FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY
INVESTMENT COMPANY ACT FILE NUMBER: 811-07319
EXACT NAME OF REGISTRANT AS SPECIFIED IN CHARTER: Fidelity Covington Trust
245 SUMMER STREET, BOSTON, MA 02210
(ADDRESS OF PRINCIPAL EXECUTIVE OFFICES)(ZIP CODE)
MARGARET CAREY, SECRETARY AND CHIEF LEGAL OFFICER, 245 SUMMER STREET, BOSTON, MA 02210
(NAME AND ADDRESS OF AGENT FOR SERVICE)
REGISTRANT'S TELEPHONE NUMBER, INCLUDING AREA CODE: 617-563-7000
DATE OF FISCAL YEAR END: 5/31, 6/30, 7/31, 8/31, 10/31
DATE OF REPORTING PERIOD: 07/01/2022 - 06/30/2023
SIGNATURES
PURSUANT TO THE REQUIREMENTS OF THE INVESTMENT COMPANY ACT OF 1940, THE REGISTRANT HAS DULY CAUSED THIS REPORT TO BE SIGNED ON ITS BEHALF BY THE UNDERSIGNED, THERE UNTO DULY AUTHORIZED.
Fidelity Covington Trust
BY: /s/STACIE M. SMITH*
STACIE M. SMITH, TREASURER
DATE: 08/10/2023 02:33:36 PM
*BY: /s/ MARK LUNDVALL
MARK LUNDVALL, VICE PRESIDENT, FIDELITY MANAGEMENT & RESEARCH
COMPANY, PURSUANT TO A POWER OF ATTORNEY DATED JUNE 1, 2021 AND FILED
HEREWITH.
VOTE SUMMARY REPORT
FIDELITY BLUE CHIP GROWTH ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
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|
TICKER: ATVI
SECURITY ID: 00507V109
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ACUITY BRANDS, INC.
MEETING DATE: JAN 25, 2023 |
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|
TICKER: AYI
SECURITY ID: 00508Y102
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil M. Ashe | Management | For | For |
| 1b | Elect Director Marcia J. Avedon | Management | For | For |
| 1c | Elect Director W. Patrick Battle | Management | For | For |
| 1d | Elect Director Michael J. Bender | Management | For | For |
| 1e | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1f | Elect Director James H. Hance, Jr. | Management | For | For |
| 1g | Elect Director Maya Leibman | Management | For | For |
| 1h | Elect Director Laura G. O'Shaughnessy | Management | For | For |
| 1i | Elect Director Mark J. Sachleben | Management | For | For |
| 1j | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ACV AUCTIONS INC.
MEETING DATE: MAY 30, 2023 |
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|
TICKER: ACVA
SECURITY ID: 00091G104
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eileen A. Kamerick | Management | For | For |
| 1.2 | Elect Director Brian Hirsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ADVANCED MICRO DEVICES, INC.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: AMD
SECURITY ID: 007903107
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | For |
| 1i | Elect Director Elizabeth W. Vanderslice | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AGILON HEALTH, INC.
MEETING DATE: MAY 24, 2023 |
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|
TICKER: AGL
SECURITY ID: 00857U107
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ron Williams | Management | For | For |
| 1b | Elect Director Derek L. Strum | Management | For | For |
| 1c | Elect Director Diana L. McKenzie | Management | For | For |
| 1d | Elect Director Karen McLoughlin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AIRBNB, INC.
MEETING DATE: JUN 01, 2023 |
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|
TICKER: ABNB
SECURITY ID: 009066101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nathan Blecharczyk | Management | For | For |
| 1.2 | Elect Director Alfred Lin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALBEMARLE CORPORATION
MEETING DATE: MAY 02, 2023 |
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|
TICKER: ALB
SECURITY ID: 012653101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Lauren Brlas | Management | For | For |
| 1b | Elect Director Ralf H. Cramer | Management | For | For |
| 1c | Elect Director J. Kent Masters, Jr. | Management | For | For |
| 1d | Elect Director Glenda J. Minor | Management | For | For |
| 1e | Elect Director James J. O'Brien | Management | For | For |
| 1f | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1g | Elect Director Dean L. Seavers | Management | For | For |
| 1h | Elect Director Gerald A. Steiner | Management | For | For |
| 1i | Elect Director Holly A. Van Deursen | Management | For | For |
| 1j | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| ALBERTSONS COMPANIES, INC.
MEETING DATE: AUG 04, 2022 |
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|
TICKER: ACI
SECURITY ID: 013091103
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Sankaran | Management | For | For |
| 1b | Elect Director James Donald | Management | For | For |
| 1c | Elect Director Chan Galbato | Management | For | For |
| 1d | Elect Director Sharon Allen | Management | For | For |
| 1e | Elect Director Shant Babikian | Management | For | For |
| 1f | Elect Director Steven Davis *Withdrawn Resolution* | Management | None | None |
| 1g | Elect Director Kim Fennebresque | Management | For | For |
| 1h | Elect Director Allen Gibson | Management | For | For |
| 1i | Elect Director Hersch Klaff | Management | For | For |
| 1j | Elect Director Jay Schottenstein | Management | For | Against |
| 1k | Elect Director Alan Schumacher | Management | For | For |
| 1l | Elect Director Brian Kevin Turner | Management | For | For |
| 1m | Elect Director Mary Elizabeth West | Management | For | For |
| 1n | Elect Director Scott Wille | Management | For | For |
| 2 | Ratify Deloitte and Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALIBABA GROUP HOLDING LIMITED
MEETING DATE: SEP 30, 2022 |
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|
TICKER: 9988
SECURITY ID: 01609W102
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Yong Zhang | Management | For | For |
| 1.2 | Elect Director Jerry Yang | Management | For | For |
| 1.3 | Elect Director Wan Ling Martello | Management | For | For |
| 1.4 | Elect Director Weijian Shan | Management | For | For |
| 1.5 | Elect Director Irene Yun-Lien Lee | Management | For | For |
| 1.6 | Elect Director Albert Kong Ping Ng | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| ALIGNMENT HEALTHCARE, INC.
MEETING DATE: JUN 06, 2023 |
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|
TICKER: ALHC
SECURITY ID: 01625V104
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jody Bilney | Management | For | For |
| 1.2 | Elect Director David Hodgson | Management | For | For |
| 1.3 | Elect Director Jacqueline Kosecoff | Management | For | For |
| 1.4 | Elect Director Jeffrey Margolis | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALNYLAM PHARMACEUTICALS, INC.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: ALNY
SECURITY ID: 02043Q107
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael W. Bonney | Management | For | For |
| 1b | Elect Director Yvonne L. Greenstreet | Management | For | For |
| 1c | Elect Director Phillip A. Sharp | Management | For | For |
| 1d | Elect Director Elliott Sigal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
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|
TICKER: GOOGL
SECURITY ID: 02079K305
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| AMAZON.COM, INC.
MEETING DATE: MAY 24, 2023 |
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|
TICKER: AMZN
SECURITY ID: 023135106
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERICAN EAGLE OUTFITTERS, INC.
MEETING DATE: JUN 07, 2023 |
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|
TICKER: AEO
SECURITY ID: 02553E106
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay L. Schottenstein | Management | For | For |
| 1.2 | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| AMERICAN EXPRESS COMPANY
MEETING DATE: MAY 02, 2023 |
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|
TICKER: AXP
SECURITY ID: 025816109
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Baltimore | Management | For | For |
| 1b | Elect Director John J. Brennan | Management | For | For |
| 1c | Elect Director Peter Chernin | Management | For | For |
| 1d | Elect Director Walter J. Clayton, III | Management | For | For |
| 1e | Elect Director Ralph de la Vega | Management | For | For |
| 1f | Elect Director Theodore J. Leonsis | Management | For | For |
| 1g | Elect Director Deborah P. Majoras | Management | For | For |
| 1h | Elect Director Karen L. Parkhill | Management | For | For |
| 1i | Elect Director Charles E. Phillips | Management | For | For |
| 1j | Elect Director Lynn A. Pike | Management | For | For |
| 1k | Elect Director Stephen J. Squeri | Management | For | For |
| 1l | Elect Director Daniel L. Vasella | Management | For | For |
| 1m | Elect Director Lisa W. Wardell | Management | For | For |
| 1n | Elect Director Christopher D. Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | For |
| ANTERO RESOURCES CORPORATION
MEETING DATE: JUN 06, 2023 |
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|
TICKER: AR
SECURITY ID: 03674X106
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Rady | Management | For | Withhold |
| 1.2 | Elect Director Thomas B. Tyree, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Brenda R. Schroer | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
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|
TICKER: AAPL
SECURITY ID: 037833100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APTIV PLC
MEETING DATE: APR 26, 2023 |
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|
TICKER: APTV
SECURITY ID: G6095L109
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARCUTIS BIOTHERAPEUTICS, INC.
MEETING DATE: MAY 31, 2023 |
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|
TICKER: ARQT
SECURITY ID: 03969K108
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick J. Heron | Management | For | For |
| 1b | Elect Director Neha Krishnamohan | Management | For | For |
| 1c | Elect Director Todd Franklin Watanabe | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARGENX SE
MEETING DATE: SEP 08, 2022 |
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|
TICKER: ARGX
SECURITY ID: 04016X101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Camilla Sylvest as Non-Executive Director | Management | For | For |
| 3 | Other Business (Non-Voting) | Management | None | None |
| 4 | Close Meeting | Management | None | None |
| ARGENX SE
MEETING DATE: DEC 12, 2022 |
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|
TICKER: ARGX
SECURITY ID: 04016X101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Ana Cespedes as Non-Executive Director | Management | For | For |
| 3 | Other Business (Non-Voting) | Management | None | None |
| 4 | Close Meeting | Management | None | None |
| ARGENX SE
MEETING DATE: MAY 02, 2023 |
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|
TICKER: ARGX
SECURITY ID: 04016X101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4.a | Discuss Annual Report for FY 2022 | Management | None | None |
| 4.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4.c | Discussion on Company's Corporate Governance Structure | Management | None | None |
| 4.d | Approve Allocation of Losses to the Retained Earnings of the Company | Management | For | For |
| 4.e | Approve Discharge of Directors | Management | For | For |
| 5 | Reelect Don deBethizy as Non-Executive Director | Management | For | Against |
| 6 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 7 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 8 | Other Business (Non-Voting) | Management | None | None |
| 9 | Close Meeting | Management | None | None |
| ARISTA NETWORKS, INC.
MEETING DATE: JUN 14, 2023 |
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|
TICKER: ANET
SECURITY ID: 040413106
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lewis Chew | Management | For | For |
| 1.2 | Elect Director Douglas Merritt *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Mark B. Templeton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARITZIA INC.
MEETING DATE: JUL 06, 2022 |
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|
TICKER: ATZ
SECURITY ID: 04045U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian Hill | Management | For | For |
| 1b | Elect Director Jennifer Wong | Management | For | For |
| 1c | Elect Director Aldo Bensadoun | Management | For | For |
| 1d | Elect Director John E. Currie | Management | For | For |
| 1e | Elect Director Daniel Habashi | Management | For | For |
| 1f | Elect Director David Labistour | Management | For | For |
| 1g | Elect Director John Montalbano | Management | For | For |
| 1h | Elect Director Marni Payne | Management | For | For |
| 1i | Elect Director Glen Senk | Management | For | For |
| 1j | Elect Director Marcia Smith | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| ASCENDIS PHARMA A/S
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: ASND
SECURITY ID: 04351P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | For |
| 2a | Elect William Carl Fairey Jr. as New Director | Management | For | For |
| 2b | Elect Siham Imani as New Director | Management | For | For |
| 3 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | For |
| ASCENDIS PHARMA A/S
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: ASND
SECURITY ID: 04351P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | For |
| 2 | Approve Company Activity Report | Management | For | For |
| 3 | Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board | Management | For | For |
| 4 | Approve Treatment of Net Loss | Management | For | For |
| 5.1 | Reelect Jan Moller Mikkelsen as Director For Two Years Term | Management | For | For |
| 5.2 | Reelect Lisa Morrison as Director For Two Years Term | Management | For | For |
| 5.3 | Reelect Bill Fairey as Director For Two Years Term | Management | For | For |
| 5.4 | Reelect Siham Imani as Director For Two Years Term | Management | For | For |
| 6 | Ratify Deloitte as Auditors | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| ASML HOLDING NV
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ASML
SECURITY ID: N07059210
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8a | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| ASTRAZENECA PLC
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AZN
SECURITY ID: 046353108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividends | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5a | Re-elect Michel Demare as Director | Management | For | For |
| 5b | Re-elect Pascal Soriot as Director | Management | For | For |
| 5c | Re-elect Aradhana Sarin as Director | Management | For | For |
| 5d | Re-elect Philip Broadley as Director | Management | For | For |
| 5e | Re-elect Euan Ashley as Director | Management | For | For |
| 5f | Re-elect Deborah DiSanzo as Director | Management | For | For |
| 5g | Re-elect Diana Layfield as Director | Management | For | For |
| 5h | Re-elect Sheri McCoy as Director | Management | For | For |
| 5i | Re-elect Tony Mok as Director | Management | For | For |
| 5j | Re-elect Nazneen Rahman as Director | Management | For | For |
| 5k | Re-elect Andreas Rummelt as Director | Management | For | For |
| 5l | Re-elect Marcus Wallenberg as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 13 | Adopt New Articles of Association | Management | For | For |
| ATLASSIAN CORPORATION PLC
MEETING DATE: AUG 22, 2022 |
||||
|
TICKER: TEAM
SECURITY ID: G06242111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| ATLASSIAN CORPORATION PLC
MEETING DATE: AUG 22, 2022 |
||||
|
TICKER: TEAM
SECURITY ID: G06242104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| AVIS BUDGET GROUP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: CAR
SECURITY ID: 053774105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bernardo Hees | Management | For | For |
| 1.2 | Elect Director Jagdeep Pahwa | Management | For | For |
| 1.3 | Elect Director Anu Hariharan | Management | For | For |
| 1.4 | Elect Director Lynn Krominga | Management | For | For |
| 1.5 | Elect Director Glenn Lurie | Management | For | For |
| 1.6 | Elect Director Karthik Sarma | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AXONICS, INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: AXNX
SECURITY ID: 05465P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael H. Carrel | Management | For | For |
| 1b | Elect Director Raymond W. Cohen | Management | For | For |
| 1c | Elect Director David M. Demski | Management | For | For |
| 1d | Elect Director Jane E. Kiernan | Management | For | For |
| 1e | Elect Director Esteban Lopez | Management | For | For |
| 1f | Elect Director Robert E. McNamara | Management | For | For |
| 1g | Elect Director Nancy Snyderman | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BATH & BODY WORKS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: BBWI
SECURITY ID: 070830104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia S. Bellinger | Management | For | For |
| 1.2 | Elect Director Alessandro Bogliolo | Management | For | For |
| 1.3 | Elect Director Gina R. Boswell | Management | For | For |
| 1.4 | Elect Director Lucy O. Brady | Management | For | For |
| 1.5 | Elect Director Francis A. Hondal | Management | For | For |
| 1.6 | Elect Director Thomas J. Kuhn | Management | For | For |
| 1.7 | Elect Director Danielle M. Lee | Management | For | For |
| 1.8 | Elect Director Michael G. Morris | Management | For | For |
| 1.9 | Elect Director Sarah E. Nash | Management | For | For |
| 1.10 | Elect Director Juan Rajlin | Management | For | For |
| 1.11 | Elect Director Stephen D. Steinour | Management | For | For |
| 1.12 | Elect Director J.K. Symancyk | Management | For | For |
| 1.13 | Elect Director Steven E. Voskuil | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| BERKSHIRE HATHAWAY INC.
MEETING DATE: MAY 06, 2023 |
||||
|
TICKER: BRK.B
SECURITY ID: 084670702
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | For |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | For |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | For |
| 1.10 | Elect Director Charlotte Guyman | Management | For | For |
| 1.11 | Elect Director Ajit Jain | Management | For | For |
| 1.12 | Elect Director Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Report on Physical and Transitional Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 5 | Report on Audit Committee's Oversight on Climate Risks and Disclosures | Shareholder | Against | Against |
| 6 | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Shareholder | Against | For |
| 7 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BILIBILI, INC.
MEETING DATE: JUN 30, 2023 |
||||
|
TICKER: 9626
SECURITY ID: 090040106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Ni Li as Director | Management | For | For |
| 3 | Elect Yi Xu as Director | Management | For | For |
| 4 | Elect Guoqi Ding as Director | Management | For | For |
| 5 | Authorize Board to Fix Remuneration of Directors | Management | For | Against |
| 6 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 8 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 9 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| BILL.COM HOLDINGS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: BILL
SECURITY ID: 090043100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven Cakebread | Management | For | For |
| 1.2 | Elect Director David Hornik | Management | For | For |
| 1.3 | Elect Director Brian Jacobs | Management | For | For |
| 1.4 | Elect Director Allie Kline | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BIRD GLOBAL, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: BRDS
SECURITY ID: 09077J107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Approve One-for-Ten Reverse Stock Split | Management | For | For |
| 1b | Approve One-for-Fifteen Reverse Stock Split | Management | For | For |
| 1c | Approve One-for-Twenty Reverse Stock Split | Management | For | For |
| 1d | Approve One-for-Twenty-Five Reverse Stock Split | Management | For | For |
| 1e | Approve One-for-Thirty Reverse Stock Split | Management | For | For |
| 1f | Approve One-for-Thirty-Five Reverse Stock Split | Management | For | For |
| 1g | Approve One-for-Forty Reverse Stock Split | Management | For | For |
| 2 | Reduce Authorized Common and Preferred Stock | Management | For | For |
| BLOCK, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SQ
SECURITY ID: 852234103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | For |
| 1.2 | Elect Director Amy Brooks | Management | For | For |
| 1.3 | Elect Director Shawn Carter | Management | For | For |
| 1.4 | Elect Director James McKelvey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| BOSTON SCIENTIFIC CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BSX
SECURITY ID: 101137107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nelda J. Connors | Management | For | For |
| 1b | Elect Director Charles J. Dockendorff | Management | For | For |
| 1c | Elect Director Yoshiaki Fujimori | Management | For | For |
| 1d | Elect Director Edward J. Ludwig | Management | For | For |
| 1e | Elect Director Michael F. Mahoney | Management | For | For |
| 1f | Elect Director David J. Roux | Management | For | For |
| 1g | Elect Director John E. Sununu | Management | For | For |
| 1h | Elect Director David S. Wichmann | Management | For | For |
| 1i | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CAESARS ENTERTAINMENT, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: CZR
SECURITY ID: 12769G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary L. Carano | Management | For | For |
| 1.2 | Elect Director Bonnie S. Biumi | Management | For | For |
| 1.3 | Elect Director Jan Jones Blackhurst | Management | For | For |
| 1.4 | Elect Director Frank J. Fahrenkopf | Management | For | Withhold |
| 1.5 | Elect Director Don R. Kornstein | Management | For | Withhold |
| 1.6 | Elect Director Courtney R. Mather | Management | For | For |
| 1.7 | Elect Director Michael E. Pegram | Management | For | For |
| 1.8 | Elect Director Thomas R. Reeg | Management | For | For |
| 1.9 | Elect Director David P. Tomick | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| CAPRI HOLDINGS LIMITED
MEETING DATE: AUG 03, 2022 |
||||
|
TICKER: CPRI
SECURITY ID: G1890L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy Gibbons | Management | For | For |
| 1b | Elect Director Jane Thompson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CELSIUS HOLDINGS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CELH
SECURITY ID: 15118V207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Fieldly | Management | For | For |
| 1.2 | Elect Director Nicholas Castaldo | Management | For | For |
| 1.3 | Elect Director Caroline Levy | Management | For | For |
| 1.4 | Elect Director Hal Kravitz | Management | For | For |
| 1.5 | Elect Director Alexandre Ruberti | Management | For | For |
| 1.6 | Elect Director Cheryl S. Miller | Management | For | For |
| 1.7 | Elect Director Damon DeSantis | Management | For | For |
| 1.8 | Elect Director Joyce Russell | Management | For | For |
| 1.9 | Elect Director James Lee | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| CENOVUS ENERGY INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CVE
SECURITY ID: 15135U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Keith M. Casey | Management | For | For |
| 2.2 | Elect Director Canning K.N. Fok | Management | For | For |
| 2.3 | Elect Director Jane E. Kinney | Management | For | For |
| 2.4 | Elect Director Harold (Hal) N. Kvisle | Management | For | For |
| 2.5 | Elect Director Eva L. Kwok | Management | For | For |
| 2.6 | Elect Director Melanie A. Little | Management | For | For |
| 2.7 | Elect Director Richard J. Marcogliese | Management | For | For |
| 2.8 | Elect Director Jonathan M. McKenzie | Management | For | For |
| 2.9 | Elect Director Claude Mongeau | Management | For | For |
| 2.10 | Elect Director Alexander J. Pourbaix | Management | For | For |
| 2.11 | Elect Director Wayne E. Shaw | Management | For | For |
| 2.12 | Elect Director Frank J. Sixt | Management | For | For |
| 2.13 | Elect Director Rhonda I. Zygocki | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Report on Lobbying and Policy Advocacy with its Net Zero Goal | Shareholder | For | For |
| CENTENE CORPORATION
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| CERTARA, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: CERT
SECURITY ID: 15687V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William Feehery | Management | For | Against |
| 1b | Elect Director Rosemary Crane | Management | For | For |
| 1c | Elect Director Stephen McLean | Management | For | Against |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CHENIERE ENERGY, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LNG
SECURITY ID: 16411R208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Andrea Botta | Management | For | For |
| 1b | Elect Director Jack A. Fusco | Management | For | For |
| 1c | Elect Director Patricia K. Collawn | Management | For | For |
| 1d | Elect Director Brian E. Edwards | Management | For | For |
| 1e | Elect Director Denise Gray | Management | For | For |
| 1f | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1g | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1h | Elect Director Matthew Runkle | Management | For | For |
| 1i | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Stranded Carbon Asset Risk | Shareholder | Against | Against |
| CHIPOTLE MEXICAN GRILL, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: CMG
SECURITY ID: 169656105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert S. Baldocchi | Management | For | For |
| 1.2 | Elect Director Matthew A. Carey | Management | For | For |
| 1.3 | Elect Director Gregg L. Engles | Management | For | For |
| 1.4 | Elect Director Patricia Fili-Krushel | Management | For | For |
| 1.5 | Elect Director Mauricio Gutierrez | Management | For | For |
| 1.6 | Elect Director Robin Hickenlooper | Management | For | For |
| 1.7 | Elect Director Scott Maw | Management | For | For |
| 1.8 | Elect Director Brian Niccol | Management | For | For |
| 1.9 | Elect Director Mary Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 6 | Adopt Policy to Not Interfere with Freedom of Association Rights | Shareholder | Against | Against |
| CIRRUS LOGIC, INC.
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: CRUS
SECURITY ID: 172755100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Carter | Management | For | For |
| 1.2 | Elect Director Alexander M. Davern | Management | For | For |
| 1.3 | Elect Director Timothy R. Dehne | Management | For | For |
| 1.4 | Elect Director John M. Forsyth | Management | For | For |
| 1.5 | Elect Director Deirdre R. Hanford | Management | For | For |
| 1.6 | Elect Director Raghib Hussain | Management | For | For |
| 1.7 | Elect Director Catherine P. Lego | Management | For | For |
| 1.8 | Elect Director David J. Tupman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CONSTELLATION BRANDS, INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: STZ
SECURITY ID: 21036P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| CROCS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: CROX
SECURITY ID: 227046109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Smach | Management | For | For |
| 1.2 | Elect Director Beth J. Kaplan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DANAHER CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: DHR
SECURITY ID: 235851102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DATADOG, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DDOG
SECURITY ID: 23804L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Olivier Pomel | Management | For | For |
| 1b | Elect Director Dev Ittycheria | Management | For | For |
| 1c | Elect Director Shardul Shah | 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 |
| DECKERS OUTDOOR CORPORATION
MEETING DATE: SEP 12, 2022 |
||||
|
TICKER: DECK
SECURITY ID: 243537107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael F. Devine, III | Management | For | For |
| 1.2 | Elect Director David A. Burwick | Management | For | For |
| 1.3 | Elect Director Nelson C. Chan | Management | For | For |
| 1.4 | Elect Director Cynthia (Cindy) L. Davis | Management | For | For |
| 1.5 | Elect Director Juan R. Figuereo | Management | For | For |
| 1.6 | Elect Director Maha S. Ibrahim | Management | For | For |
| 1.7 | Elect Director Victor Luis | Management | For | For |
| 1.8 | Elect Director Dave Powers | Management | For | For |
| 1.9 | Elect Director Lauri M. Shanahan | Management | For | For |
| 1.10 | Elect Director Bonita C. Stewart | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DEERE & COMPANY
MEETING DATE: FEB 22, 2023 |
||||
|
TICKER: DE
SECURITY ID: 244199105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DELTA AIR LINES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: DAL
SECURITY ID: 247361702
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward H. Bastian | Management | For | For |
| 1b | Elect Director Greg Creed | Management | For | For |
| 1c | Elect Director David G. DeWalt | Management | For | For |
| 1d | Elect Director William H. Easter, III | Management | For | For |
| 1e | Elect Director Leslie D. Hale | Management | For | For |
| 1f | Elect Director Christopher A. Hazleton | Management | For | For |
| 1g | Elect Director Michael P. Huerta | Management | For | For |
| 1h | Elect Director Jeanne P. Jackson | Management | For | For |
| 1i | Elect Director George N. Mattson | Management | For | For |
| 1j | Elect Director Vasant M. Prabhu | Management | For | For |
| 1k | Elect Director Sergio A. L. Rial | Management | For | For |
| 1l | Elect Director David S. Taylor | Management | For | For |
| 1m | Elect Director Kathy N. Waller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| DENBURY INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DEN
SECURITY ID: 24790A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin O. Meyers | Management | For | For |
| 1b | Elect Director Anthony M. Abate | Management | For | For |
| 1c | Elect Director Caroline G. Angoorly | Management | For | For |
| 1d | Elect Director James N. Chapman | Management | For | For |
| 1e | Elect Director Christian S. Kendall | Management | For | For |
| 1f | Elect Director Lynn A. Peterson | Management | For | For |
| 1g | Elect Director Brett R. Wiggs | Management | For | For |
| 1h | Elect Director Cindy A. Yeilding | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DEVON ENERGY CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: DVN
SECURITY ID: 25179M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director Gennifer F. Kelly | Management | For | For |
| 1.5 | Elect Director Kelt Kindick | Management | For | For |
| 1.6 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Director Karl F. Kurz | Management | For | For |
| 1.8 | Elect Director Michael N. Mears | Management | For | For |
| 1.9 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.10 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.11 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers | Management | For | For |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| DEXCOM, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: DXCM
SECURITY ID: 252131107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven R. Altman | Management | For | For |
| 1.2 | Elect Director Richard A. Collins | Management | For | For |
| 1.3 | Elect Director Karen Dahut | Management | For | For |
| 1.4 | Elect Director Mark G. Foletta | Management | For | For |
| 1.5 | Elect Director Barbara E. Kahn | Management | For | For |
| 1.6 | Elect Director Kyle Malady | Management | For | For |
| 1.7 | Elect Director Eric J. Topol | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| DIAMONDBACK ENERGY, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FANG
SECURITY ID: 25278X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Travis D. Stice | Management | For | For |
| 1.2 | Elect Director Vincent K. Brooks | Management | For | For |
| 1.3 | Elect Director David L. Houston | Management | For | For |
| 1.4 | Elect Director Rebecca A. Klein | Management | For | For |
| 1.5 | Elect Director Stephanie K. Mains | Management | For | For |
| 1.6 | Elect Director Mark L. Plaumann | Management | For | For |
| 1.7 | Elect Director Melanie M. Trent | Management | For | For |
| 1.8 | Elect Director Frank D. Tsuru | Management | For | For |
| 1.9 | Elect Director Steven E. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| DOLLAR TREE, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: DLTR
SECURITY ID: 256746108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard W. Dreiling | Management | For | For |
| 1b | Elect Director Cheryl W. Grise | Management | For | For |
| 1c | Elect Director Daniel J. Heinrich | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Edward J. Kelly, III | Management | For | For |
| 1f | Elect Director Mary A. Laschinger | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director Winnie Y. Park | Management | For | For |
| 1i | Elect Director Bertram L. Scott | Management | For | For |
| 1j | Elect Director Stephanie P. Stahl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders | Shareholder | Against | Against |
| DOXIMITY, INC.
MEETING DATE: JUL 27, 2022 |
||||
|
TICKER: DOCS
SECURITY ID: 26622P107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Tangney | Management | For | For |
| 1.2 | Elect Director Kira Wampler | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DRAFTKINGS, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: DKNG
SECURITY ID: 26142V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason D. Robins | Management | For | For |
| 1.2 | Elect Director Harry Evans Sloan | Management | For | For |
| 1.3 | Elect Director Matthew Kalish | Management | For | For |
| 1.4 | Elect Director Paul Liberman | Management | For | For |
| 1.5 | Elect Director Woodrow H. Levin | Management | For | For |
| 1.6 | Elect Director Jocelyn Moore | Management | For | For |
| 1.7 | Elect Director Ryan R. Moore | Management | For | Withhold |
| 1.8 | Elect Director Valerie Mosley | Management | For | For |
| 1.9 | Elect Director Steven J. Murray | Management | For | Withhold |
| 1.10 | Elect Director Marni M. Walden | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ELEVANCE HEALTH, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ELV
SECURITY ID: 036752103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.4 | Elect Director Deanna D. Strable | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Annually Report Third Party Political Contributions | Shareholder | Against | Against |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| ENDEAVOR GROUP HOLDINGS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: EDR
SECURITY ID: 29260Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick Whitesell | Management | For | Withhold |
| 1.2 | Elect Director Ursula Burns | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| ENPHASE ENERGY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ENPH
SECURITY ID: 29355A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | For |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EOG RESOURCES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EOG
SECURITY ID: 26875P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | Against |
| 1b | Elect Director Charles R. Crisp | Management | For | Against |
| 1c | Elect Director Robert P. Daniels | Management | For | Against |
| 1d | Elect Director Lynn A. Dugle | Management | For | Against |
| 1e | Elect Director C. Christopher Gaut | Management | For | Against |
| 1f | Elect Director Michael T. Kerr | Management | For | Against |
| 1g | Elect Director Julie J. Robertson | Management | For | Against |
| 1h | Elect Director Donald F. Textor | Management | For | Against |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EQT CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: EQT
SECURITY ID: 26884L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FIVE BELOW, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: FIVE
SECURITY ID: 33829M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel D. Anderson | Management | For | For |
| 1b | Elect Director Kathleen S. Barclay | Management | For | For |
| 1c | Elect Director Thomas M. Ryan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Limit the Liability of Officers | Management | For | For |
| 5 | Amend Bylaws to Amend the Limitation of Liability of Directors Provision | Management | For | For |
| FOOT LOCKER, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FL
SECURITY ID: 344849104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary N. Dillon | Management | For | For |
| 1b | Elect Director Virginia C. Drosos | Management | For | For |
| 1c | Elect Director Alan D. Feldman | Management | For | For |
| 1d | Elect Director Guillermo G. Marmol | Management | For | For |
| 1e | Elect Director Darlene Nicosia | Management | For | For |
| 1f | Elect Director Steven Oakland | Management | For | For |
| 1g | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1h | Elect Director Kimberly Underhill | Management | For | For |
| 1i | Elect Director Tristan Walker | Management | For | For |
| 1j | Elect Director Dona D. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| FREEPORT-MCMORAN, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FCX
SECURITY ID: 35671D857
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GENERATION BIO CO.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: GBIO
SECURITY ID: 37148K100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dannielle Appelhans | Management | For | For |
| 1.2 | Elect Director Gustav Christensen | Management | For | For |
| 1.3 | Elect Director Charles Rowland | Management | For | For |
| 1.4 | Elect Director Catherine Stehman-Breen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GLOBALFOUNDRIES INC.
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: GFS
SECURITY ID: G39387108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas Caulfield | Management | For | For |
| 1.2 | Elect Director Ahmed Saeed Al Calily | Management | For | For |
| 1.3 | Elect Director Tim Breen | Management | For | For |
| 1.4 | Elect Director Glenda Dorchak | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| GUARDANT HEALTH, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: GH
SECURITY ID: 40131M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian Clark | Management | For | For |
| 1b | Elect Director Meghan Joyce | Management | For | For |
| 1c | Elect Director Samir Kaul | 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 |
| HALLIBURTON COMPANY
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HAL
SECURITY ID: 406216101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Abdulaziz F. Al Khayyal | Management | For | For |
| 1b | Elect Director William E. Albrecht | Management | For | For |
| 1c | Elect Director M. Katherine Banks | Management | For | For |
| 1d | Elect Director Alan M. Bennett | Management | For | For |
| 1e | Elect Director Milton Carroll | Management | For | For |
| 1f | Elect Director Earl M. Cummings | Management | For | For |
| 1g | Elect Director Murry S. Gerber | Management | For | For |
| 1h | Elect Director Robert A. Malone | Management | For | For |
| 1i | Elect Director Jeffrey A. Miller | Management | For | For |
| 1j | Elect Director Bhavesh V. (Bob) Patel | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 1l | Elect Director Janet L. Weiss | Management | For | For |
| 1m | Elect Director Tobi M. Edwards Young | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Amend Certificate of Incorporation | Management | For | For |
| HERTZ GLOBAL HOLDINGS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HTZ
SECURITY ID: 42806J700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Feikin | Management | For | Withhold |
| 1b | Elect Director Mark Fields | Management | For | Withhold |
| 1c | Elect Director Evangeline Vougessis | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HESS CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HES
SECURITY ID: 42809H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HILTON WORLDWIDE HOLDINGS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HLT
SECURITY ID: 43300A203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HOWMET AEROSPACE INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HWM
SECURITY ID: 443201108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James F. Albaugh | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director Sharon R. Barner | Management | For | For |
| 1d | Elect Director Joseph S. Cantie | Management | For | For |
| 1e | Elect Director Robert F. Leduc | Management | For | For |
| 1f | Elect Director David J. Miller | Management | For | For |
| 1g | Elect Director Jody G. Miller | Management | For | For |
| 1h | Elect Director John C. Plant | Management | For | For |
| 1i | Elect Director Ulrich R. Schmidt | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| HUBSPOT, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: HUBS
SECURITY ID: 443573100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick Caldwell | Management | For | For |
| 1b | Elect Director Claire Hughes Johnson | Management | For | For |
| 1c | Elect Director Jay Simons | Management | For | For |
| 1d | Elect Director Yamini Rangan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUMANA INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: HUM
SECURITY ID: 444859102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ICON PLC
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: ICLR
SECURITY ID: G4705A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steve Cutler | Management | For | For |
| 1.2 | Elect Director John Climax | Management | For | For |
| 1.3 | Elect Director Ronan Murphy | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 3 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 4 | Authorize Issue of Equity | Management | For | For |
| 5 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| 8 | Approve the Price Range for the Reissuance of Shares | Management | For | For |
| INSULET CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: PODD
SECURITY ID: 45784P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luciana Borio | Management | For | For |
| 1.2 | Elect Director Michael R. Minogue | Management | For | For |
| 1.3 | Elect Director Corinne H. Nevinny | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INTUIT INC.
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: INTU
SECURITY ID: 461202103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| KARUNA THERAPEUTICS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: KRTX
SECURITY ID: 48576A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bill Meury | Management | For | For |
| 1b | Elect Director Laurie Olson | Management | For | For |
| 1c | Elect Director David Wheadon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| L3HARRIS TECHNOLOGIES, INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: LHX
SECURITY ID: 502431109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sallie B. Bailey | Management | For | For |
| 1b | Elect Director Peter W. Chiarelli | Management | For | For |
| 1c | Elect Director Thomas A. Dattilo | Management | For | For |
| 1d | Elect Director Roger B. Fradin | Management | For | For |
| 1e | Elect Director Joanna L. Geraghty | Management | For | For |
| 1f | Elect Director Harry B. Harris, Jr. | Management | For | For |
| 1g | Elect Director Lewis Hay, III | Management | For | For |
| 1h | Elect Director Christopher E. Kubasik | Management | For | For |
| 1i | Elect Director Rita S. Lane | Management | For | For |
| 1j | Elect Director Robert B. Millard | Management | For | For |
| 1k | Elect Director Edward A. Rice, Jr. | Management | For | For |
| 1l | Elect Director Christina L. Zamarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| LAM RESEARCH CORPORATION
MEETING DATE: NOV 08, 2022 |
||||
|
TICKER: LRCX
SECURITY ID: 512807108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| LOWE'S COMPANIES, INC.
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: LOW
SECURITY ID: 548661107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| LULULEMON ATHLETICA INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: LULU
SECURITY ID: 550021109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Casey | Management | For | For |
| 1b | Elect Director Glenn Murphy | Management | For | For |
| 1c | Elect Director David Mussafer | Management | For | For |
| 1d | Elect Director Isabel Mahe | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| LYFT, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: LYFT
SECURITY ID: 55087P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Logan Green | Management | For | For |
| 1.2 | Elect Director David Risher | Management | For | For |
| 1.3 | Elect Director Dave Stephenson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MARATHON OIL CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: MRO
SECURITY ID: 565849106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chadwick C. Deaton | Management | For | For |
| 1b | Elect Director Marcela E. Donadio | Management | For | For |
| 1c | Elect Director M. Elise Hyland | Management | For | For |
| 1d | Elect Director Holli C. Ladhani | Management | For | For |
| 1e | Elect Director Mark A. McCollum | Management | For | For |
| 1f | Elect Director Brent J. Smolik | Management | For | For |
| 1g | Elect Director Lee M. Tillman | Management | For | For |
| 1h | Elect Director Shawn D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARRIOTT INTERNATIONAL, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: MAR
SECURITY ID: 571903202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony G. Capuano | Management | For | For |
| 1b | Elect Director Isabella D. Goren | Management | For | For |
| 1c | Elect Director Deborah Marriott Harrison | Management | For | For |
| 1d | Elect Director Frederick A. Henderson | Management | For | For |
| 1e | Elect Director Eric Hippeau | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Debra L. Lee | Management | For | For |
| 1h | Elect Director Aylwin B. Lewis | Management | For | For |
| 1i | Elect Director David S. Marriott | Management | For | For |
| 1j | Elect Director Margaret M. McCarthy | Management | For | For |
| 1k | Elect Director Grant F. Reid | Management | For | For |
| 1l | Elect Director Horacio D. Rozanski | Management | For | For |
| 1m | Elect Director Susan C. Schwab | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| MARVELL TECHNOLOGY, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: MRVL
SECURITY ID: 573874104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara Andrews | Management | For | For |
| 1b | Elect Director W. Tudor Brown | Management | For | For |
| 1c | Elect Director Brad W. Buss | Management | For | For |
| 1d | Elect Director Rebecca W. House | Management | For | For |
| 1e | Elect Director Marachel L. Knight | Management | For | For |
| 1f | Elect Director Matthew J. Murphy | Management | For | For |
| 1g | Elect Director Michael G. Strachan | Management | For | For |
| 1h | Elect Director Robert E. Switz | Management | For | For |
| 1i | Elect Director Ford Tamer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| META PLATFORMS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: META
SECURITY ID: 30303M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | For |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MONGODB, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MDB
SECURITY ID: 60937P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Archana Agrawal | Management | For | For |
| 1.2 | Elect Director Hope Cochran | Management | For | For |
| 1.3 | Elect Director Dwight Merriman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MONOLITHIC POWER SYSTEMS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: MPWR
SECURITY ID: 609839105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor K. Lee | Management | For | Withhold |
| 1.2 | Elect Director James C. Moyer | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| NETFLIX, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NFLX
SECURITY ID: 64110L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| NEXTERA ENERGY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NEE
SECURITY ID: 65339F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| NIKE, INC.
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: NKE
SECURITY ID: 654106103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NORTHERN OIL AND GAS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: NOG
SECURITY ID: 665531307
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bahram Akradi | Management | For | For |
| 1.2 | Elect Director Lisa Bromiley | Management | For | For |
| 1.3 | Elect Director Roy "Ernie" Easley | Management | For | For |
| 1.4 | Elect Director Michael Frantz | Management | For | For |
| 1.5 | Elect Director William Kimble | Management | For | For |
| 1.6 | Elect Director Jack King | Management | For | For |
| 1.7 | Elect Director Stuart Lasher | Management | For | For |
| 1.8 | Elect Director Jennifer Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NORTHROP GRUMMAN CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOC
SECURITY ID: 666807102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NXP SEMICONDUCTORS N.V.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NXPI
SECURITY ID: N6596X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: OXY
SECURITY ID: 674599105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OKTA, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: OKTA
SECURITY ID: 679295105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.3 | Elect Director Benjamin Horowitz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OLINK HOLDING AB
MEETING DATE: APR 17, 2023 |
||||
|
TICKER: OLK
SECURITY ID: 680710100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 4 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 7 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 8 | Receive CEO's Report | Management | None | None |
| 9a.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9a.2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9b | Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 9c.1 | Approve Discharge of Jon Heimer as Board Member | Management | For | Did Not Vote |
| 9c.2 | Approve Discharge of Gustavo Salem as Board Member | Management | For | Did Not Vote |
| 9c.3 | Approve Discharge of Johan Lund as Board Member | Management | For | Did Not Vote |
| 9c.4 | Approve Discharge of Nicolas Roelofs as Board Member | Management | For | Did Not Vote |
| 9c.5 | Approve Discharge of Tommi Unkuri as Board Member | Management | For | Did Not Vote |
| 9c.6 | Approve Discharge of Jon Hindar as Board Member | Management | For | Did Not Vote |
| 9c.7 | Approve Discharge of Solange Bullukian as Board Member | Management | For | Did Not Vote |
| 9c.8 | Approve Discharge of Johan Pietila Holmner as Board Member | Management | For | Did Not Vote |
| 9c.9 | Approve Discharge of Mary Reumuth as Board Member | Management | For | Did Not Vote |
| 9c.10 | Approve Discharge of Robert Schueren as Board Member | Management | For | Did Not Vote |
| 9c.11 | Approve Discharge of Jon Heimer as CEO | Management | For | Did Not Vote |
| 9c.12 | Approve Discharge of Tina Nova as Board Member | Management | For | Did Not Vote |
| 10 | Receive Nominating Committee's Report | Management | None | None |
| 11 | Determine Number of Members (9) and Deputy Members (1) of Board | Management | For | Did Not Vote |
| 12.1 | Approve Remuneration of Directors in the Aggregate Amount of USD 640,000 | Management | For | Did Not Vote |
| 12.2 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 13.1 | Reelect Jon Hindar as Director | Management | For | Did Not Vote |
| 13.2 | Reelect Jon Heimer as Director | Management | For | Did Not Vote |
| 13.3 | Reelect Solange Bullukian as Director | Management | For | Did Not Vote |
| 13.4 | Reelect Johan Lund as Director | Management | For | Did Not Vote |
| 13.5 | Reelect Nicolas Roelofs as Director | Management | For | Did Not Vote |
| 13.6 | Reelect Tommi Unkuri as Director | Management | For | Did Not Vote |
| 13.7 | Reelect Robert Schueren as Director | Management | For | Did Not Vote |
| 13.8 | Reelect Mary Reumuth as Director | Management | For | Did Not Vote |
| 13.9 | Elect Gregory J. Moore as New Director | Management | For | Did Not Vote |
| 13.10 | Reelect Jon Hindar as Board Chair | Management | For | Did Not Vote |
| 13.11 | Reelect Johan Pietila Holmner as Deputy Director | Management | For | Did Not Vote |
| 14 | Ratify Ernst & Young AB as Auditors | Management | For | Did Not Vote |
| 15 | Approve Non-Employee Director Stock Option Plan | Management | For | Did Not Vote |
| 16 | Approve Stock Option Plan for Key Employees | Management | For | Did Not Vote |
| 17 | Approve Creation of Pool of Capital without Preemptive Rights | Management | For | Did Not Vote |
| 18 | Close Meeting | Management | None | None |
| OLLIE'S BARGAIN OUTLET HOLDINGS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: OLLI
SECURITY ID: 681116109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alissa Ahlman | Management | For | For |
| 1b | Elect Director Robert Fisch | Management | For | For |
| 1c | Elect Director Stanley Fleishman | Management | For | For |
| 1d | Elect Director Thomas Hendrickson | Management | For | For |
| 1e | Elect Director Abid Rizvi | Management | For | For |
| 1f | Elect Director John Swygert | Management | For | For |
| 1g | Elect Director Stephen White | Management | For | For |
| 1h | Elect Director Richard Zannino | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ON HOLDING AG
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ONON
SECURITY ID: H5919C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 3 | Approve Discharge of Board and Senior Management | Management | For | For |
| 4 | Reelect Alex Perez as Representative of Class A Shares Holders | Management | For | For |
| 5.1 | Reelect David Allemann as Director | Management | For | For |
| 5.2 | Reelect Amy Banse as Director | Management | For | For |
| 5.3 | Reelect Olivier Bernhard as Director | Management | For | For |
| 5.4 | Reelect Caspar Coppetti as Director | Management | For | For |
| 5.5 | Reelect Kenneth Fox as Director | Management | For | For |
| 5.6 | Reelect Alex Perez as Director | Management | For | For |
| 5.7 | Reelect Dennis Durkin as Director | Management | For | For |
| 6.1 | Reelect David Allemann as Board Co-Chair | Management | For | For |
| 6.2 | Reelect Caspar Coppetti as Board Co-Chair | Management | For | For |
| 7.1 | Reappoint Kenneth Fox as Member of the Nomination and Compensation Committee | Management | For | For |
| 7.2 | Reappoint Alex Perez as Member of the Nomination and Compensation Committee | Management | For | For |
| 7.3 | Reappoint Amy Banse as Member of the Nomination and Compensation Committee | Management | For | For |
| 8 | Designate Keller AG as Independent Proxy | Management | For | For |
| 9 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 10.1 | Approve Remuneration Report | Management | For | For |
| 10.2 | Approve Remuneration of Directors in the Amount of CHF 4 Million | Management | For | For |
| 10.3 | Approve Remuneration of Executive Committee in the Amount of CHF 23 Million | Management | For | For |
| 11.1 | Approve Creation of Capital Band within the Upper Limit of CHF 32.5 Million and the Lower Limit of CHF 27.5 Million for Class A Shares and Capital Band within the Upper Limit of CHF 3.6 Million and the Lower Limit of CHF 3.5 Million for Class B Shares | Management | For | For |
| 11.2 | Amend Articles Re: Shares and Share Register | Management | For | For |
| 11.3 | Amend Articles of Association (Incl. Approval of Hybrid Shareholder Meetings) | Management | For | For |
| 11.4 | Amend Articles of Association | Management | For | For |
| 12 | Transact Other Business (Voting) | Management | For | Against |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PAYCOM SOFTWARE, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: PAYC
SECURITY ID: 70432V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharen J. Turney | Management | For | For |
| 1.2 | Elect Director J.C. Watts, Jr. | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | Against |
| PAYPAL HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PYPL
SECURITY ID: 70450Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PENN ENTERTAINMENT, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: PENN
SECURITY ID: 707569109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vimla Black-Gupta | Management | For | For |
| 1.2 | Elect Director Marla Kaplowitz | Management | For | For |
| 1.3 | Elect Director Jane Scaccetti | Management | For | For |
| 1.4 | Elect Director Jay A. Snowden | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| PINDUODUO INC.
MEETING DATE: JUL 31, 2022 |
||||
|
TICKER: PDD
SECURITY ID: 722304102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Lei Chen | Management | For | For |
| 2 | Elect Director Anthony Kam Ping Leung | Management | For | For |
| 3 | Elect Director Haifeng Lin | Management | For | For |
| 4 | Elect Director Qi Lu | Management | For | Against |
| 5 | Elect Director Nanpeng Shen | Management | For | For |
| 6 | Elect Director George Yong-Boon Yeo | Management | For | Against |
| PINDUODUO INC.
MEETING DATE: FEB 08, 2023 |
||||
|
TICKER: PDD
SECURITY ID: 722304102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Lei Chen | Management | For | For |
| 2 | Elect Director Anthony Kam Ping Leung | Management | For | For |
| 3 | Elect Director Haifeng Lin | Management | For | For |
| 4 | Elect Director Qi Lu | Management | For | Against |
| 5 | Elect Director George Yong-Boon Yeo | Management | For | Against |
| 6 | Change Company Name to PDD Holdings Inc. | Management | For | For |
| 7 | Amend Memorandum and Articles of Association | Management | For | For |
| PIONEER NATURAL RESOURCES COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PXD
SECURITY ID: 723787107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Richard P. Dealy | Management | For | For |
| 1e | Elect Director Maria S. Dreyfus | Management | For | For |
| 1f | Elect Director Matthew M. Gallagher | Management | For | For |
| 1g | Elect Director Phillip A. Gobe | Management | For | For |
| 1h | Elect Director Stacy P. Methvin | Management | For | For |
| 1i | Elect Director Royce W. Mitchell | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | For |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| REGENERON PHARMACEUTICALS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: REGN
SECURITY ID: 75886F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | For |
| 1b | Elect Director Christine A. Poon | Management | For | For |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| RESTAURANT BRANDS INTERNATIONAL INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: QSR
SECURITY ID: 76131D103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexandre Behring | Management | For | For |
| 1.2 | Elect Director Maximilien de Limburg Stirum | Management | For | For |
| 1.3 | Elect Director J. Patrick Doyle | Management | For | For |
| 1.4 | Elect Director Cristina Farjallat | Management | For | For |
| 1.5 | Elect Director Jordana Fribourg | Management | For | For |
| 1.6 | Elect Director Ali Hedayat | Management | For | For |
| 1.7 | Elect Director Marc Lemann | Management | For | For |
| 1.8 | Elect Director Jason Melbourne | Management | For | For |
| 1.9 | Elect Director Daniel S. Schwartz | Management | For | For |
| 1.10 | Elect Director Thecla Sweeney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Disclose Any Annual Benchmarks for Animal Welfare Goals | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Risks to Business Due to Increased Labor Market Pressure | Shareholder | Against | Against |
| 8 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| RH
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: RH
SECURITY ID: 74967X103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Omnibus Stock Plan | Management | For | Against |
| RH
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: RH
SECURITY ID: 74967X103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hilary Krane | Management | For | For |
| 1.2 | Elect Director Katie Mitic | Management | For | For |
| 1.3 | Elect Director Ali Rowghani | 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 Procurement of Down Feathers from the Company's Suppliers | Shareholder | Against | Against |
| RISKIFIED LTD.
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: RSKD
SECURITY ID: M8216R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reelect Aaron Mankovski as Director | Management | For | For |
| 2 | Reelect Erez Shachar as Director | Management | For | For |
| 3 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Management | For | Against |
| 4 | Reappoint Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Discuss Financial Statements and the Report of the Board | Management | None | None |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| RIVIAN AUTOMOTIVE, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: RIVN
SECURITY ID: 76954A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen Boone | Management | For | For |
| 1b | Elect Director Rose Marcario | 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 a Comprehensive Human Rights Policy | Shareholder | Against | Against |
| SALESFORCE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CRM
SECURITY ID: 79466L302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SEER, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: SEER
SECURITY ID: 81578P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4.1 | Elect Director Omid Farokhzad | Management | For | Withhold |
| 4.2 | Elect Director Meeta Gulyani | Management | For | Withhold |
| 4.3 | Elect Director David Hallal | Management | For | Withhold |
| 4.4 | Elect Director Terrance McGuire | Management | For | Withhold |
| SERVICENOW, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NOW
SECURITY ID: 81762P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Bostrom | Management | For | Against |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | For |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | Against |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | Management | For | For |
| SHOCKWAVE MEDICAL, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SWAV
SECURITY ID: 82489T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director C. Raymond Larkin, Jr. | Management | For | For |
| 1.2 | Elect Director Laura Francis | Management | For | For |
| 1.3 | Elect Director Maria Sainz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SHOPIFY INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: SHOP
SECURITY ID: 82509L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tobias Lutke | Management | For | For |
| 1B | Elect Director Robert Ashe | Management | For | Against |
| 1C | Elect Director Gail Goodman | Management | For | Against |
| 1D | Elect Director Colleen Johnston | Management | For | For |
| 1E | Elect Director Jeremy Levine | Management | For | For |
| 1F | Elect Director Toby Shannan | Management | For | For |
| 1G | Elect Director Fidji Simo | Management | For | Against |
| 1H | Elect Director Bret Taylor | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | Against |
| SKYWORKS SOLUTIONS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SWKS
SECURITY ID: 83088M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan S. Batey | Management | For | For |
| 1b | Elect Director Kevin L. Beebe | Management | For | For |
| 1c | Elect Director Liam K. Griffin | Management | For | For |
| 1d | Elect Director Eric J. Guerin | Management | For | For |
| 1e | Elect Director Christine King | Management | For | For |
| 1f | Elect Director Suzanne E. McBride | Management | For | For |
| 1g | Elect Director David P. McGlade | Management | For | For |
| 1h | Elect Director Robert A. Schriesheim | Management | For | For |
| 1i | Elect Director Maryann Turcke | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| SOLAREDGE TECHNOLOGIES, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SEDG
SECURITY ID: 83417M104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marcel Gani | Management | For | For |
| 1b | Elect Director Tal Payne | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| SPLUNK INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: SPLK
SECURITY ID: 848637104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patricia Morrison | Management | For | For |
| 1b | Elect Director David Tunnell | Management | For | For |
| 1c | Elect Director Dennis L. Via | Management | For | For |
| 1d | Elect Director Luis Visoso | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| SURGERY PARTNERS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SGRY
SECURITY ID: 86881A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia A. Maryland | Management | For | For |
| 1.2 | Elect Director T. Devin O'Reilly | Management | For | For |
| 1.3 | Elect Director Brent Turner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SWEETGREEN, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: SG
SECURITY ID: 87043Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Neil Blumenthal | Management | For | For |
| 1.2 | Elect Director Julie Bornstein | Management | For | For |
| 1.3 | Elect Director Cliff Burrows | Management | For | For |
| 1.4 | Elect Director Nicolas Jammet | Management | For | For |
| 1.5 | Elect Director Valerie Jarrett | Management | For | For |
| 1.6 | Elect Director Youngme Moon | Management | For | For |
| 1.7 | Elect Director Jonathan Neman | Management | For | For |
| 1.8 | Elect Director Nathaniel Ru | Management | For | For |
| 1.9 | Elect Director Bradley Singer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SYNAPTICS INCORPORATED
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: SYNA
SECURITY ID: 87157D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael E. Hurlston | Management | For | For |
| 1b | Elect Director Patricia Kummrow | Management | For | For |
| 1c | Elect Director Vivie "YY" Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| T-MOBILE US, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: TMUS
SECURITY ID: 872590104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andre Almeida | Management | For | For |
| 1.2 | Elect Director Marcelo Claure | Management | For | For |
| 1.3 | Elect Director Srikant M. Datar | Management | For | For |
| 1.4 | Elect Director Srinivasan Gopalan | Management | For | For |
| 1.5 | Elect Director Timotheus Hottges | Management | For | For |
| 1.6 | Elect Director Christian P. Illek | Management | For | For |
| 1.7 | Elect Director Raphael Kubler | Management | For | For |
| 1.8 | Elect Director Thorsten Langheim | Management | For | For |
| 1.9 | Elect Director Dominique Leroy | Management | For | For |
| 1.10 | Elect Director Letitia A. Long | Management | For | For |
| 1.11 | Elect Director G. Michael Sievert | Management | For | For |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: 2330
SECURITY ID: 874039100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | For |
| 4 | Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee | Management | For | For |
| TARGET CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: TGT
SECURITY ID: 87612E106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TERADYNE, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: TER
SECURITY ID: 880770102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy E. Guertin | Management | For | For |
| 1b | Elect Director Peter Herweck | Management | For | For |
| 1c | Elect Director Mercedes Johnson | Management | For | For |
| 1d | Elect Director Ernest E. Maddock | Management | For | For |
| 1e | Elect Director Marilyn Matz | Management | For | For |
| 1f | Elect Director Gregory S. Smith | Management | For | For |
| 1g | Elect Director Ford Tamer | Management | For | For |
| 1h | Elect Director Paul J. Tufano | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TESLA, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | For |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Reduce Director Terms from Three to Two Years | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Adopt Proxy Access Right | Shareholder | Against | Against |
| 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| 8 | Report on Racial and Gender Board Diversity | Shareholder | Against | Against |
| 9 | Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | For |
| 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Shareholder | Against | Against |
| 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 12 | Report on Eradicating Child Labor in Battery Supply Chain | Shareholder | Against | Against |
| 13 | Report on Water Risk Exposure | Shareholder | Against | Against |
| TESLA, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | For |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| THE BOEING COMPANY
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: BA
SECURITY ID: 097023105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE BOSTON BEER COMPANY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SAM
SECURITY ID: 100557107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Meghan V. Joyce | Management | For | For |
| 1.2 | Elect Director Michael Spillane | Management | For | For |
| 1.3 | Elect Director Jean-Michel Valette | 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 |
| THE CIGNA GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CI
SECURITY ID: 125523100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE TJX COMPANIES, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TJX
SECURITY ID: 872540109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | For |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THERMO FISHER SCIENTIFIC INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TMO
SECURITY ID: 883556102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TRIP.COM GROUP LIMITED
MEETING DATE: JUN 30, 2023 |
||||
|
TICKER: 9961
SECURITY ID: 89677Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Third Amended and Restated Memorandum of Association and Articles of Association and Approve Fourth Amended and Restated Memorandum of Association and Articles of Association | Management | For | For |
| TWILIO INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: TWLO
SECURITY ID: 90138F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Bell | Management | For | For |
| 1.2 | Elect Director Jeffrey Immelt | Management | For | For |
| 1.3 | Elect Director Erika Rottenberg | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| UBER TECHNOLOGIES, INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: UBER
SECURITY ID: 90353T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald Sugar | Management | For | For |
| 1b | Elect Director Revathi Advaithi | Management | For | For |
| 1c | Elect Director Ursula Burns | Management | For | For |
| 1d | Elect Director Robert Eckert | Management | For | For |
| 1e | Elect Director Amanda Ginsberg | Management | For | For |
| 1f | Elect Director Dara Khosrowshahi | Management | For | For |
| 1g | Elect Director Wan Ling Martello | Management | For | For |
| 1h | Elect Director John Thain | Management | For | For |
| 1i | Elect Director David I. Trujillo | Management | For | For |
| 1j | Elect Director Alexander Wynaendts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Commission a Third-Party Audit on Driver Health and Safety | Shareholder | Against | Against |
| UNITED AIRLINES HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: UAL
SECURITY ID: 910047109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carolyn Corvi | Management | For | For |
| 1b | Elect Director Matthew Friend | Management | For | For |
| 1c | Elect Director Barney Harford | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director Walter Isaacson | Management | For | For |
| 1f | Elect Director James A. C. Kennedy | Management | For | For |
| 1g | Elect Director J. Scott Kirby | Management | For | For |
| 1h | Elect Director Edward M. Philip | Management | For | For |
| 1i | Elect Director Edward L. Shapiro | Management | For | For |
| 1j | Elect Director Laysha Ward | Management | For | For |
| 1k | Elect Director James M. Whitehurst | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VICTORIA'S SECRET & CO.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: VSCO
SECURITY ID: 926400102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Irene Chang Britt | Management | For | For |
| 1.2 | Elect Director Sarah Davis | Management | For | For |
| 1.3 | Elect Director Jacqueline Hernandez | Management | For | For |
| 1.4 | Elect Director Donna James | Management | For | For |
| 1.5 | Elect Director Mariam Naficy | Management | For | For |
| 1.6 | Elect Director Lauren Peters | Management | For | For |
| 1.7 | Elect Director Anne Sheehan | Management | For | For |
| 1.8 | Elect Director Martin Waters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WARBY PARKER INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: WRBY
SECURITY ID: 93403J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David (Dave) Gilboa | Management | For | For |
| 1.2 | Elect Director Youngme Moon | Management | For | For |
| 1.3 | Elect Director Ronald Williams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WAYFAIR INC.
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: W
SECURITY ID: 94419L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Omnibus Stock Plan | Management | For | Against |
| WAYFAIR INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: W
SECURITY ID: 94419L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Niraj Shah | Management | For | For |
| 1b | Elect Director Steven Conine | Management | For | For |
| 1c | Elect Director Michael Choe | Management | For | For |
| 1d | Elect Director Andrea Jung | Management | For | For |
| 1e | Elect Director Jeremy King | Management | For | For |
| 1f | Elect Director Michael Kumin | Management | For | For |
| 1g | Elect Director Jeffrey Naylor | Management | For | For |
| 1h | Elect Director Anke Schaferkordt | Management | For | For |
| 1i | Elect Director Michael E. Sneed | Management | 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 | Against |
| WELLS FARGO & COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WFC
SECURITY ID: 949746101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WEWORK INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: WE
SECURITY ID: 96209A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| YUM CHINA HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: YUMC
SECURITY ID: 98850P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred Hu | Management | For | For |
| 1b | Elect Director Joey Wat | Management | For | For |
| 1c | Elect Director Peter A. Bassi | Management | For | For |
| 1d | Elect Director Edouard Ettedgui | Management | For | For |
| 1e | Elect Director Ruby Lu | Management | For | For |
| 1f | Elect Director Zili Shao | Management | For | For |
| 1g | Elect Director William Wang | Management | For | For |
| 1h | Elect Director Min (Jenny) Zhang | Management | For | For |
| 1i | Elect Director Christina Xiaojing Zhu | Management | For | For |
| 2 | Ratify KPMG Huazhen LLP and KPMG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| YUM! BRANDS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: YUM
SECURITY ID: 988498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZOETIS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ZTS
SECURITY ID: 98978V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| ZOOM VIDEO COMMUNICATIONS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ZM
SECURITY ID: 98980L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric S. Yuan | Management | For | Withhold |
| 1.2 | Elect Director Peter Gassner | Management | For | Withhold |
| 1.3 | Elect Director H.R. McMaster | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ZTO EXPRESS (CAYMAN) INC.
MEETING DATE: APR 14, 2023 |
||||
|
TICKER: 2057
SECURITY ID: 98980A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 2 | Authorize Share Repurchase Program | Management | For | For |
| 3 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 4 | Amend Articles of Association | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY BLUE CHIP VALUE ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ATVI
SECURITY ID: 00507V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| AFFILIATED MANAGERS GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: AMG
SECURITY ID: 008252108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen L. Alvingham | Management | For | For |
| 1b | Elect Director Tracy A. Atkinson | Management | For | For |
| 1c | Elect Director Dwight D. Churchill | Management | For | For |
| 1d | Elect Director Jay C. Horgen | Management | For | For |
| 1e | Elect Director Reuben Jeffery, III | Management | For | For |
| 1f | Elect Director Felix V. Matos Rodriguez | Management | For | For |
| 1g | Elect Director Tracy P. Palandjian | Management | For | For |
| 1h | Elect Director David C. Ryan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| AMDOCS LIMITED
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: DOX
SECURITY ID: G02602103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director Rafael de la Vega | Management | For | For |
| 1.4 | Elect Director Eli Gelman | Management | For | For |
| 1.5 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.6 | Elect Director John A. MacDonald | Management | For | For |
| 1.7 | Elect Director Shuky Sheffer | Management | For | For |
| 1.8 | Elect Director Yvette Kanouff | Management | For | For |
| 1.9 | Elect Director Sarah Ruth Davis | Management | For | For |
| 1.10 | Elect Director Amos Genish | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| ANTERO RESOURCES CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: AR
SECURITY ID: 03674X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Rady | Management | For | Withhold |
| 1.2 | Elect Director Thomas B. Tyree, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Brenda R. Schroer | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| ASPEN TECHNOLOGY, INC.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: AZPN
SECURITY ID: 29109X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick M. Antkowiak | Management | For | For |
| 1b | Elect Director Robert E. Beauchamp | Management | For | For |
| 1c | Elect Director Thomas F. Bogan | Management | For | For |
| 1d | Elect Director Karen M. Golz | Management | For | For |
| 1e | Elect Director Ram R. Krishnan | Management | For | For |
| 1f | Elect Director Antonio J. Pietri | Management | For | For |
| 1g | Elect Director Arlen R. Shenkman | Management | For | For |
| 1h | Elect Director Jill D. Smith | Management | For | For |
| 1i | Elect Director Robert M. Whelan, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ASTRAZENECA PLC
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AZN
SECURITY ID: 046353108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividends | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5a | Re-elect Michel Demare as Director | Management | For | For |
| 5b | Re-elect Pascal Soriot as Director | Management | For | For |
| 5c | Re-elect Aradhana Sarin as Director | Management | For | For |
| 5d | Re-elect Philip Broadley as Director | Management | For | For |
| 5e | Re-elect Euan Ashley as Director | Management | For | For |
| 5f | Re-elect Deborah DiSanzo as Director | Management | For | For |
| 5g | Re-elect Diana Layfield as Director | Management | For | For |
| 5h | Re-elect Sheri McCoy as Director | Management | For | For |
| 5i | Re-elect Tony Mok as Director | Management | For | For |
| 5j | Re-elect Nazneen Rahman as Director | Management | For | For |
| 5k | Re-elect Andreas Rummelt as Director | Management | For | For |
| 5l | Re-elect Marcus Wallenberg as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 13 | Adopt New Articles of Association | Management | For | For |
| BANK OF AMERICA CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BAC
SECURITY ID: 060505104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BAXTER INTERNATIONAL INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BAX
SECURITY ID: 071813109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1b | Elect Director Michael F. Mahoney | Management | For | For |
| 1c | Elect Director Patricia B. Morrison | Management | For | For |
| 1d | Elect Director Stephen N. Oesterle | Management | For | For |
| 1e | Elect Director Nancy M. Schlichting | Management | For | For |
| 1f | Elect Director Brent Shafer | Management | For | For |
| 1g | Elect Director Cathy R. Smith | Management | For | For |
| 1h | Elect Director Amy A. Wendell | Management | For | For |
| 1i | Elect Director David S. Wilkes | Management | For | For |
| 1j | Elect Director Peter M. Wilver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| BERKSHIRE HATHAWAY INC.
MEETING DATE: MAY 06, 2023 |
||||
|
TICKER: BRK.B
SECURITY ID: 084670702
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | For |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | For |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | For |
| 1.10 | Elect Director Charlotte Guyman | Management | For | For |
| 1.11 | Elect Director Ajit Jain | Management | For | For |
| 1.12 | Elect Director Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Report on Physical and Transitional Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 5 | Report on Audit Committee's Oversight on Climate Risks and Disclosures | Shareholder | Against | Against |
| 6 | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Shareholder | Against | For |
| 7 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BLACKROCK, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: BLK
SECURITY ID: 09247X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director William E. Ford | Management | For | For |
| 1e | Elect Director Fabrizio Freda | Management | For | For |
| 1f | Elect Director Murry S. Gerber | Management | For | For |
| 1g | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1h | Elect Director Robert S. Kapito | Management | For | For |
| 1i | Elect Director Cheryl D. Mills | Management | For | For |
| 1j | Elect Director Gordon M. Nixon | Management | For | For |
| 1k | Elect Director Kristin C. Peck | Management | For | For |
| 1l | Elect Director Charles H. Robbins | Management | For | For |
| 1m | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1n | Elect Director Hans E. Vestberg | Management | For | For |
| 1o | Elect Director Susan L. Wagner | Management | For | For |
| 1p | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Report on Ability to Engineer Decarbonization in the Real Economy | Shareholder | Against | Against |
| 7 | Report on Societal Impacts of Aerospace & Defense Industry ETF | Shareholder | Against | Against |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BMY
SECURITY ID: 110122108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BROADCOM INC.
MEETING DATE: APR 03, 2023 |
||||
|
TICKER: AVGO
SECURITY ID: 11135F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CBRE GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CBRE
SECURITY ID: 12504L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Reginald H. Gilyard | Management | For | For |
| 1d | Elect Director Shira D. Goodman | Management | For | For |
| 1e | Elect Director E.M. Blake Hutcheson | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Susan Meaney | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director Robert E. Sulentic | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| CENTENE CORPORATION
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| CENTENE CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jessica L. Blume | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director Christopher J. Coughlin | Management | For | For |
| 1d | Elect Director H. James Dallas | Management | For | For |
| 1e | Elect Director Wayne S. DeVeydt | Management | For | For |
| 1f | Elect Director Frederick H. Eppinger | Management | For | For |
| 1g | Elect Director Monte E. Ford | Management | For | For |
| 1h | Elect Director Sarah M. London | Management | For | For |
| 1i | Elect Director Lori J. Robinson | Management | For | For |
| 1j | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Against | Against |
| CHUBB LIMITED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CB
SECURITY ID: H1467J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | For |
| 5.2 | Elect Director Michael P. Connors | Management | For | For |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Nancy K. Buese | Management | For | For |
| 5.6 | Elect Director Sheila P. Burke | Management | For | For |
| 5.7 | Elect Director Michael L. Corbat | Management | For | For |
| 5.8 | Elect Director Robert J. Hugin | Management | For | For |
| 5.9 | Elect Director Robert W. Scully | Management | For | For |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.11 | Elect Director David H. Sidwell | Management | For | For |
| 5.12 | Elect Director Olivier Steimer | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | For |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | For |
| 10.1 | Cancel Repurchased Shares | Management | For | For |
| 10.2 | Reduction of Par Value | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | For |
| 11.3 | Approve Remuneration Report | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CISCO SYSTEMS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: CSCO
SECURITY ID: 17275R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| COCA-COLA EUROPACIFIC PARTNERS PLC
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: CCEP
SECURITY ID: G25839104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Elect Mary Harris as Director | Management | For | Against |
| 5 | Elect Nicolas Mirzayantz as Director | Management | For | For |
| 6 | Elect Nancy Quan as Director | Management | For | For |
| 7 | Re-elect Manolo Arroyo as Director | Management | For | Against |
| 8 | Re-elect John Bryant as Director | Management | For | Against |
| 9 | Re-elect Jose Ignacio Comenge as Director | Management | For | Against |
| 10 | Re-elect Damian Gammell as Director | Management | For | For |
| 11 | Re-elect Nathalie Gaveau as Director | Management | For | For |
| 12 | Re-elect Alvaro Gomez-Trenor Aguilar as Director | Management | For | For |
| 13 | Re-elect Thomas Johnson as Director | Management | For | Against |
| 14 | Re-elect Dagmar Kollmann as Director | Management | For | For |
| 15 | Re-elect Alfonso Libano Daurella as Director | Management | For | For |
| 16 | Re-elect Mark Price as Director | Management | For | For |
| 17 | Re-elect Mario Rotllant Sola as Director | Management | For | For |
| 18 | Re-elect Dessi Temperley as Director | Management | For | For |
| 19 | Re-elect Garry Watts as Director | Management | For | For |
| 20 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 21 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 22 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 23 | Authorise Issue of Equity | Management | For | For |
| 24 | Approve Waiver of Rule 9 of the Takeover Code | Management | For | For |
| 25 | Approve Long Term Incentive Plan | Management | For | For |
| 26 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 27 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 28 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 29 | Authorise Off-Market Purchase of Ordinary Shares | Management | For | For |
| 30 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: CTSH
SECURITY ID: 192446102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Zein Abdalla | Management | For | For |
| 1b | Elect Director Vinita Bali | Management | For | For |
| 1c | Elect Director Eric Branderiz | Management | For | For |
| 1d | Elect Director Archana Deskus | Management | For | For |
| 1e | Elect Director John M. Dineen | Management | For | For |
| 1f | Elect Director Nella Domenici | Management | For | For |
| 1g | Elect Director Ravi Kumar S | Management | For | For |
| 1h | Elect Director Leo S. Mackay, Jr. | Management | For | For |
| 1i | Elect Director Michael Patsalos-Fox | Management | For | For |
| 1j | Elect Director Stephen J. Rohleder | Management | For | For |
| 1k | Elect Director Abraham "Bram" Schot | Management | For | For |
| 1l | Elect Director Joseph M. Velli | Management | For | For |
| 1m | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Amend Bylaws | Shareholder | Against | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
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 Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSTELLATION ENERGY CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CEG
SECURITY ID: 21037T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Dominguez | Management | For | For |
| 1.2 | Elect Director Julie Holzrichter | Management | For | For |
| 1.3 | Elect Director Ashish Khandpur | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CRANE NXT CO.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: CXT
SECURITY ID: 224441105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Dinkins | Management | For | For |
| 1.2 | Elect Director William Grogan | Management | For | For |
| 1.3 | Elect Director Cristen Kogl | Management | For | For |
| 1.4 | Elect Director Ellen McClain | Management | For | For |
| 1.5 | Elect Director Max H. Mitchell | Management | For | For |
| 1.6 | Elect Director Aaron W. Saak | Management | For | For |
| 1.7 | Elect Director John S. Stroup | Management | For | For |
| 1.8 | Elect Director James L. L. Tullis | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CULLEN/FROST BANKERS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CFR
SECURITY ID: 229899109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carlos Alvarez | Management | For | For |
| 1.2 | Elect Director Chris M. Avery | Management | For | For |
| 1.3 | Elect Director Anthony R. 'Tony' Chase | Management | For | For |
| 1.4 | Elect Director Cynthia J. Comparin | Management | For | For |
| 1.5 | Elect Director Samuel G. Dawson | Management | For | For |
| 1.6 | Elect Director Crawford H. Edwards | Management | For | For |
| 1.7 | Elect Director Patrick B. Frost | Management | For | For |
| 1.8 | Elect Director Phillip D. Green | Management | For | For |
| 1.9 | Elect Director David J. Haemisegger | Management | For | For |
| 1.10 | Elect Director Charles W. Matthews | Management | For | For |
| 1.11 | Elect Director Joseph A. Pierce | Management | For | For |
| 1.12 | Elect Director Linda B. Rutherford | Management | For | For |
| 1.13 | Elect Director Jack Willome | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| DOLLAR GENERAL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: DG
SECURITY ID: 256677105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | For |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | Against |
| DOMINION ENERGY, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: D
SECURITY ID: 25746U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director James A. Bennett | Management | For | For |
| 1B | Elect Director Robert M. Blue | Management | For | For |
| 1C | Elect Director D. Maybank Hagood | Management | For | For |
| 1D | Elect Director Ronald W. Jibson | Management | For | For |
| 1E | Elect Director Mark J. Kington | Management | For | For |
| 1F | Elect Director Kristin G. Lovejoy | Management | For | For |
| 1G | Elect Director Joseph M. Rigby | Management | For | For |
| 1H | Elect Director Pamela J. Royal | Management | For | For |
| 1I | Elect Director Robert H. Spilman, Jr. | Management | For | For |
| 1J | Elect Director Susan N. Story | Management | For | For |
| 1K | Elect Director Michael E. Szymanczyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Amend Advance Notice Provisions for Director Nominations | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| DUKE ENERGY CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: DUK
SECURITY ID: 26441C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Derrick Burks | Management | For | For |
| 1b | Elect Director Annette K. Clayton | Management | For | For |
| 1c | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Caroline Dorsa | Management | For | For |
| 1f | Elect Director W. Roy Dunbar | Management | For | For |
| 1g | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1h | Elect Director Lynn J. Good | Management | For | For |
| 1i | Elect Director John T. Herron | Management | For | For |
| 1j | Elect Director Idalene F. Kesner | Management | For | For |
| 1k | Elect Director E. Marie McKee | Management | For | For |
| 1l | Elect Director Michael J. Pacilio | Management | For | For |
| 1m | Elect Director Thomas E. Skains | Management | For | For |
| 1n | Elect Director William E. Webster, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| 7 | Create a Committee to Evaluate Decarbonization Risk | Shareholder | Against | Against |
| DUPONT DE NEMOURS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DD
SECURITY ID: 26614N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy G. Brady | Management | For | For |
| 1b | Elect Director Edward D. Breen | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Terrence R. Curtin | Management | For | For |
| 1e | Elect Director Alexander M. Cutler | Management | For | For |
| 1f | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1g | Elect Director Kristina M. Johnson | Management | For | For |
| 1h | Elect Director Luther C. Kissam | Management | For | For |
| 1i | Elect Director Frederick M. Lowery | Management | For | For |
| 1j | Elect Director Raymond J. Milchovich | Management | For | For |
| 1k | Elect Director Deanna M. Mulligan | Management | For | For |
| 1l | Elect Director Steven M. Sterin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| EATON CORPORATION PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ETN
SECURITY ID: G29183103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Arnold | Management | For | For |
| 1b | Elect Director Olivier Leonetti | Management | For | For |
| 1c | Elect Director Silvio Napoli | Management | For | For |
| 1d | Elect Director Gregory R. Page | Management | For | For |
| 1e | Elect Director Sandra Pianalto | Management | For | For |
| 1f | Elect Director Robert V. Pragada | Management | For | For |
| 1g | Elect Director Lori J. Ryerkerk | Management | For | For |
| 1h | Elect Director Gerald B. Smith | Management | For | For |
| 1i | Elect Director Dorothy C. Thompson | Management | For | For |
| 1j | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorize Issue of Equity with Pre-emptive Rights | Management | For | For |
| 6 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Share Repurchase of Issued Share Capital | Management | For | For |
| EBAY, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: EBAY
SECURITY ID: 278642103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adriane M. Brown | Management | For | For |
| 1b | Elect Director Aparna Chennapragada | Management | For | For |
| 1c | Elect Director Logan D. Green | Management | For | For |
| 1d | Elect Director E. Carol Hayles | Management | For | For |
| 1e | Elect Director Jamie Iannone | Management | For | For |
| 1f | Elect Director Shripriya Mahesh | Management | For | For |
| 1g | Elect Director Paul S. Pressler | Management | For | For |
| 1h | Elect Director Mohak Shroff | Management | For | For |
| 1i | Elect Director Perry M. Traquina | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10% | Shareholder | Against | Against |
| EDISON INTERNATIONAL
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: EIX
SECURITY ID: 281020107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ELEVANCE HEALTH, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ELV
SECURITY ID: 036752103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.4 | Elect Director Deanna D. Strable | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Annually Report Third Party Political Contributions | Shareholder | Against | Against |
| EQUINOR ASA
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: EQNR
SECURITY ID: 29446M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Registration of Attending Shareholders and Proxies | Management | None | None |
| 3 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 4 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 6 | Accept Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of USD 0.30 Per Share, Approve Extraordinary Dividends of USD 0.60 Per Share | Management | For | Did Not Vote |
| 7 | Authorize Board to Distribute Dividends | Management | For | Did Not Vote |
| 8 | Ban Use of Fiberglass Rotor Blades in All New Wind Farms, Commit to Buy into Existing Hydropower Projects, and Conduct Research on Other Energy Sources Such as Thorium | Shareholder | Against | Did Not Vote |
| 9 | Identify and Manage Climate-Related Risks and Possibilities, and Integrate Them into Company's Strategy | Shareholder | Against | Did Not Vote |
| 10 | Stop All Exploration and Drilling by 2025 and Provide Financial and Technical Assistance For Repair and Development of Ukraine's Energy Infrastructure | Shareholder | Against | Did Not Vote |
| 11 | Develop Procedure to Improve Response to Shareholder Proposals | Shareholder | Against | Did Not Vote |
| 12 | End All Plans for Activities in Barents Sea, Adjust Up Investment in Renewables/Low Carbon Solution to 50 Percent by 2025, Implement CCS for Melkoya, and Invest in Rebuilding of Ukraine | Shareholder | Against | Did Not Vote |
| 13 | Stop All Exploration and Test Drilling for Oil & Gas, Become a Leading Producer of Renewable Energy, Stop Plans for Electrification of Melkoya, and Present a Plan Enabling Norway to Become Net-Zero By 2050 | Shareholder | Against | Did Not Vote |
| 14 | Include Global Warming in Company's Further Strategy, Stop All Exploration For More Oil & Gas, Phase Out All Production and Sale of Oil & Gas, Multiply Investment in Renewable Energy and CCS, and Become Climate-Friendly Company | Shareholder | Against | Did Not Vote |
| 15 | Approve Company's Corporate Governance Statement | Management | For | Did Not Vote |
| 16.1 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 16.2 | Approve Remuneration Statement | Management | For | Did Not Vote |
| 17 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 18 | Approve Remuneration of Directors in the Amount of NOK 143,700 for Chairman, NOK 75,800 for Deputy Chairman and NOK 53,250 for Other Directors; Approve Remuneration for Deputy Directors | Management | For | Did Not Vote |
| 19 | Approve Remuneration of Nominating Committee | Management | For | Did Not Vote |
| 20 | Authorize Share Repurchase Program in Connection With Employee Remuneration Programs | Management | For | Did Not Vote |
| 21 | Approve NOK 431 Million Reduction in Share Capital via Share Cancellation | Management | For | Did Not Vote |
| 22 | Authorize Share Repurchase Program and Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| EVERGY, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: EVRG
SECURITY ID: 30034W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David A. Campbell | Management | For | For |
| 1b | Elect Director Thomas D. Hyde | Management | For | For |
| 1c | Elect Director B. Anthony Isaac | Management | For | For |
| 1d | Elect Director Paul M. Keglevic | Management | For | For |
| 1e | Elect Director Mary L. Landrieu | Management | For | For |
| 1f | Elect Director Sandra A.J. Lawrence | Management | For | For |
| 1g | Elect Director Ann D. Murtlow | Management | For | For |
| 1h | Elect Director Sandra J. Price | Management | For | For |
| 1i | Elect Director Mark A. Ruelle | Management | For | For |
| 1j | Elect Director James Scarola | Management | For | For |
| 1k | Elect Director C. John Wilder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EXELON CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: EXC
SECURITY ID: 30161N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Anderson | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Calvin G. Butler, Jr. | Management | For | For |
| 1d | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1e | Elect Director Linda Jojo | Management | For | For |
| 1f | Elect Director Charisse Lillie | Management | For | For |
| 1g | Elect Director Matthew Rogers | Management | For | For |
| 1h | Elect Director John Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| H&R BLOCK, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: HRB
SECURITY ID: 093671105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sean H. Cohan | Management | For | For |
| 1b | Elect Director Robert A. Gerard | Management | For | For |
| 1c | Elect Director Anuradha (Anu) Gupta | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Mia F. Mends | Management | For | For |
| 1g | Elect Director Yolande G. Piazza | Management | For | For |
| 1h | Elect Director Victoria J. Reich | Management | For | For |
| 1i | Elect Director Matthew E. Winter | 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 |
| HUMANA INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: HUM
SECURITY ID: 444859102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INVESCO LTD.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: IVZ
SECURITY ID: G491BT108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sarah E. Beshar | Management | For | For |
| 1.2 | Elect Director Thomas M. Finke | Management | For | For |
| 1.3 | Elect Director Martin L. Flanagan | Management | For | For |
| 1.4 | Elect Director Thomas (Todd) P. Gibbons | Management | For | For |
| 1.5 | Elect Director William (Bill) F. Glavin, Jr. | Management | For | For |
| 1.6 | Elect Director Elizabeth (Beth) S. Johnson | Management | For | For |
| 1.7 | Elect Director Denis Kessler | Management | For | For |
| 1.8 | Elect Director Nigel Sheinwald | Management | For | For |
| 1.9 | Elect Director Paula C. Tolliver | Management | For | For |
| 1.10 | Elect Director G. Richard (Rick) Wagoner, Jr. | Management | For | For |
| 1.11 | Elect Director Christopher C. Womack | Management | For | For |
| 1.12 | Elect Director Phoebe A. Wood | 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 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ITT INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ITT
SECURITY ID: 45073V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| JPMORGAN CHASE & CO.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JPM
SECURITY ID: 46625H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| L3HARRIS TECHNOLOGIES, INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: LHX
SECURITY ID: 502431109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sallie B. Bailey | Management | For | For |
| 1b | Elect Director Peter W. Chiarelli | Management | For | For |
| 1c | Elect Director Thomas A. Dattilo | Management | For | For |
| 1d | Elect Director Roger B. Fradin | Management | For | For |
| 1e | Elect Director Joanna L. Geraghty | Management | For | For |
| 1f | Elect Director Harry B. Harris, Jr. | Management | For | For |
| 1g | Elect Director Lewis Hay, III | Management | For | For |
| 1h | Elect Director Christopher E. Kubasik | Management | For | For |
| 1i | Elect Director Rita S. Lane | Management | For | For |
| 1j | Elect Director Robert B. Millard | Management | For | For |
| 1k | Elect Director Edward A. Rice, Jr. | Management | For | For |
| 1l | Elect Director Christina L. Zamarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| M&T BANK CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: MTB
SECURITY ID: 55261F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Barnes | Management | For | For |
| 1.2 | Elect Director Robert T. Brady | Management | For | For |
| 1.3 | Elect Director Carlton J. Charles | Management | For | For |
| 1.4 | Elect Director Jane Chwick | Management | For | For |
| 1.5 | Elect Director William F. Cruger, Jr. | Management | For | For |
| 1.6 | Elect Director T. Jefferson Cunningham, III | Management | For | For |
| 1.7 | Elect Director Gary N. Geisel | Management | For | For |
| 1.8 | Elect Director Leslie V. Godridge | Management | For | For |
| 1.9 | Elect Director Rene F. Jones | Management | For | For |
| 1.10 | Elect Director Richard H. Ledgett, Jr. | Management | For | For |
| 1.11 | Elect Director Melinda R. Rich | Management | For | For |
| 1.12 | Elect Director Robert E. Sadler, Jr. | Management | For | For |
| 1.13 | Elect Director Denis J. Salamone | Management | For | For |
| 1.14 | Elect Director John R. Scannell | Management | For | For |
| 1.15 | Elect Director Rudina Seseri | Management | For | For |
| 1.16 | Elect Director Kirk W. Walters | Management | For | For |
| 1.17 | Elect Director Herbert L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MAXIMUS, INC.
MEETING DATE: MAR 14, 2023 |
||||
|
TICKER: MMS
SECURITY ID: 577933104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne K. Altman | Management | For | For |
| 1b | Elect Director Bruce L. Caswell | Management | For | For |
| 1c | Elect Director John J. Haley | Management | For | For |
| 1d | Elect Director Jan D. Madsen | Management | For | For |
| 1e | Elect Director Richard A. Montoni | Management | For | For |
| 1f | Elect Director Gayathri Rajan | Management | For | For |
| 1g | Elect Director Raymond B. Ruddy | Management | For | For |
| 1h | Elect Director Michael J. Warren | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICRON TECHNOLOGY, INC.
MEETING DATE: JAN 12, 2023 |
||||
|
TICKER: MU
SECURITY ID: 595112103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MONDELEZ INTERNATIONAL, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: MDLZ
SECURITY ID: 609207105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Jorge S. Mesquita | Management | For | For |
| 1e | Elect Director Anindita Mukherjee | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Michael A. Todman | Management | For | For |
| 1i | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 7 | Report on Targets to Eradicate Child Labor in Cocoa Supply Chain | Shareholder | Against | For |
| NEWMONT CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: NEM
SECURITY ID: 651639106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick G. Awuah, Jr. | Management | For | For |
| 1.2 | Elect Director Gregory H. Boyce | Management | For | For |
| 1.3 | Elect Director Bruce R. Brook | Management | For | For |
| 1.4 | Elect Director Maura Clark | Management | For | For |
| 1.5 | Elect Director Emma FitzGerald | Management | For | For |
| 1.6 | Elect Director Mary A. Laschinger | Management | For | For |
| 1.7 | Elect Director Jose Manuel Madero | Management | For | For |
| 1.8 | Elect Director Rene Medori | Management | For | For |
| 1.9 | Elect Director Jane Nelson | Management | For | For |
| 1.10 | Elect Director Thomas Palmer | Management | For | For |
| 1.11 | Elect Director Julio M. Quintana | Management | For | For |
| 1.12 | Elect Director Susan N. Story | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NEXTERA ENERGY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NEE
SECURITY ID: 65339F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| NORTHERN TRUST CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: NTRS
SECURITY ID: 665859104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| NORTHROP GRUMMAN CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOC
SECURITY ID: 666807102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NORTONLIFELOCK INC.
MEETING DATE: SEP 13, 2022 |
||||
|
TICKER: NLOK
SECURITY ID: 668771108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan P. Barsamian | Management | For | For |
| 1b | Elect Director Eric K. Brandt | Management | For | For |
| 1c | Elect Director Frank E. Dangeard | Management | For | For |
| 1d | Elect Director Nora M. Denzel | Management | For | For |
| 1e | Elect Director Peter A. Feld | Management | For | For |
| 1f | Elect Director Emily Heath | Management | For | For |
| 1g | Elect Director Vincent Pilette | Management | For | For |
| 1h | Elect Director Sherrese M. Smith | 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 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| NXP SEMICONDUCTORS N.V.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NXPI
SECURITY ID: N6596X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: OXY
SECURITY ID: 674599105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OPEN TEXT CORPORATION
MEETING DATE: SEP 15, 2022 |
||||
|
TICKER: OTEX
SECURITY ID: 683715106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.10 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.11 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | Against |
| 4 | Approve Shareholder Rights Plan | Management | For | For |
| OSHKOSH CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: OSK
SECURITY ID: 688239201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith J. Allman | Management | For | For |
| 1.2 | Elect Director Douglas L. Davis | Management | For | For |
| 1.3 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.4 | Elect Director Kimberley Metcalf-Kupres | Management | For | For |
| 1.5 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.6 | Elect Director Duncan J. Palmer | Management | For | For |
| 1.7 | Elect Director David G. Perkins | Management | For | For |
| 1.8 | Elect Director John C. Pfeifer | Management | For | For |
| 1.9 | Elect Director Sandra E. Rowland | Management | For | For |
| 1.10 | Elect Director John S. Shiely | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require a Majority Vote for the Election of Directors | Shareholder | Against | Against |
| OVINTIV INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: OVV
SECURITY ID: 69047Q102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A.Dea | Management | For | For |
| 1b | Elect Director Meg A. Gentle | Management | For | For |
| 1c | Elect Director Ralph Izzo | Management | For | For |
| 1d | Elect Director Howard J. Mayson | Management | For | For |
| 1e | Elect Director Brendan M. McCracken | Management | For | For |
| 1f | Elect Director Lee A. McIntire | Management | For | For |
| 1g | Elect Director Katherine L. Minyard | Management | For | For |
| 1h | Elect Director Steven W. Nance | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director George L. Pita | Management | For | For |
| 1k | Elect Director Thomas G. Ricks | Management | For | For |
| 1l | Elect Director Brian G. Shaw | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PENTAIR PLC
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PNR
SECURITY ID: G7S00T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mona Abutaleb Stephenson | Management | For | For |
| 1b | Elect Director Melissa Barra | Management | For | For |
| 1c | Elect Director T. Michael Glenn | Management | For | For |
| 1d | Elect Director Theodore L. Harris | Management | For | For |
| 1e | Elect Director David A. Jones | Management | For | For |
| 1f | Elect Director Gregory E. Knight | Management | For | For |
| 1g | Elect Director Michael T. Speetzen | Management | For | For |
| 1h | Elect Director John L. Stauch | Management | For | For |
| 1i | Elect Director Billie I. Williamson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Preemption Rights Under Irish Law | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| PG&E CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: PCG
SECURITY ID: 69331C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PORTLAND GENERAL ELECTRIC COMPANY
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: POR
SECURITY ID: 736508847
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dawn Farrell | Management | For | For |
| 1b | Elect Director Mark Ganz | Management | For | For |
| 1c | Elect Director Marie Oh Huber | Management | For | For |
| 1d | Elect Director Kathryn Jackson | Management | For | For |
| 1e | Elect Director Michael Lewis | Management | For | For |
| 1f | Elect Director Michael Millegan | Management | For | For |
| 1g | Elect Director Lee Pelton | Management | For | For |
| 1h | Elect Director Patricia Salas Pineda | Management | For | For |
| 1i | Elect Director Maria Pope | Management | For | For |
| 1j | Elect Director James Torgerson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| REGAL REXNORD CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RRX
SECURITY ID: 758750103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| REGENERON PHARMACEUTICALS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: REGN
SECURITY ID: 75886F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | For |
| 1b | Elect Director Christine A. Poon | Management | For | For |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ROSS STORES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ROST
SECURITY ID: 778296103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Gunnar Bjorklund | Management | For | For |
| 1b | Elect Director Michael J. Bush | Management | For | For |
| 1c | Elect Director Edward G. Cannizzaro | Management | For | For |
| 1d | Elect Director Sharon D. Garrett | Management | For | For |
| 1e | Elect Director Michael J. Hartshorn | Management | For | For |
| 1f | Elect Director Stephen D. Milligan | Management | For | For |
| 1g | Elect Director Patricia H. Mueller | Management | For | For |
| 1h | Elect Director George P. Orban | Management | For | For |
| 1i | Elect Director Larree M. Renda | Management | For | For |
| 1j | Elect Director Barbara Rentler | Management | For | For |
| 1k | Elect Director Doniel N. Sutton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SANOFI
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SAN
SECURITY ID: 80105N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.56 per Share | Management | For | For |
| 4 | Elect Frederic Oudea as Director | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Serge Weinberg, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Paul Hudson, CEO | Management | For | For |
| 8 | Approve Remuneration of Directors in the Aggregate Amount of EUR 2.5 Million | Management | For | For |
| 9 | Approve Remuneration Policy of Directors | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of CEO | Management | For | For |
| 12 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 13 | Ratify Change Location of Registered Office to 46, Avenue de la Grande Armee, 75017 Paris and Amend Article 4 of Bylaws Accordingly | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 19 | Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SPECTRUM BRANDS HOLDINGS, INC.
MEETING DATE: AUG 09, 2022 |
||||
|
TICKER: SPB
SECURITY ID: 84790A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherianne James | Management | For | For |
| 1.2 | Elect Director Leslie L. Campbell | Management | For | For |
| 1.3 | Elect Director Joan Chow | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TE CONNECTIVITY LTD.
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: TEL
SECURITY ID: H84989104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean-Pierre Clamadieu | Management | For | For |
| 1b | Elect Director Terrence R. Curtin | Management | For | For |
| 1c | Elect Director Carol A. (John) Davidson | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director William A. Jeffrey | Management | For | For |
| 1f | Elect Director Syaru Shirley Lin | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Heath A. Mitts | Management | For | For |
| 1i | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1j | Elect Director Mark C. Trudeau | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 1l | Elect Director Laura H. Wright | Management | For | For |
| 2 | Elect Board Chairman Thomas J. Lynch | Management | For | For |
| 3a | Elect Abhijit Y. Talwalkar as Member of Management Development and Compensation Committee | Management | For | For |
| 3b | Elect Mark C. Trudeau as Member of Management Development and Compensation Committee | Management | For | For |
| 3c | Elect Dawn C. Willoughby as Member of Management Development and Compensation Committee | Management | For | For |
| 4 | Designate Rene Schwarzenbach as Independent Proxy | Management | For | For |
| 5.1 | Accept Annual Report for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.2 | Accept Statutory Financial Statements for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.3 | Approve Consolidated Financial Statements for Fiscal Year Ended September 30, 2022 | 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 2023 | Management | For | For |
| 7.2 | Ratify Deloitte AG as Swiss Registered Auditors | Management | For | For |
| 7.3 | Ratify PricewaterhouseCoopers AG as Special Auditors | Management | For | For |
| 8 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 9 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 10 | Approve Remuneration Report | Management | For | For |
| 11 | Approve Remuneration of Executive Management in the Amount of USD 53.5 Million | Management | For | For |
| 12 | Approve Remuneration of Board of Directors in the Amount of USD 4.1 Million | Management | For | For |
| 13 | Approve Allocation of Available Earnings at September 30, 2022 | Management | For | For |
| 14 | Approve Declaration of Dividend | Management | For | For |
| 15 | Authorize Share Repurchase Program | Management | For | For |
| 16 | Approve Reduction in Share Capital via Cancelation of Shares | Management | For | For |
| 17 | Amend Articles to Reflect Changes in Capital | Management | For | For |
| THE AES CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: AES
SECURITY ID: 00130H105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet G. Davidson | Management | For | For |
| 1.2 | Elect Director Andres R. Gluski | Management | For | For |
| 1.3 | Elect Director Tarun Khanna | Management | For | For |
| 1.4 | Elect Director Holly K. Koeppel | Management | For | For |
| 1.5 | Elect Director Julia M. Laulis | Management | For | For |
| 1.6 | Elect Director Alain Monie | Management | For | For |
| 1.7 | Elect Director John B. Morse, Jr. | Management | For | For |
| 1.8 | Elect Director Moises Naim | Management | For | For |
| 1.9 | Elect Director Teresa M. Sebastian | Management | For | For |
| 1.10 | Elect Director Maura Shaughnessy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE BOEING COMPANY
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: BA
SECURITY ID: 097023105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE CIGNA GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CI
SECURITY ID: 125523100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE CLOROX COMPANY
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: CLX
SECURITY ID: 189054109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amy L. Banse | Management | For | For |
| 1.2 | Elect Director Julia Denman | Management | For | For |
| 1.3 | Elect Director Spencer C. Fleischer | Management | For | For |
| 1.4 | Elect Director Esther Lee | Management | For | For |
| 1.5 | Elect Director A.D. David Mackay | Management | For | For |
| 1.6 | Elect Director Paul Parker | Management | For | For |
| 1.7 | Elect Director Stephanie Plaines | Management | For | For |
| 1.8 | Elect Director Linda Rendle | Management | For | For |
| 1.9 | Elect Director Matthew J. Shattock | Management | For | For |
| 1.10 | Elect Director Kathryn Tesija | Management | For | For |
| 1.11 | Elect Director Russell J. Weiner | Management | For | For |
| 1.12 | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE PNC FINANCIAL SERVICES GROUP, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: PNC
SECURITY ID: 693475105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Renu Khator | Management | For | For |
| 1i | Elect Director Linda R. Medler | Management | For | For |
| 1j | Elect Director Robert A. Niblock | Management | For | For |
| 1k | Elect Director Martin Pfinsgraff | Management | For | For |
| 1l | Elect Director Bryan S. Salesky | Management | For | For |
| 1m | Elect Director Toni Townes-whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE SOUTHERN COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SO
SECURITY ID: 842587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TRV
SECURITY ID: 89417E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan L. Beller | Management | For | For |
| 1b | Elect Director Janet M. Dolan | Management | For | For |
| 1c | Elect Director Russell G. Golden | Management | For | For |
| 1d | Elect Director Patricia L. Higgins | Management | For | For |
| 1e | Elect Director William J. Kane | Management | For | For |
| 1f | Elect Director Thomas B. Leonardi | Management | For | For |
| 1g | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Philip T. (Pete) Ruegger, III | Management | For | For |
| 1j | Elect Director Rafael Santana | Management | For | For |
| 1k | Elect Director Todd C. Schermerhorn | Management | For | For |
| 1l | Elect Director Alan D. Schnitzer | Management | For | For |
| 1m | Elect Director Laurie J. Thomsen | Management | For | For |
| 1n | Elect Director Bridget van Kralingen | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting | Shareholder | Against | Against |
| 7 | Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development | Shareholder | Against | Against |
| 8 | Oversee and Report on a Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 9 | Ensure Policies Do Not Support Police Violations of Civil Rights | Shareholder | Against | Against |
| 10 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities - Withdrawn | Shareholder | None | None |
| TYSON FOODS, INC.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: TSN
SECURITY ID: 902494103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Tyson | Management | For | For |
| 1b | Elect Director Les R. Baledge | Management | For | For |
| 1c | Elect Director Mike Beebe | Management | For | For |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | For |
| 1f | Elect Director Mikel A. Durham | Management | For | For |
| 1g | Elect Director Donnie King | Management | For | For |
| 1h | Elect Director Jonathan D. Mariner | Management | For | For |
| 1i | Elect Director Kevin M. McNamara | Management | For | For |
| 1j | Elect Director Cheryl S. Miller | Management | For | For |
| 1k | Elect Director Jeffrey K. Schomburger | Management | For | For |
| 1l | Elect Director Barbara A. Tyson | Management | For | For |
| 1m | Elect Director Noel 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 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| UNILEVER PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ULVR
SECURITY ID: 904767704
|
||||
| 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 Nils Andersen as Director | Management | For | For |
| 4 | Re-elect Judith Hartmann as Director | Management | For | For |
| 5 | Re-elect Adrian Hennah as Director | Management | For | For |
| 6 | Re-elect Alan Jope as Director | Management | For | For |
| 7 | Re-elect Andrea Jung as Director | Management | For | For |
| 8 | Re-elect Susan Kilsby as Director | Management | For | For |
| 9 | Re-elect Ruby Lu as Director | Management | For | For |
| 10 | Re-elect Strive Masiyiwa as Director | Management | For | For |
| 11 | Re-elect Youngme Moon as Director | Management | For | For |
| 12 | Re-elect Graeme Pitkethly as Director | Management | For | For |
| 13 | Re-elect Feike Sijbesma as Director | Management | For | For |
| 14 | Elect Nelson Peltz as Director | Management | For | For |
| 15 | Elect Hein Schumacher as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| US FOODS HOLDING CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: USFD
SECURITY ID: 912008109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl A. Bachelder | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1d | Elect Director Scott D. Ferguson | Management | For | For |
| 1e | Elect Director David E. Flitman | Management | For | For |
| 1f | Elect Director Marla Gottschalk | Management | For | For |
| 1g | Elect Director Sunil Gupta | Management | For | For |
| 1h | Elect Director Carl Andrew Pforzheimer | Management | For | For |
| 1i | Elect Director Quentin Roach | Management | For | For |
| 1j | Elect Director David M. Tehle | Management | For | For |
| 1k | Elect Director David A. Toy | Management | For | For |
| 1l | Elect Director Ann E. Ziegler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WELLS FARGO & COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WFC
SECURITY ID: 949746101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: WTW
SECURITY ID: G96629103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dame Inga Beale | Management | For | For |
| 1b | Elect Director Fumbi Chima | Management | For | For |
| 1c | Elect Director Stephen Chipman | Management | For | For |
| 1d | Elect Director Michael Hammond | Management | For | For |
| 1e | Elect Director Carl Hess | Management | For | For |
| 1f | Elect Director Jacqueline Hunt | Management | For | For |
| 1g | Elect Director Paul Reilly | Management | For | For |
| 1h | Elect Director Michelle Swanback | Management | For | For |
| 1i | Elect Director Paul Thomas | Management | For | For |
| 1j | Elect Director Fredric Tomczyk | Management | For | For |
| 2 | Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY CLEAN ENERGY ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACCIONA SA
MEETING DATE: JUN 19, 2023 |
||||
|
TICKER: ANA
SECURITY ID: E0008Z109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 1.2 | Approve Consolidated and Standalone Management Reports | Management | For | For |
| 1.3 | Approve Discharge of Board | Management | For | For |
| 1.4 | Approve Non-Financial Information Statement | Management | For | For |
| 1.5 | Approve Allocation of Income and Dividends | Management | For | For |
| 1.6 | Renew Appointment of KPMG Auditores as Auditor | Management | For | For |
| 2.1 | Reelect Jeronimo Marcos Gerard Rivero as Director | Management | For | For |
| 2.2 | Elect Maria Salgado Madrinan as Director | Management | For | For |
| 2.3 | Elect Teresa Sanjurjo Gonzalez as Director | Management | For | For |
| 2.4 | Fix Number of Directors at 13 | Management | For | For |
| 3.1 | Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 20 Percent | Management | For | For |
| 3.2 | Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities up to EUR 3 Billion with Exclusion of Preemptive Rights up to 20 Percent of Capital | Management | For | For |
| 3.5 | Authorize Company to Call EGM with 15 Days' Notice | Management | For | For |
| 4 | Advisory Vote on Remuneration Report | Management | For | Against |
| 5 | Approve 2022 Sustainability Report and 2025 Sustainability Plan | Management | For | For |
| 6 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| BORALEX INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: BLX
SECURITY ID: 09950M300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andre Courville | Management | For | For |
| 1.2 | Elect Director Lise Croteau | Management | For | For |
| 1.3 | Elect Director Patrick Decostre | Management | For | For |
| 1.4 | Elect Director Ghyslain Deschamps | Management | For | For |
| 1.5 | Elect Director Marie-Claude Dumas | Management | For | For |
| 1.6 | Elect Director Marie Giguere | Management | For | For |
| 1.7 | Elect Director Ines Kolmsee | Management | For | For |
| 1.8 | Elect Director Patrick Lemaire | Management | For | For |
| 1.9 | Elect Director Alain Rheaume | Management | For | For |
| 1.10 | Elect Director Zin Smati | Management | For | For |
| 1.11 | Elect Director Dany St-Pierre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| BROOKFIELD RENEWABLE CORPORATION
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: BEPC
SECURITY ID: 11284V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Blidner | Management | For | Withhold |
| 1.2 | Elect Director Scott Cutler | Management | For | For |
| 1.3 | Elect Director Sarah Deasley | Management | For | For |
| 1.4 | Elect Director Nancy Dorn | Management | For | For |
| 1.5 | Elect Director Eleazar de Carvalho Filho | Management | For | For |
| 1.6 | Elect Director Randy MacEwen | Management | For | For |
| 1.7 | Elect Director David Mann | Management | For | For |
| 1.8 | Elect Director Lou Maroun | Management | For | For |
| 1.9 | Elect Director Stephen Westwell | Management | For | For |
| 1.10 | Elect Director Patricia Zuccotti | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| CHINA DATANG CORPORATION RENEWABLE POWER CO., LIMITED
MEETING DATE: DEC 28, 2022 |
||||
|
TICKER: 1798
SECURITY ID: Y1456S108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Shi Feng as Director | Management | For | For |
| 2 | Elect Jia Lili as Supervisor | Management | For | For |
| 3 | Amend Articles of Association | Management | For | For |
| CHINA DATANG CORPORATION RENEWABLE POWER CO., LIMITED
MEETING DATE: JAN 16, 2023 |
||||
|
TICKER: 1798
SECURITY ID: Y1456S108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Liu Quancheng as Director | Shareholder | For | For |
| 2 | Elect Zhu Mei as Director | Shareholder | For | For |
| 3 | Approve Establishment of Joint Venture | Management | For | For |
| CHINA DATANG CORPORATION RENEWABLE POWER CO., LIMITED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: 1798
SECURITY ID: Y1456S108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Wang Shaoping as Director | Management | For | For |
| 2 | Approve Financing Plan for 2023 | Management | For | Against |
| CHINA DATANG CORPORATION RENEWABLE POWER CO., LIMITED
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 1798
SECURITY ID: Y1456S108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board of Directors | Management | For | For |
| 2 | Approve Work Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Independent Auditor's Report and Audited Financial Report | Management | For | For |
| 4 | Approve Final Financial Report | Management | For | For |
| 5 | Approve Financial Budget Plan | Management | For | For |
| 6 | Approve Profit Distribution Plan | Management | For | For |
| 7 | Approve Da Hua Certified Public Accountants (Special General Partnership) and Moore Stephens CPA Limited as Domestic and Overseas Auditors, Respectively, and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Approve Report on Operation and Investment Plan | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| CHINA LONGYUAN POWER GROUP CORPORATION LIMITED
MEETING DATE: JAN 30, 2023 |
||||
|
TICKER: 916
SECURITY ID: Y1501T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Da Hua Certified Public Accountants (Special General Partnership) as A Share Internal Control Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 2 | Approve Increase in Registered Capital of Guangdong New Energy | Management | For | For |
| CHINA LONGYUAN POWER GROUP CORPORATION LIMITED
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: 916
SECURITY ID: Y1501T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report | Management | For | For |
| 2 | Approve Report of the Board of Directors | Management | For | For |
| 3 | Approve Report of the Supervisory Board | Management | For | For |
| 4 | Approve Audited Financial Statements and Final Accounts Report | Management | For | For |
| 5 | Approve Profit Distribution Plan | Management | For | For |
| 6 | Approve Budget Report | Management | For | For |
| 7 | Approve Remuneration Plan for Directors and Supervisors | Management | For | For |
| 8 | Elect Gong Yufei as Director | Management | For | For |
| 9 | Approve Ernst & Young as International Auditor | Management | For | For |
| 10 | Approve Provision of Financial Assistance to Controlled Subsidiaries | Management | For | For |
| 11 | Amend Articles of Association | Management | For | Against |
| 12 | Approve Grant of General Mandate to Apply for Registration and Issuance of Debt Financing Instruments in the PRC | Management | For | For |
| 13 | Approve Grant of General Mandate to Apply for Registration and Issuance of Debt Financing Instruments Overseas | Management | For | For |
| 14 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| CORPORACION ACCIONA ENERGIAS RENOVABLES SA
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ANE
SECURITY ID: E3R99S100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 1.2 | Approve Consolidated and Standalone Management Reports | Management | For | For |
| 1.3 | Approve Discharge of Board | Management | For | For |
| 1.4 | Approve Non-Financial Information Statement | Management | For | For |
| 1.5 | Approve Allocation of Income and Dividends | Management | For | For |
| 1.6 | Renew Appointment of KPMG Auditores as Auditor | Management | For | For |
| 2.1 | Reelect Jose Manuel Entrecanales Domecq as Director | Management | For | For |
| 2.2 | Reelect Rafael Mateo Alcala as Director | Management | For | For |
| 2.3 | Reelect Juan Ignacio Entrecanales Franco as Director | Management | For | For |
| 2.4 | Reelect Sonia Dula as Director | Management | For | For |
| 2.5 | Reelect Karen Christiana Figueres Olsen as Director | Management | For | For |
| 2.6 | Reelect Juan Luis Lopez Cardenete as Director | Management | For | For |
| 2.7 | Reelect Maria Salgado Madrinan as Director | Management | For | For |
| 2.8 | Reelect Rosauro Varo Rodriguez as Director | Management | For | For |
| 2.9 | Reelect Alejandro Mariano Werner Wainfeld as Director | Management | For | For |
| 2.10 | Reelect Maria Fanjul Suarez as Director | Management | For | For |
| 2.11 | Elect Teresa Quiros Alvarez as Director | Management | For | For |
| 3 | Approve Remuneration Policy for FY 2024, 2025, and 2026 | Management | For | Against |
| 4 | Advisory Vote on Remuneration Report | Management | For | Against |
| 5 | Approve Sustainability Report and Report on Sustainability Master Plan | Management | For | For |
| 6 | Authorize Company to Call EGM with 15 Days' Notice | Management | For | For |
| 7 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| CS WIND CORP.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 112610
SECURITY ID: Y1R23X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3 | Elect Knud Bjarne Hansen as Inside Director | Management | For | For |
| 4 | Elect Kim Seong-su as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| DOOSAN FUEL CELL CO., LTD.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 336260
SECURITY ID: Y2103X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Amend Articles of Incorporation (Business Objectives) | Management | For | For |
| 2.2 | Amend Articles of Incorporation (Amendments Relating to Record Date) | Management | For | For |
| 2.3 | Amend Articles of Incorporation (Amendments Relating to Changes in Legislation) | Management | For | For |
| 2.4 | Amend Articles of Incorporation (Amendments Relating to Auditors and Audit Committee) | Management | For | For |
| 2.5 | Amend Articles of Incorporation (Bylaw) | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| DRAX GROUP PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: DRX
SECURITY ID: GB00B1VNSX38
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Re-elect Philip Cox as Director | Management | For | For |
| 6 | Re-elect Will Gardiner as Director | Management | For | For |
| 7 | Re-elect Andy Skelton as Director | Management | For | For |
| 8 | Re-elect David Nussbaum as Director | Management | For | For |
| 9 | Re-elect Erika Peterman as Director | Management | For | For |
| 10 | Re-elect John Baxter as Director | Management | For | For |
| 11 | Re-elect Kim Keating as Director | Management | For | For |
| 12 | Re-elect Nicola Hodson as Director | Management | For | For |
| 13 | Re-elect Vanessa Simms as Director | Management | For | For |
| 14 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 15 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| EDP RENOVAVEIS SA
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: EDPR
SECURITY ID: E3847K101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Treatment of Net Loss | Management | For | For |
| 3 | Approve Scrip Dividends | Management | For | For |
| 4 | Approve Consolidated and Standalone Management Reports, Corporate Governance Report and Management Report | Management | For | For |
| 5 | Approve Non-Financial Information Statement | Management | For | For |
| 6 | Appraise Management of Company and Approve Vote of Confidence to Board of Directors | Management | For | For |
| 7 | Ratify Appointment of and Elect Cynthia Kay Mc Call as Director | Management | For | For |
| 8.A | Approve Financing Agreement between EDP Renovaveis SA and EDP Energias de Portugal SA | Management | For | For |
| 8.B | Grant Board Powers for the Execution and Development of the Financing Agreement between EDP Renovaveis SA and EDP Energias de Portugal SA | Management | For | For |
| 9 | Amend Remuneration Policy | Management | For | For |
| 10.A | Add New Article 30 Re: Environmental, Social and Corporate Governance Committee | Management | For | For |
| 10.B | Amend Articles Re: Governing Bodies, Remuneration of Directors and Appointments and Remunerations Committee | Management | For | For |
| 11 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| ENCAVIS AG
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ECV
SECURITY ID: D2R4PT120
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Manfred Krueper for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Rolf Schmitz for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Albert Buell for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Fritz Vahrenholt for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Christine Scheel for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Henning Kreke for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Marcus Schenck for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Thorsten Testorp for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Isabella Pfaller for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Cornelius Liedtke for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Alexander Stuhlmann for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | Against |
| 7 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 8 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 9.1 | Approve Virtual-Only Shareholder Meetings Until 2025; Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 9.2 | Amend Articles Re: Electronic Communication | Management | For | For |
| 9.3 | Amend Articles Re: Proof of Entitlement | Management | For | For |
| 10 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 500 Million; Approve Creation of EUR 18 Million Pool of Capital to Guarantee Conversion Rights | Management | For | For |
| 11 | Approve Creation of EUR 32.2 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Management | For | For |
| ENLIGHT RENEWABLE ENERGY LTD.
MEETING DATE: DEC 29, 2022 |
||||
|
TICKER: ENLT
SECURITY ID: M4056D110
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Discuss Financial Statements and the Report of the Board | Management | None | None |
| 2 | Reappoint Somekh Chaikin as Auditors and Authorize Board to Fix Their Remuneration and Report Fees Paid to Auditors | Management | For | Against |
| 3 | Reelect Yair Seroussi as Director | Management | For | For |
| 4 | Reelect Shai Weil as Director and Approve Director's Remuneration | Management | For | For |
| 5 | Reelect Itzik Bezalel as Director and Approve Director's Remuneration | Management | For | For |
| 6 | Reelect Gilad Yavetz as Director | Management | For | For |
| 7 | Reelect Zvi Furman as Director and Approve Director's Remuneration | Management | For | For |
| 8 | Reelect Noam Breiman as External Director and Approve Director's Remuneration | Management | For | For |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B3 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Management | None | For |
| ENLIGHT RENEWABLE ENERGY LTD.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: ENLT
SECURITY ID: M4056D110
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Management | For | For |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B3 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Management | None | For |
| ERG SPA
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ERG
SECURITY ID: T3707Z101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Elect Renato Pizzolla as Director | Shareholder | None | For |
| 4.1 | Appoint Monica Mannino as Internal Statutory Auditor | Shareholder | None | For |
| 5 | Approve Remuneration of Directors | Shareholder | None | For |
| 6 | Approve Remuneration of the Control, Risk and Sustainability Committee Members | Shareholder | None | For |
| 7 | Approve Remuneration of the Nominations and Remuneration Committee Members | Shareholder | None | For |
| 8 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 9.1 | Approve Remuneration Policy | Management | For | For |
| 9.2 | Approve Second Section of the Remuneration Report | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| FLAT GLASS GROUP CO., LTD.
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: 6865
SECURITY ID: Y2575W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report on the Company's Compliance of the Conditions for the Proposed Non-public Issuance of A Shares | Management | For | Against |
| 2.1 | Approve Class and Nominal Value of the Shares to be Issued | Management | For | Against |
| 2.2 | Approve Method and Time of Issuance | Management | For | Against |
| 2.3 | Approve Target Subscribers and Subscription Method | Management | For | Against |
| 2.4 | Approve Price Determination Date, Issue Price and Pricing Principles | Management | For | Against |
| 2.5 | Approve Number of Shares to be Issued | Management | For | Against |
| 2.6 | Approve Lock-up Period | Management | For | Against |
| 2.7 | Approve Place of Listing | Management | For | Against |
| 2.8 | Approve Arrangement Relating to the Accumulated Profits Prior to the Non-public Issuance | Management | For | Against |
| 2.9 | Approve Validity Period of the Resolutions Regarding the Non-public Issuance | Management | For | Against |
| 2.10 | Approve Use of Proceeds | Management | For | Against |
| 3 | Approve Preliminary Plan of the Proposed Non-public Issuance of A Shares | Management | For | Against |
| 4 | Approve Feasibility Analysis Report on the Use of Proceeds by the Non-public Issuance of A Shares | Management | For | Against |
| 5 | Approve Report on Use of Previous Proceeds | Management | For | Against |
| 6 | Approve Report on Dilution of Immediate Return as a Result of Non-public Issuance of A Shares, Remedial Measures and Related Entities' Commitments | Management | For | Against |
| 7 | Approve Dividend Distribution Plan | Management | For | Against |
| 8 | Approve Mandate of the Board at the General Meeting to Deal with All Matters Relating to the Non-public Issuance of A Shares | Management | For | Against |
| FLAT GLASS GROUP CO., LTD.
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: 6865
SECURITY ID: Y2575W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Class and Nominal Value of the Shares to be Issued | Management | For | Against |
| 1.2 | Approve Method and Time of Issuance | Management | For | Against |
| 1.3 | Approve Target Subscribers and Subscription Method | Management | For | Against |
| 1.4 | Approve Price Determination Date, Issue Price and Pricing Principles | Management | For | Against |
| 1.5 | Approve Number of Shares to be Issued | Management | For | Against |
| 1.6 | Approve Lock-up Period | Management | For | Against |
| 1.7 | Approve Place of Listing | Management | For | Against |
| 1.8 | Approve Arrangement Relating to the Accumulated Profits Prior to the Non-public Issuance | Management | For | Against |
| 1.9 | Approve Validity Period of the Resolutions Regarding the Non-public Issuance | Management | For | Against |
| 1.10 | Approve Use of Proceeds | Management | For | Against |
| 2 | Approve Preliminary Plan of the Proposed Non-public Issuance of A Shares | Management | For | Against |
| 3 | Approve Mandate of the Board at the General Meeting to Deal with All Matters Relating to the Non-public Issuance of A Shares | Management | For | Against |
| FLAT GLASS GROUP CO., LTD.
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: 6865
SECURITY ID: Y2575W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Anhui Flat Glass's Participation in the Bidding of Mining Right | Management | For | For |
| FLAT GLASS GROUP CO., LTD.
MEETING DATE: OCT 20, 2022 |
||||
|
TICKER: 6865
SECURITY ID: Y2575W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report on Use of Previous Proceeds | Management | For | For |
| 2 | Approve Interim Dividend | Management | For | For |
| FLAT GLASS GROUP CO., LTD.
MEETING DATE: NOV 30, 2022 |
||||
|
TICKER: 6865
SECURITY ID: Y2575W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Downward Adjustment of the Conversion Price of Flat Convertible Bonds | Management | For | Against |
| 2 | Approve Authorization of Board to Handle All Matters in Relation to the Downward Adjustment of the Conversion Price of Flat Convertible Bonds | Management | For | Against |
| FLAT GLASS GROUP CO., LTD.
MEETING DATE: NOV 30, 2022 |
||||
|
TICKER: 6865
SECURITY ID: Y2575W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Downward Adjustment of the Conversion Price of Flat Convertible Bonds | Management | For | Against |
| 2 | Approve Authorization of Board to Handle All Matters in Relation to the Downward Adjustment of the Conversion Price of Flat Convertible Bonds | Management | For | Against |
| FLAT GLASS GROUP CO., LTD.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: 6865
SECURITY ID: Y2575W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Audited Consolidated Financial Statements | Management | For | For |
| 4 | Approve Annual Report and Annual Results | Management | For | For |
| 5 | Approve Final Accounts Report | Management | For | For |
| 6 | Approve Financial Budget Report | Management | For | Against |
| 7 | Approve Profit Distribution Plan | Management | For | For |
| 8 | Approve Deloitte Touche Tohmatsu Certified Public Accountants LLP in the PRC as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 9 | Approve Remuneration of Directors | Management | For | For |
| 10 | Approve Remuneration of Supervisors | Management | For | For |
| 11 | Approve Environmental, Social and Governance Report | Management | For | For |
| 12 | Approve Provision of Guarantees for Its Potential Credit Facility and Related Transactions | Management | For | Against |
| 13 | Approve Implementation of Daily Related Party Transactions for 2022 and the Estimate on Daily Related Party Transactions for 2023 | Management | For | For |
| 14 | Amend Articles of Association | Management | For | Against |
| 15 | Authorize Board to Make Changes in Industrial and Commercial Registration and Make Relevant Adjustments and Revision to the Articles of Association | Management | For | For |
| 16 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| INNERGEX RENEWABLE ENERGY INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: INE
SECURITY ID: 45790B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Lafrance | Management | For | For |
| 1.2 | Elect Director Pierre G. Brodeur | Management | For | For |
| 1.3 | Elect Director Radha D. Curpen | Management | For | For |
| 1.4 | Elect Director Nathalie Francisci | Management | For | For |
| 1.5 | Elect Director Richard Gagnon | Management | For | For |
| 1.6 | Elect Director Michel Letellier | Management | For | For |
| 1.7 | Elect Director Monique Mercier | Management | For | For |
| 1.8 | Elect Director Ouma Sananikone | Management | For | For |
| 1.9 | Elect Director Louis Veci | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Approve Reduction in Stated Capital | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| JINKOSOLAR HOLDING CO., LTD.
MEETING DATE: DEC 28, 2022 |
||||
|
TICKER: JKS
SECURITY ID: 47759T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Kangping Chen | Management | For | Against |
| 2 | Elect Director Haiyun Cao | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers Zhong Tian LLP as Auditors | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 5 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| LANDIS+GYR GROUP AG
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: LAND
SECURITY ID: H893NZ107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2.1 | Approve Treatment of Net Loss | Management | For | Did Not Vote |
| 2.2 | Approve Dividends of CHF 2.20 per Share from Capital Contribution Reserves | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1 | Approve Remuneration Report | Management | For | Did Not Vote |
| 4.2 | Approve Remuneration of Directors in the Amount of CHF 1.8 Million | Management | For | Did Not Vote |
| 4.3 | Approve Remuneration of Executive Committee in the Amount of CHF 8.5 Million | Management | For | Did Not Vote |
| 5.1.1 | Reelect Andreas Umbach as Director | Management | For | Did Not Vote |
| 5.1.2 | Reelect Eric Elzvik as Director | Management | For | Did Not Vote |
| 5.1.3 | Reelect Peter Mainz as Director | Management | For | Did Not Vote |
| 5.1.4 | Reelect Andreas Spreiter as Director | Management | For | Did Not Vote |
| 5.1.5 | Reelect Christina Stercken as Director | Management | For | Did Not Vote |
| 5.1.6 | Reelect Laureen Tolson as Director | Management | For | Did Not Vote |
| 5.2.1 | Elect Peter Bason as Director | Management | For | Did Not Vote |
| 5.2.2 | Elect Audrey Zibelman as Director | Management | For | Did Not Vote |
| 5.3 | Reelect Andreas Umbach as Board Chair | Management | For | Did Not Vote |
| 5.4.1 | Reappoint Eric Elzvik as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.4.2 | Reappoint Peter Mainz as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.4.3 | Reappoint Laureen Tolson as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.5 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | Did Not Vote |
| 5.6 | Designate ADROIT Anwaelte as Independent Proxy | Management | For | Did Not Vote |
| 6.1 | Amend Corporate Purpose | Management | For | Did Not Vote |
| 6.2.1 | Approve Cancellation of Authorized Capital | Management | For | Did Not Vote |
| 6.2.2 | Approve Creation of Capital Band within the Upper Limit of CHF 318 Million and the Lower Limit of CHF 260.2 Million with or without Exclusion of Preemptive Rights | Management | For | Did Not Vote |
| 6.3.1 | Amend Articles Re: General Meetings (Incl. Approval of Virtual-Only or Hybrid Shareholder Meetings) | Management | For | Did Not Vote |
| 6.3.2 | Amend Article Re: Location of General Meeting | Management | For | Did Not Vote |
| 6.4 | Amend Articles Re: Board of Directors; External Mandates for Members of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 6.5 | Amend Articles of Association | Management | For | Did Not Vote |
| 7.1 | Additional Voting Instructions - Board of Directors Proposals (Voting) | Management | For | Did Not Vote |
| 7.2 | Additional Voting Instructions - Shareholder Proposals (Voting) | Management | None | Did Not Vote |
| MAXEON SOLAR TECHNOLOGIES LTD.
MEETING DATE: AUG 31, 2022 |
||||
|
TICKER: MAXN
SECURITY ID: Y58473102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Elect Kris Sennesael as Director | Management | For | For |
| 3 | Approve Kris Sennesael's Directors' Annual Fees | Management | For | For |
| 4 | Elect Nikita Taldykin as Director | Management | For | Against |
| 5 | Elect Gavin Adda as Director | Management | For | Against |
| 6 | Elect Yanbing Jiang as Director | Management | For | Against |
| 7 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 9 | Approve Renewal of FPTC Share Purchase Mandate | Management | For | For |
| 10 | Approve Renewal of MLI Share Buyback Mandate | Management | For | For |
| NEOEN SA
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: NEOEN
SECURITY ID: F6517R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.125 per Share | Management | For | For |
| 4 | Approve Stock Dividend Program | Management | For | For |
| 5 | Approve Compensation Report | Management | For | For |
| 6 | Approve Compensation of Xavier Barbaro, Chairman and CEO | Management | For | For |
| 7 | Approve Compensation of Romain Desrousseaux, Vice-CEO | Management | For | For |
| 8 | Approve Remuneration Policy of Directors | Management | For | For |
| 9 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 10 | Approve Remuneration Policy of Vice-CEO | Management | For | Against |
| 11 | Reelect Stephanie Levan as Director | Management | For | Against |
| 12 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 13 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 14 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | For |
| 15 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 16 | Authorize up to 2 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 17 | Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 13, 15 and 16 and Items 17-18, 21 and 24 from May 25, 2022 General Meeting at EUR 65 Million | Management | For | For |
| 18 | Amend Article 9 of Bylaws to Comply with Legal Changes | Management | For | For |
| 19 | Adopt Double Voting-Rights to Long-Term Registered Shareholders and Amend Article 11 of Bylaws Accordingly | Management | For | Against |
| 20 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| NORDEX SE
MEETING DATE: MAR 27, 2023 |
||||
|
TICKER: NDX1
SECURITY ID: D5736K135
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve EUR 29.3 Million Increase in Share Capital for Private Placement | Management | For | For |
| 2 | Approve Creation of EUR 21.2 Million Pool of Authorized Capital I with or without Exclusion of Preemptive Rights | Management | For | For |
| 3 | Approve Creation of EUR 42.4 Million Pool of Authorized Capital II with Preemptive Rights | Management | For | For |
| 4 | Approve Creation of EUR 6.4 Million Pool of Authorized Capital III for Employee Stock Purchase Plan | Management | For | For |
| 5 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 450 Million; Approve Creation of EUR 21.2 Million Pool of Capital to Guarantee Conversion Rights | Management | For | For |
| NORDEX SE
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: NDX1
SECURITY ID: D5736K135
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 3 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Approve Creation of EUR 21.2 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Approve Virtual-Only Shareholder Meetings Until 2028; Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 8 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements Until 2024 AGM | Management | For | For |
| NORTHLAND POWER INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NPI
SECURITY ID: 666511100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director John W. Brace | Management | For | For |
| 2 | Elect Director Linda L. Bertoldi | Management | For | For |
| 3 | Elect Director Lisa Colnett | Management | For | For |
| 4 | Elect Director Kevin Glass | Management | For | For |
| 5 | Elect Director Russell Goodman | Management | For | For |
| 6 | Elect Director Keith Halbert | Management | For | For |
| 7 | Elect Director Helen Mallovy Hicks | Management | For | For |
| 8 | Elect Director Ian Pearce | Management | For | For |
| 9 | Elect Director Eckhardt Ruemmler | Management | For | For |
| 10 | Approve Ernst & Young LLP Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 11 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| ORSTED A/S
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: ORSTED
SECURITY ID: K7653Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 3 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 4 | Approve Discharge of Management and Board | Management | For | Did Not Vote |
| 5 | Approve Allocation of Income and Dividends of DKK 13.5 Per Share | Management | For | Did Not Vote |
| 6.1 | Fix Number of Directors at Eight | Management | For | Did Not Vote |
| 6.2 | Reelect Thomas Thune Andersen (Chair) as Director | Management | For | Did Not Vote |
| 6.3 | Reelect Lene Skole (Vice Chair) as Director | Management | For | Did Not Vote |
| 6.4a | Reelect Jorgen Kildah as Director | Management | For | Did Not Vote |
| 6.4b | Reelect Peter Korsholm as Director | Management | For | Did Not Vote |
| 6.4c | Reelect Dieter Wimmer as Director | Management | For | Did Not Vote |
| 6.4d | Reelect Julia King as Director | Management | For | Did Not Vote |
| 6.4e | Elect Annica Bresky as New Director | Management | For | Did Not Vote |
| 6.4f | Elect Andrew Brown as New Director | Management | For | Did Not Vote |
| 7 | Approve Remuneration of Directors in the Amount of DKK 1.2 Million for Chairman, DKK 800,000 for Deputy Chairman and DKK 400,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 8 | Ratify PricewaterhouseCoopers as Auditor | Management | For | Did Not Vote |
| 9 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | Did Not Vote |
| 10 | Other Business | Management | None | None |
| OX2 AB
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: OX2
SECURITY ID: W6S19V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 3 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 7.b | Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 7.c1 | Approve Discharge of Johan Ihrfelt | Management | For | Did Not Vote |
| 7.c2 | Approve Discharge of Thomas von Otter | Management | For | Did Not Vote |
| 7.c3 | Approve Discharge of Anna-Karin Eliasson Celsing | Management | For | Did Not Vote |
| 7.c4 | Approve Discharge of Niklas Midby | Management | For | Did Not Vote |
| 7.c5 | Approve Discharge of Petter Samlin | Management | For | Did Not Vote |
| 7.c6 | Approve Discharge of Jan Frykhammar | Management | For | Did Not Vote |
| 7.c7 | Approve Discharge of Malin Persson | Management | For | Did Not Vote |
| 7.c8 | Approve Discharge of Ann Grevelius | Management | For | Did Not Vote |
| 7.c9 | Approve Discharge of Paul Stormoen | Management | For | Did Not Vote |
| 7.d | Approve Remuneration Report | Management | For | Did Not Vote |
| 8 | Determine Number of Members (8) and Deputy Members (0) of Board; Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 9 | Approve Remuneration of Directors in the Amount of SEK 310,000 for Each Director; Approve Remuneration for Committee Work; Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 10.a | Reelect Johan Ihrfelt as Director | Management | For | Did Not Vote |
| 10.b | Reelect Thomas von Otter as Director | Management | For | Did Not Vote |
| 10.c | Reelect Anna-Karin Eliasson Celsing as Director | Management | For | Did Not Vote |
| 10.d | Reelect Niklas Midby as Director | Management | For | Did Not Vote |
| 10.e | Reelect Petter Samlin as Director | Management | For | Did Not Vote |
| 10.f | Reelect Jan Frykhammar as Director | Management | For | Did Not Vote |
| 10.g | Reelect Malin Persson as Director | Management | For | Did Not Vote |
| 10.h | Reelect Ann Grevelius as Director | Management | For | Did Not Vote |
| 10.i | Reelect Johan Ihrfelt as Board Chair | Management | For | Did Not Vote |
| 10.j | Ratify Deloitte AB as Auditors | Management | For | Did Not Vote |
| 11 | Approve Issuance of Up to 10 Percent of Issued Shares without Preemptive Rights | Management | For | Did Not Vote |
| 12 | Approve Performance Share Matching Plan for Key Employees | Management | For | Did Not Vote |
| 13 | Approve Nomination Committee Procedures | Management | For | Did Not Vote |
| 14 | Close Meeting | Management | None | None |
| PLUG POWER INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: PLUG
SECURITY ID: 72919P202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jonathan M. Silver | Management | For | Did Not Vote |
| 1b | Elect Director Kyungyeol Song | Management | For | Did Not Vote |
| 2 | Amend Omnibus Stock Plan | Management | For | Did Not Vote |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | Did Not Vote |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | Did Not Vote |
| POWERCELL SWEDEN AB
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: PCELL
SECURITY ID: W6698X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 7 | Receive President's Report | Management | None | None |
| 8 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 9.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9.b | Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 9.c | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Determine Number of Members (7) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of SEK 440,000 for Chairman and SEK 220,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 12 | Reelect Helen Fasth Gillstedt, Uwe Hillmann, Magnus Jonsson, Annette Malm Justad, Kajsa Ryttberg-Wallgren and Riku-Pekka Hagg as Directors; Elect Nicolas Boutin as New Director | Management | For | Did Not Vote |
| 13 | Ratify PricewaterhouseCoopers as Auditors | Management | For | Did Not Vote |
| 14 | Approve Nominating Committee Instructions | Management | For | Did Not Vote |
| 15 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 16 | Approve Issuance of 5.76 Million Shares without Preemptive Rights | Management | For | Did Not Vote |
| 17 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Swedish Authorities | Management | For | Did Not Vote |
| 18 | Close Meeting | Management | None | None |
| RENOVA, INC. (JAPAN)
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 9519
SECURITY ID: J64384100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Amend Business Lines | Management | For | For |
| 2.1 | Elect Director Kawana, Koichi | Management | For | For |
| 2.2 | Elect Director Kiminami, Yosuke | Management | For | For |
| 2.3 | Elect Director Ogawa, Tomokazu | Management | For | For |
| 2.4 | Elect Director Yamaguchi, Kazushi | Management | For | For |
| 2.5 | Elect Director Shimada, Naoki | Management | For | For |
| 2.6 | Elect Director Yamazaki, Mayuka | Management | For | For |
| 2.7 | Elect Director Takayama, Ken | Management | For | For |
| 2.8 | Elect Director Rajit Nanda | Management | For | For |
| SCATEC SOLAR ASA
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: SCATC
SECURITY ID: R7562P100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting; Registration of Attending Shareholders | Management | None | None |
| 2 | Elect Chairman of Meeting; Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 3 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 4 | Receive Information on the Business | Management | None | None |
| 5 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 6 | Approve Allocation of Income and Dividends of NOK 1.94 Per Share | Management | For | Did Not Vote |
| 7 | Discuss Company's Corporate Governance Statement | Management | None | None |
| 8 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 9 | Approve Remuneration Report | Management | For | Did Not Vote |
| 10.1 | Elect Gisele Marchand as Director | Management | For | Did Not Vote |
| 10.2 | Elect Jorgen Kildahl as Director | Management | For | Did Not Vote |
| 10.3 | Elect Morten Henriksen as Director | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors | Management | For | Did Not Vote |
| 12 | Elect Members of Nominating Committee | Management | For | Did Not Vote |
| 13 | Approve Remuneration of Members of Nominating Committee | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Amend Articles Re: General Meeting | Management | For | Did Not Vote |
| 16 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares in Connection with Acquisitions, Mergers, Demergers or Similar | Management | For | Did Not Vote |
| 17 | Approve Equity Plan Financing Through Share Repurchase Program | Management | For | Did Not Vote |
| 18 | Authorize Share Repurchase Program for the Purpose of Investment or for Subsequent Sale or Deletion of Shares | Management | For | Did Not Vote |
| 19 | Approve Creation of up to NOK 397,293 Pool of Capital without Preemptive Rights | Management | For | Did Not Vote |
| 20 | Approve Equity Plan Financing Through Issuance of Shares | Management | For | Did Not Vote |
| SMA SOLAR TECHNOLOGY AG
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: S92
SECURITY ID: D7008K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Barbara Gregor for Fiscal Year 2022 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Ulrich Hadding for Fiscal Year 2022 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Thomas Pixa for Fiscal Year 2022 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Juergen Reinert for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Roland Bent for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Martin Breul for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Oliver Dietzel for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Kim Fausing for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Johannes Haede for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Alexa Hergenroether for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Uwe Kleinkauf for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Ilonka Nussbaumer for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Yvonne Siebert for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Romy Siegert for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Jan-Henrik Supady for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Matthias Victor for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify BDO AG as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Creation of EUR 3.4 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2028; Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | Against |
| 9 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 10 | Approve Remuneration Policy for the Management Board | Management | For | Against |
| SOLARIA ENERGIA Y MEDIO AMBIENTE SA
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: SLR
SECURITY ID: E8935P110
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Discharge of Board | Management | For | For |
| 4.A | Reelect Enrique Diaz-Tejeiro Gutierrez as Director | Management | For | Against |
| 4.B | Reelect Manuel Azpilicueta Ferrer as Director | Management | For | Against |
| 4.C | Reelect Carlos Francisco Abad Rico as Director | Management | For | For |
| 4.D | Reelect Arturo Diaz-Tejeiro Larranaga as Director | Management | For | For |
| 4.E | Elect Maria Jose Canel Crespo as Director | Management | For | For |
| 5 | Approve Remuneration Policy | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | For |
| 7 | Amend Article 39 Re: Board Term | Management | For | For |
| 8 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 9 | Advisory Vote on Remuneration Report | Management | For | For |
| TPI COMPOSITES, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: TPIC
SECURITY ID: 87266J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven C. Lockard | Management | For | For |
| 1.2 | Elect Director William E. Siwek | Management | For | For |
| 1.3 | Elect Director Philip J. Deutch | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirements | Management | For | For |
| TRANSALTA RENEWABLES INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RNW
SECURITY ID: 893463109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David W. Drinkwater | Management | For | For |
| 1.2 | Elect Director Brett M. Gellner | Management | For | For |
| 1.3 | Elect Director Allen R. Hagerman | Management | For | For |
| 1.4 | Elect Director Georganne M. Hodges | Management | For | For |
| 1.5 | Elect Director Kerry O'Reilly Wilks | Management | For | For |
| 1.6 | Elect Director Todd J. Stack | Management | For | For |
| 1.7 | Elect Director Michael J. Novelli | Management | For | For |
| 1.8 | Elect Director Susan M. Ward | Management | For | For |
| 2 | Approve Ernst & Young LLP Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| VERBUND AG
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: VER
SECURITY ID: A91460104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 2.44 per Share and Special Dividends of EUR 1.16 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify Ernst & Young as Auditors for Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 7 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 8 | Approve Remuneration Report | Management | For | For |
| 9.1 | Elect Juergen Roth as Supervisory Board Member | Management | For | For |
| 9.2 | Elect Christa Schlager as Supervisory Board Member | Management | For | For |
| 9.3 | Elect Stefan Szyszkowitz as Supervisory Board Member | Management | For | For |
| 9.4 | Elect Peter Weinelt as Supervisory Board Member | Management | For | Against |
| VESTAS WIND SYSTEMS A/S
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: VWS
SECURITY ID: K9773J201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 4 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 5 | Approve Remuneration of Directors in the Amount of DKK 1.4 Million for Chairman, DKK 910,350 for Vice Chairman and DKK 455,175 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 6.a | Reelect Anders Runevad as Director | Management | For | Did Not Vote |
| 6.b | Reelect Bruce Grant as Director | Management | For | Did Not Vote |
| 6.c | Reelect Eva Merete Sofelde Berneke as Director | Management | For | Did Not Vote |
| 6.d | Reelect Helle Thorning-Schmidt as Director | Management | For | Did Not Vote |
| 6.e | Reelect Karl-Henrik Sundstrom as Director | Management | For | Did Not Vote |
| 6.f | Reelect Kentaro Hosomi as Director | Management | For | Did Not Vote |
| 6.g | Reelect Lena Olving as Director | Management | For | Did Not Vote |
| 7 | Ratify PricewaterhouseCoopers as Auditor | Management | For | Did Not Vote |
| 8.1 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 9 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | Did Not Vote |
| 10 | Other Business | Management | None | None |
| WEST HOLDINGS CORP.
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: 1407
SECURITY ID: J9509G101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 55 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Management | For | For |
| 3.1 | Elect Director Kikkawa, Takashi | Management | For | Against |
| 3.2 | Elect Director Egashira, Eiichiro | Management | For | Against |
| 3.3 | Elect Director Katsumata, Nobuo | Management | For | For |
| 3.4 | Elect Director Shiiba, Eiji | Management | For | For |
| 3.5 | Elect Director Araki, Kenji | Management | For | For |
| 3.6 | Elect Director Goto, Yoshihisa | Management | For | For |
| 3.7 | Elect Director Nakashima, Kazuo | Management | For | For |
| 3.8 | Elect Director Kurohara, Tomohiro | Management | For | For |
| 4.1 | Appoint Statutory Auditor Okusaki, Hiroshi | Management | For | For |
| 4.2 | Appoint Statutory Auditor Watanabe, Kuniaki | Management | For | For |
| 4.3 | Appoint Statutory Auditor Takahashi, Ken | Management | For | Against |
| XINJIANG GOLDWIND SCIENCE & TECHNOLOGY CO., LTD.
MEETING DATE: DEC 23, 2022 |
||||
|
TICKER: 2208
SECURITY ID: Y97237112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association | Management | For | Against |
| 2 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| 3 | Approve Remuneration of the Chairman of the Eighth Session of the Board | Management | For | For |
| 4 | Approve Application for the Estimated Annual Cap for Connected Transactions | Management | For | For |
| 5 | Elect Wang Yili as Director | Shareholder | For | For |
| XINJIANG GOLDWIND SCIENCE & TECHNOLOGY CO., LTD.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 2208
SECURITY ID: Y97237112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance of Bonds and Asset-Backed Securities Inside or Outside the PRC | Management | For | For |
| 2 | Approve Change of Company Name | Management | For | For |
| 3 | Amend Articles of Association | Management | For | For |
| 4 | Approve Report of the Board of Directors | Management | For | For |
| 5 | Approve Report of the Supervisory Committee | Management | For | For |
| 6 | Approve Report of the Auditors and Audited Consolidated Financial Statements | Management | For | For |
| 7 | Approve Final Dividend Distribution | Management | For | For |
| 8 | Approve Annual Report | Management | For | For |
| 9 | Approve Proposed Operation of Exchange Rate Hedging Business | Management | For | For |
| 10 | Approve Provision of New Guarantees by the Company for its Subsidiaries | Management | For | For |
| 11 | Approve Provision of Letter of Guarantee by the Company for the Benefit of Its Subsidiaries | Management | For | For |
| 12 | Approve Deloitte Touche Tohmatsu Certified Public Accountants LLP as PRC Auditor and Deloitte Touche Tohmatsu as International Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 13 | Approve Provision of Parent Company Guarantee Based on Shareholding Ratio for the Refinancing of the White Rock Wind Farm Project in Australia | Management | For | For |
| 14 | Elect Yang Liying as Director | Shareholder | For | For |
| XINTE ENERGY CO., LTD.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: 1799
SECURITY ID: Y972BC104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Approve Supplemental Product Procurement Framework Agreement (TBEA), Proposed Revised Annual Caps and Related Transactions | Management | For | For |
| 1b | Approve Supplemental Miscellaneous Services Framework Agreement (TBEA), Proposed Revised Annual Caps and Related Transactions | Management | For | For |
| 1c | Authorize Board to Handle All Matters in Relation to Supplemental Product Procurement Framework Agreement (TBEA) and Supplemental Miscellaneous Services Framework Agreement (TBEA) | Management | For | For |
| 2a | Approve Supplemental Product Procurement Framework Agreement (Xinjiang Tebian), Proposed Revised Annual Caps and Related Transactions | Management | For | For |
| 2b | Approve Supplemental Miscellaneous Services Framework Agreement (Xinjiang Tebian), Proposed Revised Annual Caps and Related Transactions | Management | For | For |
| 2c | Authorize Board to Handle All Matters in Relation to Supplemental Product Procurement Framework Agreement (Xinjiang Tebian) and Supplemental Miscellaneous Services Framework Agreement (Xinjiang Tebian) | Management | For | For |
| XINTE ENERGY CO., LTD.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: 1799
SECURITY ID: Y972BC104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Type of Shares | Management | For | For |
| 1.2 | Approve Nominal Value of Per Shares | Management | For | For |
| 1.3 | Approve Place of Listing | Management | For | For |
| 1.4 | Approve Offering Size | Management | For | For |
| 1.5 | Approve Target Subscribers | Management | For | For |
| 1.6 | Approve Strategic Placement | Management | For | For |
| 1.7 | Approve Method of Issuance | Management | For | For |
| 1.8 | Approve Method of Pricing | Management | For | For |
| 1.9 | Approve Method of Underwriting | Management | For | For |
| 1.10 | Approve Distribution of the Accumulated Profit Prior to the A Share Offering and Listing | Management | For | For |
| 1.11 | Approve Validity Period of the Resolution | Management | For | For |
| 2 | Approve Extension of Validity Period of Mandate Granted to the Board to Handle Matters Related to the Proposed A Share Offering | Management | For | For |
| 3 | Approve Participation in the Strategic Allotment Under the A Share Offering by Connected Persons | Management | For | For |
| XINTE ENERGY CO., LTD.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: 1799
SECURITY ID: Y972BC104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Type of Shares | Management | For | For |
| 1.2 | Approve Nominal Value of Per Shares | Management | For | For |
| 1.3 | Approve Place of Listing | Management | For | For |
| 1.4 | Approve Offering Size | Management | For | For |
| 1.5 | Approve Target Subscribers | Management | For | For |
| 1.6 | Approve Strategic Placement | Management | For | For |
| 1.7 | Approve Method of Issuance | Management | For | For |
| 1.8 | Approve Method of Pricing | Management | For | For |
| 1.9 | Approve Method of Underwriting | Management | For | For |
| 1.10 | Approve Distribution of the Accumulated Profit Prior to the A Share Offering and Listing | Management | For | For |
| 1.11 | Approve Validity Period of the Resolution | Management | For | For |
| XINTE ENERGY CO., LTD.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: 1799
SECURITY ID: Y972BC104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Final Financial Accounts | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve Annual Report | Management | For | For |
| 6 | Approve Allowance Plan for Directors and Supervisors | Management | For | For |
| 7 | Approve Shinewing Certified Public Accountants LLP as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional Domestic Shares and/or H Shares | Management | For | Against |
| XINYI SOLAR HOLDINGS LIMITED
MEETING DATE: NOV 25, 2022 |
||||
|
TICKER: 968
SECURITY ID: G9829N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve First Amendments and Adopt First Amended and Restated Articles | Management | For | For |
| 2 | Approve Second Amendments and Adopt Second Amended and Restated Memorandum and the Second Amended and Restated Articles | Management | For | For |
| 3 | Approve RMB Ordinary Share Issue and Specific Mandate | Management | For | For |
| 4 | Approve Plan for Distribution of Profits | Management | For | For |
| 5 | Approve Stabilization Plan | Management | For | For |
| 6 | Approve Profit Distribution and Return Policy | Management | For | For |
| 7 | Approve the Plan for the Use of the Net Proceeds | Management | For | For |
| 8 | Approve Remedial Measures for Potential Dilution | Management | For | For |
| 9 | Approve Seven Letters of Commitment and Undertakings | Management | For | For |
| 10 | Approve Adoption of General Meeting Procedures | Management | For | For |
| 11 | Approve Adoption of Board Meeting Procedures | Management | For | For |
| 12 | Authorize Board to Deal with Matters in Relation to the RMB Ordinary Share Issue and PRC Listing | Management | For | For |
| XINYI SOLAR HOLDINGS LIMITED
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: 968
SECURITY ID: G9829N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3A1 | Elect Lee Yin Yee as Director | Management | For | For |
| 3A2 | Elect Lee Yau Ching as Director | Management | For | For |
| 3A3 | Elect Tung Ching Sai as Director | Management | For | For |
| 3B | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5A | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 5B | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 5C | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 6 | Elect Chu Charn Fai as Director | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY CLOUD COMPUTING ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ALTERYX, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AYX
SECURITY ID: 02156B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles R. Cory | Management | For | Withhold |
| 1.2 | Elect Director Jeffrey L. Horing | Management | For | Withhold |
| 1.3 | Elect Director Dean A. Stoecker | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ATLASSIAN CORPORATION PLC
MEETING DATE: AUG 22, 2022 |
||||
|
TICKER: TEAM
SECURITY ID: G06242111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| ATLASSIAN CORPORATION PLC
MEETING DATE: AUG 22, 2022 |
||||
|
TICKER: TEAM
SECURITY ID: G06242104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| BOX, INC.
MEETING DATE: JUL 14, 2022 |
||||
|
TICKER: BOX
SECURITY ID: 10316T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kim Hammonds *Withdrawn Resolution* | Management | None | None |
| 1b | Elect Director Dan Levin | Management | For | Against |
| 1c | Elect Director Bethany Mayer | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOX, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: BOX
SECURITY ID: 10316T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sue Barsamian | Management | For | Against |
| 1b | Elect Director Jack Lazar | Management | For | Against |
| 1c | Elect Director John Park | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| C3.AI, INC.
MEETING DATE: OCT 05, 2022 |
||||
|
TICKER: AI
SECURITY ID: 12468P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard C. Levin | Management | For | Withhold |
| 1.2 | Elect Director Bruce Sewell | Management | For | Withhold |
| 1.3 | Elect Director Lisa A. Davis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| COMMVAULT SYSTEMS, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: CVLT
SECURITY ID: 204166102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas Adamo | Management | For | For |
| 1.2 | Elect Director Martha H. Bejar | Management | For | For |
| 1.3 | Elect Director David F. Walker | Management | For | For |
| 1.4 | Elect Director Keith Geeslin | Management | For | For |
| 1.5 | Elect Director Vivie "YY" Lee | Management | For | For |
| 1.6 | Elect Director Sanjay Mirchandani | 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 |
| CONFLUENT, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CFLT
SECURITY ID: 20717M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew Miller | Management | For | For |
| 1b | Elect Director Eric Vishria | Management | For | For |
| 1c | Elect Director Michelangelo Volpi | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COUPA SOFTWARE INCORPORATED
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: COUP
SECURITY ID: 22266L106
|
||||
| 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 | Against |
| DATADOG, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DDOG
SECURITY ID: 23804L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Olivier Pomel | Management | For | For |
| 1b | Elect Director Dev Ittycheria | Management | For | Withhold |
| 1c | Elect Director Shardul Shah | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DIGITAL REALTY TRUST, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DLR
SECURITY ID: 253868103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1b | Elect Director VeraLinn 'Dash' Jamieson | Management | For | For |
| 1c | Elect Director Kevin J. Kennedy | Management | For | For |
| 1d | Elect Director William G. LaPerch | Management | For | For |
| 1e | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1f | Elect Director Afshin Mohebbi | Management | For | For |
| 1g | Elect Director Mark R. Patterson | Management | For | For |
| 1h | Elect Director Mary Hogan Preusse | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | Abstain |
| 6 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| DROPBOX, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: DBX
SECURITY ID: 26210C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.2 | Elect Director Donald W. Blair | Management | For | For |
| 1.3 | Elect Director Lisa Campbell | Management | For | Withhold |
| 1.4 | Elect Director Paul E. Jacobs | Management | For | Withhold |
| 1.5 | Elect Director Sara Mathew | Management | For | For |
| 1.6 | Elect Director Abhay Parasnis | Management | For | For |
| 1.7 | Elect Director Karen Peacock | Management | For | For |
| 1.8 | Elect Director Michael Seibel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DYNATRACE, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: DT
SECURITY ID: 268150109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ambika Kapur Gadre | Management | For | For |
| 1b | Elect Director Steve Rowland | Management | For | Withhold |
| 1c | Elect Director Kenneth 'Chip' Virnig | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ELASTIC N.V.
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: ESTC
SECURITY ID: N14506104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohaib Abbasi | Management | For | For |
| 1b | Elect Director Caryn Marooney | Management | For | Against |
| 1c | Elect Director Chetan Puttagunta | Management | For | Against |
| 1d | Elect Director Steven Schuurman | Management | For | For |
| 2 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3 | Appoint PricewaterhouseCoopers Accountants N.V. as External Auditor | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Discharge of Executive Directors | Management | For | For |
| 6 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQUINIX, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EQIX
SECURITY ID: 29444U700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| FASTLY, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: FSLY
SECURITY ID: 31188V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Aida Alvarez | Management | For | Withhold |
| 1.2 | Elect Director Richard Daniels | Management | For | For |
| 1.3 | Elect Director Todd Nightingale | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Grant of Performance Based Stock Options to Artur Bergman | Management | For | For |
| FIVE9, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FIVN
SECURITY ID: 338307101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Burkland | Management | For | For |
| 1.2 | Elect Director Robert Zollars | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify KMPG LLP as Auditors | Management | For | For |
| GITLAB INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: GTLB
SECURITY ID: 37637K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Karen Blasing | Management | For | For |
| 1.2 | Elect Director Merline Saintil | Management | For | For |
| 1.3 | Elect Director Godfrey Sullivan | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HEWLETT PACKARD ENTERPRISE COMPANY
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: HPE
SECURITY ID: 42824C109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel Ammann | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Regina E. Dugan | Management | For | For |
| 1e | Elect Director Jean M. Hobby | Management | For | For |
| 1f | Elect Director Raymond J. Lane | Management | For | For |
| 1g | Elect Director Ann M. Livermore | Management | For | For |
| 1h | Elect Director Antonio F. Neri | Management | For | For |
| 1i | Elect Director Charles H. Noski | Management | For | For |
| 1j | Elect Director Raymond E. Ozzie | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Patricia F. Russo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| HUBSPOT, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: HUBS
SECURITY ID: 443573100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick Caldwell | Management | For | For |
| 1b | Elect Director Claire Hughes Johnson | Management | For | Against |
| 1c | Elect Director Jay Simons | Management | For | For |
| 1d | Elect Director Yamini Rangan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INFORMATICA INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: INFA
SECURITY ID: 45674M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janice Chaffin | Management | For | For |
| 1.2 | Elect Director Gerald Held | Management | For | For |
| 1.3 | Elect Director Ryan Lanpher | Management | For | Withhold |
| 1.4 | Elect Director Austin Locke | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| JFROG LTD.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: FROG
SECURITY ID: M6191J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoav Landman | Management | For | For |
| 1.2 | Elect Director Yossi Sela | Management | For | Against |
| 1.3 | Elect Director Elisa Steele | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Kost, Forer, Gabbay & Kasierer as Auditors | Management | For | For |
| 4 | Approve Amended Compensation of Shlomi Ben Haim, Chief Executive Officer | Management | For | For |
| 5 | Approve Amended Compensation of Yoav Landman, Chief Technology Officer | Management | For | For |
| 6 | Approve Amended Compensation of Frederic Simon, Chief Data Scientist | Management | For | Against |
| KINGDEE INTERNATIONAL SOFTWARE GROUP COMPANY LIMITED
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: 268
SECURITY ID: G52568147
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2A | Elect Xu Shao Chun as Director | Management | For | For |
| 2B | Elect Dong Ming Zhu as Director | Management | For | For |
| 2C | Elect Zhou Jun Xiang as Director | Management | For | For |
| 2D | Elect Bo Lian Ming as Director | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 5B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Approve Increase in Authorized Share Capital | Management | For | For |
| 7 | Adopt New Amended and Restated Memorandum and Articles of Association | Management | For | Against |
| KINGSOFT CLOUD HOLDINGS LTD.
MEETING DATE: DEC 29, 2022 |
||||
|
TICKER: KC
SECURITY ID: 49639K101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Second Amended and Restated Memorandum of Association and Articles of Association | Management | For | Against |
| 2 | Approve Change of English Name and Adopt Chinese Name as Dual Foreign Name of the Company | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 4 | Authorize Share Repurchase Program | Management | For | For |
| 5 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 6 | Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry | Management | For | Against |
| KINGSOFT CLOUD HOLDINGS LTD.
MEETING DATE: JUN 30, 2023 |
||||
|
TICKER: 3896
SECURITY ID: 49639K101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports (Voting) | Management | For | For |
| 2 | Elect Director He Haijian | Management | For | Against |
| 3 | Elect Director Qiu Ruiheng | Management | For | Against |
| 4 | Elect Director Qu Jingyuan | Management | For | For |
| 5 | Approve Remuneration of Directors | Management | For | For |
| 6 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 8 | Authorize Share Repurchase Program | Management | For | For |
| 9 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| MICRO FOCUS INTERNATIONAL PLC
MEETING DATE: OCT 18, 2022 |
||||
|
TICKER: MCRO
SECURITY ID: G6117L194
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Recommended Acquisition of Micro Focus International plc by OpenText Corporation | Management | For | For |
| MICRO FOCUS INTERNATIONAL PLC
MEETING DATE: OCT 18, 2022 |
||||
|
TICKER: MCRO
SECURITY ID: G6117L194
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| MICROSTRATEGY INCORPORATED
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: MSTR
SECURITY ID: 594972408
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Saylor | Management | For | Withhold |
| 1.2 | Elect Director Phong Q. Le | Management | For | Withhold |
| 1.3 | Elect Director Stephen X. Graham | Management | For | Withhold |
| 1.4 | Elect Director Jarrod M. Patten | Management | For | Withhold |
| 1.5 | Elect Director Leslie J. Rechan | Management | For | Withhold |
| 1.6 | Elect Director Carl J. Rickertsen | Management | For | Withhold |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| MONGODB, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MDB
SECURITY ID: 60937P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Archana Agrawal | Management | For | Withhold |
| 1.2 | Elect Director Hope Cochran | Management | For | Withhold |
| 1.3 | Elect Director Dwight Merriman | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NETAPP, INC.
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: NTAP
SECURITY ID: 64110D104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director T. Michael Nevens | Management | For | For |
| 1b | Elect Director Deepak Ahuja | Management | For | For |
| 1c | Elect Director Gerald Held | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director Deborah L. Kerr | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Carrie Palin | Management | For | For |
| 1h | Elect Director Scott F. Schenkel | Management | For | For |
| 1i | Elect Director George T. Shaheen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| NETSCOUT SYSTEMS, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: NTCT
SECURITY ID: 64115T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anil K. Sinhal | Management | For | For |
| 1.2 | Elect Director Robert E. Donahue | Management | For | For |
| 1.3 | Elect Director John R. Egan | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NEW RELIC, INC.
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: NEWR
SECURITY ID: 64829B100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hope Cochran | Management | For | For |
| 1.2 | Elect Director Anne DelSanto | Management | For | Withhold |
| 1.3 | Elect Director Susan D. Arthur | Management | For | For |
| 1.4 | Elect Director Pali Bhat | Management | For | For |
| 1.5 | Elect Director Caroline Watteeuw Carlisle | Management | For | For |
| 1.6 | Elect Director Kevin Galligan | Management | For | For |
| 1.7 | Elect Director William Staples | 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 |
| NUTANIX, INC.
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: NTNX
SECURITY ID: 67059N108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirements | Management | For | For |
| 3 | Amend Certificate of Incorporation to Eliminate Inoperative Provisions in Relation to Class B Common Stock and Update Certain Other Miscellaneous Provisions | Management | For | For |
| 4a | Elect Director David Humphrey | Management | For | For |
| 4b | Elect Director Rajiv Ramaswami | Management | For | For |
| 4c | Elect Director Gayle Sheppard | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| OPEN TEXT CORPORATION
MEETING DATE: SEP 15, 2022 |
||||
|
TICKER: OTEX
SECURITY ID: 683715106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.10 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.11 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Approve Shareholder Rights Plan | Management | For | For |
| PEGASYSTEMS INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: PEGA
SECURITY ID: 705573103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Trefler | Management | For | For |
| 1.2 | Elect Director Peter Gyenes | Management | For | For |
| 1.3 | Elect Director Richard Jones | Management | For | For |
| 1.4 | Elect Director Christopher Lafond | Management | For | For |
| 1.5 | Elect Director Dianne Ledingham | Management | For | For |
| 1.6 | Elect Director Sharon Rowlands | Management | For | For |
| 1.7 | Elect Director Larry Weber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PURE STORAGE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: PSTG
SECURITY ID: 74624M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Brown | Management | For | For |
| 1.2 | Elect Director John "Coz" Colgrove | Management | For | For |
| 1.3 | Elect Director Roxanne Taylor | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| QUALTRICS INTERNATIONAL INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: XM
SECURITY ID: 747601201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ritu Bhargava | Management | For | Against |
| 1b | Elect Director Egon Durban | Management | For | Against |
| 1c | Elect Director Sindhu Gangadharan | Management | For | Against |
| 1d | Elect Director Omar Johnson | Management | For | For |
| 1e | Elect Director Christian Klein | Management | For | Against |
| 1f | Elect Director Robin Manherz | Management | For | Against |
| 1g | Elect Director Luka Mucic | Management | For | Against |
| 1h | Elect Director Scott Russell | Management | For | Against |
| 1i | Elect Director Zig Serafin | Management | For | Against |
| 1j | Elect Director Ryan Smith | Management | For | Against |
| 1k | Elect Director Kelly Steckelberg | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| SALESFORCE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CRM
SECURITY ID: 79466L302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SAP SE
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: SAP
SECURITY ID: D66992104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 8.1 | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Management | For | For |
| 8.2 | Elect Qi Lu to the Supervisory Board | Management | For | For |
| 8.3 | Elect Punit Renjen to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 10 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 11.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 11.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| SEAGATE TECHNOLOGY HOLDINGS PLC
MEETING DATE: OCT 24, 2022 |
||||
|
TICKER: STX
SECURITY ID: G7997R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shankar Arumugavelu | Management | For | For |
| 1b | Elect Director Prat S. Bhatt | Management | For | For |
| 1c | Elect Director Judy Bruner | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Richard L. Clemmer | Management | For | For |
| 1f | Elect Director Yolanda L. Conyers | Management | For | For |
| 1g | Elect Director Jay L. Geldmacher | Management | For | For |
| 1h | Elect Director Dylan Haggart | Management | For | For |
| 1i | Elect Director William D. Mosley | Management | For | For |
| 1j | Elect Director Stephanie Tilenius | Management | For | For |
| 1k | Elect Director Edward J. Zander | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| SERVICENOW, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NOW
SECURITY ID: 81762P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Bostrom | Management | For | For |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | For |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | For |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | Management | For | For |
| SNOWFLAKE INC.
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: SNOW
SECURITY ID: 833445109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Kramer | Management | For | Withhold |
| 1b | Elect Director Frank Slootman | Management | For | Withhold |
| 1c | Elect Director Michael L. Speiser | Management | For | Withhold |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SPLUNK INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: SPLK
SECURITY ID: 848637104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patricia Morrison | Management | For | For |
| 1b | Elect Director David Tunnell | Management | For | For |
| 1c | Elect Director Dennis L. Via | Management | For | For |
| 1d | Elect Director Luis Visoso | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| SUMO LOGIC, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SUMO
SECURITY ID: 86646P103
|
||||
| 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 | Against |
| TERADATA CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TDC
SECURITY ID: 88076W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel R. Fishback | Management | For | For |
| 1b | Elect Director Stephen McMillan | Management | For | For |
| 1c | Elect Director Kimberly K. Nelson | Management | For | For |
| 1d | Elect Director Todd E. McElhatton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE SAGE GROUP PLC
MEETING DATE: FEB 02, 2023 |
||||
|
TICKER: SGE
SECURITY ID: G7771K142
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Maggie Jones as Director | Management | For | For |
| 5 | Re-elect Andrew Duff as Director | Management | For | For |
| 6 | Re-elect Sangeeta Anand as Director | Management | For | For |
| 7 | Re-elect John Bates as Director | Management | For | For |
| 8 | Re-elect Jonathan Bewes as Director | Management | For | For |
| 9 | Re-elect Annette Court as Director | Management | For | For |
| 10 | Re-elect Drummond Hall as Director | Management | For | For |
| 11 | Re-elect Derek Harding as Director | Management | For | For |
| 12 | Re-elect Steve Hare as Director | Management | For | For |
| 13 | Re-elect Jonathan Howell as Director | Management | For | For |
| 14 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Approve Increase in the Maximum Aggregate Fees Payable to Non-Executive Directors | Management | For | For |
| 18 | Amend 2019 Restricted Share Plan | Management | For | For |
| 19 | Approve Colleague Share Purchase Plan | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| TWILIO INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: TWLO
SECURITY ID: 90138F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Bell | Management | For | For |
| 1.2 | Elect Director Jeffrey Immelt | Management | For | For |
| 1.3 | Elect Director Erika Rottenberg | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| UDEMY, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: UDMY
SECURITY ID: 902685106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Lieberman | Management | For | Withhold |
| 1.2 | Elect Director Natalie Schechtman | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UIPATH, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: PATH
SECURITY ID: 90364P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel Dines | Management | For | Withhold |
| 1b | Elect Director Philippe Botteri | Management | For | Withhold |
| 1c | Elect Director Michael Gordon | Management | For | For |
| 1d | Elect Director Daniel D. Springer | Management | For | For |
| 1e | Elect Director Laela Sturdy | Management | For | Withhold |
| 1f | Elect Director Karenann Terrell | Management | For | For |
| 1g | Elect Director Richard P. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| VERINT SYSTEMS INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: VRNT
SECURITY ID: 92343X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dan Bodner | Management | For | For |
| 1.2 | Elect Director Linda Crawford | Management | For | For |
| 1.3 | Elect Director John Egan | Management | For | For |
| 1.4 | Elect Director Reid French | Management | For | For |
| 1.5 | Elect Director Stephen Gold | Management | For | For |
| 1.6 | Elect Director William Kurtz | Management | For | For |
| 1.7 | Elect Director Andrew Miller | Management | For | For |
| 1.8 | Elect Director Richard Nottenburg | Management | For | For |
| 1.9 | Elect Director Kristen Robinson | Management | For | For |
| 1.10 | Elect Director Yvette Smith | Management | For | For |
| 1.11 | Elect Director Jason Wright | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| VMWARE, INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: VMW
SECURITY ID: 928563402
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole Anasenes | Management | For | For |
| 1b | Elect Director Marianne Brown | Management | For | For |
| 1c | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VMWARE, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: VMW
SECURITY ID: 928563402
|
||||
| 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 | Against |
| 4 | Amend Certificate of Incorporation to Eliminate Personal Liability of Directors | Management | For | For |
| WESTERN DIGITAL CORPORATION
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: WDC
SECURITY ID: 958102105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly E. Alexy | Management | For | For |
| 1b | Elect Director Thomas H. Caulfield | Management | For | For |
| 1c | Elect Director Martin I. Cole | Management | For | For |
| 1d | Elect Director Tunc Doluca | Management | For | For |
| 1e | Elect Director David V. Goeckeler | Management | For | For |
| 1f | Elect Director Matthew E. Massengill | Management | For | For |
| 1g | Elect Director Stephanie A. Streeter | Management | For | For |
| 1h | Elect Director Miyuki Suzuki | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| WORKDAY, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: WDAY
SECURITY ID: 98138H101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christa Davies | Management | For | Against |
| 1b | Elect Director Wayne A.I. Frederick | Management | For | For |
| 1c | Elect Director Mark J. Hawkins | Management | For | For |
| 1d | Elect Director George J. Still, Jr. | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| ZOOM VIDEO COMMUNICATIONS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ZM
SECURITY ID: 98980L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric S. Yuan | Management | For | For |
| 1.2 | Elect Director Peter Gassner | Management | For | For |
| 1.3 | Elect Director H.R. McMaster | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
VOTE SUMMARY REPORT
FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| BAKKT HOLDINGS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BKKT
SECURITY ID: 05759B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Clifton | Management | For | Withhold |
| 1.2 | Elect Director DeAna Dow | Management | For | Withhold |
| 1.3 | Elect Director Gordon Watson | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| BIT DIGITAL, INC.
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: BTBT
SECURITY ID: G1144A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Zhaohui Deng | Management | For | Withhold |
| 1.2 | Elect Director Erke Huang | Management | For | For |
| 1.3 | Elect Director Ichi Shih | Management | For | Withhold |
| 1.4 | Elect Director Yan Xiong | Management | For | Withhold |
| 1.5 | Elect Director Brock Pierce | Management | For | For |
| 2 | Approve Reverse Stock Split, Increase in Authorised Share Capital, and the Amendment of Memorandum and Articles of Association | Management | For | Against |
| 3 | Amend Memorandum and Articles of association | Management | For | Against |
| BITCOIN GROUP SE
MEETING DATE: JUL 01, 2022 |
||||
|
TICKER: ADE
SECURITY ID: D1183E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2021 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.10 per Share | Management | For | For |
| 3 | Approve Discharge of Former Board of Directors and Current Supervisory Board for Fiscal Year 2021 | Management | For | For |
| 4 | Approve Discharge of Former Managing Directors and Current Management Board for Fiscal Year 2021 | Management | For | For |
| 5 | Ratify GAR Gesellschaft fuer Aufsichtsrecht und Revision mbH as Auditors for Fiscal Year 2022 | Management | For | For |
| 6 | Elect Holger Giese to the Supervisory Board | Management | For | Against |
| 7.1 | Approve Increase in Size of Board to Five Members | Management | For | Against |
| 7.2 | Elect Sebastian Borek to the Supervisory Board | Management | For | Against |
| 8 | Approve Remuneration of Supervisory Board | Management | For | For |
| 9 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| BITFARMS LTD.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: BITF
SECURITY ID: 09173B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicolas Bonta | Management | For | Against |
| 1b | Elect Director Andres Finkielsztain | Management | For | For |
| 1c | Elect Director Emiliano Joel Grodzki | Management | For | Against |
| 1d | Elect Director Edith M. Hofmeister | Management | For | For |
| 1e | Elect Director Brian Howlett | Management | For | For |
| 1f | Elect Director L. Geoffrey Morphy | Management | For | Against |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Approve Share Consolidation | Management | For | For |
| BLOCK, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SQ
SECURITY ID: 852234103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | For |
| 1.2 | Elect Director Amy Brooks | Management | For | Withhold |
| 1.3 | Elect Director Shawn Carter | Management | For | For |
| 1.4 | Elect Director James McKelvey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| BREAD FINANCIAL HOLDINGS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BFH
SECURITY ID: 018581108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph J. Andretta | Management | For | For |
| 1.2 | Elect Director Roger H. Ballou | Management | For | For |
| 1.3 | Elect Director John C. Gerspach, Jr. | Management | For | For |
| 1.4 | Elect Director Rajesh Natarajan | Management | For | For |
| 1.5 | Elect Director Timothy J. Theriault | Management | For | For |
| 1.6 | Elect Director Laurie A. Tucker | Management | For | For |
| 1.7 | Elect Director Sharen J. Turney | 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 |
| CIELO SA
MEETING DATE: MAR 06, 2023 |
||||
|
TICKER: CIEL3
SECURITY ID: P2859E100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Remuneration of Company's Management | Management | For | Against |
| 4 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | For |
| CLEANSPARK, INC.
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: CLSK
SECURITY ID: 18452B209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Zachary K. Bradford | Management | For | For |
| 1.2 | Elect Director S. Matthew Schultz | Management | For | For |
| 1.3 | Elect Director Larry McNeill | Management | For | For |
| 1.4 | Elect Director Thomas L. Wood | Management | For | For |
| 1.5 | Elect Director Roger P. Beynon | Management | For | For |
| 1.6 | Elect Director Amanda Cavaleri | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Ratify MaloneBailey, LLP as Auditors | Management | For | For |
| COINBASE GLOBAL, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: COIN
SECURITY ID: 19260Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederick Ernest Ehrsam, III | Management | For | Withhold |
| 1.2 | Elect Director Kathryn Haun | Management | For | Withhold |
| 1.3 | Elect Director Kelly A. Kramer | Management | For | Withhold |
| 1.4 | Elect Director Tobias Lutke | Management | For | For |
| 1.5 | Elect Director Gokul Rajaram | Management | For | Withhold |
| 1.6 | Elect Director Fred Wilson | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DLOCAL LIMITED
MEETING DATE: OCT 26, 2022 |
||||
|
TICKER: DLO
SECURITY ID: G29018101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Mariam Toulan | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| EDENRED SA
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: EDEN
SECURITY ID: F3192L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1 per Share | Management | For | For |
| 4 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 5 | Approve Remuneration Policy of Directors | Management | For | For |
| 6 | Approve Remuneration of Directors in the Aggregate Amount of EUR 840,000 | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Bertrand Dumazy, Chairman and CEO | Management | For | For |
| 9 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 11 | Authorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions | Management | For | For |
| 12 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| FLEETCOR TECHNOLOGIES, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: FLT
SECURITY ID: 339041105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven T. Stull | Management | For | Against |
| 1b | Elect Director Annabelle Bexiga | Management | For | For |
| 1c | Elect Director Michael Buckman | Management | For | For |
| 1d | Elect Director Ronald F. Clarke | Management | For | For |
| 1e | Elect Director Joseph W. Farrelly | Management | For | Against |
| 1f | Elect Director Rahul Gupta | Management | For | For |
| 1g | Elect Director Thomas M. Hagerty | Management | For | Against |
| 1h | Elect Director Archie L. Jones, Jr. | Management | For | For |
| 1i | Elect Director Hala G. Moddelmog | Management | For | Against |
| 1j | Elect Director Richard Macchia | Management | For | For |
| 1k | Elect Director Jeffrey S. Sloan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| FLYWIRE CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FLYW
SECURITY ID: 302492103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alex Finkelstein | Management | For | Withhold |
| 1.2 | Elect Director Matthew Harris | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GALAXY DIGITAL HOLDINGS LTD.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: GLXY
SECURITY ID: G37092106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Novogratz | Management | For | For |
| 1b | Elect Director Bill Koutsouras | Management | For | For |
| 1c | Elect Director Dominic Docherty | Management | For | For |
| 1d | Elect Director Michael Daffey | Management | For | For |
| 1e | Elect Director Jane Dietze | Management | For | Withhold |
| 1f | Elect Director Damien Vanderwilt | Management | For | For |
| 1g | Elect Director Richard Tavoso | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3a | For the Purpose of Determining the Aggregate Number of Votes that U.S. holders are Entitled to Cast, the Undersigned Certifies That It is Not a U.S. Resident. Vote FOR = Yes and AGAINST = No. | Management | None | Against |
| 3b | The Undersigned Certifies That to the Extent That It Holds Shares of the Company for the Account or Benefit of Any Other Person, Such Person is Not a U.S. Resident. Vote FOR = Yes and AGAINST = No. | Management | None | Against |
| GLOBAL PAYMENTS INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: GPN
SECURITY ID: 37940X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director F. Thaddeus Arroyo | Management | For | For |
| 1b | Elect Director Robert H.B. Baldwin, Jr. | Management | For | For |
| 1c | Elect Director John G. Bruno | Management | For | For |
| 1d | Elect Director Joia M. Johnson | Management | For | For |
| 1e | Elect Director Ruth Ann Marshall | Management | For | For |
| 1f | Elect Director Connie D. McDaniel | Management | For | For |
| 1g | Elect Director Joseph H. Osnoss | Management | For | For |
| 1h | Elect Director William B. Plummer | Management | For | For |
| 1i | Elect Director Jeffrey S. Sloan | Management | For | For |
| 1j | Elect Director John T. Turner | Management | For | For |
| 1k | Elect Director M. Troy Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| GMO PAYMENT GATEWAY, INC.
MEETING DATE: DEC 18, 2022 |
||||
|
TICKER: 3769
SECURITY ID: J18229104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 160 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Management | For | For |
| 3.1 | Elect Director Ainoura, Issei | Management | For | Against |
| 3.2 | Elect Director Kumagai, Masatoshi | Management | For | Against |
| 3.3 | Elect Director Muramatsu, Ryu | Management | For | For |
| 3.4 | Elect Director Isozaki, Satoru | Management | For | For |
| 3.5 | Elect Director Yasuda, Masashi | Management | For | For |
| 3.6 | Elect Director Yamashita, Hirofumi | Management | For | For |
| 3.7 | Elect Director Arai, Teruhiro | Management | For | For |
| 3.8 | Elect Director Inagaki, Noriko | Management | For | For |
| 3.9 | Elect Director Kawasaki, Yuki | Management | For | For |
| 3.10 | Elect Director Shimahara, Takashi | Management | For | For |
| 3.11 | Elect Director Sato, Akio | Management | For | For |
| GREEN DOT CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: GDOT
SECURITY ID: 39304D102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Chris Brewster | Management | For | For |
| 1.2 | Elect Director Rajeev V. Date | Management | For | For |
| 1.3 | Elect Director Saturnino 'Nino' Fanlo | Management | For | For |
| 1.4 | Elect Director Peter Feld | Management | For | For |
| 1.5 | Elect Director George Gresham | Management | For | For |
| 1.6 | Elect Director William I Jacobs | Management | For | For |
| 1.7 | Elect Director Jeffrey B. Osher | Management | For | For |
| 1.8 | Elect Director Ellen Richey | Management | For | For |
| 1.9 | Elect Director George T. Shaheen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| HIVE BLOCKCHAIN TECHNOLOGIES LTD.
MEETING DATE: DEC 20, 2022 |
||||
|
TICKER: HIVE
SECURITY ID: 43366H704
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank Holmes | Management | For | For |
| 1.2 | Elect Director Ian Mann | Management | For | For |
| 1.3 | Elect Director Susan B. McGee | Management | For | For |
| 1.4 | Elect Director Marcus New | Management | For | For |
| 1.5 | Elect Director Dave Perrill | Management | For | For |
| 2 | Approve Davidson & Company LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Re-approve Stock Option Plan | Management | For | Against |
| MARATHON DIGITAL HOLDINGS, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: MARA
SECURITY ID: 565788106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Georges Antoun | Management | For | Withhold |
| 1b | Elect Director Jay Leupp | Management | For | Withhold |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Other Business | Management | For | Against |
| MARQETA, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: MQ
SECURITY ID: 57142B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Najuma (Naj) Atkinson | Management | For | For |
| 1.2 | Elect Director Martha Cummings | Management | For | Withhold |
| 1.3 | Elect Director Judson (Jud) Linville | Management | For | For |
| 1.4 | Elect Director Helen Riley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MULLEN AUTOMOTIVE, INC.
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: MULN
SECURITY ID: 62526P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ignacio Novoa | Management | For | Withhold |
| 1.2 | Elect Director David Michery | Management | For | Withhold |
| 1.3 | Elect Director Mary Winter | Management | For | Withhold |
| 2 | Increase Authorized Preferred and Common Stock | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Approve Issuance of Common Stock to David Michery | Management | For | Against |
| 5 | Approve Issuance of Warrants | Management | For | For |
| 6 | Ratify Daszkal Bolton, LLP as Auditors | Management | For | For |
| NEXI SPA
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: NEXI
SECURITY ID: T6S18J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements, Statutory Reports, and Allocation of Income | Management | For | For |
| 2.1 | Approve Remuneration Policy | Management | For | Against |
| 2.2 | Approve Second Section of the Remuneration Report | Management | For | Against |
| 3 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 4 | Elect Johannes Korp as Director and Approve Director's Remuneration | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| NUVEI CORPORATION
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: NVEI
SECURITY ID: 67079A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Philip Fayer | Management | For | For |
| 1.2 | Elect Director Timothy A. Dent | Management | For | For |
| 1.3 | Elect Director Maren Hwei Chyun Lau | Management | For | For |
| 1.4 | Elect Director David Lewin | Management | For | Against |
| 1.5 | Elect Director Daniela Mielke | Management | For | Against |
| 1.6 | Elect Director Pascal Tremblay | Management | For | For |
| 1.7 | Elect Director Samir Zabaneh | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Omnibus Incentive Plan | Management | For | Against |
| PAYONEER GLOBAL INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: PAYO
SECURITY ID: 70451X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Caplan | Management | For | For |
| 1.2 | Elect Director Amir Goldman | Management | For | Withhold |
| 1.3 | Elect Director Susanna Morgan | Management | For | For |
| 1.4 | Elect Director Rich Williams | Management | For | For |
| 2 | Ratify Kesselman & Kesselman 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 |
| RIOT BLOCKCHAIN, INC.
MEETING DATE: JUL 27, 2022 |
||||
|
TICKER: RIOT
SECURITY ID: 767292105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hubert Marleau | Management | For | For |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| RIOT BLOCKCHAIN, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: RIOT
SECURITY ID: 767292105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| RIOT PLATFORMS, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: RIOT
SECURITY ID: 767292105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hannah Cho | Management | For | Withhold |
| 1b | Elect Director Lance D'Ambrosio | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| SHIFT4 PAYMENTS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: FOUR
SECURITY ID: 82452J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sam Bakhshandehpour | Management | For | For |
| 1.2 | Elect Director Jonathan Halkyard | Management | For | Withhold |
| 1.3 | Elect Director Donald Isaacman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SHOPIFY INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: SHOP
SECURITY ID: 82509L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tobias Lutke | Management | For | For |
| 1B | Elect Director Robert Ashe | Management | For | For |
| 1C | Elect Director Gail Goodman | Management | For | For |
| 1D | Elect Director Colleen Johnston | Management | For | For |
| 1E | Elect Director Jeremy Levine | Management | For | For |
| 1F | Elect Director Toby Shannan | Management | For | For |
| 1G | Elect Director Fidji Simo | Management | For | For |
| 1H | Elect Director Bret Taylor | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | Against |
| STONECO LTD.
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: STNE
SECURITY ID: G85158106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Director Andre Street de Aguiar | Management | For | Against |
| 3 | Elect Director Conrado Engel | Management | For | For |
| 4 | Elect Director Roberto Moses Thompson Motta | Management | For | For |
| 5 | Elect Director Luciana Ibiapina Lira Aguiar | Management | For | For |
| 6 | Elect Director Pedro Henrique Cavallieri Franceschi | Management | For | For |
| 7 | Elect Director Diego Fresco Gutierrez | Management | For | For |
| 8 | Elect Director Mauricio Luis Luchetti | Management | For | For |
| 9 | Elect Director Patricia Regina Verderesi Schindler | Management | For | For |
| 10 | Elect Director Pedro Zinner | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WEX INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: WEX
SECURITY ID: 96208T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Callahan | Management | For | For |
| 1.2 | Elect Director Shikhar Ghosh | Management | For | For |
| 1.3 | Elect Director James Groch | Management | For | For |
| 1.4 | Elect Director James (Jim) Neary | Management | For | For |
| 1.5 | Elect Director Melissa Smith | Management | For | For |
| 1.6 | Elect Director Stephen Smith | Management | For | For |
| 1.7 | Elect Director Susan Sobbott | Management | For | For |
| 1.8 | Elect Director Regina O. Sommer | 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 |
| WORLDLINE SA
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: WLN
SECURITY ID: F9867T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Absence of Dividends | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Reelect Bernard Bourigeaud as Director | Management | For | For |
| 6 | Reelect Gilles Grapinet as Director | Management | For | For |
| 7 | Reelect Gilles Arditti as Director | Management | For | For |
| 8 | Reelect Aldo Cardoso as Director | Management | For | For |
| 9 | Reelect Giulia Fitzpatrick as Director | Management | For | For |
| 10 | Reelect Thierry Sommelet as Director | Management | For | For |
| 11 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 12 | Approve Compensation of Bernard Bourigeaud, Chairman of the Board | Management | For | For |
| 13 | Approve Compensation of Gilles Grapinet, CEO | Management | For | For |
| 14 | Approve Compensation of Marc-Henri Desportes, Vice-CEO | Management | For | For |
| 15 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 16 | Approve Remuneration Policy of CEO | Management | For | For |
| 17 | Approve Remuneration Policy of Vice-CEO | Management | For | For |
| 18 | Approve Remuneration Policy of Non-Executive Directors | Management | For | For |
| 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 21 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights Up to 50 Percent of Issued Capital | Management | For | For |
| 22 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With a Binding Priority Right Up to 10 Percent of Issued Capital | Management | For | For |
| 23 | Approve Issuance of Equity or Equity-Linked Securities for Up to 10 Percent of Issued Capital Per Year for Private Placements | Management | For | For |
| 24 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 21-23 | Management | For | For |
| 25 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 26 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 27 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries, up to Aggregate Nominal Amount of EUR 270,000 | Management | For | For |
| 28 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and Corporate Officers of International Subsidiaries | Management | For | For |
| 30 | Authorize up to 2 Percent of Issued Capital for Use in Stock Option Plans | Management | For | For |
| 31 | Authorize up to 0.7 Percent of Issued Capital for Use in Restricted Stock Plans With Performance Conditions Attached | Management | For | For |
| 32 | Amend Article 19 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 33 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY DIGITAL HEALTH ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ALIBABA HEALTH INFORMATION TECHNOLOGY LIMITED
MEETING DATE: AUG 05, 2022 |
||||
|
TICKER: 241
SECURITY ID: G0171K101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a1 | Elect Zhu Shunyan as Director | Management | For | For |
| 2a2 | Elect Shen Difan as Director | Management | For | For |
| 2a3 | Elect Li Faguang as Director | Management | For | For |
| 2a4 | Elect Luo Tong as Director | Management | For | For |
| 2a5 | Elect Wong King On, Samuel as Director | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve Ernst & Young as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Approve Grant of Mandate Authorizing the Directors to Grant Awards of Options and/or Restricted Share Units Pursuant to the Share Award Scheme and Related Transactions | Management | For | Against |
| 9a | Amend Bye-laws | Management | For | For |
| 9b | Authorize Board to Deal with All Matters in Relation to the Proposed Amendments to the Bye-laws | Management | For | For |
| ALIBABA HEALTH INFORMATION TECHNOLOGY LIMITED
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 241
SECURITY ID: G0171K101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve 2024 Advertising Services Framework Agreement, Proposed Annual Cap and Related Transactions | Management | For | For |
| 2 | Approve 2024 Framework Technical Services Agreement, Proposed Annual Cap and Related Transactions | Management | For | For |
| 3 | Authorize Board to Deal With All Matters in Relation to the 2024 Advertising Services Framework Agreement, 2024 Framework Technical Services Agreement, Proposed Annual Cap and Related Transactions | Management | For | For |
| COCHLEAR LIMITED
MEETING DATE: OCT 18, 2022 |
||||
|
TICKER: COH
SECURITY ID: Q25953102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Financial Statements and Reports of the Directors and Auditors | Management | For | For |
| 2.1 | Approve Remuneration Report | Management | For | For |
| 3.1 | Elect Yasmin Allen as Director | Management | For | For |
| 3.2 | Elect Michael del Prado as Director | Management | For | For |
| 3.3 | Elect Karen Penrose as Director | Management | For | For |
| 4.1 | Approve Grant of Options and Performance Rights to Dig Howitt | Management | For | For |
| 5.1 | Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors | Management | None | For |
| COMPUGROUP MEDICAL SE & CO. KGAA
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: COP
SECURITY ID: D193ZN100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends of EUR 0.50 per Share | Management | For | For |
| 3 | Approve Discharge of Personally Liable Partner for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 and the First Quarter of Fiscal Year 2024 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | Against |
| 7 | Approve Remuneration Policy | Management | For | Against |
| 8.1 | Approve Virtual-Only Shareholder Meetings Until 2028 | Management | For | Against |
| 8.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 9 | Elect Reinhard Lyhs to the Supervisory Board | Management | For | For |
| CORVEL CORPORATION
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: CRVL
SECURITY ID: 221006109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director V. Gordon Clemons | Management | For | For |
| 1.2 | Elect Director Steven J. Hamerslag | Management | For | For |
| 1.3 | Elect Director Alan R. Hoops | Management | For | For |
| 1.4 | Elect Director R. Judd Jessup | Management | For | For |
| 1.5 | Elect Director Jean H. Macino | Management | For | For |
| 1.6 | Elect Director Jeffrey J. Michael | Management | For | For |
| 2 | Ratify Haskell & White LLP as Auditors | Management | For | For |
| 3 | Report on Steps to Improve Racial and Gender Board Diversity | Shareholder | Against | For |
| DEMANT A/S
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: DEMANT
SECURITY ID: K3008M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 4 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 5 | Approve Remuneration of Directors in the Amount of DKK 1.35 Million for Chairman, DKK 900,000 for Vice Chairman and DKK 450,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 6.a | Reelect Niels B. Christiansen as Director | Management | For | Did Not Vote |
| 6.b | Reelect Niels Jacobsen as Director | Management | For | Did Not Vote |
| 6.c | Reelect Anja Madsen as Director | Management | For | Did Not Vote |
| 6.d | Reelect Sisse Fjelsted Rasmussen as Director | Management | For | Did Not Vote |
| 6.e | Reelect Kristian Villumsen as Director | Management | For | Did Not Vote |
| 7 | Ratify PricewaterhouseCoopers as Auditors | Management | For | Did Not Vote |
| 8.a | Approve DKK 1.3 Million Reduction in Share Capital via Share Cancellation for Transfer to Shareholders | Management | For | Did Not Vote |
| 8.b | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 8.c | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | Did Not Vote |
| 9 | Other Business | Management | None | None |
| DOXIMITY, INC.
MEETING DATE: JUL 27, 2022 |
||||
|
TICKER: DOCS
SECURITY ID: 26622P107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Tangney | Management | For | Withhold |
| 1.2 | Elect Director Kira Wampler | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| FISHER & PAYKEL HEALTHCARE CORPORATION LIMITED
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: FPH
SECURITY ID: Q38992105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Lewis Gradon as Director | Management | For | For |
| 2 | Elect Neville Mitchell as Director | Management | For | For |
| 3 | Elect Donal O'Dwyer as Director | Management | For | For |
| 4 | Elect Lisa McIntyre as Director | Management | For | For |
| 5 | Elect Cather Simpson as Director | Management | For | For |
| 6 | Authorize Board to Fix Remuneration of the Auditors | Management | For | For |
| 7 | Approve Issuance of Performance Share Rights to Lewis Gradon | Management | For | For |
| 8 | Approve Issuance of Options to Lewis Gradon | Management | For | For |
| 9 | Approve 2022 Employee Stock Purchase Plan | Management | For | For |
| 10 | Approve 2022 Performance Share Rights Plan - North America | Management | For | For |
| 11 | Approve 2022 Share Option Plan - North America | Management | For | For |
| HIMS & HERS HEALTH, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: HIMS
SECURITY ID: 433000106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Dudum | Management | For | Withhold |
| 1.2 | Elect Director Alex Bard | Management | For | Withhold |
| 1.3 | Elect Director Ambar Bhattacharyya | Management | For | Withhold |
| 1.4 | Elect Director Patrick Carroll | Management | For | Withhold |
| 1.5 | Elect Director Delos Cosgrove | Management | For | Withhold |
| 1.6 | Elect Director Lynne Chou O'Keefe | Management | For | Withhold |
| 1.7 | Elect Director Christiane Pendarvis | Management | For | For |
| 1.8 | Elect Director Andrea Perez | Management | For | Withhold |
| 1.9 | Elect Director David Wells | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INTEGRA LIFESCIENCES HOLDINGS CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: IART
SECURITY ID: 457985208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan De Witte | Management | For | For |
| 1b | Elect Director Keith Bradley | Management | For | For |
| 1c | Elect Director Shaundra D. Clay | Management | For | For |
| 1d | Elect Director Stuart M. Essig | Management | For | For |
| 1e | Elect Director Barbara B. Hill | Management | For | For |
| 1f | Elect Director Renee W. Lo | Management | For | For |
| 1g | Elect Director Raymond G. Murphy | Management | For | For |
| 1h | Elect Director Christian S. Schade | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| JD HEALTH INTERNATIONAL INC.
MEETING DATE: DEC 23, 2022 |
||||
|
TICKER: 6618
SECURITY ID: G5074A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve 2023 Technology and Traffic Support Services Framework Agreement and Related Transactions | Management | For | For |
| 2 | Approve 2023 JD Sales Framework Agreement, Annual Caps and Related Transactions | Management | For | For |
| 3 | Approve 2023 Marketing Services Framework Agreement, Annual Caps and Related Transactions | Management | For | For |
| 4 | Approve 2023 Supply Chain Solutions and Logistics Services Framework Agreement, Annual Caps and Related Transactions | Management | For | For |
| JD HEALTH INTERNATIONAL INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 6618
SECURITY ID: G5074A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Elect Enlin Jin as Director | Management | For | For |
| 2.2 | Elect Richard Qiangdong Liu as Director | Management | For | Against |
| 2.3 | Elect Jiyu Zhang as Director | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5a | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 5b | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 5c | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 6 | Adopt the Sixth Amended and Restated Memorandum and Articles of Association and Related Transactions | Management | For | For |
| JMDC, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 4483
SECURITY ID: J2835D108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matsushima, Yosuke | Management | For | For |
| 1.2 | Elect Director Noguchi, Ryo | Management | For | For |
| 1.3 | Elect Director Yamamoto, Yuta | Management | For | For |
| 1.4 | Elect Director Jihyun Lee | Management | For | For |
| 1.5 | Elect Director Takeda, Seiji | Management | For | For |
| 2.1 | Elect Director and Audit Committee Member Shimoda, Tsuneo | Management | For | For |
| 2.2 | Elect Director and Audit Committee Member Hayashi, Nampei | Management | For | For |
| 2.3 | Elect Director and Audit Committee Member Fujioka, Daisuke | Management | For | For |
| 3 | Elect Alternate Director and Audit Committee Member Hara, Masahiko | Management | For | For |
| MODEL N, INC.
MEETING DATE: FEB 16, 2023 |
||||
|
TICKER: MODN
SECURITY ID: 607525102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tim Adams | Management | For | For |
| 1.2 | Elect Director Manisha Shetty Gulati | Management | For | For |
| 1.3 | Elect Director Scott Reese | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NATUS MEDICAL INCORPORATED
MEETING DATE: JUL 06, 2022 |
||||
|
TICKER: NTUS
SECURITY ID: 639050103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| 3 | Advisory Vote on Golden Parachutes | Management | For | Against |
| NEXTGEN HEALTHCARE, INC.
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: NXGN
SECURITY ID: 65343C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig A. Barbarosh | Management | For | For |
| 1b | Elect Director George H. Bristol | Management | For | For |
| 1c | Elect Director Darnell Dent | Management | For | For |
| 1d | Elect Director Julie D. Klapstein | Management | For | For |
| 1e | Elect Director Jeffrey H. Margolis | Management | For | For |
| 1f | Elect Director Geraldine McGinty | Management | For | For |
| 1g | Elect Director Morris Panner | Management | For | For |
| 1h | Elect Director Pamela S. Puryear | Management | For | For |
| 1i | Elect Director David Sides | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OPTIMIZERX CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: OPRX
SECURITY ID: 68401U204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William J. Febbo | Management | For | For |
| 1.2 | Elect Director Gus D. Halas | Management | For | Withhold |
| 1.3 | Elect Director Lynn O'Connor Vos | Management | For | For |
| 1.4 | Elect Director James Lang | Management | For | Withhold |
| 1.5 | Elect Director Patrick Spangler | Management | For | Withhold |
| 1.6 | Elect Director Gregory D. Wasson | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify UHY LLP as Auditors | Management | For | For |
| PING AN HEALTHCARE AND TECHNOLOGY COMPANY LIMITED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: 1833
SECURITY ID: G71139102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a1 | Elect Fang Weihao as Director | Management | For | For |
| 2a2 | Elect Wu Jun as Director | Management | For | For |
| 2a3 | Elect Fu Xin as Director | Management | For | For |
| 2a4 | Elect Tang Yunwei as Director | Management | For | For |
| 2a5 | Elect Guo Tianyong as Director | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 3 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 4B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 4C | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 5 | Approve Adoption of the Fifth Amended and Restated Memorandum and Articles of Association | Management | For | For |
| PRO MEDICUS LIMITED
MEETING DATE: NOV 21, 2022 |
||||
|
TICKER: PME
SECURITY ID: Q77301101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Approve Remuneration Report | Management | For | For |
| 3.1 | Elect Anthony Glenning as Director | Management | For | For |
| 3.2 | Elect Sam Hupert as Director | Management | For | For |
| RESMED INC.
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: RMD
SECURITY ID: 761152107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Burt | Management | For | For |
| 1b | Elect Director Jan De Witte | Management | For | For |
| 1c | Elect Director Karen Drexler | Management | For | For |
| 1d | Elect Director Michael 'Mick' Farrell | Management | For | For |
| 1e | Elect Director Peter Farrell | Management | For | For |
| 1f | Elect Director Harjit Gill | Management | For | For |
| 1g | Elect Director John Hernandez | Management | For | For |
| 1h | Elect Director Richard Sulpizio | Management | For | For |
| 1i | Elect Director Desney Tan | Management | For | For |
| 1j | Elect Director Ronald Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SECTRA AB
MEETING DATE: SEP 08, 2022 |
||||
|
TICKER: SECT.B
SECURITY ID: W8T80J629
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 4 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 5.a | Designate Patrik Jonsson as Inspector of Minutes of Meeting | Management | For | Did Not Vote |
| 5.b | Designate Robert Forchheimer as Inspector of Minutes of Meeting | Management | For | Did Not Vote |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 7 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 8 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9 | Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 10.a | Approve Discharge of Anders Persson | Management | For | Did Not Vote |
| 10.b | Approve Discharge of Christer Nilsson | Management | For | Did Not Vote |
| 10.c | Approve Discharge of Torbjorn Kronander | Management | For | Did Not Vote |
| 10.d | Approve Discharge of Tomas Puusepp | Management | For | Did Not Vote |
| 10.e | Approve Discharge of Birgitta Hagenfeldt | Management | For | Did Not Vote |
| 10.f | Approve Discharge of Jan-Olof Bruer | Management | For | Did Not Vote |
| 10.g | Approve Discharge of Jonas Yngvesson | Management | For | Did Not Vote |
| 10.h | Approve Discharge of Fredrik Robertsson | Management | For | Did Not Vote |
| 10.i | Approve Discharge of Torbjorn Kronander | Management | For | Did Not Vote |
| 10.j | Approve Discharge of Andreas Orneus | Management | For | Did Not Vote |
| 10.k | Approve Discharge of Filip Klintenstedt | Management | For | Did Not Vote |
| 10.l | Approve Discharge of Maja Modigh | Management | For | Did Not Vote |
| 10.m | Approve Discharge of Pontus Svard | Management | For | Did Not Vote |
| 11.a | Determine Number of Members (7) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 11.b | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 12.a | Approve Remuneration of Directors in the Amount of SEK 560,000 for Chairman, and SEK 280,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 12.b | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 13.a | Reelect Anders Persson as Director | Management | For | Did Not Vote |
| 13.b | Reelect Torbjorn Kronander as Director | Management | For | Did Not Vote |
| 13.c | Reelect Tomas Puusepp as Director | Management | For | Did Not Vote |
| 13.d | Reelect Birgitta Hagenfeldt as Director | Management | For | Did Not Vote |
| 13.e | Reelect Jan-Olof Bruer as Director | Management | For | Did Not Vote |
| 13.f | Reelect Fredrik Robertsson as Director | Management | For | Did Not Vote |
| 13.g | Elect Ulrika Unell as Director | Management | For | Did Not Vote |
| 14 | Reappoint Jan-Olof Bruer as Board Chair | Management | For | Did Not Vote |
| 15 | Ratify Ernst & Young as Auditors | Management | For | Did Not Vote |
| 16 | Approve Remuneration Report | Management | For | Did Not Vote |
| 17 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 18 | Approve Share Split; SEK 19.3 Million Reduction in Share Capital via Share Cancellation; Approve Approve Capitalization of Reserves of SEK 19.3 Million | Management | For | Did Not Vote |
| 19 | Approve Performance Share Plans for Key Employees; Approve Equity Plan Financing Through Issuance and Repurchase of Class C Shares; Approve Transfer of B Shares | Management | For | Did Not Vote |
| 20 | Approve Creation of Pool of Capital without Preemptive Rights | Management | For | Did Not Vote |
| 21 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | Did Not Vote |
| 22 | Other Business | Management | None | None |
| 23 | Close Meeting | Management | None | None |
| SHOP APOTHEKE EUROPE NV
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SAE
SECURITY ID: N7975Z103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 2.b | Discussion on Company's Corporate Governance Structure | Management | None | None |
| 2.c | Receive Report Regarding the Progress and Achievements of the Company's ESG Activities | Management | None | None |
| 3.a | Approve Remuneration Report | Management | For | For |
| 3.b | Receive Report of Auditors (Non-Voting) | Management | None | None |
| 3.c | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3.d | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3.e | Approve Allocation of Income | Management | For | For |
| 4.a | Approve Discharge of Management Board | Management | For | For |
| 4.b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Ratify Mazars Accountants N.V. as Auditors | Management | For | For |
| 6.a | Reelect Bjorn Soder to Supervisory Board | Management | For | For |
| 6.b | Reelect Frank Kohler to Supervisory Board | Management | For | For |
| 6.c | Reelect Jerome Cochet to Supervisory Board | Management | For | For |
| 7.a | Approve Discharge of Stefan Feltens as Member of the Management Board | Management | For | For |
| 7.b | Elect Olaf Heinrich to Management Board and CEO | Management | For | For |
| 7.c | Reelect Marc Fischer to Management Board | Management | For | For |
| 7.d | Reelect Stephan Weber to Management Board | Management | For | For |
| 7.e | Reelect Theresa Holler to Management Board | Management | For | For |
| 8 | Approve 2023 Stock Option Plan | Management | For | For |
| 9.a | Grant Management Board Authority to Issue Shares Up To 0.7 Percent of Issued Capital in Connection with the 2023 Stock Option Plan | Management | For | For |
| 9.b | Grant Board Authority to Issue Shares Up To 0.25 Percent of Issued Capital in Connection with the 2019 ESOP | Management | For | For |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 11 | Amend Articles Re: Change the Statutory Name of the Company | Management | For | For |
| 12 | Amend Remuneration Policy for Supervisory Board | Management | For | For |
| 13 | Allow Questions | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| SONOVA HOLDING AG
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: SOON
SECURITY ID: H8024W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 1.2 | Approve Remuneration Report (Non-Binding) | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends of CHF 4.60 per Share | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4 | Amend Articles Re: Composition of Compensation Committee | Management | For | Did Not Vote |
| 5.1.1 | Reelect Robert Spoerry as Director and Board Chair | Management | For | Did Not Vote |
| 5.1.2 | Reelect Stacy Seng as Director | Management | For | Did Not Vote |
| 5.1.3 | Reelect Gregory Behar as Director | Management | For | Did Not Vote |
| 5.1.4 | Reelect Lynn Bleil as Director | Management | For | Did Not Vote |
| 5.1.5 | Reelect Lukas Braunschweiler as Director | Management | For | Did Not Vote |
| 5.1.6 | Reelect Roland Diggelmann as Director | Management | For | Did Not Vote |
| 5.1.7 | Reelect Julie Tay as Director | Management | For | Did Not Vote |
| 5.1.8 | Reelect Ronald van der Vis as Director | Management | For | Did Not Vote |
| 5.1.9 | Reelect Adrian Widmer as Director | Management | For | Did Not Vote |
| 5.2.1 | Reappoint Stacy Seng as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 5.2.2 | Reappoint Lukas Braunschweiler as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 5.2.3 | Reappoint Roland Diggelmann as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 5.3 | Appoint Julie Tay as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 5.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 5.5 | Designate Keller AG as Independent Proxy | Management | For | Did Not Vote |
| 6.1 | Approve Remuneration of Directors in the Amount of CHF 3.2 Million | Management | For | Did Not Vote |
| 6.2 | Approve Remuneration of Executive Committee in the Amount of CHF 16.5 Million | Management | For | Did Not Vote |
| 7 | Approve CHF 76,645.50 Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 8.1 | Amend Corporate Purpose | Management | For | Did Not Vote |
| 8.2 | Approve Creation of Capital Band within the Upper Limit of CHF 3.3 Million and the Lower Limit of CHF 2.7 Million with or without Exclusion of Preemptive Rights | Management | For | Did Not Vote |
| 8.3 | Amend Articles Re: Board of Directors; Compensation; External Mandates for Members of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 8.4 | Amend Articles of Association | Management | For | Did Not Vote |
| 8.5 | Approve Virtual-Only or Hybrid Shareholder Meetings | Management | For | Did Not Vote |
| 9 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| THE CIGNA GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CI
SECURITY ID: 125523100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| ZEALAND PHARMA A/S
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: ZEAL
SECURITY ID: K9898X127
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 3 | Approve Treatment of Net Loss | Management | For | Did Not Vote |
| 4.1 | Reelect Alf Gunnar Martin Nicklasson as Director | Management | For | Did Not Vote |
| 4.2 | Reelect Kirsten Aarup Drejer as Director | Management | For | Did Not Vote |
| 4.3 | Reelect Alain Munoz as Director | Management | For | Did Not Vote |
| 4.4 | Reelect Jeffrey Berkowitz as Director | Management | For | Did Not Vote |
| 4.5 | Reelect Michael Owen as Director | Management | For | Did Not Vote |
| 4.6 | Reelect Leonard Kruimer as Director | Management | For | Did Not Vote |
| 4.7 | Reelect Bernadette Connaughton as Director | Management | For | Did Not Vote |
| 5 | Ratify Ernst & Young as Auditor | Management | For | Did Not Vote |
| 6 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 7 | Amend Guidelines for Incentive-Based Compensation for Executive Management and Board | Management | For | Did Not Vote |
| 8 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 9 | Approve Remuneration of Directors in the Amount of DKK 100,000 for Each Director, and 5,000 RSU for Chair, 1,000 RSU for Vice Chair and 1,500 RSU for Other Directors; Approve Remuneration for Committee Work in RSUs | Management | For | Did Not Vote |
| 10 | Approve Creation of DKK 10.34 Million Pool of Capital without Preemptive Rights | Management | For | Did Not Vote |
| 11 | Approve Issuance of Warrants without Preemptive Rights up to Aggregate Nominal Amount of DKK 925,772 | Management | For | Did Not Vote |
| 12 | Other Business (non-voting) | Management | None | None |
| ZUR ROSE GROUP AG
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ROSE
SECURITY ID: H9875C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Treatment of Net Loss | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1 | Amend Articles Re: Electronic Exercise of Financial Instruments | Management | For | Did Not Vote |
| 4.2 | Amend Articles Re: General Meetings (Incl. Approval of Hybrid Shareholder Meetings) | Management | For | Did Not Vote |
| 4.3 | Approve Virtual-Only Shareholder Meetings | Management | For | Did Not Vote |
| 4.4 | Amend Articles Re: Board of Directors; Compensation; External Mandates for Members of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 4.5 | Amend Articles Re: Publication and Notices to Shareholders | Management | For | Did Not Vote |
| 5.1 | Approve Creation of Capital Band within the Upper Limit of CHF 485.7 Million and the Lower Limit of CHF 384.5 Million with or without Exclusion of Preemptive Rights | Management | For | Did Not Vote |
| 5.2 | Approve CHF 20.2 Million Reduction in the Capital Band Lower Limit, if Item 5.1 is Approved | Management | For | Did Not Vote |
| 5.3 | Approve Extension of Capital Band until Sep. 30, 2027, if Item 5.1 is Approved | Management | For | Did Not Vote |
| 6 | Approve Creation of CHF 12 Million Pool of Conditional Capital for Employee Equity Participation | Management | For | Did Not Vote |
| 7 | Approve Creation of CHF 118.1 Million Pool of Conditional Capital for Financings, Mergers and Acquisitions | Management | For | Did Not Vote |
| 8.1 | Amend Articles Re: Exclusion of Preemptive Rights up to Ten Percent | Management | For | Did Not Vote |
| 8.2 | Amend Articles Re: Extend the Provision on Exclusion of Preemptive Rights until Sep. 30, 2027, if Item 8.1 is Approved | Management | For | Did Not Vote |
| 9 | Amend Articles Re: Long-Term Incentive Plan | Management | For | Did Not Vote |
| 10 | Change Company Name to DocMorris AG; Change Location of Registered Office/Headquarters to Frauenfeld, Switzerland | Management | For | Did Not Vote |
| 11.1 | Reelect Walter Oberhaensli as Director and Board Chair | Management | For | Did Not Vote |
| 11.2 | Reelect Andrea Belliger as Director | Management | For | Did Not Vote |
| 11.3 | Reelect Stefan Feuerstein as Director | Management | For | Did Not Vote |
| 11.4 | Reelect Rongrong Hu as Director | Management | For | Did Not Vote |
| 11.5 | Reelect Christian Mielsch as Director | Management | For | Did Not Vote |
| 11.6 | Reelect Florian Seubert as Director | Management | For | Did Not Vote |
| 12.1 | Reappoint Rongrong Hu as Member of the Compensation and Nomination Committee | Management | For | Did Not Vote |
| 12.2 | Reappoint Walter Oberhaensli as Member of the Compensation and Nomination Committee | Management | For | Did Not Vote |
| 12.3 | Reappoint Florian Seubert as Member of the Compensation and Nomination Committee | Management | For | Did Not Vote |
| 13 | Designate Buis Buergi AG as Independent Proxy | Management | For | Did Not Vote |
| 14 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 15.1 | Approve Remuneration Report | Management | For | Did Not Vote |
| 15.2 | Approve Fixed Remuneration of Directors in the Amount of CHF 1.3 Million for Fiscal Year 2024 | Management | For | Did Not Vote |
| 15.3 | Approve Short-Term and Long-Term Variable Remuneration of Executive Committee in the Amount of CHF 3.2 Million for Fiscal Year 2022 | Management | For | Did Not Vote |
| 15.4 | Approve Long-Term Variable Remuneration of Executive Committee in the Amount of CHF 1.6 Million for Fiscal Year 2023 | Management | For | Did Not Vote |
| 15.5 | Approve Long-Term Variable Remuneration of Executive Committee in the Amount of CHF 1.6 Million for Fiscal Year 2024 | Management | For | Did Not Vote |
| 15.6 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 3.5 Million for Fiscal Year 2024 | Management | For | Did Not Vote |
| 16 | Transact Other Business (Voting) | Management | For | Did Not Vote |
VOTE SUMMARY REPORT
FIDELITY DISRUPTIVE AUTOMATION ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
VOTE SUMMARY REPORT
FIDELITY DISRUPTIVE COMMUNICATIONS ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
VOTE SUMMARY REPORT
FIDELITY DISRUPTIVE FINANCE ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
VOTE SUMMARY REPORT
FIDELITY DISRUPTIVE MEDICINE ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
VOTE SUMMARY REPORT
FIDELITY DISRUPTIVE TECHNOLOGY ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
VOTE SUMMARY REPORT
FIDELITY DISRUPTORS ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
VOTE SUMMARY REPORT
FIDELITY DIVIDEND ETF FOR RISING RATES - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 3M COMPANY
MEETING DATE: MAY 09, 2023 |
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|
TICKER: MMM
SECURITY ID: 88579Y101
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1b | Elect Director Anne H. Chow | Management | For | For |
| 1c | Elect Director David B. Dillon | Management | For | For |
| 1d | Elect Director Michael L. Eskew | Management | For | For |
| 1e | Elect Director James R. Fitterling | Management | For | For |
| 1f | Elect Director Amy E. Hood | Management | For | For |
| 1g | Elect Director Suzan Kereere | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Pedro J. Pizarro | Management | For | For |
| 1j | Elect Director Michael F. Roman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ABBVIE INC.
MEETING DATE: MAY 05, 2023 |
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|
TICKER: ABBV
SECURITY ID: 00287Y109
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
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|
TICKER: ATVI
SECURITY ID: 00507V109
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| AIR PRODUCTS AND CHEMICALS, INC.
MEETING DATE: JAN 26, 2023 |
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|
TICKER: APD
SECURITY ID: 009158106
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tonit M. Calaway | Management | For | For |
| 1b | Elect Director Charles I. Cogut | Management | For | For |
| 1c | Elect Director Lisa A. Davis | Management | For | For |
| 1d | Elect Director Seifollah (Seifi) Ghasemi | Management | For | For |
| 1e | Elect Director David H. Y. Ho | Management | For | For |
| 1f | Elect Director Edward L. Monser | Management | For | For |
| 1g | Elect Director Matthew H. Paull | Management | For | For |
| 1h | Elect Director Wayne T. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ALTRIA GROUP, INC.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: MO
SECURITY ID: 02209S103
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| AMERICAN ELECTRIC POWER COMPANY, INC.
MEETING DATE: APR 25, 2023 |
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|
TICKER: AEP
SECURITY ID: 025537101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas K. Akins | Management | For | For |
| 1.2 | Elect Director J. Barnie Beasley, Jr. | Management | For | For |
| 1.3 | Elect Director Ben Fowke | Management | For | For |
| 1.4 | Elect Director Art A. Garcia | Management | For | For |
| 1.5 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.6 | Elect Director Donna A. James | Management | For | For |
| 1.7 | Elect Director Sandra Beach Lin | Management | For | For |
| 1.8 | Elect Director Margaret M. McCarthy | Management | For | For |
| 1.9 | Elect Director Oliver G. 'Rick' Richard, III | Management | For | For |
| 1.10 | Elect Director Daryl Roberts | Management | For | For |
| 1.11 | Elect Director Julia A. Sloat | Management | For | For |
| 1.12 | Elect Director Sara Martinez Tucker | Management | For | For |
| 1.13 | Elect Director Lewis Von Thaer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Reduce Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN FINANCIAL GROUP, INC.
MEETING DATE: MAY 17, 2023 |
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|
TICKER: AFG
SECURITY ID: 025932104
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl H. Lindner, III | Management | For | For |
| 1.2 | Elect Director S. Craig Lindner | Management | For | For |
| 1.3 | Elect Director John B. Berding | Management | For | For |
| 1.4 | Elect Director James E. Evans | Management | For | For |
| 1.5 | Elect Director Terry S. Jacobs | Management | For | For |
| 1.6 | Elect Director Gregory G. Joseph | Management | For | For |
| 1.7 | Elect Director Mary Beth Martin | Management | For | For |
| 1.8 | Elect Director Amy Y. Murray | Management | For | For |
| 1.9 | Elect Director Evans N. Nwankwo | Management | For | For |
| 1.10 | Elect Director William W. Verity | Management | For | For |
| 1.11 | Elect Director John I. Von Lehman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN TOWER CORPORATION
MEETING DATE: MAY 24, 2023 |
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|
TICKER: AMT
SECURITY ID: 03027X100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMGEN INC.
MEETING DATE: MAY 19, 2023 |
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|
TICKER: AMGN
SECURITY ID: 031162100
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANNALY CAPITAL MANAGEMENT, INC.
MEETING DATE: MAY 17, 2023 |
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|
TICKER: NLY
SECURITY ID: 035710839
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francine J. Bovich | Management | For | For |
| 1b | Elect Director David L. Finkelstein | Management | For | For |
| 1c | Elect Director Thomas Hamilton | Management | For | For |
| 1d | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1e | Elect Director Michael Haylon | Management | For | For |
| 1f | Elect Director Martin Laguerre | Management | For | For |
| 1g | Elect Director Eric A. Reeves | Management | For | For |
| 1h | Elect Director John H. Schaefer | Management | For | For |
| 1i | Elect Director Glenn A. Votek | Management | For | For |
| 1j | Elect Director Vicki Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Reduce Authorized Common Stock | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
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|
TICKER: AAPL
SECURITY ID: 037833100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| AT&T INC.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: T
SECURITY ID: 00206R102
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BANK OF AMERICA CORPORATION
MEETING DATE: APR 25, 2023 |
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|
TICKER: BAC
SECURITY ID: 060505104
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BEST BUY CO., INC.
MEETING DATE: JUN 14, 2023 |
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|
TICKER: BBY
SECURITY ID: 086516101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director David W. Kenny | Management | For | For |
| 1e | Elect Director Mario J. Marte | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Claudia F. Munce | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Steven E. Rendle | Management | For | For |
| 1j | Elect Director Sima D. Sistani | Management | For | For |
| 1k | Elect Director Melinda D. Whittington | Management | For | For |
| 1l | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BHP GROUP LIMITED
MEETING DATE: NOV 10, 2022 |
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|
TICKER: BHP
SECURITY ID: Q1498M100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Elect Michelle Hinchliffe as Director | Management | For | For |
| 3 | Elect Catherine Tanna as Director | Management | For | For |
| 4 | Elect Terry Bowen as Director | Management | For | For |
| 5 | Elect Xiaoqun Clever as Director | Management | For | For |
| 6 | Elect Ian Cockerill as Director | Management | For | For |
| 7 | Elect Gary Goldberg as Director | Management | For | For |
| 8 | Elect Ken MacKenzie as Director | Management | For | For |
| 9 | Elect Christine O'Reilly as Director | Management | For | For |
| 10 | Elect Dion Weisler as Director | Management | For | For |
| 11 | Approve Remuneration Report | Management | For | For |
| 12 | Approve Grant of Awards to Mike Henry | Management | For | For |
| 13 | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 14 | Approve Policy Advocacy | Shareholder | Against | Against |
| 15 | Approve Climate Accounting and Audit | Shareholder | Against | Against |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
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|
TICKER: BMY
SECURITY ID: 110122108
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BROADCOM INC.
MEETING DATE: APR 03, 2023 |
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|
TICKER: AVGO
SECURITY ID: 11135F101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CABLE ONE, INC.
MEETING DATE: MAY 19, 2023 |
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|
TICKER: CABO
SECURITY ID: 12685J105
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brad D. Brian | Management | For | For |
| 1b | Elect Director Deborah J. Kissire | Management | For | For |
| 1c | Elect Director Julia M. Laulis | Management | For | For |
| 1d | Elect Director Mary E. Meduski | Management | For | For |
| 1e | Elect Director Thomas O. Might | Management | For | For |
| 1f | Elect Director Sherrese M. Smith | Management | For | For |
| 1g | Elect Director Wallace R. Weitz | Management | For | For |
| 1h | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CATERPILLAR INC.
MEETING DATE: JUN 14, 2023 |
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|
TICKER: CAT
SECURITY ID: 149123101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CHEVRON CORPORATION
MEETING DATE: MAY 31, 2023 |
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|
TICKER: CVX
SECURITY ID: 166764100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CISCO SYSTEMS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: CSCO
SECURITY ID: 17275R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| CITIGROUP INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: C
SECURITY ID: 172967424
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ellen M. Costello | Management | For | For |
| 1b | Elect Director Grace E. Dailey | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director John C. Dugan | Management | For | For |
| 1e | Elect Director Jane N. Fraser | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Renee J. James | Management | For | For |
| 1j | Elect Director Gary M. Reiner | Management | For | For |
| 1k | Elect Director Diana L. Taylor | Management | For | For |
| 1l | Elect Director James S. Turley | Management | For | For |
| 1m | Elect Director Casper W. von Koskull | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| CLEARWAY ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CWEN
SECURITY ID: 18539C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan Bram | Management | For | Withhold |
| 1.2 | Elect Director Nathaniel Anschuetz | Management | For | Withhold |
| 1.3 | Elect Director Emmanuel Barrois | Management | For | Withhold |
| 1.4 | Elect Director Brian R. Ford | Management | For | Withhold |
| 1.5 | Elect Director Guillaume Hediard | Management | For | Withhold |
| 1.6 | Elect Director Jennifer Lowry | Management | For | Withhold |
| 1.7 | Elect Director Bruce MacLennan | Management | For | Withhold |
| 1.8 | Elect Director Daniel B. More | Management | For | Withhold |
| 1.9 | Elect Director E. Stanley O'Neal | Management | For | For |
| 1.10 | Elect Director Christopher S. Sotos | Management | For | Withhold |
| 1.11 | Elect Director Vincent Stoquart | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CMCSA
SECURITY ID: 20030N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CORNING INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: GLW
SECURITY ID: 219350105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald W. Blair | Management | For | For |
| 1b | Elect Director Leslie A. Brun | Management | For | For |
| 1c | Elect Director Stephanie A. Burns | Management | For | For |
| 1d | Elect Director Richard T. Clark | Management | For | For |
| 1e | Elect Director Pamela J. Craig | Management | For | For |
| 1f | Elect Director Robert F. Cummings, Jr. | Management | For | For |
| 1g | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1h | Elect Director Deborah A. Henretta | Management | For | For |
| 1i | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1j | Elect Director Kurt M. Landgraf | Management | For | For |
| 1k | Elect Director Kevin J. Martin | Management | For | For |
| 1l | Elect Director Deborah D. Rieman | Management | For | For |
| 1m | Elect Director Hansel E. Tookes, II | Management | For | For |
| 1n | Elect Director Wendell P. Weeks | Management | For | For |
| 1o | Elect Director Mark S. Wrighton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COSTCO WHOLESALE CORPORATION
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: COST
SECURITY ID: 22160K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| COTERRA ENERGY INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CTRA
SECURITY ID: 127097103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | For |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| CROWN CASTLE INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CCI
SECURITY ID: 22822V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| DEVON ENERGY CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: DVN
SECURITY ID: 25179M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director Gennifer F. Kelly | Management | For | For |
| 1.5 | Elect Director Kelt Kindick | Management | For | For |
| 1.6 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Director Karl F. Kurz | Management | For | For |
| 1.8 | Elect Director Michael N. Mears | Management | For | For |
| 1.9 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.10 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.11 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers | Management | For | For |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| DOMINION ENERGY, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: D
SECURITY ID: 25746U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director James A. Bennett | Management | For | For |
| 1B | Elect Director Robert M. Blue | Management | For | For |
| 1C | Elect Director D. Maybank Hagood | Management | For | For |
| 1D | Elect Director Ronald W. Jibson | Management | For | For |
| 1E | Elect Director Mark J. Kington | Management | For | For |
| 1F | Elect Director Kristin G. Lovejoy | Management | For | For |
| 1G | Elect Director Joseph M. Rigby | Management | For | For |
| 1H | Elect Director Pamela J. Royal | Management | For | For |
| 1I | Elect Director Robert H. Spilman, Jr. | Management | For | For |
| 1J | Elect Director Susan N. Story | Management | For | For |
| 1K | Elect Director Michael E. Szymanczyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Amend Advance Notice Provisions for Director Nominations | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| DOW INC.
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: DOW
SECURITY ID: 260557103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Gaurdie E. Banister, Jr. | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Richard K. Davis | Management | For | For |
| 1e | Elect Director Jerri DeVard | Management | For | For |
| 1f | Elect Director Debra L. Dial | Management | For | For |
| 1g | Elect Director Jeff M. Fettig | Management | For | For |
| 1h | Elect Director Jim Fitterling | Management | For | For |
| 1i | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1j | Elect Director Luis Alberto Moreno | Management | For | For |
| 1k | Elect Director Jill S. Wyant | Management | For | For |
| 1l | Elect Director Daniel W. Yohannes | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| DUKE ENERGY CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: DUK
SECURITY ID: 26441C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Derrick Burks | Management | For | For |
| 1b | Elect Director Annette K. Clayton | Management | For | For |
| 1c | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Caroline Dorsa | Management | For | For |
| 1f | Elect Director W. Roy Dunbar | Management | For | For |
| 1g | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1h | Elect Director Lynn J. Good | Management | For | For |
| 1i | Elect Director John T. Herron | Management | For | For |
| 1j | Elect Director Idalene F. Kesner | Management | For | For |
| 1k | Elect Director E. Marie McKee | Management | For | For |
| 1l | Elect Director Michael J. Pacilio | Management | For | For |
| 1m | Elect Director Thomas E. Skains | Management | For | For |
| 1n | Elect Director William E. Webster, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| 7 | Create a Committee to Evaluate Decarbonization Risk | Shareholder | Against | Against |
| EDISON INTERNATIONAL
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: EIX
SECURITY ID: 281020107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ELECTRONIC ARTS INC.
MEETING DATE: AUG 11, 2022 |
||||
|
TICKER: EA
SECURITY ID: 285512109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kofi A. Bruce | Management | For | For |
| 1b | Elect Director Rachel A. Gonzalez | Management | For | For |
| 1c | Elect Director Jeffrey T. Huber | Management | For | For |
| 1d | Elect Director Talbott Roche | Management | For | For |
| 1e | Elect Director Richard A. Simonson | Management | For | For |
| 1f | Elect Director Luis A. Ubinas | Management | For | For |
| 1g | Elect Director Heidi J. Ueberroth | Management | For | For |
| 1h | Elect Director Andrew Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meetings to 15% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| EMERSON ELECTRIC CO.
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: EMR
SECURITY ID: 291011104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin S. Craighead | Management | For | For |
| 1b | Elect Director Gloria A. Flach | Management | For | For |
| 1c | Elect Director Matthew S. Levatich | 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 |
| EOG RESOURCES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EOG
SECURITY ID: 26875P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Abstain |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FORD MOTOR COMPANY
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: F
SECURITY ID: 345370860
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly A. Casiano | Management | For | For |
| 1b | Elect Director Alexandra Ford English | Management | For | For |
| 1c | Elect Director James D. Farley, Jr. | Management | For | For |
| 1d | Elect Director Henry Ford, III | Management | For | For |
| 1e | Elect Director William Clay Ford, Jr. | Management | For | Against |
| 1f | Elect Director William W. Helman, IV | Management | For | For |
| 1g | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1h | Elect Director William E. Kennard | Management | For | Against |
| 1i | Elect Director John C. May | Management | For | For |
| 1j | Elect Director Beth E. Mooney | Management | For | For |
| 1k | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1l | Elect Director John L. Thornton | Management | For | For |
| 1m | Elect Director John B. Veihmeyer | Management | For | For |
| 1n | Elect Director John S. Weinberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 7 | Report on Reliance on Child Labor in Supply Chain | Shareholder | Against | Against |
| 8 | Report on Animal Testing Practices | Shareholder | Against | Against |
| FORTESCUE METALS GROUP LTD.
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: FMG
SECURITY ID: Q39360104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Report | Management | For | For |
| 2 | Elect Elizabeth Gaines as Director | Management | For | For |
| 3 | Elect Li Yifei as Director | Management | For | For |
| 4 | Approve Increase of Non-Executive Director Fee Pool | Management | None | For |
| 5 | Adopt New Constitution | Management | For | For |
| GSK PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GSK
SECURITY ID: GB00BN7SWP63
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Julie Brown as Director | Management | For | For |
| 4 | Elect Vishal Sikka as Director | Management | For | For |
| 5 | Elect Elizabeth McKee Anderson as Director | Management | For | For |
| 6 | Re-elect Sir Jonathan Symonds as Director | Management | For | For |
| 7 | Re-elect Dame Emma Walmsley as Director | Management | For | For |
| 8 | Re-elect Charles Bancroft as Director | Management | For | For |
| 9 | Re-elect Hal Barron as Director | Management | For | For |
| 10 | Re-elect Anne Beal as Director | Management | For | For |
| 11 | Re-elect Harry Dietz as Director | Management | For | For |
| 12 | Re-elect Jesse Goodman as Director | Management | For | For |
| 13 | Re-elect Urs Rohner as Director | Management | For | For |
| 14 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Approve Amendments to the Remuneration Policy | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| HEALTHCARE REALTY TRUST, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: HR
SECURITY ID: 42226K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd J. Meredith | Management | For | For |
| 1.2 | Elect Director John V. Abbott | Management | For | For |
| 1.3 | Elect Director Nancy H. Agee | Management | For | For |
| 1.4 | Elect Director W. Bradley Blair, II | Management | For | For |
| 1.5 | Elect Director Vicki U. Booth | Management | For | For |
| 1.6 | Elect Director Edward H. Braman | Management | For | For |
| 1.7 | Elect Director Ajay Gupta | Management | For | For |
| 1.8 | Elect Director James J. Kilroy | Management | For | For |
| 1.9 | Elect Director Jay P. Leupp | Management | For | For |
| 1.10 | Elect Director Peter F. Lyle, Sr. | Management | For | For |
| 1.11 | Elect Director Constance B. Moore | Management | For | For |
| 1.12 | Elect Director John Knox Singleton | Management | For | For |
| 1.13 | Elect Director Christann M. Vasquez | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HONEYWELL INTERNATIONAL INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: HON
SECURITY ID: 438516106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Environmental Justice Report | Shareholder | Against | Against |
| HP INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: HPQ
SECURITY ID: 40434L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| IMPERIAL BRANDS PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: IMB
SECURITY ID: G4720C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Stefan Bomhard as Director | Management | For | For |
| 5 | Re-elect Susan Clark as Director | Management | For | For |
| 6 | Re-elect Ngozi Edozien as Director | Management | For | For |
| 7 | Re-elect Therese Esperdy as Director | Management | For | For |
| 8 | Re-elect Alan Johnson as Director | Management | For | For |
| 9 | Re-elect Robert Kunze-Concewitz as Director | Management | For | For |
| 10 | Re-elect Lukas Paravicini as Director | Management | For | For |
| 11 | Re-elect Diane de Saint Victor as Director | Management | For | For |
| 12 | Re-elect Jonathan Stanton as Director | Management | For | For |
| 13 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve Share Matching Scheme | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ING GROEP NV
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: INGA
SECURITY ID: N4578E595
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2A | Receive Report of Executive Board (Non-Voting) | Management | None | None |
| 2B | Receive Report of Supervisory Board (Non-Voting) | Management | None | None |
| 2C | Approve Remuneration Report | Management | For | For |
| 2D | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3A | Receive Explanation on Dividend and Distribution Policy | Management | None | None |
| 3B | Approve Dividends | Management | For | For |
| 4A | Approve Discharge of Executive Board | Management | For | For |
| 4B | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Ratify KPMG Accountants N.V. (KPMG) as Auditors | Management | For | For |
| 6 | Reelect Tanate Phutrakul to Executive Board | Management | For | For |
| 7A | Elect Alexandra Reich to Supervisory Board | Management | For | For |
| 7B | Elect Karl Guha to Supervisory Board | Management | For | For |
| 7C | Reelect Herna Verhagen to Supervisory Board | Management | For | For |
| 7D | Reelect Mike Rees to Supervisory Board | Management | For | For |
| 8A | Grant Board Authority to Issue Shares Up to 40 Percent of Issued Capital | Management | For | For |
| 8B | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Approve Cancellation of Repurchased Shares Pursuant to the Authority Under Item 9 | Management | For | For |
| INTEL CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: INTC
SECURITY ID: 458140100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 1c | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1d | Elect Director Alyssa H. Henry | Management | For | For |
| 1e | Elect Director Omar Ishrak | Management | For | For |
| 1f | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1h | Elect Director Barbara G. Novick | Management | For | For |
| 1i | Elect Director Gregory D. Smith | Management | For | For |
| 1j | Elect Director Lip-Bu Tan | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 7 | Publish Third Party Review of Intel's China Business ESG Congruence | Shareholder | Against | Against |
| INTERNATIONAL BUSINESS MACHINES CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: IBM
SECURITY ID: 459200101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | Against |
| INTERNATIONAL PAPER COMPANY
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: IP
SECURITY ID: 460146103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher M. Connor | Management | For | For |
| 1b | Elect Director Ahmet C. Dorduncu | Management | For | For |
| 1c | Elect Director Ilene S. Gordon | Management | For | For |
| 1d | Elect Director Anders Gustafsson | Management | For | For |
| 1e | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1f | Elect Director Clinton A. Lewis, Jr. | Management | For | For |
| 1g | Elect Director Donald G. (DG) Macpherson | Management | For | For |
| 1h | Elect Director Kathryn D. Sullivan | Management | For | For |
| 1i | Elect Director Mark S. Sutton | Management | For | For |
| 1j | Elect Director Anton V. Vincent | Management | For | For |
| 1k | Elect Director Ray G. Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| INTESA SANPAOLO SPA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: ISP
SECURITY ID: T55067101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1b | Approve Allocation of Income | Management | For | For |
| 2a | Approve Remuneration Policy | Management | For | For |
| 2b | Approve Second Section of the Remuneration Report | Management | For | For |
| 2c | Approve Annual Incentive Plan | Management | For | For |
| 3a | Authorize Share Repurchase Program and Reissuance of Repurchased Shares to Service Incentive Plans | Management | For | For |
| 3b | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| JARDINE MATHESON HOLDINGS LTD.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: JARB
SECURITY ID: G50736100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Re-elect David Hsu as Director | Management | For | Against |
| 4 | Re-elect Adam Keswick as Director | Management | For | Abstain |
| 5 | Re-elect Anthony Nightingale as Director | Management | For | Against |
| 6 | Appoint PricewaterhouseCoopers, Hong Kong as Auditors and Authorise Their Remuneration | Management | For | For |
| 7 | Authorise Issue of Equity | Management | For | For |
| JOHNSON & JOHNSON
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JNJ
SECURITY ID: 478160104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Abstain |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JPMORGAN CHASE & CO.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JPM
SECURITY ID: 46625H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KBC GROUP SA/NV
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: KBC
SECURITY ID: B5337G162
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Directors' Reports (Non-Voting) | Management | None | None |
| 2 | Receive Auditors' Reports (Non-Voting) | Management | None | None |
| 3 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| 4 | Approve Financial Statements, Allocation of Income, and Dividends of EUR 4 per Share | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Approve Discharge of Directors | Management | For | For |
| 7 | Approve Discharge of Auditors | Management | For | For |
| 8 | Approve Auditors' Remuneration | Management | For | For |
| 9.1 | Reelect Koenraad Debackere as Independent Director | Management | For | For |
| 9.2 | Reelect Alain Bostoen as Director | Management | For | Against |
| 9.3 | Reelect Franky Depickere as Director | Management | For | Against |
| 9.4 | Reelect Frank Donck as Director | Management | For | Against |
| 9.5 | Elect Marc De Ceuster as Director | Management | For | Against |
| 9.6 | Elect Raf Sels as Director | Management | For | Against |
| 10 | Transact Other Business | Management | None | None |
| KBC GROUP SA/NV
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: KBC
SECURITY ID: B5337G162
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Special Board Report Re: Article 7:199 of the Belgian Companies and Associations Code | Management | None | None |
| 2.1 | Authorization to Increase Share Capital within the Framework of Authorized Capital Without Preemptive Rights | Management | For | For |
| 2.2 | Approve Issuance of Shares with Preemptive Rights | Management | For | For |
| 3 | Amend Article 7 Re: Insert Transitional Provision | Management | For | For |
| 4 | Amend Article 8 Re: Allocation of Share Premiums | Management | For | For |
| 5 | Authorize Cancellation of Treasury Shares | Management | For | For |
| 6 | Amend Article 17 Re: Signing of Reports Recording the Decisions of the Board of Directors | Management | For | For |
| 7 | Amend Article 20 Re: Powers of the Executive Committee | Management | For | For |
| 8 | Amend Article 23 Re: Deletion of Transitional Provision | Management | For | For |
| 9 | Approve Coordination of the Articles of Association and Authorize Filing of Required Documents/Formalities at Trade Registry | Management | For | For |
| 10 | Authorize Implementation of Approved Resolutions | Management | For | For |
| 11 | Authorize Filing of Required Documents/Formalities at Trade Registry | Management | For | For |
| KOHL'S CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: KSS
SECURITY ID: 500255104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Bender | Management | For | For |
| 1.2 | Elect Director Peter Boneparth | Management | For | For |
| 1.3 | Elect Director Yael Cosset | Management | For | For |
| 1.4 | Elect Director Christine Day | Management | For | For |
| 1.5 | Elect Director H. Charles Floyd | Management | For | For |
| 1.6 | Elect Director Margaret L. Jenkins | Management | For | For |
| 1.7 | Elect Director Thomas A. Kingsbury | Management | For | For |
| 1.8 | Elect Director Robbin Mitchell | Management | For | For |
| 1.9 | Elect Director Jonas Prising | Management | For | For |
| 1.10 | Elect Director John E. Schlifske | Management | For | For |
| 1.11 | Elect Director Adrianne Shapira | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LINDE PLC
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
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|
TICKER: LIN
SECURITY ID: G5494J111
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOWE'S COMPANIES, INC.
MEETING DATE: MAY 26, 2023 |
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|
TICKER: LOW
SECURITY ID: 548661107
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| LUMEN TECHNOLOGIES, INC.
MEETING DATE: MAY 17, 2023 |
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|
TICKER: LUMN
SECURITY ID: 550241103
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Quincy L. Allen | Management | For | For |
| 1b | Elect Director Martha Helena Bejar | Management | For | For |
| 1c | Elect Director Peter C. Brown | Management | For | For |
| 1d | Elect Director Kevin P. Chilton | Management | For | For |
| 1e | Elect Director Steven T. "Terry" Clontz | Management | For | For |
| 1f | Elect Director T. Michael Glenn | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | For |
| 1h | Elect Director Hal Stanley Jones | Management | For | For |
| 1i | Elect Director Michael J. Roberts | Management | For | For |
| 1j | Elect Director Laurie A. Siegel | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LYONDELLBASELL INDUSTRIES N.V.
MEETING DATE: MAY 19, 2023 |
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|
TICKER: LYB
SECURITY ID: N53745100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacques Aigrain | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | For |
| 1c | Elect Director Robin Buchanan | Management | For | For |
| 1d | Elect Director Anthony (Tony) Chase | Management | For | For |
| 1e | Elect Director Robert (Bob) Dudley | Management | For | For |
| 1f | Elect Director Claire Farley | Management | For | For |
| 1g | Elect Director Rita Griffin | Management | For | For |
| 1h | Elect Director Michael Hanley | Management | For | For |
| 1i | Elect Director Virginia Kamsky | Management | For | For |
| 1j | Elect Director Albert Manifold | Management | For | For |
| 1k | Elect Director Peter Vanacker | Management | For | For |
| 2 | Approve Discharge of Directors | Management | For | For |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Shares | Management | For | For |
| MCDONALD'S CORPORATION
MEETING DATE: MAY 25, 2023 |
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|
TICKER: MCD
SECURITY ID: 580135101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MEDICAL PROPERTIES TRUST, INC.
MEETING DATE: MAY 25, 2023 |
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|
TICKER: MPW
SECURITY ID: 58463J304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward K. Aldag, Jr. | Management | For | For |
| 1.2 | Elect Director G. Steven Dawson | Management | For | For |
| 1.3 | Elect Director R. Steven Hamner | Management | For | For |
| 1.4 | Elect Director Caterina A. Mozingo | Management | For | For |
| 1.5 | Elect Director Emily W. Murphy | Management | For | For |
| 1.6 | Elect Director Elizabeth N. Pitman | Management | For | For |
| 1.7 | Elect Director D. Paul Sparks, Jr. | Management | For | For |
| 1.8 | Elect Director Michael G. Stewart | Management | For | For |
| 1.9 | Elect Director C. Reynolds Thompson, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MEDTRONIC PLC
MEETING DATE: DEC 08, 2022 |
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|
TICKER: MDT
SECURITY ID: G5960L103
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Lidia L. Fonseca | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Randall J. Hogan, III | Management | For | For |
| 1g | Elect Director Kevin E. Lofton | Management | For | For |
| 1h | Elect Director Geoffrey S. Martha | Management | For | For |
| 1i | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1j | Elect Director Denise M. O'Leary | Management | For | For |
| 1k | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Overseas Market Purchases of Ordinary Shares | Management | For | For |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
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|
TICKER: MRK
SECURITY ID: 58933Y105
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
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|
TICKER: MSFT
SECURITY ID: 594918104
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MITSUI O.S.K. LINES, LTD.
MEETING DATE: JUN 20, 2023 |
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|
TICKER: 9104
SECURITY ID: J45013133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 260 | Management | For | For |
| 2.1 | Elect Director Ikeda, Junichiro | Management | For | For |
| 2.2 | Elect Director Hashimoto, Takeshi | Management | For | For |
| 2.3 | Elect Director Tanaka, Toshiaki | Management | For | For |
| 2.4 | Elect Director Moro, Junko | Management | For | For |
| 2.5 | Elect Director Umemura, Hisashi | Management | For | For |
| 2.6 | Elect Director Fujii, Hideto | Management | For | For |
| 2.7 | Elect Director Katsu, Etsuko | Management | For | For |
| 2.8 | Elect Director Onishi, Masaru | Management | For | For |
| 2.9 | Elect Director Koshiba, Mitsunobu | Management | For | For |
| 3.1 | Appoint Statutory Auditor Hinoka, Yutaka | Management | For | For |
| 3.2 | Appoint Statutory Auditor Takeda, Fumiko | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Toda, Atsuji | Management | For | For |
| NEWELL BRANDS INC.
MEETING DATE: MAY 16, 2023 |
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|
TICKER: NWL
SECURITY ID: 651229106
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bridget Ryan Berman | Management | For | For |
| 1b | Elect Director Patrick D. Campbell | Management | For | For |
| 1c | Elect Director Gary Hu | Management | For | For |
| 1d | Elect Director Jay L. Johnson | Management | For | For |
| 1e | Elect Director Gerardo I. Lopez | Management | For | For |
| 1f | Elect Director Courtney R. Mather | Management | For | For |
| 1g | Elect Director Christopher H. Peterson | Management | For | For |
| 1h | Elect Director Judith A. Sprieser | Management | For | For |
| 1i | Elect Director Stephanie P. Stahl | Management | For | For |
| 1j | Elect Director Robert A. Steele | Management | For | For |
| 1k | Elect Director David P. Willetts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Act by Written Consent | Shareholder | Against | Against |
| NEWMONT CORPORATION
MEETING DATE: APR 26, 2023 |
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|
TICKER: NEM
SECURITY ID: 651639106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick G. Awuah, Jr. | Management | For | For |
| 1.2 | Elect Director Gregory H. Boyce | Management | For | For |
| 1.3 | Elect Director Bruce R. Brook | Management | For | For |
| 1.4 | Elect Director Maura Clark | Management | For | For |
| 1.5 | Elect Director Emma FitzGerald | Management | For | For |
| 1.6 | Elect Director Mary A. Laschinger | Management | For | For |
| 1.7 | Elect Director Jose Manuel Madero | Management | For | For |
| 1.8 | Elect Director Rene Medori | Management | For | For |
| 1.9 | Elect Director Jane Nelson | Management | For | For |
| 1.10 | Elect Director Thomas Palmer | Management | For | For |
| 1.11 | Elect Director Julio M. Quintana | Management | For | For |
| 1.12 | Elect Director Susan N. Story | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NEXSTAR MEDIA GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NXST
SECURITY ID: 65336K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | For |
| NEXTERA ENERGY, INC.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: NEE
SECURITY ID: 65339F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| NIKE, INC.
MEETING DATE: SEP 09, 2022 |
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|
TICKER: NKE
SECURITY ID: 654106103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NIPPON YUSEN KK
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 9101
SECURITY ID: J56515232
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 170 | Management | For | For |
| 2 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors | Management | For | For |
| 3.1 | Elect Director Nagasawa, Hitoshi | Management | For | For |
| 3.2 | Elect Director Soga, Takaya | Management | For | For |
| 3.3 | Elect Director Higurashi, Yutaka | Management | For | For |
| 3.4 | Elect Director Kono, Akira | Management | For | For |
| 3.5 | Elect Director Kuniya, Hiroko | Management | For | For |
| 3.6 | Elect Director Tanabe, Eiichi | Management | For | For |
| 3.7 | Elect Director Kanehara, Nobukatsu | Management | For | For |
| 4.1 | Elect Director and Audit Committee Member Takahashi, Eiichi | Management | For | For |
| 4.2 | Elect Director and Audit Committee Member Kosugi, Keiko | Management | For | For |
| 4.3 | Elect Director and Audit Committee Member Nakaso, Hiroshi | Management | For | For |
| 4.4 | Elect Director and Audit Committee Member Kuwabara, Satoko | Management | For | For |
| 4.5 | Elect Director and Audit Committee Member Yamada, Tatsumi | Management | For | For |
| 5 | Elect Alternate Director and Audit Committee Member Tanabe, Eiichi | Management | For | Against |
| 6 | Approve Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 7 | Approve Compensation Ceiling for Directors Who Are Audit Committee Members | Management | For | For |
| 8 | Approve Performance-Based Cash Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 9 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| NRG ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NRG
SECURITY ID: 629377508
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director E. Spencer Abraham | Management | For | For |
| 1b | Elect Director Antonio Carrillo | Management | For | For |
| 1c | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1d | Elect Director Lawrence S. Coben | Management | For | For |
| 1e | Elect Director Heather Cox | Management | For | For |
| 1f | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1g | Elect Director Mauricio Gutierrez | Management | For | For |
| 1h | Elect Director Paul W. Hobby | Management | For | For |
| 1i | Elect Director Alexandra Pruner | Management | For | For |
| 1j | Elect Director Anne C. Schaumburg | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| OLD REPUBLIC INTERNATIONAL CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ORI
SECURITY ID: 680223104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara A. Adachi | Management | For | For |
| 1.2 | Elect Director Charles J. Kovaleski | Management | For | For |
| 1.3 | Elect Director Craig R. Smiddy | Management | For | For |
| 1.4 | Elect Director Fredricka Taubitz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OMEGA HEALTHCARE INVESTORS, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: OHI
SECURITY ID: 681936100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kapila K. Anand | Management | For | For |
| 1b | Elect Director Craig R. Callen | Management | For | For |
| 1c | Elect Director Lisa C. Egbuonu-Davis | Management | For | For |
| 1d | Elect Director Barbara B. Hill | Management | For | For |
| 1e | Elect Director Kevin J. Jacobs | Management | For | For |
| 1f | Elect Director C. Taylor Pickett | Management | For | For |
| 1g | Elect Director Stephen D. Plavin | Management | For | For |
| 1h | Elect Director Burke W. Whitman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| OMNICOMGROUP INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: OMC
SECURITY ID: 681919106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Wren | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1.4 | Elect Director Mark D. Gerstein | Management | For | For |
| 1.5 | Elect Director Ronnie S. Hawkins | Management | For | For |
| 1.6 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.7 | Elect Director Gracia C. Martore | Management | For | For |
| 1.8 | Elect Director Patricia Salas Pineda | Management | For | For |
| 1.9 | Elect Director Linda Johnson Rice | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ORACLE CORPORATION
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: ORCL
SECURITY ID: 68389X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Awo Ablo | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.3 | Elect Director Michael J. Boskin | Management | For | For |
| 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 | Withhold |
| 1.7 | Elect Director Lawrence J. Ellison | Management | For | Withhold |
| 1.8 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Director Renee J. James | Management | For | For |
| 1.11 | Elect Director Charles W. Moorman | Management | For | Withhold |
| 1.12 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.13 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.14 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.15 | Elect Director Vishal Sikka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PACKAGING CORPORATION OF AMERICA
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PKG
SECURITY ID: 695156109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cheryl K. Beebe | Management | For | For |
| 1.2 | Elect Director Duane C. Farrington | Management | For | For |
| 1.3 | Elect Director Donna A. Harman | Management | For | For |
| 1.4 | Elect Director Mark W. Kowlzan | Management | For | For |
| 1.5 | Elect Director Robert C. Lyons | Management | For | For |
| 1.6 | Elect Director Thomas P. Maurer | Management | For | For |
| 1.7 | Elect Director Samuel M. Mencoff | Management | For | For |
| 1.8 | Elect Director Roger B. Porter | Management | For | For |
| 1.9 | Elect Director Thomas S. Souleles | Management | For | For |
| 1.10 | Elect Director Paul T. Stecko | Management | For | For |
| 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 |
| PEPSICO, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PEP
SECURITY ID: 713448108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Jennifer Bailey | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Susan M. Diamond | Management | For | For |
| 1g | Elect Director Dina Dublon | Management | For | For |
| 1h | Elect Director Michelle Gass | Management | For | For |
| 1i | Elect Director Ramon L. Laguarta | Management | For | For |
| 1j | Elect Director Dave J. Lewis | Management | For | For |
| 1k | Elect Director David C. Page | Management | For | For |
| 1l | Elect Director Robert C. Pohlad | Management | For | For |
| 1m | Elect Director Daniel Vasella | Management | For | For |
| 1n | Elect Director Darren Walker | Management | For | For |
| 1o | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 8 | Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Against | Against |
| PFIZER INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PFE
SECURITY ID: 717081103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | 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 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PM
SECURITY ID: 718172109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| PIONEER NATURAL RESOURCES COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PXD
SECURITY ID: 723787107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Richard P. Dealy | Management | For | For |
| 1e | Elect Director Maria S. Dreyfus | Management | For | For |
| 1f | Elect Director Matthew M. Gallagher | Management | For | For |
| 1g | Elect Director Phillip A. Gobe | Management | For | For |
| 1h | Elect Director Stacy P. Methvin | Management | For | For |
| 1i | Elect Director Royce W. Mitchell | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | For |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| PROLOGIS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PUBLIC STORAGE
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PSA
SECURITY ID: 74460D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| QUALCOMM INCORPORATED
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: QCOM
SECURITY ID: 747525103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RANDSTAD NV
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: RAND
SECURITY ID: N7291Y137
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2a | Receive Reports of Management Board and Supervisory Board (Non-Voting) | Management | None | None |
| 2b | Approve Remuneration Report | Management | For | For |
| 2c | Adopt Financial Statements | Management | For | For |
| 2d | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2e | Approve Dividends of EUR 2.85 Per Share | Management | For | For |
| 3a | Approve Discharge of Management Board | Management | For | For |
| 3b | Approve Discharge of Supervisory Board | Management | For | For |
| 4a | Elect Jorge Vazquez to Management Board | Management | For | For |
| 4b | Elect Myriam Beatove Moreale to Management Board | Management | For | For |
| 5a | Elect Cees 't Hart to Supervisory Board | Management | For | For |
| 5b | Elect Laurence Debroux to Supervisory Board | Management | For | For |
| 5c | Elect Jeroen Drost to Supervisory Board | Management | For | For |
| 6a | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Preemptive Rights | Management | For | For |
| 6b | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6c | Approve Cancellation of Repurchased Shares | Management | For | For |
| 7 | Ratify Deloitte Accountants BV as Auditors | Management | For | For |
| 8 | Ratify PricewaterhouseCoopers Accountants NV as Auditors | Management | For | For |
| 9 | Other Business (Non-Voting) | Management | None | None |
| 10 | Close Meeting | Management | None | None |
| RAYTHEON TECHNOLOGIES CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: RTX
SECURITY ID: 75513E101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| REALTY INCOME CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: O
SECURITY ID: 756109104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Priscilla Almodovar | Management | For | For |
| 1b | Elect Director Jacqueline Brady | Management | For | For |
| 1c | Elect Director A. Larry Chapman | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Mary Hogan Preusse | Management | For | For |
| 1f | Elect Director Priya Cherian Huskins | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Michael D. McKee | Management | For | For |
| 1i | Elect Director Gregory T. McLaughlin | Management | For | For |
| 1j | Elect Director Ronald L. Merriman | Management | For | For |
| 1k | Elect Director Sumit Roy | 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 |
| SIMON PROPERTY GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SPG
SECURITY ID: 828806109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | For |
| 1B | Elect Director Larry C. Glasscock | Management | For | For |
| 1C | Elect Director Allan Hubbard | Management | For | For |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | For |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | For |
| 1G | Elect Director Peggy Fang Roe | Management | For | For |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STARBUCKS CORPORATION
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: SBUX
SECURITY ID: 855244109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| TARGET CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: TGT
SECURITY ID: 87612E106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TEXAS INSTRUMENTS INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TXN
SECURITY ID: 882508104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Against | Against |
| THE COCA-COLA COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KO
SECURITY ID: 191216100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE INTERPUBLIC GROUP OF COMPANIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: IPG
SECURITY ID: 460690100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Philippe Krakowsky | Management | For | For |
| 1.5 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.6 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt Jr. | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE MOSAIC COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MOS
SECURITY ID: 61945C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Gregory L. Ebel | Management | For | For |
| 1c | Elect Director Timothy S. Gitzel | Management | For | For |
| 1d | Elect Director Denise C. Johnson | Management | For | For |
| 1e | Elect Director Emery N. Koenig | Management | For | For |
| 1f | Elect Director James (Joc) C. O'Rourke | Management | For | For |
| 1g | Elect Director David T. Seaton | Management | For | For |
| 1h | Elect Director Steven M. Seibert | Management | For | For |
| 1i | Elect Director Joao Roberto Goncalves Teixeira | Management | For | For |
| 1j | Elect Director Gretchen H. Watkins | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| THE NEW YORK TIMES COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: NYT
SECURITY ID: 650111107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beth Brooke | Management | For | For |
| 1.2 | Elect Director Rachel Glaser | Management | For | For |
| 1.3 | Elect Director Brian P. McAndrews | Management | For | For |
| 1.4 | Elect Director John W. Rogers, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE SOUTHERN COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SO
SECURITY ID: 842587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE WESTERN UNION COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WU
SECURITY ID: 959802109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin I. Cole | Management | For | For |
| 1b | Elect Director Betsy D. Holden | Management | For | For |
| 1c | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1d | Elect Director Devin B. McGranahan | Management | For | For |
| 1e | Elect Director Michael A. Miles, Jr. | Management | For | For |
| 1f | Elect Director Timothy P. Murphy | Management | For | For |
| 1g | Elect Director Jan Siegmund | Management | For | For |
| 1h | Elect Director Angela A. Sun | Management | For | For |
| 1i | Elect Director Solomon D. Trujillo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| TRUIST FINANCIAL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: TFC
SECURITY ID: 89832Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| UNION PACIFIC CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: UNP
SECURITY ID: 907818108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| UNITED PARCEL SERVICE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: UPS
SECURITY ID: 911312106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | Against |
| 1h | Elect Director William Johnson | Management | For | Against |
| 1i | Elect Director Franck Moison | Management | For | Against |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | Against |
| 1l | Elect Director Kevin Warsh | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | For |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| VERIZON COMMUNICATIONS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: VZ
SECURITY ID: 92343V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Vittorio Colao | Management | For | For |
| 1.5 | Elect Director Melanie Healey | Management | For | For |
| 1.6 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.7 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel Schulman | Management | For | For |
| 1.9 | Elect Director Rodney Slater | Management | For | For |
| 1.10 | Elect Director Carol Tome | Management | For | For |
| 1.11 | Elect Director Hans Vestberg | Management | For | For |
| 1.12 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Government Requests to Remove Content | Shareholder | Against | Against |
| 6 | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Shareholder | Against | Against |
| 7 | Amend Clawback Policy | Shareholder | Against | For |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VF CORPORATION
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: VFC
SECURITY ID: 918204108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard T. Carucci | Management | For | For |
| 1.2 | Elect Director Alex Cho | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director Benno Dorer | Management | For | For |
| 1.5 | Elect Director Mark S. Hoplamazian | Management | For | For |
| 1.6 | Elect Director Laura W. Lang | Management | For | For |
| 1.7 | Elect Director W. Rodney McMullen | Management | For | For |
| 1.8 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.9 | Elect Director Steven E. Rendle | Management | For | For |
| 1.10 | Elect Director Carol L. Roberts | Management | For | For |
| 1.11 | Elect Director Matthew J. Shattock | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VISTRY GROUP PLC
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: VTY
SECURITY ID: GB0001859296
|
||||
| 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 | Against |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Ralph Findlay as Director | Management | For | For |
| 5 | Re-elect Margaret Browne as Director | Management | For | For |
| 6 | Re-elect Ashley Steel as Director (Withdrawn) | Management | None | None |
| 7 | Re-elect Gregory Fitzgerald as Director | Management | For | For |
| 8 | Re-elect Earl Sibley as Director | Management | For | For |
| 9 | Elect Timothy Lawlor as Director | Management | For | For |
| 10 | Elect Rowan Baker as Director | Management | For | For |
| 11 | Elect Jeffrey Ubben as Director | Management | For | For |
| 12 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 13 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 14 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| WARNER MUSIC GROUP CORP.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: WMG
SECURITY ID: 934550203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert Kyncl | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | Against |
| 1c | Elect Director Alex Blavatnik | Management | For | Against |
| 1d | Elect Director Len Blavatnik | Management | For | For |
| 1e | Elect Director Mathias Dopfner | Management | For | Against |
| 1f | Elect Director Nancy Dubuc | Management | For | For |
| 1g | Elect Director Noreena Hertz | Management | For | For |
| 1h | Elect Director Ynon Kreiz | Management | For | For |
| 1i | Elect Director Ceci Kurzman | Management | For | Against |
| 1j | Elect Director Michael Lynton | Management | For | For |
| 1k | Elect Director Donald A. Wagner | Management | For | Against |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| WELLS FARGO & COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WFC
SECURITY ID: 949746101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WEYERHAEUSER COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WY
SECURITY ID: 962166104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Emmert | Management | For | For |
| 1b | Elect Director Rick R. Holley | Management | For | For |
| 1c | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1d | Elect Director Deidra C. Merriwether | Management | For | For |
| 1e | Elect Director Al Monaco | Management | For | For |
| 1f | Elect Director Nicole W. Piasecki | Management | For | For |
| 1g | Elect Director Lawrence A. Selzer | Management | For | For |
| 1h | Elect Director Devin W. Stockfish | Management | For | For |
| 1i | Elect Director Kim Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| YARA INTERNATIONAL ASA
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: YAR
SECURITY ID: R9900C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 2 | Elect Chairman of Meeting; Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 3.1 | Approve Spin-Off Agreement | Management | For | Did Not Vote |
| 3.2 | Approve Merger Agreement with Yara Clean Ammonia NewCo AS and Yara Clean Ammonia Holding AS | Management | For | Did Not Vote |
| YARA INTERNATIONAL ASA
MEETING DATE: DEC 06, 2022 |
||||
|
TICKER: YAR
SECURITY ID: R9900C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 2 | Elect Ketil E. Boe as Chairman of Meeting; Designate Lars Mattis H. Hanssen as Inspector of Minutes of Meeting | Management | For | Did Not Vote |
| 3 | Approve Additional Dividends of NOK 10.00 Per Share | Management | For | Did Not Vote |
VOTE SUMMARY REPORT
FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| AEVA TECHNOLOGIES, INC.
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: AEVA
SECURITY ID: 00835Q103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Erin L. Polek | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | Against |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| ALLEGRO MICROSYSTEMS, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: ALGM
SECURITY ID: 01749D105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshihiro (Zen) Suzuki | Management | For | Withhold |
| 1.2 | Elect Director David J. Aldrich | Management | For | Withhold |
| 1.3 | Elect Director Kojiro (Koji) Hatano | Management | For | For |
| 1.4 | Elect Director Paul Carl (Chip) Schorr, IV | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALLKEM LTD.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: AKE
SECURITY ID: Q0226L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Report | Management | For | For |
| 2 | Elect Peter Coleman as Director | Management | For | For |
| 3 | Elect Richard Seville as Director | Management | For | For |
| 4 | Elect Fernando Oris de Roa as Director | Management | For | For |
| 5 | Elect Leanne Heywood as Director | Management | For | For |
| 6 | Adopt New Constitution | Management | For | For |
| 7 | Approve Proportional Takeover Provisions | Management | For | For |
| 8 | Approve Non-Executive Director Share Plan | Management | None | For |
| 9 | Approve Performance Rights and Options Plan | Management | For | For |
| 10 | Approve Grant of STI Performance Rights to Perez de Solay | Management | For | For |
| 11 | Approve Grant of LTI Performance Rights to Perez de Solay | Management | For | For |
| AMBARELLA, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: AMBA
SECURITY ID: G037AX101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leslie Kohn | Management | For | For |
| 1.2 | Elect Director D. Jeffrey Richardson | Management | For | For |
| 1.3 | Elect Director Elizabeth M. Schwarting | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| APTIV PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: APTV
SECURITY ID: G6095L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BALLARD POWER SYSTEMS INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: BLDP
SECURITY ID: 058586108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Kathy Bayless | Management | For | For |
| 1B | Elect Director Douglas P. Hayhurst | Management | For | For |
| 1C | Elect Director Kui (Kevin) Jiang | Management | For | For |
| 1D | Elect Director Randy MacEwen | Management | For | For |
| 1E | Elect Director Hubertus M. Muehlhaeuser | Management | For | For |
| 1F | Elect Director Marty Neese | Management | For | For |
| 1G | Elect Director James Roche | Management | For | For |
| 1H | Elect Director Shaojun (Sherman) Sun | Management | For | For |
| 1I | Elect Director Janet Woodruff | Management | For | Withhold |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| BLINK CHARGING CO.
MEETING DATE: JUL 11, 2022 |
||||
|
TICKER: BLNK
SECURITY ID: 09354A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Farkas | Management | For | For |
| 1.2 | Elect Director Brendan S. Jones | Management | For | For |
| 1.3 | Elect Director Louis R. Buffalino | Management | For | Withhold |
| 1.4 | Elect Director Jack Levine | Management | For | Withhold |
| 1.5 | Elect Director Kenneth R. Marks | Management | For | Withhold |
| 1.6 | Elect Director Ritsaart J.M. van Montfrans | Management | For | Withhold |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| BLOOM ENERGY CORP.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: BE
SECURITY ID: 093712107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Immelt | Management | For | For |
| 1.2 | Elect Director Eddy Zervigon | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CHARGEPOINT HOLDINGS, INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: CHPT
SECURITY ID: 15961R105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Harris | Management | For | Withhold |
| 1.2 | Elect Director Susan Heystee | Management | For | Withhold |
| 1.3 | Elect Director G. Richard Wagoner, Jr. | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHUNBO CO., LTD.
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: 278280
SECURITY ID: Y1R14A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| DOOSAN FUEL CELL CO., LTD.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 336260
SECURITY ID: Y2103X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Amend Articles of Incorporation (Business Objectives) | Management | For | For |
| 2.2 | Amend Articles of Incorporation (Amendments Relating to Record Date) | Management | For | For |
| 2.3 | Amend Articles of Incorporation (Amendments Relating to Changes in Legislation) | Management | For | For |
| 2.4 | Amend Articles of Incorporation (Amendments Relating to Auditors and Audit Committee) | Management | For | For |
| 2.5 | Amend Articles of Incorporation (Bylaw) | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| EVGO INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: EVGO
SECURITY ID: 30052F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darpan Kapadia | Management | For | Withhold |
| 1.2 | Elect Director Jonathan Seelig | Management | For | For |
| 1.3 | Elect Director Paul Segal | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Eliminate or Limit Personal Liability of Certain Officers | Management | For | Against |
| FAURECIA SE
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: EO
SECURITY ID: F3445A108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Absence of Dividends | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Reelect Denis Mercier as Director | Management | For | For |
| 6 | Elect Esther Gaide as Director | Management | For | For |
| 7 | Elect Michael Bolle as Director | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Michel de Rosen, Chairman of the Board | Management | For | For |
| 10 | Approve Compensation of Patrick Koller, CEO | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Change Company Name to Forvia and Amend Article 2 of Bylaws Accordingly | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to 40 Percent of Issued Share Capital | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to 10 Percent of Issued Share Capital | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Qualified Investors or Restricted Number of Investors, up to 10 Percent of Issued Capital | Management | For | For |
| 19 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Item 16 to 18 | Management | For | For |
| 20 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 21 | Authorize Capitalization of Reserves of Up to EUR 175 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 22 | Authorize up to 3 Million Shares for Use in Restricted Stock Plans | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 25 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 26 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| FUELCELL ENERGY, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: FCEL
SECURITY ID: 35952H601
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James H. England | Management | For | For |
| 1b | Elect Director Jason Few | Management | For | For |
| 1c | Elect Director Matthew F. Hilzinger | Management | For | For |
| 1d | Elect Director Natica von Althann | Management | For | For |
| 1e | Elect Director Cynthia Hansen | Management | For | For |
| 1f | Elect Director Donna Sims Wilson | Management | For | For |
| 1g | Elect Director Betsy Bingham | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GANFENG LITHIUM CO., LTD.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: 1772
SECURITY ID: Y2690M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt 2022 Share Option Incentive Scheme | Management | For | For |
| 2 | Approve Assessment Management Measures in Respect of the Implementation of the 2022 Share Option Incentive Scheme | Management | For | For |
| 3 | Authorize Board to Handle All Matters in Relation to the 2022 Share Option Incentive Scheme | Management | For | For |
| GANFENG LITHIUM CO., LTD.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: 1772
SECURITY ID: Y2690M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt 2022 Share Option Incentive Scheme | Management | For | For |
| 2 | Approve Assessment Management Measures in Respect of the Implementation of the 2022 Share Option Incentive Scheme | Management | For | For |
| 3 | Authorize Board to Handle All Matters in Relation to the 2022 Share Option Incentive Scheme | Management | For | For |
| GANFENG LITHIUM CO., LTD.
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: 1772
SECURITY ID: Y2690M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Change of Company Name | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 1 | Approve Capacity Construction Scale Improvement of Ganfeng LiEnergy New-Type Lithium Battery Project with 15 GWh Annual Capacity | Management | For | For |
| 2 | Approve Investment and Construction of New-Type Lithium Battery Production Project with 6 GWh Annual Capacity by Ganfeng LiEnergy | Management | For | For |
| 3 | Approve Investment and Construction of Small Polymer Lithium Battery Project with 2 Billion Units Annual Capacity by Ganfeng New Lithium Source | Management | For | For |
| GANFENG LITHIUM GROUP CO., LTD.
MEETING DATE: DEC 20, 2022 |
||||
|
TICKER: 1772
SECURITY ID: Y2690M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Capital Increase, Share Expansion by Ganfeng LiEnergy and Related Party Transaction | Management | For | For |
| GANFENG LITHIUM GROUP CO., LTD.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: 1772
SECURITY ID: Y2690M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend External Investment Management System | Management | For | For |
| 2 | Approve Proposed Engagement in Foreign Exchange Hedging Business by the Company and Its Subsidiaries | Management | For | For |
| 3 | Approve Application for Bank Facilities and Provision of Guarantees by the Company and Its Subsidiaries | Management | For | Against |
| 4 | Approve Proposed Investment in Wealth Management Products with Self-Owned Funds | Management | For | For |
| 5 | Approve Continuing Related-Party Transactions for 2023 | Management | For | For |
| 1 | Approve Proposed Signing of Investment Agreement by Ganfeng LiEnergy | Management | For | Against |
| 2 | Approve Proposed Investment and Construction of New-Type Lithium Battery and Energy Storage Headquarters Project with 10 GWh Annual Capacity by Ganfeng LiEnergy | Management | For | For |
| GANFENG LITHIUM GROUP CO., LTD.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 1772
SECURITY ID: Y2690M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board | Management | For | For |
| 2 | Approve Work Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Annual Report, Summary of the Annual Report and Annual Results Announcement | Management | For | For |
| 4 | Approve Financial Report as Respectively Audited by the Domestic and Overseas Auditors | Management | For | For |
| 5 | Approve Ernst & Young Hua Ming LLP as Domestic Auditor and Internal Control Auditor and Ernst & Young as Overseas Auditor | Management | For | For |
| 6 | Approve Remuneration of Domestic and Overseas Auditors and the Internal Control Auditors | Management | For | For |
| 7 | Approve Determination of Directors' Emoluments | Management | For | For |
| 8 | Approve Determination of Supervisors' Emoluments | Management | For | For |
| 9 | Approve Amendments to the External Donations and Sponsorships Management System | Management | For | For |
| 10 | Approve Amendments to the Venture Capital Investment Management System | Management | For | For |
| 1 | Approve Profit Distribution Proposal | Management | For | For |
| 2 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 3 | Approve General Mandate to Issue Domestic and Overseas Debt Financing Instruments | Management | For | Against |
| 4 | Approve Venture Capital Investment with Self-Owned Funds | Management | For | For |
| 5 | Approve Continuing Related-Party Transactions Forecast Between the Company and Lithium Americas | Management | For | For |
| 6 | Approve Proposed Derivatives Trading with Self-owned Funds | Shareholder | For | For |
| GARMIN LTD.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: GRMN
SECURITY ID: H2906T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends | Management | For | Did Not Vote |
| 3 | Approve Dividends | Management | For | Did Not Vote |
| 4 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 5a | Elect Director Jonathan C. Burrell | Management | For | Did Not Vote |
| 5b | Elect Director Joseph J. Hartnett | Management | For | Did Not Vote |
| 5c | Elect Director Min H. Kao | Management | For | Did Not Vote |
| 5d | Elect Director Catherine A. Lewis | Management | For | Did Not Vote |
| 5e | Elect Director Charles W. Peffer | Management | For | Did Not Vote |
| 5f | Elect Director Clifton A. Pemble | Management | For | Did Not Vote |
| 6 | Elect Min H. Kao as Board Chairman | Management | For | Did Not Vote |
| 7a | Appoint Jonathan C. Burrell as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7b | Appoint Joseph J. Hartnett as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7c | Appoint Catherine A. Lewis as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7d | Appoint Charles W. Peffer as Member of the Compensation Committee | Management | For | Did Not Vote |
| 8 | Designate Wuersch & Gering LLP as Independent Proxy | Management | For | Did Not Vote |
| 9 | Ratify Ernst & Young LLP as Auditors and Ernst & Young Ltd as Statutory Auditor | Management | For | Did Not Vote |
| 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 11 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 12 | Advisory Vote on the Swiss Statutory Compensation Report | Management | For | Did Not Vote |
| 13 | Approve Fiscal Year 2024 Maximum Aggregate Compensation for the Executive Management | Management | For | Did Not Vote |
| 14 | Approve Maximum Aggregate Compensation for the Board of Directors for the Period Between the 2023 AGM and the 2024 AGM | Management | For | Did Not Vote |
| 15 | Cancel Repurchased Shares | Management | For | Did Not Vote |
| 16 | Amend Qualified Employee Stock Purchase Plan | Management | For | Did Not Vote |
| 17 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | Did Not Vote |
| 18 | Approve Reduction of Par Value | Management | For | Did Not Vote |
| 19 | Approve Conversion of Currency of the Share Capital from CHF to USD | Management | For | Did Not Vote |
| 20 | Amend Articles to Reflect Changes in Capital | Management | For | Did Not Vote |
| 21 | Amend Articles Re: Addressing Shares, Shareholder Rights and General Meeting | Management | For | Did Not Vote |
| 22 | Amend Articles Re: Addressing Board, Compensation and Related Matters | Management | For | Did Not Vote |
| GENTEX CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: GNTX
SECURITY ID: 371901109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Anderson | Management | For | For |
| 1.2 | Elect Director Leslie Brown | Management | For | For |
| 1.3 | Elect Director Garth Deur | Management | For | For |
| 1.4 | Elect Director Steve Downing | Management | For | For |
| 1.5 | Elect Director Gary Goode | Management | For | For |
| 1.6 | Elect Director Richard Schaum | Management | For | For |
| 1.7 | Elect Director Kathleen Starkoff | Management | For | For |
| 1.8 | Elect Director Brian Walker | Management | For | For |
| 1.9 | Elect Director Ling Zang | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| HELLA GMBH & CO. KGAA
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: HLE
SECURITY ID: D3R112160
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year 2021/2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends of EUR 0.49 per Share | Management | For | For |
| 3 | Approve Discharge of Personally Liable Partner for Fiscal Year 2021/2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2021/2022 | Management | For | For |
| 5 | Approve Discharge of Shareholders' Committee for Fiscal Year 2021/2022 | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2022/2023 | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | Against |
| 8 | Approve Remuneration Policy | Management | For | Against |
| 9.1 | Elect Wolfgang Ziebart to the Shareholders' Committee | Management | For | For |
| 9.2 | Elect Patrick Koller to the Shareholders' Committee | Management | For | Against |
| 9.3 | Elect Judith Buss to the Shareholders' Committee | Management | For | For |
| 9.4 | Elect Nolwenn Delaunay to the Shareholders' Committee | Management | For | Against |
| 9.5 | Elect Olivier Durand to the Shareholders' Committee | Management | For | Against |
| 9.6 | Elect Andreas Renschler to the Shareholders' Committee | Management | For | For |
| 9.7 | Elect Christophe Schmitt to the Shareholders' Committee | Management | For | Against |
| 9.8 | Elect Jean-Pierre Sounillac to the Shareholders' Committee | Management | For | Against |
| 10.1 | Elect Andreas Renschler to the Supervisory Board | Management | For | For |
| 10.2 | Elect Tatjana Bengsch to the Supervisory Board | Management | For | Against |
| 10.3 | Elect Judith Buss to the Supervisory Board | Management | For | For |
| 10.4 | Elect Gabriele Herzog to the Supervisory Board | Management | For | Against |
| 10.5 | Elect Rupertus Kneiser to the Supervisory Board | Management | For | For |
| 10.6 | Elect Andreas Marti to the Supervisory Board | Management | For | Against |
| 10.7 | Elect Thorsten Muschal to the Supervisory Board | Management | For | Against |
| 10.8 | Elect Kirsten Schuetz to the Supervisory Board | Management | For | For |
| 11 | Approve Remuneration of Supervisory Board | Management | For | For |
| 12 | Change Location of Registered Office for Shareholder Meetings; Approve Virtual-Only Shareholder Meetings Until 2027 | Management | For | Against |
| INDIE SEMICONDUCTOR, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: INDI
SECURITY ID: 45569U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diane Biagianti | Management | For | Withhold |
| 1.2 | Elect Director Diane Brink | Management | For | Withhold |
| 1.3 | Elect Director Karl-Thomas Neumann | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| INFINEON TECHNOLOGIES AG
MEETING DATE: FEB 16, 2023 |
||||
|
TICKER: IFX
SECURITY ID: D35415104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.32 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Jochen Hanebeck for Fiscal Year 2022 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Constanze Hufenbecher for Fiscal Year 2022 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Sven Schneider for Fiscal Year 2022 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Andreas Urschitz (from June 1, 2022) for Fiscal Year 2022 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Rutger Wijburg (from April 1, 2022) for Fiscal Year 2022 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Reinhard Ploss (until March 31, 2022) for Fiscal Year 2022 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Helmut Gassel (until May 31, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Wolfgang Eder for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Xiaoqun Clever for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Johann Dechant for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Friedrich Eichiner for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Annette Engelfried for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Peter Gruber for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Hans-Ulrich Holdenried for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Susanne Lachenmann for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Geraldine Picaud for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Manfred Puffer for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Melanie Riedl for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Juergen Scholz for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Ulrich Spiesshofer for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Margret Suckale for Fiscal Year 2022 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Mirco Synde (from June 1, 2023) for Fiscal Year 2022 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Diana Vitale for Fiscal Year 2022 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Kerstin Schulzendorf (until May 31, 2022) for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Reports for the First Half of Fiscal Year 2023 | Management | For | For |
| 6.1 | Elect Herbert Diess to the Supervisory Board | Management | For | For |
| 6.2 | Elect Klaus Helmrich to the Supervisory Board | Management | For | For |
| 7 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 8 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 9.1 | Amend Article Re: Location of Annual Meeting | Management | For | For |
| 9.2 | Approve Virtual-Only Shareholder Meetings Until 2028 | Management | For | For |
| 9.3 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10 | Approve Remuneration Policy | Management | For | For |
| 11 | Approve Remuneration Report | Management | For | For |
| LATTICE SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: LSCC
SECURITY ID: 518415104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James R. Anderson | Management | For | For |
| 1.2 | Elect Director Robin A. Abrams | Management | For | For |
| 1.3 | Elect Director Douglas Bettinger | Management | For | For |
| 1.4 | Elect Director Mark E. Jensen | Management | For | For |
| 1.5 | Elect Director James P. Lederer | Management | For | For |
| 1.6 | Elect Director D. Jeffrey Richardson | Management | For | For |
| 1.7 | Elect Director Elizabeth Schwarting | Management | For | For |
| 1.8 | Elect Director Raejeanne Skillern | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| LEAR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LEA
SECURITY ID: 521865204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mei-Wei Cheng | Management | For | For |
| 1b | Elect Director Jonathan F. Foster | Management | For | For |
| 1c | Elect Director Bradley M. Halverson | Management | For | For |
| 1d | Elect Director Mary Lou Jepsen | Management | For | For |
| 1e | Elect Director Roger A. Krone | Management | For | For |
| 1f | Elect Director Patricia L. Lewis | Management | For | For |
| 1g | Elect Director Kathleen A. Ligocki | Management | For | For |
| 1h | Elect Director Conrad L. Mallett, Jr. | Management | For | For |
| 1i | Elect Director Raymond E. Scott | Management | For | For |
| 1j | Elect Director Gregory C. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| LG ENERGY SOLUTION LTD.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 373220
SECURITY ID: Y5S5CG102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Park Jin-gyu as Outside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| LI AUTO INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 2015
SECURITY ID: 50202M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Director Ma Donghui | Management | For | Against |
| 3 | Elect Director Li Xiang | Management | For | Against |
| 4 | Elect Director Li Tie | Management | For | Against |
| 5 | Elect Director Zhao Hongqiang | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 8 | Authorize Share Repurchase Program | Management | For | For |
| 9 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 10 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 11 | Amend Articles of Association | Management | For | For |
| LIVENT CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: LTHM
SECURITY ID: 53814L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul W. Graves | Management | For | For |
| 1b | Elect Director Andrea E. Utecht | Management | For | For |
| 1c | Elect Director Christina Lampe-Onnerud | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| LUCID GROUP, INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: LCID
SECURITY ID: 549498103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Turqi Alnowaiser | Management | For | Withhold |
| 1.2 | Elect Director Glenn R. August | Management | For | For |
| 1.3 | Elect Director Andrew Liveris | Management | For | Withhold |
| 1.4 | Elect Director Sherif Marakby | Management | For | For |
| 1.5 | Elect Director Nichelle Maynard-Elliott | Management | For | For |
| 1.6 | Elect Director Chabi Nouri | Management | For | For |
| 1.7 | Elect Director Peter Rawlinson | Management | For | For |
| 1.8 | Elect Director Ori Winitzer | Management | For | For |
| 1.9 | Elect Director Janet S. Wong | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| LUMINAR TECHNOLOGIES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: LAZR
SECURITY ID: 550424105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Austin Russell | Management | For | Withhold |
| 1.2 | Elect Director Mary Lou Jepsen | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | Against |
| LYFT, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: LYFT
SECURITY ID: 55087P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Logan Green | Management | For | Withhold |
| 1.2 | Elect Director David Risher | Management | For | Withhold |
| 1.3 | Elect Director Dave Stephenson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| NIO INC.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: NIO
SECURITY ID: 62914V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Memorandum and Articles of Association | Management | For | For |
| 1 | Approve Reclassification of Shares of Common Stock | Management | For | For |
| 2 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Memorandum and Articles of Association | Management | For | For |
| 4 | Amend Memorandum and Articles of Association | Management | For | For |
| 5 | Approve Dual Foreign Name in Chinese of the Company | Management | For | For |
| NIO INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: 9866
SECURITY ID: 62914V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Hai Wu | Management | For | For |
| 2 | Approve PricewaterhouseCoopers Zhong Tian LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NXP SEMICONDUCTORS N.V.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NXPI
SECURITY ID: N6596X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PLUG POWER INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: PLUG
SECURITY ID: 72919P202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jonathan M. Silver | Management | For | Withhold |
| 1b | Elect Director Kyungyeol Song | Management | For | Withhold |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| POWERCELL SWEDEN AB
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: PCELL
SECURITY ID: W6698X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 7 | Receive President's Report | Management | None | None |
| 8 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 9.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9.b | Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 9.c | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Determine Number of Members (7) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of SEK 440,000 for Chairman and SEK 220,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 12 | Reelect Helen Fasth Gillstedt, Uwe Hillmann, Magnus Jonsson, Annette Malm Justad, Kajsa Ryttberg-Wallgren and Riku-Pekka Hagg as Directors; Elect Nicolas Boutin as New Director | Management | For | Did Not Vote |
| 13 | Ratify PricewaterhouseCoopers as Auditors | Management | For | Did Not Vote |
| 14 | Approve Nominating Committee Instructions | Management | For | Did Not Vote |
| 15 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 16 | Approve Issuance of 5.76 Million Shares without Preemptive Rights | Management | For | Did Not Vote |
| 17 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Swedish Authorities | Management | For | Did Not Vote |
| 18 | Close Meeting | Management | None | None |
| RENESAS ELECTRONICS CORP.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 6723
SECURITY ID: J4881V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shibata, Hidetoshi | Management | For | For |
| 1.2 | Elect Director Iwasaki, Jiro | Management | For | For |
| 1.3 | Elect Director Selena Loh Lacroix | Management | For | For |
| 1.4 | Elect Director Yamamoto, Noboru | Management | For | For |
| 1.5 | Elect Director Hirano, Takuya | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| RIVIAN AUTOMOTIVE, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: RIVN
SECURITY ID: 76954A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen Boone | Management | For | Withhold |
| 1b | Elect Director Rose Marcario | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt a Comprehensive Human Rights Policy | Shareholder | Against | For |
| SAMSUNG SDI CO., LTD.
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: 006400
SECURITY ID: Y74866107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Jeon Young-hyeon as Inside Director | Management | For | For |
| 2.2 | Elect Kwon Oh-gyeong as Outside Director | Management | For | For |
| 2.3 | Elect Kim Deok-hyeon as Outside Director | Management | For | For |
| 2.4 | Elect Lee Mi-gyeong as Outside Director | Management | For | For |
| 3.1 | Elect Kwon Oh-gyeong as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Lee Mi-gyeong as a Member of Audit Committee | Management | For | For |
| 4 | Elect Choi Won-wook as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SENSATA TECHNOLOGIES HOLDING PLC
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ST
SECURITY ID: G8060N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew C. Teich | Management | For | For |
| 1b | Elect Director Jeffrey J. Cote | Management | For | For |
| 1c | Elect Director John P. Absmeier | Management | For | For |
| 1d | Elect Director Daniel L. Black | Management | For | For |
| 1e | Elect Director Lorraine A. Bolsinger | Management | For | For |
| 1f | Elect Director Constance E. Skidmore | Management | For | For |
| 1g | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1h | Elect Director Martha N. Sullivan | Management | For | For |
| 1i | Elect Director Stephen M. Zide | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Director Compensation Report | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as U.K. Statutory Auditor | Management | For | For |
| 6 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 8 | Authorize Directed Share Repurchase Program | Management | For | For |
| 9 | Authorize Issue of Equity | Management | For | For |
| 10 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans | Management | For | For |
| 12 | Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights | Management | For | For |
| SILICON WORKS CO., LTD.
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: 108320
SECURITY ID: Y7935F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Son Bo-ik as Inside Director | Management | For | For |
| 3.2 | Elect Kim Hun as Inside Director | Management | For | For |
| 3.3 | Elect Jeong Seong-wook as Outside Director | Management | For | For |
| 4 | Elect Jeong Seong-wook as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SITIME CORPORATION
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SITM
SECURITY ID: 82982T106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Torsten G. Kreindl | Management | For | Withhold |
| 1.2 | Elect Director Akira Takata | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| SK IE TECHNOLOGY CO., LTD.
MEETING DATE: MAR 27, 2023 |
||||
|
TICKER: 361610
SECURITY ID: Y8085G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Kim Cheol-jung as Inside Director | Management | For | Against |
| 2.2 | Elect Song Ui-young as Outside Director | Management | For | For |
| 2.3 | Elect Kang Yul-ri as Outside Director | Management | For | Against |
| 3.1 | Elect Song Ui-young as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Kang Yul-ri as a Member of Audit Committee | Management | For | Against |
| 4 | Elect Kim Tae-hyeon as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | Against |
| SKYWORKS SOLUTIONS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SWKS
SECURITY ID: 83088M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan S. Batey | Management | For | For |
| 1b | Elect Director Kevin L. Beebe | Management | For | For |
| 1c | Elect Director Liam K. Griffin | Management | For | For |
| 1d | Elect Director Eric J. Guerin | Management | For | For |
| 1e | Elect Director Christine King | Management | For | For |
| 1f | Elect Director Suzanne E. McBride | Management | For | For |
| 1g | Elect Director David P. McGlade | Management | For | For |
| 1h | Elect Director Robert A. Schriesheim | Management | For | For |
| 1i | Elect Director Maryann Turcke | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| STMICROELECTRONICS NV
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: STMPA
SECURITY ID: N83574108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 2 | Receive Report of Supervisory Board (Non-Voting) | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Discharge of Management Board | Management | For | For |
| 7 | Approve Discharge of Supervisory Board | Management | For | For |
| 8 | Approve Grant of Unvested Stock Awards to Jean-Marc Chery as President and CEO | Management | For | For |
| 9 | Reelect Yann Delabriere to Supervisory Board | Management | For | For |
| 10 | Reelect Ana de Pro Gonzalo to Supervisory Board | Management | For | For |
| 11 | Reelect Frederic Sanchez to Supervisory Board | Management | For | For |
| 12 | Reelect Maurizio Tamagnini to Supervisory Board | Management | For | For |
| 13 | Elect Helene Vletter-van Dort to Supervisory Board | Management | For | For |
| 14 | Elect Paolo Visca to Supervisory Board | Management | For | For |
| 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 16 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 17 | Allow Questions | Management | None | None |
| TESLA, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | Against |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | Against |
| 2 | Reduce Director Terms from Three to Two Years | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Adopt Proxy Access Right | Shareholder | Against | Against |
| 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| 8 | Report on Racial and Gender Board Diversity | Shareholder | Against | Against |
| 9 | Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | For |
| 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Shareholder | Against | For |
| 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 12 | Report on Eradicating Child Labor in Battery Supply Chain | Shareholder | Against | Against |
| 13 | Report on Water Risk Exposure | Shareholder | Against | For |
| TESLA, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | Against |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| VALEO SA
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: FR
SECURITY ID: F96221340
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.38 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Ratify Appointment of Alexandre Dayon as Director | Management | For | For |
| 6 | Ratify Appointment of Stephanie Frachet as Director | Management | For | For |
| 7 | Reelect Stephanie Frachet as Director | Management | For | For |
| 8 | Reelect Patrick Sayer as Director | Management | For | For |
| 9 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 10 | Approve Compensation of Jacques Aschenbroich, Chairman and CEO from January 1, 2022 until January 26, 2022 | Management | For | For |
| 11 | Approve Compensation of Jacques Aschenbroich, Chairman of the Board since January 26, 2022 | Management | For | For |
| 12 | Approve Compensation of Christophe Perillat, Vice-CEO from January 1, 2022 until January 26, 2022 | Management | For | For |
| 13 | Approve Compensation of Christophe Perillat, CEO from since January 26, 2022 | Management | For | For |
| 14 | Approve Remuneration Policy of Directors | Management | For | For |
| 15 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 16 | Approve Remuneration Policy of CEO | Management | For | For |
| 17 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 70 Million | Management | For | For |
| 19 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 23 Million | Management | For | For |
| 20 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 23 Million | Management | For | For |
| 21 | Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights | Management | For | For |
| 22 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 18-21 | Management | For | For |
| 23 | Authorize Capitalization of Reserves of Up to EUR 30 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 24 | Authorize Capital Increase of up to 9.45 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 25 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 26 | Authorize up to 1.89 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 27 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 28 | Amend Article 14 of Bylaws Re: Staggering of Directors' Terms of Office | Management | For | For |
| 29 | Amend Article 13 of Bylaws Re: Designation of Shareholder Employee Representative | Management | For | For |
| 30 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| VISTEON CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: VC
SECURITY ID: 92839U206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. Barrese | Management | For | For |
| 1b | Elect Director Naomi M. Bergman | Management | For | For |
| 1c | Elect Director Jeffrey D. Jones | Management | For | For |
| 1d | Elect Director Bunsei Kure | Management | For | For |
| 1e | Elect Director Sachin S. Lawande | Management | For | For |
| 1f | Elect Director Joanne M. Maguire | Management | For | For |
| 1g | Elect Director Robert J. Manzo | Management | For | For |
| 1h | Elect Director Francis M. Scricco | Management | For | For |
| 1i | Elect Director David L. Treadwell | 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 |
| XPENG, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 9868
SECURITY ID: 98422D105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Xiaopeng He as Director | Management | For | For |
| 3 | Elect Donghao Yang as Director | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 5 | Approve PricewaterhouseCoopers and PricewaterhouseCoopers Zhong Tian LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 9 | Approve Amendments to the Memorandum and Articles of Association and Adopt Ninth Amended and Restated Memorandum and Articles of Association | Management | For | For |
| YADEA GROUP HOLDINGS LTD.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: 1585
SECURITY ID: G9830F106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3A1 | Elect Dong Jinggui as Director | Management | For | For |
| 3A2 | Elect Qian Jinghong as Director | Management | For | For |
| 3B1 | Elect Chen Mingyu as Director | Management | For | For |
| 3B2 | Elect Ma Chenguang as Director | Management | For | For |
| 3B3 | Elect Liang Qin as Director | Management | For | For |
| 3C | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 5B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 5C | Authorize Reissuance of Repurchased Shares | Management | For | Against |
VOTE SUMMARY REPORT
FIDELITY EMERGING MARKETS MULTIFACTOR ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABU DHABI ISLAMIC BANK
MEETING DATE: MAR 06, 2023 |
||||
|
TICKER: ADIB
SECURITY ID: M0152R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Board Report on Company Operations and Financial Position | Management | For | For |
| 2 | Approve Auditors' Report on Company Financial Statements | Management | For | For |
| 3 | Approve Internal Shariah Supervisory Committee Report | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Dividends of AED 0.489898 Per Share | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | For |
| 7 | Approve Discharge of Directors | Management | For | For |
| 8 | Approve Discharge of Auditors | Management | For | For |
| 9 | Ratify Auditors and Fix Their Remuneration for FY 2023 | Management | For | For |
| 10 | Authorize the Board to Issue an Additional Tier 1 Non-Convertible Sukuk of Up to USD 3 Billion and to Determine the Date of the Issuance | Management | For | For |
| ABU DHABI NATIONAL OIL CO. FOR DISTRIBUTION PJSC
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: ADNOCDIST
SECURITY ID: M0153H103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Authorize Chairman to Appoint the Meeting Secretary and Votes Collector | Management | For | For |
| 1 | Approve Board Report on Company Operations and Financial Position for FY 2022 | Management | For | For |
| 2 | Approve Auditors' Report on Company Financial Statements for FY 2022 | Management | For | For |
| 3 | Accept Financial Statements and Statutory Reports for FY 2022 | Management | For | For |
| 4 | Ratify Distributed Dividends of AED 0.10285 per Share for the First Half of FY 2022 | Management | For | For |
| 5 | Approve Dividends of AED 0.10285 per Share for the Second Half of FY 2022 to be the Total Dividends for FY 2022 AED 0.2057 Per Share | Management | For | For |
| 6 | Approve Discharge of Directors for FY 2022 | Management | For | For |
| 7 | Approve Discharge of Auditors for FY 2022 | Management | For | For |
| 8 | Approve Remuneration of Directors for FY 2022 | Management | For | For |
| 9 | Ratify Auditors and Fix Their Remuneration for FY 2023 | Management | For | For |
| 10 | Approve Amendment to Dividend Distribution Policy for FY 2023 | Management | For | For |
| AFRICAN RAINBOW MINERALS LTD.
MEETING DATE: DEC 01, 2022 |
||||
|
TICKER: ARI
SECURITY ID: S01680107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Re-elect Mike Arnold as Director | Management | For | Against |
| 2 | Re-elect Tom Boardman as Director | Management | For | For |
| 3 | Re-elect Pitsi Mnisi as Director | Management | For | For |
| 4 | Re-elect Jan Steenkamp as Director | Management | For | For |
| 5 | Elect Brian Kennedy as Director | Management | For | For |
| 6 | Elect Bongani Nqwababa as Director | Management | For | For |
| 7 | Reappoint Ernst & Young Inc as Auditors with PD Grobbelaar as the Designated Auditor for the Financial Year Ending 30 June 2023 | Management | For | For |
| 8 | Appoint KPMG Inc as Auditors with S Loonat as the Designated Auditor for the Financial Year Ending 30 June 2024 | Management | For | For |
| 9.1 | Re-elect Tom Boardman as Chairman of the Audit and Risk Committee | Management | For | For |
| 9.2 | Re-elect Frank Abbott as Member of the Audit and Risk Committee | Management | For | Against |
| 9.3 | Re-elect Anton Botha as Member of the Audit and Risk Committee | Management | For | Against |
| 9.4 | Re-elect Alex Maditsi as Member of the Audit and Risk Committee | Management | For | Against |
| 9.5 | Elect Bongani Nqwababa as Member of the Audit and Risk Committee | Management | For | For |
| 9.6 | Re-elect Pitsi Mnisi as Member of the Audit and Risk Committee | Management | For | For |
| 9.7 | Re-elect Rejoice Simelane as Member of the Audit and Risk Committee | Management | For | Against |
| 10 | Approve Remuneration Policy | Management | For | For |
| 11 | Approve Remuneration Implementation Report | Management | For | Against |
| 12 | Place Authorised but Unissued Shares under Control of Directors | Management | For | For |
| 13 | Authorise Board to Issue Shares for Cash | Management | For | For |
| 14 | Amend 2018 Conditional Share Plan | Management | For | For |
| 15.1 | Approve the Annual Retainer Fees for Non-executive Directors | Management | For | For |
| 15.2 | Approve the Fees for Attending Board Meetings | Management | For | For |
| 16 | Approve the Committee Meeting Attendance Fees for Non-executive Directors | Management | For | For |
| 17 | Approve Financial Assistance in Terms of Section 44 of the Companies Act | Management | For | For |
| 18 | Approve Financial Assistance in Terms of Section 45 of the Companies Act | Management | For | For |
| 19 | Authorise Issue of Shares in Connection with the Share or Employee Incentive Schemes | Management | For | For |
| 20 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| AGRICULTURAL BANK OF CHINA LIMITED
MEETING DATE: DEC 22, 2022 |
||||
|
TICKER: 1288
SECURITY ID: Y00289119
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration of Directors | Management | For | For |
| 2 | Approve Remuneration of Supervisors | Management | For | For |
| 3 | Elect Wang Changyun as Director | Management | For | For |
| 4 | Elect Liu Li as Director | Management | For | For |
| 5 | Approve Additional Budget for Donation for Targeted Support | Management | For | For |
| 6 | Elect Fu Wanjun as Director | Shareholder | For | For |
| 7 | Elect Zhang Qi as Director | Shareholder | For | For |
| AGRICULTURAL BANK OF CHINA LIMITED
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 1288
SECURITY ID: Y00289119
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board of Directors | Management | For | For |
| 2 | Approve Work Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Final Financial Accounts | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve KPMG Huazhen LLP and KPMG as External Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Fixed Assets Investment Budget | Management | For | For |
| 7 | Approve Issuance Plan of Write-Down Undated Additional Tier 1 Capital Bonds | Management | For | For |
| 8 | Approve Issuance Plan of Write-Down Eligible Tier-2 Capital Instruments | Management | For | For |
| 9 | To Listen to the Work Report of Independent Directors | Management | None | None |
| 10 | To Listen to the Report on the Implementation of the Plan on Authorization of General Meeting of Shareholders to the Board of Directors | Management | None | None |
| 11 | To Listen to the Report on the Management of Related Party Transactions | Management | None | None |
| AKBANK TAS
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: AKBNK.E
SECURITY ID: M0300L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting and Elect Presiding Council of Meeting | Management | For | For |
| 2 | Accept Board Report | Management | For | For |
| 3 | Accept Audit Report | Management | For | For |
| 4 | Accept Financial Statements | Management | For | For |
| 5 | Approve Discharge of Board | Management | For | For |
| 6 | Approve Allocation of Income | Management | For | For |
| 7 | Approve Accounting Transfers due to Revaluation | Management | For | For |
| 8 | Approve Share Repurchase Program | Management | For | For |
| 9 | Elect Directors | Management | For | Against |
| 10 | Approve Director Remuneration | Management | For | Against |
| 11 | Ratify External Auditors | Management | For | For |
| 12 | Receive Information on Donations Made in 2022 | Management | None | None |
| 13 | Approve Upper Limit of Donations for 2023 | Management | For | Against |
| 14 | Grant Permission for Board Members to Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose in Accordance with Articles 395 and 396 of Turkish Commercial Law | Management | For | For |
| AL RAJHI BANK
MEETING DATE: MAR 21, 2023 |
||||
|
TICKER: 1120
SECURITY ID: M0R60D105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Board Report on Company Operations for FY 2022 | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports for FY 2022 | Management | For | For |
| 3 | Approve Auditors' Report on Company Financial Statements for FY 2022 | Management | For | For |
| 4 | Approve Discharge of Directors for FY 2022 | Management | For | For |
| 5 | Approve Dividends of SAR 1.25 per Share for FY 2022 | Management | For | For |
| 6 | Approve Interim Dividends Semi Annually or Quarterly for FY 2023 | Management | For | For |
| 7 | Ratify Auditors and Fix Their Remuneration for Q1, Q2, Q3 and Annual Statement of FY 2023 and Q1 of FY 2024 | Management | For | For |
| 8 | Approve Remuneration of Directors of SAR 4,946,438 for FY 2022 | Management | For | For |
| 9 | Approve Remuneration of Audit Committee Members of SAR 975,000 for FY 2022 | Management | For | For |
| 10 | Amend Audit and Compliance Committee Charter | Management | For | Against |
| 11 | Elect Waleed Al Muqbil as Executive Director | Management | For | For |
| 12 | Approve Authorization of the Board Regarding Future Related Party Transactions According to Article 27 of the Companies Law | Management | For | For |
| 13 | Approve Related Party Transactions with Al Rajhi Company for Cooperative Insurance Re: Micro and Small Business Vehicles Insurance | Management | For | For |
| 14 | Approve Related Party Transactions with Al Rajhi Company for Cooperative Insurance Re: Coverage Agreement of Banks and Professional Responsibility Insurance | Management | For | For |
| 15 | Approve Related Party Transactions with Al Rajhi Company for Cooperative Insurance Re: Coverage Agreement of Directors and Executives Insurance | Management | For | For |
| 16 | Approve Related Party Transactions with Al Rajhi Company for Cooperative Insurance Re: Properties All Risk Policy | Management | For | For |
| 17 | Approve Related Party Transactions with Al Rajhi Company for Cooperative Insurance Re: Fire and Allied Perils - Mortgage Insurance Agreement | Management | For | For |
| 18 | Approve Related Party Transactions Approve Related Party Transactions with Al Rajhi Company for Cooperative Insurance Re: Bancassurance Agreement | Management | For | For |
| 19 | Approve Related Party Transactions Approve Related Party Transactions with Al Rajhi Company for Cooperative Insurance Re: Vehicle Insurance Agreement | Management | For | For |
| ALIBABA GROUP HOLDING LIMITED
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: 9988
SECURITY ID: 01609W102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Yong Zhang | Management | For | For |
| 1.2 | Elect Director Jerry Yang | Management | For | For |
| 1.3 | Elect Director Wan Ling Martello | Management | For | For |
| 1.4 | Elect Director Weijian Shan | Management | For | For |
| 1.5 | Elect Director Irene Yun-Lien Lee | Management | For | For |
| 1.6 | Elect Director Albert Kong Ping Ng | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| ALINMA BANK
MEETING DATE: APR 30, 2023 |
||||
|
TICKER: 1150
SECURITY ID: M0R35G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Board Report on Company Operations for FY 2022 | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports for FY 2022 | Management | For | For |
| 3 | Approve Auditors' Report on Company Financial Statements for FY 2022 | Management | For | For |
| 4 | Approve Discharge of Directors for FY 2022 | Management | For | For |
| 5 | Ratify Auditors and Fix Their Remuneration for Q1, Q2, Q3 and Annual Statement of FY 2023 and Q1 for FY 2024 | Management | For | For |
| 6 | Approve Dividends of SAR 0.50 per Share for Second Half of FY 2022 | Management | For | For |
| 7 | Approve Remuneration of Directors of SAR 9,085,604.40 for FY 2022 | Management | For | For |
| 8 | Approve Interim Dividends Semi Annually or Quarterly for FY 2023 | Management | For | For |
| 9 | Amend Shariah Committee Charter | Management | For | For |
| 10 | Amend Audit Committee Charter | Management | For | For |
| 11 | Approve Corporate Social Responsibility Policy | Management | For | For |
| 12 | Elect Haytham Al Sheikh Mubarak and Othman Al Tuweejri as Members of Audit Committee | Management | For | For |
| 13 | Delete Article 8 of Bylaws Re: Subscription | Management | For | For |
| 14 | Amend Article 9 of Bylaws Re: Shares | Management | For | For |
| 15 | Amend Article 10 of Bylaws Re: Trading of Shares | Management | For | For |
| 16 | Amend 13 of Bylaws Re: Increase of Capital | Management | For | For |
| 17 | Amend 14 of Bylaws Re: Decrease of Capital | Management | For | For |
| 18 | Amend 15 of Bylaws Re: Purchase of Shares | Management | For | For |
| 19 | Amend Article 18 of Bylaws Re: Management | Management | For | For |
| 20 | Amend Article 19 of Bylaws Re: Membership Expiry | Management | For | For |
| 21 | Amend Article 20 of Bylaws Re: Powers | Management | For | For |
| 22 | Amend Article 22 of Bylaws Re: Executive Committee | Management | For | For |
| 23 | Amend Article 23 of Bylaws Re: Audit Committee | Management | For | Against |
| 24 | Amend Article 25 of Bylaws Re: Chairman, Vice Chairman, and Secretary | Management | For | For |
| 25 | Amend Article 26 of Bylaws Re: Meetings | Management | For | For |
| 26 | Amend Article 27 of Bylaws Re: Quorum of Meetings | Management | For | For |
| 27 | Amend Article 28 of Bylaws Re: Board's Resolutions | Management | For | For |
| 28 | Amend Article 29 of Bylaws Re: General Assembly Meeting | Management | For | For |
| 29 | Delete Article 30 of Bylaws Re: Founding Assembly | Management | For | For |
| 30 | Amend Article 33 of Bylaws Re: Convening of General Assembly Meetings | Management | For | Against |
| 31 | Amend Article 34 of Bylaws Re: Method of Attending | Management | For | For |
| 32 | Amend Article 35 of Bylaws Re: Quorum of Ordinary General Assembly | Management | For | For |
| 33 | Amend Article 36 of Bylaws Re: Quorum of Extraordinary General Assembly | Management | For | For |
| 34 | Amend Article 38 of Bylaws Re: Resolutions | Management | For | For |
| 35 | Amend Article 39 of Bylaws Re: Agenda | Management | For | Against |
| 36 | Amend Article 40 of Bylaws Re: General Assemblies Chairmanship | Management | For | For |
| 37 | Amend Article 42 of Bylaws Re: Records | Management | For | For |
| 38 | Amend Article 43 of Bylaws Re: Fiscal Year | Management | For | For |
| 39 | Amend Article 44 of Bylaws Re: Financial Statement and Board's Report | Management | For | For |
| 40 | Amend Article 47 of Bylaws Re: Liability Actions | Management | For | For |
| 41 | Amend Article 48 of Bylaws Re: Company's Losses | Management | For | For |
| 42 | Amend Article 51 of Bylaws Re: Shariah Governance | Management | For | For |
| 43 | Approve Rearrangement and Numbering of Company's Articles of Association | Management | For | For |
| 44 | Approve Employee Stock Incentive program and Authorize Board to Approve the Rules and Any Future Amendments on the Program | Management | For | Against |
| 45 | Authorize Share Repurchase Program up to 5,000,000 Shares for the Purpose of Employee Stok Incentive Program and Authorize Board to Execute the Resolution | Management | For | Against |
| 46 | Approve Authorization of the Board Regarding Future Related Party Transactions According to Paragraph 1 of Article 27 of Companies Law | Management | For | For |
| 47 | Approve Authorization of the Board Regarding Future Related Party Transactions According to Paragraph 2 of Article 27 of Companies Law | Management | For | For |
| 48 | Allow Anees Muominah to Be Involved with Competitor Companies | Management | For | For |
| 49 | Approve Related Party Transactions with Alinma Tokyo Marine Company Re: Issuance and Renewal of Insurance Policies for the Bank | Management | For | For |
| AMERICA MOVIL SAB DE CV
MEETING DATE: DEC 20, 2022 |
||||
|
TICKER: AMXL
SECURITY ID: P0280A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Conversion of Series L Shares into Common Shares of New and Single Series; Amend Articles | Management | For | Against |
| 2 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | Against |
| ANHUI CONCH CEMENT COMPANY LIMITED
MEETING DATE: JUL 13, 2022 |
||||
|
TICKER: 914
SECURITY ID: Y01373102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Yang Jun as Director | Management | For | For |
| 2 | Approve Issue and Application for Registration of the Issue of Medium-term Notes and Authorize the Board to Deal With Matters In Relation to the Issue of the Notes | Management | For | For |
| ARCA CONTINENTAL SAB DE CV
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: AC
SECURITY ID: P0448R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve CEO's Report on Results and Operations of Company, Auditor's Report and Board's Opinion; Approve Board's Report on Activities; Approve Report of Audit and Corporate Practices Committee; Receive Report on Adherence to Fiscal Obligations | Management | For | For |
| 2 | Approve Allocation of Income and Cash Dividends of MXN 3.50 Per Share | Management | For | For |
| 3 | Set Maximum Amount of Share Repurchase Reserve | Management | For | For |
| 4 | Authorize Reduction in Variable Portion of Capital via Cancellation of Repurchased Shares | Management | For | For |
| 5 | Elect Directors, Verify their Independence Classification, Approve their Remuneration and Elect Secretaries | Management | For | Against |
| 6 | Approve Remuneration of Board Committee Members; Elect Chairman of Audit and Corporate Practices Committee | Management | For | Against |
| 7 | Appoint Legal Representatives | Management | For | For |
| 8 | Approve Minutes of Meeting | Management | For | For |
| AREZZO INDUSTRIA E COMERCIO SA
MEETING DATE: AUG 29, 2022 |
||||
|
TICKER: ARZZ3
SECURITY ID: P04508100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Agreement to Acquire Sunset Agenciamento e Intermediacao S.A. (Sunset) | Management | For | For |
| 2 | Approve Capital Increase in Connection with Proposed Transaction | Management | For | For |
| 3 | Ratify Deloitte Touche Tohmatsu Consultores Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 4 | Approve Independent Firm's Appraisal | Management | For | For |
| 5 | Approve Acquisition of Sunset Agenciamento e Intermediacao S.A. (Sunset) | Management | For | For |
| 6 | Amend Article 5 to Reflect Changes in Capital | Management | For | For |
| 7 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| AREZZO INDUSTRIA E COMERCIO SA
MEETING DATE: DEC 30, 2022 |
||||
|
TICKER: ARZZ3
SECURITY ID: P04508100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Agreement to Absorb Sunset Agenciamento e Intermediacao S.A. (Sunset) | Management | For | For |
| 2 | Ratify Apsis Consultoria e Avaliacoes Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 3 | Approve Independent Firm's Appraisal | Management | For | For |
| 4 | Approve Absorption of Sunset Agenciamento e Intermediacao S.A. (Sunset) | Management | For | For |
| ASE TECHNOLOGY HOLDING CO., LTD.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 3711
SECURITY ID: Y0249T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| ASUSTEK COMPUTER, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: 2357
SECURITY ID: Y04327105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Company's Waiver of Preemptive Right to Participate in Cash Capital Increase to Coincide with Future IPO and Stock Listing of Subsidiary Taiwan Web Service Corporation | Management | For | For |
| AU SMALL FINANCE BANK LIMITED
MEETING DATE: NOV 12, 2022 |
||||
|
TICKER: 540611
SECURITY ID: Y0R772123
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reelect Raj Vikash Verma as Director | Management | For | For |
| AU SMALL FINANCE BANK LIMITED
MEETING DATE: DEC 30, 2022 |
||||
|
TICKER: 540611
SECURITY ID: Y0R772123
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Malini Thadani as Director | Management | For | For |
| AUTOHOME INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: 2518
SECURITY ID: 05278C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Memorandum and Articles of Association | Management | For | For |
| AVI LTD.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: AVI
SECURITY ID: S0808A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for the Year Ended 30 June 2022 | Management | For | For |
| 2 | Reappoint Ernst & Young Inc as Auditors | Management | For | For |
| 3 | Re-elect Gavin Tipper as Director | Management | For | Against |
| 4 | Re-elect Simon Crutchley as Director | Management | For | For |
| 5 | Re-elect James Hersov as Director | Management | For | Against |
| 6 | Elect Justin O'Meara as Director | Management | For | For |
| 7 | Re-elect Mike Bosman as Chairman of the Audit and Risk Committee | Management | For | Against |
| 8 | Re-elect Alexandra Muller as Member of the Audit and Risk Committee | Management | For | For |
| 9 | Re-elect Busisiwe Silwanyana as Member of the Audit and Risk Committee | Management | For | For |
| 10 | Approve Fees Payable to the Current Non-executive Directors, Excluding the Chairman of the Board | Management | For | For |
| 11 | Approve Fees Payable to the Chairman of the Board | Management | For | For |
| 12 | Approve Fees Payable to the Members of the Remuneration, Nomination and Appointments Committee | Management | For | For |
| 13 | Approve Fees Payable to the Members of the Audit and Risk Committee | Management | For | For |
| 14 | Approve Fees Payable to the Non-executive Members of the Social and Ethics Committee | Management | For | For |
| 15 | Approve Fees Payable to the Chairman of the Remuneration, Nomination and Appointments Committee | Management | For | For |
| 16 | Approve Fees Payable to the Chairman of the Audit and Risk Committee | Management | For | For |
| 17 | Approve Fees Payable to the Chairman of the Social and Ethics Committee | Management | For | For |
| 18 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| 19 | Approve Financial Assistance in Terms of Section 45 of the Companies Act | Management | For | For |
| 20 | Approve Forfeitable Share Incentive Scheme | Management | For | For |
| 21 | Rescind the Authority Previously Granted to the Company and Place Authorised but Unissued Shares under Control of Directors in Terms of the Revised AVI Limited Executive Share Incentive Scheme | Management | For | For |
| 22 | Rescind the Authority Previously Granted to the Company in Terms of the AVI Limited Deferred Bonus Share Plan | Management | For | For |
| 23 | Place Authorised but Unissued Shares under Control of Directors in Terms of the AVI Limited Forfeitable Share Incentive Scheme | Management | For | For |
| 24 | Approve Remuneration Policy | Management | For | For |
| 25 | Approve Implementation Report | Management | For | For |
| BAJAJ AUTO LIMITED
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: 532977
SECURITY ID: Y05490100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect Rakesh Sharma as Director | Management | For | Against |
| 4 | Reelect Madhur Bajaj as Director | Management | For | Against |
| 5 | Approve S R B C & CO LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | Against |
| 6 | Reelect Naushad Forbes as Director | Management | For | For |
| 7 | Reelect Anami N. Roy as Director | Management | For | For |
| BAJAJ AUTO LIMITED
MEETING DATE: NOV 20, 2022 |
||||
|
TICKER: 532977
SECURITY ID: Y05490100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Material Related Party Transactions with KTM Sportmotorcycle GmbH | Management | For | For |
| BANCO DE CHILE SA
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: CHILE
SECURITY ID: P0939W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| a | Approve Financial Statements and Statutory Reports | Management | For | For |
| b | Approve Allocation of Income and Dividends of CLP 8.58 Per Share | Management | For | For |
| c.1 | Elect Raul Anaya Elizalde as Director | Management | For | Against |
| c.2 | Elect Hernan Buchi Buc as Director | Management | For | Against |
| c.3 | Elect Jaime Estevez Valencia as Director | Management | For | Against |
| c.4 | Elect Julio Santiago Figueroa as Director | Management | For | Against |
| c.5 | Elect Pablo Granifo Lavin as Director | Management | For | Against |
| c.6 | Elect Andronico Luksic Craig as Director | Management | For | Against |
| c.7 | Elect Jean Paul Luksic Fontbona as Director | Management | For | Against |
| c.8 | Elect Sinead O Connor as Director | Management | For | Against |
| c.9 | Elect Francisco Perez Mackenna as Director | Management | For | Against |
| c.10 | Elect Paul Furst Gwinner as Alternate Director | Management | For | For |
| c.11 | Elect Sandra Marta Guazzotti as Alternate Director | Management | For | For |
| d | Approve Remuneration of Directors | Management | For | For |
| e | Approve Remuneration and Budget of Directors and Audit Committee | Management | For | For |
| f | Appoint Auditors | Management | For | For |
| g | Designate Risk Assessment Companies | Management | For | For |
| h | Present Directors and Audit Committee's Report | Management | None | None |
| i | Receive Report Regarding Related-Party Transactions | Management | None | None |
| j | Other Business | Management | None | None |
| BANCO DEL BAJIO SA, INSTITUCION DE BANCA MULTIPLE
MEETING DATE: AUG 22, 2022 |
||||
|
TICKER: BBAJIOO
SECURITY ID: P1R2ZN117
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Extraordinary Cash Dividends | Management | For | For |
| 2 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| BANCO DEL BAJIO SA, INSTITUCION DE BANCA MULTIPLE
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: BBAJIOO
SECURITY ID: P1R2ZN117
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Report of Audit and Corporate Practices Committee | Management | For | For |
| 1.2 | Approve Board's Opinion on CEO's Report | Management | For | For |
| 1.3 | Approve Auditor's Report | Management | For | For |
| 1.4 | Approve Commissioner's Report | Management | For | For |
| 1.5 | Approve Board's Report on Policies and Accounting Criteria Followed in Preparation of Financial Information | Management | For | For |
| 1.6 | Approve Report on Operations and Activities Undertaken by Board | Management | For | For |
| 2 | Approve Report on Adherence to Fiscal Obligations | Management | For | For |
| 3 | Approve Allocation of Income | Management | For | For |
| 4 | Approve Cash Dividends of MXN 4.06 Per Share | Management | For | For |
| 5 | Set Maximum Amount of Share Repurchase for FY 2023; Approve Board's Report on Share Repurchase for FY 2022 | Management | For | For |
| 6.1a | Elect and/or Ratify Salvador Onate Ascencio as Director | Management | For | For |
| 6.1b | Elect and/or Ratify Gerardo Plascencia Reyes as Alternate Director | Management | For | For |
| 6.1c | Elect and/or Ratify Hector Armando Martinez Martinez as Director | Management | For | For |
| 6.1d | Elect and/or Ratify Alejandro Martinez Martinez as Alternate Director | Management | For | For |
| 6.1e | Elect and/or Ratify Jose Harari Uziel as Director | Management | For | For |
| 6.1f | Elect and/or Ratify Salvador Onate Barron as Director | Management | For | For |
| 6.1g | Elect and/or Ratify Javier Marina Tanda as Alternate Director | Management | For | For |
| 6.1h | Elect and/or Ratify Carlos de la Cerda Serrano as Director | Management | For | For |
| 6.1i | Elect Fabian Federico Uribe Fernandez as Alternate Director | Management | For | For |
| 6.1j | Elect and/or Ratify Edgardo del Rincon Gutierrez as Director | Management | For | For |
| 6.1k | Elect and/or Ratify Joaquin David Dominguez Cuenca as Alternate Director | Management | For | For |
| 6.1l | Elect and/or Ratify Blanca Veronica Casillas Placencia as Director | Management | For | For |
| 6.1m | Elect and/or Ratify Alexis Milo Caraza as Director | Management | For | For |
| 6.1n | Elect and/or Ratify Aldredo Emilio Colin Babio as Director | Management | For | For |
| 6.1o | Elect and/or Ratify Barbara Jean Mair Rowberry as Director | Management | For | For |
| 6.1p | Elect and/or Ratify Dan Ostrosky Shejet as Director | Management | For | For |
| 6.1q | Elect and/or Ratify Elizabeth Marvan Fragoso as Director | Management | For | For |
| 6.1r | Elect and/or Ratify Gabriel Ramirez Fernandez as Director | Management | For | For |
| 6.1s | Elect and/or Ratify Ramon Santoyo Vazquez as Director | Management | For | For |
| 6.1t | Elect and/or Ratify Benjamin Zermeno Padilla as Honorary Director | Management | For | For |
| 6.1u | Elect and/or Ratify Eduardo Gomez Navarro as Honorary Director | Management | For | For |
| 6.1v | Elect and/or Ratify Genaro Carlos Leal Martinez as Honorary Director | Management | For | For |
| 6.1w | Elect and/or Ratify Rolando Uziel Candiotti as Honorary Director | Management | For | For |
| 6.2 | Approve Remuneration of Directors | Management | For | For |
| 7.1a | Elect and/or Ratify Salvador Onate Barron as Board Chairman | Management | For | For |
| 7.1b | Elect and/or Ratify Salvador Onate Ascencio as Honorary and Lifetime Board Chairman | Management | For | For |
| 7.1c | Elect and/or Ratify Blanca Veronica Casillas Placencia as Secretary of Board | Management | For | For |
| 7.1d | Elect and/or Ratify Arturo Rabago Fonseca as Commissioner | Management | For | For |
| 7.1e | Elect and/or Ratify Carlos German Alvarez Cisneros as Alternate Commissioner | Management | For | For |
| 8 | Elect and/or Ratify Gabriel Ramirez Fernandez as Chairman of Audit and Corporate Practices Committee | Management | For | For |
| 9 | Ratify Amendment to Board of Directors Regulations | Management | For | Against |
| 10 | Authorize Joaquin David Dominguez Cuenca and/or Blanca Veronica Casillas Placencia to Ratify and Execute Approved Resolutions | Management | For | For |
| BANCO DO BRASIL SA
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: BBAS3
SECURITY ID: P11427112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Authorize Capitalization of Reserves Without Issuance of Shares and Amend Article 7 Accordingly | Management | For | For |
| 2 | Amend Articles 36 and 37 | Management | For | For |
| 3 | Approve Remuneration of Technology and Innovation Committee Members | Management | For | For |
| 4 | Approve Remuneration of Corporate Sustainability Committee Members | Management | For | For |
| 5 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| BANCO DO BRASIL SA
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: BBAS3
SECURITY ID: P11427112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Kelly Tatiane Martins Quirino as Director (Employee Representative) | Management | For | Against |
| 1.2 | Elect Tarciana Paula Gomes Medeiros as Director (Company's President) | Management | For | Against |
| 1.3 | Elect Elisa Vieira Leonel as Director | Management | For | Against |
| 1.4 | Elect Marcelo Gasparino da Silva as Independent Director as Minority Representative Under Majority Board Election | Shareholder | None | For |
| 1.5 | Elect Robert Juenemann as Independent Director as Minority Representative Under Majority Board Election | Shareholder | None | For |
| 1.6 | Elect Analize Lenzi Ruas de Almeida as Director | Management | For | Against |
| 1.7 | Elect Director | Management | For | Abstain |
| 1.8 | Elect Director | Management | For | Abstain |
| 2 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 3.1 | Percentage of Votes to Be Assigned - Elect Kelly Tatiane Martins Quirino as Director (Employee Representative) | Management | None | Abstain |
| 3.2 | Percentage of Votes to Be Assigned - Elect Tarciana Paula Gomes Medeiros as Director (Company's President) | Management | None | Abstain |
| 3.3 | Percentage of Votes to Be Assigned - Elect Elisa Vieira Leonel as Director | Management | None | Abstain |
| 3.4 | Percentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Independent Director as Minority Representative Under Majority Board Election | Shareholder | None | Abstain |
| 3.5 | Percentage of Votes to Be Assigned - Elect Robert Juenemann as Director as Independent Minority Representative Under Majority Board Election | Shareholder | None | Abstain |
| 3.6 | Percentage of Votes to Be Assigned - Elect Analize Lenzi Ruas de Almeida as Director | Management | None | Abstain |
| 3.7 | Percentage of Votes to Be Assigned - Elect Director | Management | None | Abstain |
| 3.8 | Percentage of Votes to Be Assigned - Elect Director | Management | None | Abstain |
| 4 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 5 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 6.1 | Elect Gileno Gurgeao Barreto as Fiscal Council Member and Antonio Emilio Bastos Freire as Alternate as Minority Representative Under Majority Fiscal Council Election | Shareholder | None | For |
| 6.2 | Elect Fernando Florencio Campos as Fiscal Council Member and Andriei Jose Beber as Alternate as Minority Representative Under Majority Fiscal Council Election | Shareholder | None | For |
| 6.3 | Elect Fiscal Council Member and Alternate | Management | For | Abstain |
| 6.4 | Elect Fiscal Council Member and Alternate | Management | For | Abstain |
| 6.5 | Elect Fiscal Council Member and Alternate | Management | For | Abstain |
| 7 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 8 | Approve Allocation of Income and Dividends | Management | For | For |
| 9 | Approve Remuneration of Company's Management | Management | For | For |
| 10 | Approve Remuneration of Fiscal Council Members | Management | For | For |
| 11 | Approve Remuneration of Audit Committee Members | Management | For | For |
| 12 | Approve Remuneration of Risk and Capital Committee Members | Management | For | For |
| 13 | Approve Remuneration of People, Remuneration, and Eligibility Committee Members | Management | For | For |
| 14 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| BANK ALBILAD
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: 1140
SECURITY ID: M1637E104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Board Report on Company Operations for FY 2022 | Management | For | For |
| 2 | Approve Auditors' Report on Company Financial Statements for FY 2022 | Management | For | For |
| 3 | Accept Financial Statements and Statutory Reports for FY 2022 | Management | For | For |
| 4 | Ratify Auditors and Fix Their Remuneration for Q2, Q3 and Annual Statement of FY 2023 and Q1 of FY 2024 | Management | For | For |
| 5 | Approve Discharge of Directors for FY 2022 | Management | For | For |
| 6 | Approve Interim Dividends Semi Annually or Quarterly for FY 2023 | Management | For | For |
| 7 | Approve Remuneration of Directors of SAR 3,200,000 for FY 2022 | Management | For | For |
| 8 | Approve Dividends of SAR 0.5 per Share for FY 2022 | Management | For | For |
| 9 | Approve Authorization of the Board Regarding Future Related Party Transactions According to Paragraph 1 of Article 27 of Companies Law | Management | For | For |
| 10 | Approve Authorization of the Board Regarding Future Related Party Transactions According to Paragraph 2 of Article 27 of Companies Law | Management | For | For |
| 11 | Approve Employee Stock Incentive program and Authorize Board to Determine its Conditions and Allocation Price for Each Share | Management | For | Against |
| 12 | Authorize Share Repurchase Program up to 5,000,000 Shares as Treasury Shares to be Allocated to Employees Incentive Shares Program and Authorize the Board to Ratify and Execute the Approved Resolution | Management | For | Against |
| 13 | Amend Remuneration Policy of Board Members, Committees, and Senior Executive Management | Management | For | For |
| BANK OF CHINA LIMITED
MEETING DATE: DEC 19, 2022 |
||||
|
TICKER: 3988
SECURITY ID: Y0698A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jia Xiangsen as Supervisor | Management | For | For |
| 2 | Approve Remuneration Distribution Plan for Chairman of the Board of Directors and Executive Directors | Management | For | For |
| 3 | Approve Remuneration Distribution Plan for Chairperson of the Board of Supervisors | Management | For | For |
| 4 | Approve Application for Special Outbound Donation Limit for Targeted Support | Management | For | For |
| 5 | Approve Application for Special Outbound Donation Limit | Management | For | For |
| 6 | Elect Zhang Yong as Director | Shareholder | For | For |
| BANK OF CHINA LIMITED
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: 3988
SECURITY ID: Y0698A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ge Haijiao as Director | Management | For | For |
| 2 | Approve Fixed Asset Investment Budget | Management | For | For |
| 3 | Approve Remuneration Distribution Plan for External Supervisors | Management | For | For |
| BANK OF CHINA LIMITED
MEETING DATE: JUN 30, 2023 |
||||
|
TICKER: 3988
SECURITY ID: Y0698A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board of Directors | Management | For | For |
| 2 | Approve Work Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Annual Financial Report | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve PricewaterhouseCoopers Zhong Tian LLP as Domestic Auditor and External Auditor of Internal Control Audit and PricewaterhouseCoopers as International Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Elect Shi Yongyan as Director | Management | For | For |
| 7 | Elect Liu Hui as Director | Management | For | For |
| 8 | Approve Bond Issuance Plan | Management | For | For |
| 9 | Approve Issuance of Capital Instruments | Management | For | For |
| BANK OF COMMUNICATIONS CO., LTD.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: 3328
SECURITY ID: Y06988102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association and Authorize Board to Delegate Authority to the Chairman to Deal With All Related Matters | Management | For | Against |
| 2 | Amend Rules and Procedures Regarding General Meetings of Shareholders and Authorize Board to Delegate Authority to the Chairman to Deal With All Related Matters | Management | For | Against |
| 3 | Amend Rules and Procedures Regarding Meetings of Board of Directors and Authorize Board to Delegate Authority to the Chairman to Deal With All Related Matters | Management | For | Against |
| 4 | Amend Rules and Procedures Regarding Meetings of Board of Supervisors and Authorize Board to Delegate Authority to the Chairman to Deal With All Related Matters | Management | For | Against |
| BANK OF COMMUNICATIONS CO., LTD.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: 3328
SECURITY ID: Y06988102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association and Authorize Board to Delegate Authority to the Chairman to Deal With All Related Matters | Management | For | Against |
| BANK OF COMMUNICATIONS CO., LTD.
MEETING DATE: MAR 01, 2023 |
||||
|
TICKER: 3328
SECURITY ID: Y06988102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Yin Jiuyong as Director | Management | For | For |
| 2 | Elect Zhou Wanfu as Director | Management | For | For |
| 3 | Approve Remuneration Plan of the Directors of the Bank for the Year 2021 | Management | For | For |
| 4 | Approve Remuneration Plan of the Supervisors of the Bank for the Year 2021 | Management | For | For |
| BB SEGURIDADE PARTICIPACOES SA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: BBSE3
SECURITY ID: P1R1WJ103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Marisa Reghini Ferreira Mattos as Director (Appointed by Banco do Brasil) | Management | For | Against |
| 1.2 | Elect Daniel Alves Maria as Director (Appointed by Banco do Brasil) | Management | For | Against |
| 1.3 | Elect Gilberto Lourenco da Aparecida as Independent Director (Appointed by Banco do Brasil) | Management | For | For |
| 1.4 | Elect Ullisses Christian Silva Assis as Director (CEO of BB Seguridade) | Management | For | Against |
| 1.5 | Elect Bruno Silva Dalcolmo as Director (Appointed by Uniao) | Management | For | Against |
| 1.6 | Elect Marcos Rogerio de Souza as Director (Appointed by Uniao) | Management | For | Against |
| 1.7 | Elect Maria Carolina Ferreira Lacerda as Director as Minority Representative Under Majority Board Election | Shareholder | None | For |
| 2 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 3.1 | Percentage of Votes to Be Assigned - Elect Marisa Reghini Ferreira Mattos as Director (Appointed by Banco do Brasil) | Management | None | Abstain |
| 3.2 | Percentage of Votes to Be Assigned - Elect Daniel Alves Maria as Director (Appointed by Banco do Brasil) | Management | None | Abstain |
| 3.3 | Percentage of Votes to Be Assigned - Elect Gilberto Lourenco da Aparecida as Independent Director (Appointed by Banco do Brasil) | Management | None | Abstain |
| 3.4 | Percentage of Votes to Be Assigned - Elect Ullisses Christian Silva Assis as Director (CEO of BB Seguridade) | Management | None | Abstain |
| 3.5 | Percentage of Votes to Be Assigned - Elect Bruno Silva Dalcolmo as Director (Appointed by Uniao) | Management | None | Abstain |
| 3.6 | Percentage of Votes to Be Assigned - Elect Marcos Rogerio de Souza as Director (Appointed by Uniao) | Management | None | Abstain |
| 3.7 | Percentage of Votes to Be Assigned - Elect Maria Carolina Ferreira Lacerda as Director as Minority Representative Under Majority Board Election | Shareholder | None | Abstain |
| 4 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 5 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 6 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 7 | Approve Allocation of Income and Dividends | Management | For | For |
| 8 | Approve Remuneration of Company's Management | Management | For | For |
| 9 | Approve Remuneration of Directors | Management | For | For |
| 10 | Approve Remuneration of Fiscal Council Members | Management | For | For |
| 11 | Approve Remuneration of Audit Committee, Risk and Capital Committee, and Independent Member of the Related Party Transactions Committee | Management | For | For |
| 12 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| BEIJING ENTERPRISES HOLDINGS LIMITED
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: 392
SECURITY ID: Y07702122
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Elect Dai Xiaofeng as Director | Management | For | For |
| 3.2 | Elect Tam Chun Fai as Director | Management | For | For |
| 3.3 | Elect Wu Jiesi as Director | Management | For | For |
| 3.4 | Elect Chan Man Ki Maggie as Director | Management | For | For |
| 3.5 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve Ernst & Young as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| BHARAT ELECTRONICS LIMITED
MEETING DATE: AUG 30, 2022 |
||||
|
TICKER: 500049
SECURITY ID: Y0881Q141
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend and Declare Final Dividend | Management | For | For |
| 3 | Reelect Rajasekhar M V as Director | Management | For | For |
| 4 | Elect Parthasarathi P V as Director | Management | For | For |
| 5 | Elect Mansukhbhai S Khachariya as Director | Management | For | For |
| 6 | Elect Prafulla Kumar Choudhury as Director | Management | For | For |
| 7 | Elect Shivnath Yadav as Director | Management | For | For |
| 8 | Elect Santhoshkumar N as Director | Management | For | For |
| 9 | Elect Gokulan B as Director | Management | For | For |
| 10 | Elect Shyama Singh as Director | Management | For | For |
| 11 | Elect Bhanu Prakash Srivastava as Director | Management | For | For |
| 12 | Elect Binoy Kumar Das as Director | Management | For | Against |
| 13 | Approve Remuneration of Cost Auditors | Management | For | For |
| 14 | Increase Authorized Share Capital | Management | For | For |
| 15 | Amend Articles of Association - Equity-Related | Management | For | For |
| 16 | Approve Issuance of Bonus Shares | Management | For | For |
| BHARAT ELECTRONICS LIMITED
MEETING DATE: DEC 23, 2022 |
||||
|
TICKER: 500049
SECURITY ID: Y0881Q141
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Manoj Jain as Director and Approve Appointment of Manoj Jain as Director (Research & Development) | Management | For | For |
| BIM BIRLESIK MAGAZALAR AS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BIMAS.E
SECURITY ID: M2014F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting, Elect Presiding Council of Meeting and Authorize Presiding Council to Sign Minutes of Meeting | Management | For | For |
| 2 | Accept Board Report | Management | For | For |
| 3 | Accept Audit Report | Management | For | For |
| 4 | Accept Financial Statements | Management | For | For |
| 5 | Approve Discharge of Board | Management | For | For |
| 6 | Approve Allocation of Income | Management | For | For |
| 7 | Elect Directors and Approve Their Remuneration | Management | For | For |
| 8 | Grant Permission for Board Members to Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose in Accordance with Articles 395 and 396 of Turkish Commercial Law | Management | For | For |
| 9 | Receive Information on Share Repurchase Program | Management | None | None |
| 10 | Receive Information on Donations Made in 2022 | Management | None | None |
| 11 | Receive Information on Guarantees, Pledges and Mortgages Provided to Third Parties | Management | None | None |
| 12 | Ratify External Auditors | Management | For | For |
| 13 | Wishes | Management | None | None |
| BOSIDENG INTERNATIONAL HOLDINGS LIMITED
MEETING DATE: AUG 22, 2022 |
||||
|
TICKER: 3998
SECURITY ID: G12652106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Elect Gao Xiaodong as Director | Management | For | Against |
| 3.2 | Elect Dong Binggen as Director | Management | For | For |
| 3.3 | Elect Ngai Wai Fung as Director | Management | For | For |
| 3.4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve KPMG as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Amend Existing Amended and Restated Articles of Association and Adopt New Amended and Restated Articles of Association | Management | For | For |
| BRADESPAR SA
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: BRAP4
SECURITY ID: P1808W104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Wilfredo Joao Vicente Gomes as Director Appointed by Preferred Shareholder | Shareholder | None | Did Not Vote |
| 2 | In Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes? | Management | None | Did Not Vote |
| 3 | Elect Marcos Aurelio Pamplona da Silva as Fiscal Council Member and Manoel Jose da Cunha Junior as Alternate Appointed by Preferred Shareholder | Shareholder | None | Did Not Vote |
| C&D INTERNATIONAL INVESTMENT GROUP LIMITED
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: 1908
SECURITY ID: G3165D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Tian Meitan as Director | Management | For | For |
| 4 | Elect Peng Yong as Director | Management | For | For |
| 5 | Elect Huang Wenzhou as Director | Management | For | For |
| 6 | Elect Wang Wenhuai as Director | Management | None | None |
| 7 | Elect Dai Yiyi as Director | Management | For | For |
| 8 | Elect Wong Chi Wai as Director | Management | For | For |
| 9 | Elect Wong Tat Yan, Paul as Director | Management | For | For |
| 10 | Elect Chan Chun Yee as Director | Management | For | For |
| 11 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 12 | Approve Grant Thornton Hong Kong Limited as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 13 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 14 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 15 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 16 | Amend Memorandum and Articles of Association and Adopt Amended and Restated Memorandum and Articles of Association | Management | For | Against |
| 17 | Elect Lin Weiguo as Director | Management | For | For |
| 18 | Elect Zheng Yongda as Director | Management | For | For |
| CATCHER TECHNOLOGY CO., LTD.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: 2474
SECURITY ID: Y1148A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| CELCOMDIGI BHD.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: 6947
SECURITY ID: Y2070F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Vimala V.R. Menon as Director | Management | For | For |
| 2 | Elect Azmil Zahruddin Raja Abdul Aziz as Director | Management | For | For |
| 3 | Elect Jorgen Christian Arentz Rostrup as Director | Management | For | For |
| 4 | Elect Shridhir Sariputta Hansa Wijayasuriya as Director | Management | For | For |
| 5 | Elect Vivek Sood as Director | Management | For | For |
| 6 | Elect Rita Skjaervik as Director | Management | For | For |
| 7 | Elect Abdul Farid Alias as Director | Management | For | For |
| 8 | Elect Khatijah Shah Mohamed as Director | Management | For | For |
| 9 | Approve Directors' Fees and Benefits | Management | For | For |
| 10 | Approve Ernst & Young PLT as Auditors and Authorize Board to Fix Their Remuneration | Management | For | Against |
| 11 | Approve Renewal of Shareholders' Mandate for Recurrent Related Party Transactions between CelcomDigi Berhad and Telenor ASA and its Subsidiaries | Management | For | For |
| 12 | Approve Renewal of Shareholders' Mandate for Recurrent Related Party Transactions between CelcomDigi Group and Axiata Group Berhad and its Subsidiaries | Management | For | For |
| 13 | Approve Renewal of Shareholders' Mandate for Recurrent Related Party Transactions between CelcomDigi Group and Khazanah Nasional Berhad and its Related Entities | Management | For | For |
| 14 | Approve Renewal of Shareholders' Mandate for Recurrent Related Party Transactions between CelcomDigi Group and Digital Nasional Berhad | Management | For | For |
| 15 | Approve Renewal of Shareholders' Mandate for Recurrent Related Party Transactions between CelcomDigi Group and Telekom Malaysia Berhad and its Subsidiaries | Management | For | For |
| 1 | Adopt New Constitution | Management | For | For |
| CHEIL WORLDWIDE, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: 030000
SECURITY ID: Y1296G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Kang Woo-young as Inside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Management | For | Against |
| CHICONY ELECTRONICS CO., LTD.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: 2385
SECURITY ID: Y1364B106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report, Financial Statements and Profit Distribution | Management | For | For |
| 2 | Approve Amendments to Rules and Procedures Regarding Shareholder's General Meeting | Management | For | For |
| CHINA CINDA ASSET MANAGEMENT CO., LTD.
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: 1359
SECURITY ID: Y1R34V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance Plan of Tier-2 Capital Bonds | Management | For | For |
| CHINA CINDA ASSET MANAGEMENT CO., LTD.
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: 1359
SECURITY ID: Y1R34V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Amendments to Articles of Association | Management | For | Against |
| 2 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | Against |
| 3 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 4 | Amend Rules and Procedures Regarding Meetings of Board of Supervisors | Management | For | For |
| 5 | Elect Liang Qiang as Director | Management | For | For |
| CHINA CINDA ASSET MANAGEMENT CO., LTD.
MEETING DATE: FEB 08, 2023 |
||||
|
TICKER: 1359
SECURITY ID: Y1R34V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Zeng Tianming as Director | Management | For | For |
| 2 | Elect Shi Cuijun as Director | Management | For | For |
| CHINA CINDA ASSET MANAGEMENT CO., LTD.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 1359
SECURITY ID: Y1R34V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Remuneration Settlement Scheme for Directors | Management | For | For |
| 4 | Approve Remuneration Settlement Scheme for Supervisors | Management | For | For |
| 5 | Approve Final Financial Account Plan | Management | For | For |
| 6 | Approve Profit Distribution Plan | Management | For | For |
| 7 | Approve Budget of Investment in Capital Expenditure | Management | For | For |
| 8 | Approve PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 9 | Approve External Donation Plan | Management | For | For |
| 10 | Approve Capital Increase in Cinda Investment | Management | For | For |
| CHINA CITIC BANK CORPORATION LIMITED
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: 998
SECURITY ID: Y1434M116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Administrative Measures on Equity | Management | For | For |
| 2.1 | Elect Zhou Bowen as Director | Management | For | For |
| 2.2 | Elect Wang Huacheng as Director | Management | For | For |
| CHINA CITIC BANK CORPORATION LIMITED
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: 998
SECURITY ID: Y1434M116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Demonstration and Analysis Report on the Issuance of Rights Shares to Existing Shareholders of A Shares | Management | For | For |
| 2 | Authorized Board of Directors and Its Authorized Person(s) to Deal with Relevant Matters in Relation to the Rights Issue | Management | For | For |
| CHINA CITIC BANK CORPORATION LIMITED
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: 998
SECURITY ID: Y1434M116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Demonstration and Analysis Report on the Issuance of Rights Shares to Existing Shareholders of A Shares | Management | For | For |
| 2 | Authorized Board of Directors and Its Authorized Person(s) to Deal with Relevant Matters in Relation to the Rights Issue | Management | For | For |
| CHINA CITIC BANK CORPORATION LIMITED
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 998
SECURITY ID: Y1434M116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report | Management | For | For |
| 2 | Approve Financial Report | Management | For | For |
| 3 | Approve Profit Distribution Plan | Management | For | For |
| 4 | Approve Financial Budget Plan | Management | For | For |
| 5 | Approve Special Report of Related Party Transactions | Management | For | For |
| 6.01 | Approve Increase of the Cap of Credit Extension Related Party Transaction with CITIC Group and Its Associations | Management | For | For |
| 6.02 | Approve Application for the Cap of Deposit Business Related Party Transaction with CITIC Group and Its Associations | Management | For | For |
| 7 | Approve Report of the Board of Directors | Management | For | For |
| 8 | Approve Report of the Board of Supervisors | Management | For | For |
| 9 | Elect Song Fangxiu as Director | Management | For | For |
| 10 | Approve Engagement of Accounting Firms and Their Fees | Management | For | For |
| 11 | Approve Report of the Use of Proceeds from the Previous Issuance | Management | For | For |
| 12 | Approve Extension of the Effective Period of the Resolutions in Relation to the Rights Issue | Management | For | For |
| CHINA CITIC BANK CORPORATION LIMITED
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 998
SECURITY ID: Y1434M116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Extension of the Effective Period of the Resolutions in Relation to the Rights Issue | Management | For | For |
| CHINA COAL ENERGY COMPANY LIMITED
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: 1898
SECURITY ID: Y1434L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association | Management | For | Against |
| CHINA COAL ENERGY COMPANY LIMITED
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: 1898
SECURITY ID: Y1434L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.01 | Approve Supplementary Agreement to the Integrated Materials and Services Mutual Provision Framework Agreement, Revision of the Annual Caps and Related Transactions | Management | For | For |
| 1.02 | Approve Supplementary Agreement to the Coal Supply Framework Agreement, Revision of the Annual Caps and Related Transactions | Management | For | For |
| 2 | Amend Articles of Association | Management | For | Against |
| 3.01 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| 3.02 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | Against |
| 3.03 | Amend Regulations on the Connected Transactions | Management | For | For |
| 3.04 | Amend Working Procedures of the Independent Non-executive Directors | Management | For | For |
| CHINA CONSTRUCTION BANK CORPORATION
MEETING DATE: DEC 19, 2022 |
||||
|
TICKER: 939
SECURITY ID: Y1397N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Distribution and Settlement Plan for Directors for the Year 2021 | Management | For | For |
| 2 | Approve Remuneration Distribution and Settlement Plan for Supervisors for the Year 2021 | Management | For | For |
| 3 | Approve Additional Quota for Charitable Donations in 2022 | Management | For | For |
| 4 | Elect Li Lu as Director | Shareholder | For | For |
| CHINA CONSTRUCTION BANK CORPORATION
MEETING DATE: MAR 20, 2023 |
||||
|
TICKER: 939
SECURITY ID: Y1397N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Cui Yong as Director | Management | For | For |
| 2 | Elect Ji Zhihong as Director | Management | For | For |
| CHINA LIFE INSURANCE COMPANY LIMITED
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 2628
SECURITY ID: Y1477R204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Financial Report | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve Remuneration of Directors and Supervisors | Management | For | For |
| 6 | Approve PricewaterhouseCoopers Zhong Tian LLP as PRC Auditor and Auditor for the Form 20-F and PricewaterhouseCoopers as Hong Kong Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Formulation of the Provisional Measures for the Administration of Recovery and Deduction of Performance-based Remuneration of Directors, Supervisors, Senior Management and Personnel in Key Positions | Management | For | For |
| 8 | Approve Agreement for Entrusted Investment and Management and Operating Services with Respect to Alternative Investments with Insurance Funds, Annual Caps and Related Transactions | Management | For | For |
| CHINA OVERSEAS LAND & INVESTMENT LTD.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 688
SECURITY ID: Y15004107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a | Elect Luo Liang as Director | Management | For | For |
| 3b | Elect Zhang Zhichao as Director | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 5 | Approve Ernst & Young as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| CHINA RAILWAY GROUP LIMITED
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 390
SECURITY ID: Y1509D116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Work Report of Independent Directors | Management | For | For |
| 4 | Approve A Share Annual Report and the Abstract, H Share Annual Report and Results Announcement | Management | For | For |
| 5 | Approve Audited Consolidated Financial Statements | Management | For | For |
| 6 | Approve Profit Distribution Plan | Management | For | For |
| 7 | Approve Budget Plan Proposal | Management | For | For |
| 8 | Approve PricewaterhouseCoopers as International Auditor and PricewaterhouseCoopers Zhong Tian LLP as Domestic Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 9 | Approve PricewaterhouseCoopers Zhong Tian LLP as Internal Control Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 10 | Approve Salary (Remuneration, Work Subsidy) of Directors and Supervisors | Management | For | For |
| 11 | Approve Purchase of Liabilities Insurance for Directors, Supervisors and Senior Management | Management | For | For |
| 12 | Approve Provision of External Guarantee by the Company | Management | For | Against |
| 13 | Approve Provision of an Entrusted Loan by China Railway Communications Investment Group Co., Ltd. to China Merchants China Railway Holding Co., Ltd. and Its Subsidiaries | Management | For | For |
| CHINA SHENHUA ENERGY COMPANY LIMITED
MEETING DATE: OCT 28, 2022 |
||||
|
TICKER: 1088
SECURITY ID: Y1504C113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Shareholder Return Plan | Management | For | For |
| 2 | Approve Supplement Agreement to Amend Annual Caps of Daily Balance of Deposits Under the Financial Services Agreement and Revision of Certain Clauses of the Financial Services Agreement | Management | For | Against |
| CHINA SHENHUA ENERGY COMPANY LIMITED
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: 1088
SECURITY ID: Y1504C113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Audited Financial Statements | Management | For | For |
| 4 | Approve Profit Distribution Plan and Final Dividend | Management | For | For |
| 5 | Approve Remuneration of Directors and Supervisors | Management | For | For |
| 6 | Approve Purchase of Liability Insurance for Directors, Supervisors and Senior Management Members and Related Transactions | Management | For | For |
| 7 | Approve KPMG as International Auditors and KPMG Huazhen LLP as PRC Auditors and Authorize Directors' Committee to Fix Their Remuneration | Management | For | For |
| 8 | Approve New Mutual Coal Supply Agreement | Management | For | For |
| 9 | Approve New Mutual Supplies and Services Agreement | Management | For | For |
| 10 | Approve New Financial Services Agreement | Management | For | Against |
| 11 | Approve Amendments to the Existing Non-Competition Agreement and Supplemental Agreement to the Existing Non-Competition Agreement | Management | For | For |
| 12 | Approve Grant of General Mandate to the Board to Repurchase H Shares of the Company | Management | For | For |
| CHINA SHENHUA ENERGY COMPANY LIMITED
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: 1088
SECURITY ID: Y1504C113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Grant of General Mandate to the Board to Repurchase H Shares of the Company | Management | For | For |
| CHINA TAIPING INSURANCE HOLDINGS COMPANY LIMITED
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 966
SECURITY ID: Y1456Z151
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a1 | Elect Xiao Xing as Director | Management | For | For |
| 3a2 | Elect Li Kedong as Director | Management | For | For |
| 3a3 | Elect Zhang Cui as Director | Management | For | For |
| 3a4 | Elect Xie Zhichun as Director | Management | For | For |
| 3b | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| CHINA TOWER CORPORATION LIMITED
MEETING DATE: OCT 10, 2022 |
||||
|
TICKER: 788
SECURITY ID: Y15076105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Fang Xiaobing as Director and Authorize Any Director to Sign a Director's Service Contract with Him | Management | For | For |
| 2 | Elect Dong Chunbo as Director, Authorize Any Director to Sign a Director's Service Contract with Him and Authorize Board to Fix His Remuneration | Management | For | For |
| 3 | Elect Sin Hendrick as Director, Authorize Any Director to Sign a Director's Service Contract with Him and Authorize Board to Fix His Remuneration | Management | For | For |
| CHINA TOWER CORPORATION LIMITED
MEETING DATE: DEC 30, 2022 |
||||
|
TICKER: 788
SECURITY ID: Y15076105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve 2022 Commercial Pricing Agreement and 2022 Service Agreement with China Mobile Communication Company Limited, Proposed Annual Caps and Related Transactions | Management | For | For |
| 2 | Approve 2022 Commercial Pricing Agreement and 2022 Service Agreement with China United Network Communications Corporation Limited, Proposed Annual Caps and Related Transactions | Management | For | For |
| 3 | Approve 2022 Commercial Pricing Agreement and 2022 Service Agreement with China Telecom Corporation Limited, Proposed Annual Caps and Related Transactions | Management | For | For |
| 4 | Approve Measures on Payroll Management | Management | For | For |
| 5 | Approve Interim Administrative Measures on the Remuneration of the Management | Management | For | For |
| 6 | Approve Interim Measures on the Operating Performance Appraisal of the Management | Management | For | For |
| CHINA TOWER CORPORATION LIMITED
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: 788
SECURITY ID: Y15076105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Profit Distribution Proposal and Declaration and Payment of Final Dividend | Management | For | For |
| 3 | Approve KPMG and KPMG Huazhen LLP as International Auditors and Domestic Auditors, Respectively, and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Approve Grant of General Mandate to Issue Domestic or Overseas Debt Financing Instruments Denominated in Local or Foreign Currencies | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Domestic Shares and H Shares and Authorize Board to Increase the Registered Capital and Amend Articles of Association to Reflect Increase in the Registered Capital | Management | For | Against |
| CHINA TOWER CORPORATION LIMITED
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: 788
SECURITY ID: Y15076105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Tang Yongbo as Director and Authorize Any Director to Sign a Director's Service Contract with Him | Management | For | For |
| CHIPBOND TECHNOLOGY CORP.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 6147
SECURITY ID: Y15657102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Issuance of Restricted Stocks | Management | For | For |
| CHUNGHWA TELECOM CO., LTD.
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: 2412
SECURITY ID: Y1613J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| 4 | Approve Release of Restrictions of Competitive Activities of Directors | Management | For | For |
| CITIC LIMITED
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 267
SECURITY ID: Y1639J116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Zhu Hexin as Director | Management | For | For |
| 4 | Elect Xi Guohua as Director | Management | For | For |
| 5 | Elect Liu Zhengjun as Director | Management | For | For |
| 6 | Elect Wang Guoquan as Director | Management | For | For |
| 7 | Elect Yu Yang as Director | Management | For | For |
| 8 | Elect Zhang Lin as Director | Management | For | For |
| 9 | Elect Li Yi as Director | Management | For | For |
| 10 | Elect Yue Xuekun as Director | Management | For | For |
| 11 | Elect Yang Xiaoping as Director | Management | For | For |
| 12 | Elect Francis Siu Wai Keung as Director | Management | For | For |
| 13 | Elect Xu Jinwu as Director | Management | For | For |
| 14 | Elect Anthony Francis Neoh as Director | Management | For | For |
| 15 | Elect Gregory Lynn Curl as Director | Management | For | For |
| 16 | Elect Toshikazu Tagawa as Director | Management | For | For |
| 17 | Approve KPMG as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 19 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 20 | Approve 2023 Financial Assistance Framework Agreement, Proposed Caps and Related Transactions | Management | For | For |
| COAL INDIA LTD.
MEETING DATE: AUG 30, 2022 |
||||
|
TICKER: 533278
SECURITY ID: Y1668L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm First and Second Interim Dividend and Declare Final Dividend | Management | For | For |
| 3 | Reelect Nirupama Kotru as Director | Management | For | For |
| 4 | Approve Remuneration of Cost Auditors | Management | For | For |
| 5 | Amend Articles of Association - Board Related | Management | For | For |
| 6 | Elect Debasish Nanda as Director (Business Development) | Management | For | For |
| 7 | Amend Main Object Clause of Memorandum of Association | Management | For | For |
| COAL INDIA LTD.
MEETING DATE: FEB 12, 2023 |
||||
|
TICKER: 533278
SECURITY ID: Y1668L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Appointment of Mukesh Choudhary as Whole Time Director to Function as Director (Marketing) | Management | For | Against |
| COUPANG, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CPNG
SECURITY ID: 22266T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bom Kim | Management | For | Against |
| 1b | Elect Director Neil Mehta | Management | For | Against |
| 1c | Elect Director Jason Child | Management | For | For |
| 1d | Elect Director Pedro Franceschi | Management | For | For |
| 1e | Elect Director Benjamin Sun | Management | For | Against |
| 1f | Elect Director Ambereen Toubassy | Management | For | For |
| 1g | Elect Director Kevin Warsh | Management | For | Against |
| 2 | Ratify Samil PricewaterhouseCoopers as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CPFL ENERGIA SA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: CPFE3
SECURITY ID: P3179C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Fix Number of Directors at Seven | Management | For | For |
| 4 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 5 | Approve Classification of Marcelo Amaral Moraes and Antonio Kandir as Independent Directors | Management | For | For |
| 6 | Allow Antonio Kandir to Be Involved in Other Companies | Management | For | For |
| 7.1 | Elect Daobiao Chen as Director | Management | For | Against |
| 7.2 | Elect Yuehui Pan as Director | Management | For | Against |
| 7.3 | Elect Gustavo Estrella as Director | Management | For | Against |
| 7.4 | Elect Marcelo Amaral Moraes as Independent Director | Management | For | For |
| 7.5 | Elect Antonio Kandir as Independent Director | Management | For | For |
| 7.6 | Elect Zhao Yumeng as Director | Management | For | Against |
| 7.7 | Elect Liu Yanli as Director | Management | For | Against |
| 8 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 9.1 | Percentage of Votes to Be Assigned - Elect Daobiao Chen as Director | Management | None | Abstain |
| 9.2 | Percentage of Votes to Be Assigned - Elect Yuehui Pan as Director | Management | None | Abstain |
| 9.3 | Percentage of Votes to Be Assigned - Elect Gustavo Estrella as Director | Management | None | Abstain |
| 9.4 | Percentage of Votes to Be Assigned - Elect Marcelo Amaral Moraes as Independent Director | Management | None | Abstain |
| 9.5 | Percentage of Votes to Be Assigned - Elect Antonio Kandir as Independent Director | Management | None | Abstain |
| 9.6 | Percentage of Votes to Be Assigned - Elect Zhao Yumeng as Director | Management | None | Abstain |
| 9.7 | Percentage of Votes to Be Assigned - Elect Liu Yanli as Director | Management | None | Abstain |
| 10 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 11.1 | Elect Zhang Ran as Fiscal Council Member and Li Ruijuan as Alternate | Management | For | Abstain |
| 11.2 | Elect Vinicius Nishioka as Fiscal Council Member and Luiz Claudio Gomes do Nascimento as Alternate | Management | For | Abstain |
| 12 | Elect Paulo Nobrega Frade as Fiscal Council Member and Marcio Prado as Alternate Appointed by Minority Shareholder | Shareholder | None | For |
| 13 | Approve Remuneration of Company's Management and Fiscal Council | Management | For | For |
| 14 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| CPFL ENERGIA SA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: CPFE3
SECURITY ID: P3179C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles 17, 22 and 39 | Management | For | For |
| 2 | Consolidate Bylaws | Management | For | For |
| 3 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| DB HITEK CO., LTD.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 000990
SECURITY ID: Y3R69A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Financial Statements | Management | For | For |
| 1.2.1 | Approve Appropriation of Income | Management | For | For |
| 1.2.2 | Approve Allocation of Income (KRW 2,417) (Shareholder Proposal) | Shareholder | Against | Against |
| 2.1 | Elect Cho Gi-seok as Inside Director | Management | For | For |
| 2.2 | Elect Yang Seung-ju as Inside Director | Management | For | For |
| 2.3 | Elect Kim Jun-dong as Outside Director | Management | For | For |
| 2.4 | Elect Jeong Ji-yeon as Outside Director | Management | For | For |
| 3.1 | Elect Kim Jun-dong as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Jeong Ji-yeon as a Member of Audit Committee | Management | For | For |
| 4.1 | Elect Bae Hong-gi as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 4.2 | Elect Han Seung-yeop as Outside Director to Serve as an Audit Committee Member (Shareholder Proposal) | Shareholder | Against | Against |
| 5 | Approve Split-Off Agreement | Management | For | For |
| 6.1 | Amend Articles of Incorporation | Management | For | For |
| 6.2 | Amend Articles of Incorporation (Shareholder Proposal) | Shareholder | Against | Against |
| 7 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| DEEPAK NITRITE LIMITED
MEETING DATE: AUG 03, 2022 |
||||
|
TICKER: 506401
SECURITY ID: Y2025H177
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Dividend | Management | For | For |
| 4 | Reelect Ajay C. Mehta as Director | Management | For | Against |
| 5 | Reelect Sanjay Upadhyay as Director | Management | For | Against |
| 6 | Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Remuneration of Cost Auditors | Management | For | For |
| DIGI.COM BERHAD
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: 6947
SECURITY ID: Y2070F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger of Celcom Axiata Berhad and Digi.com Berhad | Management | For | For |
| 2 | Approve Proposed Exemption | Management | For | For |
| DIGI.COM BERHAD
MEETING DATE: FEB 24, 2023 |
||||
|
TICKER: 6947
SECURITY ID: Y2070F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Directors' Fees and Benefits | Management | For | For |
| 2 | Approve New Shareholders' Mandate for Recurrent Related Party Transactions of a Revenue or Trading Nature between Digi.Com Berhad and Its Subsidiaries and Axiata Group Berhad and Its Subsidiaries | Management | For | For |
| 3 | Approve New Shareholders' Mandate for Recurrent Related Party Transactions of a Revenue or Trading Nature between Celcom Axiata Berhad and Its Subsidiaries and Telenor Asia and Its Subsidiaries | Management | For | For |
| 4 | Approve New Shareholders' Mandate for Recurrent Related Party Transactions of a Revenue or Trading Nature between Digi Group And Khazanah Nasional Berhad And Its Related Entities | Management | For | For |
| 5 | Approve New Shareholders' Mandate for Recurrent Related Party Transactions of a Revenue or Trading Nature between Digi Group and Digital Nasional Berhad | Management | For | For |
| 6 | Approve New Shareholders' Mandate for Recurrent Related Party Transactions of a Revenue or Trading Nature between Digi Group and Telekom Malaysia Berhad and Its Subsidiaries | Management | For | For |
| 1 | Approve Change of Company Name | Management | For | For |
| DONGFENG MOTOR GROUP COMPANY LIMITED
MEETING DATE: SEP 29, 2022 |
||||
|
TICKER: 489
SECURITY ID: Y21042109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve 2022 Financing Plan | Management | For | For |
| 2 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| DONGFENG MOTOR GROUP COMPANY LIMITED
MEETING DATE: SEP 29, 2022 |
||||
|
TICKER: 489
SECURITY ID: Y21042109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve 2022 Financing Plan | Management | For | For |
| 2 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| DONGFENG MOTOR GROUP COMPANY LIMITED
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: 489
SECURITY ID: Y21042109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Renewed Master Logistics Services Agreement, Annual Caps and Related Transactions | Management | For | For |
| DONGFENG MOTOR GROUP COMPANY LIMITED
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 489
SECURITY ID: Y21042109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Independent Auditor's Report and Audited Financial Statements | Management | For | For |
| 4 | Approve Profit Distribution Proposal and Authorize Board to Deal with Issues in Relation to the Distribution of Final Dividend | Management | For | For |
| 5 | Authorize Board to Deal with All Issues in Relation to the Distribution of Interim Dividend | Management | For | For |
| 6 | Approve Ernst & Young as International Auditor and Ernst & Young Hua Ming LLP as Domestic Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Remuneration of Directors and Supervisors | Management | For | For |
| 8 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | Against |
| 9 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 10 | Amend Articles of Association | Management | For | For |
| 11 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Domestic Shares and H Shares and Related Transactions | Management | For | Against |
| 12 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| DONGFENG MOTOR GROUP COMPANY LIMITED
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 489
SECURITY ID: Y21042109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| EMAAR PROPERTIES PJSC
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: EMAAR
SECURITY ID: M4025S107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Acquisition of Certain Assets from Dubai Holding LLC by Issuing of Convertible Bonds Up to AED 3,750,000,000, Approve Capital Increase to AED 8,838,789,849 and Authorize the Board or any Authorized Person to Execute the Approved Resolutions | Management | For | For |
| 2 | Approve Sale of Namshi Holding Ltd to Noon AD Holdings Ltd for AED 1,231,860,000 Authorize Chairman or any Authorized Person to Ratify and Execute the Approved Resolutions | Management | For | For |
| 3 | Approve Abolition of the Minimum Contribution of UAE Nationals and GCC Nationals in the Company, and Amend Article 7 of Articles of Association | Management | For | For |
| EMAAR PROPERTIES PJSC
MEETING DATE: APR 17, 2023 |
||||
|
TICKER: EMAAR
SECURITY ID: M4025S107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Board Report on Company Operations and Its Financial Position for FY 2022 | Management | For | For |
| 2 | Approve Auditors' Report on Company Financial Statements for FY 2022 | Management | For | For |
| 3 | Accept Financial Statements and Statutory Reports for FY 2022 | Management | For | For |
| 4 | Approve Dividends of AED 0.25 per Share | Management | For | For |
| 5 | Approve Remuneration of Directors | Management | For | For |
| 6 | Approve Discharge of Directors for FY 2022 | Management | For | For |
| 7 | Approve Discharge of Auditors for FY 2023 | Management | For | For |
| 8 | Appoint Auditors and Fix Their Remuneration for FY 2023 | Management | For | Against |
| 9 | Allow Directors to Engage in Commercial Transactions with Competitors | Management | For | For |
| EMPRESAS CMPC SA
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CMPC
SECURITY ID: P3712V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| a | Approve Financial Statements and Statutory Reports | Management | For | For |
| b | Approve Dividend Distribution of USD 0.08 per Share | Management | For | For |
| c | Receive Dividend Policy and Distribution Procedures | Management | For | For |
| d | Appoint Auditors and Designate Risk Assessment Companies | Management | For | For |
| e | Approve Remuneration of Directors; Approve Remuneration and Budget of Directors' Committee | Management | For | For |
| f | Receive Report Regarding Related-Party Transactions | Management | For | For |
| g | Other Business | Management | For | Against |
| ENKA INSAAT VE SANAYI AS
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: ENKAI.E
SECURITY ID: M4055T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Presiding Council of Meeting and Authorize Presiding Council to Sign Meeting Minutes | Management | For | For |
| 2 | Accept Board Report | Management | For | For |
| 3 | Accept Audit Report | Management | For | For |
| 4 | Receive Information on Donations Made in 2022 | Management | None | None |
| 5 | Accept Financial Statements | Management | For | For |
| 6 | Approve Discharge of Board | Management | For | For |
| 7 | Elect Directors | Management | For | Against |
| 8 | Approve Director Remuneration | Management | For | For |
| 9 | Ratify External Auditors | Management | For | For |
| 10 | Approve Allocation of Income | Management | For | For |
| 11 | Receive Information on Guarantees, Pledges and Mortgages Provided to Third Parties | Management | None | None |
| 12 | Authorize Board to Distribute Advance Dividends | Management | For | For |
| 13 | Authorize Board to Distribute Advance Dividends from Different Reserves | Management | For | For |
| 14 | Grant Permission for Board Members to Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose in Accordance with Articles 395 and 396 of Turkish Commercial Law | Management | For | For |
| 15 | Wishes | Management | None | None |
| EXXARO RESOURCES LTD.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: EXX
SECURITY ID: S26949107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Re-elect Zwelibanzi Mntambo as Director | Management | For | For |
| 1.2 | Re-elect Chanda Nxumalo as Director | Management | For | For |
| 1.3 | Elect Nondumiso Medupe as Director | Management | For | For |
| 2.1 | Re-elect Billy Mawasha as Member of the Audit Committee | Management | For | For |
| 2.2 | Elect Nondumiso Medupe as Member of the Audit Committee | Management | For | For |
| 2.3 | Re-elect Chanda Nxumalo as Member of the Audit Committee | Management | For | For |
| 3.1 | Re-elect Geraldine Fraser-Moleketi as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.2 | Re-elect Karin Ireton as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.3 | Re-elect Likhapha Mbatha as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.4 | Re-elect Peet Snyders as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.5 | Elect Nombasa Tsengwa as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.6 | Elect Riaan Koppeschaar as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 4 | Reappoint KPMG Inc. as Auditors with Safeera Loonat as the Designated Audit Partner | Management | For | For |
| 5 | Place Authorised but Unissued Shares under Control of Directors | Management | For | For |
| 6 | Authorise Board to Issue Shares for Cash | Management | For | For |
| 7 | Authorise Ratification of Approved Resolutions | Management | For | For |
| 1 | Approve Non-executive Directors' Fees | Management | For | For |
| 2 | Approve Financial Assistance in Terms of Section 44 of the Companies Act | Management | For | For |
| 3 | Approve Financial Assistance in Terms of Section 45 of the Companies Act | Management | For | For |
| 4 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| 1 | Approve Remuneration Policy | Management | For | For |
| 2 | Approve Implementation of the Remuneration Policy | Management | For | Against |
| FAR EASTERN INTERNATIONAL BANK
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: 2845
SECURITY ID: Y7540U108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Proposal of Private Placement to Issue Common Shares, Preferred Shares, Convertible Bonds or a Combination of Above Securities to Specific Parties | Management | For | Against |
| 4.1 | Elect Mr. Chia Juch Chang with SHAREHOLDER NO.H100070XXX as Independent Director | Shareholder | None | For |
| FAR EASTERN NEW CENTURY CORP.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 1402
SECURITY ID: Y24374103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| FAR EASTONE TELECOMMUNICATIONS CO., LTD.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 4904
SECURITY ID: Y7540C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements (Including Business Report) | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Cash Distribution from Legal Reserve | Management | For | For |
| 4 | Approve Amendments to Procedures Governing the Acquisition or Disposal of Assets | Management | For | For |
| 5 | Amend Procedures for Lending Funds to Other Parties | Management | For | For |
| 6 | Amend Procedures for Endorsement and Guarantees | Management | For | For |
| FIBRA MACQUARIE MEXICO
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FIBRAMQ12
SECURITY ID: P3515D155
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Audited Financial Statements | Management | For | For |
| 2 | Approve Annual Report | Management | For | For |
| 3 | Extend Share Repurchase for Additional Year; Set Maximum Amount for Share Repurchase | Management | For | For |
| 4 | Ratify Alvaro de Garay Arellano as Independent Member of Technical Committee | Management | For | For |
| 5 | Ratify Luis Alberto Aziz Checa as Independent Member of Technical Committee | Management | For | For |
| 6 | Ratify Jaime Eugenio de la Garza Diaz as Independent Member of Technical Committee | Management | For | For |
| 7 | Ratify Michael Brennan as Independent Member of Technical Committee | Management | For | For |
| 8 | Ratify Sara Neff as Independent Member of Technical Committee | Management | For | For |
| 9 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| FORMOSA PLASTICS CORP.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: 1301
SECURITY ID: Y26095102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| FOXCONN TECHNOLOGY CO., LTD.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 2354
SECURITY ID: Y3002R105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report and Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| 4 | Approve Release of Restrictions of Competitive Activities of Directors | Management | For | For |
| GAIL (INDIA) LIMITED
MEETING DATE: NOV 12, 2022 |
||||
|
TICKER: 532155
SECURITY ID: Y2R78N114
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ayush Gupta as Director - Human Resources (HR) | Management | For | For |
| 2 | Approve Appointment of Sandeep Kumar Gupta as Chairman and Managing Director | Management | For | For |
| GAZPROM PJSC
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: GAZP
SECURITY ID: X3123F106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Interim Dividends of RUB 51.03 per Share for First Six Months of Fiscal 2022 | Management | For | For |
| GIGABYTE TECHNOLOGY CO., LTD.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: 2376
SECURITY ID: Y2711J107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| 4 | Approve Issuance of Employee Restricted Stock Awards | Management | For | For |
| 5.1 | Elect Li-Chen Lin with SHAREHOLDER NO.E200978XXX as Independent Director | Management | For | For |
| 5.2 | Elect Peng-Huang Peng with SHAREHOLDER NO.J120567XXX as Independent Director | Management | For | For |
| 6 | Approve Release of Restrictions of Competitive Activities of Newly Appointed Directors | Management | For | For |
| GLOBAL UNICHIP CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: 3443
SECURITY ID: Y2724H114
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| 3 | Amend Procedures Governing the Acquisition or Disposal of Assets | Management | For | For |
| 4.1 | Elect Dr. F.C. Tseng, a Representative of TSMC, with SHAREHOLDER NO. 1112, as Non-Independent Director | Management | For | For |
| 4.2 | Elect Dr. Cliff Hou, a Representative of TSMC, with SHAREHOLDER NO. 1112, as Non-Independent Director | Management | For | For |
| 4.3 | Elect Wendell Huang, a Representative of TSMC, with SHAREHOLDER NO. 1112, as Non-Independent Director | Management | For | For |
| 4.4 | Elect Dr. Sean Tai, a Representative of TSMC, with SHAREHOLDER NO. 1112, as Non-Independent Director | Management | For | For |
| 4.5 | Elect Dr. Kenneth Kin, with ID No. F102831XXX, as Independent Director | Management | For | For |
| 4.6 | Elect Jesse Ding, with ID No. A100608XXX, as Independent Director | Management | For | For |
| 4.7 | Elect Huang Tsui Hui, with ID No. A223202XXX, as Independent Director | Management | For | For |
| 4.8 | Elect Dr.Cheng Wen Wu, with ID NO.D120021XXX, as Independent Director | Management | For | For |
| 4.9 | Elect Dr.Ho Min Chen, with ID NO.Q120046XXX, as Independent Director | Management | For | For |
| 5 | Approve Release of Restrictions of Competitive Activities of Directors | Management | For | For |
| GRUPO AEROPORTUARIO DEL CENTRO NORTE SAB DE CV
MEETING DATE: NOV 30, 2022 |
||||
|
TICKER: OMAB
SECURITY ID: P49530101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report on Share Purchase Agreement Entered into Among Shareholders of Company Dated July 31, 2022 | Management | For | For |
| 2 | Receive Report on Resignation of Members and Chairman of Board of Directors | Management | For | For |
| 3 | Information on Election of Three Directors Designated by Series BB Shareholders | Management | None | None |
| 4.a | Elect Eric Delobel as Director Representing Series B Shareholders | Management | For | For |
| 4.b | Elect Pierre-Hughes Schmit as Director Representing Series B Shareholders | Management | For | For |
| 4.c | Elect Emmanuelle Huon as Director Representing Series B Shareholders | Management | For | For |
| 5.a | Elect Nicolas Notebaert as Board Chairman | Management | For | For |
| 5.b | Ratify Adriana Diaz Galindo (Non-Member) as Board Secretary | Management | For | For |
| 6 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GRUPO AEROPORTUARIO DEL CENTRO NORTE SAB DE CV
MEETING DATE: FEB 13, 2023 |
||||
|
TICKER: OMAB
SECURITY ID: P49530101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Special Dividends of up to MXN 1.45 Billion | Management | For | For |
| 2 | Appoint Legal Representatives | Management | For | For |
| GRUPO AEROPORTUARIO DEL CENTRO NORTE SAB DE CV
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: OMAB
SECURITY ID: P49530101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Present Board of Directors' Reports in Compliance with Article 28, Section IV (D and E) of Stock Market Law | Management | For | For |
| 2 | Present CEO and External Auditor Report in Compliance with Article 28, Section IV (B) of Stock Market Law | Management | For | For |
| 3 | Present Board of Directors' Reports in Accordance with Article 28, Section IV (A and C) of Stock Market Law Including Tax Report | Management | For | For |
| 4 | Approve Allocation of Income, Reserve Increase, Set Aggregate Nominal Amount of Share Repurchase and Dividends of MXN 2.3 Billion | Management | For | For |
| 5 | Information on Election or Ratification of Three Directors and Their Alternates of Series BB Shareholders | Management | None | None |
| 6.a | Ratify and Elect Eric Delobel as Director of Series B Shareholders; Verify Independence Classification of Director | Management | For | For |
| 6.b | Ratify and Elect Pierre-Hugues Schmit as Director of Series B Shareholders; Verify Independence Classification of Director | Management | For | For |
| 6.c | Ratify and Elect Emmanuelle Huon as Director of Series B Shareholders; Verify Independence Classification of Director | Management | For | For |
| 6.d | Ratify and Elect Ricardo Maldonado Yanez as Director of Series B Shareholders; Verify Independence Classification of Director | Management | For | For |
| 6.e | Ratify and Elect Alejandro Ortega Aguayo as Director of Series B Shareholders; Verify Independence Classification of Director | Management | For | For |
| 6.f | Ratify and Elect Federico Patino Marquez as Director of Series B Shareholders; Verify Independence Classification of Director | Management | For | For |
| 6.g | Ratify and Elect Martin Werner Wainfeld as Director of Series B Shareholders; Verify Independence Classification of Director | Management | For | For |
| 6.h | Ratify and Elect Luis Ignacio Solorzano Aizpuru as Director of Series B Shareholders; Verify Independence Classification of Director | Management | For | For |
| 7.a | Ratify and/or Elect Nicolas NOTEBAERT as Board Chairman | Management | For | For |
| 7.b | Ratify and/or Elect Adriana Diaz Galindo as Secretary (Non-Member) of Board | Management | For | For |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9.a | Ratify and/or Elect Alejandro Ortega Aguayo as Chairman of Audit Committee | Management | For | For |
| 9.b | Ratify and/or Elect Ricardo Maldonado as Chairman of Committee of Corporate Practices, Finance, Planning and Sustainability | Management | For | For |
| 10 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GRUPO DE INVERSIONES SURAMERICANA SA
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: GRUPOSURA
SECURITY ID: P4950L132
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Verify Quorum | Management | None | None |
| 2 | Approve Meeting Agenda | Management | For | For |
| 3 | Elect Chairman and Secretary of Meeting | Management | For | For |
| 4 | Elect Meeting Approval Committee | Management | For | For |
| 5 | Elect Committee to Verify the Ballots | Management | For | For |
| 6 | Elect Directors | Management | For | Against |
| GS HOLDINGS CORP.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 078930
SECURITY ID: Y2901P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Approve Terms of Retirement Pay | Management | For | For |
| 3.1 | Elect Heo Tae-su as Inside Director | Management | For | For |
| 3.2 | Elect Hong Soon-gi as Inside Director | Management | For | For |
| 3.3 | Elect Heo Yeon-su as Non-Independent Non-Executive Director | Management | For | For |
| 3.4 | Elect Han Deok-cheol as Outside Director | Management | For | For |
| 4 | Elect Han Deok-cheol as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| GUANGZHOU AUTOMOBILE GROUP CO., LTD.
MEETING DATE: OCT 14, 2022 |
||||
|
TICKER: 2238
SECURITY ID: Y2R318121
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Provision of Entrusted Loans and Other Financial Assistance to Joint Ventures and Associates | Management | For | Against |
| GUANGZHOU AUTOMOBILE GROUP CO., LTD.
MEETING DATE: JAN 20, 2023 |
||||
|
TICKER: 2238
SECURITY ID: Y2R318121
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Change in Registered Capital and Amendment of Articles of Association | Management | For | For |
| 2 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| 3 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 4 | Amend Working Rules for Independent Directors | Management | For | For |
| 5 | Amend Decision-Making Management Rules of Related Party Transactions | Management | For | For |
| 6 | Approve Fourth Share Option Incentive Scheme (Draft) and Its Summary | Management | For | For |
| 7 | Approve Appraisal Management Measures for Implementation of the Fourth Share Option Incentive Scheme | Management | For | For |
| 8 | Approve Grant of Mandate to the Board and Its Authorized Person to Deal with All Matters Relating to Fourth Share Option Incentive Scheme | Management | For | For |
| GUANGZHOU AUTOMOBILE GROUP CO., LTD.
MEETING DATE: JAN 20, 2023 |
||||
|
TICKER: 2238
SECURITY ID: Y2R318121
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Fourth Share Option Incentive Scheme (Draft) and Its Summary | Management | For | For |
| 2 | Approve Appraisal Management Measures for Implementation of the Fourth Share Option Incentive Scheme | Management | For | For |
| 3 | Approve Grant of Mandate to the Board and Its Authorized Person to Deal with All Matters Relating to Fourth Share Option Incentive Scheme | Management | For | For |
| GUANGZHOU BAIYUNSHAN PHARMACEUTICAL HOLDINGS COMPANY LIMITED
MEETING DATE: DEC 16, 2022 |
||||
|
TICKER: 874
SECURITY ID: Y2932P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Application for Registration and Issuance of Medium-Term Notes | Management | For | For |
| 2 | Approve Asset-Backed Securitization of Accounts Receivable | Management | For | For |
| 3 | Approve Settlement of Partial Proceeds Invested in Projects and Permanent Replenishment of Working Capital from the Remaining Proceeds | Management | For | For |
| H WORLD GROUP LTD.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 1179
SECURITY ID: 44332N106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Deloitte Touche Tohmatsu Certified Public Accountants LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| HACI OMER SABANCI HOLDING AS
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: SAHOL.E
SECURITY ID: M8223R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting and Elect Presiding Council of Meeting | Management | For | For |
| 2 | Accept Board Report | Management | For | For |
| 3 | Accept Audit Report | Management | For | For |
| 4 | Accept Financial Statements | Management | For | For |
| 5 | Approve Discharge of Board | Management | For | For |
| 6 | Approve Allocation of Income | Management | For | For |
| 7 | Elect Directors | Management | For | Against |
| 8 | Approve Director Remuneration | Management | For | For |
| 9 | Ratify External Auditors | Management | For | For |
| 10 | Receive Information on Donations Made in 2022 | Management | None | None |
| 11 | Approve Upper Limit of Donations for 2023 | Management | For | Against |
| 12 | Approve Share Repurchase Program | Management | For | For |
| 13 | Grant Permission for Board Members to Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose in Accordance with Articles 395 and 396 of Turkish Commercial Law | Management | For | For |
| HAIER SMART HOME CO., LTD.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: 6690
SECURITY ID: Y298BN100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Annual Report and Annual Report Summary | Management | For | For |
| 3 | Approve Report on the Work of the Board of Directors | Management | For | For |
| 4 | Approve Report on the Work of the Board of Supervisors | Management | For | For |
| 5 | Approve Audit Report on Internal Control | Management | For | For |
| 6 | Approve Profit Distribution Plan | Management | For | For |
| 7 | Approve Appointment of PRC Accounting Standards Auditors | Management | For | For |
| 8 | Approve Appointment of International Accounting Standards Auditors | Management | For | For |
| 9 | Approve Renewal of the Financial Services Framework Agreement and Its Expected Related-Party Transaction Limit with Haier Group Corporation and Haier Group Finance Co., Ltd. | Management | For | Against |
| 10 | Approve Anticipated Guarantees' Amounts for the Company and Its Subsidiaries | Management | For | For |
| 11 | Approve Conduct of Foreign Exchange Fund Derivatives Business | Management | For | For |
| 12 | Approve Purchase of Liability Insurance for Directors, Supervisors, and Senior Management | Management | For | For |
| 13 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional Issuance of A Shares | Management | For | For |
| 14 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional Issuance of H Shares | Management | For | For |
| 15 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional Issuance of D Shares | Management | For | For |
| 16 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| 17 | Approve Grant of General Mandate to the Board to Repurchase D Shares | Management | For | For |
| 18 | Approve 2023 A Share Core Employee Stock Ownership Plan (Draft) and Its Summary | Shareholder | For | For |
| 19 | Approve 2023 H Share Core Employee Stock Ownership Plan (Draft) and Its Summary | Shareholder | For | For |
| HAIER SMART HOME CO., LTD.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: 6690
SECURITY ID: Y298BN100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| 2 | Approve Grant of General Mandate to the Board to Repurchase D Shares | Management | For | For |
| HDFC ASSET MANAGEMENT COMPANY LIMITED
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: 541729
SECURITY ID: Y3R1AG299
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1b | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Declare Dividend | Management | For | For |
| 3 | Approve that the Vacancy on the Board Not be Filled From the Retirement of Keki Mistry | Management | For | For |
| 4 | Reelect Dhruv Kaji as Director | Management | For | For |
| 5 | Reelect Jairaj Purandare as Director | Management | For | For |
| 6 | Reelect Sanjay Bhandarkar as Director | Management | For | For |
| 7 | Reelect Parag Shah as Director | Management | For | For |
| 8 | Reelect Roshni Nadar Malhotra as Director | Management | For | Against |
| HDFC BANK LIMITED
MEETING DATE: JUN 11, 2023 |
||||
|
TICKER: 500180
SECURITY ID: Y3119P190
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Appointment and Remuneration of Kaizad Bharucha as Whole-Time Deputy Managing Director | Management | For | For |
| 2 | Approve Appointment and Remuneration of Bhavesh Zaveri as Executive Director | Management | For | For |
| HENGAN INTERNATIONAL GROUP COMPANY LIMITED
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: 1044
SECURITY ID: G4402L151
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Ho Kwai Ching Mark as Director | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 5 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 9 | Approve Change of Chinese Name of the Company and Related Transactions | Management | For | For |
| HERO MOTOCORP LIMITED
MEETING DATE: AUG 09, 2022 |
||||
|
TICKER: 500182
SECURITY ID: Y3194B108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend and Declare Final Dividend | Management | For | For |
| 3 | Reelect Vikram Sitaram Kasbekar as Director | Management | For | For |
| 4 | Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Remuneration of Cost Auditors | Management | For | For |
| 6 | Approve Reappointment and Remuneration of Vikram Sitaram Kasbekar as Whole-Time Director Designated as Executive Director - Operations (Plants) | Management | For | For |
| HINDUSTAN AERONAUTICS LTD.
MEETING DATE: DEC 07, 2022 |
||||
|
TICKER: 541154
SECURITY ID: Y3199R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Rajeev Prakash as Government Nominee Director | Management | For | Against |
| 2 | Elect D K Sunil as Director and Approve Appointment and Remuneration of D K Sunil as Whole Time Director Designated as Director (Engineering and R&D) | Management | For | Against |
| HINDUSTAN UNILEVER LIMITED
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: 500696
SECURITY ID: Y3222L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend and Declare Final Dividend | Management | For | For |
| 3 | Reelect Nitin Paranjpe as Director | Management | For | Against |
| 4 | Reelect Dev Bajpai as Director | Management | For | Against |
| 5 | Reelect Ritesh Tiwari as Director | Management | For | Against |
| 6 | Elect Ranjay Gulati as Director | Management | For | For |
| 7 | Elect Rohit Jawa as and Approve Appointment and Remuneration of Rohit Jawa as Whole-time Director | Management | For | For |
| 8 | Approve Appointment and Remuneration of Rohit Jawa as Managing Director & Chief Executive Officer | Management | For | For |
| 9 | Approve Material Related Party Transactions | Management | For | For |
| 10 | Approve Remuneration of Cost Auditors | Management | For | For |
| HON HAI PRECISION INDUSTRY CO., LTD.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 2317
SECURITY ID: Y36861105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Initial Public Offering of Rmb-denominated Ordinary Shares (A Shares) Through Its Subsidiary Shunyun Technology (Zhongshan) Limited on the China Securities Market | Management | For | For |
| 4 | Approve Release of Restrictions of Competitive Activities of Directors | Management | For | For |
| HONG LEONG BANK BERHAD
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: 5819
SECURITY ID: Y36503103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Directors' Fees and Other Benefits | Management | For | For |
| 2 | Elect Tan Kong Khoon as Director | Management | For | Against |
| 3 | Elect Md Hamzah bin Md Kassim as Director | Management | For | For |
| 4 | Elect Lau Souk Huan as Director | Management | For | For |
| 5 | Elect Cheong Soo Ching as Director | Management | For | For |
| 6 | Elect Fa'izah binti Mohamed Amin as Director | Management | For | For |
| 7 | Approve PricewaterhouseCoopers PLT as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 9 | Approve Renewal of Shareholders' Mandate for Recurrent Related Party Transactions | Management | For | For |
| HYUNDAI MARINE & FIRE INSURANCE CO., LTD.
MEETING DATE: MAR 17, 2023 |
||||
|
TICKER: 001450
SECURITY ID: Y3842K104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Cho Yong-il as Inside Director | Management | For | For |
| 3.2 | Elect Lee Seong-jae as Inside Director | Management | For | For |
| 4 | Elect Jeong Yeon-seung as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| ILJIN MATERIALS CO., LTD.
MEETING DATE: MAR 14, 2023 |
||||
|
TICKER: 020150
SECURITY ID: Y3884M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Incorporation | Management | For | Against |
| 2.1 | Elect Kim Yeon-seop as Inside Director | Management | For | For |
| 2.2 | Elect Park In-gu as Inside Director | Management | For | For |
| 2.3 | Elect Cho Gye-yeon as Non-Independent Non-Executive Director | Management | For | For |
| 2.4 | Elect Oh Se-min as Outside Director | Management | For | For |
| 3 | Elect Park Seong-geun as Internal Auditor | Management | For | For |
| ILJIN MATERIALS CO., LTD.
MEETING DATE: MAR 31, 2023 |
||||
|
TICKER: 020150
SECURITY ID: Y3884M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Management | For | For |
| INDIAN ENERGY EXCHANGE LIMITED
MEETING DATE: JUL 17, 2022 |
||||
|
TICKER: 540750
SECURITY ID: Y39237139
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Rajeev Gupta as Director | Management | For | For |
| INDUS TOWERS LIMITED
MEETING DATE: AUG 23, 2022 |
||||
|
TICKER: 534816
SECURITY ID: Y0R86J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Reelect Bimal Dayal as Director | Management | For | Abstain |
| 3 | Reelect Gopal Vittal as Director | Management | For | Against |
| 4 | Reelect Thomas Reisten as Director | Management | For | Against |
| 5 | Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Elect Sunil Sood as Director | Management | For | Against |
| 7 | Reelect Anita Kapur as Director | Management | For | For |
| INDUS TOWERS LIMITED
MEETING DATE: DEC 30, 2022 |
||||
|
TICKER: 534816
SECURITY ID: Y0R86J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Pankaj Tewari as Director | Management | For | Against |
| INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED
MEETING DATE: NOV 25, 2022 |
||||
|
TICKER: 1398
SECURITY ID: Y3990B112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Payment Plan of Remuneration to Directors for 2021 | Management | For | For |
| 2 | Approve Payment Plan of Remuneration to Supervisors for 2021 | Management | For | For |
| 3 | Elect Lu Yongzhen as Director | Management | For | For |
| 4 | Approve Application for Temporary Authorization Limit for External Donations | Management | For | For |
| 5 | Approve Issuance of Undated Additional Tier 1 Capital Bonds | Management | For | For |
| 6 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | Against |
| 7 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | Against |
| INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 1398
SECURITY ID: Y3990B112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board of Directors | Management | For | For |
| 2 | Approve Work Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Audited Accounts | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve Fixed Asset Investment Budget | Management | For | For |
| 6 | Approve Deloitte Touche Tohmatsu Certified Public Accountants LLP as Domestic External Auditor and Deloitte Touche Tohmatsu as International External Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Elect Feng Weidong as Director | Management | For | For |
| 8 | Elect Cao Liqun as Director | Management | For | For |
| 9 | Authorize Board to Deal with All Matters Relating to Directors', Supervisors' and Senior Management Members' Liability Insurance | Management | For | For |
| INFO EDGE (INDIA) LIMITED
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 532777
SECURITY ID: Y40353107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt New Articles of Association | Management | For | For |
| 2 | Elect Arindam Kumar Bhattacharya as Director | Management | For | For |
| 3 | Elect Aruna Sundararajan as Director | Management | For | For |
| 4 | Elect Pawan Goyal as Director and Approve Appointment and Remuneration of Pawan Goyal as Whole-Time Director | Management | For | Against |
| 5 | Approve Continuation of Bala C Deshpande as Non-Executive Director | Management | For | For |
| 6 | Approve Continuation of Saurabh Srivastava as Non-Executive (Non-Independent) Director | Management | For | For |
| 7 | Approve Continuation of Naresh Gupta as Non-Executive (Non-Independent) Director | Management | For | For |
| INFOSYS LIMITED
MEETING DATE: DEC 02, 2022 |
||||
|
TICKER: 500209
SECURITY ID: Y4082C133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Buyback of Equity Shares | Management | For | For |
| INFOSYS LIMITED
MEETING DATE: MAR 31, 2023 |
||||
|
TICKER: 500209
SECURITY ID: Y4082C133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Govind Vaidiram Iyer as Director | Management | For | For |
| INFOSYS LIMITED
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 500209
SECURITY ID: Y4082C133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Reelect Salil Parekh as Director | Management | For | For |
| 4 | Elect Helene Auriol Potier as Director | Management | For | For |
| 5 | Reelect Bobby Parikh as Director | Management | For | For |
| INNER MONGOLIA YITAI COAL CO., LTD.
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: 900948
SECURITY ID: Y40848106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Adjustment to the Estimates of the Provision of Guarantee for Commercial Acceptance Bill Financing Business | Management | For | Against |
| 2 | Approve Revision of the Original Annual Caps under the Yitai Group Framework Agreement on Purchase and Sale of Products and Services | Management | For | For |
| INNER MONGOLIA YITAI COAL CO., LTD.
MEETING DATE: DEC 29, 2022 |
||||
|
TICKER: 900948
SECURITY ID: Y40848106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Revised Financial Services Framework Agreement and New Annual Caps | Management | For | Against |
| 2 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| 3 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 4 | Amend Rules and Procedures Regarding Meetings of Supervisory Committee | Management | For | For |
| 5 | Amend Management System for External Guarantees | Management | For | For |
| 6.1 | Approve Scale of Registration of the Super Short-Term Commercial Papers | Management | For | For |
| 6.2 | Approve Validity Period of Registration and Term of Maturity | Management | For | For |
| 6.3 | Approve Interest Rate and Method of Determination | Management | For | For |
| 6.4 | Approve Issuance Targets | Management | For | For |
| 6.5 | Approve Use of Proceeds | Management | For | For |
| 6.6 | Approve Date of Issuance | Management | For | For |
| 6.7 | Approve Authorization Related to the Issuance | Management | For | For |
| 7 | Amend Articles of Association | Management | For | For |
| INNER MONGOLIA YITAI COAL CO., LTD.
MEETING DATE: MAR 27, 2023 |
||||
|
TICKER: 900948
SECURITY ID: Y40848106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Suspension of the 1 Mtpa Coal-to-Oil Pilot Project of Yitai Yili Energy Co., Ltd. | Management | For | For |
| 2 | Amend Articles of Association | Shareholder | For | For |
| 3 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Shareholder | For | For |
| 4.1 | Elect Li Juncheng as Director | Shareholder | For | For |
| 4.2 | Elect Yang Jialin as Director | Shareholder | For | For |
| 4.3 | Elect Bian Zhibao as Director | Shareholder | For | For |
| INNER MONGOLIA YITAI COAL CO., LTD.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: 900948
SECURITY ID: Y40848106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report and Its Summary and Annual Results Announcement | Management | For | For |
| 2 | Approve Report of the Board of Directors | Management | For | For |
| 3 | Approve Performance Report of the Independent Directors | Management | For | For |
| 4 | Approve Report of the Supervisory Committee | Management | For | For |
| 5 | Approve Profit Distribution Plan | Management | For | For |
| 6 | Approve Capital Expenditure Plan | Management | For | For |
| 7 | Approve Estimates of the Provision of Guarantee by the Company for Its Holding Subsidiaries | Management | For | Against |
| 8 | Approve Estimates of the Provision of Guarantee by the Company for Commercial Acceptance Bill Financing Business of Its Certain Wholly-Owned Subsidiaries and Holding Subsidiaries | Management | For | Against |
| 9 | Approve Entrusted Wealth Management with Temporarily Idle Self-Owned Funds | Management | For | For |
| 10 | Approve Appointment of Financial Audit Institution | Management | For | For |
| 11 | Approve Appointment of Internal Control Audit Institution | Management | For | For |
| 12 | Approve Remuneration of Directors | Management | For | For |
| 13 | Approve Remuneration of Supervisors | Management | For | For |
| 14.1 | Elect Zhang Jingquan as Director | Management | For | For |
| 14.2 | Elect Liu Chunlin as Director | Management | For | For |
| 14.3 | Elect Li Juncheng as Director | Management | For | For |
| 14.4 | Elect Zhao Like as Director | Management | For | For |
| 14.5 | Elect Yang Jialin as Director | Management | For | For |
| 14.6 | Elect Bian Zhibao as Director | Management | For | For |
| 15.1 | Elect Du Yingfen as Director | Management | For | For |
| 15.2 | Elect E Erdun Tao Ketao as Director | Management | For | For |
| 15.3 | Elect Tam, Kwok Ming Banny as Director | Management | For | For |
| 16.1 | Elect Liu Xianghua as Supervisor | Management | For | For |
| 16.2 | Elect Chen Rong as Supervisor | Management | For | For |
| 16.3 | Elect Wang Yongliang as Supervisor | Management | For | For |
| 16.4 | Elect Wu Qu as Supervisor | Management | For | For |
| INNER MONGOLIA YITAI COAL CO., LTD.
MEETING DATE: JUN 30, 2023 |
||||
|
TICKER: 900948
SECURITY ID: Y40848106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve H Share Buy-back Offer and Voluntary Withdrawal of Listing | Management | For | For |
| 2 | Approve Authorization of the Completion of the H Share Buy-back Offer and Voluntary Withdrawal of Listing | Management | For | For |
| INTERNATIONAL GAMES SYSTEM CO., LTD.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 3293
SECURITY ID: Y41065114
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | Against |
| 4 | Amendments to Trading Procedures Governing Derivatives Products | Management | For | For |
| 5 | Amend Procedures for Endorsement and Guarantees | Management | For | For |
| 6 | Amend Procedures for Lending Funds to Other Parties | Management | For | For |
| 7 | Approve Amendments to Rules and Procedures Regarding Shareholder's General Meeting | Management | For | For |
| ITAUSA SA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: ITSA4
SECURITY ID: P5887P427
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | As a Preferred Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 2 | Elect Isaac Berensztejn as Fiscal Council Member and Patricia Valente Stierli as Alternate Appointed by Preferred Shareholder (Caixa de Previdencia dos Funcionarios do Banco do Brasil - PREVI) | Shareholder | None | For |
| ITC LIMITED
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: 500875
SECURITY ID: Y4211T171
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reappointment and Remuneration of Nakul Anand as Wholetime Director | Management | For | Against |
| ITC LIMITED
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: 500875
SECURITY ID: Y4211T171
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Material Related Party Transactions | Management | For | For |
| 2 | Elect Peter Rajatilakan Chittaranjan as Director | Management | For | Against |
| JD.COM, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 9618
SECURITY ID: G8208B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Memorandum of Association and Articles of Association | Management | For | For |
| JD.COM, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 9618
SECURITY ID: 47215P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Memorandum of Association and Articles of Association | Management | For | For |
| JIUMAOJIU INTERNATIONAL HOLDINGS LIMITED
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: 9922
SECURITY ID: G5141L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Guan Yihong as Director | Management | For | For |
| 4 | Elect Tang Zhihui as Director | Management | For | For |
| 5 | Elect Zhu Rui as Director | Management | For | For |
| 6 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 7 | Approve KPMG as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 10 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| JUMBO SA
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: BELA
SECURITY ID: X4114P111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Special Dividend | Management | For | For |
| 2 | Receive Report of Independent Non-Executive Directors | Management | None | None |
| KANGWON LAND, INC.
MEETING DATE: DEC 12, 2022 |
||||
|
TICKER: 035250
SECURITY ID: Y4581L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Shin Jeong-gi as Outside Director | Management | For | For |
| 1.2 | Elect Kwon Soon-young as Outside Director | Management | For | For |
| 1.3 | Elect Han Woo-young as Outside Director | Management | For | For |
| 1.4 | Elect Kwon Gi-hong as Outside Director | Management | For | For |
| 2 | Elect Kim Jun-geol as Non-Independent Non-Executive Director | Management | For | For |
| 3 | Elect Oh Young-seop as Outside to Serve as an Audit Committee Member | Management | For | For |
| 4 | Elect Shin Jeong-gi as a Member of Audit Committee | Management | For | For |
| 5 | Amend Articles of Incorporation | Management | For | For |
| KANGWON LAND, INC.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 035250
SECURITY ID: Y4581L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| KIA CORP.
MEETING DATE: MAR 17, 2023 |
||||
|
TICKER: 000270
SECURITY ID: Y47601102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Ju Woo-jeong as Inside Director | Management | For | For |
| 3.2 | Elect Shin Jae-yong as Outside Director | Management | For | For |
| 3.3 | Elect Jeon Chan-hyeok as Outside Director | Management | For | For |
| 4.1 | Elect Shin Jae-yong as a Member of Audit Committee | Management | For | For |
| 4.2 | Elect Jeon Chan-hyeok as a Member of Audit Committee | Management | For | For |
| 5.1 | Approve Terms of Retirement Pay | Management | For | For |
| 5.2 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| KIMBERLY-CLARK DE MEXICO SAB DE CV
MEETING DATE: MAR 02, 2023 |
||||
|
TICKER: KIMBERA
SECURITY ID: P60694117
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports; Approve Allocation of Income | Management | For | Did Not Vote |
| 2 | Elect and/or Ratify Principal and Alternate Members of Board of Directors, Chairman of Audit and Corporate Practices Committee and Secretary; Verify Director's Independence | Management | For | Did Not Vote |
| 3 | Approve Remuneration of Principal and Alternate Members of Board of Directors, Board Committees and Secretary | Management | For | Did Not Vote |
| 4 | Approve Report on Share Repurchase Policies and Approve their Allocation | Management | For | Did Not Vote |
| 5 | Approve Cash Dividends of MXN 1.62 per Series A and B Shares; Such Dividends Will Be Distributed in Four Installments of MXN 0.405 | Management | For | Did Not Vote |
| 6 | Authorize Cancellation of up to 19.54 Million Class I Repurchased Shares Held in Treasury and Consequently Reduction in Fixed Portion of Capital; Amend Article 5 | Management | For | Did Not Vote |
| 7 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | Did Not Vote |
| KINGBOARD HOLDINGS LIMITED
MEETING DATE: MAY 29, 2023 |
||||
|
TICKER: 148
SECURITY ID: G52562140
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3A | Elect Chang Wing Yiu as Director | Management | For | For |
| 3B | Elect Ho Yin Sang as Director | Management | For | For |
| 3C | Elect Chen Maosheng as Director | Management | For | For |
| 3D | Elect Chong Kin Ki as Director | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 5 | Approve Deloitte Touche Tohmatsu as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6C | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 7 | Approve Amendments to the Existing Amended and Restated Memorandum and Articles of Association and Adopt the Amended and Restated Memorandum and Articles of Association and Related Transactions | Management | For | For |
| KOREA ZINC CO., LTD.
MEETING DATE: MAR 17, 2023 |
||||
|
TICKER: 010130
SECURITY ID: Y4960Y108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Park Gi-deok as Inside Director | Management | For | For |
| 3.2 | Elect Park Gi-won as Inside Director | Management | For | For |
| 3.3 | Elect Choi Nae-hyeon as Non-Independent Non-Executive Director | Management | For | For |
| 3.4 | Elect Kim Bo-young as Outside Director | Management | For | Against |
| 3.5 | Elect Kwon Soon-beom as Outside Director | Management | For | For |
| 4 | Elect Seo Dae-won as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 6 | Approve Terms of Retirement Pay | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED
MEETING DATE: AUG 27, 2022 |
||||
|
TICKER: 500247
SECURITY ID: Y4964H150
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Confirm Interim Dividend on Preference Shares | Management | For | For |
| 4 | Approve Dividend | Management | For | For |
| 5 | Reelect KVS Manian as Director | Management | For | For |
| 6 | Reelect Gaurang Shah as Director | Management | For | For |
| 7 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Approve KKC & Associates LLP, Chartered Accountants as Joint Statutory Auditors | Management | For | For |
| 9 | Authorize Board to Fix Remuneration of Auditors For The Financial Year 2022-23 | Management | For | For |
| 10 | Approve Reappointment and Remuneration of KVS Manian as Whole Time Director | Management | For | For |
| 11 | Elect Shanti Ekambaram as Director and Approve Appointment and Remuneration of Shanti Ekambaram as Whole Time Director | Management | For | For |
| 12 | Approve Material Related Party Transaction with Infina Finance Private Limited | Management | For | For |
| 13 | Approve Material Related Party Transaction with Uday Kotak | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED
MEETING DATE: DEC 07, 2022 |
||||
|
TICKER: 500247
SECURITY ID: Y4964H150
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect C S Rajan as Director | Management | For | For |
| KT&G CORP.
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: 033780
SECURITY ID: Y49904108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2.1 | Approve Appropriation of Income (KRW 5,000) | Management | For | For |
| 2.2 | Approve Appropriation of Income (KRW 7,867) (Shareholder Proposal) | Shareholder | Against | Against |
| 2.3 | Approve Appropriation of Income (KRW 10,000) (Shareholder Proposal) | Shareholder | Against | Against |
| 3.1 | Amend Articles of Incorporation (Establishment of Compensation Committee) (Shareholder Proposal) | Shareholder | Against | For |
| 3.2 | Amend Articles of Incorporation (Cancellation of Treasury Shares) (Shareholder Proposal) | Shareholder | Against | For |
| 3.3 | Amend Articles of Incorporation (Introduction of Quarterly Dividends) (Shareholder Proposal) | Shareholder | None | For |
| 3.4 | Amend Articles of Incorporation (Bylaws) (Shareholder Proposal) | Shareholder | None | For |
| 4 | Approve Cancellation of Treasury Shares (Shareholder Proposal) | Shareholder | Against | Against |
| 5 | Approve Acquisition of Treasury Shares (Shareholder Proposal) | Shareholder | Against | Against |
| 6.1 | Approve Maintaining the Size of the Board | Management | For | For |
| 6.2 | Approve Increase in the Size of the Board (Shareholder Proposal) | Shareholder | Against | Against |
| 7.1 | Elect Kim Myeong-cheol as Outside Director | Management | For | For |
| 7.2 | Elect Ko Yoon-seong as Outside Director | Management | For | For |
| 7.3 | Elect Lee Su-hyeong as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 7.4 | Elect Kim Doh-rin as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 7.5 | Elect Park Jae-hwan as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 7.6 | Elect Cha Seok-yong as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 7.7 | Elect Hwang Woo-jin as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 8.1 | Elect Kim Myeong-cheol as Outside Director | Management | For | For |
| 8.2 | Elect Ko Yoon-seong as Outside Director | Management | For | For |
| 8.3 | Elect Lim Il-soon as Outside Director | Management | For | For |
| 8.4 | Elect Lee Su-hyeong as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 8.5 | Elect Kim Doh-rin as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 8.6 | Elect Park Jae-hwan as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 8.7 | Elect Cha Seok-yong as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 8.8 | Elect Hwang Woo-jin as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| 9.1 | Elect Kim Myeong-cheol as a Member of Audit Committee | Management | For | For |
| 9.2 | Elect Ko Yoon-seong as a Member of Audit Committee | Management | For | For |
| 9.3 | Elect Lee Su-hyeong as a Member of Audit Committee (Shareholder Proposal) | Shareholder | Against | Against |
| 9.4 | Elect Kim Doh-rin as a Member of Audit Committee (Shareholder Proposal) | Shareholder | Against | Against |
| 9.5 | Elect Cha Seok-yong as a Member of Audit Committee (Shareholder Proposal) | Shareholder | Against | Against |
| 9.6 | Elect Hwang Woo-jin as a Member of Audit Committee (Shareholder Proposal) | Shareholder | Against | Against |
| 10 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| KUMHO PETROCHEMICAL CO., LTD.
MEETING DATE: JUL 21, 2022 |
||||
|
TICKER: 011780
SECURITY ID: Y5S159113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Park Jun-gyeong as Inside Director | Management | For | For |
| 1.2.1 | Elect Kwon Tae-gyun as Outside Director | Management | For | For |
| 1.2.2 | Elect Lee Ji-yoon as Outside Director | Management | For | For |
| KUMHO PETROCHEMICAL CO., LTD.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 011780
SECURITY ID: Y5S159113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| L&F CO., LTD.
MEETING DATE: MAR 22, 2023 |
||||
|
TICKER: 066970
SECURITY ID: Y52747105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3 | Elect Park Gi-seon as Outside Director | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| L&T TECHNOLOGY SERVICES LIMITED
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: 540115
SECURITY ID: Y5S4BH104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Reelect S. N. Subrahmanyan as Director | Management | For | For |
| 4 | Reelect Abhishek Sinha as Director | Management | For | For |
| 5 | Approve MSKA & Associates, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Revision in Remuneration of Amit Chadha as Chief Executive Officer & Managing Director | Management | For | For |
| 7 | Approve Reappointment and Remuneration of Abhishek Sinha as Chief Operating Officer and Whole-Time Director | Management | For | For |
| LARGAN PRECISION CO., LTD.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: 3008
SECURITY ID: Y52144105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| LG CORP.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 003550
SECURITY ID: Y52755108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Cho Seong-wook as Outside Director | Management | For | For |
| 2.2 | Elect Park Jong-su as Outside Director | Management | For | For |
| 3.1 | Elect Cho Seong-wook as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Park Jong-su as a Member of Audit Committee | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | Against |
| LG DISPLAY CO., LTD.
MEETING DATE: MAR 21, 2023 |
||||
|
TICKER: 034220
SECURITY ID: Y5255T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Jeong Ho-young as Inside Director | Management | For | For |
| 2.2 | Elect Oh Jeong-seok as Outside Director | Management | For | For |
| 2.3 | Elect Park Sang-hui as Outside Director | Management | For | For |
| 3.1 | Elect Oh Jeong-seok as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Park Sang-hui as a Member of Audit Committee | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| LG INNOTEK CO., LTD.
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: 011070
SECURITY ID: Y5S54X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Kim Chang-tae as Inside Director | Management | For | For |
| 2.2 | Elect Noh Sang-doh as Outside Director | Management | For | For |
| 3 | Elect Park Rae-su as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 4 | Elect Noh Sang-doh as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| LG UPLUS CORP.
MEETING DATE: MAR 17, 2023 |
||||
|
TICKER: 032640
SECURITY ID: Y5293P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Yeo Myeong-hui as Inside Director | Management | For | For |
| 3.2 | Elect Yoon Seong-su as Outside Director | Management | For | For |
| 3.3 | Elect Eom Yoon-mi as Outside Director | Management | For | For |
| 4.1 | Elect Yoon Seong-su as a Member of Audit Committee | Management | For | For |
| 4.2 | Elect Eom Yoon-mi as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| LI AUTO INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 2015
SECURITY ID: 50202M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Director Ma Donghui | Management | For | Against |
| 3 | Elect Director Li Xiang | Management | For | Against |
| 4 | Elect Director Li Tie | Management | For | Against |
| 5 | Elect Director Zhao Hongqiang | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 8 | Authorize Share Repurchase Program | Management | For | For |
| 9 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 10 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 11 | Amend Articles of Association | Management | For | For |
| LITE-ON TECHNOLOGY CORP.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: 2301
SECURITY ID: Y5313K109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| LOTES CO., LTD.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: 3533
SECURITY ID: Y53302116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| MARUTI SUZUKI INDIA LIMITED
MEETING DATE: AUG 31, 2022 |
||||
|
TICKER: 532500
SECURITY ID: Y7565Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect Hisashi Takeuchi as Director | Management | For | For |
| 4 | Reelect Kenichiro Toyofuku as Director | Management | For | Against |
| 5 | Elect Shigetoshi Torii as Director | Management | For | Against |
| 6 | Approve Reappointment and Remuneration of Kenichiro Toyofuku as Whole-time Director designated as Director (Corporate Planning) | Management | For | Against |
| 7 | Approve Enhancement of Ceiling of Payment of Commission to Non-Executive Directors | Management | For | Against |
| 8 | Approve Remuneration of Cost Auditors | Management | For | For |
| 9 | Approve Material Related Party Transactions with Suzuki Motor Corporation for an Aggregate Value not Exceeding INR 3,300 Crores | Management | For | For |
| 10 | Approve Material Related Party Transactions with Suzuki Motor Corporation for an Aggregate Value not Exceeding INR 20,000 Crores | Management | For | For |
| 11 | Approve Material Related Party Transactions with FMI Automotive Components Private Limited | Management | For | For |
| 12 | Approve Material Related Party Transactions with SKH Metals Limited | Management | For | For |
| 13 | Approve Material Related Party Transactions with Jay Bharat Maruti Limited | Management | For | For |
| 14 | Approve Material Related Party Transactions with Krishna Maruti Limited | Management | For | For |
| 15 | Approve Material Related Party Transactions with Bharat Seats Limited | Management | For | For |
| 16 | Approve Material Related Party Transactions with TDS Lithium-Ion Battery Gujarat Private Limited | Management | For | For |
| 17 | Approve Material Related Party Transactions with Suzuki Motorcycle India Private Limited | Management | For | For |
| 18 | Approve Material Related Party Transactions with Magyar Suzuki Corporation Limited | Management | For | For |
| MAX FINANCIAL SERVICES LIMITED
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: 500271
SECURITY ID: Y5903C145
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Reelect Hideaki Nomura as Director | Management | For | Against |
| 4 | Elect Gauri Padmanabhan as Director | Management | For | For |
| 5 | Approve Related Party Transactions by Max Life Insurance Company Limited with Axis Bank Limited | Management | For | For |
| 6 | Approve Payment of Commission to Non-Executive Chairman and Independent Directors | Management | For | Against |
| 7 | Approve Compensation Payable to Analjit Singh as Non-Executive Chairman | Management | For | Against |
| MAXIS BERHAD
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: 6012
SECURITY ID: Y58460109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alvin Michael Hew Thai Kheam as Director | Management | For | For |
| 2 | Elect Hamidah binti Naziadin as Director | Management | For | For |
| 3 | Elect Lim Ghee Keong as Director | Management | For | For |
| 4 | Approve Directors' Fees and Benefits to the Non-Executive Directors of the Company | Management | For | For |
| 5 | Approve Directors' Fees and Benefits to the Non-Executive Directors of Maxis Collections Sdn Bhd. | Management | For | For |
| 6 | Approve PricewaterhouseCoopers PLT as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | Against |
| 7 | Approve Alvin Michael Hew Thai Kheam to Continue Office as Independent Non-Executive Director | Management | For | For |
| 8 | Approve Hamidah binti Naziadin to Continue Office as Independent Non-Executive Director | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 10 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with Astro Malaysia Holdings Berhad and/or its Affiliates | Management | For | For |
| 11 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with Usaha Tegas Sdn. Bhd. and/or its Affiliates | Management | For | For |
| 12 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with MEASAT Global Berhad and/or its Affiliates | Management | For | For |
| 13 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with Maxis Communications Berhad and/or its affiliates | Management | For | For |
| 14 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with Saudi Telecom Company and/or its Affiliates | Management | For | For |
| 15 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with SRG Asia Pacific Sdn. Bhd. | Management | For | For |
| 16 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with Malaysian Landed Property Sdn. Bhd. and/or its Affiliates | Management | For | For |
| 17 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with ZenREIT Sdn. Bhd. | Management | For | For |
| 18 | Approve Long Term Incentive Plan for the Eligible Employees of Maxis Berhad and Its Subsidiaries | Management | For | Against |
| MEDICLINIC INTERNATIONAL PLC
MEETING DATE: SEP 26, 2022 |
||||
|
TICKER: MDC
SECURITY ID: G5960R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Recommended Cash Acquisition of Mediclinic International plc by Manta Bidco Limited | Management | For | For |
| MEDICLINIC INTERNATIONAL PLC
MEETING DATE: SEP 26, 2022 |
||||
|
TICKER: MDC
SECURITY ID: G5960R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| METALURGICA GERDAU SA
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: GOAU4
SECURITY ID: P4834C118
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | As a Preferred Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | For |
| 2 | Elect Marcio Hamilton Ferreira as Director Appointed by Preferred Shareholder | Shareholder | None | For |
| 3 | In Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes? | Management | None | For |
| 4 | Elect Vinicius Balbino Bouhid as Fiscal Council Member and Cristina Fontes Doherty as Alternate Appointed by Preferred Shareholder | Shareholder | None | For |
| MICRO-STAR INTERNATIONAL CO., LTD.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: 2377
SECURITY ID: Y6037M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| MINDTREE LIMITED
MEETING DATE: JUL 13, 2022 |
||||
|
TICKER: 532819
SECURITY ID: Y60362103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend and Declare Final Dividend | Management | For | For |
| 3 | Reelect Venugopal Lambu as Director | Management | For | For |
| 4 | Reelect A. M. Naik as Director | Management | For | For |
| 5 | Approve Continuation of Office of A. M. Naik as Director | Management | For | For |
| MINDTREE LIMITED
MEETING DATE: AUG 26, 2022 |
||||
|
TICKER: 532819
SECURITY ID: Y60362103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Amalgamation and Arrangement | Management | For | For |
| MMC NORILSK NICKEL PJSC
MEETING DATE: AUG 11, 2022 |
||||
|
TICKER: GMKN
SECURITY ID: X5424N118
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| MMC NORILSK NICKEL PJSC
MEETING DATE: NOV 24, 2022 |
||||
|
TICKER: GMKN
SECURITY ID: X5424N118
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Early Termination of Powers of Board of Directors | Shareholder | For | Did Not Vote |
| 2.1 | Elect Denis Aleksandrov as Director | Shareholder | For | Did Not Vote |
| 2.2 | Elect Sergei Batekhin as Director | Shareholder | For | Did Not Vote |
| 2.3 | Elect Aleksei Bashkirov as Director | Shareholder | For | Did Not Vote |
| 2.4 | Elect Elena Bezdenezhnykh as Director | Shareholder | For | Did Not Vote |
| 2.5 | Elect Andrei Bugrov as Director | Shareholder | For | Did Not Vote |
| 2.6 | Elect Sergei Volk as Director | Shareholder | For | Did Not Vote |
| 2.7 | Elect Aleksei Germanovich as Director | Management | For | Did Not Vote |
| 2.8 | Elect Aleksandra Zakharova as Director | Shareholder | For | Did Not Vote |
| 2.9 | Elect Marianna Zakharova as Director | Shareholder | For | Did Not Vote |
| 2.10 | Elect Aleksei Ivanov as Director | Shareholder | For | Did Not Vote |
| 2.11 | Elect Stanislav Luchitskii as Director | Shareholder | For | Did Not Vote |
| 2.12 | Elect Egor Sheibak as Director | Shareholder | For | Did Not Vote |
| 2.13 | Elect Evgenii Shvarts as Director | Shareholder | For | Did Not Vote |
| MMC NORILSK NICKEL PJSC
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: GMKN
SECURITY ID: X5424N118
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report | Management | For | Did Not Vote |
| 2 | Approve Financial Statements | Management | For | Did Not Vote |
| 3 | Approve Consolidated Financial Statements | Management | For | Did Not Vote |
| 4 | Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 5.1 | Elect Denis Aleksandrov as Director | Management | None | Did Not Vote |
| 5.2 | Elect Sergei Batekhin as Director | Management | None | None |
| 5.3 | Elect Elena Bezdenezhnykh as Director | Management | None | Did Not Vote |
| 5.4 | Elect Andrei Bugrov as Director | Management | None | Did Not Vote |
| 5.5 | Elect Petr Voznenko as Director | Management | None | Did Not Vote |
| 5.6 | Elect Sergei Volk as Director | Management | None | Did Not Vote |
| 5.7 | Elect Valerii Grinenko as Director | Management | None | Did Not Vote |
| 5.8 | Elect Aleksandra Zakharova as Director | Management | None | Did Not Vote |
| 5.9 | Elect Marianna Zakharova as Director | Management | None | Did Not Vote |
| 5.10 | Elect Larisa Zelkova as Director | Management | None | Did Not Vote |
| 5.11 | Elect Aleksei Ivanov as Director | Management | None | Did Not Vote |
| 5.12 | Elect Irina Komarova as Director | Management | None | Did Not Vote |
| 5.13 | Elect Stanislav Luchitskii as Director | Management | None | Did Not Vote |
| 5.14 | Elect Sergei Malyshev as Director | Management | None | Did Not Vote |
| 5.15 | Elect Artur Melikian as Director | Management | None | Did Not Vote |
| 5.16 | Elect Anton Sychev as Director | Management | None | Did Not Vote |
| 5.17 | Elect Evgenii Shvarts as Director | Management | None | Did Not Vote |
| 5.18 | Elect Egor Sheibak as Director | Management | None | Did Not Vote |
| 6.1 | Elect Dmitrii Bushuev as Member of Audit Commission | Management | For | Did Not Vote |
| 6.2 | Elect Eduard Gornin as Member of Audit Commission | Management | For | Did Not Vote |
| 6.3 | Elect Markell Davydov as Member of Audit Commission | Management | For | Did Not Vote |
| 6.4 | Elect Aleksei Dzybalov as Member of Audit Commission | Management | For | Did Not Vote |
| 6.5 | Elect Anna Masalova as Member of Audit Commission | Management | For | Did Not Vote |
| 6.6 | Elect Ivan Riumin as Member of Audit Commission | Management | For | Did Not Vote |
| 6.7 | Elect Georgii Svanidze as Member of Audit Commission | Management | For | Did Not Vote |
| 6.8 | Elect Elena Ianevich as Member of Audit Commission | Management | For | Did Not Vote |
| 7 | Ratify RAS Auditor | Management | For | Did Not Vote |
| 8 | Ratify IFRS Auditor | Management | For | Did Not Vote |
| 9 | Approve Remuneration of Directors | Management | None | None |
| 10 | Approve Remuneration of Members of Audit Commission | Management | For | Did Not Vote |
| 11 | Approve Related-Party Transactions Re: Indemnification Agreements with Directors and Executives | Management | None | None |
| 12 | Approve Related-Party Transaction Re: Liability Insurance for Directors and Executives | Management | None | None |
| MOL HUNGARIAN OIL & GAS PLC
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MOL
SECURITY ID: X5S32S129
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Use of Electronic Vote Collection Method | Management | For | For |
| 2 | Elect Meeting Officials | Management | For | For |
| 3 | Approve Standalone and Consolidated Financial Statements | Management | For | For |
| 4 | Approve Allocation of Income and Dividends | Management | For | For |
| 5 | Approve Company's Corporate Governance Statement | Management | For | For |
| 6 | Approve Discharge of Management Board | Management | For | For |
| 7 | Ratify Deloitte Auditing and Consulting Ltd. as Auditor and Authorize Board to Fix Its Remuneration | Management | For | For |
| 8 | Approve Report on Share Repurchase Program | Management | For | For |
| 9 | Authorize Share Repurchase Program | Management | For | For |
| 10 | Elect Zsolt Hernadi as Management Board Member | Management | For | For |
| 11 | Elect Zoltan Aldott as Supervisory Board Member | Management | For | Against |
| 12 | Elect Andras Lanczi as Supervisory Board Member | Management | For | For |
| 13 | Elect Peter Biro as Supervisory Board Member | Management | For | For |
| 14 | Elect Peter Biro as Audit Committee Member | Management | For | For |
| 15 | Approve Remuneration Report | Management | For | Against |
| 16 | Amend Terms of Remuneration of Management Board Members | Management | For | Against |
| 17 | Amend Terms of Remuneration of Supervisory Board Members | Management | For | For |
| 18 | Amend Remuneration Policy | Management | For | Against |
| MR. PRICE GROUP LTD.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: MRP
SECURITY ID: S5256M135
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for the Year Ended 2 April 2022 | Management | For | For |
| 2.1 | Re-elect Stewart Cohen as Director | Management | For | For |
| 2.2 | Re-elect Keith Getz as Director | Management | For | Against |
| 2.3 | Re-elect Mmaboshadi Chauke as Director | Management | For | For |
| 3 | Elect Steve Ellis as Director | Management | For | For |
| 4 | Reappoint Ernst & Young Inc as Auditors with Merisha Kassie as the Designated Registered Auditor | Management | For | For |
| 5.1 | Re-elect Daisy Naidoo as Member of the Audit and Compliance Committee | Management | For | For |
| 5.2 | Re-elect Mark Bowman as Member of the Audit and Compliance Committee | Management | For | For |
| 5.3 | Re-elect Mmaboshadi Chauke as Member of the Audit and Compliance Committee | Management | For | For |
| 6 | Approve Remuneration Policy | Management | For | For |
| 7 | Approve Remuneration Implementation Report | Management | For | Against |
| 8 | Adopt the Social, Ethics, Transformation and Sustainability Committee Report | Management | For | For |
| 9 | Authorise Ratification of Approved Resolutions | Management | For | For |
| 10 | Place Authorised but Unissued Shares under Control of Directors | Management | For | For |
| 11 | Authorise Board to Issue Shares for Cash | Management | For | For |
| 1.1 | Approve Remuneration of the Independent Non-executive Chairman | Management | For | For |
| 1.2 | Approve Remuneration of the Honorary Chairman | Management | For | For |
| 1.3 | Approve Remuneration of the Lead Independent Director | Management | For | For |
| 1.4 | Approve Remuneration of Non-Executive Directors | Management | For | For |
| 1.5 | Approve Remuneration of the Audit and Compliance Committee Chairman | Management | For | For |
| 1.6 | Approve Remuneration of the Audit and Compliance Committee Members | Management | For | For |
| 1.7 | Approve Remuneration of the Remuneration and Nominations Committee Chairman | Management | For | For |
| 1.8 | Approve Remuneration of the Remuneration and Nominations Committee Members | Management | For | For |
| 1.9 | Approve Remuneration of the Social, Ethics, Transformation and Sustainability Committee Chairman | Management | For | For |
| 1.10 | Approve Remuneration of the Social, Ethics, Transformation and Sustainability Committee Members | Management | For | For |
| 1.11 | Approve Remuneration of the Risk and IT Committee Members | Management | For | For |
| 1.12 | Approve Remuneration of the Risk and IT Committee - IT Specialist | Management | For | For |
| 2 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| 3 | Approve Financial Assistance to Related or Inter-related Companies | Management | For | For |
| NEW CHINA LIFE INSURANCE COMPANY LTD.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 1336
SECURITY ID: Y625A4115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Preparation of Annual Financial Report | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve Annual Report (A Shares/H Shares) | Management | For | For |
| 6 | Approve Report of Performance of Directors | Management | For | For |
| 7 | Approve Report of Performance of Supervisors | Management | For | For |
| 8 | Approve Report of Performance of Independent Non-Executive Directors | Management | For | For |
| 9 | Approve Formulation of Interim Administrative Measures on the Remuneration of Directors and Supervisors | Management | For | For |
| 10 | Approve Deloitte Touche Tohmatsu Certified Public Accountants LLP as Domestic Auditor and Deloitte Touche Tohmatsu as International Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| NIO INC.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: NIO
SECURITY ID: 62914V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Memorandum and Articles of Association | Management | For | For |
| 1 | Approve Reclassification of Shares of Common Stock | Management | For | For |
| 2 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Memorandum and Articles of Association | Management | For | For |
| 4 | Amend Memorandum and Articles of Association | Management | For | For |
| 5 | Approve Dual Foreign Name in Chinese of the Company | Management | For | For |
| NMDC LIMITED
MEETING DATE: AUG 29, 2022 |
||||
|
TICKER: 526371
SECURITY ID: Y6223W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend | Management | For | For |
| 3 | Reelect Sumit Deb as Director | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 5 | Elect Dilip Kumar Mohanty as Director (Production) | Management | For | Against |
| 6 | Elect Sanjay Tandon as Director | Management | For | For |
| 7 | Elect Anil Sadashivrao Kamble as Director | Management | For | For |
| 8 | Elect Vishal Babber as Director | Management | For | For |
| 9 | Elect Sanjay Singh as Director | Management | For | For |
| 10 | Approve Remuneraton of Cost Auditors | Management | For | For |
| NOVATEK MICROELECTRONICS CORP.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 3034
SECURITY ID: Y64153102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| PAGE INDUSTRIES LIMITED
MEETING DATE: DEC 30, 2022 |
||||
|
TICKER: 532827
SECURITY ID: Y6592S102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jignesh Jaswant Bhate as Director | Management | For | For |
| PEGATRON CORP.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: 4938
SECURITY ID: Y6784J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Amend Restricted Stock Issuance Regulations | Management | For | For |
| PETRO RIO SA
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: PRIO3
SECURITY ID: P7S19Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Minutes of Meeting Summary | Management | For | For |
| 2 | Approve Minutes of Meeting with Exclusion of Shareholder Names | Management | For | For |
| 3 | Amend Article 5 to Reflect Changes in Capital | Management | For | For |
| 4 | Amend Article 14 | Management | For | For |
| 5 | Amend Article 18 | Management | For | For |
| 6 | Amend Article 37 | Management | For | For |
| 7 | Amend Article 41 | Management | For | For |
| PETRONAS CHEMICALS GROUP BERHAD
MEETING DATE: SEP 29, 2022 |
||||
|
TICKER: 5183
SECURITY ID: Y6811G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Acquisition | Management | For | For |
| PETRONAS CHEMICALS GROUP BERHAD
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: 5183
SECURITY ID: Y6811G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Toh Ah Wah as Director | Management | For | For |
| 2 | Elect Yeoh Siew Ming as Director | Management | For | For |
| 3 | Elect Sunita Mei-Lin Rajakumar as Director | Management | For | For |
| 4 | Elect Farehana Hanapiah as Director | Management | For | For |
| 5 | Approve Directors' Fees and Allowances | Management | For | For |
| 6 | Approve KPMG PLT as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| PICC PROPERTY AND CASUALTY COMPANY LIMITED
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: 2328
SECURITY ID: Y6975Z103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Li Weibin as Director | Management | For | For |
| 2 | Elect Qu Xiaobo as Director | Management | For | For |
| 3 | Elect Dong Qingxiu as Supervisor | Management | For | For |
| 4 | Elect Carson Wen as Supervisor | Management | For | For |
| 5 | Approve Plan on Authorization to the Board of Directors by Shareholders' General Meeting | Management | For | For |
| PICC PROPERTY AND CASUALTY COMPANY LIMITED
MEETING DATE: JAN 16, 2023 |
||||
|
TICKER: 2328
SECURITY ID: Y6975Z103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Hu Wei as Director | Management | For | For |
| PICC PROPERTY AND CASUALTY COMPANY LIMITED
MEETING DATE: JUN 19, 2023 |
||||
|
TICKER: 2328
SECURITY ID: Y6975Z103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Audited Financial Statements and Auditor's Report | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve PricewaterhouseCoopers as International Auditor and PricewaterhouseCoopers Zhong Tian LLP as Domestic Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Issuance of 10-Year Capital Supplementary Bonds and Related Transactions | Management | For | For |
| PIDILITE INDUSTRIES LIMITED
MEETING DATE: DEC 27, 2022 |
||||
|
TICKER: 500331
SECURITY ID: Y6977T139
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Joseph Varghese as Director and Approve Appointment and Remuneration of Joseph Varghese as Whole Time Director Designated as Director - Operations | Management | For | Against |
| 2 | Elect Sandeep Batra as Director and Approve Appointment and Remuneration of Sandeep Batra as Whole Time Director Designated as Executive Director - Finance | Management | For | Against |
| PIDILITE INDUSTRIES LIMITED
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 500331
SECURITY ID: Y6977T139
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reelect Piyush Pandey as Director | Management | For | Against |
| PINDUODUO INC.
MEETING DATE: JUL 31, 2022 |
||||
|
TICKER: PDD
SECURITY ID: 722304102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Lei Chen | Management | For | For |
| 2 | Elect Director Anthony Kam Ping Leung | Management | For | For |
| 3 | Elect Director Haifeng Lin | Management | For | For |
| 4 | Elect Director Qi Lu | Management | For | For |
| 5 | Elect Director Nanpeng Shen | Management | For | Against |
| 6 | Elect Director George Yong-Boon Yeo | Management | For | For |
| PINDUODUO INC.
MEETING DATE: FEB 08, 2023 |
||||
|
TICKER: PDD
SECURITY ID: 722304102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Lei Chen | Management | For | For |
| 2 | Elect Director Anthony Kam Ping Leung | Management | For | For |
| 3 | Elect Director Haifeng Lin | Management | For | For |
| 4 | Elect Director Qi Lu | Management | For | For |
| 5 | Elect Director George Yong-Boon Yeo | Management | For | Against |
| 6 | Change Company Name to PDD Holdings Inc. | Management | For | For |
| 7 | Amend Memorandum and Articles of Association | Management | For | For |
| POSTAL SAVINGS BANK OF CHINA CO., LTD.
MEETING DATE: NOV 01, 2022 |
||||
|
TICKER: 1658
SECURITY ID: Y6987V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Adjustment to Deposit Agency Fee Rates for Agency Renminbi Personal Deposit Taking Business by Postal Savings Bank of China and China Post Group | Management | For | For |
| POSTAL SAVINGS BANK OF CHINA CO., LTD.
MEETING DATE: NOV 11, 2022 |
||||
|
TICKER: 1658
SECURITY ID: Y6987V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposal Regarding Postal Savings Bank of China's Eligibility for the Non-Public Issuance of A Shares | Management | For | For |
| 2.1 | Approve Class and Nominal Value of Securities to be Issued | Management | For | For |
| 2.2 | Approve Method and Time of Issuance | Management | For | For |
| 2.3 | Approve Amount and the Use of Raised Proceeds | Management | For | For |
| 2.4 | Approve Target Subscriber and Subscription Method | Management | For | For |
| 2.5 | Approve Pricing Benchmark Date, Issue Price and Pricing Principle | Management | For | For |
| 2.6 | Approve Number of Shares to be Issued | Management | For | For |
| 2.7 | Approve Lock-up Period of Shares to be Issued | Management | For | For |
| 2.8 | Approve Listing Venue | Management | For | For |
| 2.9 | Approve Arrangement of Accumulated Undistributed Profits Prior to Completion of the Issuance | Management | For | For |
| 2.10 | Approve Validity Period of the Resolution | Management | For | For |
| 3 | Approve Feasibility Report on the Use of Proceeds Raised From the Non-public Issuance of A Shares | Management | For | For |
| 4 | Approve Report on the Use of Proceeds Previously Raised | Management | For | For |
| 5 | Approve Dilution of Immediate Returns by the Non-Public Issuance of A Shares, Remedial Measures and Commitments of Related Entities | Management | For | For |
| 6 | Approve Shareholder Return Plan | Management | For | For |
| 7 | Authorize Board and Its Authorized Persons to Handle All Matters in Relation to the Non-Public Issuance of A Shares | Management | For | For |
| 8 | Elect Wen Tiejun as Director | Management | For | For |
| 9 | Elect Chung Shui Ming Timpson as Director | Management | For | Against |
| 10 | Elect Pan Yingli as Director | Management | For | For |
| 11 | Elect Tang Zhihong as Director | Management | For | For |
| 12 | Approve Directors' Remuneration Settlement Plan | Management | For | For |
| 13 | Approve Supervisors' Remuneration Settlement Plan | Management | For | For |
| POU CHEN CORP.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: 9904
SECURITY ID: Y70786101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report, Financial Statements and Profit Distribution | Management | For | For |
| 2 | Approve Amendments to Articles of Association | Management | For | For |
| 3 | Amend Rules and Procedures Regarding Shareholder's General Meeting | Management | For | For |
| POWER FINANCE CORPORATION LIMITED
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: 532810
SECURITY ID: Y7082R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend and Declare Final Dividend | Management | For | For |
| 3 | Reelect Parminder Chopra as Director | Management | For | Against |
| 4 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 5 | Elect Rajiv Ranjan Jha as Director | Management | For | Against |
| 6 | Elect Bhaskar Bhattacharya as Director | Management | For | For |
| 7 | Elect Usha Sajeev Nair as Director | Management | For | For |
| 8 | Elect Prasanna Tantri as Director | Management | For | For |
| 9 | Amend Object Clause of the Memorandum of Association | Management | For | For |
| POWER GRID CORPORATION OF INDIA LIMITED
MEETING DATE: NOV 03, 2022 |
||||
|
TICKER: 532898
SECURITY ID: Y7028N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Appointment of Ravindra Kumar Tyagi as Director (Operations) (Whole Time Director) | Management | For | Against |
| 2 | Approve Appointment of G. Ravisankar as Director (Finance) (Whole Time Director) | Management | For | Against |
| 3 | Elect Mohammad Afzal as Government Nominee Director | Management | For | Against |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: PINFRA
SECURITY ID: P7925L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Approve Board of Directors Report Pursuant to Article 28 Fraction IV of Mexican Securities Market Law | Management | For | For |
| 1b | Approve Board's Report on Policies and Accounting Criteria Followed in Preparation of Financial Information | Management | For | For |
| 1c | Approve Individual and Consolidated Financial Statements | Management | For | For |
| 1d | Approve Report on Adherence to Fiscal Obligations | Management | For | For |
| 1e | Approve Allocation of Income | Management | For | For |
| 2a1 | Elect or Ratify Directors | Management | For | Against |
| 2a2 | Elect or Ratify Chairman of Audit Committee | Management | For | Against |
| 2a3 | Elect or Ratify Chairman of Corporate Practices Committee | Management | For | Against |
| 2a4 | Elect or Ratify Members of Committees | Management | For | Against |
| 2a5 | Elect or Ratify Secretary (Non-Member) of Board | Management | For | Against |
| 2b | Approve Corresponding Remuneration | Management | For | For |
| 3a | Set Maximum Amount of Share Repurchase Reserve | Management | For | For |
| 3b | Approve Report on Share Repurchase Reserve | Management | For | For |
| 4 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: PINFRA
SECURITY ID: P7925L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles | Management | For | Against |
| 2 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | Against |
| PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PINFRA
SECURITY ID: P7925L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Special Dividends of up to MXN 1 Billion | Management | For | For |
| 2 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| PT ADARO ENERGY INDONESIA TBK
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ADRO
SECURITY ID: Y7087B109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income and Dividend | Management | For | For |
| 3 | Approve Tanudiredja, Wibisana, Rintis dan Rekan as Auditors | Management | For | For |
| 4 | Approve Remuneration of Directors and Commissioners | Management | For | For |
| 5 | Reelect Directors and Commissioners | Management | For | For |
| 6 | Approve Share Repurchase Program | Management | For | For |
| PT ASTRA INTERNATIONAL TBK
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: ASII
SECURITY ID: Y7117N172
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Elect Directors and Commissioners and Approve Their Remuneration | Shareholder | None | For |
| 4 | Approve Tanudiredja, Wibisana, Rintis & Rekan as Auditors | Management | For | For |
| PT BANK MANDIRI (PERSERO) TBK
MEETING DATE: MAR 14, 2023 |
||||
|
TICKER: BMRI
SECURITY ID: Y7123S108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports, Report of the Micro and Small Business Funding Program (PUMK), and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Remuneration and Tantiem of Directors and Commissioners | Management | For | For |
| 4 | Appoint Auditors of the Company and the Micro and Small Business Funding Program (PUMK) | Management | For | For |
| 5 | Approve Resolution Plan | Management | For | For |
| 6 | Approve Stock Split | Management | For | For |
| 7 | Amend Articles of Association | Management | For | Against |
| 8 | Approve Changes in the Boards of the Company | Management | For | Against |
| PT INDAH KIAT PULP & PAPER TBK
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: INKP
SECURITY ID: Y71278116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Auditors | Management | For | For |
| 4 | Approve Remuneration of Directors and Commissioners | Management | For | For |
| 5 | Approve Changes in the Boards of the Company | Management | For | Against |
| 6 | Approve Report on the Use of Proceeds | Management | For | For |
| PT INDAH KIAT PULP & PAPER TBK
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: INKP
SECURITY ID: Y71278116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Plan to Build an Industrial Paper Mill and its Supporting Infrastructure in Karawang - West Java as Material Transaction | Management | For | For |
| PT INDOFOOD SUKSES MAKMUR TBK
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: INDF
SECURITY ID: Y7128X128
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Directors' Report on Company's Business Activities and Financial Performance | Management | For | For |
| 2 | Approve Financial Statements | Management | For | For |
| 3 | Approve Allocation of Income | Management | For | For |
| 4 | Approve Changes in the Boards of the Company | Management | For | For |
| 5 | Approve Remuneration of Directors and Commissioners | Management | For | For |
| 6 | Approve Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| PT SARANA MENARA NUSANTARA TBK
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: TOWR
SECURITY ID: Y71369113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Remuneration and Tantiem of Directors and Commissioners | Management | For | For |
| 4 | Approve Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Payment of Interim Dividends | Management | For | For |
| 6 | Accept Resignation of Member of the Board of Directors and Approve Changes in the Board of Directors | Management | For | For |
| PT TELKOM INDONESIA (PERSERO) TBK
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: TLKM
SECURITY ID: Y71474145
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Remuneration of Directors and Commissioners for the Financial Year 2023 and Bonus for the Financial Year 2022 | Management | For | For |
| 4 | Appoint Auditors of the Company and the Micro and Small Business Funding Program | Management | For | For |
| 5 | Approve Company's Proposed Business Spin-Off in Relation to Affiliated Transaction and Material Transaction | Management | For | For |
| 6 | Approve Company's Proposed Business Spin-Off for the Fulfillment of Law No. 40 of 2007 on Limited Liability Companies | Management | For | For |
| 7 | Approval of Special Assignment to the Company by the President of the Republic of Indonesia | Management | For | Against |
| 8 | Approve Ratification of State-Owned Enterprises Regulations | Management | For | For |
| 9 | Approve Changes in the Boards of the Company | Management | For | Against |
| PT UNITED TRACTORS TBK
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: UNTR
SECURITY ID: Y7146Y140
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Elect Directors and Commissioners for the Period 2023-2025 | Management | For | Against |
| 4 | Approve Remuneration of Directors and Commissioners | Management | For | For |
| 5 | Approve Auditors | Management | For | For |
| RADIANT OPTO-ELECTRONICS CORP.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: 6176
SECURITY ID: Y7174K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | Against |
| 4 | Amend Procedures Governing the Acquisition or Disposal of Assets | Management | For | For |
| RAND MERCHANT INVESTMENT HOLDINGS LTD.
MEETING DATE: NOV 08, 2022 |
||||
|
TICKER: RMI
SECURITY ID: S6815J118
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Policy | Management | For | For |
| 2 | Approve Remuneration Implementation Report - RMI | Management | For | Against |
| 3 | Approve Remuneration Implementation Report - OUTsurance Holdings Limited | Management | For | For |
| 1.1 | Re-elect Albertinah Kekana as Director | Management | For | For |
| 1.2 | Re-elect James Teeger as Director | Management | For | For |
| 1.3 | Re-elect Johan Burger as Director | Management | For | For |
| 1.4 | Re-elect Mamongae Mahlare as Director | Management | For | For |
| 2.1 | Elect Alan Hedding as Director | Management | For | For |
| 2.2 | Elect Buhle Hanise as Director | Management | For | For |
| 2.3 | Elect George Marx as Director | Management | For | For |
| 2.4 | Elect Hantie Van Heerden as Director | Management | For | For |
| 2.5 | Elect Jan Hofmeyr as Director | Management | For | For |
| 2.6 | Elect Kubandiran Pillay as Director | Management | For | For |
| 2.7 | Elect Marthinus Visser as Director | Management | For | Against |
| 2.8 | Elect Raymond Ndlovu as Director | Management | For | For |
| 2.9 | Elect Sharron Venessa Naidoo as Director | Management | For | For |
| 2.10 | Elect Tlaleng Moabi as Director | Management | For | For |
| 2.11 | Elect Willem Roos as Director | Management | For | For |
| 3 | Authorise Board to Issue Shares for Cash | Management | For | For |
| 4 | Reappoint PricewaterhouseCoopers Inc as Auditors | Management | For | For |
| 5.1 | Elect George Marx as Chairperson of the Audit and Risk Committee | Management | For | For |
| 5.2 | Elect Alan Hedding as Member of the Audit and Risk Committee | Management | For | For |
| 5.3 | Elect Buhle Hanise as Member of the Audit and Risk Committee | Management | For | For |
| 5.4 | Elect Hantie Van Heerden as Member of the Audit and Risk Committee | Management | For | For |
| 5.5 | Re-elect Johan Burger as Member of the Audit and Risk Committee | Management | For | For |
| 5.6 | Elect Sharron Venessa Naidoo as Member of the Audit and Risk Committee | Management | For | For |
| 5.7 | Re-elect Tlaleng Moabi as Member of the Audit and Risk Committee | Management | For | For |
| 6 | Authorise Ratification of Approved Resolutions | Management | For | For |
| 1 | Approve Non-executive Directors' Remuneration | Management | For | For |
| 2 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| 3 | Authorise Issue of Shares and/or Options Pursuant to a Reinvestment Option | Management | For | For |
| 4 | Approve Issuance of Shares, Convertible Securities and/or Options in Connection with the Company's Share or Employee Incentive Schemes | Management | For | For |
| 5 | Approve Financial Assistance to Directors, Prescribed Officers and Employee Share Scheme Beneficiaries | Management | For | Against |
| 6 | Approve Financial Assistance to Related and Inter-related Entities | Management | For | For |
| 7 | Approve Change of Company Name to OUTsurance Group Limited | Management | For | For |
| 8 | Amend Memorandum of Incorporation | Management | For | For |
| SABIC AGRI-NUTRIENTS CO.
MEETING DATE: MAR 26, 2023 |
||||
|
TICKER: 2020
SECURITY ID: M8T36M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Auditors' Report on Company Financial Statements for FY 2022 | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports for FY 2022 | Management | For | For |
| 3 | Approve Board Report on Company Operations for FY 2022 | Management | For | For |
| 4 | Ratify Auditors and Fix Their Remuneration for Q2, Q3 and Annual Statement of FY 2023 and Q1 of FY 2024 | Management | For | For |
| 5 | Approve Discharge of Directors for FY 2022 | Management | For | For |
| 6 | Approve Remuneration of Directors of SAR 1,600,000 for FY 2022 | Management | For | For |
| 7 | Approve Interim Dividends of SAR 8 per Share for Second Half of FY 2022 | Management | For | For |
| 8.1 | Elect Turki Al Oteebi as Director | Management | None | Abstain |
| 8.2 | Elect Thamir Al Wadee as Director | Management | None | Abstain |
| 8.3 | Elect Ahmed Khoqeer as Director | Management | None | Abstain |
| 8.4 | Elect Khalid Al Muheesin as Director | Management | None | Abstain |
| 8.5 | Elect Sami Al Babteen as Director | Management | None | Abstain |
| 8.6 | Elect Badr Al Harbi as Director | Management | None | Abstain |
| 8.7 | Elect Sulayman Al Haseen as Director | Management | None | Abstain |
| 8.8 | Elect Anas Kintab as Director | Management | None | Abstain |
| 8.9 | Elect Ahmed Al Jreefani as Director | Management | None | Abstain |
| 8.10 | Elect Salih Al Khalaf as Director | Management | None | Abstain |
| 8.11 | Elect Abulrahman Al Zugheebi as Director | Management | None | Abstain |
| 8.12 | Elect Abdulazeez Al Habadan as Director | Management | None | Abstain |
| 8.13 | Elect Abdullah Al Jaeedi as Director | Management | None | Abstain |
| 8.14 | Elect Abdullah Al Feefi as Director | Management | None | Abstain |
| 8.15 | Elect Abdulazeez Al Areefi as Director | Management | None | Abstain |
| 8.16 | Elect Abdullah Al Al Sheikh as Director | Management | None | Abstain |
| 8.17 | Elect Sameer Al Abdrabbuh as Director | Management | None | Abstain |
| 8.18 | Elect Abdulazeez Al Hameed as Director | Management | None | Abstain |
| 8.19 | Elect Mohammed Al Assaf as Director | Management | None | Abstain |
| 8.20 | Elect Amal Al Ghamdi as Director | Management | None | Abstain |
| 8.21 | Elect Abdulrahman Al Faqeeh as Director | Management | None | Abstain |
| 8.22 | Elect Sulayman Al Quheedan as Director | Management | None | Abstain |
| 8.23 | Elect Abdullah Al Shamrani as Director | Management | None | Abstain |
| 8.24 | Elect Abdulrahman Al Rawaf as Director | Management | None | Abstain |
| 8.25 | Elect Khalid Al Ruwees as Director | Management | None | Abstain |
| 8.26 | Elect Ghassan Kashmeeri as Director | Management | None | Abstain |
| 8.27 | Elect Ahmed Murad as Director | Management | None | Abstain |
| 9 | Elect Members of Audit Committee and Approve its Responsibilities, Work Procedures, and Remuneration of its Members | Management | For | Against |
| 10 | Approve Interim Dividends Semi Annually or Quarterly for FY 2023 | Management | For | For |
| SAHARA INTERNATIONAL PETROCHEMICAL CO.
MEETING DATE: NOV 30, 2022 |
||||
|
TICKER: 2310
SECURITY ID: M8257M100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Khalid Al Zamil as Director | Management | None | Abstain |
| 1.2 | Elect Fahd Al Rajhi as Director | Management | None | Abstain |
| 1.3 | Elect Abdulrahman Al Zamil as Director | Management | None | Abstain |
| 1.4 | Elect Ziyad Al Turki as Director | Management | None | Abstain |
| 1.5 | Elect Riyadh Idrees as Director | Management | None | Abstain |
| 1.6 | Elect Saeed Al Isaei as Director | Management | None | Abstain |
| 1.7 | Elect Saeed Basmah as Director | Management | None | Abstain |
| 1.8 | Elect Ayidh Al Qarni as Director | Management | None | Abstain |
| 1.9 | Elect Abdullah Al Boueyneen as Director | Management | None | Abstain |
| 1.10 | Elect Abdulazeez bin Dayil as Director | Management | None | Abstain |
| 1.11 | Elect Turki Al Dahmash as Director | Management | None | Abstain |
| 1.12 | Elect Muhammad Al Ansari as Director | Management | None | Abstain |
| 1.13 | Elect Nujoud Al Qahtani as Director | Management | None | Abstain |
| 1.14 | Elect Abdulrahman Al Asskar as Director | Management | None | Abstain |
| 1.15 | Elect Ahmad Khouqeer as Director | Management | None | Abstain |
| 1.16 | Elect Adeeb Al Muheemeed as Director | Management | None | Abstain |
| 1.17 | Elect Fahd Al Oteebi as Director | Management | None | Abstain |
| 1.18 | Elect Basheer Al Nattar as Director | Management | None | Abstain |
| 1.19 | Elect Shakir Al Oteebi as Director | Management | None | Abstain |
| 1.20 | Elect Khadeejah Al Harbi as Director | Management | None | Abstain |
| 1.21 | Elect Abdullah Al Feefi as Director | Management | None | Abstain |
| 1.22 | Elect Talal Al Muammar as Director | Management | None | Abstain |
| 1.23 | Elect Muhammad Al Sakeet as Director | Management | None | Abstain |
| 1.24 | Elect Hasan Al Zahrani as Director | Management | None | Abstain |
| 1.25 | Elect Fahd Al Jarboua as Director | Management | None | Abstain |
| 1.26 | Elect Hani Al Zayd as Director | Management | None | Abstain |
| 1.27 | Elect Abdullah Al Shaykh as Director | Management | None | Abstain |
| 1.28 | Elect Abdullah Al Sabeel as Director | Management | None | Abstain |
| 1.29 | Elect Salih Al Khalaf as Director | Management | None | Abstain |
| 1.30 | Elect Thamir Al Wadee as Director | Management | None | Abstain |
| 1.31 | Elect Muhammad Al Shamsan as Director | Management | None | Abstain |
| 1.32 | Elect Waleed Bamaarouf as Director | Management | None | Abstain |
| 1.33 | Elect Fayiz Al Abdulrazzaq as Director | Management | None | Abstain |
| 1.34 | Elect Hatim Al Wabil as Director | Management | None | Abstain |
| 1.35 | Elect Farhan Al Boueyneen as Director | Management | None | Abstain |
| 1.36 | Elect Ahmad Al Dakheel as Director | Management | None | Abstain |
| 1.37 | Elect Fahd Al Muaykil as Director | Management | None | Abstain |
| 1.38 | Elect Ahmad Baaboud as Director | Management | None | Abstain |
| 1.39 | Elect Abdullah Al Fadhli as Director | Management | None | Abstain |
| 1.40 | Elect Adil Al Hazzani as Director | Management | None | Abstain |
| 1.41 | Elect Abdulrahman Al Zahrani as Director | Management | None | Abstain |
| 1.42 | Elect Muhammad Al Musallam as Director | Management | None | Abstain |
| 1.43 | Elect Musaad Al Aouhali as Director | Management | None | Abstain |
| 1.44 | Elect Firas Al Abbad as Director | Management | None | Abstain |
| 1.45 | Elect Abdulrahman Al Jibreen as Director | Management | None | Abstain |
| 1.46 | Elect Ghanim Omran as Director | Management | None | Abstain |
| 1.47 | Elect Hamoud Al Hamzah as Director | Management | None | Abstain |
| 1.48 | Elect Adeeb Al Faheed as Director | Management | None | Abstain |
| 1.49 | Elect Abdulwahab Abou Kweek as Director | Management | None | Abstain |
| 1.50 | Elect Abdulsalam Al Dureebi as Director | Management | None | Abstain |
| 1.51 | Elect Ahmad Murad as Director | Management | None | Abstain |
| 1.52 | Elect Abdullah Fateehi as Director | Management | None | Abstain |
| 2 | Elect Members of Audit Committee and Approve its Responsibilities, Work Procedures, and Remuneration of its Members | Management | For | Against |
| 3 | Elect Abdullah Al Boueyneen as an Independent Director | Management | For | For |
| 4 | Amend Audit Committee Charter | Management | For | Against |
| SAMSUNG ELECTRO-MECHANICS CO., LTD.
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: 009150
SECURITY ID: Y7470U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Yeo Yoon-gyeong as Outside Director | Management | For | For |
| 2.2 | Elect Choi Jong-gu as Outside Director | Management | For | For |
| 3.1 | Elect Yeo Yoon-gyeong as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Choi Jong-gu as a Member of Audit Committee | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD.
MEETING DATE: NOV 03, 2022 |
||||
|
TICKER: 005930
SECURITY ID: Y74718100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Heo Eun-nyeong as Outside Director | Management | For | For |
| 1.2 | Elect Yoo Myeong-hui as Outside Director | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD.
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: 005930
SECURITY ID: Y74718100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Han Jong-hui as Inside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SAMSUNG SDI CO., LTD.
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: 006400
SECURITY ID: Y74866107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Jeon Young-hyeon as Inside Director | Management | For | For |
| 2.2 | Elect Kwon Oh-gyeong as Outside Director | Management | For | For |
| 2.3 | Elect Kim Deok-hyeon as Outside Director | Management | For | For |
| 2.4 | Elect Lee Mi-gyeong as Outside Director | Management | For | For |
| 3.1 | Elect Kwon Oh-gyeong as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Lee Mi-gyeong as a Member of Audit Committee | Management | For | For |
| 4 | Elect Choi Won-wook as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SAMSUNG SDS CO., LTD.
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: 018260
SECURITY ID: Y7T72C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Cho Seung-ah as Outside Director | Management | For | For |
| 2.2 | Elect Moon Mu-il as Outside Director | Management | For | For |
| 2.3 | Elect Lee Jae-jin as Outside Director | Management | For | For |
| 2.4 | Elect Ahn Jeong-tae as Inside Director | Management | For | For |
| 3 | Elect Shin Hyeon-han as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 4.1 | Elect Cho Seung-ah as a Member of Audit Committee | Management | For | For |
| 4.2 | Elect Moon Mu-il as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SBI LIFE INSURANCE COMPANY LIMITED
MEETING DATE: AUG 29, 2022 |
||||
|
TICKER: 540719
SECURITY ID: Y753N0101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend as Final Dividend | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Statutory Auditors | Management | For | For |
| 4 | Approve Revision in Remuneration of Mahesh Kumar Sharma as Managing Director and Chief Executive Officer | Management | For | For |
| 5 | Amend Articles of Association | Management | For | For |
| 6 | Elect Swaminathan Janakiraman as Nominee Director | Management | For | For |
| SEEGENE, INC.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 096530
SECURITY ID: Y7569K106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Choi Jin-su as Inside Director | Management | For | For |
| 3.2 | Elect Lee Chang-se as Outside Director | Management | For | For |
| 3.3 | Elect Cheon Gyeong-jun as Non-Independent Non-Executive Director | Management | For | For |
| 4 | Appoint Ahn Myeong-wook as Internal Auditor | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | Against |
| 6 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Management | For | Against |
| SHINSEGAE, INC.
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: 004170
SECURITY ID: Y77538109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Kwon Hyeok-gu as Inside Director | Management | For | For |
| 2.2 | Elect Hong Seung-oh as Inside Director | Management | For | For |
| 2.3 | Elect Gwak Se-bung as Outside Director | Management | For | For |
| 2.4 | Elect Kim Han-nyeon as Outside Director | Management | For | For |
| 3 | Elect Kang Gyeong-won Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 4 | Elect Kim Han-nyeon as a Member of Audit Committee | Management | For | For |
| 5 | Approve Terms of Retirement Pay | Management | For | For |
| 6 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SHOUGANG FUSHAN RESOURCES GROUP LIMITED
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 639
SECURITY ID: Y7760F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3A | Elect Ding Rucai as Director | Management | For | For |
| 3B | Elect Wang Dongming as Director | Management | For | For |
| 3C | Elect Choi Wai Yin as Director | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| SIMPLO TECHNOLOGY CO., LTD.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: 6121
SECURITY ID: Y7987E104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| 3.1 | Elect Sung, Fu-Hsiang, with Shareholder No. 00000008, as Non-independent Director | Management | For | For |
| 3.2 | Elect a Representative of Bon Shin International Investment Co., Ltd. with Shareholder No. 00035704, as Non-independent Director | Management | For | Against |
| 3.3 | Elect Chen, Tai-Ming, with Shareholder No. A121552XXX, as Non-independent Director | Management | For | Against |
| 3.4 | Elect Wang, Chen-Wei, with Shareholder No. L101796XXX, as Independent Director | Management | For | Against |
| 3.5 | Elect Lin, Pi-Jung, with Shareholder No. A123097XXX, as Independent Director | Management | For | Against |
| 3.6 | Elect Chiu, Kuan-Hsun, with Shareholder No. B121420XXX, as Independent Director | Management | For | For |
| 3.7 | Elect Chu, Chih-Hao, with Shareholder No. A120418XXX, as Independent Director | Management | For | For |
| 4 | Approve Release of Restrictions of Competitive Activities of Newly Appointed Directors and Representatives | Management | For | For |
| SINBON ELECTRONICS CO., LTD.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: 3023
SECURITY ID: Y7989R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Consolidated Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| SINOPHARM GROUP CO. LTD.
MEETING DATE: DEC 23, 2022 |
||||
|
TICKER: 1099
SECURITY ID: Y8008N107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Wang Kan as Director and Authorize Board to Enter into a Service Contract with Him | Management | For | For |
| 2 | Elect Wang Peng as Supervisor and Authorize Board to Enter into a Service Contract with Him | Management | For | For |
| SK HYNIX, INC.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 000660
SECURITY ID: Y8085F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Han Ae-ra as Outside Director | Management | For | For |
| 2.2 | Elect Kim Jeong-won as Outside Director | Management | For | For |
| 2.3 | Elect Jeong Deok-gyun as Outside Director | Management | For | For |
| 3.1 | Elect Han Ae-ra as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Kim Jeong-won as a Member of Audit Committee | Management | For | For |
| 4 | Elect Park Seong-ha as Non-Independent Non-Executive Director | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SK SQUARE CO. LTD.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 402340
SECURITY ID: Y8T6X4107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Park Seong-ha as Inside Director | Management | For | For |
| 2.2 | Elect Lee Seong-hyeong as Non-Independent Non-Executive Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 4 | Approval of Reduction of Capital Reserve | Management | For | For |
| STANDARD BANK GROUP LTD.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: SBK
SECURITY ID: S80605140
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Lwazi Bam as Director | Management | For | For |
| 1.2 | Elect Ben Kruger as Director | Management | For | For |
| 1.3 | Re-elect Jacko Maree as Director | Management | For | For |
| 1.4 | Re-elect Nomgando Matyumza as Director | Management | For | For |
| 1.5 | Re-elect Nonkululeko Nyembezi as Director | Management | For | For |
| 2.1 | Elect Lwazi Bam as Member of the Audit Committee | Management | For | For |
| 2.2 | Re-elect Trix Kennealy as Member of the Audit Committee | Management | For | For |
| 2.3 | Re-elect Nomgando Matyumza as Member of the Audit Committee | Management | For | For |
| 2.4 | Re-elect Martin Oduor-Otieno as Member of the Audit Committee | Management | For | For |
| 2.5 | Re-elect Atedo Peterside as Member of the Audit Committee | Management | For | For |
| 3.1 | Reappoint KPMG Inc as Auditors | Management | For | For |
| 3.2 | Reappoint PricewaterhouseCoopers Inc as Auditors | Management | For | For |
| 4 | Place Authorised but Unissued Ordinary Shares under Control of Directors | Management | For | For |
| 5 | Place Authorised but Unissued Non-redeemable Preference Shares under Control of Directors | Management | For | For |
| 6.1 | Approve Remuneration Policy | Management | For | For |
| 6.2 | Approve Remuneration Implementation Report | Management | For | For |
| 7.1 | Approve Fees of Chairman | Management | For | For |
| 7.2 | Approve Fees of Directors | Management | For | For |
| 7.3 | Approve Fees of International Directors | Management | For | For |
| 7.4.1 | Approve Fees of the Audit Committee Chairman | Management | For | For |
| 7.4.2 | Approve Fees of the Audit Committee Members | Management | For | For |
| 7.5.1 | Approve Fees of the Directors' Affairs Committee Chairman | Management | None | None |
| 7.5.2 | Approve Fees of the Directors' Affairs Committee Members | Management | For | For |
| 7.6.1 | Approve Fees of the Remuneration Committee Chairman | Management | For | For |
| 7.6.2 | Approve Fees of the Remuneration Committee Members | Management | For | For |
| 7.7.1 | Approve Fees of the Risk and Capital Management Committee Chairman | Management | For | For |
| 7.7.2 | Approve Fees of the Risk and Capital Management Committee Members | Management | For | For |
| 7.8.1 | Approve Fees of the Social and Ethics Committee Chairman | Management | For | For |
| 7.8.2 | Approve Fees of the Social and Ethics Committee Members | Management | For | For |
| 7.9.1 | Approve Fees of the Information Technology Committee Chairman | Management | For | For |
| 7.9.2 | Approve Fees of the Information Technology Committee Members | Management | For | For |
| 7.10a | Approve Fees of the Model Approval Committee Chairman | Management | For | For |
| 7.10b | Approve Fees of the Model Approval Committee Members | Management | For | For |
| 7.11 | Approve Fees of the Large Exposure Credit Committee Members | Management | For | For |
| 7.12 | Approve Fees of the Ad Hoc Committee Members | Management | For | For |
| 8 | Authorise Repurchase of Issued Ordinary Share Capital | Management | For | For |
| 9 | Authorise Repurchase of Issued Preference Share Capital | Management | For | For |
| 10 | Approve Financial Assistance in Terms of Section 45 of the Companies Act | Management | For | For |
| STATE BANK OF INDIA
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 500112
SECURITY ID: Y8155P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| SUN PHARMACEUTICAL INDUSTRIES LIMITED
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: 524715
SECURITY ID: Y8523Y158
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sanjay Asher as Director | Management | For | Against |
| SURGUTNEFTEGAS PJSC
MEETING DATE: JUN 30, 2023 |
||||
|
TICKER: SNGS
SECURITY ID: X8799U105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report | Management | For | Did Not Vote |
| 2 | Approve Financial Statements | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends | Management | For | Did Not Vote |
| 4 | Approve Remuneration of Directors | Management | None | None |
| 5 | Approve Remuneration of Members of Audit Commission | Management | For | Did Not Vote |
| 6.1 | Elect Vladimir Bogdanov as Director | Management | None | None |
| 6.2 | Elect Aleksandr Bulanov as Director | Management | None | Did Not Vote |
| 6.3 | Elect Ivan Dinichenko as Director | Management | None | Did Not Vote |
| 6.4 | Elect Valerii Egorov as Director | Management | None | Did Not Vote |
| 6.5 | Elect Vladimir Elovskikh as Director | Management | None | Did Not Vote |
| 6.6 | Elect Oleg Eremenko as Director | Management | None | Did Not Vote |
| 6.7 | Elect Vladimir Erokhin as Director | Management | None | Did Not Vote |
| 6.8 | Elect Viktor Krivosheev as Director | Management | None | Did Not Vote |
| 6.9 | Elect Vadim Kutsenko as Director | Management | None | Did Not Vote |
| 6.10 | Elect Nikolai Matveev as Director | Management | None | Did Not Vote |
| 6.11 | Elect Georgii Mukhamadeev as Director | Management | None | Did Not Vote |
| 6.12 | Elect Ildus Usmanov as Director | Management | None | Did Not Vote |
| 7.1 | Elect Valentina Musikhina as Member of Audit Commission | Management | For | Did Not Vote |
| 7.2 | Elect Tamara Oleinik as Member of Audit Commission | Management | For | Did Not Vote |
| 7.3 | Elect Liudmila Prishchepova as Member of Audit Commission | Management | For | Did Not Vote |
| 8 | Ratify Auditor | Management | For | Did Not Vote |
| TAICHUNG COMMERCIAL BANK CO., LTD.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: 2812
SECURITY ID: Y8371H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report and Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| 3 | Approve the Issuance of New Shares by Capitalization of Profit | Management | For | For |
| 4 | Approve Amendments to Articles of Association | Management | For | For |
| 5 | Approve Amendments to Rules and Procedures Regarding Shareholder's General Meeting | Management | For | For |
| 6 | Amend Procedures Governing the Acquisition or Disposal of Assets | Management | For | For |
| 7.1 | Elect KUEI-FONG WANG with SHAREHOLDER NO.255744 as Non-independent Director | Management | For | For |
| 7.2 | Elect CHIEN-AN SHIH, a Representative of HSU TIAN INVESTMENT CO., LTD. with SHAREHOLDER NO.301898 as Non-independent Director | Management | For | For |
| 7.3 | Elect TE-WEI CHIA, a Representative of HSU TIAN INVESTMENT CO., LTD. with SHAREHOLDER NO.301898 as Non-independent Director | Management | For | For |
| 7.4 | Elect SHIH-YI CHIANG, a Representative of HSU TIAN INVESTMENT CO., LTD. with SHAREHOLDER NO.301898 as Non-independent Director | Management | For | For |
| 7.5 | Elect YING-HUI WU, a Representative of HSU TIAN INVESTMENT CO., LTD. with SHAREHOLDER NO.301898 as Non-independent Director | Management | For | For |
| 7.6 | Elect JIN-YI LEE with SHAREHOLDER NO.F104184XXX as Independent Director | Management | For | For |
| 7.7 | Elect LI-WOON LIM with SHAREHOLDER NO.B800242XXX as Independent Director | Management | For | For |
| 7.8 | Elect HSIN-CHANG TSAI with SHAREHOLDER NO.H120356XXX as Independent Director | Management | For | For |
| 7.9 | Elect PI-TA CHEN with SHAREHOLDER NO.A123149XXX as Independent Director | Management | For | For |
| TAIWAN BUSINESS BANK
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: 2834
SECURITY ID: Y8414R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve the Issuance of New Shares by Capitalization of Profit | Management | For | For |
| 4 | Approve Amendments to Articles of Association | Management | For | For |
| 5 | Approve Amendments to Rules and Procedures Regarding Shareholder's General Meeting | Management | For | For |
| 6 | Approve Release of Restrictions of Competitive Activities of Directors of the Board - Bank of Taiwan Co., Ltd. | Management | For | For |
| TAIWAN COOPERATIVE FINANCIAL HOLDING CO., LTD.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: 5880
SECURITY ID: Y8374C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Issuance of New Shares and Distribute Cash Dividends through Capitalization of Capital Surplus | Management | For | For |
| 4 | Approve Amendments to Articles of Association | Management | For | For |
| 5.1 | Elect Chien-Hao Lin, a Representative of Ministry of Finance R.O.C., with SHAREHOLDER NO.10000, as Non-independent Director | Shareholder | None | For |
| 5.2 | Elect Mei-Tsu Chen, a Representative of Ministry of Finance R.O.C., with SHAREHOLDER NO.10000, as Non-independent Director | Shareholder | None | For |
| 5.3 | Elect Yen-Dar Den, a Representative of Ministry of Finance R.O.C., with SHAREHOLDER NO.10000, as Non-independent Director | Shareholder | None | For |
| 5.4 | Elect Chung-Yung Lee, a Representative of Ministry of Finance R.O.C., with SHAREHOLDER NO.10000, as Non-independent Director | Shareholder | None | For |
| 5.5 | Elect Jui-Tang Chiang, a Representative of Ministry of Finance R.O.C., with SHAREHOLDER NO.10000, as Non-independent Director | Shareholder | None | For |
| 5.6 | Elect Kuo-Lang Hsu, a Representative of Ministry of Finance R.O.C., with SHAREHOLDER NO.10000, as Non-independent Director | Shareholder | None | For |
| 5.7 | Elect Jui-Chi Huang, a Representative of National Farmers Association R.O.C., with SHAREHOLDER NO.222001, as Non-independent Director | Shareholder | None | For |
| 5.8 | Elect Yung-Cheng Chang, a Representative of National Farmers Association R.O.C., with SHAREHOLDER NO.222001, as Non-independent Director | Shareholder | None | For |
| 5.9 | Elect Shen-Gang Mai, a Representative of National Federation of Credit Co-operative R.O.C, with SHAREHOLDER NO.11045, as Non-independent Director | Shareholder | None | For |
| 5.10 | Elect Cheng-Hua Fu, a Representative of Taiwan Cooperative Banks Labor Union, with SHAREHOLDER NO.11046, as Non-independent Director | Shareholder | None | For |
| 5.11 | Elect Beatrice Liu, with SHAREHOLDER NO.A220237XXX as Independent Director | Shareholder | None | For |
| 5.12 | Elect Hsuan-Chu Lin, with SHAREHOLDER NO.E122270XXX as Independent Director | Shareholder | None | For |
| 5.13 | Elect Arthur Shay, with SHAREHOLDER NO.A122644XXX as Independent Director | Shareholder | None | For |
| 5.14 | Elect Min-Chu Chang, with SHAREHOLDER NO.Q220504XXX as Independent Director | Shareholder | None | For |
| 5.15 | Elect Hann-Chyi Lin, with SHAREHOLDER NO.M100767XXX as Independent Director | Shareholder | None | For |
| 6 | Approve Release of Restrictions of Competitive Activities of Directors | Management | For | For |
| TATA CONSULTANCY SERVICES LIMITED
MEETING DATE: FEB 12, 2023 |
||||
|
TICKER: 532540
SECURITY ID: Y85279100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reelect Pradeep Kumar Khosla as Director | Management | For | For |
| TATA CONSULTANCY SERVICES LIMITED
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 532540
SECURITY ID: Y85279100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividends and Declare Final Dividend | Management | For | For |
| 3 | Reelect Aarthi Subramanian as Director | Management | For | Against |
| 4 | Elect K Krithivasan as Director | Management | For | For |
| 5 | Approve Appointment and Remuneration of K Krithivasan as Chief Executive Officer and Managing Director | Management | For | For |
| 6 | Approve Material Related Party Transactions | Management | For | Against |
| TATA ELXSI LIMITED
MEETING DATE: MAR 04, 2023 |
||||
|
TICKER: 500408
SECURITY ID: Y8560N107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Tata Elxsi Limited Performance Stock Option Plan 2023 | Management | For | For |
| TCS GROUP HOLDING PLC
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: TCS
SECURITY ID: 87238U203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | For |
| 2 | Approve Kiteserve Limited, Cyprus as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Reelect Daniel Wolfe as Director | Management | For | For |
| 4 | Reelect Sergey Arsenyev as Director | Management | For | For |
| 5 | Reelect Margarita Hadjitofi as Director | Management | For | For |
| 6 | Approve Director Remuneration | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| TELEFONICA BRASIL SA
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: VIVT3
SECURITY ID: P9T369176
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Acquisition of All Shares of Garliava RJ Infraestrutura e Redes de Telecomunicacoes S.A. | Management | For | For |
| 2 | Ratify Ernst & Young Assessoria Empresarial Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 3 | Approve Independent Firm's Appraisal | Management | For | For |
| 4 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| TELEFONICA BRASIL SA
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: VIVT3
SECURITY ID: P9T369176
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify PriceWaterhouseCoopers Auditores Independentes Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 2 | Approve Agreement to Absorb Garliava RJ Infraestrutura e Redes de Telecomunicacoes S.A. (Garliava) | Management | For | For |
| 3 | Approve Independent Firm's Appraisal | Management | For | For |
| 4 | Approve Absorption of Garliava RJ Infraestrutura e Redes de Telecomunicacoes S.A. (Garliava) | Management | For | For |
| TELEKOM MALAYSIA BERHAD
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: 4863
SECURITY ID: Y8578H118
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Shazril Imri Mokhtar as Director | Management | For | For |
| 2 | Elect Anis Rizana Mohd Zainudin @ Mohd Zainuddin as Director | Management | For | For |
| 3 | Elect Siti Zauyah Md Desa as Director | Management | For | For |
| 4 | Elect Hisham Zainal Mokhtar as Director | Management | For | For |
| 5 | Approve Directors' Fees | Management | For | For |
| 6 | Approve Directors' Benefits | Management | For | For |
| 7 | Approve Ernst & Young PLT (EY) as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | For |
| 8 | Approve Issuance of New Ordinary Shares Under the Dividend Reinvestment Scheme | Management | For | For |
| 9 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with Axiata Group Berhad and/or its subsidiaries (Axiata Group) | Management | For | For |
| 10 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with Tenaga Nasional Berhad and/or its subsidiaries (TNB Group) | Management | For | For |
| 11 | Approve Implementation of Shareholders' Mandate for Recurrent Related Party Transactions with Petroliam Nasional Berhad and/or its subsidiaries (Petronas Group) | Management | For | For |
| 12 | Approve Implementation of Additional Shareholders' Mandate for Recurrent Related Party Transactions with Astro Malaysia Holdings Berhad and/or its subsidiaries (AMHB Group) | Management | For | For |
| 13 | Approve Implementation of Additional Shareholders' Mandate for Recurrent Related Party Transactions with CelcomDigi Berhad and/or its subsidiaries (CelcomDigi Group) | Management | For | For |
| 14 | Approve Implementation of Additional Shareholders' Mandate for Recurrent Related Party Transactions with Digital Nasional Berhad (DNB) | Management | For | For |
| TENCENT MUSIC ENTERTAINMENT GROUP
MEETING DATE: JUN 30, 2023 |
||||
|
TICKER: 1698
SECURITY ID: 88034P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| THE FEDERAL BANK LIMITED (INDIA)
MEETING DATE: JUL 27, 2022 |
||||
|
TICKER: 500469
SECURITY ID: Y24781182
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Declare Final Dividend | Management | For | For |
| 3 | Reelect Ashutosh Khajuria as Director | Management | For | For |
| 4 | Approve Branch Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Appointment and Remuneration of C Balagopa as Part Time Chairman | Management | For | For |
| 6 | Elect Sankarshan Basu as Director | Management | For | For |
| 7 | Elect Ramanand Mundkur as Director | Management | For | For |
| 8 | Approve Reappointment and Remuneration of Shyam Srinivasan as Managing Director & Chief Executive Officer | Management | For | For |
| 9 | Approve Reappointment and Remuneration of Ashutosh Khajuria as Executive Director | Management | For | For |
| 10 | Approve Payment of Remuneration, Performance Linked Incentive and Stock Options to Shalini Warrier as Executive Director | Management | For | For |
| 11 | Approve Raising of Funds Through Issuance of Bonds | Management | For | For |
| 12 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 13 | Amend Object Clause of Memorandum of Association | Management | For | For |
| THE FEDERAL BANK LIMITED (INDIA)
MEETING DATE: APR 06, 2023 |
||||
|
TICKER: 500469
SECURITY ID: Y24781182
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reappointment and Remuneration of Shalini Warrier as Executive Director | Management | For | For |
| 2 | Approve Payment of Performance Linked Incentive and Grant of Stock Options to Shalini Warrier as Executive Director | Management | For | For |
| 3 | Approve Payment of Performance Linked Incentive and Grant of Stock Options to Ashutosh Khajuria as Executive Director | Management | For | For |
| THE PEOPLE'S INSURANCE COMPANY (GROUP) OF CHINA LIMITED
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: 1339
SECURITY ID: Y6800A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Xiao Jianyou as Director | Management | For | For |
| THE PEOPLE'S INSURANCE COMPANY (GROUP) OF CHINA LIMITED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: 1339
SECURITY ID: Y6800A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Scheme for the Company's Directors and Supervisors for the Year 2021 | Management | For | For |
| 2 | Elect Song Hongjun as Director | Management | For | For |
| THE PEOPLE'S INSURANCE COMPANY (GROUP) OF CHINA LIMITED
MEETING DATE: JUN 19, 2023 |
||||
|
TICKER: 1339
SECURITY ID: Y6800A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Final Financial Accounts | Management | For | For |
| 4 | Approve Profit Distribution | Management | For | For |
| 5 | Approve Fixed Asset Investment Budget | Management | For | For |
| 6 | Approve PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Charity Donation Plan | Management | For | For |
| 8 | Elect Wang Pengcheng as Director | Management | For | For |
| THE SHANGHAI COMMERCIAL & SAVINGS BANK LTD.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: 5876
SECURITY ID: Y7681K109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Amend Rules and Procedures Regarding Shareholder's General Meeting | Management | For | For |
| 4 | Approve Release of Restrictions on Competitive Activities of Directors and Representatives | Management | For | For |
| THUNGELA RESOURCES LTD.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: TGA
SECURITY ID: S84485101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Appoint PwC as Auditors with Andries Rossouw as the Individual Designated Auditor | Management | For | For |
| 2.1 | Elect Yoza Jekwa as Director | Management | For | For |
| 2.2 | Re-elect Thero Setiloane as Director | Management | For | For |
| 3.1 | Re-elect Kholeka Mzondeki as Member of the Audit Committee | Management | For | For |
| 3.2 | Re-elect Thero Setiloane as Member of the Audit Committee | Management | For | For |
| 3.3 | Re-elect Benjamin Kodisang as Member of the Audit Committee | Management | For | For |
| 4.1 | Approve Remuneration Policy | Management | For | For |
| 4.2 | Approve Implementation of the Remuneration Policy | Management | For | For |
| 5 | Place Authorised but Unissued Shares under Control of Directors | Management | For | Against |
| 6 | Authorise Ratification of Approved Resolutions | Management | For | For |
| 1 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| 2 | Approve Remuneration of Non-Executive Directors | Management | For | For |
| 3 | Approve Financial Assistance in Terms of Sections 44 and 45 of the Companies Act | Management | For | For |
| TIM SA
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: TIMS3
SECURITY ID: P9153B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Fix Number of Directors at Ten | Management | For | For |
| 4 | Approve Classification of Flavia Maria Bittencourt, Gesner Jose de Oliveira Filho, Herculano Anibal Alves, and Nicandro Durante as Independent Directors | Management | For | For |
| 5 | Elect Directors | Management | For | Against |
| 6 | In Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate? | Management | None | Against |
| 7 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 8.1 | Percentage of Votes to Be Assigned - Elect Adrian Calaza as Director | Management | None | Abstain |
| 8.2 | Percentage of Votes to Be Assigned - Elect Alberto Mario Griselli as Director | Management | None | Abstain |
| 8.3 | Percentage of Votes to Be Assigned - Elect Claudio Giovanni Ezio Ongaro as Director | Management | None | Abstain |
| 8.4 | Percentage of Votes to Be Assigned - Elect Elisabetta Paola Romano as Director | Management | None | Abstain |
| 8.5 | Percentage of Votes to Be Assigned - Elect Flavia Maria Bittencourt as Independent Director | Management | None | Abstain |
| 8.6 | Percentage of Votes to Be Assigned - Elect Gesner Jose de Oliveira Filho as Independent Director | Management | None | Abstain |
| 8.7 | Percentage of Votes to Be Assigned - Elect Herculano Anibal Alves as Independent Director | Management | None | Abstain |
| 8.8 | Percentage of Votes to Be Assigned - Elect Michela Mossini as Director | Management | None | Abstain |
| 8.9 | Percentage of Votes to Be Assigned - Elect Michele Valensise as Director | Management | None | Abstain |
| 8.10 | Percentage of Votes to Be Assigned - Elect Nicandro Durante as Independent Director | Management | None | Abstain |
| 9 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 10 | Fix Number of Fiscal Council Members at Three | Management | For | For |
| 11 | Elect Fiscal Council Members | Management | For | For |
| 12 | In Case One of the Nominees Leaves the Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate? | Management | None | Against |
| 13 | As an Ordinary Shareholder, Would You Like to Request a Separate Election of a Member of the Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | Abstain |
| 14 | Approve Remuneration of Company's Management, Committee Members, and Fiscal Council | Management | For | Against |
| TIM SA
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: TIMS3
SECURITY ID: P9153B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Prolonging of Cooperation and Support Agreement between Telecom Italia S.p.A and TIM S.A. | Management | For | For |
| 2 | Approve Agreement to Absorb Cozani RJ Infraestrutura e Redes de Telecomunicacoes S.A. | Management | For | For |
| 3 | Ratify Apsis Consultoria e Avaliacoes Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 4 | Approve Independent Firm's Appraisal | Management | For | For |
| 5 | Approve Absorption of Cozani RJ Infraestrutura e Redes de Telecomunicacoes S.A. | Management | For | For |
| 6 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| TIME DOTCOM BERHAD
MEETING DATE: FEB 15, 2023 |
||||
|
TICKER: 5031
SECURITY ID: Y8839J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Disposal | Management | For | For |
| TIME DOTCOM BERHAD
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: 5031
SECURITY ID: Y8839J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Low Kim Fui as Director | Management | For | For |
| 2 | Elect Kuan Li Li as Director | Management | For | For |
| 3 | Elect Selvendran Katheerayson as Director | Management | For | For |
| 4 | Approve Directors' Fees | Management | For | For |
| 5 | Approve Directors' Benefits | Management | For | For |
| 6 | Approve PricewaterhouseCoopers PLT as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| TIME DOTCOM BERHAD
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: 5031
SECURITY ID: Y8839J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Share Grant Plan | Management | For | Against |
| TONGCHENG TRAVEL HOLDINGS LIMITED
MEETING DATE: SEP 08, 2022 |
||||
|
TICKER: 780
SECURITY ID: G8918W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Yang Chia Hung as Director | Management | For | For |
| 2 | Amend Third Amended and Restated Memorandum and Articles of Association and Adopt Fourth Amended and Restated Memorandum and Articles of Association | Management | For | For |
| TONGCHENG TRAVEL HOLDINGS LIMITED
MEETING DATE: MAY 29, 2023 |
||||
|
TICKER: 780
SECURITY ID: G8918W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a1 | Elect Wu Zhixiang as Director | Management | For | For |
| 2a2 | Elect Jiang Hao as Director | Management | For | For |
| 2a3 | Elect Han Yuling as Director | Management | For | For |
| 2a4 | Elect Xie Qing Hua as Director | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 3 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 4B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 4C | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| TOPSPORTS INTERNATIONAL HOLDINGS LIMITED
MEETING DATE: AUG 01, 2022 |
||||
|
TICKER: 6110
SECURITY ID: G8924B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Special Dividend | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5a1 | Elect Yu Wu as Director | Management | For | For |
| 5a2 | Elect Hu Xiaoling as Director | Management | For | For |
| 5a3 | Elect Huang Victor as Director | Management | For | Against |
| 5b | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 9 | Amend Existing Memorandum and Articles of Association and Adopt New Memorandum and Articles of Association | Management | For | For |
| TRAVELSKY TECHNOLOGY LIMITED
MEETING DATE: SEP 01, 2022 |
||||
|
TICKER: 696
SECURITY ID: Y8972V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Liu Jianping as Director and Authorize Board to Fix His Remuneration | Management | For | For |
| 2 | Elect Liu Zehong as Director, Authorize Board to Fix His Remuneration and Approve Termination of the Office of Cao Shiqing as Director | Management | For | For |
| 3 | Elect Chan Wing Tak Kevin as Director, Authorize Board to Fix His Remuneration and Approve Termination of the Office of Ngai Wai Fung as Director | Management | For | For |
| 4 | Elect Xu Hongzhi as Director, Authorize Board to Fix His Remuneration and Approve Termination of the Office of Liu Xiangqun as Director | Management | For | For |
| TRAVELSKY TECHNOLOGY LIMITED
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: 696
SECURITY ID: Y8972V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Audited Financial Statements | Management | For | For |
| 4 | Approve Allocation of Profit and Distribution of Final Dividend | Management | For | For |
| 5 | Approve BDO China Shu Lun Pan Certified Public Accountants LLP as PRC Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Elect Bai Bin as Supervisor and Approve Termination of Tang Lichao as Supervisor | Shareholder | For | For |
| 7 | Approve Amendments to Articles of Association | Management | For | For |
| TRIP.COM GROUP LIMITED
MEETING DATE: JUN 30, 2023 |
||||
|
TICKER: 9961
SECURITY ID: 89677Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Third Amended and Restated Memorandum of Association and Articles of Association and Approve Fourth Amended and Restated Memorandum of Association and Articles of Association | Management | For | For |
| TURKIYE IS BANKASI AS
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: ISCTR.E
SECURITY ID: M8933F115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting and Elect Presiding Council of Meeting | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Discharge of Board | Management | For | For |
| 4 | Approve Allocation of Income | Management | For | For |
| 5 | Approve Director Remuneration | Management | For | Against |
| 6 | Elect Directors | Management | For | Against |
| 7 | Ratify External Auditors | Management | For | For |
| 8 | Grant Permission for Board Members to Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose in Accordance with Articles 395 and 396 of Turkish Commercial Law | Management | For | For |
| 9 | Authorize Share Capital Increase with Preemptive Rights | Management | For | Against |
| 10 | Approve Donations for Earthquake Relief Efforts | Management | For | For |
| 11 | Receive Information on Donations Made in 2022 | Management | None | None |
| 12 | Receive Information in Accordance with Article 1.3.6 of the Corporate Governance Principles of the Capital Market Board | Management | None | None |
| 13 | Receive Information on Share Repurchase Program | Management | None | None |
| 14 | Receive Information on Company Policy of Lower Carbon Emission | Management | None | None |
| VALE SA
MEETING DATE: DEC 21, 2022 |
||||
|
TICKER: VALE3
SECURITY ID: P9661Q155
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles Re: Wording Amendments | Management | For | For |
| 2 | Amend Articles Re: Changes in Board of Directors and Executive Board Meetings | Management | For | For |
| 3 | Amend Articles Re: Changes in the Authorities of the Board of Directors and the Executive Board | Management | For | For |
| 4 | Amend Articles Re: Provisions about the Advisory Committees to the Board of Directors | Management | For | For |
| 5 | Consolidate Bylaws | Management | For | For |
| VALE SA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: VALE3
SECURITY ID: P9661Q155
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Article 5 to Reflect Changes in Capital | Management | For | For |
| VALE SA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: VALE3
SECURITY ID: P9661Q155
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Capital Budget, Allocation of Income and Dividends | Management | For | For |
| 3 | Fix Number of Directors at 13 | Management | For | For |
| 4 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | Against | Abstain |
| 5.1 | Elect Daniel Andre Stieler as Director | Management | For | For |
| 5.2 | Elect Douglas James Upton as Independent Director | Management | For | For |
| 5.3 | Elect Fernando Jorge Buso Gomes as Director | Management | For | Against |
| 5.4 | Elect Joao Luiz Fukunaga as Director | Management | For | For |
| 5.5 | Elect Jose Luciano Duarte Penido as Independent Director | Management | For | For |
| 5.6 | Elect Luis Henrique Cals de Beauclair Guimaraes as Independent Director | Management | For | For |
| 5.7 | Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director | Management | For | For |
| 5.8 | Elect Marcelo Gasparino da Silva as Independent Director | Management | For | For |
| 5.9 | Elect Paulo Hartung as Independent Director | Management | For | For |
| 5.10 | Elect Rachel de Oliveira Maia as Independent Director | Management | For | For |
| 5.11 | Elect Shunji Komai as Director | Management | For | For |
| 5.12 | Elect Vera Marie Inkster as Independent Director | Management | For | For |
| 6 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | For | For |
| 7.1 | Percentage of Votes to Be Assigned - Elect Daniel Andre Stieler as Director | Management | For | For |
| 7.2 | Percentage of Votes to Be Assigned - Elect Douglas James Upton as Independent Director | Management | For | For |
| 7.3 | Percentage of Votes to Be Assigned - Elect Fernando Jorge Buso Gomes as Director | Management | For | Against |
| 7.4 | Percentage of Votes to Be Assigned - Elect Joao Luiz Fukunaga as Director | Management | For | For |
| 7.5 | Percentage of Votes to Be Assigned - Elect Jose Luciano Duarte Penido as Independent Director | Management | For | For |
| 7.6 | Percentage of Votes to Be Assigned - Elect Luis Henrique Cals de Beauclair Guimaraes as Independent Director | Management | For | For |
| 7.7 | Percentage of Votes to Be Assigned - Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director | Management | For | For |
| 7.8 | Percentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Independent Director | Management | For | For |
| 7.9 | Percentage of Votes to Be Assigned - Elect Paulo Hartung as Independent Director | Management | For | For |
| 7.10 | Percentage of Votes to Be Assigned - Elect Rachel de Oliveira Maia as Independent Director | Management | For | For |
| 7.11 | Percentage of Votes to Be Assigned - Elect Shunji Komai as Director | Management | For | For |
| 7.12 | Percentage of Votes to Be Assigned - Elect Vera Marie Inkster as Independent Director | Management | For | For |
| 8 | Elect Daniel Andre Stieler as Board Chairman | Management | For | For |
| 9 | Elect Marcelo Gasparino da Silva as Vice-Chairman | Management | For | For |
| 10.1 | Elect Heloisa Belotti Bedicks as Fiscal Council Member and Jandaraci Ferreira de Araujo as Alternate Appointed by Geracao L. Par Fundo de Investimento em Acoes and Other Shareholders | Shareholder | None | For |
| 10.2 | Elect Marcio de Souza as Fiscal Council Member and Ana Maria Loureiro Recart as Alternate Appointed by Caixa de Previdencia dos Funcionarios do Banco do Brasil - Previ | Shareholder | None | For |
| 10.3 | Elect Paulo Clovis Ayres Filho as Fiscal Council Member and Guilherme Jose de Vasconcelos Cerqueira as Alternate Appointed by Cosan | Shareholder | None | For |
| 10.4 | Elect Raphael Manhaes Martins as Fiscal Council Member and Adriana de Andrade Sole as Alternate Appointed by Geracao L. Par Fundo de Investimento em Acoes and Other Shareholders | Shareholder | None | For |
| 11 | Approve Remuneration of Company's Management and Fiscal Council | Management | For | For |
| VEDANTA LIMITED
MEETING DATE: AUG 10, 2022 |
||||
|
TICKER: 500295
SECURITY ID: Y9364D105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Confirm First, Second and Third Interim Dividend | Management | For | For |
| 4 | Reelect Priya Agarwal as Director | Management | For | Against |
| 5 | Reelect Akhilesh Joshi as Director | Management | For | Against |
| 6 | Approver Material Related Party Transactions with Bharat Aluminium Company Limited | Management | For | For |
| 7 | Approver Material Related Party Transactions with ESL Steel Limited | Management | For | For |
| 8 | Approver Material Related Party Transactions with Sterlite Power Transmission Limited | Management | For | For |
| 9 | Approve Remuneration of Cost Auditors | Management | For | For |
| VEDANTA LIMITED
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: 500295
SECURITY ID: Y9364D105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| VODACOM GROUP LTD.
MEETING DATE: JUL 18, 2022 |
||||
|
TICKER: VOD
SECURITY ID: S9453B108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for the Year Ended 31 March 2022 | Management | For | For |
| 2 | Elect Nomkhita Nqweni as Director | Management | For | For |
| 3 | Re-elect John Otty as Director | Management | For | For |
| 4 | Re-elect Sunil Sood as Director | Management | For | For |
| 5 | Re-elect Phuti Mahanyele-Dabengwa as Director | Management | For | For |
| 6 | Reappoint Ernst & Young Inc. as Auditors with Vinodhan Pillay as the Individual Registered Auditor | Management | For | For |
| 7 | Approve Remuneration Policy | Management | For | For |
| 8 | Approve Implementation of Remuneration Policy | Management | For | For |
| 9 | Re-elect Clive Thomson as Member of the Audit, Risk and Compliance Committee | Management | For | For |
| 10 | Re-elect Khumo Shuenyane as Member of the Audit, Risk and Compliance Committee | Management | For | For |
| 11 | Re-elect Nomkhita Nqweni as Member of the Audit, Risk and Compliance Committee | Management | For | For |
| 12 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| 13 | Approve Increase in Non-Executive Directors' Fees | Management | For | For |
| WANT WANT CHINA HOLDINGS LIMITED
MEETING DATE: AUG 23, 2022 |
||||
|
TICKER: 151
SECURITY ID: G9431R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a | Approve Final Dividend | Management | For | For |
| 2b | Approve Special Dividend | Management | For | For |
| 3a1 | Elect Tsai Eng-Meng as Director | Management | For | For |
| 3a2 | Elect Huang Yung-Sung as Director | Management | For | For |
| 3a3 | Elect Lai Hong Yee as Director | Management | For | For |
| 3a4 | Elect Cheng Wen-Hsien as Director | Management | For | For |
| 3a5 | Elect Pei Kerwei as Director | Management | For | For |
| 3b | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Amend Existing Memorandum and Articles of Association and Adopt New Memorandum and Articles of Association | Management | For | For |
| WH GROUP LIMITED
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: 288
SECURITY ID: G96007102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a | Elect Ma Xiangjie as Director | Management | For | For |
| 2b | Elect Huang Ming as Director | Management | For | For |
| 2c | Elect Lau, Jin Tin Don as Director | Management | For | For |
| 2d | Elect Zhou Hui as Director | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve Ernst & Young as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Final Dividend | Management | For | For |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 8 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 9 | Amend Current Amended and Restated Memorandum and Articles of Association and Adopt Second Amended and Restated Memorandum and Articles of Association | Management | For | For |
| WIPRO LIMITED
MEETING DATE: JUL 19, 2022 |
||||
|
TICKER: 507685
SECURITY ID: Y96659142
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend as Final Dividend | Management | For | For |
| 3 | Reelect Azim H. Premji as Director | Management | For | For |
| 4 | Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| WIPRO LIMITED
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: 507685
SECURITY ID: Y96659142
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Paivi Elina Rekonen Fleischer as Director | Management | For | For |
| WNS (HOLDINGS) LIMITED
MEETING DATE: SEP 22, 2022 |
||||
|
TICKER: WNS
SECURITY ID: 92932M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Ratify Grant Thornton Bharat LLP as Auditors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 4 | Reelect Timothy L. Main as a Director | Management | For | For |
| 5 | Reelect Thi Nhuoc Lan Tu as a Director | Management | For | For |
| 6 | Reelect Mario P. Vitale as a Director | Management | For | For |
| 7 | Reelect Gareth Williams as a Director | Management | For | For |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Amend Omnibus Stock Plan | Management | For | For |
| WOORI FINANCIAL GROUP, INC.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 316140
SECURITY ID: Y972JZ105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Jeong Chan-hyeong as Outside Director | Management | For | Against |
| 3.2 | Elect Yoon Su-young as Outside Director | Management | For | For |
| 3.3 | Elect Lim Jong-ryong as Inside Director | Management | For | For |
| 4 | Elect Ji Seong-bae as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 5.1 | Elect Jeong Chan-hyeong as a Member of Audit Committee | Management | For | Against |
| 5.2 | Elect Yoon Su-young as a Member of Audit Committee | Management | For | For |
| 5.3 | Elect Shin Yo-han as a Member of Audit Committee | Management | For | For |
| 6 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: BS6
SECURITY ID: Y9728A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Directors' Statement, Audited Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Directors' Fees | Management | For | For |
| 4 | Elect Yee Kee Shian, Leon as Director | Management | For | Against |
| 5 | Elect Liu Hua as Director | Management | For | Against |
| 6 | Elect Poh Boon Hu, Raymond as Director | Management | For | For |
| 7 | Elect Ren Letian as Director | Management | For | For |
| 8 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 10 | Authorize Share Repurchase Program | Management | For | For |
| YAPI VE KREDI BANKASI AS
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: YKBNK.E
SECURITY ID: M9869G101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting and Elect Presiding Council of Meeting | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Discharge of Board | Management | For | For |
| 4 | Approve Sale of Receivables | Management | For | For |
| 5 | Elect Directors | Management | For | Against |
| 6 | Approve Remuneration Policy and Director Remuneration for 2022 | Management | For | For |
| 7 | Approve Director Remuneration | Management | For | Against |
| 8 | Approve Allocation of Income | Management | For | For |
| 9 | Approve Accounting Transfers | Management | For | For |
| 10 | Approve Share Repurchase Program | Management | For | For |
| 11 | Ratify External Auditors | Management | For | For |
| 12 | Approve Upper Limit of Donations for 2023 and Receive Information on Donations Made in 2022 | Management | For | Against |
| 13 | Receive Information on Company Policy of Lower Carbon Emission | Management | None | None |
| 14 | Grant Permission for Board Members to Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose in Accordance with Articles 395 and 396 of Turkish Commercial Law | Management | For | For |
| 15 | Wishes | Management | None | None |
| YUM CHINA HOLDINGS, INC.
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: YUMC
SECURITY ID: 98850P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 2 | Authorize Share Repurchase Program | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| YUM CHINA HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: YUMC
SECURITY ID: 98850P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred Hu | Management | For | For |
| 1b | Elect Director Joey Wat | Management | For | For |
| 1c | Elect Director Peter A. Bassi | Management | For | For |
| 1d | Elect Director Edouard Ettedgui | Management | For | For |
| 1e | Elect Director Ruby Lu | Management | For | For |
| 1f | Elect Director Zili Shao | Management | For | For |
| 1g | Elect Director William Wang | Management | For | For |
| 1h | Elect Director Min (Jenny) Zhang | Management | For | For |
| 1i | Elect Director Christina Xiaojing Zhu | Management | For | For |
| 2 | Ratify KPMG Huazhen LLP and KPMG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| ZHEN DING TECHNOLOGY HOLDING LTD.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: 4958
SECURITY ID: G98922100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report and Consolidated Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| 3 | Amend Articles of Association | Management | For | For |
| 4 | Amend Rules and Procedures Regarding Shareholder's General Meeting | Management | For | For |
| 5 | Amend Procedures for Endorsement and Guarantees | Management | For | Against |
| 6.1 | Elect CHANG-FANG SHEN, with Shareholder No.00000015, as Non-Independent Director | Management | For | For |
| 6.2 | Elect CHE-HUNG YU, a Representative of FOXCONN FAR EAST LIMITED with Shareholder No.00000002, as Non-Independent Director | Management | For | For |
| 6.3 | Elect TING-CHUAN LEE, with Shareholder No.00060878, as Non-Independent Director | Management | For | For |
| 6.4 | Elect CHEN-FU CHIEN, with Shareholder No.H120290XXX, as Independent Director | Management | For | For |
| 6.5 | Elect JING-YING HU, with Shareholder No.A221052XXX, as Independent Director | Management | For | For |
| 6.6 | Elect XIN-CHENG YEH, with Shareholder No.C120223XXX, as Independent Director | Management | For | For |
| 6.7 | Elect JUN-CHONG CHEN, with Shareholder No.A122360XXX, as Independent Director | Management | For | For |
| 7 | Approve Release of Restrictions on Competitive Activities of Newly Appointed Directors (Including Independent Directors) and Representatives | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY GROWTH OPPORTUNITIES ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACV AUCTIONS INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: ACVA
SECURITY ID: 00091G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eileen A. Kamerick | Management | For | For |
| 1.2 | Elect Director Brian Hirsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ADOBE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: ADBE
SECURITY ID: 00724F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADVANCED MICRO DEVICES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: AMD
SECURITY ID: 007903107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | For |
| 1i | Elect Director Elizabeth W. Vanderslice | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AGILON HEALTH, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AGL
SECURITY ID: 00857U107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ron Williams | Management | For | For |
| 1b | Elect Director Derek L. Strum | Management | For | For |
| 1c | Elect Director Diana L. McKenzie | Management | For | For |
| 1d | Elect Director Karen McLoughlin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALIGNMENT HEALTHCARE, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ALHC
SECURITY ID: 01625V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jody Bilney | Management | For | For |
| 1.2 | Elect Director David Hodgson | Management | For | For |
| 1.3 | Elect Director Jacqueline Kosecoff | Management | For | For |
| 1.4 | Elect Director Jeffrey Margolis | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALNYLAM PHARMACEUTICALS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ALNY
SECURITY ID: 02043Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael W. Bonney | Management | For | For |
| 1b | Elect Director Yvonne L. Greenstreet | Management | For | For |
| 1c | Elect Director Phillip A. Sharp | Management | For | For |
| 1d | Elect Director Elliott Sigal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALX ONCOLOGY HOLDINGS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: ALXO
SECURITY ID: 00166B105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Garland | Management | For | For |
| 1.2 | Elect Director Rekha Hemrajani | Management | For | For |
| 1.3 | Elect Director Jaume Pons | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMAZON.COM, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMZN
SECURITY ID: 023135106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| ANTERO RESOURCES CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: AR
SECURITY ID: 03674X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Rady | Management | For | Withhold |
| 1.2 | Elect Director Thomas B. Tyree, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Brenda R. Schroer | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLIED MATERIALS, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: AMAT
SECURITY ID: 038222105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| APTIV PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: APTV
SECURITY ID: G6095L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARGENX SE
MEETING DATE: SEP 08, 2022 |
||||
|
TICKER: ARGX
SECURITY ID: 04016X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Camilla Sylvest as Non-Executive Director | Management | For | For |
| 3 | Other Business (Non-Voting) | Management | None | None |
| 4 | Close Meeting | Management | None | None |
| ARGENX SE
MEETING DATE: DEC 12, 2022 |
||||
|
TICKER: ARGX
SECURITY ID: 04016X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Ana Cespedes as Non-Executive Director | Management | For | For |
| 3 | Other Business (Non-Voting) | Management | None | None |
| 4 | Close Meeting | Management | None | None |
| ARGENX SE
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: ARGX
SECURITY ID: 04016X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4.a | Discuss Annual Report for FY 2022 | Management | None | None |
| 4.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4.c | Discussion on Company's Corporate Governance Structure | Management | None | None |
| 4.d | Approve Allocation of Losses to the Retained Earnings of the Company | Management | For | For |
| 4.e | Approve Discharge of Directors | Management | For | For |
| 5 | Reelect Don deBethizy as Non-Executive Director | Management | For | Against |
| 6 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 7 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 8 | Other Business (Non-Voting) | Management | None | None |
| 9 | Close Meeting | Management | None | None |
| ARVINAS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ARVN
SECURITY ID: 04335A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sunil Agarwal | Management | For | For |
| 1.2 | Elect Director Leslie V. Norwalk | Management | For | Withhold |
| 1.3 | Elect Director John Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ASCENDIS PHARMA A/S
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: ASND
SECURITY ID: 04351P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | For |
| 2a | Elect William Carl Fairey Jr. as New Director | Management | For | For |
| 2b | Elect Siham Imani as New Director | Management | For | For |
| 3 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | For |
| ASCENDIS PHARMA A/S
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: ASND
SECURITY ID: 04351P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | For |
| 2 | Approve Company Activity Report | Management | For | For |
| 3 | Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board | Management | For | For |
| 4 | Approve Treatment of Net Loss | Management | For | For |
| 5.1 | Reelect Jan Moller Mikkelsen as Director For Two Years Term | Management | For | For |
| 5.2 | Reelect Lisa Morrison as Director For Two Years Term | Management | For | For |
| 5.3 | Reelect Bill Fairey as Director For Two Years Term | Management | For | For |
| 5.4 | Reelect Siham Imani as Director For Two Years Term | Management | For | For |
| 6 | Ratify Deloitte as Auditors | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| BILL.COM HOLDINGS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: BILL
SECURITY ID: 090043100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven Cakebread | Management | For | For |
| 1.2 | Elect Director David Hornik | Management | For | For |
| 1.3 | Elect Director Brian Jacobs | Management | For | For |
| 1.4 | Elect Director Allie Kline | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BLOCK, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SQ
SECURITY ID: 852234103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | For |
| 1.2 | Elect Director Amy Brooks | Management | For | For |
| 1.3 | Elect Director Shawn Carter | Management | For | For |
| 1.4 | Elect Director James McKelvey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| BLUEPRINT MEDICINES CORPORATION
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: BPMC
SECURITY ID: 09627Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexis Borisy | Management | For | Withhold |
| 1.2 | Elect Director Lonnel Coats | Management | For | For |
| 1.3 | Elect Director Kathryn Haviland | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOSTON SCIENTIFIC CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BSX
SECURITY ID: 101137107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nelda J. Connors | Management | For | For |
| 1b | Elect Director Charles J. Dockendorff | Management | For | For |
| 1c | Elect Director Yoshiaki Fujimori | Management | For | For |
| 1d | Elect Director Edward J. Ludwig | Management | For | For |
| 1e | Elect Director Michael F. Mahoney | Management | For | For |
| 1f | Elect Director David J. Roux | Management | For | For |
| 1g | Elect Director John E. Sununu | Management | For | For |
| 1h | Elect Director David S. Wichmann | Management | For | For |
| 1i | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CANADIAN NATURAL RESOURCES LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CNQ
SECURITY ID: 136385101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | For |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| CAPRI HOLDINGS LIMITED
MEETING DATE: AUG 03, 2022 |
||||
|
TICKER: CPRI
SECURITY ID: G1890L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy Gibbons | Management | For | For |
| 1b | Elect Director Jane Thompson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CARVANA CO.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: CVNA
SECURITY ID: 146869102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Maroone | Management | For | Withhold |
| 1.2 | Elect Director Neha Parikh | Management | For | Withhold |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| CAZOO GROUP LTD
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: CZOO
SECURITY ID: G2007L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reverse Stock Split | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | Against |
| CAZOO GROUP LTD
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: CZOO
SECURITY ID: G2007L204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul Woolf | Management | For | For |
| 1.2 | Elect Director Duncan Tatton-Brown | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| CELLDEX THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CLDX
SECURITY ID: 15117B202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen L. Shoos | Management | For | For |
| 1b | Elect Director Anthony S. Marucci | Management | For | For |
| 1c | Elect Director Keith L. Brownlie | Management | For | For |
| 1d | Elect Director Cheryl L. Cohen | Management | For | For |
| 1e | Elect Director Herbert J. Conrad | Management | For | For |
| 1f | Elect Director Rita I. Jain | Management | For | For |
| 1g | Elect Director James J. Marino | Management | For | For |
| 1h | Elect Director Garry A. Neil | Management | For | For |
| 1i | Elect Director Harry H. Penner, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CENOVUS ENERGY INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CVE
SECURITY ID: 15135U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Keith M. Casey | Management | For | For |
| 2.2 | Elect Director Canning K.N. Fok | Management | For | For |
| 2.3 | Elect Director Jane E. Kinney | Management | For | For |
| 2.4 | Elect Director Harold (Hal) N. Kvisle | Management | For | For |
| 2.5 | Elect Director Eva L. Kwok | Management | For | For |
| 2.6 | Elect Director Melanie A. Little | Management | For | For |
| 2.7 | Elect Director Richard J. Marcogliese | Management | For | For |
| 2.8 | Elect Director Jonathan M. McKenzie | Management | For | For |
| 2.9 | Elect Director Claude Mongeau | Management | For | For |
| 2.10 | Elect Director Alexander J. Pourbaix | Management | For | For |
| 2.11 | Elect Director Wayne E. Shaw | Management | For | For |
| 2.12 | Elect Director Frank J. Sixt | Management | For | For |
| 2.13 | Elect Director Rhonda I. Zygocki | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Report on Lobbying and Policy Advocacy with its Net Zero Goal | Shareholder | For | For |
| CENTENE CORPORATION
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| CENTENE CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jessica L. Blume | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director Christopher J. Coughlin | Management | For | For |
| 1d | Elect Director H. James Dallas | Management | For | For |
| 1e | Elect Director Wayne S. DeVeydt | Management | For | For |
| 1f | Elect Director Frederick H. Eppinger | Management | For | For |
| 1g | Elect Director Monte E. Ford | Management | For | For |
| 1h | Elect Director Sarah M. London | Management | For | For |
| 1i | Elect Director Lori J. Robinson | Management | For | For |
| 1j | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Against | Against |
| CHENIERE ENERGY, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LNG
SECURITY ID: 16411R208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Andrea Botta | Management | For | For |
| 1b | Elect Director Jack A. Fusco | Management | For | For |
| 1c | Elect Director Patricia K. Collawn | Management | For | For |
| 1d | Elect Director Brian E. Edwards | Management | For | For |
| 1e | Elect Director Denise Gray | Management | For | For |
| 1f | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1g | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1h | Elect Director Matthew Runkle | Management | For | For |
| 1i | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Stranded Carbon Asset Risk | Shareholder | Against | Against |
| CLOUDFLARE, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NET
SECURITY ID: 18915M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Sandell | Management | For | Withhold |
| 1.2 | Elect Director Michelle Zatlyn | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| COINBASE GLOBAL, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: COIN
SECURITY ID: 19260Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederick Ernest Ehrsam, III | Management | For | For |
| 1.2 | Elect Director Kathryn Haun | Management | For | For |
| 1.3 | Elect Director Kelly A. Kramer | Management | For | Withhold |
| 1.4 | Elect Director Tobias Lutke | Management | For | For |
| 1.5 | Elect Director Gokul Rajaram | Management | For | Withhold |
| 1.6 | Elect Director Fred Wilson | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CONFLUENT, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CFLT
SECURITY ID: 20717M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew Miller | Management | For | For |
| 1b | Elect Director Eric Vishria | Management | For | For |
| 1c | Elect Director Michelangelo Volpi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CONSTELLATION ENERGY CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CEG
SECURITY ID: 21037T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Dominguez | Management | For | For |
| 1.2 | Elect Director Julie Holzrichter | Management | For | For |
| 1.3 | Elect Director Ashish Khandpur | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CYTOKINETICS, INCORPORATED
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CYTK
SECURITY ID: 23282W605
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward M. Kaye | Management | For | For |
| 1b | Elect Director Wendell Wierenga | Management | For | For |
| 1c | Elect Director Nancy J. Wysenski | Management | For | For |
| 2 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Directors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Senior Officers | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DANAHER CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: DHR
SECURITY ID: 235851102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DATADOG, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DDOG
SECURITY ID: 23804L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Olivier Pomel | Management | For | For |
| 1b | Elect Director Dev Ittycheria | Management | For | For |
| 1c | Elect Director Shardul Shah | 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 |
| DLOCAL LIMITED
MEETING DATE: OCT 26, 2022 |
||||
|
TICKER: DLO
SECURITY ID: G29018101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Mariam Toulan | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| DOORDASH, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: DASH
SECURITY ID: 25809K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shona L. Brown | Management | For | For |
| 1b | Elect Director Alfred Lin | Management | For | For |
| 1c | Elect Director Stanley Tang | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DOUBLEVERIFY HOLDINGS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DV
SECURITY ID: 25862V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Davis Noell | Management | For | For |
| 1.2 | Elect Director Lucy Stamell Dobrin | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DUOLINGO, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: DUOL
SECURITY ID: 26603R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amy Bohutinsky | Management | For | For |
| 1.2 | Elect Director Gillian Munson | Management | For | For |
| 1.3 | Elect Director Jim Shelton | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DYNATRACE, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: DT
SECURITY ID: 268150109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ambika Kapur Gadre | Management | For | For |
| 1b | Elect Director Steve Rowland | Management | For | For |
| 1c | Elect Director Kenneth 'Chip' Virnig | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ELASTIC N.V.
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: ESTC
SECURITY ID: N14506104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohaib Abbasi | Management | For | For |
| 1b | Elect Director Caryn Marooney | Management | For | For |
| 1c | Elect Director Chetan Puttagunta | Management | For | For |
| 1d | Elect Director Steven Schuurman | Management | For | For |
| 2 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3 | Appoint PricewaterhouseCoopers Accountants N.V. as External Auditor | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Discharge of Executive Directors | Management | For | For |
| 6 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EPAM SYSTEMS, INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: EPAM
SECURITY ID: 29414B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene Roman | Management | For | For |
| 1.2 | Elect Director Jill B. Smart | Management | For | For |
| 1.3 | Elect Director Ronald Vargo | 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 |
| EXELIXIS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: EXEL
SECURITY ID: 30161Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1a | Elect Management Nominee Director Maria C. Freire | Management | For | For |
| 1b | Elect Management Nominee Director Alan M. Garber | Management | For | For |
| 1c | Elect Management Nominee Director Michael M. Morrissey | Management | For | For |
| 1d | Elect Management Nominee Director Stelios Papadopoulos | Management | For | For |
| 1e | Elect Management Nominee Director George Poste | Management | For | For |
| 1f | Elect Management Nominee Director Julie Anne Smith | Management | For | For |
| 1g | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 1h | Elect Management Nominee Director Jacqueline Wright | Management | For | For |
| 1i | Elect Management Nominee Director Jack L. Wyszomierski | Management | For | For |
| 1j | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | For |
| 1k | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | For |
| 1l | Elect Opposition Nominee Director David E. Johnson | Shareholder | None | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1.1 | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | Did Not Vote |
| 1.2 | Elect Opposition Nominee Director David E. Johnson | Shareholder | For | Did Not Vote |
| 1.3 | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | Did Not Vote |
| 1.4 | Elect Management Nominee Director Maria C. Freire | Management | None | Did Not Vote |
| 1.5 | Elect Management Nominee Director Alan M. Garber | Management | None | Did Not Vote |
| 1.6 | Elect Management Nominee Director Michael M. Morrissey | Management | None | Did Not Vote |
| 1.7 | Elect Management Nominee Director Stelios Papadopoulos | Management | None | Did Not Vote |
| 1.8 | Elect Management Nominee Director George Poste | Management | None | Did Not Vote |
| 1.9 | Elect Management Nominee Director Julie Anne Smith | Management | None | Did Not Vote |
| 1.10 | Elect Management Nominee Director Jacqueline Wright | Management | None | Did Not Vote |
| 1.11 | Elect Management Nominee Director Jack L. Wyszomierski | Management | None | Did Not Vote |
| 1.12 | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
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|
TICKER: XOM
SECURITY ID: 30231G102
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FISERV, INC.
MEETING DATE: MAY 17, 2023 |
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|
TICKER: FISV
SECURITY ID: 337738108
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| FIVE9, INC.
MEETING DATE: MAY 16, 2023 |
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|
TICKER: FIVN
SECURITY ID: 338307101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Burkland | Management | For | For |
| 1.2 | Elect Director Robert Zollars | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KMPG LLP as Auditors | Management | For | For |
| FLEX LTD.
MEETING DATE: AUG 25, 2022 |
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|
TICKER: FLEX
SECURITY ID: Y2573F102
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Revathi Advaithi | Management | For | For |
| 1b | Elect Director Michael D. Capellas | Management | For | For |
| 1c | Elect Director John D. Harris, II | Management | For | For |
| 1d | Elect Director Michael E. Hurlston | Management | For | For |
| 1e | Elect Director Erin L. McSweeney | Management | For | For |
| 1f | Elect Director Marc A. Onetto | Management | For | For |
| 1g | Elect Director Charles K. Stevens, III | Management | For | For |
| 1h | Elect Director Lay Koon Tan | Management | For | For |
| 1i | Elect Director Patrick J. Ward | Management | For | For |
| 1j | Elect Director William D. Watkins | Management | For | For |
| 2 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Issuance of Shares without Preemptive Rights | Management | For | For |
| 5 | Authorize Share Repurchase Program | Management | For | For |
| FLOOR & DECOR HOLDINGS, INC.
MEETING DATE: MAY 10, 2023 |
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|
TICKER: FND
SECURITY ID: 339750101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dwight L. James | Management | For | For |
| 1b | Elect Director Melissa Kersey | Management | For | For |
| 1c | Elect Director Peter M. Starrett | Management | For | For |
| 1d | Elect Director Thomas V. Taylor | Management | For | For |
| 1e | Elect Director George Vincent West | Management | For | For |
| 1f | Elect Director Charles D. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| GLOBAL PAYMENTS INC.
MEETING DATE: APR 27, 2023 |
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|
TICKER: GPN
SECURITY ID: 37940X102
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director F. Thaddeus Arroyo | Management | For | For |
| 1b | Elect Director Robert H.B. Baldwin, Jr. | Management | For | For |
| 1c | Elect Director John G. Bruno | Management | For | For |
| 1d | Elect Director Joia M. Johnson | Management | For | For |
| 1e | Elect Director Ruth Ann Marshall | Management | For | For |
| 1f | Elect Director Connie D. McDaniel | Management | For | For |
| 1g | Elect Director Joseph H. Osnoss | Management | For | For |
| 1h | Elect Director William B. Plummer | Management | For | For |
| 1i | Elect Director Jeffrey S. Sloan | Management | For | For |
| 1j | Elect Director John T. Turner | Management | For | For |
| 1k | Elect Director M. Troy Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| GLOBALFOUNDRIES INC.
MEETING DATE: JUL 25, 2022 |
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|
TICKER: GFS
SECURITY ID: G39387108
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas Caulfield | Management | For | For |
| 1.2 | Elect Director Ahmed Saeed Al Calily | Management | For | For |
| 1.3 | Elect Director Tim Breen | Management | For | For |
| 1.4 | Elect Director Glenda Dorchak | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| GLOBANT SA
MEETING DATE: APR 19, 2023 |
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|
TICKER: GLOB
SECURITY ID: L44385109
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Board's and Auditor's Reports | Management | None | None |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Allocation of Income | Management | For | For |
| 5 | Approve Discharge of Directors | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | For |
| 7 | Appoint PricewaterhouseCoopers, Societe Cooperative as Auditor for Annual Accounts and EU IFRS Consolidated Accounts | Management | For | For |
| 8 | Appoint Price Waterhouse & Co. S.R.L. as Auditor for IFRS Consolidated Accounts | Management | For | For |
| 9 | Reelect Linda Rottenberg as Director | Management | For | For |
| 10 | Reelect Martin Umaran as Director | Management | For | For |
| 11 | Reelect Guibert Englebienne as Director | Management | For | For |
| 1 | Increase Authorized Share Capital and Amend Articles of Association | Management | For | For |
| HESS CORPORATION
MEETING DATE: MAY 17, 2023 |
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|
TICKER: HES
SECURITY ID: 42809H107
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HUBSPOT, INC.
MEETING DATE: JUN 06, 2023 |
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|
TICKER: HUBS
SECURITY ID: 443573100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick Caldwell | Management | For | For |
| 1b | Elect Director Claire Hughes Johnson | Management | For | For |
| 1c | Elect Director Jay Simons | Management | For | For |
| 1d | Elect Director Yamini Rangan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUMANA INC.
MEETING DATE: APR 20, 2023 |
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|
TICKER: HUM
SECURITY ID: 444859102
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ICOSAVAX, INC.
MEETING DATE: JUN 06, 2023 |
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|
TICKER: ICVX
SECURITY ID: 45114M109
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heidi Kunz | Management | For | Withhold |
| 1.2 | Elect Director Adam Simpson | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INSULET CORPORATION
MEETING DATE: MAY 23, 2023 |
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|
TICKER: PODD
SECURITY ID: 45784P101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luciana Borio | Management | For | For |
| 1.2 | Elect Director Michael R. Minogue | Management | For | For |
| 1.3 | Elect Director Corinne H. Nevinny | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INTUIT INC.
MEETING DATE: JAN 19, 2023 |
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|
TICKER: INTU
SECURITY ID: 461202103
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| JABIL INC.
MEETING DATE: JAN 26, 2023 |
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|
TICKER: JBL
SECURITY ID: 466313103
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anousheh Ansari | Management | For | For |
| 1b | Elect Director Christopher S. Holland | Management | For | For |
| 1c | Elect Director Mark T. Mondello | Management | For | For |
| 1d | Elect Director John C. Plant | Management | For | For |
| 1e | Elect Director Steven A. Raymund | Management | For | For |
| 1f | Elect Director Thomas A. Sansone | Management | For | For |
| 1g | Elect Director David M. Stout | Management | For | For |
| 1h | Elect Director Kathleen A. Walters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KEROS THERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
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|
TICKER: KROS
SECURITY ID: 492327101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl L. Gordon | Management | For | Withhold |
| 1.2 | Elect Director Tomer Kariv | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LAM RESEARCH CORPORATION
MEETING DATE: NOV 08, 2022 |
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|
TICKER: LRCX
SECURITY ID: 512807108
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LOCAL BOUNTI CORPORATION
MEETING DATE: APR 26, 2023 |
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|
TICKER: LOCL
SECURITY ID: 53960E106
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reverse Stock Split | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| LOCAL BOUNTI CORPORATION
MEETING DATE: JUN 20, 2023 |
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|
TICKER: LOCL
SECURITY ID: 53960E106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward C. Forst | Management | For | Withhold |
| 1.2 | Elect Director Mark J. Nelson | Management | For | Withhold |
| 2 | Ratify WithumSmith+Brown, PC as Auditors | Management | For | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
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|
TICKER: LMT
SECURITY ID: 539830109
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| LOWE'S COMPANIES, INC.
MEETING DATE: MAY 26, 2023 |
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|
TICKER: LOW
SECURITY ID: 548661107
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| LPL FINANCIAL HOLDINGS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LPLA
SECURITY ID: 50212V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dan H. Arnold | Management | For | For |
| 1b | Elect Director Edward C. Bernard | Management | For | For |
| 1c | Elect Director H. Paulett Eberhart | Management | For | For |
| 1d | Elect Director William F. Glavin, Jr. | Management | For | For |
| 1e | Elect Director Albert J. Ko | Management | For | For |
| 1f | Elect Director Allison H. Mnookin | Management | For | For |
| 1g | Elect Director Anne M. Mulcahy | Management | For | For |
| 1h | Elect Director James S. Putnam | Management | For | For |
| 1i | Elect Director Richard P. Schifter | Management | For | For |
| 1j | Elect Director Corey E. Thomas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LULULEMON ATHLETICA INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: LULU
SECURITY ID: 550021109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Casey | Management | For | For |
| 1b | Elect Director Glenn Murphy | Management | For | For |
| 1c | Elect Director David Mussafer | Management | For | For |
| 1d | Elect Director Isabel Mahe | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| LYFT, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: LYFT
SECURITY ID: 55087P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Logan Green | Management | For | For |
| 1.2 | Elect Director David Risher | Management | For | For |
| 1.3 | Elect Director Dave Stephenson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MAGNITE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: MGNI
SECURITY ID: 55955D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul Caine | Management | For | For |
| 1.2 | Elect Director Doug Knopper | Management | For | For |
| 1.3 | Elect Director David Pearson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| MARQETA, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: MQ
SECURITY ID: 57142B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Najuma (Naj) Atkinson | Management | For | For |
| 1.2 | Elect Director Martha Cummings | Management | For | For |
| 1.3 | Elect Director Judson (Jud) Linville | Management | For | For |
| 1.4 | Elect Director Helen Riley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARVELL TECHNOLOGY, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: MRVL
SECURITY ID: 573874104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara Andrews | Management | For | For |
| 1b | Elect Director W. Tudor Brown | Management | For | For |
| 1c | Elect Director Brad W. Buss | Management | For | For |
| 1d | Elect Director Rebecca W. House | Management | For | For |
| 1e | Elect Director Marachel L. Knight | Management | For | For |
| 1f | Elect Director Matthew J. Murphy | Management | For | For |
| 1g | Elect Director Michael G. Strachan | Management | For | For |
| 1h | Elect Director Robert E. Switz | Management | For | For |
| 1i | Elect Director Ford Tamer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| META PLATFORMS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: META
SECURITY ID: 30303M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | For |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| MICRON TECHNOLOGY, INC.
MEETING DATE: JAN 12, 2023 |
||||
|
TICKER: MU
SECURITY ID: 595112103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MONGODB, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MDB
SECURITY ID: 60937P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Archana Agrawal | Management | For | For |
| 1.2 | Elect Director Hope Cochran | Management | For | For |
| 1.3 | Elect Director Dwight Merriman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MONTE ROSA THERAPEUTICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: GLUE
SECURITY ID: 61225M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Schiff | Management | For | For |
| 1.2 | Elect Director Chandra P. Leo | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| 3 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| MORPHIC HOLDING, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: MORF
SECURITY ID: 61775R105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norbert Bischofberger | Management | For | For |
| 1.2 | Elect Director Joseph P. Slattery | Management | For | For |
| 1.3 | Elect Director Timothy A. Springer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MP MATERIALS CORP.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: MP
SECURITY ID: 553368101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arnold W. Donald | Management | For | For |
| 1b | Elect Director Randall J. Weisenburger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| NETFLIX, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NFLX
SECURITY ID: 64110L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| NORTHROP GRUMMAN CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOC
SECURITY ID: 666807102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NUVALENT, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NUVL
SECURITY ID: 670703107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary Gilliland | Management | For | Withhold |
| 1b | Elect Director Michael L. Meyers | Management | For | For |
| 1c | Elect Director Joseph Pearlberg | Management | For | For |
| 1d | Elect Director Matthew Shair | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| NUVEI CORPORATION
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: NVEI
SECURITY ID: 67079A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Philip Fayer | Management | For | For |
| 1.2 | Elect Director Timothy A. Dent | Management | For | Against |
| 1.3 | Elect Director Maren Hwei Chyun Lau | Management | For | Against |
| 1.4 | Elect Director David Lewin | Management | For | Against |
| 1.5 | Elect Director Daniela Mielke | Management | For | Against |
| 1.6 | Elect Director Pascal Tremblay | Management | For | For |
| 1.7 | Elect Director Samir Zabaneh | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Omnibus Incentive Plan | Management | For | Against |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NXP SEMICONDUCTORS N.V.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NXPI
SECURITY ID: N6596X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OKTA, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: OKTA
SECURITY ID: 679295105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.3 | Elect Director Benjamin Horowitz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OLAPLEX HOLDINGS, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: OLPX
SECURITY ID: 679369108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet Gurwitch | Management | For | For |
| 1.2 | Elect Director Martha (Marti) Morfitt | Management | For | For |
| 1.3 | Elect Director David Mussafer | Management | For | For |
| 1.4 | Elect Director Emily White | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ORACLE CORPORATION
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: ORCL
SECURITY ID: 68389X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Awo Ablo | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Berg | Management | For | For |
| 1.3 | Elect Director Michael J. Boskin | Management | For | For |
| 1.4 | Elect Director Safra A. Catz | Management | For | For |
| 1.5 | Elect Director Bruce R. Chizen | Management | For | For |
| 1.6 | Elect Director George H. Conrades | Management | For | For |
| 1.7 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.8 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Director Renee J. James | Management | For | For |
| 1.11 | Elect Director Charles W. Moorman | Management | For | For |
| 1.12 | Elect Director Leon E. Panetta | Management | For | For |
| 1.13 | Elect Director William G. Parrett | Management | For | For |
| 1.14 | Elect Director Naomi O. Seligman | Management | For | For |
| 1.15 | Elect Director Vishal Sikka | 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 |
| OVINTIV INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: OVV
SECURITY ID: 69047Q102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A.Dea | Management | For | For |
| 1b | Elect Director Meg A. Gentle | Management | For | For |
| 1c | Elect Director Ralph Izzo | Management | For | For |
| 1d | Elect Director Howard J. Mayson | Management | For | For |
| 1e | Elect Director Brendan M. McCracken | Management | For | For |
| 1f | Elect Director Lee A. McIntire | Management | For | For |
| 1g | Elect Director Katherine L. Minyard | Management | For | For |
| 1h | Elect Director Steven W. Nance | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director George L. Pita | Management | For | For |
| 1k | Elect Director Thomas G. Ricks | Management | For | For |
| 1l | Elect Director Brian G. Shaw | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PAYONEER GLOBAL INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: PAYO
SECURITY ID: 70451X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Caplan | Management | For | For |
| 1.2 | Elect Director Amir Goldman | Management | For | For |
| 1.3 | Elect Director Susanna Morgan | Management | For | For |
| 1.4 | Elect Director Rich Williams | Management | For | For |
| 2 | Ratify Kesselman & Kesselman 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 |
| PENUMBRA, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: PEN
SECURITY ID: 70975L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arani Bose | Management | For | For |
| 1.2 | Elect Director Bridget O'Rourke | Management | For | For |
| 1.3 | Elect Director Surbhi Sarna | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PG&E CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: PCG
SECURITY ID: 69331C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PTC THERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: PTCT
SECURITY ID: 69366J200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William F. Bell, Jr. | Management | For | For |
| 1.2 | Elect Director Matthew B. Klein | Management | For | For |
| 1.3 | Elect Director Stephanie S. Okey | Management | For | For |
| 1.4 | Elect Director Jerome B. Zeldis | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PURE STORAGE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: PSTG
SECURITY ID: 74624M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Brown | Management | For | For |
| 1.2 | Elect Director John "Coz" Colgrove | Management | For | For |
| 1.3 | Elect Director Roxanne Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| RAMBUS INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: RMBS
SECURITY ID: 750917106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emiko Higashi | Management | For | For |
| 1b | Elect Director Steven Laub | Management | For | For |
| 1c | Elect Director Eric Stang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| REPAY HOLDINGS CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: RPAY
SECURITY ID: 76029L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shaler Alias | Management | For | For |
| 1.2 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.3 | Elect Director Paul R. Garcia | Management | For | For |
| 1.4 | Elect Director William Jacobs | Management | For | For |
| 1.5 | Elect Director Peter "Pete" J. Kight | Management | For | For |
| 1.6 | Elect Director John Morris | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| RINGCENTRAL, INC.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: RNG
SECURITY ID: 76680R206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vladimir Shmunis | Management | For | For |
| 1.2 | Elect Director Kenneth Goldman | Management | For | For |
| 1.3 | Elect Director Michelle McKenna | Management | For | For |
| 1.4 | Elect Director Robert Theis | Management | For | For |
| 1.5 | Elect Director Allan Thygesen | Management | For | For |
| 1.6 | Elect Director Neil Williams | Management | For | For |
| 1.7 | Elect Director Mignon Clyburn | Management | For | For |
| 1.8 | Elect Director Arne Duncan | Management | For | For |
| 1.9 | Elect Director Tarek Robbiati | Management | For | For |
| 1.10 | Elect Director Sridhar Srinivasan | 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 | Against |
| RISKIFIED LTD.
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: RSKD
SECURITY ID: M8216R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reelect Aaron Mankovski as Director | Management | For | For |
| 2 | Reelect Erez Shachar as Director | Management | For | For |
| 3 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Management | For | Against |
| 4 | Reappoint Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Discuss Financial Statements and the Report of the Board | Management | None | None |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| RIVIAN AUTOMOTIVE, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: RIVN
SECURITY ID: 76954A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen Boone | Management | For | For |
| 1b | Elect Director Rose Marcario | 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 a Comprehensive Human Rights Policy | Shareholder | Against | Against |
| ROKU, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: ROKU
SECURITY ID: 77543R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Blackburn | Management | For | For |
| 2a | Elect Director Jeffrey Hastings | Management | For | For |
| 2b | Elect Director Neil Hunt | Management | For | For |
| 2c | Elect Director Anthony Wood | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SALESFORCE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CRM
SECURITY ID: 79466L302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SENTINELONE, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: S
SECURITY ID: 81730H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ana G. Pinczuk | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SERVICENOW, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NOW
SECURITY ID: 81762P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Bostrom | Management | For | Against |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | For |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | Against |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | Management | For | For |
| SHIFT4 PAYMENTS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: FOUR
SECURITY ID: 82452J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sam Bakhshandehpour | Management | For | For |
| 1.2 | Elect Director Jonathan Halkyard | Management | For | For |
| 1.3 | Elect Director Donald Isaacman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SNOWFLAKE INC.
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: SNOW
SECURITY ID: 833445109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Kramer | Management | For | For |
| 1b | Elect Director Frank Slootman | Management | For | For |
| 1c | Elect Director Michael L. Speiser | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| T-MOBILE US, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: TMUS
SECURITY ID: 872590104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andre Almeida | Management | For | For |
| 1.2 | Elect Director Marcelo Claure | Management | For | For |
| 1.3 | Elect Director Srikant M. Datar | Management | For | For |
| 1.4 | Elect Director Srinivasan Gopalan | Management | For | For |
| 1.5 | Elect Director Timotheus Hottges | Management | For | For |
| 1.6 | Elect Director Christian P. Illek | Management | For | For |
| 1.7 | Elect Director Raphael Kubler | Management | For | For |
| 1.8 | Elect Director Thorsten Langheim | Management | For | For |
| 1.9 | Elect Director Dominique Leroy | Management | For | For |
| 1.10 | Elect Director Letitia A. Long | Management | For | For |
| 1.11 | Elect Director G. Michael Sievert | Management | For | For |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: 2330
SECURITY ID: 874039100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | For |
| 4 | Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee | Management | For | For |
| TASKUS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TASK
SECURITY ID: 87652V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jaspar Weir | Management | For | For |
| 1.2 | Elect Director Amit Dixit | Management | For | For |
| 1.3 | Elect Director Michelle Gonzalez | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| TECHTARGET, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TTGT
SECURITY ID: 87874R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Cotoia | Management | For | Against |
| 1.2 | Elect Director Roger M. Marino | Management | For | Against |
| 1.3 | Elect Director Christina Van Houten | Management | For | Against |
| 2 | Ratify Stowe & Degon, LLC as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| TEMPUR SEALY INTERNATIONAL, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TPX
SECURITY ID: 88023U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Simon John Dyer | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director John A. Heil | Management | For | For |
| 1e | Elect Director Meredith Siegfried Madden | Management | For | For |
| 1f | Elect Director Richard W. Neu | Management | For | For |
| 1g | Elect Director Scott L. Thompson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TESLA, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | For |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Reduce Director Terms from Three to Two Years | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Adopt Proxy Access Right | Shareholder | Against | Against |
| 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| 8 | Report on Racial and Gender Board Diversity | Shareholder | Against | Against |
| 9 | Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | For |
| 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Shareholder | Against | Against |
| 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 12 | Report on Eradicating Child Labor in Battery Supply Chain | Shareholder | Against | Against |
| 13 | Report on Water Risk Exposure | Shareholder | Against | Against |
| TESLA, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | For |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| THE BOEING COMPANY
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: BA
SECURITY ID: 097023105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE BOSTON BEER COMPANY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SAM
SECURITY ID: 100557107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Meghan V. Joyce | Management | For | For |
| 1.2 | Elect Director Michael Spillane | Management | For | For |
| 1.3 | Elect Director Jean-Michel Valette | 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 |
| THE TRADE DESK, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TTD
SECURITY ID: 88339J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeff T. Green | Management | For | Withhold |
| 1.2 | Elect Director Andrea L. Cunningham | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THERMO FISHER SCIENTIFIC INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TMO
SECURITY ID: 883556102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TOURMALINE OIL CORP.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: TOU
SECURITY ID: 89156V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Rose | Management | For | For |
| 1b | Elect Director Brian G. Robinson | Management | For | For |
| 1c | Elect Director Jill T. Angevine | Management | For | For |
| 1d | Elect Director William D. Armstrong | Management | For | For |
| 1e | Elect Director Lee A. Baker | Management | For | For |
| 1f | Elect Director John W. Elick | Management | For | For |
| 1g | Elect Director Andrew B. MacDonald | Management | For | For |
| 1h | Elect Director Lucy M. Miller | Management | For | For |
| 1i | Elect Director Janet L. Weiss | Management | For | For |
| 1j | Elect Director Ronald C. Wigham | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Re-approve Stock Option Plan | Management | For | For |
| TRANSMEDICS GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMDX
SECURITY ID: 89377M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Waleed H. Hassanein | Management | For | For |
| 1b | Elect Director James R. Tobin | Management | For | For |
| 1c | Elect Director Edward M. Basile | Management | For | For |
| 1d | Elect Director Thomas J. Gunderson | Management | For | For |
| 1e | Elect Director Edwin M. Kania, Jr. | Management | For | For |
| 1f | Elect Director Stephanie Lovell | Management | For | For |
| 1g | Elect Director Merilee Raines | Management | For | For |
| 1h | Elect Director David Weill | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TWILIO INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: TWLO
SECURITY ID: 90138F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Bell | Management | For | For |
| 1.2 | Elect Director Jeffrey Immelt | Management | For | For |
| 1.3 | Elect Director Erika Rottenberg | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| UBER TECHNOLOGIES, INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: UBER
SECURITY ID: 90353T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald Sugar | Management | For | For |
| 1b | Elect Director Revathi Advaithi | Management | For | For |
| 1c | Elect Director Ursula Burns | Management | For | For |
| 1d | Elect Director Robert Eckert | Management | For | For |
| 1e | Elect Director Amanda Ginsberg | Management | For | For |
| 1f | Elect Director Dara Khosrowshahi | Management | For | For |
| 1g | Elect Director Wan Ling Martello | Management | For | For |
| 1h | Elect Director John Thain | Management | For | For |
| 1i | Elect Director David I. Trujillo | Management | For | For |
| 1j | Elect Director Alexander Wynaendts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Commission a Third-Party Audit on Driver Health and Safety | Shareholder | Against | Against |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| VAXCYTE, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: PCVX
SECURITY ID: 92243G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Halley Gilbert | Management | For | For |
| 1.2 | Elect Director Michael E. Kamarck | Management | For | For |
| 1.3 | Elect Director Grant E. Pickering | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VERVE THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: VERV
SECURITY ID: 92539P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander Cumbo | Management | For | For |
| 1.2 | Elect Director Michael MacLean | Management | For | For |
| 1.3 | Elect Director Sheila Mikhail | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VIANT TECHNOLOGY INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: DSP
SECURITY ID: 92557A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Vanderhook | Management | For | For |
| 1.2 | Elect Director Elizabeth Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WAYFAIR INC.
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: W
SECURITY ID: 94419L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Omnibus Stock Plan | Management | For | Against |
| WAYFAIR INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: W
SECURITY ID: 94419L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Niraj Shah | Management | For | For |
| 1b | Elect Director Steven Conine | Management | For | For |
| 1c | Elect Director Michael Choe | Management | For | For |
| 1d | Elect Director Andrea Jung | Management | For | For |
| 1e | Elect Director Jeremy King | Management | For | For |
| 1f | Elect Director Michael Kumin | Management | For | For |
| 1g | Elect Director Jeffrey Naylor | Management | For | For |
| 1h | Elect Director Anke Schaferkordt | Management | For | For |
| 1i | Elect Director Michael E. Sneed | Management | 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 | Against |
| WELLS FARGO & COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WFC
SECURITY ID: 949746101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WEWORK INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: WE
SECURITY ID: 96209A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| WEWORK INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: WE
SECURITY ID: 96209A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandeep Mathrani - Withdrawn | Management | None | None |
| 1b | Elect Director Alex Clavel | Management | For | For |
| 1c | Elect Director Bruce Dunlevie - Withdrawn | Management | None | None |
| 1d | Elect Director Daniel Hurwitz | Management | For | Against |
| 1e | Elect Director Veronique Laury | Management | For | Against |
| 1f | Elect Director Vikas Parekh | Management | For | For |
| 1g | Elect Director Deven Parekh | Management | For | Against |
| 1h | Elect Director Vivek Ranadive | Management | For | Against |
| 1i | Elect Director David Tolley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| ZENTALIS PHARMACEUTICALS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: ZNTL
SECURITY ID: 98943L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Johnson | Management | For | Withhold |
| 1.2 | Elect Director Jan Skvarka | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ZOOMINFO TECHNOLOGIES INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ZI
SECURITY ID: 98980F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd Crockett | Management | For | For |
| 1.2 | Elect Director Patrick McCarter | Management | For | For |
| 1.3 | Elect Director D. Randall Winn | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ZSCALER, INC.
MEETING DATE: JAN 13, 2023 |
||||
|
TICKER: ZS
SECURITY ID: 98980G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Brown | Management | For | For |
| 1.2 | Elect Director Scott Darling | Management | For | For |
| 1.3 | Elect Director David Schneider | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY HIGH DIVIDEND ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 3M COMPANY
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: MMM
SECURITY ID: 88579Y101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1b | Elect Director Anne H. Chow | Management | For | For |
| 1c | Elect Director David B. Dillon | Management | For | For |
| 1d | Elect Director Michael L. Eskew | Management | For | For |
| 1e | Elect Director James R. Fitterling | Management | For | For |
| 1f | Elect Director Amy E. Hood | Management | For | For |
| 1g | Elect Director Suzan Kereere | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Pedro J. Pizarro | Management | For | For |
| 1j | Elect Director Michael F. Roman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ABBVIE INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ABBV
SECURITY ID: 00287Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ATVI
SECURITY ID: 00507V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| AIR PRODUCTS AND CHEMICALS, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: APD
SECURITY ID: 009158106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tonit M. Calaway | Management | For | For |
| 1b | Elect Director Charles I. Cogut | Management | For | For |
| 1c | Elect Director Lisa A. Davis | Management | For | For |
| 1d | Elect Director Seifollah (Seifi) Ghasemi | Management | For | For |
| 1e | Elect Director David H. Y. Ho | Management | For | For |
| 1f | Elect Director Edward L. Monser | Management | For | For |
| 1g | Elect Director Matthew H. Paull | Management | For | For |
| 1h | Elect Director Wayne T. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ALTRIA GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MO
SECURITY ID: 02209S103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| AMERICAN FINANCIAL GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AFG
SECURITY ID: 025932104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl H. Lindner, III | Management | For | For |
| 1.2 | Elect Director S. Craig Lindner | Management | For | For |
| 1.3 | Elect Director John B. Berding | Management | For | For |
| 1.4 | Elect Director James E. Evans | Management | For | For |
| 1.5 | Elect Director Terry S. Jacobs | Management | For | For |
| 1.6 | Elect Director Gregory G. Joseph | Management | For | For |
| 1.7 | Elect Director Mary Beth Martin | Management | For | For |
| 1.8 | Elect Director Amy Y. Murray | Management | For | For |
| 1.9 | Elect Director Evans N. Nwankwo | Management | For | For |
| 1.10 | Elect Director William W. Verity | Management | For | For |
| 1.11 | Elect Director John I. Von Lehman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN TOWER CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMT
SECURITY ID: 03027X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMGEN INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: AMGN
SECURITY ID: 031162100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANNALY CAPITAL MANAGEMENT, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NLY
SECURITY ID: 035710839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francine J. Bovich | Management | For | For |
| 1b | Elect Director David L. Finkelstein | Management | For | For |
| 1c | Elect Director Thomas Hamilton | Management | For | For |
| 1d | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1e | Elect Director Michael Haylon | Management | For | For |
| 1f | Elect Director Martin Laguerre | Management | For | For |
| 1g | Elect Director Eric A. Reeves | Management | For | For |
| 1h | Elect Director John H. Schaefer | Management | For | For |
| 1i | Elect Director Glenn A. Votek | Management | For | For |
| 1j | Elect Director Vicki Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Reduce Authorized Common Stock | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| AT&T INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: T
SECURITY ID: 00206R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| AURIZON HOLDINGS LIMITED
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: AZJ
SECURITY ID: Q0695Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Kate (Katherine) Vidgen as Director | Management | For | For |
| 2b | Elect Russell Caplan as Director | Management | For | For |
| 3 | Approve Grant of Performance Rights to Andrew Harding | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Approve Financial Assistance in Relation to the Acquisition | Management | For | For |
| BANK OF AMERICA CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BAC
SECURITY ID: 060505104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BEST BUY CO., INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BBY
SECURITY ID: 086516101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director David W. Kenny | Management | For | For |
| 1e | Elect Director Mario J. Marte | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Claudia F. Munce | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Steven E. Rendle | Management | For | For |
| 1j | Elect Director Sima D. Sistani | Management | For | For |
| 1k | Elect Director Melinda D. Whittington | Management | For | For |
| 1l | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BHP GROUP LIMITED
MEETING DATE: NOV 10, 2022 |
||||
|
TICKER: BHP
SECURITY ID: Q1498M100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Elect Michelle Hinchliffe as Director | Management | For | For |
| 3 | Elect Catherine Tanna as Director | Management | For | For |
| 4 | Elect Terry Bowen as Director | Management | For | For |
| 5 | Elect Xiaoqun Clever as Director | Management | For | For |
| 6 | Elect Ian Cockerill as Director | Management | For | For |
| 7 | Elect Gary Goldberg as Director | Management | For | For |
| 8 | Elect Ken MacKenzie as Director | Management | For | For |
| 9 | Elect Christine O'Reilly as Director | Management | For | For |
| 10 | Elect Dion Weisler as Director | Management | For | For |
| 11 | Approve Remuneration Report | Management | For | For |
| 12 | Approve Grant of Awards to Mike Henry | Management | For | For |
| 13 | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 14 | Approve Policy Advocacy | Shareholder | Against | Against |
| 15 | Approve Climate Accounting and Audit | Shareholder | Against | Against |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BMY
SECURITY ID: 110122108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BRITISH AMERICAN TOBACCO PLC
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: BATS
SECURITY ID: GB0002875804
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 4 | Authorise Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Re-elect Luc Jobin as Director | Management | For | For |
| 6 | Re-elect Jack Bowles as Director | Management | For | For |
| 7 | Re-elect Tadeu Marroco as Director | Management | For | For |
| 8 | Re-elect Kandy Anand as Director | Management | For | For |
| 9 | Re-elect Sue Farr as Director | Management | For | For |
| 10 | Re-elect Karen Guerra as Director | Management | For | For |
| 11 | Re-elect Holly Keller Koeppel as Director | Management | For | For |
| 12 | Re-elect Dimitri Panayotopoulos as Director | Management | For | For |
| 13 | Re-elect Darrell Thomas as Director | Management | For | For |
| 14 | Elect Veronique Laury as Director | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| BROADCOM INC.
MEETING DATE: APR 03, 2023 |
||||
|
TICKER: AVGO
SECURITY ID: 11135F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CABLE ONE, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: CABO
SECURITY ID: 12685J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brad D. Brian | Management | For | For |
| 1b | Elect Director Deborah J. Kissire | Management | For | For |
| 1c | Elect Director Julia M. Laulis | Management | For | For |
| 1d | Elect Director Mary E. Meduski | Management | For | For |
| 1e | Elect Director Thomas O. Might | Management | For | For |
| 1f | Elect Director Sherrese M. Smith | Management | For | For |
| 1g | Elect Director Wallace R. Weitz | Management | For | For |
| 1h | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CATERPILLAR INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: CAT
SECURITY ID: 149123101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CHEVRON CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: CVX
SECURITY ID: 166764100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CISCO SYSTEMS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: CSCO
SECURITY ID: 17275R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| CITIGROUP INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: C
SECURITY ID: 172967424
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ellen M. Costello | Management | For | For |
| 1b | Elect Director Grace E. Dailey | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director John C. Dugan | Management | For | For |
| 1e | Elect Director Jane N. Fraser | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Renee J. James | Management | For | For |
| 1j | Elect Director Gary M. Reiner | Management | For | For |
| 1k | Elect Director Diana L. Taylor | Management | For | For |
| 1l | Elect Director James S. Turley | Management | For | For |
| 1m | Elect Director Casper W. von Koskull | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CMCSA
SECURITY ID: 20030N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| COTERRA ENERGY INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CTRA
SECURITY ID: 127097103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | For |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| CROWN CASTLE INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CCI
SECURITY ID: 22822V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| DARDEN RESTAURANTS, INC.
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: DRI
SECURITY ID: 237194105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Margaret Shan Atkins | Management | For | For |
| 1.2 | Elect Director Ricardo 'Rick' Cardenas | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director James P. Fogarty | Management | For | For |
| 1.5 | Elect Director Cynthia T. Jamison | Management | For | For |
| 1.6 | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1.7 | Elect Director Nana Mensah | Management | For | For |
| 1.8 | Elect Director William S. Simon | Management | For | For |
| 1.9 | Elect Director Charles M. Sonsteby | Management | For | For |
| 1.10 | Elect Director Timothy J. Wilmott | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| DEVON ENERGY CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: DVN
SECURITY ID: 25179M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director Gennifer F. Kelly | Management | For | For |
| 1.5 | Elect Director Kelt Kindick | Management | For | For |
| 1.6 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Director Karl F. Kurz | Management | For | For |
| 1.8 | Elect Director Michael N. Mears | Management | For | For |
| 1.9 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.10 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.11 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers | Management | For | For |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| DIGITAL REALTY TRUST, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DLR
SECURITY ID: 253868103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1b | Elect Director VeraLinn 'Dash' Jamieson | Management | For | For |
| 1c | Elect Director Kevin J. Kennedy | Management | For | For |
| 1d | Elect Director William G. LaPerch | Management | For | For |
| 1e | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1f | Elect Director Afshin Mohebbi | Management | For | For |
| 1g | Elect Director Mark R. Patterson | Management | For | For |
| 1h | Elect Director Mary Hogan Preusse | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | Abstain |
| 6 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| DOW INC.
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: DOW
SECURITY ID: 260557103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Gaurdie E. Banister, Jr. | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Richard K. Davis | Management | For | For |
| 1e | Elect Director Jerri DeVard | Management | For | For |
| 1f | Elect Director Debra L. Dial | Management | For | For |
| 1g | Elect Director Jeff M. Fettig | Management | For | For |
| 1h | Elect Director Jim Fitterling | Management | For | For |
| 1i | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1j | Elect Director Luis Alberto Moreno | Management | For | For |
| 1k | Elect Director Jill S. Wyant | Management | For | For |
| 1l | Elect Director Daniel W. Yohannes | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| ELECTRONIC ARTS INC.
MEETING DATE: AUG 11, 2022 |
||||
|
TICKER: EA
SECURITY ID: 285512109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kofi A. Bruce | Management | For | For |
| 1b | Elect Director Rachel A. Gonzalez | Management | For | For |
| 1c | Elect Director Jeffrey T. Huber | Management | For | For |
| 1d | Elect Director Talbott Roche | Management | For | For |
| 1e | Elect Director Richard A. Simonson | Management | For | For |
| 1f | Elect Director Luis A. Ubinas | Management | For | For |
| 1g | Elect Director Heidi J. Ueberroth | Management | For | For |
| 1h | Elect Director Andrew Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meetings to 15% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| EOG RESOURCES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EOG
SECURITY ID: 26875P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Abstain |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FORD MOTOR COMPANY
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: F
SECURITY ID: 345370860
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly A. Casiano | Management | For | For |
| 1b | Elect Director Alexandra Ford English | Management | For | For |
| 1c | Elect Director James D. Farley, Jr. | Management | For | For |
| 1d | Elect Director Henry Ford, III | Management | For | For |
| 1e | Elect Director William Clay Ford, Jr. | Management | For | Against |
| 1f | Elect Director William W. Helman, IV | Management | For | For |
| 1g | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1h | Elect Director William E. Kennard | Management | For | Against |
| 1i | Elect Director John C. May | Management | For | For |
| 1j | Elect Director Beth E. Mooney | Management | For | For |
| 1k | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1l | Elect Director John L. Thornton | Management | For | For |
| 1m | Elect Director John B. Veihmeyer | Management | For | For |
| 1n | Elect Director John S. Weinberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 7 | Report on Reliance on Child Labor in Supply Chain | Shareholder | Against | Against |
| 8 | Report on Animal Testing Practices | Shareholder | Against | Against |
| FORTESCUE METALS GROUP LTD.
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: FMG
SECURITY ID: Q39360104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Report | Management | For | For |
| 2 | Elect Elizabeth Gaines as Director | Management | For | For |
| 3 | Elect Li Yifei as Director | Management | For | For |
| 4 | Approve Increase of Non-Executive Director Fee Pool | Management | None | For |
| 5 | Adopt New Constitution | Management | For | For |
| GILEAD SCIENCES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GILD
SECURITY ID: 375558103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Jeffrey A. Bluestone | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 1d | Elect Director Kelly A. Kramer | Management | For | For |
| 1e | Elect Director Kevin E. Lofton | Management | For | For |
| 1f | Elect Director Harish Manwani | Management | For | For |
| 1g | Elect Director Daniel P. O'Day | Management | For | For |
| 1h | Elect Director Javier J. Rodriguez | Management | For | For |
| 1i | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require More Director Nominations Than Open Seats | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| GSK PLC
MEETING DATE: JUL 06, 2022 |
||||
|
TICKER: GSK
SECURITY ID: G3910J112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Management | For | For |
| 2 | Approve the Related Party Transaction Arrangements | Management | For | For |
| GSK PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GSK
SECURITY ID: GB00BN7SWP63
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Julie Brown as Director | Management | For | For |
| 4 | Elect Vishal Sikka as Director | Management | For | For |
| 5 | Elect Elizabeth McKee Anderson as Director | Management | For | For |
| 6 | Re-elect Sir Jonathan Symonds as Director | Management | For | For |
| 7 | Re-elect Dame Emma Walmsley as Director | Management | For | For |
| 8 | Re-elect Charles Bancroft as Director | Management | For | For |
| 9 | Re-elect Hal Barron as Director | Management | For | For |
| 10 | Re-elect Anne Beal as Director | Management | For | For |
| 11 | Re-elect Harry Dietz as Director | Management | For | For |
| 12 | Re-elect Jesse Goodman as Director | Management | For | For |
| 13 | Re-elect Urs Rohner as Director | Management | For | For |
| 14 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Approve Amendments to the Remuneration Policy | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| HEALTHCARE REALTY TRUST, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: HR
SECURITY ID: 42226K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd J. Meredith | Management | For | For |
| 1.2 | Elect Director John V. Abbott | Management | For | For |
| 1.3 | Elect Director Nancy H. Agee | Management | For | For |
| 1.4 | Elect Director W. Bradley Blair, II | Management | For | For |
| 1.5 | Elect Director Vicki U. Booth | Management | For | For |
| 1.6 | Elect Director Edward H. Braman | Management | For | For |
| 1.7 | Elect Director Ajay Gupta | Management | For | For |
| 1.8 | Elect Director James J. Kilroy | Management | For | For |
| 1.9 | Elect Director Jay P. Leupp | Management | For | For |
| 1.10 | Elect Director Peter F. Lyle, Sr. | Management | For | For |
| 1.11 | Elect Director Constance B. Moore | Management | For | For |
| 1.12 | Elect Director John Knox Singleton | Management | For | For |
| 1.13 | Elect Director Christann M. Vasquez | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HONEYWELL INTERNATIONAL INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: HON
SECURITY ID: 438516106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Environmental Justice Report | Shareholder | Against | Against |
| HP INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: HPQ
SECURITY ID: 40434L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| ING GROEP NV
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: INGA
SECURITY ID: N4578E595
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2A | Receive Report of Executive Board (Non-Voting) | Management | None | None |
| 2B | Receive Report of Supervisory Board (Non-Voting) | Management | None | None |
| 2C | Approve Remuneration Report | Management | For | For |
| 2D | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3A | Receive Explanation on Dividend and Distribution Policy | Management | None | None |
| 3B | Approve Dividends | Management | For | For |
| 4A | Approve Discharge of Executive Board | Management | For | For |
| 4B | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Ratify KPMG Accountants N.V. (KPMG) as Auditors | Management | For | For |
| 6 | Reelect Tanate Phutrakul to Executive Board | Management | For | For |
| 7A | Elect Alexandra Reich to Supervisory Board | Management | For | For |
| 7B | Elect Karl Guha to Supervisory Board | Management | For | For |
| 7C | Reelect Herna Verhagen to Supervisory Board | Management | For | For |
| 7D | Reelect Mike Rees to Supervisory Board | Management | For | For |
| 8A | Grant Board Authority to Issue Shares Up to 40 Percent of Issued Capital | Management | For | For |
| 8B | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Approve Cancellation of Repurchased Shares Pursuant to the Authority Under Item 9 | Management | For | For |
| INTEL CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: INTC
SECURITY ID: 458140100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 1c | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1d | Elect Director Alyssa H. Henry | Management | For | For |
| 1e | Elect Director Omar Ishrak | Management | For | For |
| 1f | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1h | Elect Director Barbara G. Novick | Management | For | For |
| 1i | Elect Director Gregory D. Smith | Management | For | For |
| 1j | Elect Director Lip-Bu Tan | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 7 | Publish Third Party Review of Intel's China Business ESG Congruence | Shareholder | Against | Against |
| INTERNATIONAL BUSINESS MACHINES CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: IBM
SECURITY ID: 459200101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | Against |
| INTESA SANPAOLO SPA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: ISP
SECURITY ID: T55067101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1b | Approve Allocation of Income | Management | For | For |
| 2a | Approve Remuneration Policy | Management | For | For |
| 2b | Approve Second Section of the Remuneration Report | Management | For | For |
| 2c | Approve Annual Incentive Plan | Management | For | For |
| 3a | Authorize Share Repurchase Program and Reissuance of Repurchased Shares to Service Incentive Plans | Management | For | For |
| 3b | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| JOHNSON & JOHNSON
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JNJ
SECURITY ID: 478160104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Abstain |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JPMORGAN CHASE & CO.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JPM
SECURITY ID: 46625H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KAWASAKI KISEN KAISHA, LTD.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 9107
SECURITY ID: J31588148
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 300 | Management | For | For |
| 2.1 | Elect Director Myochin, Yukikazu | Management | For | For |
| 2.2 | Elect Director Asano, Atsuo | Management | For | For |
| 2.3 | Elect Director Toriyama, Yukio | Management | For | For |
| 2.4 | Elect Director Harigai, Kazuhiko | Management | For | For |
| 2.5 | Elect Director Yamada, Keiji | Management | For | For |
| 2.6 | Elect Director Uchida, Ryuhei | Management | For | For |
| 2.7 | Elect Director Shiga, Kozue | Management | For | For |
| 2.8 | Elect Director Kotaka, Koji | Management | For | For |
| 2.9 | Elect Director Maki, Hiroyuki | Management | For | For |
| 3.1 | Appoint Statutory Auditor Arai, Kunihiko | Management | For | For |
| 3.2 | Appoint Statutory Auditor Harasawa, Atsumi | Management | For | For |
| 3.3 | Appoint Statutory Auditor Arai, Makoto | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Kumakura, Akiko | Management | For | For |
| 5 | Approve Compensation Ceiling for Directors | Management | For | For |
| 6 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| KBC GROUP SA/NV
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: KBC
SECURITY ID: B5337G162
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Directors' Reports (Non-Voting) | Management | None | None |
| 2 | Receive Auditors' Reports (Non-Voting) | Management | None | None |
| 3 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| 4 | Approve Financial Statements, Allocation of Income, and Dividends of EUR 4 per Share | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Approve Discharge of Directors | Management | For | For |
| 7 | Approve Discharge of Auditors | Management | For | For |
| 8 | Approve Auditors' Remuneration | Management | For | For |
| 9.1 | Reelect Koenraad Debackere as Independent Director | Management | For | For |
| 9.2 | Reelect Alain Bostoen as Director | Management | For | Against |
| 9.3 | Reelect Franky Depickere as Director | Management | For | Against |
| 9.4 | Reelect Frank Donck as Director | Management | For | Against |
| 9.5 | Elect Marc De Ceuster as Director | Management | For | Against |
| 9.6 | Elect Raf Sels as Director | Management | For | Against |
| 10 | Transact Other Business | Management | None | None |
| KBC GROUP SA/NV
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: KBC
SECURITY ID: B5337G162
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Special Board Report Re: Article 7:199 of the Belgian Companies and Associations Code | Management | None | None |
| 2.1 | Authorization to Increase Share Capital within the Framework of Authorized Capital Without Preemptive Rights | Management | For | For |
| 2.2 | Approve Issuance of Shares with Preemptive Rights | Management | For | For |
| 3 | Amend Article 7 Re: Insert Transitional Provision | Management | For | For |
| 4 | Amend Article 8 Re: Allocation of Share Premiums | Management | For | For |
| 5 | Authorize Cancellation of Treasury Shares | Management | For | For |
| 6 | Amend Article 17 Re: Signing of Reports Recording the Decisions of the Board of Directors | Management | For | For |
| 7 | Amend Article 20 Re: Powers of the Executive Committee | Management | For | For |
| 8 | Amend Article 23 Re: Deletion of Transitional Provision | Management | For | For |
| 9 | Approve Coordination of the Articles of Association and Authorize Filing of Required Documents/Formalities at Trade Registry | Management | For | For |
| 10 | Authorize Implementation of Approved Resolutions | Management | For | For |
| 11 | Authorize Filing of Required Documents/Formalities at Trade Registry | Management | For | For |
| KOHL'S CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: KSS
SECURITY ID: 500255104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Bender | Management | For | For |
| 1.2 | Elect Director Peter Boneparth | Management | For | For |
| 1.3 | Elect Director Yael Cosset | Management | For | For |
| 1.4 | Elect Director Christine Day | Management | For | For |
| 1.5 | Elect Director H. Charles Floyd | Management | For | For |
| 1.6 | Elect Director Margaret L. Jenkins | Management | For | For |
| 1.7 | Elect Director Thomas A. Kingsbury | Management | For | For |
| 1.8 | Elect Director Robbin Mitchell | Management | For | For |
| 1.9 | Elect Director Jonas Prising | Management | For | For |
| 1.10 | Elect Director John E. Schlifske | Management | For | For |
| 1.11 | Elect Director Adrianne Shapira | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LINDE PLC
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| LOWE'S COMPANIES, INC.
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: LOW
SECURITY ID: 548661107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| LUMEN TECHNOLOGIES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: LUMN
SECURITY ID: 550241103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Quincy L. Allen | Management | For | For |
| 1b | Elect Director Martha Helena Bejar | Management | For | For |
| 1c | Elect Director Peter C. Brown | Management | For | For |
| 1d | Elect Director Kevin P. Chilton | Management | For | For |
| 1e | Elect Director Steven T. "Terry" Clontz | Management | For | For |
| 1f | Elect Director T. Michael Glenn | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | For |
| 1h | Elect Director Hal Stanley Jones | Management | For | For |
| 1i | Elect Director Michael J. Roberts | Management | For | For |
| 1j | Elect Director Laurie A. Siegel | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MCDONALD'S CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MCD
SECURITY ID: 580135101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MEDICAL PROPERTIES TRUST, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MPW
SECURITY ID: 58463J304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward K. Aldag, Jr. | Management | For | For |
| 1.2 | Elect Director G. Steven Dawson | Management | For | For |
| 1.3 | Elect Director R. Steven Hamner | Management | For | For |
| 1.4 | Elect Director Caterina A. Mozingo | Management | For | For |
| 1.5 | Elect Director Emily W. Murphy | Management | For | For |
| 1.6 | Elect Director Elizabeth N. Pitman | Management | For | For |
| 1.7 | Elect Director D. Paul Sparks, Jr. | Management | For | For |
| 1.8 | Elect Director Michael G. Stewart | Management | For | For |
| 1.9 | Elect Director C. Reynolds Thompson, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MRK
SECURITY ID: 58933Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MITSUI O.S.K. LINES, LTD.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 9104
SECURITY ID: J45013133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 260 | Management | For | For |
| 2.1 | Elect Director Ikeda, Junichiro | Management | For | For |
| 2.2 | Elect Director Hashimoto, Takeshi | Management | For | For |
| 2.3 | Elect Director Tanaka, Toshiaki | Management | For | For |
| 2.4 | Elect Director Moro, Junko | Management | For | For |
| 2.5 | Elect Director Umemura, Hisashi | Management | For | For |
| 2.6 | Elect Director Fujii, Hideto | Management | For | For |
| 2.7 | Elect Director Katsu, Etsuko | Management | For | For |
| 2.8 | Elect Director Onishi, Masaru | Management | For | For |
| 2.9 | Elect Director Koshiba, Mitsunobu | Management | For | For |
| 3.1 | Appoint Statutory Auditor Hinoka, Yutaka | Management | For | For |
| 3.2 | Appoint Statutory Auditor Takeda, Fumiko | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Toda, Atsuji | Management | For | For |
| NEWELL BRANDS INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NWL
SECURITY ID: 651229106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bridget Ryan Berman | Management | For | For |
| 1b | Elect Director Patrick D. Campbell | Management | For | For |
| 1c | Elect Director Gary Hu | Management | For | For |
| 1d | Elect Director Jay L. Johnson | Management | For | For |
| 1e | Elect Director Gerardo I. Lopez | Management | For | For |
| 1f | Elect Director Courtney R. Mather | Management | For | For |
| 1g | Elect Director Christopher H. Peterson | Management | For | For |
| 1h | Elect Director Judith A. Sprieser | Management | For | For |
| 1i | Elect Director Stephanie P. Stahl | Management | For | For |
| 1j | Elect Director Robert A. Steele | Management | For | For |
| 1k | Elect Director David P. Willetts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Act by Written Consent | Shareholder | Against | Against |
| NEXSTAR MEDIA GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NXST
SECURITY ID: 65336K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | For |
| NIKE, INC.
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: NKE
SECURITY ID: 654106103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NIPPON YUSEN KK
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 9101
SECURITY ID: J56515232
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 170 | Management | For | For |
| 2 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors | Management | For | For |
| 3.1 | Elect Director Nagasawa, Hitoshi | Management | For | For |
| 3.2 | Elect Director Soga, Takaya | Management | For | For |
| 3.3 | Elect Director Higurashi, Yutaka | Management | For | For |
| 3.4 | Elect Director Kono, Akira | Management | For | For |
| 3.5 | Elect Director Kuniya, Hiroko | Management | For | For |
| 3.6 | Elect Director Tanabe, Eiichi | Management | For | For |
| 3.7 | Elect Director Kanehara, Nobukatsu | Management | For | For |
| 4.1 | Elect Director and Audit Committee Member Takahashi, Eiichi | Management | For | For |
| 4.2 | Elect Director and Audit Committee Member Kosugi, Keiko | Management | For | For |
| 4.3 | Elect Director and Audit Committee Member Nakaso, Hiroshi | Management | For | For |
| 4.4 | Elect Director and Audit Committee Member Kuwabara, Satoko | Management | For | For |
| 4.5 | Elect Director and Audit Committee Member Yamada, Tatsumi | Management | For | For |
| 5 | Elect Alternate Director and Audit Committee Member Tanabe, Eiichi | Management | For | Against |
| 6 | Approve Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 7 | Approve Compensation Ceiling for Directors Who Are Audit Committee Members | Management | For | For |
| 8 | Approve Performance-Based Cash Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 9 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OLD REPUBLIC INTERNATIONAL CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ORI
SECURITY ID: 680223104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara A. Adachi | Management | For | For |
| 1.2 | Elect Director Charles J. Kovaleski | Management | For | For |
| 1.3 | Elect Director Craig R. Smiddy | Management | For | For |
| 1.4 | Elect Director Fredricka Taubitz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OMEGA HEALTHCARE INVESTORS, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: OHI
SECURITY ID: 681936100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kapila K. Anand | Management | For | For |
| 1b | Elect Director Craig R. Callen | Management | For | For |
| 1c | Elect Director Lisa C. Egbuonu-Davis | Management | For | For |
| 1d | Elect Director Barbara B. Hill | Management | For | For |
| 1e | Elect Director Kevin J. Jacobs | Management | For | For |
| 1f | Elect Director C. Taylor Pickett | Management | For | For |
| 1g | Elect Director Stephen D. Plavin | Management | For | For |
| 1h | Elect Director Burke W. Whitman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| OMNICOMGROUP INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: OMC
SECURITY ID: 681919106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Wren | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1.4 | Elect Director Mark D. Gerstein | Management | For | For |
| 1.5 | Elect Director Ronnie S. Hawkins | Management | For | For |
| 1.6 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.7 | Elect Director Gracia C. Martore | Management | For | For |
| 1.8 | Elect Director Patricia Salas Pineda | Management | For | For |
| 1.9 | Elect Director Linda Johnson Rice | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ORACLE CORPORATION
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: ORCL
SECURITY ID: 68389X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Awo Ablo | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.3 | Elect Director Michael J. Boskin | Management | For | For |
| 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 | Withhold |
| 1.7 | Elect Director Lawrence J. Ellison | Management | For | Withhold |
| 1.8 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Director Renee J. James | Management | For | For |
| 1.11 | Elect Director Charles W. Moorman | Management | For | Withhold |
| 1.12 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.13 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.14 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.15 | Elect Director Vishal Sikka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PEPSICO, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PEP
SECURITY ID: 713448108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Jennifer Bailey | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Susan M. Diamond | Management | For | For |
| 1g | Elect Director Dina Dublon | Management | For | For |
| 1h | Elect Director Michelle Gass | Management | For | For |
| 1i | Elect Director Ramon L. Laguarta | Management | For | For |
| 1j | Elect Director Dave J. Lewis | Management | For | For |
| 1k | Elect Director David C. Page | Management | For | For |
| 1l | Elect Director Robert C. Pohlad | Management | For | For |
| 1m | Elect Director Daniel Vasella | Management | For | For |
| 1n | Elect Director Darren Walker | Management | For | For |
| 1o | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 8 | Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Against | Against |
| PFIZER INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PFE
SECURITY ID: 717081103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | 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 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PM
SECURITY ID: 718172109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| PIONEER NATURAL RESOURCES COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PXD
SECURITY ID: 723787107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Richard P. Dealy | Management | For | For |
| 1e | Elect Director Maria S. Dreyfus | Management | For | For |
| 1f | Elect Director Matthew M. Gallagher | Management | For | For |
| 1g | Elect Director Phillip A. Gobe | Management | For | For |
| 1h | Elect Director Stacy P. Methvin | Management | For | For |
| 1i | Elect Director Royce W. Mitchell | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | For |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| PROLOGIS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PUBLIC STORAGE
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PSA
SECURITY ID: 74460D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| RAYTHEON TECHNOLOGIES CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: RTX
SECURITY ID: 75513E101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| RITHM CAPITAL CORP.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: RITM
SECURITY ID: 64828T201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Saltzman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| SIMON PROPERTY GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SPG
SECURITY ID: 828806109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | For |
| 1B | Elect Director Larry C. Glasscock | Management | For | For |
| 1C | Elect Director Allan Hubbard | Management | For | For |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | For |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | For |
| 1G | Elect Director Peggy Fang Roe | Management | For | For |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STARBUCKS CORPORATION
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: SBUX
SECURITY ID: 855244109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| TARGET CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: TGT
SECURITY ID: 87612E106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TEXAS INSTRUMENTS INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TXN
SECURITY ID: 882508104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Against | Against |
| THE COCA-COLA COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KO
SECURITY ID: 191216100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE INTERPUBLIC GROUP OF COMPANIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: IPG
SECURITY ID: 460690100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Philippe Krakowsky | Management | For | For |
| 1.5 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.6 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt Jr. | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE NEW YORK TIMES COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: NYT
SECURITY ID: 650111107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beth Brooke | Management | For | For |
| 1.2 | Elect Director Rachel Glaser | Management | For | For |
| 1.3 | Elect Director Brian P. McAndrews | Management | For | For |
| 1.4 | Elect Director John W. Rogers, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| THE WESTERN UNION COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WU
SECURITY ID: 959802109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin I. Cole | Management | For | For |
| 1b | Elect Director Betsy D. Holden | Management | For | For |
| 1c | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1d | Elect Director Devin B. McGranahan | Management | For | For |
| 1e | Elect Director Michael A. Miles, Jr. | Management | For | For |
| 1f | Elect Director Timothy P. Murphy | Management | For | For |
| 1g | Elect Director Jan Siegmund | Management | For | For |
| 1h | Elect Director Angela A. Sun | Management | For | For |
| 1i | Elect Director Solomon D. Trujillo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| UNION PACIFIC CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: UNP
SECURITY ID: 907818108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| UNITED PARCEL SERVICE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: UPS
SECURITY ID: 911312106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | Against |
| 1h | Elect Director William Johnson | Management | For | Against |
| 1i | Elect Director Franck Moison | Management | For | Against |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | Against |
| 1l | Elect Director Kevin Warsh | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | For |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| VERIZON COMMUNICATIONS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: VZ
SECURITY ID: 92343V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Vittorio Colao | Management | For | For |
| 1.5 | Elect Director Melanie Healey | Management | For | For |
| 1.6 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.7 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel Schulman | Management | For | For |
| 1.9 | Elect Director Rodney Slater | Management | For | For |
| 1.10 | Elect Director Carol Tome | Management | For | For |
| 1.11 | Elect Director Hans Vestberg | Management | For | For |
| 1.12 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Government Requests to Remove Content | Shareholder | Against | Against |
| 6 | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Shareholder | Against | Against |
| 7 | Amend Clawback Policy | Shareholder | Against | For |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VISTRY GROUP PLC
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: VTY
SECURITY ID: GB0001859296
|
||||
| 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 | Against |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Ralph Findlay as Director | Management | For | For |
| 5 | Re-elect Margaret Browne as Director | Management | For | For |
| 6 | Re-elect Ashley Steel as Director (Withdrawn) | Management | None | None |
| 7 | Re-elect Gregory Fitzgerald as Director | Management | For | For |
| 8 | Re-elect Earl Sibley as Director | Management | For | For |
| 9 | Elect Timothy Lawlor as Director | Management | For | For |
| 10 | Elect Rowan Baker as Director | Management | For | For |
| 11 | Elect Jeffrey Ubben as Director | Management | For | For |
| 12 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 13 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 14 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| WARNER MUSIC GROUP CORP.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: WMG
SECURITY ID: 934550203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert Kyncl | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | Against |
| 1c | Elect Director Alex Blavatnik | Management | For | Against |
| 1d | Elect Director Len Blavatnik | Management | For | For |
| 1e | Elect Director Mathias Dopfner | Management | For | Against |
| 1f | Elect Director Nancy Dubuc | Management | For | For |
| 1g | Elect Director Noreena Hertz | Management | For | For |
| 1h | Elect Director Ynon Kreiz | Management | For | For |
| 1i | Elect Director Ceci Kurzman | Management | For | Against |
| 1j | Elect Director Michael Lynton | Management | For | For |
| 1k | Elect Director Donald A. Wagner | Management | For | Against |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| WELLS FARGO & COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WFC
SECURITY ID: 949746101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WEYERHAEUSER COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WY
SECURITY ID: 962166104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Emmert | Management | For | For |
| 1b | Elect Director Rick R. Holley | Management | For | For |
| 1c | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1d | Elect Director Deidra C. Merriwether | Management | For | For |
| 1e | Elect Director Al Monaco | Management | For | For |
| 1f | Elect Director Nicole W. Piasecki | Management | For | For |
| 1g | Elect Director Lawrence A. Selzer | Management | For | For |
| 1h | Elect Director Devin W. Stockfish | Management | For | For |
| 1i | Elect Director Kim Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| YARA INTERNATIONAL ASA
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: YAR
SECURITY ID: R9900C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 2 | Elect Chairman of Meeting; Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 3.1 | Approve Spin-Off Agreement | Management | For | Did Not Vote |
| 3.2 | Approve Merger Agreement with Yara Clean Ammonia NewCo AS and Yara Clean Ammonia Holding AS | Management | For | Did Not Vote |
| YARA INTERNATIONAL ASA
MEETING DATE: DEC 06, 2022 |
||||
|
TICKER: YAR
SECURITY ID: R9900C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 2 | Elect Ketil E. Boe as Chairman of Meeting; Designate Lars Mattis H. Hanssen as Inspector of Minutes of Meeting | Management | For | Did Not Vote |
| 3 | Approve Additional Dividends of NOK 10.00 Per Share | Management | For | Did Not Vote |
VOTE SUMMARY REPORT
FIDELITY HIGH YIELD FACTOR ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
VOTE SUMMARY REPORT
FIDELITY INTERNATIONAL HIGH DIVIDEND ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABB LTD.
MEETING DATE: SEP 07, 2022 |
||||
|
TICKER: ABBN
SECURITY ID: H0010V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Spin-Off of Accelleron Industries AG | Management | For | Did Not Vote |
| 2 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ACS
SECURITY ID: E7813W163
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 1.2 | Approve Allocation of Income and Dividends | Management | For | For |
| 2 | Approve Non-Financial Information Statement | Management | For | For |
| 3 | Approve Discharge of Board | Management | For | For |
| 4.1 | Fix Number of Directors at 15 | Management | For | For |
| 4.2 | Reelect Florentino Perez Rodriguez as Director | Management | For | For |
| 4.3 | Reelect Jose Luis del Valle Perez as Director | Management | For | For |
| 4.4 | Reelect Antonio Botella Garcia as Director | Management | For | For |
| 4.5 | Reelect Emilio Garcia Gallego as Director | Management | For | For |
| 4.6 | Reelect Catalina Minarro Brugarolas as Director | Management | For | For |
| 4.7 | Reelect Pedro Jose Lopez Jimenez as Director | Management | For | For |
| 4.8 | Reelect Maria Soledad Perez Rodriguez as Director | Management | For | For |
| 4.9 | Elect Lourdes Maiz Carro as Director | Management | For | For |
| 4.10 | Elect Lourdes Fraguas Gadea as Director | Management | For | For |
| 5.1 | Advisory Vote on Remuneration Report | Management | For | For |
| 5.2 | Approve Remuneration Policy | Management | For | For |
| 6 | Approve Stock Option Plan and Restricted Stock Plan | Management | For | For |
| 7 | Appoint Deloitte as Auditor | Management | For | For |
| 8 | Approve Scrip Dividends and Approve Reduction in Share Capital via Amortization of Treasury Shares | Management | For | For |
| 9 | Authorize Share Repurchase and Capital Reduction via Amortization of Repurchased Shares | Management | For | For |
| 10 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| ADECCO GROUP AG
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: ADEN
SECURITY ID: H00392318
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 1.2 | Approve Remuneration Report (Non-Binding) | Management | For | Did Not Vote |
| 2.1 | Approve Allocation of Income and Dividends of CHF 1.85 per Share | Management | For | Did Not Vote |
| 2.2 | Approve Dividends of CHF 0.65 per Share from Capital Contribution Reserves | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1 | Approve Remuneration of Directors in the Amount of CHF 5.3 Million | Management | For | Did Not Vote |
| 4.2 | Approve Remuneration of Executive Committee in the Amount of CHF 32 Million | Management | For | Did Not Vote |
| 5.1.1 | Reelect Jean-Christophe Deslarzes as Director and Board Chair | Management | For | Did Not Vote |
| 5.1.2 | Reelect Rachel Duan as Director | Management | For | Did Not Vote |
| 5.1.3 | Reelect Ariane Gorin as Director | Management | For | Did Not Vote |
| 5.1.4 | Reelect Alexander Gut as Director | Management | For | Did Not Vote |
| 5.1.5 | Reelect Didier Lamouche as Director | Management | For | Did Not Vote |
| 5.1.6 | Reelect David Prince as Director | Management | For | Did Not Vote |
| 5.1.7 | Reelect Kathleen Taylor as Director | Management | For | Did Not Vote |
| 5.1.8 | Reelect Regula Wallimann as Director | Management | For | Did Not Vote |
| 5.1.9 | Elect Sandhya Venugopal as Director | Management | For | Did Not Vote |
| 5.2.1 | Reappoint Rachel Duan as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.2.2 | Reappoint Didier Lamouche as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.2.3 | Reappoint Kathleen Taylor as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.3 | Designate Keller AG as Independent Proxy | Management | For | Did Not Vote |
| 5.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 6 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| ALGONQUIN POWER & UTILITIES CORP.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: AQN
SECURITY ID: 015857105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Arun Banskota | Management | For | For |
| 2.2 | Elect Director Melissa Stapleton Barnes | Management | For | For |
| 2.3 | Elect Director Amee Chande | Management | For | For |
| 2.4 | Elect Director Daniel Goldberg | Management | For | For |
| 2.5 | Elect Director Christopher Huskilson | Management | For | For |
| 2.6 | Elect Director D. Randy Laney | Management | For | For |
| 2.7 | Elect Director Kenneth Moore | Management | For | For |
| 2.8 | Elect Director Masheed Saidi | Management | For | For |
| 2.9 | Elect Director Dilek Samil | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| ALLIANZ SE
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ALV
SECURITY ID: D03080112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 11.40 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Oliver Baete for Fiscal Year 2022 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Sergio Balbinot for Fiscal Year 2022 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Sirma Boshnakova for Fiscal Year 2022 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Barbara Karuth-Zelle for Fiscal Year 2022 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Klaus-Peter Roehler for Fiscal Year 2022 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Ivan de la Sota for Fiscal Year 2022 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Giulio Terzariol for Fiscal Year 2022 | Management | For | For |
| 3.8 | Approve Discharge of Management Board Member Guenther Thallinger for Fiscal Year 2022 | Management | For | For |
| 3.9 | Approve Discharge of Management Board Member Christopher Townsend for Fiscal Year 2022 | Management | For | For |
| 3.10 | Approve Discharge of Management Board Member Renate Wagner for Fiscal Year 2022 | Management | For | For |
| 3.11 | Approve Discharge of Management Board Member Andreas Wimmer for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Gabriele Burkhardt-Berg for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Herbert Hainer for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Sophie Boissard for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Christine Bosse for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Rashmy Chatterjee for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Friedrich Eichiner for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Jean-Claude Le Goaer for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Martina Grundler for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Godfrey Hayward for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Frank Kirsch for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Juergen Lawrenz for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Primiano Di Paolo for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Jim Hagemann Snabe for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Remuneration of Supervisory Board | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10 | Amend Article Re: Location of Annual Meeting | Management | For | For |
| ANGLO AMERICAN PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: AAL
SECURITY ID: GB00B1XZS820
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Magali Anderson as Director | Management | For | For |
| 4 | Re-elect Stuart Chambers as Director | Management | For | For |
| 5 | Re-elect Duncan Wanblad as Director | Management | For | For |
| 6 | Re-elect Stephen Pearce as Director | Management | For | For |
| 7 | Re-elect Ian Ashby as Director | Management | For | For |
| 8 | Re-elect Marcelo Bastos as Director | Management | For | For |
| 9 | Re-elect Hilary Maxson as Director | Management | For | For |
| 10 | Re-elect Hixonia Nyasulu as Director | Management | For | For |
| 11 | Re-elect Nonkululeko Nyembezi as Director | Management | For | For |
| 12 | Re-elect Ian Tyler as Director | Management | For | For |
| 13 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 14 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve Remuneration Policy | Management | For | For |
| 16 | Approve Remuneration Report | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ASML HOLDING NV
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ASML
SECURITY ID: N07059202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8 | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| ASR NEDERLAND NV
MEETING DATE: JAN 17, 2023 |
||||
|
TICKER: ASRNL
SECURITY ID: N0709G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2a | Approve Acquisition of Aegon Nederland | Management | For | For |
| 2b | Grant Board Authority to Issue Shares | Management | For | For |
| 2c | Authorize Board to Exclude Preemptive Rights | Management | For | For |
| 3a | Extend Term of Appointment of Jos Baeten as Member and Chairman of the Executive Board | Management | None | None |
| 4a | Announce Nomination by Supervisory Board to Appoint Two New Members of the Supervisory Board | Management | None | None |
| 4b | Opportunity to Make Recommendations to the Supervisory Board | Management | For | For |
| 4c | Elect Danielle Jansen Heijtmajer to Supervisory Board | Management | For | For |
| 4d | Elect Lard Friese to Supervisory Board | Management | For | For |
| 5 | Allow Questions | Management | None | None |
| 6 | Close Meeting | Management | None | None |
| ASTELLAS PHARMA, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: 4503
SECURITY ID: J03393105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yasukawa, Kenji | Management | For | For |
| 1.2 | Elect Director Okamura, Naoki | Management | For | For |
| 1.3 | Elect Director Sugita, Katsuyoshi | Management | For | For |
| 1.4 | Elect Director Tanaka, Takashi | Management | For | For |
| 1.5 | Elect Director Sakurai, Eriko | Management | For | For |
| 1.6 | Elect Director Miyazaki, Masahiro | Management | For | For |
| 1.7 | Elect Director Ono, Yoichi | Management | For | For |
| 2 | Elect Director and Audit Committee Member Akiyama, Rie | Management | For | For |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: ANZ
SECURITY ID: Q09504137
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Jeffrey Paul Smith as Director | Management | For | For |
| 2b | Elect Sarah Jane Halton as Director | Management | For | For |
| 2c | Elect Paul Dominic O'Sullivan as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of Restricted Rights and Performance Rights to Shayne Elliott | Management | For | For |
| 5 | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 6 | Approve Climate Risk Safeguarding | Shareholder | Against | Against |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: ANZ
SECURITY ID: Q09504137
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement in Relation to the Proposed Restructure of the ANZ Group | Management | For | For |
| BAE SYSTEMS PLC
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BA
SECURITY ID: GB0002634946
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Re-elect Nicholas Anderson as Director | Management | For | For |
| 6 | Re-elect Thomas Arseneault as Director | Management | For | For |
| 7 | Re-elect Crystal Ashby as Director | Management | For | For |
| 8 | Re-elect Dame Elizabeth Corley as Director | Management | For | For |
| 9 | Re-elect Bradley Greve as Director | Management | For | For |
| 10 | Re-elect Jane Griffiths as Director | Management | For | For |
| 11 | Re-elect Christopher Grigg as Director | Management | For | For |
| 12 | Re-elect Ewan Kirk as Director | Management | For | For |
| 13 | Re-elect Stephen Pearce as Director | Management | For | For |
| 14 | Re-elect Nicole Piasecki as Director | Management | For | For |
| 15 | Re-elect Charles Woodburn as Director | Management | For | For |
| 16 | Elect Cressida Hogg as Director | Management | For | For |
| 17 | Elect Lord Sedwill as Director | Management | For | For |
| 18 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 19 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 20 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 21 | Approve Long-Term Incentive Plan | Management | For | For |
| 22 | Authorise Issue of Equity | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BARCLAYS PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BARC
SECURITY ID: GB0031348658
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Elect Marc Moses as Director | Management | For | For |
| 5 | Re-elect Robert Berry as Director | Management | For | For |
| 6 | Re-elect Tim Breedon as Director | Management | For | For |
| 7 | Re-elect Anna Cross as Director | Management | For | For |
| 8 | Re-elect Mohamed A. El-Erian as Director | Management | For | For |
| 9 | Re-elect Dawn Fitzpatrick as Director | Management | For | For |
| 10 | Re-elect Mary Francis as Director | Management | For | For |
| 11 | Re-elect Crawford Gillies as Director | Management | For | For |
| 12 | Re-elect Brian Gilvary as Director | Management | For | For |
| 13 | Re-elect Nigel Higgins as Director | Management | For | For |
| 14 | Re-elect Diane Schueneman as Director | Management | For | For |
| 15 | Re-elect Coimbatore Venkatakrishnan as Director | Management | For | For |
| 16 | Re-elect Julia Wilson as Director | Management | For | For |
| 17 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 18 | Authorise the Board Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Issue of Equity in Relation to the Issuance of Contingent Equity Conversion Notes | Management | For | For |
| 24 | Authorise Issue of Equity without Pre-emptive Rights in Relation to the Issuance of Contingent Equity Conversion Notes | Management | For | For |
| 25 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 26 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BARRICK GOLD CORPORATION
MEETING DATE: MAY 02, 2023 |
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TICKER: ABX
SECURITY ID: 067901108
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Bristow | Management | For | For |
| 1.2 | Elect Director Helen Cai | Management | For | For |
| 1.3 | Elect Director Gustavo A. Cisneros | Management | For | For |
| 1.4 | Elect Director Christopher L. Coleman | Management | For | For |
| 1.5 | Elect Director Isela Costantini | Management | For | For |
| 1.6 | Elect Director J. Michael Evans | Management | For | For |
| 1.7 | Elect Director Brian L. Greenspun | Management | For | For |
| 1.8 | Elect Director J. Brett Harvey | Management | For | For |
| 1.9 | Elect Director Anne Kabagambe | Management | For | For |
| 1.10 | Elect Director Andrew J. Quinn | Management | For | For |
| 1.11 | Elect Director Loreto Silva | Management | For | For |
| 1.12 | Elect Director John L. Thornton | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| BASF SE
MEETING DATE: APR 27, 2023 |
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TICKER: BAS
SECURITY ID: D06216317
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 3.40 per Share | Management | For | For |
| 3 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Amend Articles Re: Electronic Participation | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| BAYER AG
MEETING DATE: APR 28, 2023 |
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TICKER: BAYN
SECURITY ID: D0712D163
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of EUR 2.40 per Share for Fiscal Year 2022 | Management | For | For |
| 2 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 3 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 4.1 | Elect Norbert Winkeljohann to the Supervisory Board | Management | For | For |
| 4.2 | Elect Kimberly Mathisen to the Supervisory Board | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 7 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 8 | Ratify Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Reports for the First Half of Fiscal Year 2023 | Management | For | For |
| 9 | Voting Instructions for Motions or Nominations by Shareholders that are not Made Accessible Before the AGM and that are Made or Amended in the Course of the AGM | Management | None | Against |
| BAYERISCHE MOTOREN WERKE AG
MEETING DATE: MAY 11, 2023 |
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TICKER: BMW
SECURITY ID: D12096109
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 8.50 per Ordinary Share and EUR 8.52 per Preferred Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Manfred Schoch for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Stefan Quandt for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Stefan Schmid for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Kurt Bock for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Christiane Benner for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Marc Bitzer for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Bernhard Ebner for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Rachel Empey for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Heinrich Hiesinger for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Johann Horn for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Susanne Klatten for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Jens Koehler for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Gerhard Kurz for Fiscal Year 2022 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Andre Mandl for Fiscal Year 2022 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Dominique Mohabeer for Fiscal Year 2022 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Anke Schaeferkordt for Fiscal Year 2022 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Christoph Schmidt for Fiscal Year 2022 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Vishal Sikka for Fiscal Year 2022 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Sibylle Wankel for Fiscal Year 2022 | Management | For | For |
| 4.21 | Approve Discharge of Supervisory Board Member Thomas Wittig for Fiscal Year 2022 | Management | For | For |
| 4.22 | Approve Discharge of Supervisory Board Member Werner Zierer for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 | Management | For | For |
| 7 | Elect Kurt Bock to the Supervisory Board | Management | For | For |
| 8.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| BCE INC.
MEETING DATE: MAY 04, 2023 |
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TICKER: BCE
SECURITY ID: 05534B760
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mirko Bibic | Management | For | For |
| 1.2 | Elect Director David F. Denison | Management | For | For |
| 1.3 | Elect Director Robert P. Dexter | Management | For | For |
| 1.4 | Elect Director Katherine Lee | Management | For | For |
| 1.5 | Elect Director Monique F. Leroux | Management | For | For |
| 1.6 | Elect Director Sheila A. Murray | Management | For | For |
| 1.7 | Elect Director Gordon M. Nixon | Management | For | For |
| 1.8 | Elect Director Louis P. Pagnutti | Management | For | For |
| 1.9 | Elect Director Calin Rovinescu | Management | For | For |
| 1.10 | Elect Director Karen Sheriff | Management | For | For |
| 1.11 | Elect Director Robert C. Simmonds | Management | For | For |
| 1.12 | Elect Director Jennifer Tory | Management | For | For |
| 1.13 | Elect Director Louis Vachon | Management | For | For |
| 1.14 | Elect Director Cornell Wright | Management | For | For |
| 2 | Ratify Deloitte LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| BHP GROUP LIMITED
MEETING DATE: NOV 10, 2022 |
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TICKER: BHP
SECURITY ID: Q1498M100
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Elect Michelle Hinchliffe as Director | Management | For | For |
| 3 | Elect Catherine Tanna as Director | Management | For | For |
| 4 | Elect Terry Bowen as Director | Management | For | For |
| 5 | Elect Xiaoqun Clever as Director | Management | For | For |
| 6 | Elect Ian Cockerill as Director | Management | For | For |
| 7 | Elect Gary Goldberg as Director | Management | For | For |
| 8 | Elect Ken MacKenzie as Director | Management | For | For |
| 9 | Elect Christine O'Reilly as Director | Management | For | For |
| 10 | Elect Dion Weisler as Director | Management | For | For |
| 11 | Approve Remuneration Report | Management | For | For |
| 12 | Approve Grant of Awards to Mike Henry | Management | For | For |
| 13 | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 14 | Approve Policy Advocacy | Shareholder | Against | Against |
| 15 | Approve Climate Accounting and Audit | Shareholder | Against | Against |
| BNP PARIBAS SA
MEETING DATE: MAY 16, 2023 |
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TICKER: BNP
SECURITY ID: F1058Q238
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.90 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6 | Reelect Jean Lemierre as Director | Management | For | For |
| 7 | Reelect Jacques Aschenbroich as Director | Management | For | For |
| 8 | Reelect Monique Cohen as Director | Management | For | For |
| 9 | Reelect Daniela Schwarzer as Director | Management | For | For |
| 10 | Approve Remuneration Policy of Directors | Management | For | For |
| 11 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 12 | Approve Remuneration Policy of CEO and Vice-CEOs | Management | For | For |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 14 | Approve Compensation of Jean Lemierre, Chairman of the Board | Management | For | For |
| 15 | Approve Compensation of Jean-Laurent Bonnafe, CEO | Management | For | For |
| 16 | Approve Compensation of Yann Gerardin, Vice-CEO | Management | For | For |
| 17 | Approve Compensation of Thierry Laborde, Vice-CEO | Management | For | For |
| 18 | Approve the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers | Management | For | For |
| 19 | Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent of Issued Capital | Management | For | For |
| 20 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 21 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 22 | Amend Article 14 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 23 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| BOUYGUES SA
MEETING DATE: APR 27, 2023 |
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TICKER: EN
SECURITY ID: F11487125
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.80 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | Against |
| 5 | Approve Remuneration Policy of Directors | Management | For | For |
| 6 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 7 | Approve Remuneration Policy of CEO and Vice-CEOs | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Martin Bouygues, Chairman of the Board | Management | For | For |
| 10 | Approve Compensation of Olivier Roussat, CEO | Management | For | Against |
| 11 | Approve Compensation of Pascal Grange, Vice-CEO | Management | For | Against |
| 12 | Approve Compensation of Edward Bouygues, Vice-CEO | Management | For | For |
| 13 | Reelect Benoit Maes as Director | Management | For | For |
| 14 | Reelect Alexandre de Rothschild as Director | Management | For | For |
| 15 | Authorize Repurchase of Up to 5 Percent of Issued Share Capital | Management | For | Against |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 150 Million | Management | For | Against |
| 18 | Authorize Capitalization of Reserves of Up to EUR 4 Billion for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 85 Million | Management | For | Against |
| 20 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 75 Million | Management | For | Against |
| 21 | Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights | Management | For | Against |
| 22 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | Against |
| 23 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | Against |
| 24 | Authorize Capital Increase of Up to EUR 85 Million for Future Exchange Offers | Management | For | Against |
| 25 | Authorize Issuance of Equity upon Conversion of a Subsidiary's Equity-Linked Securities for up to EUR 85 Million | Management | For | Against |
| 26 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 27 | Authorize up to 2 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | Management | For | For |
| 28 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Employees and Corporate Officers | Management | For | For |
| 29 | Authorize up to 0.125 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Retirement | Management | For | For |
| 30 | Authorize Board to Issue Free Warrants with Preemptive Rights During a Public Tender Offer | Management | For | Against |
| 31 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| BRITISH AMERICAN TOBACCO PLC
MEETING DATE: APR 19, 2023 |
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TICKER: BATS
SECURITY ID: GB0002875804
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 4 | Authorise Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Re-elect Luc Jobin as Director | Management | For | For |
| 6 | Re-elect Jack Bowles as Director | Management | For | For |
| 7 | Re-elect Tadeu Marroco as Director | Management | For | For |
| 8 | Re-elect Kandy Anand as Director | Management | For | For |
| 9 | Re-elect Sue Farr as Director | Management | For | For |
| 10 | Re-elect Karen Guerra as Director | Management | For | For |
| 11 | Re-elect Holly Keller Koeppel as Director | Management | For | For |
| 12 | Re-elect Dimitri Panayotopoulos as Director | Management | For | For |
| 13 | Re-elect Darrell Thomas as Director | Management | For | For |
| 14 | Elect Veronique Laury as Director | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| CANADIAN NATIONAL RAILWAY COMPANY
MEETING DATE: APR 25, 2023 |
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TICKER: CNR
SECURITY ID: 136375102
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Shauneen Bruder | Management | For | For |
| 1B | Elect Director Jo-ann dePass Olsovsky | Management | For | For |
| 1C | Elect Director David Freeman | Management | For | For |
| 1D | Elect Director Denise Gray | Management | For | For |
| 1E | Elect Director Justin M. Howell | Management | For | For |
| 1F | Elect Director Susan C. Jones | Management | For | For |
| 1G | Elect Director Robert Knight | Management | For | For |
| 1H | Elect Director Michel Letellier | Management | For | For |
| 1I | Elect Director Margaret A. McKenzie | Management | For | For |
| 1J | Elect Director Al Monaco | Management | For | For |
| 1K | Elect Director Tracy Robinson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Management Advisory Vote on Climate Change | Management | For | For |
| CANADIAN TIRE CORPORATION, LIMITED
MEETING DATE: MAY 11, 2023 |
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TICKER: CTC.A
SECURITY ID: 136681202
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norman Jaskolka | Management | For | For |
| 1.2 | Elect Director Nadir Patel | Management | For | For |
| 1.3 | Elect Director Cynthia Trudell | Management | For | For |
| CANON, INC.
MEETING DATE: MAR 30, 2023 |
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TICKER: 7751
SECURITY ID: J05124144
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 60 | Management | For | For |
| 2.1 | Elect Director Mitarai, Fujio | Management | For | Against |
| 2.2 | Elect Director Tanaka, Toshizo | Management | For | For |
| 2.3 | Elect Director Homma, Toshio | Management | For | For |
| 2.4 | Elect Director Saida, Kunitaro | Management | For | For |
| 2.5 | Elect Director Kawamura, Yusuke | Management | For | For |
| 3.1 | Appoint Statutory Auditor Hatamochi, Hideya | Management | For | For |
| 3.2 | Appoint Statutory Auditor Tanaka, Yutaka | Management | For | For |
| 4 | Approve Annual Bonus | Management | For | For |
| CAPITALAND INTEGRATED COMMERCIAL TRUST
MEETING DATE: APR 19, 2023 |
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TICKER: C38U
SECURITY ID: Y1100L160
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Entry Into the New Singapore Property Management Agreement | Management | For | For |
| CAPITALAND INTEGRATED COMMERCIAL TRUST
MEETING DATE: APR 19, 2023 |
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TICKER: C38U
SECURITY ID: Y1100L160
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Trustee's Report, the Manager's Statement, Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 4 | Authorize Unit Repurchase Program | Management | For | For |
| COMPAGNIE FINANCIERE RICHEMONT SA
MEETING DATE: SEP 07, 2022 |
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TICKER: CFR
SECURITY ID: H25662182
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Ordinary Dividends of CHF 2.25 per Registered A Share and CHF 0.225 per Registered B Share and a Special Dividend of CHF 1.00 per Registered A Share and CHF 0.10 per Registered B Share | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1 | Elect Francesco Trapani as Representative of Category A Registered Shares | Shareholder | Against | Did Not Vote |
| 4.2 | Elect Wendy Luhabe as Representative of Category A Registered Shares | Management | For | Did Not Vote |
| 5.1 | Reelect Johann Rupert as Director and Board Chair | Management | For | Did Not Vote |
| 5.2 | Reelect Josua Malherbe as Director | Management | For | Did Not Vote |
| 5.3 | Reelect Nikesh Arora as Director | Management | For | Did Not Vote |
| 5.4 | Reelect Clay Brendish as Director | Management | For | Did Not Vote |
| 5.5 | Reelect Jean-Blaise Eckert as Director | Management | For | Did Not Vote |
| 5.6 | Reelect Burkhart Grund as Director | Management | For | Did Not Vote |
| 5.7 | Reelect Keyu Jin as Director | Management | For | Did Not Vote |
| 5.8 | Reelect Jerome Lambert as Director | Management | For | Did Not Vote |
| 5.9 | Reelect Wendy Luhabe as Director | Management | For | Did Not Vote |
| 5.10 | Reelect Jeff Moss as Director | Management | For | Did Not Vote |
| 5.11 | Reelect Vesna Nevistic as Director | Management | For | Did Not Vote |
| 5.12 | Reelect Guillaume Pictet as Director | Management | For | Did Not Vote |
| 5.13 | Reelect Maria Ramos as Director | Management | For | Did Not Vote |
| 5.14 | Reelect Anton Rupert as Director | Management | For | Did Not Vote |
| 5.15 | Reelect Patrick Thomas as Director | Management | For | Did Not Vote |
| 5.16 | Reelect Jasmine Whitbread as Director | Management | For | Did Not Vote |
| 5.17 | Elect Francesco Trapani as Director | Shareholder | Against | Did Not Vote |
| 6.1 | Reappoint Clay Brendish as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.2 | Reappoint Keyu Jin as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.3 | Reappoint Guillaume Pictet as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.4 | Reappoint Maria Ramos as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | Did Not Vote |
| 8 | Designate Etude Gampert Demierre Moreno as Independent Proxy | Management | For | Did Not Vote |
| 9.1 | Approve Remuneration of Directors in the Amount of CHF 7.7 Million | Management | For | Did Not Vote |
| 9.2 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.4 Million | Management | For | Did Not Vote |
| 9.3 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 27.7 Million | Management | For | Did Not Vote |
| 10 | Approve Increase in Size of Board to Six Members | Shareholder | Against | Did Not Vote |
| 11 | Amend Articles Re: Representatives of Holders of Category A and B Registered Shares | Shareholder | Against | Did Not Vote |
| 12 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA
MEETING DATE: MAY 12, 2023 |
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|
TICKER: ML
SECURITY ID: F61824870
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends of EUR 1.25 per Share | Management | For | Did Not Vote |
| 3 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | Did Not Vote |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | Did Not Vote |
| 6 | Approve Remuneration Policy of General Managers | Management | For | Did Not Vote |
| 7 | Approve Remuneration Policy of Supervisory Board Members | Management | For | Did Not Vote |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | Did Not Vote |
| 9 | Approve Compensation of Florent Menegaux | Management | For | Did Not Vote |
| 10 | Approve Compensation of Yves Chapot | Management | For | Did Not Vote |
| 11 | Approve Compensation of Barbara Dalibard, Chairwoman of Supervisory Board | Management | For | Did Not Vote |
| 12 | Elect Barbara Dalibard as Supervisory Board Member | Management | For | Did Not Vote |
| 13 | Elect Aruna Jayanthi as Supervisory Board Member | Management | For | Did Not Vote |
| 14 | Authorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Did Not Vote |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 16 | Authorize Filing of Required Documents/Other Formalities | Management | For | Did Not Vote |
| COVESTRO AG
MEETING DATE: APR 19, 2023 |
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|
TICKER: 1COV
SECURITY ID: D15349109
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 3 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 4 | Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and First Quarter of Fiscal Year 2024 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Approve Remuneration Policy | Management | For | For |
| 7 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| CREDIT AGRICOLE SA
MEETING DATE: MAY 17, 2023 |
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|
TICKER: ACA
SECURITY ID: F22797108
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.05 per Share | Management | For | For |
| 4 | Approve Transaction with CACIB Re: Compensation Distribution Agreement | Management | For | For |
| 5 | Approve Transaction with CACIB Re: Business Transfer Agreement | Management | For | For |
| 6 | Elect Carol Sirou as Director | Management | For | For |
| 7 | Reelect Agnes Audier as Director | Management | For | For |
| 8 | Reelect Sonia Bonnet-Bernard as Director | Management | For | For |
| 9 | Reelect Marie-Claire Daveu as Director | Management | For | For |
| 10 | Reelect Alessia Mosca as Director | Management | For | For |
| 11 | Reelect Hugues Brasseur as Director | Management | For | Against |
| 12 | Reelect Pascal Lheureux as Director | Management | For | Against |
| 13 | Reelect Eric Vial as Director | Management | For | Against |
| 14 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 15 | Approve Remuneration Policy of CEO | Management | For | For |
| 16 | Approve Remuneration Policy of Xavier Musca, Vice-CEO | Management | For | For |
| 17 | Approve Remuneration Policy of Jerome Grivet, Vice-CEO | Management | For | For |
| 18 | Approve Remuneration Policy of Olivier Gavalda, Vice-CEO | Management | For | For |
| 19 | Approve Remuneration Policy of Directors | Management | For | For |
| 20 | Approve Compensation of Dominique Lefebvre, Chairman of the Board | Management | For | For |
| 21 | Approve Compensation of Philippe Brassac, CEO | Management | For | For |
| 22 | Approve Compensation of Xavier Musca, Vice-CEO | Management | For | For |
| 23 | Approve Compensation of Jerome Grivet, Vice-CEO | Management | For | For |
| 24 | Approve Compensation of Olivier Gavalda, Vice-CEO | Management | For | For |
| 25 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 26 | Approve the Aggregate Remuneration Granted in 2022 to Senior Management, Responsible Officers and Regulated Risk-Takers | Management | For | For |
| 27 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 28 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of the Group Subsidiaries | Management | For | For |
| 30 | Authorize up to 0.75 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Employees and Corporate Officers With Performance Conditions Attached | Management | For | For |
| 31 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| A | Amending Items 28 and 29 of Current Meeting to Apply a Fixed Discount on Shares | Shareholder | Against | Against |
| DAIWA HOUSE INDUSTRY CO., LTD.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 1925
SECURITY ID: J11508124
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 70 | Management | For | For |
| 2.1 | Elect Director Yoshii, Keiichi | Management | For | For |
| 2.2 | Elect Director Kosokabe, Takeshi | Management | For | For |
| 2.3 | Elect Director Murata, Yoshiyuki | Management | For | For |
| 2.4 | Elect Director Shimonishi, Keisuke | Management | For | For |
| 2.5 | Elect Director Otomo, Hirotsugu | Management | For | For |
| 2.6 | Elect Director Dekura, Kazuhito | Management | For | For |
| 2.7 | Elect Director Ariyoshi, Yoshinori | Management | For | For |
| 2.8 | Elect Director Nagase, Toshiya | Management | For | For |
| 2.9 | Elect Director Yabu, Yukiko | Management | For | For |
| 2.10 | Elect Director Kuwano, Yukinori | Management | For | For |
| 2.11 | Elect Director Seki, Miwa | Management | For | For |
| 2.12 | Elect Director Yoshizawa, Kazuhiro | Management | For | For |
| 2.13 | Elect Director Ito, Yujiro | Management | For | For |
| 3 | Appoint Statutory Auditor Maruyama, Takashi | Management | For | For |
| 4 | Approve Annual Bonus | Management | For | For |
| DAIWA SECURITIES GROUP, INC.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 8601
SECURITY ID: J11718111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hibino, Takashi | Management | For | For |
| 1.2 | Elect Director Nakata, Seiji | Management | For | For |
| 1.3 | Elect Director Matsui, Toshihiro | Management | For | For |
| 1.4 | Elect Director Tashiro, Keiko | Management | For | For |
| 1.5 | Elect Director Ogino, Akihiko | Management | For | For |
| 1.6 | Elect Director Hanaoka, Sachiko | Management | For | For |
| 1.7 | Elect Director Kawashima, Hiromasa | Management | For | For |
| 1.8 | Elect Director Takeuchi, Hirotaka | Management | For | For |
| 1.9 | Elect Director Nishikawa, Ikuo | Management | For | For |
| 1.10 | Elect Director Kawai, Eriko | Management | For | For |
| 1.11 | Elect Director Nishikawa, Katsuyuki | Management | For | For |
| 1.12 | Elect Director Iwamoto, Toshio | Management | For | For |
| 1.13 | Elect Director Murakami, Yumiko | Management | For | For |
| 1.14 | Elect Director Iki, Noriko | Management | For | For |
| DANONE SA
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: BN
SECURITY ID: F12033134
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2 per Share | Management | For | For |
| 4 | Reelect Valerie Chapoulaud-Floquet as Director | Management | For | For |
| 5 | Reelect Gilles Schnepp as Director | Management | For | For |
| 6 | Ratify Appointment of Gilbert Ghostine as Director Following Resignation of Guido Barilla | Management | For | For |
| 7 | Ratify Appointment of Lise Kingo as Director Following Resignation of Cecile Cabanis | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Antoine de Saint-Affrique, CEO | Management | For | For |
| 10 | Approve Compensation of Gilles Schnepp, Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of Executive Corporate Officers | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of Directors | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 50 Million | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with Binding Priority Right up to Aggregate Nominal Amount of EUR 16.9 Million | Management | For | For |
| 17 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Item 16 | Management | For | For |
| 18 | Authorize Capital Increase of Up to EUR 16.9 Million for Future Exchange Offers | Management | For | For |
| 19 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 20 | Authorize Capitalization of Reserves of Up to EUR 42 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 23 | Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans with Performance Conditions Attached | Management | For | For |
| 24 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 25 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| 26 | Elect Sanjiv Mehta as Director | Management | For | For |
| DEUTSCHE POST AG
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: DPW
SECURITY ID: D19225107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 1.85 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5.1 | Elect Katrin Suder to the Supervisory Board | Management | For | For |
| 5.2 | Reelect Mario Daberkow to the Supervisory Board | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 8 | Approve Remuneration Report | Management | For | For |
| 9.1 | Amend Article Re: Location of Annual Meeting | Management | For | For |
| 9.2 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9.3 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| ENDESA SA
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: ELE
SECURITY ID: E41222113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Renewal of the Joint Management Agreement of Liquefied Natural Gas (LNG) Carriers and the Contracts for the Supply of LNG of US Origin between Endesa Energia, S.A.U. and Enel Global Trading, S.p.A. for 2023 and Their Extension During 2022 | Management | For | For |
| 1.2 | Purchase and Sale of a Maximum Volume of Two TWh of Liquefied Natural Gas (LNG) between Enel Global Trading S.p.A and Endesa Energia, S.A.U. during 2023, for a Total Amount of Approximately EUR 290 Million | Management | For | For |
| 1.3 | Acquisition of Two Liquefied Natural Gas (LNG) Carriers, Approximately Two TWh of Gas, from Enel Generacion Chile, S.A. by Endesa Energia, S.A.U., in 2024, for a Total Amount of Approximately EUR 121 Million | Management | For | For |
| 1.4 | Approve the Following Transactions, for a Total Amount of EUR 5 Billion: a) Granting of a Twelve-Month Line of Credit by Enel Finance International N.V. to Endesa, S.A. b) Issuance of a Guarantee by Enel, S.p.A. for Bonds Issued by Endesa Generacion, S.A. | Management | For | For |
| 1.5 | Renewal of the Provision of the Wind Turbine Vibration Analysis Service by Enel Green Power Espana, S.L. to Enel Green Power, S.p.A. over a Period of Five Years for an Amount of EUR 5 Million | Management | For | For |
| 2 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| ENEL SPA
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ENEL
SECURITY ID: T3679P115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 4 | Fix Number of Directors | Management | For | For |
| 5 | Fix Board Terms for Directors | Management | For | For |
| 6.1 | Slate 1 Submitted by Ministry of Economy and Finance | Shareholder | None | Against |
| 6.2 | Slate 2 Submitted by Institutional Investors (Assogestioni) | Shareholder | None | For |
| 6.3 | Slate 3 Submitted by Covalis Capital LLP and Covalis (Gibraltar) Ltd. | Shareholder | None | Against |
| 7.1 | Elect Paolo Scaroni as Board Chair | Shareholder | None | For |
| 7.2 | Elect Marco Mazzucchelli as Board Chair | Shareholder | None | Against |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Approve Long Term Incentive Plan 2023 | Management | For | For |
| 10.1 | Approve Remuneration Policy | Management | For | For |
| 10.2 | Approve Second Section of the Remuneration Report | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| FINNING INTERNATIONAL INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FTT
SECURITY ID: 318071404
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vicki L. Avril-Groves | Management | For | For |
| 1.2 | Elect Director James E.C. Carter | Management | For | For |
| 1.3 | Elect Director Jacynthe Cote | Management | For | For |
| 1.4 | Elect Director Nicholas Hartery | Management | For | For |
| 1.5 | Elect Director Mary Lou Kelley | Management | For | For |
| 1.6 | Elect Director Andres Kuhlmann | Management | For | For |
| 1.7 | Elect Director Harold N. Kvisle | Management | For | For |
| 1.8 | Elect Director Stuart L. Levenick | Management | For | For |
| 1.9 | Elect Director Kevin Parkes | Management | For | For |
| 1.10 | Elect Director Christopher W. Patterson | Management | For | For |
| 1.11 | Elect Director Edward R. Seraphim | Management | For | For |
| 1.12 | Elect Director Manjit K. Sharma | Management | For | For |
| 1.13 | Elect Director Nancy G. Tower | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| FORTESCUE METALS GROUP LTD.
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: FMG
SECURITY ID: Q39360104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Report | Management | For | For |
| 2 | Elect Elizabeth Gaines as Director | Management | For | For |
| 3 | Elect Li Yifei as Director | Management | For | For |
| 4 | Approve Increase of Non-Executive Director Fee Pool | Management | None | For |
| 5 | Adopt New Constitution | Management | For | For |
| FRESENIUS SE & CO. KGAA
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FRE
SECURITY ID: D27348263
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends of EUR 0.92 per Share | Management | For | For |
| 3 | Approve Discharge of Personally Liable Partner for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Remuneration Policy | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| GALENICA AG
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GALE
SECURITY ID: H85158113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3.1 | Approve Allocation of Income and Dividends of CHF 1.10 from Retained Earnings | Management | For | Did Not Vote |
| 3.2 | Approve Dividends of CHF 1.10 per Share from Capital Contribution Reserves | Management | For | Did Not Vote |
| 4 | Approve Remuneration Report | Management | For | Did Not Vote |
| 5.1 | Approve Remuneration of Directors in the Amount of CHF 1.9 Million | Management | For | Did Not Vote |
| 5.2 | Approve Remuneration of Executive Committee in the Amount of CHF 8.5 Million | Management | For | Did Not Vote |
| 6.1 | Amend Corporate Purpose | Management | For | Did Not Vote |
| 6.2 | Amend Articles Re: Duties of Board of Directors; Composition of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 6.3 | Amend Articles of Association (Incl. Approval of Hybrid Shareholder Meetings) | Management | For | Did Not Vote |
| 6.4 | Amend Articles Re: Compensation of Board and Senior Management | Management | For | Did Not Vote |
| 7.1.1 | Reelect Markus Neuhaus as Director | Management | For | Did Not Vote |
| 7.1.2 | Elect Markus Neuhaus as Board Chair | Management | For | Did Not Vote |
| 7.1.3 | Reelect Bertrand Jungo as Director | Management | For | Did Not Vote |
| 7.1.4 | Reelect Pascale Bruderer as Director | Management | For | Did Not Vote |
| 7.1.5 | Reelect Judith Meier as Director | Management | For | Did Not Vote |
| 7.1.6 | Reelect Andreas Walde as Director | Management | For | Did Not Vote |
| 7.1.7 | Elect Solange Peters as Director | Management | For | Did Not Vote |
| 7.1.8 | Elect Joerg Zulauf as Director | Management | For | Did Not Vote |
| 7.2.1 | Reappoint Andreas Walde as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2.2 | Appoint Bertrand Jungo as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2.3 | Appoint Pascale Bruderer as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2.4 | Appoint Solange Peters as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.3 | Designate Walder Wyss AG as Independent Proxy | Management | For | Did Not Vote |
| 7.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 8 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| GSK PLC
MEETING DATE: JUL 06, 2022 |
||||
|
TICKER: GSK
SECURITY ID: G3910J112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Management | For | For |
| 2 | Approve the Related Party Transaction Arrangements | Management | For | For |
| GSK PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GSK
SECURITY ID: GB00BN7SWP63
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Julie Brown as Director | Management | For | For |
| 4 | Elect Vishal Sikka as Director | Management | For | For |
| 5 | Elect Elizabeth McKee Anderson as Director | Management | For | For |
| 6 | Re-elect Sir Jonathan Symonds as Director | Management | For | For |
| 7 | Re-elect Dame Emma Walmsley as Director | Management | For | For |
| 8 | Re-elect Charles Bancroft as Director | Management | For | For |
| 9 | Re-elect Hal Barron as Director | Management | For | For |
| 10 | Re-elect Anne Beal as Director | Management | For | For |
| 11 | Re-elect Harry Dietz as Director | Management | For | For |
| 12 | Re-elect Jesse Goodman as Director | Management | For | For |
| 13 | Re-elect Urs Rohner as Director | Management | For | For |
| 14 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Approve Amendments to the Remuneration Policy | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| HONDA MOTOR CO., LTD.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 7267
SECURITY ID: J22302111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kuraishi, Seiji | Management | For | For |
| 1.2 | Elect Director Mibe, Toshihiro | Management | For | For |
| 1.3 | Elect Director Aoyama, Shinji | Management | For | For |
| 1.4 | Elect Director Kaihara, Noriya | Management | For | For |
| 1.5 | Elect Director Suzuki, Asako | Management | For | For |
| 1.6 | Elect Director Suzuki, Masafumi | Management | For | For |
| 1.7 | Elect Director Sakai, Kunihiko | Management | For | For |
| 1.8 | Elect Director Kokubu, Fumiya | Management | For | For |
| 1.9 | Elect Director Ogawa, Yoichiro | Management | For | For |
| 1.10 | Elect Director Higashi, Kazuhiro | Management | For | For |
| 1.11 | Elect Director Nagata, Ryoko | Management | For | For |
| IMPERIAL BRANDS PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: IMB
SECURITY ID: G4720C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Stefan Bomhard as Director | Management | For | For |
| 5 | Re-elect Susan Clark as Director | Management | For | For |
| 6 | Re-elect Ngozi Edozien as Director | Management | For | For |
| 7 | Re-elect Therese Esperdy as Director | Management | For | For |
| 8 | Re-elect Alan Johnson as Director | Management | For | For |
| 9 | Re-elect Robert Kunze-Concewitz as Director | Management | For | For |
| 10 | Re-elect Lukas Paravicini as Director | Management | For | For |
| 11 | Re-elect Diane de Saint Victor as Director | Management | For | For |
| 12 | Re-elect Jonathan Stanton as Director | Management | For | For |
| 13 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve Share Matching Scheme | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| INDUSTRIA DE DISENO TEXTIL SA
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: ITX
SECURITY ID: E6282J125
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Standalone Financial Statements and Discharge of Board | Management | For | For |
| 2 | Approve Consolidated Financial Statements | Management | For | For |
| 3 | Approve Non-Financial Information Statement | Management | For | For |
| 4 | Approve Allocation of Income and Dividends | Management | For | For |
| 5.a | Ratify Appointment of and Elect Marta Ortega Perez as Director | Management | For | For |
| 5.b | Ratify Appointment of and Elect Oscar Garcia Maceiras as Director | Management | For | For |
| 5.c | Reelect Pilar Lopez Alvarez as Director | Management | For | For |
| 5.d | Reelect Rodrigo Echenique Gordillo as Director | Management | For | For |
| 6 | Appoint Ernst & Young as Auditor | Management | For | For |
| 7 | Approve Novation of the Former Executive Chairman's Post-Contractual Non-Compete Agreement | Management | For | For |
| 8 | Amend Remuneration Policy | Management | For | For |
| 9 | Advisory Vote on Remuneration Report | Management | For | For |
| 10 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 11 | Receive Amendments to Board of Directors Regulations | Management | None | None |
| ING GROEP NV
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: INGA
SECURITY ID: N4578E595
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2A | Receive Report of Executive Board (Non-Voting) | Management | None | None |
| 2B | Receive Report of Supervisory Board (Non-Voting) | Management | None | None |
| 2C | Approve Remuneration Report | Management | For | For |
| 2D | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3A | Receive Explanation on Dividend and Distribution Policy | Management | None | None |
| 3B | Approve Dividends | Management | For | For |
| 4A | Approve Discharge of Executive Board | Management | For | For |
| 4B | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Ratify KPMG Accountants N.V. (KPMG) as Auditors | Management | For | For |
| 6 | Reelect Tanate Phutrakul to Executive Board | Management | For | For |
| 7A | Elect Alexandra Reich to Supervisory Board | Management | For | For |
| 7B | Elect Karl Guha to Supervisory Board | Management | For | For |
| 7C | Reelect Herna Verhagen to Supervisory Board | Management | For | For |
| 7D | Reelect Mike Rees to Supervisory Board | Management | For | For |
| 8A | Grant Board Authority to Issue Shares Up to 40 Percent of Issued Capital | Management | For | For |
| 8B | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Approve Cancellation of Repurchased Shares Pursuant to the Authority Under Item 9 | Management | For | For |
| INTESA SANPAOLO SPA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: ISP
SECURITY ID: T55067101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1b | Approve Allocation of Income | Management | For | For |
| 2a | Approve Remuneration Policy | Management | For | For |
| 2b | Approve Second Section of the Remuneration Report | Management | For | For |
| 2c | Approve Annual Incentive Plan | Management | For | For |
| 3a | Authorize Share Repurchase Program and Reissuance of Repurchased Shares to Service Incentive Plans | Management | For | For |
| 3b | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| ISUZU MOTORS LTD.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 7202
SECURITY ID: J24994113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 43 | Management | For | For |
| 2.1 | Elect Director Katayama, Masanori | Management | For | For |
| 2.2 | Elect Director Minami, Shinsuke | Management | For | For |
| 2.3 | Elect Director Takahashi, Shinichi | Management | For | For |
| 2.4 | Elect Director Fujimori, Shun | Management | For | For |
| 2.5 | Elect Director Ikemoto, Tetsuya | Management | For | For |
| 2.6 | Elect Director Yamaguchi, Naohiro | Management | For | For |
| 2.7 | Elect Director Shibata, Mitsuyoshi | Management | For | For |
| 2.8 | Elect Director Nakayama, Kozue | Management | For | For |
| 3.1 | Elect Director and Audit Committee Member Miyazaki, Kenji | Management | For | For |
| 3.2 | Elect Director and Audit Committee Member Kawamura, Kanji | Management | For | Against |
| 3.3 | Elect Director and Audit Committee Member Sakuragi, Kimie | Management | For | For |
| 3.4 | Elect Director and Audit Committee Member Watanabe, Masao | Management | For | For |
| 3.5 | Elect Director and Audit Committee Member Anayama, Makoto | Management | For | Against |
| JAPAN TOBACCO, INC.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 2914
SECURITY ID: J27869106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 113 | Management | For | For |
| 2.1 | Elect Director Iwai, Mutsuo | Management | For | For |
| 2.2 | Elect Director Okamoto, Shigeaki | Management | For | For |
| 2.3 | Elect Director Terabatake, Masamichi | Management | For | For |
| 2.4 | Elect Director Hirowatari, Kiyohide | Management | For | For |
| 2.5 | Elect Director Nakano, Kei | Management | For | For |
| 2.6 | Elect Director Koda, Main | Management | For | For |
| 2.7 | Elect Director Nagashima, Yukiko | Management | For | For |
| 2.8 | Elect Director Kitera, Masato | Management | For | For |
| 2.9 | Elect Director Shoji, Tetsuya | Management | For | For |
| 3.1 | Appoint Statutory Auditor Kashiwakura, Hideaki | Management | For | For |
| 3.2 | Appoint Statutory Auditor Hashimoto, Tsutomu | Management | For | For |
| 3.3 | Appoint Statutory Auditor Taniuchi, Shigeru | Management | For | Against |
| 3.4 | Appoint Statutory Auditor Inada, Nobuo | Management | For | For |
| 3.5 | Appoint Statutory Auditor Yamashina, Hiroko | Management | For | For |
| 4 | Approve Fixed Cash Compensation Ceiling and Performance-Based Cash Compensation Ceiling for Directors, Restricted Stock Plan and Performance Share Plan | Management | For | For |
| 5 | Amend Articles to Introduce Provision on Management of Subsidiaries | Shareholder | Against | Against |
| 6 | Amend Articles to Prohibit Appointments of Officials of Japan Tobacco or its Affiliated Companies to the Board of Japan Tobacco's Listed Subsidiary | Shareholder | Against | Against |
| 7 | Amend Articles to Ban Borrowing and Lending with Japan Tobacco's Listed Subsidiary via Cash Management System | Shareholder | Against | Against |
| 8 | Initiate Share Repurchase Program | Shareholder | Against | Against |
| JARDINE MATHESON HOLDINGS LTD.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: JARB
SECURITY ID: G50736100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Re-elect David Hsu as Director | Management | For | Against |
| 4 | Re-elect Adam Keswick as Director | Management | For | Abstain |
| 5 | Re-elect Anthony Nightingale as Director | Management | For | Against |
| 6 | Appoint PricewaterhouseCoopers, Hong Kong as Auditors and Authorise Their Remuneration | Management | For | For |
| 7 | Authorise Issue of Equity | Management | For | For |
| JFE HOLDINGS, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 5411
SECURITY ID: J2817M100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 30 | Management | For | For |
| 2.1 | Elect Director Kakigi, Koji | Management | For | For |
| 2.2 | Elect Director Kitano, Yoshihisa | Management | For | For |
| 2.3 | Elect Director Terahata, Masashi | Management | For | For |
| 2.4 | Elect Director Oshita, Hajime | Management | For | For |
| 2.5 | Elect Director Kobayashi, Toshinori | Management | For | For |
| 2.6 | Elect Director Yamamoto, Masami | Management | For | For |
| 2.7 | Elect Director Kemori, Nobumasa | Management | For | For |
| 2.8 | Elect Director Ando, Yoshiko | Management | For | For |
| 3 | Approve Alternative Allocation of Income, with No Final Dividend | Shareholder | Against | Against |
| KAWASAKI KISEN KAISHA, LTD.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 9107
SECURITY ID: J31588148
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 300 | Management | For | For |
| 2.1 | Elect Director Myochin, Yukikazu | Management | For | For |
| 2.2 | Elect Director Asano, Atsuo | Management | For | For |
| 2.3 | Elect Director Toriyama, Yukio | Management | For | For |
| 2.4 | Elect Director Harigai, Kazuhiko | Management | For | For |
| 2.5 | Elect Director Yamada, Keiji | Management | For | For |
| 2.6 | Elect Director Uchida, Ryuhei | Management | For | For |
| 2.7 | Elect Director Shiga, Kozue | Management | For | For |
| 2.8 | Elect Director Kotaka, Koji | Management | For | For |
| 2.9 | Elect Director Maki, Hiroyuki | Management | For | For |
| 3.1 | Appoint Statutory Auditor Arai, Kunihiko | Management | For | For |
| 3.2 | Appoint Statutory Auditor Harasawa, Atsumi | Management | For | For |
| 3.3 | Appoint Statutory Auditor Arai, Makoto | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Kumakura, Akiko | Management | For | For |
| 5 | Approve Compensation Ceiling for Directors | Management | For | For |
| 6 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| KBC GROUP SA/NV
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: KBC
SECURITY ID: B5337G162
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Directors' Reports (Non-Voting) | Management | None | None |
| 2 | Receive Auditors' Reports (Non-Voting) | Management | None | None |
| 3 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| 4 | Approve Financial Statements, Allocation of Income, and Dividends of EUR 4 per Share | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Approve Discharge of Directors | Management | For | For |
| 7 | Approve Discharge of Auditors | Management | For | For |
| 8 | Approve Auditors' Remuneration | Management | For | For |
| 9.1 | Reelect Koenraad Debackere as Independent Director | Management | For | For |
| 9.2 | Reelect Alain Bostoen as Director | Management | For | Against |
| 9.3 | Reelect Franky Depickere as Director | Management | For | Against |
| 9.4 | Reelect Frank Donck as Director | Management | For | Against |
| 9.5 | Elect Marc De Ceuster as Director | Management | For | Against |
| 9.6 | Elect Raf Sels as Director | Management | For | Against |
| 10 | Transact Other Business | Management | None | None |
| KBC GROUP SA/NV
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: KBC
SECURITY ID: B5337G162
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Special Board Report Re: Article 7:199 of the Belgian Companies and Associations Code | Management | None | None |
| 2.1 | Authorization to Increase Share Capital within the Framework of Authorized Capital Without Preemptive Rights | Management | For | For |
| 2.2 | Approve Issuance of Shares with Preemptive Rights | Management | For | For |
| 3 | Amend Article 7 Re: Insert Transitional Provision | Management | For | For |
| 4 | Amend Article 8 Re: Allocation of Share Premiums | Management | For | For |
| 5 | Authorize Cancellation of Treasury Shares | Management | For | For |
| 6 | Amend Article 17 Re: Signing of Reports Recording the Decisions of the Board of Directors | Management | For | For |
| 7 | Amend Article 20 Re: Powers of the Executive Committee | Management | For | For |
| 8 | Amend Article 23 Re: Deletion of Transitional Provision | Management | For | For |
| 9 | Approve Coordination of the Articles of Association and Authorize Filing of Required Documents/Formalities at Trade Registry | Management | For | For |
| 10 | Authorize Implementation of Approved Resolutions | Management | For | For |
| 11 | Authorize Filing of Required Documents/Formalities at Trade Registry | Management | For | For |
| KESKO OYJ
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: KESKOB
SECURITY ID: X44874109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 5 | Prepare and Approve List of Shareholders | Management | None | None |
| 6 | Receive CEO's Review | Management | None | None |
| 7 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 8 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9 | Approve Allocation of Income and Dividends of EUR 1.08 Per Share | Management | For | Did Not Vote |
| 10 | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 11 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 12 | Approve Remuneration of Directors in the Amount of EUR 102,000 for Chairman; EUR 63,000 for Vice Chairman, and EUR 47,500 for Other Directors; Approve Meeting Fees; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 13 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 14 | Ratify Deloitte as Auditors | Management | For | Did Not Vote |
| 15 | Amend Articles Re: Board of Directors and Term of Office | Management | For | Did Not Vote |
| 16 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 17 | Approve Issuance of up to 33 Million Class B Shares without Preemptive Rights | Management | For | Did Not Vote |
| 18 | Approve Charitable Donations of up to EUR 300,000 | Management | For | Did Not Vote |
| 19 | Close Meeting | Management | None | None |
| KONE OYJ
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: KNEBV
SECURITY ID: X4551T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 4 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 5 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8 | Approve Allocation of Income and Dividends of EUR 1.7475 per Class A Share and EUR 1.75 per Class B Share | Management | For | Did Not Vote |
| 9 | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of EUR 220,000 for Chairman, EUR 125,000 for Vice Chairman, and EUR 110,000 for Other Directors | Management | For | Did Not Vote |
| 12 | Fix Number of Directors at Nine | Management | For | Did Not Vote |
| 13.a | Reelect Matti Alahuhta as Director | Management | For | Did Not Vote |
| 13.b | Reelect Susan Duinhoven as Director | Management | For | Did Not Vote |
| 13.c | Elect Marika Fredriksson as New Director | Management | For | Did Not Vote |
| 13.d | Reelect Antti Herlin as Director | Management | For | Did Not Vote |
| 13.e | Reelect Iiris Herlin as Director | Management | For | Did Not Vote |
| 13.f | Reelect Jussi Herlin as Director | Management | For | Did Not Vote |
| 13.g | Reelect Ravi Kant as Director | Management | For | Did Not Vote |
| 13.h | Elect Marcela Manubens as New Director | Management | For | Did Not Vote |
| 13.i | Reelect Krishna Mikkilineni as Director | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Elect One Auditor for the Term Ending on the Conclusion of AGM 2023 | Management | For | Did Not Vote |
| 16 | Ratify Ernst & Young as Auditors | Management | For | Did Not Vote |
| 17 | Amend Articles Re: Company Business; General Meeting Participation | Management | For | Did Not Vote |
| 18 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 19 | Approve Issuance of Shares and Options without Preemptive Rights | Management | For | Did Not Vote |
| 20 | Close Meeting | Management | None | None |
| KONINKLIJKE AHOLD DELHAIZE NV
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: AD
SECURITY ID: N0074E105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4 | Adopt Financial Statements | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Discharge of Management Board | Management | For | For |
| 8 | Approve Discharge of Supervisory Board | Management | For | For |
| 9 | Reelect Peter Agnefjall to Supervisory Board | Management | For | For |
| 10 | Reelect Bill McEwan to Supervisory Board | Management | For | For |
| 11 | Reelect Katie Doyle to Supervisory Board | Management | For | For |
| 12 | Elect Julia Vander Ploeg to Supervisory Board | Management | For | For |
| 13 | Reelect Frans Muller to Management Board | Management | For | For |
| 14 | Elect JJ Fleeman to Management Board | Management | For | For |
| 15 | Ratify KPMG Accountants N.V. as Auditors | Management | For | For |
| 16 | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 17 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 18 | Authorize Board to Acquire Common Shares | Management | For | For |
| 19 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 20 | Close Meeting | Management | None | None |
| KONINKLIJKE PHILIPS NV
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: PHIA
SECURITY ID: N7637U112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect R.W.O. Jakobs as President / Chief Executive Officer and Member of the Management Board | Management | For | For |
| KONINKLIJKE PHILIPS NV
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PHIA
SECURITY ID: N7637U112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | President's Speech | Management | None | None |
| 2.a | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.c | Approve Dividends | Management | For | For |
| 2. | Approve Remuneration Report | Management | For | For |
| 2.e | Approve Discharge of Management Board | Management | For | Against |
| 2.f | Approve Discharge of Supervisory Board | Management | For | For |
| 3 | Reelect A. Bhattacharya to Management Board | Management | For | For |
| 4.a | Reelect D.E.I. Pyott to Supervisory Board | Management | For | For |
| 4.b | Reelect M.E. Doherty to Supervisory Board | Management | For | For |
| 5 | Ratify Ernst & Young Accountants LLP as Auditors for the Financial Year 2024 | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors for the Financial Year 2025 | Management | For | For |
| 7.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 7.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 10 | Other Business (Non-Voting) | Management | None | None |
| KYOCERA CORP.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 6971
SECURITY ID: J37479110
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 100 | Management | For | For |
| 2 | Amend Articles to Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Yamaguchi, Goro | Management | For | Against |
| 3.2 | Elect Director Tanimoto, Hideo | Management | For | Against |
| 3.3 | Elect Director Fure, Hiroshi | Management | For | For |
| 3.4 | Elect Director Ina, Norihiko | Management | For | For |
| 3.5 | Elect Director Kano, Koichi | Management | For | For |
| 3.6 | Elect Director Aoki, Shoichi | Management | For | For |
| 3.7 | Elect Director Koyano, Akiko | Management | For | For |
| 3.8 | Elect Director Kakiuchi, Eiji | Management | For | For |
| 3.9 | Elect Director Maekawa, Shigenobu | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Kida, Minoru | Management | For | For |
| 5 | Approve Two Types of Restricted Stock Plans | Management | For | For |
| LEGAL & GENERAL GROUP PLC
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LGEN
SECURITY ID: GB0005603997
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Climate Transition Plan | Management | For | For |
| 4 | Elect Carolyn Johnson as Director | Management | For | For |
| 5 | Elect Tushar Morzaria as Director | Management | For | For |
| 6 | Re-elect Henrietta Baldock as Director | Management | For | For |
| 7 | Re-elect Nilufer Von Bismarck as Director | Management | For | For |
| 8 | Re-elect Philip Broadley as Director | Management | For | For |
| 9 | Re-elect Jeff Davies as Director | Management | For | For |
| 10 | Re-elect Sir John Kingman as Director | Management | For | For |
| 11 | Re-elect Lesley Knox as Director | Management | For | For |
| 12 | Re-elect George Lewis as Director | Management | For | For |
| 13 | Re-elect Ric Lewis as Director | Management | For | For |
| 14 | Re-elect Laura Wade-Gery as Director | Management | For | For |
| 15 | Re-elect Sir Nigel Wilson as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Approve Remuneration Policy | Management | For | For |
| 19 | Approve Remuneration Report | Management | For | For |
| 20 | Approve Increase in Limit on the Aggregate Amount of Fees Payable to Directors | Management | For | For |
| 21 | Authorise Issue of Equity | Management | For | For |
| 22 | Authorise Issue of Equity in Connection with the Issue of Contingent Convertible Securities | Management | For | For |
| 23 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 24 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 25 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 26 | Authorise Issue of Equity without Pre-emptive Rights in Connection with the Issue of Contingent Convertible Securities | Management | For | For |
| 27 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 28 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| LVMH MOET HENNESSY LOUIS VUITTON SE
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: MC
SECURITY ID: F58485115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 12.00 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | Against |
| 5 | Reelect Delphine Arnault as Director | Management | For | Against |
| 6 | Reelect Antonio Belloni as Director | Management | For | Against |
| 7 | Reelect Marie-Josee Kravis as Director | Management | For | Against |
| 8 | Reelect Marie-Laure Sauty de Chalon as Director | Management | For | For |
| 9 | Reelect Natacha Valla as Director | Management | For | For |
| 10 | Elect Laurent Mignon as Director | Management | For | For |
| 11 | Renew Appointment of Lord Powell of Bayswater as Censor | Management | For | Against |
| 12 | Appoint Diego Della Valle as Censor | Management | For | Against |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | Against |
| 14 | Approve Compensation of Bernard Arnault, Chairman and CEO | Management | For | Against |
| 15 | Approve Compensation of Antonio Belloni, Vice-CEO | Management | For | Against |
| 16 | Approve Remuneration Policy of Directors | Management | For | For |
| 17 | Approve Remuneration Policy of Chairman and CEO | Management | For | Against |
| 18 | Approve Remuneration Policy of Vice-CEO | Management | For | Against |
| 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 21 | Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 22 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 23 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 25 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | For |
| 26 | Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers | Management | For | For |
| 27 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 28 | Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | Management | For | For |
| 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million | Management | For | For |
| M&G PLC
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: MNG
SECURITY ID: GB00BKFB1C65
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Elect Andrea Rossi as Director | Management | For | For |
| 5 | Re-elect Clive Adamson as Director | Management | For | For |
| 6 | Re-elect Edward Braham as Director | Management | For | For |
| 7 | Re-elect Clare Chapman as Director | Management | For | For |
| 8 | Re-elect Fiona Clutterbuck as Director | Management | None | None |
| 9 | Re-elect Kathryn McLeland as Director | Management | For | For |
| 10 | Re-elect Debasish Sanyal as Director | Management | For | For |
| 11 | Re-elect Clare Thompson as Director | Management | For | For |
| 12 | Re-elect Massimo Tosato as Director | Management | For | For |
| 13 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity in Connection with the Issue of Mandatory Convertible Securities | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with the Issue of Mandatory Convertible Securities | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| MANULIFE FINANCIAL CORP.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MFC
SECURITY ID: 56501R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1.2 | Elect Director Guy L.T. Bainbridge | Management | For | For |
| 1.3 | Elect Director Susan F. Dabarno | Management | For | For |
| 1.4 | Elect Director Julie E. Dickson | Management | For | For |
| 1.5 | Elect Director Roy Gori | Management | For | For |
| 1.6 | Elect Director Tsun-yan Hsieh | Management | For | For |
| 1.7 | Elect Director Vanessa Kanu | Management | For | For |
| 1.8 | Elect Director Donald R. Lindsay | Management | For | For |
| 1.9 | Elect Director C. James Prieur | Management | For | For |
| 1.10 | Elect Director Andrea S. Rosen | Management | For | For |
| 1.11 | Elect Director May Tan | Management | For | For |
| 1.12 | Elect Director Leagh E. Turner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| MERCEDES-BENZ GROUP AG
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MBG
SECURITY ID: D1668R123
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 5.20 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5.1 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Management | For | For |
| 5.2 | Ratify PricewaterhouseCoopers GmbH as Auditors for the 2024 Interim Financial Statements until the 2024 AGM | Management | For | For |
| 5.3 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2024 and for the Review of Interim Financial Statements after the 2024 AGM | Management | For | For |
| 6 | Elect Stefan Pierer to the Supervisory Board | Management | For | For |
| 7 | Approve Remuneration of Supervisory Board | Management | For | For |
| 8 | Approve Remuneration Policy | Management | For | For |
| 9 | Approve Remuneration Report | Management | For | For |
| 10 | Approve Creation of EUR 1 Billion Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Management | For | For |
| 11 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 12 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| MITSUBISHI CORP.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 8058
SECURITY ID: J43830116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 103 | Management | For | For |
| 2.1 | Elect Director Kakiuchi, Takehiko | Management | For | For |
| 2.2 | Elect Director Nakanishi, Katsuya | Management | For | For |
| 2.3 | Elect Director Tanaka, Norikazu | Management | For | For |
| 2.4 | Elect Director Kashiwagi, Yutaka | Management | For | For |
| 2.5 | Elect Director Nochi, Yuzo | Management | For | For |
| 2.6 | Elect Director Tatsuoka, Tsuneyoshi | Management | For | For |
| 2.7 | Elect Director Miyanaga, Shunichi | Management | For | For |
| 2.8 | Elect Director Akiyama, Sakie | Management | For | For |
| 2.9 | Elect Director Sagiya, Mari | Management | For | For |
| 3 | Appoint Statutory Auditor Murakoshi, Akira | Management | For | For |
| 4 | Approve Performance-Based Cash Compensation Ceiling for Directors | Management | For | For |
| 5 | Amend Articles to Disclose Greenhouse Gas Emission Reduction Targets Aligned with Goals of Paris Agreement | Shareholder | Against | Against |
| 6 | Amend Articles to Disclose Evaluation concerning Consistency between Capital Expenditures and Net Zero Greenhouse Gas Emissions by 2050 Commitment | Shareholder | Against | Against |
| MITSUI O.S.K. LINES, LTD.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 9104
SECURITY ID: J45013133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 260 | Management | For | For |
| 2.1 | Elect Director Ikeda, Junichiro | Management | For | For |
| 2.2 | Elect Director Hashimoto, Takeshi | Management | For | For |
| 2.3 | Elect Director Tanaka, Toshiaki | Management | For | For |
| 2.4 | Elect Director Moro, Junko | Management | For | For |
| 2.5 | Elect Director Umemura, Hisashi | Management | For | For |
| 2.6 | Elect Director Fujii, Hideto | Management | For | For |
| 2.7 | Elect Director Katsu, Etsuko | Management | For | For |
| 2.8 | Elect Director Onishi, Masaru | Management | For | For |
| 2.9 | Elect Director Koshiba, Mitsunobu | Management | For | For |
| 3.1 | Appoint Statutory Auditor Hinoka, Yutaka | Management | For | For |
| 3.2 | Appoint Statutory Auditor Takeda, Fumiko | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Toda, Atsuji | Management | For | For |
| NESTLE SA
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: NESN
SECURITY ID: H57312649
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 1.2 | Approve Remuneration Report | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of CHF 2.95 per Share | Management | For | Did Not Vote |
| 4.1.a | Reelect Paul Bulcke as Director and Board Chair | Management | For | Did Not Vote |
| 4.1.b | Reelect Ulf Schneider as Director | Management | For | Did Not Vote |
| 4.1.c | Reelect Henri de Castries as Director | Management | For | Did Not Vote |
| 4.1.d | Reelect Renato Fassbind as Director | Management | For | Did Not Vote |
| 4.1.e | Reelect Pablo Isla as Director | Management | For | Did Not Vote |
| 4.1.f | Reelect Patrick Aebischer as Director | Management | For | Did Not Vote |
| 4.1.g | Reelect Kimberly Ross as Director | Management | For | Did Not Vote |
| 4.1.h | Reelect Dick Boer as Director | Management | For | Did Not Vote |
| 4.1.i | Reelect Dinesh Paliwal as Director | Management | For | Did Not Vote |
| 4.1.j | Reelect Hanne Jimenez de Mora as Director | Management | For | Did Not Vote |
| 4.1.k | Reelect Lindiwe Sibanda as Director | Management | For | Did Not Vote |
| 4.1.l | Reelect Chris Leong as Director | Management | For | Did Not Vote |
| 4.1.m | Reelect Luca Maestri as Director | Management | For | Did Not Vote |
| 4.2.1 | Elect Rainer Blair as Director | Management | For | Did Not Vote |
| 4.2.2 | Elect Marie-Gabrielle Ineichen-Fleisch as Director | Management | For | Did Not Vote |
| 4.3.1 | Reappoint Pablo Isla as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.3.2 | Reappoint Patrick Aebischer as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.3.3 | Reappoint Dick Boer as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.3.4 | Reappoint Dinesh Paliwal as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 4.5 | Designate Hartmann Dreyer as Independent Proxy | Management | For | Did Not Vote |
| 5.1 | Approve Remuneration of Directors in the Amount of CHF 10.5 Million | Management | For | Did Not Vote |
| 5.2 | Approve Remuneration of Executive Committee in the Amount of CHF 72 Million | Management | For | Did Not Vote |
| 6 | Approve CHF 8 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 7.1 | Amend Articles Re: General Meeting (Incl. Virtual-Only or Hybrid Shareholder Meetings) | Management | For | Did Not Vote |
| 7.2 | Amend Articles of Association | Management | For | Did Not Vote |
| 8 | Transact Other Business (Voting) | Management | Against | Did Not Vote |
| NEW WORLD DEVELOPMENT COMPANY LIMITED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 17
SECURITY ID: Y6266R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve the 2023 Services Group Master Services Agreement, Services Group Transactions, Services Group Annual Caps and Related Transactions | Management | For | For |
| 2 | Approve the Master Construction Services Agreement, Construction Services Group Transactions, Construction Services Group Annual Caps and Related Transactions | Management | For | For |
| 3 | Elect Law Fan Chiu-Fun, Fanny as Director | Management | For | For |
| 4 | Elect Lo Wing-Sze, Anthea as Director | Management | For | For |
| 5 | Elect Wong Yeung-Fong, Fonia as Director | Management | For | For |
| 6 | Elect Cheng Chi-Ming, Brian as Director | Management | For | For |
| NINTENDO CO., LTD.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 7974
SECURITY ID: J51699106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 123 | Management | For | For |
| 2.1 | Elect Director Furukawa, Shuntaro | Management | For | For |
| 2.2 | Elect Director Miyamoto, Shigeru | Management | For | For |
| 2.3 | Elect Director Takahashi, Shinya | Management | For | For |
| 2.4 | Elect Director Shibata, Satoru | Management | For | For |
| 2.5 | Elect Director Shiota, Ko | Management | For | For |
| 2.6 | Elect Director Chris Meledandri | Management | For | For |
| NIPPON YUSEN KK
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 9101
SECURITY ID: J56515232
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 170 | Management | For | For |
| 2 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors | Management | For | For |
| 3.1 | Elect Director Nagasawa, Hitoshi | Management | For | For |
| 3.2 | Elect Director Soga, Takaya | Management | For | For |
| 3.3 | Elect Director Higurashi, Yutaka | Management | For | For |
| 3.4 | Elect Director Kono, Akira | Management | For | For |
| 3.5 | Elect Director Kuniya, Hiroko | Management | For | For |
| 3.6 | Elect Director Tanabe, Eiichi | Management | For | For |
| 3.7 | Elect Director Kanehara, Nobukatsu | Management | For | For |
| 4.1 | Elect Director and Audit Committee Member Takahashi, Eiichi | Management | For | For |
| 4.2 | Elect Director and Audit Committee Member Kosugi, Keiko | Management | For | For |
| 4.3 | Elect Director and Audit Committee Member Nakaso, Hiroshi | Management | For | For |
| 4.4 | Elect Director and Audit Committee Member Kuwabara, Satoko | Management | For | For |
| 4.5 | Elect Director and Audit Committee Member Yamada, Tatsumi | Management | For | For |
| 5 | Elect Alternate Director and Audit Committee Member Tanabe, Eiichi | Management | For | Against |
| 6 | Approve Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 7 | Approve Compensation Ceiling for Directors Who Are Audit Committee Members | Management | For | For |
| 8 | Approve Performance-Based Cash Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 9 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| NOKIA OYJ
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: NOKIA
SECURITY ID: X61873133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 5 | Prepare and Approve List of Shareholders | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8 | Approve Allocation of Income and Dividends of EUR 0.12 Per Share | Management | For | Did Not Vote |
| 9 | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of EUR 440,000 to Chair, EUR 210,000 to Vice Chair and EUR 185,000 to Other Directors; Approve Remuneration for Committee Work; Approve Meeting Fees | Management | For | Did Not Vote |
| 12 | Fix Number of Directors at Ten | Management | For | Did Not Vote |
| 13.1 | Reelect Sari Baldauf (Chair) as Director | Management | For | Did Not Vote |
| 13.2 | Reelect Thomas Dannenfeldt as Director | Management | For | Did Not Vote |
| 13.3 | Reelect Lisa Hook as Director | Management | For | Did Not Vote |
| 13.4 | Reelect Jeanette Horan as Director | Management | For | Did Not Vote |
| 13.5 | Reelect Thomas Saueressig as Director | Management | For | Did Not Vote |
| 13.6 | Reelect Soren Skou (Vice Chair) as Director | Management | For | Did Not Vote |
| 13.7 | Reelect Carla Smits-Nusteling as Director | Management | For | Did Not Vote |
| 13.8 | Reelect Kai Oistamo as Director | Management | For | Did Not Vote |
| 13.9 | Elect Timo Ahopelto as Director | Management | For | Did Not Vote |
| 13.10 | Elect Elizabeth Crain as Director | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditor | Management | For | Did Not Vote |
| 15 | Ratify Deloitte as Auditor | Management | For | Did Not Vote |
| 16 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 17 | Approve Issuance of up to 550 Million Shares without Preemptive Rights | Management | For | Did Not Vote |
| 18 | Close Meeting | Management | None | None |
| NORDEA BANK ABP
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: NDA.SE
SECURITY ID: X5S8VL105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 5 | Prepare and Approve List of Shareholders | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8 | Approve Allocation of Income and Dividends | Management | For | Did Not Vote |
| 9 | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of EUR 352,000 for Chairman, EUR 165,500 for Vice Chairman, and EUR 105,500 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 12 | Determine Number of Members (10) and Deputy Members (1) of Board | Management | For | Did Not Vote |
| 13.a | Reelect Stephen Hester as Director (Chair) | Management | For | Did Not Vote |
| 13.b | Reelect Petra van Hoeken as Director | Management | For | Did Not Vote |
| 13.c | Reelect John Maltby as Director | Management | For | Did Not Vote |
| 13.d | Reelect Lene Skole as Director | Management | For | Did Not Vote |
| 13.e | Reelect Birger Steen as Director | Management | For | Did Not Vote |
| 13.f | Reelect Jonas Synnergren as Director | Management | For | Did Not Vote |
| 13.g | Reelect Arja Talma as Director | Management | For | Did Not Vote |
| 13.h | Reelect Kjersti Wiklund as Director | Management | For | Did Not Vote |
| 13.i | Elect Risto Murto as Director | Management | For | Did Not Vote |
| 13.j | Elect Per Stromberg as Director | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Ratify PricewaterhouseCoopers as Auditors | Management | For | Did Not Vote |
| 16 | Amend Articles Re: General Meeting Participation; General Meeting | Management | For | Did Not Vote |
| 17 | Approve Issuance of Convertible Instruments without Preemptive Rights | Management | For | Did Not Vote |
| 18 | Authorize Share Repurchase Program in the Securities Trading Business | Management | For | Did Not Vote |
| 19 | Authorize Reissuance of Repurchased Shares | Management | For | Did Not Vote |
| 20 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | Did Not Vote |
| 21 | Approve Issuance of up to 30 Million Shares without Preemptive Rights | Management | For | Did Not Vote |
| 22 | Close Meeting | Management | None | None |
| NOVARTIS AG
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: NOVN
SECURITY ID: H5820Q150
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of CHF 3.20 per Share | Management | For | Did Not Vote |
| 4 | Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 5 | Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital | Management | For | Did Not Vote |
| 6.1 | Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings | Management | For | Did Not Vote |
| 6.2 | Amend Articles of Association | Management | For | Did Not Vote |
| 6.3 | Amend Articles of Association | Management | For | Did Not Vote |
| 7.1 | Approve Remuneration of Directors in the Amount of CHF 8.8 Million | Management | For | Did Not Vote |
| 7.2 | Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million | Management | For | Did Not Vote |
| 7.3 | Approve Remuneration Report | Management | For | Did Not Vote |
| 8.1 | Reelect Joerg Reinhardt as Director and Board Chair | Management | For | Did Not Vote |
| 8.2 | Reelect Nancy Andrews as Director | Management | For | Did Not Vote |
| 8.3 | Reelect Ton Buechner as Director | Management | For | Did Not Vote |
| 8.4 | Reelect Patrice Bula as Director | Management | For | Did Not Vote |
| 8.5 | Reelect Elizabeth Doherty as Director | Management | For | Did Not Vote |
| 8.6 | Reelect Bridgette Heller as Director | Management | For | Did Not Vote |
| 8.7 | Reelect Daniel Hochstrasser as Director | Management | For | Did Not Vote |
| 8.8 | Reelect Frans van Houten as Director | Management | For | Did Not Vote |
| 8.9 | Reelect Simon Moroney as Director | Management | For | Did Not Vote |
| 8.10 | Reelect Ana de Pro Gonzalo as Director | Management | For | Did Not Vote |
| 8.11 | Reelect Charles Sawyers as Director | Management | For | Did Not Vote |
| 8.12 | Reelect William Winters as Director | Management | For | Did Not Vote |
| 8.13 | Elect John Young as Director | Management | For | Did Not Vote |
| 9.1 | Reappoint Patrice Bula as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.2 | Reappoint Bridgette Heller as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.3 | Reappoint Simon Moroney as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.4 | Reappoint William Winters as Member of the Compensation Committee | Management | For | Did Not Vote |
| 10 | Ratify KPMG AG as Auditors | Management | For | Did Not Vote |
| 11 | Designate Peter Zahn as Independent Proxy | Management | For | Did Not Vote |
| 12 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| OTSUKA HOLDINGS CO., LTD.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 4578
SECURITY ID: J63117105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Otsuka, Ichiro | Management | For | For |
| 1.2 | Elect Director Higuchi, Tatsuo | Management | For | For |
| 1.3 | Elect Director Matsuo, Yoshiro | Management | For | For |
| 1.4 | Elect Director Takagi, Shuichi | Management | For | For |
| 1.5 | Elect Director Makino, Yuko | Management | For | For |
| 1.6 | Elect Director Kobayashi, Masayuki | Management | For | For |
| 1.7 | Elect Director Tojo, Noriko | Management | For | For |
| 1.8 | Elect Director Inoue, Makoto | Management | For | For |
| 1.9 | Elect Director Matsutani, Yukio | Management | For | For |
| 1.10 | Elect Director Sekiguchi, Ko | Management | For | For |
| 1.11 | Elect Director Aoki, Yoshihisa | Management | For | For |
| 1.12 | Elect Director Mita, Mayo | Management | For | For |
| 1.13 | Elect Director Kitachi, Tatsuaki | Management | For | For |
| OVERSEA-CHINESE BANKING CORPORATION LIMITED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: O39
SECURITY ID: Y64248209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Directors' Statement, Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2a | Elect Chua Kim Chiu as Director | Management | For | For |
| 2b | Elect Lee Tih Shih as Director | Management | For | For |
| 2c | Elect Tan Yen Yen as Director | Management | For | For |
| 3 | Elect Helen Wong Pik Kuen as Director | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5a | Approve Directors' Remuneration | Management | For | For |
| 5b | Approve Allotment and Issuance of Remuneration Shares to the Directors | Management | For | For |
| 6 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 8 | Approve Grant of Options and/or Rights and Issuance of Shares Pursuant to the OCBC Share Option Scheme 2001, OCBC Employee Share Purchase Plan, and the OCBC Deferred Share Plan 2021 | Management | For | Against |
| 9 | Approve Issuance of Shares Pursuant to the OCBC Scrip Dividend Scheme | Management | For | For |
| 10 | Authorize Share Repurchase Program | Management | For | For |
| 11 | Approve Extension and Alterations of OCBC Employee Share Purchase Plan | Management | For | For |
| PERSIMMON PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: PSN
SECURITY ID: GB0006825383
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Re-elect Roger Devlin as Director | Management | For | For |
| 6 | Re-elect Dean Finch as Director | Management | For | For |
| 7 | Elect Jason Windsor as Director | Management | For | For |
| 8 | Re-elect Nigel Mills as Director | Management | For | For |
| 9 | Re-elect Annemarie Durbin as Director | Management | For | For |
| 10 | Re-elect Andrew Wyllie as Director | Management | For | For |
| 11 | Re-elect Shirine Khoury-Haq as Director | Management | For | For |
| 12 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 13 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 14 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| POWER ASSETS HOLDINGS LIMITED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: 6
SECURITY ID: Y7092Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a | Elect Stephen Edward Bradley as Director | Management | For | For |
| 3b | Elect Andrew John Hunter as Director | Management | For | For |
| 3c | Elect Ip Yuk-keung, Albert as Director | Management | For | For |
| 3d | Elect Kwan Chi Kin, Anthony as Director | Management | For | For |
| 3e | Elect Li Tzar Kuoi, Victor as Director | Management | For | For |
| 3f | Elect Tsai Chao Chung, Charles as Director | Management | For | For |
| 4 | Approve KPMG as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| RIO TINTO LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RIO
SECURITY ID: Q81437107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report for UK Law Purposes | Management | For | For |
| 3 | Approve Remuneration Report for Australian Law Purposes | Management | For | For |
| 4 | Approve Potential Termination Benefits | Management | For | For |
| 5 | Elect Kaisa Hietala as Director | Management | For | For |
| 6 | Elect Dominic Barton as Director | Management | For | For |
| 7 | Elect Megan Clark as Director | Management | For | For |
| 8 | Elect Peter Cunningham as Director | Management | For | For |
| 9 | Elect Simon Henry as Director | Management | For | For |
| 10 | Elect Sam Laidlaw as Director | Management | For | For |
| 11 | Elect Simon McKeon as Director | Management | For | For |
| 12 | Elect Jennifer Nason as Director | Management | For | For |
| 13 | Elect Jakob Stausholm as Director | Management | For | For |
| 14 | Elect Ngaire Woods as Director | Management | For | For |
| 15 | Elect Ben Wyatt as Director | Management | For | For |
| 16 | Appoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorize the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Approve Authority to Make Political Donations | Management | For | For |
| 19 | Approve the Renewal of Off-Market and On-Market Share Buy-back Authorities | Management | For | For |
| RIO TINTO PLC
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: RIO
SECURITY ID: G75754104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | Management | For | For |
| 2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | Management | For | For |
| RIO TINTO PLC
MEETING DATE: APR 06, 2023 |
||||
|
TICKER: RIO
SECURITY ID: GB0007188757
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report for UK Law Purposes | Management | For | For |
| 3 | Approve Remuneration Report for Australian Law Purposes | Management | For | For |
| 4 | Approve the Potential Termination of Benefits for Australian Law Purposes | Management | For | For |
| 5 | Elect Kaisa Hietala as Director | Management | For | For |
| 6 | Re-elect Dominic Barton as Director | Management | For | For |
| 7 | Re-elect Megan Clark as Director | Management | For | For |
| 8 | Re-elect Peter Cunningham as Director | Management | For | For |
| 9 | Re-elect Simon Henry as Director | Management | For | For |
| 10 | Re-elect Sam Laidlaw as Director | Management | For | For |
| 11 | Re-elect Simon McKeon as Director | Management | For | For |
| 12 | Re-elect Jennifer Nason as Director | Management | For | For |
| 13 | Re-elect Jakob Stausholm as Director | Management | For | For |
| 14 | Re-elect Ngaire Woods as Director | Management | For | For |
| 15 | Re-elect Ben Wyatt as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ROYAL BANK OF CANADA
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: RY
SECURITY ID: 780087102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mirko Bibic | Management | For | For |
| 1.2 | Elect Director Andrew A. Chisholm | Management | For | For |
| 1.3 | Elect Director Jacynthe Cote | Management | For | For |
| 1.4 | Elect Director Toos N. Daruvala | Management | For | For |
| 1.5 | Elect Director Cynthia Devine | Management | For | For |
| 1.6 | Elect Director Roberta L. Jamieson | Management | For | For |
| 1.7 | Elect Director David McKay | Management | For | For |
| 1.8 | Elect Director Maryann Turcke | Management | For | For |
| 1.9 | Elect Director Thierry Vandal | Management | For | For |
| 1.10 | Elect Director Bridget A. van Kralingen | Management | For | For |
| 1.11 | Elect Director Frank Vettese | Management | For | For |
| 1.12 | Elect Director Jeffery Yabuki | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Amend Stock Option Plan | Management | For | For |
| 5 | Increase Maximum Aggregate Consideration Limit of First Preferred Shares | Management | For | For |
| A | SP 1: Amend the Bank's Policy Guidelines for Sensitive Sectors and Activities | Shareholder | Against | Against |
| B | SP 2: Revise the Bank's Human Rights Position Statement | Shareholder | Against | Against |
| C | SP 3: Publish a Third-Party Racial Equity Audit | Shareholder | Against | Against |
| D | SP 4: Report on 2030 Absolute Greenhouse Gas Reduction Goals | Shareholder | Against | Against |
| E | SP 5: Adopt a Policy for a Time-Bound Phaseout of the Bank's Lending and Underwriting for Projects and Companies Engaging in Fossil Fuel Exploration | Shareholder | Against | Against |
| F | SP 6: Disclose the CEO Compensation to Median Worker Pay Ratio on an Annual Basis | Shareholder | Against | Against |
| G | SP 7: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| H | SP 8: Report on Loans Made by the Bank in Support of the Circular Economy | Shareholder | Against | Against |
| SANOFI
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SAN
SECURITY ID: F5548N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.56 per Share | Management | For | For |
| 4 | Elect Frederic Oudea as Director | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Serge Weinberg, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Paul Hudson, CEO | Management | For | For |
| 8 | Approve Remuneration of Directors in the Aggregate Amount of EUR 2.5 Million | Management | For | For |
| 9 | Approve Remuneration Policy of Directors | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of CEO | Management | For | For |
| 12 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 13 | Ratify Change Location of Registered Office to 46, Avenue de la Grande Armee, 75017 Paris and Amend Article 4 of Bylaws Accordingly | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 19 | Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SAP SE
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: SAP
SECURITY ID: D66992104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 8.1 | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Management | For | For |
| 8.2 | Elect Qi Lu to the Supervisory Board | Management | For | For |
| 8.3 | Elect Punit Renjen to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 10 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 11.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 11.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| SBI HOLDINGS, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 8473
SECURITY ID: J6991H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Increase Authorized Capital | Management | For | For |
| 2.1 | Elect Director Kitao, Yoshitaka | Management | For | For |
| 2.2 | Elect Director Takamura, Masato | Management | For | For |
| 2.3 | Elect Director Asakura, Tomoya | Management | For | For |
| 2.4 | Elect Director Morita, Shumpei | Management | For | For |
| 2.5 | Elect Director Kusakabe, Satoe | Management | For | For |
| 2.6 | Elect Director Yamada, Masayuki | Management | For | For |
| 2.7 | Elect Director Sato, Teruhide | Management | For | For |
| 2.8 | Elect Director Takenaka, Heizo | Management | For | For |
| 2.9 | Elect Director Suzuki, Yasuhiro | Management | For | For |
| 2.10 | Elect Director Ito, Hiroshi | Management | For | For |
| 2.11 | Elect Director Takeuchi, Kanae | Management | For | For |
| 2.12 | Elect Director Fukuda, Junichi | Management | For | For |
| 2.13 | Elect Director Suematsu, Hiroyuki | Management | For | For |
| 2.14 | Elect Director Matsui, Shinji | Management | For | For |
| 2.15 | Elect Director Shiino, Motoaki | Management | For | For |
| 3 | Appoint Statutory Auditor Yoshida, Takahiro | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Wakatsuki, Tetsutaro | Management | For | For |
| 5 | Approve Director Retirement Bonus | Management | For | For |
| SEKISUI HOUSE, LTD.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: 1928
SECURITY ID: J70746136
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 58 | Management | For | For |
| 2.1 | Elect Director Nakai, Yoshihiro | Management | For | For |
| 2.2 | Elect Director Horiuchi, Yosuke | Management | For | For |
| 2.3 | Elect Director Tanaka, Satoshi | Management | For | For |
| 2.4 | Elect Director Ishii, Toru | Management | For | For |
| 2.5 | Elect Director Shinozaki, Hiroshi | Management | For | For |
| 2.6 | Elect Director Yoshimaru, Yukiko | Management | For | For |
| 2.7 | Elect Director Kitazawa, Toshifumi | Management | For | For |
| 2.8 | Elect Director Nakajima, Yoshimi | Management | For | For |
| 2.9 | Elect Director Takegawa, Keiko | Management | For | For |
| 2.10 | Elect Director Abe, Shinichi | Management | For | For |
| SIEMENS AG
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: SIE
SECURITY ID: D69671218
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2021/22 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 4.25 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2021/22 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2021/22 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2021/22 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2021/22 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2021/22 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2021/22 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2021/22 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2021/22 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Tobias Baeumler for Fiscal Year 2021/22 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2021/22 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2021/22 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2021/22 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2021/22 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2021/22 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2021/22 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2021/22 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2021/22 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2021/22 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2021/22 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2021/22 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2021/22 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2021/22 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Grazia Vittadini for Fiscal Year 2021/22 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2021/22 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2021/22 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2022/23 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7.1 | Elect Werner Brandt to the Supervisory Board | Management | For | For |
| 7.2 | Elect Regina Dugan to the Supervisory Board | Management | For | For |
| 7.3 | Elect Keryn Lee James to the Supervisory Board | Management | For | For |
| 7.4 | Elect Martina Merz to the Supervisory Board | Management | For | For |
| 7.5 | Elect Benoit Potier to the Supervisory Board | Management | For | For |
| 7.6 | Elect Nathalie von Siemens to the Supervisory Board | Management | For | For |
| 7.7 | Elect Matthias Zachert to the Supervisory Board | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10 | Amend Articles Re: Registration in the Share Register | Management | For | For |
| SOCIETE GENERALE SA
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: GLE
SECURITY ID: F8591M517
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Treatment of Losses and Dividends of EUR 1.70 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 6 | Approve Remuneration Policy of CEO and Vice-CEOs | Management | For | For |
| 7 | Approve Remuneration Policy of Directors | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Lorenzo Bini Smaghi, Chairman of the Board | Management | For | For |
| 10 | Approve Compensation of Frederic Oudea, CEO | Management | For | For |
| 11 | Approve Compensation of Philippe Aymerich, Vice-CEO | Management | For | For |
| 12 | Approve Compensation of Diony Lebot, Vice-CEO | Management | For | For |
| 13 | Approve the Aggregate Remuneration Granted in 2022 to Certain Senior Management, Responsible Officers, and Risk-Takers (Advisory) | Management | For | For |
| 14 | Elect Slawomir Krupa as Director | Management | For | For |
| 15 | Elect Beatrice Cossa-Dumurgier as Director Following Resignation of Juan Maria Nin Genova | Management | For | For |
| 16 | Elect Ulrika Ekman as Director | Management | For | For |
| 17 | Elect Benoit de Ruffray as Director | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 20 | Amend Article 7 of Bylaws Re: Representative of Employee Shareholders Length of Term | Management | For | For |
| 21 | Amend Article 9 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 22 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SOFTBANK CORP.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 9434
SECURITY ID: J75963132
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Create Bond-type Class Shares | Management | For | For |
| 2.1 | Elect Director Miyauchi, Ken | Management | For | For |
| 2.2 | Elect Director Miyakawa, Junichi | Management | For | For |
| 2.3 | Elect Director Shimba, Jun | Management | For | For |
| 2.4 | Elect Director Imai, Yasuyuki | Management | For | For |
| 2.5 | Elect Director Fujihara, Kazuhiko | Management | For | For |
| 2.6 | Elect Director Son, Masayoshi | Management | For | For |
| 2.7 | Elect Director Horiba, Atsushi | Management | For | For |
| 2.8 | Elect Director Kamigama, Takehiro | Management | For | For |
| 2.9 | Elect Director Oki, Kazuaki | Management | For | For |
| 2.10 | Elect Director Uemura, Kyoko | Management | For | For |
| 2.11 | Elect Director Koshi, Naomi | Management | For | For |
| 3.1 | Appoint Statutory Auditor Shimagami, Eiji | Management | For | For |
| 3.2 | Appoint Statutory Auditor Kojima, Shuji | Management | For | Against |
| 3.3 | Appoint Statutory Auditor Kimiwada, Kazuko | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Nakajima, Yasuhiro | Management | For | For |
| SONIC HEALTHCARE LIMITED
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: SHL
SECURITY ID: Q8563C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Christine Bennett as Director | Management | For | For |
| 2 | Elect Katharine Giles as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of Options and Performance Rights to Colin Goldschmidt | Management | For | For |
| 5 | Approve Grant of Options and Performance Rights to Chris Wilks | Management | For | For |
| STELLANTIS NV
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: STLAM
SECURITY ID: N82405106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Board of Directors (Non-Voting) | Management | None | None |
| 2.b | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.c | Approve Remuneration Report Excluding Pre-Merger Legacy Matters | Management | For | For |
| 2.d | Approve Remuneration Report on the Pre-Merger Legacy Matters | Management | For | Against |
| 2.e | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.f | Approve Dividends of EUR 1.34 Per Share | Management | For | For |
| 2g | Approve Discharge of Directors | Management | For | For |
| 3 | Elect Benoit Ribadeau-Dumas as Non-Executive Director | Management | For | Against |
| 4.a | Ratify Ernst & Young Accountants LLP as Auditors for the Financial Year 2023 | Management | For | For |
| 4.b | Ratify Deloitte Accountants B.V. as Auditors for the Financial Year 2024 | Management | For | For |
| 5 | Amend Remuneration Policy | Management | For | For |
| 6.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 6.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Cancellation of Common Shares | Management | For | For |
| 9 | Close Meeting | Management | None | None |
| SUMITOMO CORP.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 8053
SECURITY ID: J77282119
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 57.5 | Management | For | For |
| 2.1 | Elect Director Nakamura, Kuniharu | Management | For | For |
| 2.2 | Elect Director Hyodo, Masayuki | Management | For | For |
| 2.3 | Elect Director Seishima, Takayuki | Management | For | For |
| 2.4 | Elect Director Moroka, Reiji | Management | For | For |
| 2.5 | Elect Director Higashino, Hirokazu | Management | For | For |
| 2.6 | Elect Director Ueno, Shingo | Management | For | For |
| 2.7 | Elect Director Iwata, Kimie | Management | For | For |
| 2.8 | Elect Director Yamazaki, Hisashi | Management | For | For |
| 2.9 | Elect Director Ide, Akiko | Management | For | For |
| 2.10 | Elect Director Mitachi, Takashi | Management | For | For |
| 2.11 | Elect Director Takahara, Takahisa | Management | For | For |
| 3 | Appoint Statutory Auditor Mikogami, Daisuke | Management | For | For |
| 4 | Approve Performance Share Plan | Management | For | For |
| TAKEDA PHARMACEUTICAL CO., LTD.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 4502
SECURITY ID: J8129E108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 90 | Management | For | For |
| 2.1 | Elect Director Christophe Weber | Management | For | For |
| 2.2 | Elect Director Andrew Plump | Management | For | For |
| 2.3 | Elect Director Constantine Saroukos | Management | For | For |
| 2.4 | Elect Director Iijima, Masami | Management | For | For |
| 2.5 | Elect Director Olivier Bohuon | Management | For | For |
| 2.6 | Elect Director Jean-Luc Butel | Management | For | For |
| 2.7 | Elect Director Ian Clark | Management | For | For |
| 2.8 | Elect Director Steven Gillis | Management | For | For |
| 2.9 | Elect Director John Maraganore | Management | For | For |
| 2.10 | Elect Director Michel Orsinger | Management | For | For |
| 2.11 | Elect Director Tsusaka, Miki | Management | For | For |
| 3 | Approve Annual Bonus | Management | For | For |
| TELEFONAKTIEBOLAGET LM ERICSSON
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: ERIC.B
SECURITY ID: W26049119
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 3 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 4 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Receive President's Report | Management | None | None |
| 8.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8.2 | Approve Remuneration Report | Management | For | Did Not Vote |
| 8.3.a | Approve Discharge of Board Chairman Ronnie Leten | Management | For | Did Not Vote |
| 8.3.b | Approve Discharge of Board Member Helena Stjernholm | Management | For | Did Not Vote |
| 8.3.c | Approve Discharge of Board Member Jacob Wallenberg | Management | For | Did Not Vote |
| 8.3.d | Approve Discharge of Board Member Jon Fredrik Baksaas | Management | For | Did Not Vote |
| 8.3.e | Approve Discharge of Board Member Jan Carlson | Management | For | Did Not Vote |
| 8.3.f | Approve Discharge of Board Member Nora Denzel | Management | For | Did Not Vote |
| 8.3.g | Approve Discharge of Board Member Carolina Dybeck Happe | Management | For | Did Not Vote |
| 8.3.h | Approve Discharge of Board Member Borje Ekholm | Management | For | Did Not Vote |
| 8.3.i | Approve Discharge of Board Member Eric A. Elzvik | Management | For | Did Not Vote |
| 8.3.j | Approve Discharge of Board Member Kurt Jofs | Management | For | Did Not Vote |
| 8.3.k | Approve Discharge of Board Member Kristin S. Rinne | Management | For | Did Not Vote |
| 8.3.l | Approve Discharge of Employee Representative Torbjorn Nyman | Management | For | Did Not Vote |
| 8.3.m | Approve Discharge of Employee Representative Anders Ripa | Management | For | Did Not Vote |
| 8.3.n | Approve Discharge of Employee Representative Kjell-Ake Soting | Management | For | Did Not Vote |
| 8.3.o | Approve Discharge of Deputy Employee Representative Ulf Rosberg | Management | For | Did Not Vote |
| 8.3.p | Approve Discharge of Deputy Employee Representative Loredana Roslund | Management | For | Did Not Vote |
| 8.3.q | Approve Discharge of Deputy Employee Representative Annika Salomonsson | Management | For | Did Not Vote |
| 8.3.r | Approve Discharge of President Borje Ekholm | Management | For | Did Not Vote |
| 8.4 | Approve Allocation of Income and Dividends of SEK 2.70 Per Share | Management | For | Did Not Vote |
| 9 | Determine Number Directors (10) and Deputy Directors (0) of Board | Management | For | Did Not Vote |
| 10 | Approve Remuneration of Directors SEK 4.5 Million for Chairman and SEK 1.1 Million for Other Directors, Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 11.1 | Reelect Jon Fredrik Baksaas as Director | Management | For | Did Not Vote |
| 11.2 | Reelect Jan Carlson as Director | Management | For | Did Not Vote |
| 11.3 | Reelect Carolina Dybeck Happe as Director | Management | For | Did Not Vote |
| 11.4 | Reelect Borje Ekholm as Director | Management | For | Did Not Vote |
| 11.5 | Reelect Eric A. Elzvik as Director | Management | For | Did Not Vote |
| 11.6 | Reelect Kristin S. Rinne as Director | Management | For | Did Not Vote |
| 11.7 | Reelect Helena Stjernholm as Director | Management | For | Did Not Vote |
| 11.8 | Relect Jacob Wallenberg as Director | Management | For | Did Not Vote |
| 11.9 | Elect Jonas Synnergren as New Director | Management | For | Did Not Vote |
| 11.10 | Elect Christy Wyatt as New Director | Management | For | Did Not Vote |
| 12 | Elect Jan Carlson as Board Chairman | Management | For | Did Not Vote |
| 13 | Determine Number of Auditors (1) | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Ratify Deloitte AB as Auditors | Management | For | Did Not Vote |
| 16.1 | Approve Long-Term Variable Compensation Program I 2023 (LTV I 2023) | Management | For | Did Not Vote |
| 16.2 | Approve Equity Plan Financing LTV I 2023 | Management | For | Did Not Vote |
| 16.3 | Approve Alternative Equity Plan Financing of LTV I 2023, if Item 16.2 is Not Approved | Management | For | Did Not Vote |
| 17.1 | Approve Long-Term Variable Compensation Program II 2023 (LTV II 2023) | Management | For | Did Not Vote |
| 17.2 | Approve Equity Plan Financing of LTV II 2023 | Management | For | Did Not Vote |
| 17.3 | Approve Alternative Equity Plan Financing of LTV II 2023, if Item 17.2 is Not Approved | Management | For | Did Not Vote |
| 18 | Approve Equity Plan Financing of LTV 2022 | Management | For | Did Not Vote |
| 19 | Approve Equity Plan Financing of LTV 2021 | Management | For | Did Not Vote |
| 20.1 | Approve Equity Plan Financing of LTV 2019 and 2020 | Management | For | Did Not Vote |
| 20.2 | Approve Equity Plan Financing of LTV 2019 and 2020 | Management | For | Did Not Vote |
| 21 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 22 | Close Meeting | Management | None | None |
| TELEFONICA SA
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: TEF
SECURITY ID: 879382109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 1.2 | Approve Non-Financial Information Statement | Management | For | For |
| 1.3 | Approve Discharge of Board | Management | For | For |
| 2 | Approve Treatment of Net Loss | Management | For | For |
| 3 | Renew Appointment of PricewaterhouseCoopers as Auditor | Management | For | For |
| 4 | Approve Reduction in Share Capital via Amortization of Treasury Shares | Management | For | For |
| 5 | Approve Dividends Charged Against Unrestricted Reserves | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Remuneration Policy | Management | For | For |
| 8 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 9 | Advisory Vote on Remuneration Report | Management | For | For |
| TERNA RETE ELETTRICA NAZIONALE SPA
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TRN
SECURITY ID: T9471R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Fix Number of Directors | Shareholder | None | For |
| 4 | Fix Board Terms for Directors | Shareholder | None | For |
| 5.1 | Slate 1 Submitted by CDP Reti SpA | Shareholder | None | Against |
| 5.2 | Slate 2 Submitted by Institutional Investors (Assogestioni) | Shareholder | None | For |
| 6 | Elect Igor De Biasio as Board Chair | Shareholder | None | For |
| 7 | Approve Remuneration of Directors | Shareholder | None | For |
| 8.1 | Slate 1 Submitted by CDP Reti SpA | Shareholder | None | For |
| 8.2 | Slate 2 Submitted by Institutional Investors (Assogestioni) | Shareholder | None | Against |
| 9 | Approve Internal Auditors' Remuneration | Shareholder | None | For |
| 10 | Approve Long-Term Incentive Plan 2023-2027 | Management | For | For |
| 11 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 12.1 | Approve Remuneration Policy | Management | For | For |
| 12.2 | Approve Second Section of the Remuneration Report | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| THE BANK OF NOVA SCOTIA
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: BNS
SECURITY ID: 064149107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nora A. Aufreiter | Management | For | For |
| 1.2 | Elect Director Guillermo E. Babatz | Management | For | For |
| 1.3 | Elect Director Scott B. Bonham | Management | For | For |
| 1.4 | Elect Director Daniel (Don) H. Callahan | Management | For | For |
| 1.5 | Elect Director W. Dave Dowrich | Management | For | For |
| 1.6 | Elect Director Lynn K. Patterson | Management | For | For |
| 1.7 | Elect Director Michael D. Penner | Management | For | For |
| 1.8 | Elect Director Una M. Power | Management | For | For |
| 1.9 | Elect Director Aaron W. Regent | Management | For | For |
| 1.10 | Elect Director Calin Rovinescu | Management | For | For |
| 1.11 | Elect Director L. Scott Thomson | Management | For | For |
| 1.12 | Elect Director Benita M. Warmbold | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| 5 | SP 2: Report on Client Net-Zero Transition Plans in Relation to Bank's 2030 Emissions Reduction and Net-Zero Goals | Shareholder | Against | Against |
| THE SAGE GROUP PLC
MEETING DATE: FEB 02, 2023 |
||||
|
TICKER: SGE
SECURITY ID: G7771K142
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Maggie Jones as Director | Management | For | For |
| 5 | Re-elect Andrew Duff as Director | Management | For | For |
| 6 | Re-elect Sangeeta Anand as Director | Management | For | For |
| 7 | Re-elect John Bates as Director | Management | For | For |
| 8 | Re-elect Jonathan Bewes as Director | Management | For | For |
| 9 | Re-elect Annette Court as Director | Management | For | For |
| 10 | Re-elect Drummond Hall as Director | Management | For | For |
| 11 | Re-elect Derek Harding as Director | Management | For | For |
| 12 | Re-elect Steve Hare as Director | Management | For | For |
| 13 | Re-elect Jonathan Howell as Director | Management | For | For |
| 14 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Approve Increase in the Maximum Aggregate Fees Payable to Non-Executive Directors | Management | For | For |
| 18 | Amend 2019 Restricted Share Plan | Management | For | For |
| 19 | Approve Colleague Share Purchase Plan | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| TIETOEVRY CORP.
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: TIETO
SECURITY ID: Y8T39G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 5 | Prepare and Approve List of Shareholders | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8 | Approve Allocation of Income; Authorize Board to Decide on Dividends of up to EUR 1.45 Per Share | Management | For | Did Not Vote |
| 9 | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of EUR 133,000 for Chairman, EUR 72,000 for Vice Chairman, and EUR 54,500 for Other Directors; Approve Remuneration for Committee Work; Approve Meeting Fees | Management | For | Did Not Vote |
| 12 | Fix Number of Directors at Nine | Management | For | Did Not Vote |
| 13 | Reelect Thomas Franzen (Chair), Liselotte Hagertz Engstam, Harri-Pekka Kaukonen, Katharina Mosheim and Endre Rangnes as Directors; Elect Bertil Carlsen, Elisabetta Castiglioni, Gustav Moss and Petter Soderstrom as New Directors | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Ratify Deloitte as Auditors | Management | For | Did Not Vote |
| 16 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 17 | Approve Issuance of up to 11.8 Million Shares without Preemptive Rights | Management | For | Did Not Vote |
| 18 | Allow Shareholder Meetings to be Held by Electronic Means Only | Management | For | Did Not Vote |
| 19 | Close Meeting | Management | None | None |
| TOKYO ELECTRON LTD.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 8035
SECURITY ID: J86957115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kawai, Toshiki | Management | For | For |
| 1.2 | Elect Director Sasaki, Sadao | Management | For | For |
| 1.3 | Elect Director Nunokawa, Yoshikazu | Management | For | For |
| 1.4 | Elect Director Sasaki, Michio | Management | For | For |
| 1.5 | Elect Director Eda, Makiko | Management | For | For |
| 1.6 | Elect Director Ichikawa, Sachiko | Management | For | For |
| 2.1 | Appoint Statutory Auditor Tahara, Kazushi | Management | For | For |
| 2.2 | Appoint Statutory Auditor Nanasawa, Yutaka | Management | For | For |
| 3 | Approve Annual Bonus | Management | For | For |
| 4 | Approve Deep Discount Stock Option Plan | Management | For | For |
| 5 | Approve Deep Discount Stock Option Plan | Management | For | For |
| TOYOTA MOTOR CORP.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: 7203
SECURITY ID: J92676113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Toyoda, Akio | Management | For | For |
| 1.2 | Elect Director Hayakawa, Shigeru | Management | For | For |
| 1.3 | Elect Director Sato, Koji | Management | For | For |
| 1.4 | Elect Director Nakajima,Hiroki | Management | For | For |
| 1.5 | Elect Director Miyazaki, Yoichi | Management | For | For |
| 1.6 | Elect Director Simon Humphries | Management | For | For |
| 1.7 | Elect Director Sugawara, Ikuro | Management | For | For |
| 1.8 | Elect Director Sir Philip Craven | Management | For | For |
| 1.9 | Elect Director Oshima, Masahiko | Management | For | For |
| 1.10 | Elect Director Osono, Emi | Management | For | For |
| 2.1 | Appoint Statutory Auditor Ogura, Katsuyuki | Management | For | For |
| 2.2 | Appoint Statutory Auditor Shirane, Takeshi | Management | For | For |
| 2.3 | Appoint Statutory Auditor Sakai, Ryuji | Management | For | Against |
| 2.4 | Appoint Statutory Auditor Catherine OConnell | Management | For | For |
| 3 | Appoint Alternate Statutory Auditor Kikuchi, Maoko | Management | For | For |
| 4 | Amend Articles to Report on Corporate Climate Lobbying Aligned with Paris Agreement | Shareholder | Against | Against |
| UNILEVER PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ULVR
SECURITY ID: GB00B10RZP78
|
||||
| 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 | Against |
| 3 | Re-elect Nils Andersen as Director | Management | For | For |
| 4 | Re-elect Judith Hartmann as Director | Management | For | For |
| 5 | Re-elect Adrian Hennah as Director | Management | For | For |
| 6 | Re-elect Alan Jope as Director | Management | For | For |
| 7 | Re-elect Andrea Jung as Director | Management | For | For |
| 8 | Re-elect Susan Kilsby as Director | Management | For | For |
| 9 | Re-elect Ruby Lu as Director | Management | For | For |
| 10 | Re-elect Strive Masiyiwa as Director | Management | For | For |
| 11 | Re-elect Youngme Moon as Director | Management | For | For |
| 12 | Re-elect Graeme Pitkethly as Director | Management | For | For |
| 13 | Re-elect Feike Sijbesma as Director | Management | For | For |
| 14 | Elect Nelson Peltz as Director | Management | For | For |
| 15 | Elect Hein Schumacher as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| UNITED OVERSEAS BANK LIMITED (SINGAPORE)
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: U11
SECURITY ID: Y9T10P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Directors' Fees | Management | For | For |
| 4 | Approve Ernst & Young LLP as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | For |
| 5 | Elect Wee Ee Cheong as Director | Management | For | For |
| 6 | Elect Steven Phan Swee Kim as Director | Management | For | For |
| 7 | Elect Chia Tai Tee as Director | Management | For | For |
| 8 | Elect Ong Chong Tee as Director | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 10 | Approve Issuance of Shares Pursuant to the UOB Scrip Dividend Scheme | Management | For | For |
| 11 | Authorize Share Repurchase Program | Management | For | For |
| VENTURE CORPORATION LIMITED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: V03
SECURITY ID: Y9361F111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Han Thong Kwang as Director | Management | For | For |
| 4 | Approve Directors' Fees | Management | For | For |
| 5 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 7 | Approve Grant of Options and/or Share Awards and Issuance of Shares Pursuant to the Venture Corporation Executives' Share Option Scheme 2015 and Venture Corporation Restricted Share Plan 2021 | Management | For | For |
| 8 | Authorize Share Repurchase Program | Management | For | For |
| VINCI SA
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: DG
SECURITY ID: F5879X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 4 per Share | Management | For | For |
| 4 | Reelect Caroline Gregoire Sainte Marie as Director | Management | For | For |
| 5 | Elect Carlos Aguilar as Director | Management | For | For |
| 6 | Elect Annette Messemer as Director | Management | For | For |
| 7 | Elect Dominique Muller as Representative of Employee Shareholders to the Board | Management | For | For |
| 8 | Elect Agnes Daney de Marcillac as Representative of Employee Shareholders to the Board | Management | For | Against |
| 9 | Elect Ronald Kouwenhoven as Representative of Employee Shareholders to the Board | Management | For | Against |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Xavier Huillard, Chairman and CEO | Management | For | For |
| 13 | Approve Compensation Report | Management | For | For |
| 14 | Approve Compensation of Xavier Huillard, Chairman and CEO | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Capitalization of Reserves for Bonus Issue or Increase in Par Value | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 300 Million | Management | For | For |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 150 Million | Management | For | For |
| 19 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 150 Million | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 17-19 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 24 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Employees With Performance Conditions Attached | Management | For | For |
| 25 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| VOLVO AB
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: VOLV.B
SECURITY ID: 928856301
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | None | None |
| 4 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 7 | Receive President's Report | Management | None | None |
| 8 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 9 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 10 | Approve Allocation of Income and Dividends of SEK 7.00 Per Share and an Extra Dividend of SEK 7.00 Per Share | Management | For | Did Not Vote |
| 11.1 | Approve Discharge of Matti Alahuhta | Management | For | Did Not Vote |
| 11.2 | Approve Discharge of Jan Carlson | Management | For | Did Not Vote |
| 11.3 | Approve Discharge of Eckhard Cordes | Management | For | Did Not Vote |
| 11.4 | Approve Discharge of Eric Elzvik | Management | For | Did Not Vote |
| 11.5 | Approve Discharge of Martha Finn Brooks | Management | For | Did Not Vote |
| 11.6 | Approve Discharge of Kurt Jofs | Management | For | Did Not Vote |
| 11.7 | Approve Discharge of Martin Lundstedt (Board Member) | Management | For | Did Not Vote |
| 11.8 | Approve Discharge of Kathryn V. Marinello | Management | For | Did Not Vote |
| 11.9 | Approve Discharge of Martina Merz | Management | For | Did Not Vote |
| 11.10 | Approve Discharge of Hanne de Mora | Management | For | Did Not Vote |
| 11.11 | Approve Discharge of Helena Stjernholm | Management | For | Did Not Vote |
| 11.12 | Approve Discharge of Carl-Henric Svanberg | Management | For | Did Not Vote |
| 11.13 | Approve Discharge of Lars Ask (Employee Representative) | Management | For | Did Not Vote |
| 11.14 | Approve Discharge of Mats Henning (Employee Representative) | Management | For | Did Not Vote |
| 11.15 | Approve Discharge of Mikael Sallstrom (Employee Representative) | Management | For | Did Not Vote |
| 11.16 | Approve Discharge of Camilla Johansson (Deputy Employee Representative) | Management | For | Did Not Vote |
| 11.17 | Approve Discharge of Mari Larsson (Deputy Employee Representative) | Management | For | Did Not Vote |
| 11.18 | Approve Discharge of Martin Lundstedt (as CEO) | Management | For | Did Not Vote |
| 12.1 | Determine Number of Members (11) of Board | Management | For | Did Not Vote |
| 12.2 | Determine Number Deputy Members (0) of Board | Management | For | Did Not Vote |
| 13 | Approve Remuneration of Directors in the Amount of SEK 3.9 Million for Chairman and SEK 1.18 Million for Other Directors except CEO; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 14.1 | Reelect Matti Alahuhta as Director | Management | For | Did Not Vote |
| 14.2 | Elect Bo Annvik as New Director | Management | For | Did Not Vote |
| 14.3 | Reelect Jan Carlson as Director | Management | For | Did Not Vote |
| 14.4 | Reelect Eric Elzvik as Director | Management | For | Did Not Vote |
| 14.5 | Reelect Martha Finn Brooks as Director | Management | For | Did Not Vote |
| 14.6 | Reelect Kurt Jofs as Director | Management | For | Did Not Vote |
| 14.7 | Reelect Martin Lundstedt as Director | Management | For | Did Not Vote |
| 14.8 | Reelect Kathryn V. Marinello as Director | Management | For | Did Not Vote |
| 14.9 | Reelect Martina Merz as Director | Management | For | Did Not Vote |
| 14.10 | Reelect Helena Stjernholm as Director | Management | For | Did Not Vote |
| 14.11 | Reelect Carl-Henric Svanberg as Director | Management | For | Did Not Vote |
| 15 | Reelect Carl-Henric Svanberg as Board Chair | Management | For | Did Not Vote |
| 16 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 17 | Ratify Deloitte AB as Auditors | Management | For | Did Not Vote |
| 18.1 | Elect Par Boman to Serve on Nominating Committee | Management | For | Did Not Vote |
| 18.2 | Elect Anders Oscarsson to Serve on Nominating Committee | Management | For | Did Not Vote |
| 18.3 | Elect Magnus Billing to Serve on Nominating Committee | Management | For | Did Not Vote |
| 18.4 | Elect Anders Algotsson to Serve on Nominating Committee | Management | For | Did Not Vote |
| 18.5 | Elect Chairman of the Board to Serve on Nomination Committee | Management | For | Did Not Vote |
| 19 | Approve Remuneration Report | Management | For | Did Not Vote |
| 20.1 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 20.2 | Approve Long-Term Performance Based Incentive Program | Management | For | Did Not Vote |
| VONOVIA SE
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VNA
SECURITY ID: D9581T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.85 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for Fiscal Year 2023 and for the First Quarter of Fiscal Year 2024 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Decrease in Size of Supervisory Board to Ten Members | Management | For | For |
| 8 | Amend Articles Re: Supervisory Board Term of Office | Management | For | For |
| 9.1 | Elect Clara-Christina Streit to the Supervisory Board | Management | For | For |
| 9.2 | Elect Vitus Eckert to the Supervisory Board | Management | For | For |
| 9.3 | Elect Florian Funck to the Supervisory Board | Management | For | For |
| 9.4 | Elect Ariane Reinhart to the Supervisory Board | Management | For | For |
| 9.5 | Elect Daniela Markotten to the Supervisory Board | Management | For | For |
| 9.6 | Elect Ute Geipel-Faber to the Supervisory Board | Management | For | For |
| 9.7 | Elect Hildegard Mueller to the Supervisory Board | Management | For | For |
| 9.8 | Elect Christian Ulbrich to the Supervisory Board | Management | For | Against |
| 10 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 11 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| WESFARMERS LIMITED
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: WES
SECURITY ID: Q95870103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Jennifer Anne Westacott as Director | Management | For | For |
| 2b | Elect Michael (Mike) Roche as Director | Management | For | For |
| 2c | Elect Sharon Lee Warburton as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of KEEPP Deferred Shares and KEEPP Performance Shares to Robert Scott | Management | For | For |
| WESTPAC BANKING CORP.
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: WBC
SECURITY ID: Q97417101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 1b | Approve Climate Risk Safeguarding | Shareholder | Against | Against |
| 3 | Elect Peter Nash as Director | Management | For | For |
| 4 | Approve Grant of Performance Share Rights to Peter King | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Approve the Conditional Spill Resolution | Management | Against | Against |
| WOOLWORTHS GROUP LIMITED
MEETING DATE: OCT 26, 2022 |
||||
|
TICKER: WOW
SECURITY ID: Q98418108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Jennifer Carr-Smith as Director | Management | For | For |
| 2b | Elect Holly Kramer as Director | Management | For | For |
| 2c | Elect Kathee Tesija as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of Performance Share Rights to Brad Banducci | Management | For | For |
| YARA INTERNATIONAL ASA
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: YAR
SECURITY ID: R9900C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 2 | Elect Chairman of Meeting; Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 3.1 | Approve Spin-Off Agreement | Management | For | Did Not Vote |
| 3.2 | Approve Merger Agreement with Yara Clean Ammonia NewCo AS and Yara Clean Ammonia Holding AS | Management | For | Did Not Vote |
| YARA INTERNATIONAL ASA
MEETING DATE: DEC 06, 2022 |
||||
|
TICKER: YAR
SECURITY ID: R9900C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 2 | Elect Ketil E. Boe as Chairman of Meeting; Designate Lars Mattis H. Hanssen as Inspector of Minutes of Meeting | Management | For | Did Not Vote |
| 3 | Approve Additional Dividends of NOK 10.00 Per Share | Management | For | Did Not Vote |
VOTE SUMMARY REPORT
FIDELITY INTERNATIONAL MULTIFACTOR ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| AKER BP ASA
MEETING DATE: AUG 26, 2022 |
||||
|
TICKER: AKRBP
SECURITY ID: R0139K100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting; Registration of Attending Shareholders and Proxies | Management | None | None |
| 2 | Elect Chairman of Meeting; Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 3 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 4 | Approve Merger Agreement with ABP Energy Holding BV | Management | For | Did Not Vote |
| 5 | Reelect Oskar Stoknes (Chair), Donna Riley and Ingebret Hisdal as Members of Nominating Committee for a Term of Two Years | Management | For | Did Not Vote |
| ALLIANZ SE
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ALV
SECURITY ID: D03080112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 11.40 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Oliver Baete for Fiscal Year 2022 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Sergio Balbinot for Fiscal Year 2022 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Sirma Boshnakova for Fiscal Year 2022 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Barbara Karuth-Zelle for Fiscal Year 2022 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Klaus-Peter Roehler for Fiscal Year 2022 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Ivan de la Sota for Fiscal Year 2022 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Giulio Terzariol for Fiscal Year 2022 | Management | For | For |
| 3.8 | Approve Discharge of Management Board Member Guenther Thallinger for Fiscal Year 2022 | Management | For | For |
| 3.9 | Approve Discharge of Management Board Member Christopher Townsend for Fiscal Year 2022 | Management | For | For |
| 3.10 | Approve Discharge of Management Board Member Renate Wagner for Fiscal Year 2022 | Management | For | For |
| 3.11 | Approve Discharge of Management Board Member Andreas Wimmer for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Gabriele Burkhardt-Berg for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Herbert Hainer for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Sophie Boissard for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Christine Bosse for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Rashmy Chatterjee for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Friedrich Eichiner for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Jean-Claude Le Goaer for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Martina Grundler for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Godfrey Hayward for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Frank Kirsch for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Juergen Lawrenz for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Primiano Di Paolo for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Jim Hagemann Snabe for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Remuneration of Supervisory Board | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10 | Amend Article Re: Location of Annual Meeting | Management | For | For |
| ANGLO AMERICAN PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: AAL
SECURITY ID: GB00B1XZS820
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Magali Anderson as Director | Management | For | For |
| 4 | Re-elect Stuart Chambers as Director | Management | For | For |
| 5 | Re-elect Duncan Wanblad as Director | Management | For | For |
| 6 | Re-elect Stephen Pearce as Director | Management | For | For |
| 7 | Re-elect Ian Ashby as Director | Management | For | For |
| 8 | Re-elect Marcelo Bastos as Director | Management | For | For |
| 9 | Re-elect Hilary Maxson as Director | Management | For | For |
| 10 | Re-elect Hixonia Nyasulu as Director | Management | For | For |
| 11 | Re-elect Nonkululeko Nyembezi as Director | Management | For | For |
| 12 | Re-elect Ian Tyler as Director | Management | For | For |
| 13 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 14 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve Remuneration Policy | Management | For | For |
| 16 | Approve Remuneration Report | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ANTOFAGASTA PLC
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ANTO
SECURITY ID: GB0000456144
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Re-elect Jean-Paul Luksic as Director | Management | For | For |
| 6 | Re-elect Tony Jensen as Director | Management | For | For |
| 7 | Re-elect Ramon Jara as Director | Management | For | For |
| 8 | Re-elect Juan Claro as Director | Management | For | For |
| 9 | Re-elect Andronico Luksic as Director | Management | For | For |
| 10 | Re-elect Vivianne Blanlot as Director | Management | For | For |
| 11 | Re-elect Jorge Bande as Director | Management | For | For |
| 12 | Re-elect Francisca Castro as Director | Management | For | For |
| 13 | Re-elect Michael Anglin as Director | Management | For | For |
| 14 | Re-elect Eugenia Parot as Director | Management | For | For |
| 15 | Elect Director in Accordance to Company's Article of Association after 23 March 2023 | Management | For | For |
| 16 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ARCELORMITTAL SA
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: MT
SECURITY ID: L0302D210
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| I | Approve Consolidated Financial Statements | Management | For | For |
| II | Approve Financial Statements | Management | For | For |
| III | Approve Dividends | Management | For | For |
| IV | Approve Allocation of Income | Management | For | For |
| V | Approve Remuneration Report | Management | For | For |
| VI | Approve Remuneration of the Directors, Lead Independent Directors, Members and Chairs of the Audit and Risk Committee, Members and Chairs of the Other Committee, Members and Chairs of the Special Committee and Chief Executive Officer | Management | For | For |
| VII | Approve Discharge of Directors | Management | For | For |
| VIII | Reelect Lakshmi Niwas Mittal as Director | Management | For | Against |
| IX | Reelect Aditya Mittal as Director | Management | For | For |
| X | Reelect Etienne Schneider as Director | Management | For | For |
| XI | Reelect Michel Wurth as Director | Management | For | For |
| XII | Reelect Patrica Barbizet as Director | Management | For | For |
| XIII | Approve Share Repurchase | Management | For | For |
| XIV | Appoint Ernst & Young as Auditor | Management | For | For |
| XV | Approve Grants of Share-Based Incentives and Performance Unit Plan 2023-2033 for the Executive Chairman and the Chief Executive Officer | Management | For | For |
| ARCELORMITTAL SA
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: MT
SECURITY ID: L0302D210
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| I | Approve Reduction in Share Capital through Cancellation of Shares and Amend Articles 5.1 and 5.2 of the Articles of Association | Management | For | For |
| ASML HOLDING NV
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ASML
SECURITY ID: N07059202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8 | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| ASSICURAZIONI GENERALI SPA
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: G
SECURITY ID: T05040109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1b | Approve Allocation of Income | Management | For | For |
| 2a | Elect Stefano Marsaglia as Director | Management | For | For |
| 3a.1 | Slate Submitted by VM 2006 Srl | Shareholder | None | Against |
| 3a.2 | Slate Submitted by Institutional Investors (Assogestioni) | Shareholder | None | For |
| 3b | Approve Internal Auditors' Remuneration | Management | For | For |
| 4a | Approve Remuneration Policy | Management | For | For |
| 4b | Approve Second Section of the Remuneration Report | Management | For | For |
| 5a | Approve Long Term Incentive Plan 2023-2025 | Management | For | For |
| 5b | Authorize Share Repurchase Program and Reissuance of Repurchased Shares to Service Group Long Term Incentive Plan | Management | For | For |
| 6a | Approve Share Plan for Generali Group Employees | Management | For | For |
| 6b | Authorize Share Repurchase Program and Reissuance of Repurchased Shares to Service Share Plan for Generali Group Employees | Management | For | For |
| 7 | Adjust Remuneration of External Auditors | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| ASTELLAS PHARMA, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: 4503
SECURITY ID: J03393105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yasukawa, Kenji | Management | For | For |
| 1.2 | Elect Director Okamura, Naoki | Management | For | For |
| 1.3 | Elect Director Sugita, Katsuyoshi | Management | For | For |
| 1.4 | Elect Director Tanaka, Takashi | Management | For | For |
| 1.5 | Elect Director Sakurai, Eriko | Management | For | For |
| 1.6 | Elect Director Miyazaki, Masahiro | Management | For | For |
| 1.7 | Elect Director Ono, Yoichi | Management | For | For |
| 2 | Elect Director and Audit Committee Member Akiyama, Rie | Management | For | For |
| ASTRAZENECA PLC
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AZN
SECURITY ID: GB0009895292
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividends | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5a | Re-elect Michel Demare as Director | Management | For | For |
| 5b | Re-elect Pascal Soriot as Director | Management | For | For |
| 5c | Re-elect Aradhana Sarin as Director | Management | For | For |
| 5d | Re-elect Philip Broadley as Director | Management | For | For |
| 5e | Re-elect Euan Ashley as Director | Management | For | For |
| 5f | Re-elect Deborah DiSanzo as Director | Management | For | For |
| 5g | Re-elect Diana Layfield as Director | Management | For | For |
| 5h | Re-elect Sheri McCoy as Director | Management | For | For |
| 5i | Re-elect Tony Mok as Director | Management | For | For |
| 5j | Re-elect Nazneen Rahman as Director | Management | For | For |
| 5k | Re-elect Andreas Rummelt as Director | Management | For | For |
| 5l | Re-elect Marcus Wallenberg as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 13 | Adopt New Articles of Association | Management | For | For |
| ASX LIMITED
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: ASX
SECURITY ID: Q0604U105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 3a | Elect Melinda Conrad as Director | Management | For | For |
| 3b | Elect Peter Nash as Director | Management | For | For |
| 3c | Elect David Curran as Director | Management | For | For |
| 3d | Elect Heather Smith as Director | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Approve Grant of Performance Rights to Helen Lofthouse | Management | For | For |
| 6 | Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors | Management | None | For |
| ATLAS COPCO AB
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: ATCO.A
SECURITY ID: W1R924252
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Opening of Meeting; Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 3 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Receive CEO's Report | Management | None | None |
| 8.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8.b1 | Approve Discharge of Staffan Bohman | Management | For | Did Not Vote |
| 8.b2 | Approve Discharge of Johan Forssell | Management | For | Did Not Vote |
| 8.b3 | Approve Discharge of Helene Mellquist | Management | For | Did Not Vote |
| 8.b4 | Approve Discharge of Anna Ohlsson-Leijon | Management | For | Did Not Vote |
| 8.b5 | Approve Discharge of Mats Rahmstrom | Management | For | Did Not Vote |
| 8.b6 | Approve Discharge of Gordon Riske | Management | For | Did Not Vote |
| 8.b7 | Approve Discharge of Hans Straberg | Management | For | Did Not Vote |
| 8.b8 | Approve Discharge of Peter Wallenberg Jr | Management | For | Did Not Vote |
| 8.b9 | Approve Discharge of Mikael Bergstedt | Management | For | Did Not Vote |
| 8.b10 | Approve Discharge of Benny Larsson | Management | For | Did Not Vote |
| 8.b11 | Approve Discharge of CEO Mats Rahmstrom | Management | For | Did Not Vote |
| 8.c | Approve Allocation of Income and Dividends of SEK 2.30 Per Share | Management | For | Did Not Vote |
| 8.d | Approve Record Date for Dividend Payment | Management | For | Did Not Vote |
| 9.a | Determine Number of Members (8) and Deputy Members of Board (0) | Management | For | Did Not Vote |
| 9.b | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 10.a1 | Reelect Johan Forssell as Director | Management | For | Did Not Vote |
| 10.a2 | Reelect Helene Mellquist as Director | Management | For | Did Not Vote |
| 10.a3 | Reelect Anna Ohlsson-Leijon as Director | Management | For | Did Not Vote |
| 10.a4 | Reelect Mats Rahmstrom as Director | Management | For | Did Not Vote |
| 10.a5 | Reelect Gordon Riske as Director | Management | For | Did Not Vote |
| 10.a6 | Reelect Hans Straberg as Director | Management | For | Did Not Vote |
| 10.a7 | Reelect Peter Wallenberg Jr as Director | Management | For | Did Not Vote |
| 10.b | Elect Jumana Al-Sibai as New Director | Management | For | Did Not Vote |
| 10.c | Reelect Hans Straberg as Board Chair | Management | For | Did Not Vote |
| 10.d | Ratify Ernst & Young as Auditors | Management | For | Did Not Vote |
| 11.a | Approve Remuneration of Directors in the Amount of SEK 3.2 Million to Chair and SEK 1 Million to Other Directors; Approve Remuneration for Committee Work; Approve Delivering Part of Remuneration in form of Synthetic Shares | Management | For | Did Not Vote |
| 11.b | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 12.a | Approve Remuneration Report | Management | For | Did Not Vote |
| 12.b | Approve Stock Option Plan 2023 for Key Employees | Management | For | Did Not Vote |
| 13.a | Acquire Class A Shares Related to Personnel Option Plan for 2022 and 2023 | Management | For | Did Not Vote |
| 13.b | Acquire Class A Shares Related to Remuneration of Directors in the Form of Synthetic Shares | Management | For | Did Not Vote |
| 13.c | Transfer Class A Shares Related to Personnel Option Plan for 2023 | Management | For | Did Not Vote |
| 13.d | Sell Class A Shares to Cover Costs Related to Synthetic Shares to the Board | Management | For | Did Not Vote |
| 13.e | Sell Class A to Cover Costs in Relation to the Personnel Option Plans for 2017, 2018, 2019 and 2020 | Management | For | Did Not Vote |
| 14 | Amend Articles Re: Attendance at General Meeting | Management | For | Did Not Vote |
| 15 | Close Meeting | Management | None | None |
| AUTO TRADER GROUP PLC
MEETING DATE: SEP 15, 2022 |
||||
|
TICKER: AUTO
SECURITY ID: G06708104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Ed Williams as Director | Management | For | For |
| 5 | Re-elect Nathan Coe as Director | Management | For | For |
| 6 | Re-elect David Keens as Director | Management | For | For |
| 7 | Re-elect Jill Easterbrook as Director | Management | For | For |
| 8 | Re-elect Jeni Mundy as Director | Management | For | For |
| 9 | Re-elect Catherine Faiers as Director | Management | For | For |
| 10 | Re-elect Jamie Warner as Director | Management | For | For |
| 11 | Re-elect Sigga Sigurdardottir as Director | Management | For | For |
| 12 | Elect Jasvinder Gakhal as Director | Management | For | For |
| 13 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 14 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| B&M EUROPEAN VALUE RETAIL SA
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: BME
SECURITY ID: L1175H106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Board Reports on the Consolidated and Unconsolidated Annual Accounts and Financial Statements | Management | For | For |
| 2 | Receive Consolidated and Unconsolidated Annual Accounts and Financial Statements, and Auditors' Reports Thereon | Management | For | For |
| 3 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Unconsolidated Annual Accounts and Financial Statements | Management | For | For |
| 5 | Approve Allocation of Income | Management | For | For |
| 6 | Approve Dividends | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Approve Discharge of Directors | Management | For | For |
| 9 | Re-elect Peter Bamford as Director | Management | For | For |
| 10 | Re-elect Simon Arora as Director | Management | For | For |
| 11 | Re-elect Alejandro Russo as Director | Management | For | For |
| 12 | Re-elect Ron McMillan as Director | Management | For | For |
| 13 | Re-elect Tiffany Hall as Director | Management | For | For |
| 14 | Re-elect Carolyn Bradley as Director | Management | For | For |
| 15 | Elect Paula MacKenzie as Director | Management | For | For |
| 16 | Approve Discharge of Auditors | Management | For | For |
| 17 | Reappoint KPMG Luxembourg as Auditors | Management | For | For |
| 18 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| BAE SYSTEMS PLC
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BA
SECURITY ID: GB0002634946
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Re-elect Nicholas Anderson as Director | Management | For | For |
| 6 | Re-elect Thomas Arseneault as Director | Management | For | For |
| 7 | Re-elect Crystal Ashby as Director | Management | For | For |
| 8 | Re-elect Dame Elizabeth Corley as Director | Management | For | For |
| 9 | Re-elect Bradley Greve as Director | Management | For | For |
| 10 | Re-elect Jane Griffiths as Director | Management | For | For |
| 11 | Re-elect Christopher Grigg as Director | Management | For | For |
| 12 | Re-elect Ewan Kirk as Director | Management | For | For |
| 13 | Re-elect Stephen Pearce as Director | Management | For | For |
| 14 | Re-elect Nicole Piasecki as Director | Management | For | For |
| 15 | Re-elect Charles Woodburn as Director | Management | For | For |
| 16 | Elect Cressida Hogg as Director | Management | For | For |
| 17 | Elect Lord Sedwill as Director | Management | For | For |
| 18 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 19 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 20 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 21 | Approve Long-Term Incentive Plan | Management | For | For |
| 22 | Authorise Issue of Equity | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BALOISE HOLDING AG
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: BALN
SECURITY ID: H04530202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 1.2 | Approve Remuneration Report (Non-Binding) | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of CHF 7.40 per Share | Management | For | Did Not Vote |
| 4.1 | Change Company Name to Baloise Holding AG | Management | For | Did Not Vote |
| 4.2 | Approve Creation of Capital Band within the Upper Limit of CHF 5 Million and the Lower Limit of CHF 4.1 Million with or without Exclusion of Preemptive Rights | Management | For | Did Not Vote |
| 4.3 | Amend Articles of Association (Incl. Approval of Hybrid Shareholder Meetings) | Management | For | Did Not Vote |
| 4.4 | Amend Articles Re: Board Meetings and Resolutions; Electronic Communication | Management | For | Did Not Vote |
| 4.5 | Amend Articles Re: Compensation of Board and Senior Management | Management | For | Did Not Vote |
| 5.1.a | Reelect Thomas von Planta as Director and Board Chair | Management | For | Did Not Vote |
| 5.1.b | Reelect Christoph Maeder as Director | Management | For | Did Not Vote |
| 5.1.c | Reelect Maya Bundt as Director | Management | For | Did Not Vote |
| 5.1.d | Reelect Claudia Dill as Director | Management | For | Did Not Vote |
| 5.1.e | Reelect Christoph Gloor as Director | Management | For | Did Not Vote |
| 5.1.f | Reelect Hugo Lasat as Director | Management | For | Did Not Vote |
| 5.1.g | Reelect Karin Diedenhofen as Director | Management | For | Did Not Vote |
| 5.1.h | Reelect Markus Neuhaus as Director | Management | For | Did Not Vote |
| 5.1.i | Reelect Hans-Joerg Schmidt-Trenz as Director | Management | For | Did Not Vote |
| 5.1.j | Reelect Marie-Noealle Venturi-Zen-Ruffinen as Director | Management | For | Did Not Vote |
| 5.2.1 | Reappoint Christoph Gloor as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.2.2 | Reappoint Karin Diedenhofen as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.2.3 | Reappoint Christoph Maeder as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.2.4 | Reappoint Hans-Joerg Schmidt-Trenz as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.3 | Designate Christophe Sarasin as Independent Proxy | Management | For | Did Not Vote |
| 5.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 6.1 | Approve Remuneration of Directors in the Amount of CHF 3.6 Million | Management | For | Did Not Vote |
| 6.2.1 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 4.4 Million | Management | For | Did Not Vote |
| 6.2.2 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 5 Million | Management | For | Did Not Vote |
| 7.1 | Additional Voting Instructions - Shareholder Proposals (Voting) | Management | None | Did Not Vote |
| 7.2 | Additional Voting Instructions - Board of Directors Proposals (Voting) | Management | For | Did Not Vote |
| BANCO DE SABADELL SA
MEETING DATE: MAR 22, 2023 |
||||
|
TICKER: SAB
SECURITY ID: E15819191
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements and Discharge of Board | Management | For | For |
| 2 | Approve Non-Financial Information Statement | Management | For | For |
| 3 | Approve Allocation of Income and Dividends | Management | For | For |
| 4 | Approve Reduction in Share Capital via Amortization of Treasury Shares | Management | For | For |
| 5.1 | Reelect Jose Oliu Creus as Director | Management | For | For |
| 5.2 | Reelect Aurora Cata Sala as Director | Management | For | For |
| 5.3 | Reelect Maria Jose Garcia Beato as Director | Management | For | For |
| 5.4 | Reelect David Vegara Figueras as Director | Management | For | For |
| 5.5 | Ratify Appointment of and Elect Laura Gonzalez Molero as Director | Management | For | For |
| 5.6 | Elect Pedro Vinolas Serra as Director | Management | For | For |
| 6 | Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent | Management | For | For |
| 7 | Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities up to EUR 2 Billion with Exclusion of Preemptive Rights up to 10 Percent of Capital | Management | For | For |
| 8 | Authorize Share Repurchase and Capital Reduction via Amortization of Repurchased Shares | Management | For | For |
| 9 | Fix Maximum Variable Compensation Ratio of Designated Group Members | Management | For | For |
| 10 | Approve Remuneration Policy | Management | For | For |
| 11 | Renew Appointment of KPMG Auditores as Auditor | Management | For | For |
| 12 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 13 | Advisory Vote on Remuneration Report | Management | For | For |
| BANDAI NAMCO HOLDINGS, INC.
MEETING DATE: JUN 19, 2023 |
||||
|
TICKER: 7832
SECURITY ID: Y0606D102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 179 | Management | For | For |
| 2.1 | Elect Director Kawaguchi, Masaru | Management | For | For |
| 2.2 | Elect Director Asako, Yuji | Management | For | For |
| 2.3 | Elect Director Momoi, Nobuhiko | Management | For | For |
| 2.4 | Elect Director Udagawa, Nao | Management | For | For |
| 2.5 | Elect Director Takenaka, Kazuhiro | Management | For | For |
| 2.6 | Elect Director Asanuma, Makoto | Management | For | For |
| 2.7 | Elect Director Kawasaki, Hiroshi | Management | For | For |
| 2.8 | Elect Director Otsu, Shuji | Management | For | For |
| 2.9 | Elect Director Kawana, Koichi | Management | For | For |
| 2.10 | Elect Director Shimada, Toshio | Management | For | For |
| BANK HAPOALIM BM
MEETING DATE: AUG 11, 2022 |
||||
|
TICKER: POLI
SECURITY ID: M1586M115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Discuss Financial Statements and the Report of the Board | Management | None | None |
| 2 | Reappoint Somekh Chaikin (KPMG) and Ziv Haft (BDO) as Joint Auditors | Management | For | For |
| 3 | Approve Updated Employment Terms of Ruben Krupik, Chairman, and Amend Compensation Policy accordingly | Management | For | For |
| 4 | Reelect David Avner as External Director | Management | For | For |
| 5 | Elect Anat Peled as External Director | Management | For | Abstain |
| 6 | Reelect Noam Hanegbi as External Director | Management | For | For |
| 7 | Elect Ron Shamir as External Director | Management | For | Abstain |
| 8 | Elect Odelia Levanon as Director | Management | For | For |
| 9 | Reelect David Zvilichovsky as Director | Management | For | For |
| 10 | Elect Ronen Lago as Director | Management | For | Abstain |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B3 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Management | None | For |
| BANK LEUMI LE-ISRAEL LTD.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: LUMI
SECURITY ID: M16043107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Discuss Financial Statements and the Report of the Board | Management | None | None |
| 2 | Reappoint Somekh Chaikin (KPMG) and Brightman Almagor Zohar and Co. (Deloitte) as Joint Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Elect Dan Laluz as External Director | Management | For | Abstain |
| 4 | Elect Zvi Nagan as External Director | Management | For | For |
| 5 | Elect Esther Eldan as Director | Management | For | For |
| 6 | Elect Esther Dominisini as Director | Management | For | For |
| 7 | Elect Irit Shlomi as Director | Management | For | Against |
| 8 | Amend Bank Articles | Management | For | For |
| 9 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Management | For | For |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B3 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Management | None | For |
| BANK OF MONTREAL
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: BMO
SECURITY ID: 063671101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janice M. Babiak | Management | For | For |
| 1.2 | Elect Director Sophie Brochu | Management | For | For |
| 1.3 | Elect Director Craig W. Broderick | Management | For | For |
| 1.4 | Elect Director George A. Cope | Management | For | For |
| 1.5 | Elect Director Stephen Dent | Management | For | For |
| 1.6 | Elect Director Christine A. Edwards | Management | For | For |
| 1.7 | Elect Director Martin S. Eichenbaum | Management | For | For |
| 1.8 | Elect Director David E. Harquail | Management | For | For |
| 1.9 | Elect Director Linda S. Huber | Management | For | For |
| 1.10 | Elect Director Eric R. La Fleche | Management | For | For |
| 1.11 | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1.12 | Elect Director Madhu Ranganathan | Management | For | For |
| 1.13 | Elect Director Darryl White | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| A | SP 1: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| B | SP 2: Continue to Invest in and Finance the Canadian Oil and Gas Sector | Shareholder | Against | Against |
| C | SP 3: Publish a Third-Party Racial Equity Audit | Shareholder | Against | Against |
| BARCLAYS PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BARC
SECURITY ID: GB0031348658
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Elect Marc Moses as Director | Management | For | For |
| 5 | Re-elect Robert Berry as Director | Management | For | For |
| 6 | Re-elect Tim Breedon as Director | Management | For | For |
| 7 | Re-elect Anna Cross as Director | Management | For | For |
| 8 | Re-elect Mohamed A. El-Erian as Director | Management | For | For |
| 9 | Re-elect Dawn Fitzpatrick as Director | Management | For | For |
| 10 | Re-elect Mary Francis as Director | Management | For | For |
| 11 | Re-elect Crawford Gillies as Director | Management | For | For |
| 12 | Re-elect Brian Gilvary as Director | Management | For | For |
| 13 | Re-elect Nigel Higgins as Director | Management | For | For |
| 14 | Re-elect Diane Schueneman as Director | Management | For | For |
| 15 | Re-elect Coimbatore Venkatakrishnan as Director | Management | For | For |
| 16 | Re-elect Julia Wilson as Director | Management | For | For |
| 17 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 18 | Authorise the Board Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Issue of Equity in Relation to the Issuance of Contingent Equity Conversion Notes | Management | For | For |
| 24 | Authorise Issue of Equity without Pre-emptive Rights in Relation to the Issuance of Contingent Equity Conversion Notes | Management | For | For |
| 25 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 26 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BEAZLEY PLC
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BEZ
SECURITY ID: GB00BYQ0JC66
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Approve Interim Dividends | Management | For | For |
| 5 | Re-elect Rajesh Agrawal as Director | Management | For | For |
| 6 | Re-elect Adrian Cox as Director | Management | For | For |
| 7 | Re-elect Pierre-Olivier Desaulle as Director | Management | For | For |
| 8 | Re-elect Nicola Hodson as Director | Management | For | For |
| 9 | Re-elect Sally Lake as Director | Management | For | For |
| 10 | Re-elect Christine LaSala as Director | Management | For | For |
| 11 | Re-elect John Reizenstein as Director | Management | For | For |
| 12 | Re-elect Robert Stuchbery as Director | Management | For | For |
| 13 | Elect Clive Bannister as Director | Management | For | For |
| 14 | Elect Fiona Muldoon as Director | Management | For | For |
| 15 | Elect Cecilia Reyes Leuzinger as Director | Management | For | For |
| 16 | Reappoint EY as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Approve UK Share Incentive Plan | Management | For | For |
| 19 | Approve International Share Incentive Plan | Management | For | For |
| 20 | Amend Long Term Incentive Plan | Management | For | For |
| 21 | Authorise Issue of Equity | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BEIERSDORF AG
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: BEI
SECURITY ID: D08792109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.70 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | Against |
| 7.1 | Elect Uta Kemmerich-Keil to the Supervisory Board | Management | For | For |
| 7.2 | Elect Beatrice Dreyfus as Alternate Supervisory Board Member | Management | For | For |
| 8.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| BHP GROUP LIMITED
MEETING DATE: NOV 10, 2022 |
||||
|
TICKER: BHP
SECURITY ID: Q1498M100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Elect Michelle Hinchliffe as Director | Management | For | For |
| 3 | Elect Catherine Tanna as Director | Management | For | For |
| 4 | Elect Terry Bowen as Director | Management | For | For |
| 5 | Elect Xiaoqun Clever as Director | Management | For | For |
| 6 | Elect Ian Cockerill as Director | Management | For | For |
| 7 | Elect Gary Goldberg as Director | Management | For | For |
| 8 | Elect Ken MacKenzie as Director | Management | For | For |
| 9 | Elect Christine O'Reilly as Director | Management | For | For |
| 10 | Elect Dion Weisler as Director | Management | For | For |
| 11 | Approve Remuneration Report | Management | For | For |
| 12 | Approve Grant of Awards to Mike Henry | Management | For | For |
| 13 | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 14 | Approve Policy Advocacy | Shareholder | Against | Against |
| 15 | Approve Climate Accounting and Audit | Shareholder | Against | Against |
| BIOMERIEUX SA
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: BIM
SECURITY ID: F1149Y232
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Discharge of Directors | Management | For | Against |
| 4 | Approve Allocation of Income and Dividends of EUR 0.85 per Share | Management | For | For |
| 5 | Approve Transaction with Fondation Christophe et Rodolphe Merieux Re: Termination Agreement of Sponsorship Contract | Management | For | For |
| 6 | Approve Transaction with Institut Merieux Re: Acquisition of Specific Diagnostics | Management | For | For |
| 7 | Reelect Philippe Archinard as Director | Management | For | For |
| 8 | Renew Appointment of Grant Thornton as Auditor | Management | For | For |
| 9 | Approve Remuneration Policy of Corporate Officers | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman and CEO | Management | For | Against |
| 11 | Approve Remuneration Policy of Vice-CEO | Management | For | Against |
| 12 | Approve Remuneration Policy of Directors | Management | For | For |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 14 | Approve Compensation of Alexandre Merieux, Chairman and CEO | Management | For | For |
| 15 | Approve Compensation of Pierre Boulud, Vice-CEO | Management | For | Against |
| 16 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 17 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 4,210,280 | Management | For | Against |
| 19 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to 20 Percent of Issued Capital Per Year | Management | For | Against |
| 20 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 4,210,280 | Management | For | Against |
| 21 | Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights | Management | For | Against |
| 22 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 18-20 | Management | For | Against |
| 23 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | Against |
| 24 | Authorize Capitalization of Reserves of Up to EUR 4,210,280 for Bonus Issue or Increase in Par Value | Management | For | For |
| 25 | Authorize Issuance of Equity Upon Conversion of a Subsidiary's Equity-Linked Securities without Preemptive Rights for Up to EUR 4,210,280 | Management | For | Against |
| 26 | Authorize up to 10 Percent of Issued Capital for Use in Stock Option Plans | Management | For | Against |
| 27 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 28 | Eliminate Preemptive Rights Pursuant to Item 27 Above, in Favor of Employees | Management | For | For |
| 29 | Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 18-20, 22-25 and 27 at EUR 4,210,280 | Management | For | For |
| 30 | Ratify Abandonment of Change of Corporate Form to Societe Europeenne (SE) | Management | For | For |
| 31 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| BP PLC
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: BP
SECURITY ID: GB0007980591
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Re-elect Helge Lund as Director | Management | For | For |
| 5 | Re-elect Bernard Looney as Director | Management | For | For |
| 6 | Re-elect Murray Auchincloss as Director | Management | For | For |
| 7 | Re-elect Paula Reynolds as Director | Management | For | For |
| 8 | Re-elect Melody Meyer as Director | Management | For | For |
| 9 | Re-elect Tushar Morzaria as Director | Management | For | For |
| 10 | Re-elect Sir John Sawers as Director | Management | For | For |
| 11 | Re-elect Pamela Daley as Director | Management | For | For |
| 12 | Re-elect Karen Richardson as Director | Management | For | For |
| 13 | Re-elect Johannes Teyssen as Director | Management | For | For |
| 14 | Elect Amanda Blanc as Director | Management | For | For |
| 15 | Elect Satish Pai as Director | Management | For | For |
| 16 | Elect Hina Nagarajan as Director | Management | For | For |
| 17 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 18 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 25 | Approve Shareholder Resolution on Climate Change Targets | Shareholder | Against | Against |
| BRITISH AMERICAN TOBACCO PLC
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: BATS
SECURITY ID: GB0002875804
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 4 | Authorise Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Re-elect Luc Jobin as Director | Management | For | For |
| 6 | Re-elect Jack Bowles as Director | Management | For | For |
| 7 | Re-elect Tadeu Marroco as Director | Management | For | For |
| 8 | Re-elect Kandy Anand as Director | Management | For | For |
| 9 | Re-elect Sue Farr as Director | Management | For | For |
| 10 | Re-elect Karen Guerra as Director | Management | For | For |
| 11 | Re-elect Holly Keller Koeppel as Director | Management | For | For |
| 12 | Re-elect Dimitri Panayotopoulos as Director | Management | For | For |
| 13 | Re-elect Darrell Thomas as Director | Management | For | For |
| 14 | Elect Veronique Laury as Director | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| BUCHER INDUSTRIES AG
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: BUCN
SECURITY ID: H10914176
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of CHF 13 per Share | Management | For | Did Not Vote |
| 4.1.1 | Reelect Anita Hauser as Director | Management | For | Did Not Vote |
| 4.1.2 | Reelect Michael Hauser as Director | Management | For | Did Not Vote |
| 4.1.3 | Reelect Martin Hirzel as Director | Management | For | Did Not Vote |
| 4.1.4 | Reelect Philip Mosimann as Director and Board Chair | Management | For | Did Not Vote |
| 4.1.5 | Reelect Stefan Scheiber as Director | Management | For | Did Not Vote |
| 4.2 | Elect Urs Kaufmann as Director | Management | For | Did Not Vote |
| 4.3 | Reappoint Anita Hauser as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.4 | Appoint Urs Kaufmann as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.5 | Designate Keller KLG as Independent Proxy | Management | For | Did Not Vote |
| 4.6 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | Did Not Vote |
| 5.1 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 3.5 Million | Management | For | Did Not Vote |
| 5.2 | Approve Remuneration Report (Non-Binding) | Management | For | Did Not Vote |
| 5.3 | Approve Remuneration of Directors in the Amount of CHF 1.3 Million | Management | For | Did Not Vote |
| 5.4 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 4.8 Million | Management | For | Did Not Vote |
| 6.1 | Approve Cancellation of Conditional Capital Authorization | Management | For | Did Not Vote |
| 6.2 | Amend Articles of Association | Management | For | Did Not Vote |
| 6.3 | Amend Articles Re: Editorial Changes | Management | For | Did Not Vote |
| 6.4 | Amend Articles Re: Restriction on Share Transferability | Management | For | Did Not Vote |
| 6.5 | Approve Virtual-Only Shareholder Meetings | Management | For | Did Not Vote |
| 6.6 | Amend Articles Re: Additional Remuneration of Board and Senior Management | Management | For | Did Not Vote |
| 6.7 | Amend Articles Re: Board Meetings; Electronic Communication | Management | For | Did Not Vote |
| 7 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| BUREAU VERITAS SA
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: BVI
SECURITY ID: F96888114
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.77 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Ratify Appointment of Laurent Mignon as Director | Management | For | For |
| 6 | Reelect Frederic Sanchez as Director | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Aldo Cardoso, Chairman of the Board | Management | For | For |
| 9 | Approve Compensation of Didier Michaud-Daniel, CEO | Management | For | Against |
| 10 | Approve Remuneration Policy of Directors | Management | For | For |
| 11 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 12 | Approve Remuneration Policy of CEO from January 1, 2023 to June 22, 2023 | Management | For | For |
| 13 | Approve Remuneration Policy of CEO since June 22, 2023 | Management | For | Against |
| 14 | Approve Compensation of Didier Michaud-Daniel, CEO until June 22, 2023 | Management | For | For |
| 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 16 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 21.6 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 16.2 Million | Management | For | For |
| 18 | Authorize Capitalization of Reserves of Up to EUR 16.2 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 20 | Authorize Capital Increase of Up to EUR 5.4 Million for Future Exchange Offers | Management | For | For |
| 21 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 5.4 Million | Management | For | For |
| 22 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Qualified Investors, up to Aggregate Nominal Amount of EUR 5.4 Million | Management | For | For |
| 23 | Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights | Management | For | For |
| 24 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 17 and 21-23 | Management | For | For |
| 25 | Authorize up to 1.5 Percent of Issued Capital for Use in Stock Option Plans | Management | For | For |
| 26 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 27 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 28 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 29 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| CAIXABANK SA
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: CABK
SECURITY ID: E2427M123
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Non-Financial Information Statement | Management | For | For |
| 3 | Approve Discharge of Board | Management | For | For |
| 4 | Approve Allocation of Income and Dividends | Management | For | For |
| 5 | Renew Appointment of PricewaterhouseCoopers as Auditor | Management | For | For |
| 6.1 | Reelect Gonzalo Gortazar Rotaeche as Director | Management | For | For |
| 6.2 | Reelect Cristina Garmendia Mendizabal as Director | Management | For | For |
| 6.3 | Reelect Amparo Moraleda Martinez as Director | Management | For | For |
| 6.4 | Elect Peter Loscher as Director | Management | For | For |
| 7 | Amend Remuneration Policy | Management | For | For |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Approve 2023 Variable Remuneration Scheme | Management | For | For |
| 10 | Fix Maximum Variable Compensation Ratio | Management | For | For |
| 11 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 12 | Advisory Vote on Remuneration Report | Management | For | For |
| CANADIAN IMPERIAL BANK OF COMMERCE
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: CM
SECURITY ID: 136069101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ammar Aljoundi | Management | For | For |
| 1b | Elect Director Charles J. G. Brindamour | Management | For | For |
| 1c | Elect Director Nanci E. Caldwell | Management | For | For |
| 1d | Elect Director Michelle L. Collins | Management | For | For |
| 1e | Elect Director Luc Desjardins | Management | For | For |
| 1f | Elect Director Victor G. Dodig | Management | For | For |
| 1g | Elect Director Kevin J. Kelly | Management | For | For |
| 1h | Elect Director Christine E. Larsen | Management | For | For |
| 1i | Elect Director Mary Lou Maher | Management | For | For |
| 1j | Elect Director William F. Morneau | Management | For | For |
| 1k | Elect Director Katharine B. Stevenson | Management | For | For |
| 1l | Elect Director Martine Turcotte | Management | For | For |
| 1m | Elect Director Barry L. Zubrow | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Disclose the CEO Compensation to Median Worker Pay Ratio on an Annual Basis | Shareholder | Against | Against |
| 5 | SP 2: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| 6 | SP 3: Invest in and Finance the Canadian Oil and Gas Sector | Shareholder | Against | Against |
| CANADIAN NATIONAL RAILWAY COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CNR
SECURITY ID: 136375102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Shauneen Bruder | Management | For | For |
| 1B | Elect Director Jo-ann dePass Olsovsky | Management | For | For |
| 1C | Elect Director David Freeman | Management | For | For |
| 1D | Elect Director Denise Gray | Management | For | For |
| 1E | Elect Director Justin M. Howell | Management | For | For |
| 1F | Elect Director Susan C. Jones | Management | For | For |
| 1G | Elect Director Robert Knight | Management | For | For |
| 1H | Elect Director Michel Letellier | Management | For | For |
| 1I | Elect Director Margaret A. McKenzie | Management | For | For |
| 1J | Elect Director Al Monaco | Management | For | For |
| 1K | Elect Director Tracy Robinson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Management Advisory Vote on Climate Change | Management | For | For |
| CANADIAN NATURAL RESOURCES LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CNQ
SECURITY ID: 136385101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | Withhold |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| CANADIAN PACIFIC KANSAS CITY LIMITED
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CP
SECURITY ID: 13646K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 2 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 3 | Management Advisory Vote on Climate Change | Management | For | For |
| 4.1 | Elect Director John Baird | Management | For | For |
| 4.2 | Elect Director Isabelle Courville | Management | For | For |
| 4.3 | Elect Director Keith E. Creel | Management | For | For |
| 4.4 | Elect Director Gillian H. Denham | Management | For | For |
| 4.5 | Elect Director Antonio Garza | Management | For | For |
| 4.6 | Elect Director David Garza-Santos | Management | For | For |
| 4.7 | Elect Director Edward R. Hamberger | Management | For | For |
| 4.8 | Elect Director Janet H. Kennedy | Management | For | For |
| 4.9 | Elect Director Henry J. Maier | Management | For | For |
| 4.10 | Elect Director Matthew H. Paull | Management | For | For |
| 4.11 | Elect Director Jane L. Peverett | Management | For | For |
| 4.12 | Elect Director Andrea Robertson | Management | For | For |
| 4.13 | Elect Director Gordon T. Trafton | Management | For | For |
| CANON, INC.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 7751
SECURITY ID: J05124144
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 60 | Management | For | For |
| 2.1 | Elect Director Mitarai, Fujio | Management | For | Against |
| 2.2 | Elect Director Tanaka, Toshizo | Management | For | For |
| 2.3 | Elect Director Homma, Toshio | Management | For | For |
| 2.4 | Elect Director Saida, Kunitaro | Management | For | For |
| 2.5 | Elect Director Kawamura, Yusuke | Management | For | For |
| 3.1 | Appoint Statutory Auditor Hatamochi, Hideya | Management | For | For |
| 3.2 | Appoint Statutory Auditor Tanaka, Yutaka | Management | For | For |
| 4 | Approve Annual Bonus | Management | For | For |
| CAPITALAND INTEGRATED COMMERCIAL TRUST
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: C38U
SECURITY ID: Y1100L160
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Entry Into the New Singapore Property Management Agreement | Management | For | For |
| CAPITALAND INTEGRATED COMMERCIAL TRUST
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: C38U
SECURITY ID: Y1100L160
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Trustee's Report, the Manager's Statement, Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 4 | Authorize Unit Repurchase Program | Management | For | For |
| CGI INC.
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: GIB.A
SECURITY ID: 12532H104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Cope | Management | For | For |
| 1.2 | Elect Director Paule Dore | Management | For | For |
| 1.3 | Elect Director Julie Godin | Management | For | For |
| 1.4 | Elect Director Serge Godin | Management | For | For |
| 1.5 | Elect Director Andre Imbeau | Management | For | For |
| 1.6 | Elect Director Gilles Labbe | Management | For | For |
| 1.7 | Elect Director Michael B. Pedersen | Management | For | For |
| 1.8 | Elect Director Stephen S. Poloz | Management | For | For |
| 1.9 | Elect Director Mary G. Powell | Management | For | For |
| 1.10 | Elect Director Alison C. Reed | Management | For | For |
| 1.11 | Elect Director Michael E. Roach | Management | For | For |
| 1.12 | Elect Director George D. Schindler | Management | For | For |
| 1.13 | Elect Director Kathy N. Waller | Management | For | For |
| 1.14 | Elect Director Joakim Westh | Management | For | For |
| 1.15 | Elect Director Frank Witter | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize the Audit and Risk Management Committee to Fix Their Remuneration | Management | For | For |
| 3 | SP 1: Disclose Languages in Which Directors Are Fluent | Shareholder | Against | Against |
| 4 | SP 2: Review Mandate to Include Ethical Component Concerning Artificial Intelligence | Shareholder | Against | Against |
| 5 | SP 3: Update the Role of the Human Resources Committee to Include Responsibilities Related to Employee Health and Well-being | Shareholder | Against | Against |
| 6 | SP 4: Report on Racial Disparities and Equity Issues | Shareholder | Against | Against |
| COCA-COLA HBC AG
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CCH
SECURITY ID: CH0198251305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2.1 | Approve Treatment of Net Loss | Management | For | Did Not Vote |
| 2.2 | Approve Dividend from Reserves | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1.1 | Re-elect Anastassis David as Director and as Board Chairman | Management | For | Did Not Vote |
| 4.1.2 | Re-elect Zoran Bogdanovic as Director | Management | For | Did Not Vote |
| 4.1.3 | Re-elect Charlotte Boyle as Director and as Member of the Remuneration Committee | Management | For | Did Not Vote |
| 4.1.4 | Re-elect Reto Francioni as Director and as Member of the Remuneration Committee | Management | For | Did Not Vote |
| 4.1.5 | Re-elect Olusola David-Borha as Director | Management | For | Did Not Vote |
| 4.1.6 | Re-elect William Douglas III as Director | Management | For | Did Not Vote |
| 4.1.7 | Re-elect Anastasios Leventis as Director | Management | For | Did Not Vote |
| 4.1.8 | Re-elect Christodoulos Leventis as Director | Management | For | Did Not Vote |
| 4.1.9 | Re-elect Alexandra Papalexopoulou as Director | Management | For | Did Not Vote |
| 4.1.A | Re-elect Anna Diamantopoulou as Director and as Member of the Remuneration Committee | Management | For | Did Not Vote |
| 4.1.B | Re-elect Henrique Braun as Director | Management | For | Did Not Vote |
| 4.2.1 | Elect George Leventis as Director | Management | For | Did Not Vote |
| 4.2.2 | Elect Evguenia Stoitchkova as Director | Management | For | Did Not Vote |
| 5 | Designate Ines Poeschel as Independent Proxy | Management | For | Did Not Vote |
| 6.1 | Reappoint PricewaterhouseCoopers AG as Auditors | Management | For | Did Not Vote |
| 6.2 | Advisory Vote on Reappointment of the Independent Registered Public Accounting Firm PricewaterhouseCoopers SA for UK Purposes | Management | For | Did Not Vote |
| 7 | Approve UK Remuneration Report | Management | For | Did Not Vote |
| 8 | Approve Remuneration Policy | Management | For | Did Not Vote |
| 9 | Approve Swiss Remuneration Report | Management | For | Did Not Vote |
| 10.1 | Approve Maximum Aggregate Amount of Remuneration for Directors | Management | For | Did Not Vote |
| 10.2 | Approve Maximum Aggregate Amount of Remuneration for the Executive Leadership Team | Management | For | Did Not Vote |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | Did Not Vote |
| 12 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| COLOPLAST A/S
MEETING DATE: DEC 01, 2022 |
||||
|
TICKER: COLO.B
SECURITY ID: K16018192
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve General Meeting Materials and Reports to be Drafted in English | Management | For | Did Not Vote |
| 2 | Receive Report of Board | Management | None | None |
| 3 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 4 | Approve Allocation of Income | Management | For | Did Not Vote |
| 5 | Approve Remuneration Report | Management | For | Did Not Vote |
| 6 | Approve Remuneration of Directors in the Amount of DKK 1.35 Million for Chairman, DKK 787,500 for Deputy Chairman, and DKK 450,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 7.1 | Amend Articles Re: Extend Current Authorizations in Articles 5(a) and 5(b) | Management | For | Did Not Vote |
| 7.2 | Amend Articles Re: Corporate Language | Management | For | Did Not Vote |
| 8.1 | Reelect Lars Soren Rasmussen as Director | Management | For | Did Not Vote |
| 8.2 | Reelect Niels Peter Louis-Hansen as Director | Management | For | Did Not Vote |
| 8.3 | Reelect Annette Bruls as Director | Management | For | Did Not Vote |
| 8.4 | Reelect Carsten Hellmann as Director | Management | For | Did Not Vote |
| 8.5 | Reelect Jette Nygaard-Andersen as Director | Management | For | Did Not Vote |
| 8.6 | Reelect Marianne Wiinholt as Director | Management | For | Did Not Vote |
| 9 | Ratify PricewaterhouseCoopers as Auditors | Management | For | Did Not Vote |
| 10 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | Did Not Vote |
| 11 | Other Business | Management | None | None |
| COMMONWEALTH BANK OF AUSTRALIA
MEETING DATE: OCT 12, 2022 |
||||
|
TICKER: CBA
SECURITY ID: Q26915100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Paul O'Malley as Director | Management | For | For |
| 2b | Elect Genevieve Bell as Director | Management | For | For |
| 2c | Elect Mary Padbury as Director | Management | For | For |
| 2d | Elect Lyn Cobley as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of Restricted Share Units and Performance Rights to Matt Comyn | Management | For | For |
| 5a | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 5b | Approve Climate Risk Safeguarding | Shareholder | Against | Against |
| COMPAGNIE FINANCIERE RICHEMONT SA
MEETING DATE: SEP 07, 2022 |
||||
|
TICKER: CFR
SECURITY ID: H25662182
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Ordinary Dividends of CHF 2.25 per Registered A Share and CHF 0.225 per Registered B Share and a Special Dividend of CHF 1.00 per Registered A Share and CHF 0.10 per Registered B Share | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1 | Elect Francesco Trapani as Representative of Category A Registered Shares | Shareholder | Against | Did Not Vote |
| 4.2 | Elect Wendy Luhabe as Representative of Category A Registered Shares | Management | For | Did Not Vote |
| 5.1 | Reelect Johann Rupert as Director and Board Chair | Management | For | Did Not Vote |
| 5.2 | Reelect Josua Malherbe as Director | Management | For | Did Not Vote |
| 5.3 | Reelect Nikesh Arora as Director | Management | For | Did Not Vote |
| 5.4 | Reelect Clay Brendish as Director | Management | For | Did Not Vote |
| 5.5 | Reelect Jean-Blaise Eckert as Director | Management | For | Did Not Vote |
| 5.6 | Reelect Burkhart Grund as Director | Management | For | Did Not Vote |
| 5.7 | Reelect Keyu Jin as Director | Management | For | Did Not Vote |
| 5.8 | Reelect Jerome Lambert as Director | Management | For | Did Not Vote |
| 5.9 | Reelect Wendy Luhabe as Director | Management | For | Did Not Vote |
| 5.10 | Reelect Jeff Moss as Director | Management | For | Did Not Vote |
| 5.11 | Reelect Vesna Nevistic as Director | Management | For | Did Not Vote |
| 5.12 | Reelect Guillaume Pictet as Director | Management | For | Did Not Vote |
| 5.13 | Reelect Maria Ramos as Director | Management | For | Did Not Vote |
| 5.14 | Reelect Anton Rupert as Director | Management | For | Did Not Vote |
| 5.15 | Reelect Patrick Thomas as Director | Management | For | Did Not Vote |
| 5.16 | Reelect Jasmine Whitbread as Director | Management | For | Did Not Vote |
| 5.17 | Elect Francesco Trapani as Director | Shareholder | Against | Did Not Vote |
| 6.1 | Reappoint Clay Brendish as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.2 | Reappoint Keyu Jin as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.3 | Reappoint Guillaume Pictet as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.4 | Reappoint Maria Ramos as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | Did Not Vote |
| 8 | Designate Etude Gampert Demierre Moreno as Independent Proxy | Management | For | Did Not Vote |
| 9.1 | Approve Remuneration of Directors in the Amount of CHF 7.7 Million | Management | For | Did Not Vote |
| 9.2 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.4 Million | Management | For | Did Not Vote |
| 9.3 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 27.7 Million | Management | For | Did Not Vote |
| 10 | Approve Increase in Size of Board to Six Members | Shareholder | Against | Did Not Vote |
| 11 | Amend Articles Re: Representatives of Holders of Category A and B Registered Shares | Shareholder | Against | Did Not Vote |
| 12 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| COMPASS GROUP PLC
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: CPG
SECURITY ID: G23296208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Ian Meakins as Director | Management | For | For |
| 5 | Re-elect Dominic Blakemore as Director | Management | For | For |
| 6 | Re-elect Palmer Brown as Director | Management | For | For |
| 7 | Re-elect Gary Green as Director | Management | For | For |
| 8 | Re-elect Carol Arrowsmith as Director | Management | For | For |
| 9 | Re-elect Stefan Bomhard as Director | Management | For | For |
| 10 | Re-elect John Bryant as Director | Management | For | For |
| 11 | Re-elect Arlene Isaacs-Lowe as Director | Management | For | For |
| 12 | Re-elect Anne-Francoise Nesmes as Director | Management | For | For |
| 13 | Re-elect Sundar Raman as Director | Management | For | For |
| 14 | Re-elect Nelson Silva as Director | Management | For | For |
| 15 | Re-elect Ireena Vittal as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with 14 Clear Days' Notice | Management | For | For |
| CONSTELLATION SOFTWARE INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: CSU
SECURITY ID: 21037X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeff Bender | Management | For | For |
| 1.2 | Elect Director John Billowits | Management | For | For |
| 1.3 | Elect Director Susan Gayner | Management | For | For |
| 1.4 | Elect Director Claire Kennedy | Management | For | For |
| 1.5 | Elect Director Robert Kittel | Management | For | For |
| 1.6 | Elect Director Mark Leonard | Management | For | For |
| 1.7 | Elect Director Mark Miller | Management | For | For |
| 1.8 | Elect Director Lori O'Neill | Management | For | For |
| 1.9 | Elect Director Donna Parr | Management | For | For |
| 1.10 | Elect Director Andrew Pastor | Management | For | For |
| 1.11 | Elect Director Laurie Schultz | Management | For | For |
| 1.12 | Elect Director Barry Symons | Management | For | For |
| 1.13 | Elect Director Robin Van Poelje | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| CRESCENT POINT ENERGY CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CPG
SECURITY ID: 22576C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2.1 | Elect Director Craig Bryksa | Management | For | For |
| 2.2 | Elect Director James E. Craddock | Management | For | For |
| 2.3 | Elect Director John P. Dielwart | Management | For | For |
| 2.4 | Elect Director Mike Jackson | Management | For | For |
| 2.5 | Elect Director Jennifer F. Koury | Management | For | For |
| 2.6 | Elect Director Francois Langlois | Management | For | For |
| 2.7 | Elect Director Barbara Munroe | Management | For | For |
| 2.8 | Elect Director Myron M. Stadnyk | Management | For | For |
| 2.9 | Elect Director Mindy Wight | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| CSL LIMITED
MEETING DATE: OCT 12, 2022 |
||||
|
TICKER: CSL
SECURITY ID: Q3018U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Marie McDonald as Director | Management | For | For |
| 2b | Elect Megan Clark as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of Performance Share Units to Paul Perreault | Management | For | For |
| D'IETEREN GROUP
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: DIE
SECURITY ID: B49343187
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Directors' and Auditors' Reports (Non-Voting) | Management | None | None |
| 2 | Approve Financial Statements, Allocation of Income, and Dividends of EUR 3.00 per Share | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4.1 | Approve Discharge of Directors | Management | For | For |
| 4.2 | Approve Discharge of Auditors | Management | For | For |
| 5.1 | Elect Allegra Patrizi Unipersonnelle, Represented by Allegra Patrizi, as Independent Director | Management | For | For |
| 5.2 | Elect LSIM SA, Represented by Wolfgang de Limburg Stirum, as Independent Director | Management | For | For |
| 5.3 | Elect Diligencia Consult SRL, Represented by Diane Govaerts, as Independent Director | Management | For | For |
| 5.4 | Reelect Michele Sioen as Director | Management | For | For |
| 5.5 | Reelect Olivier Perier as Director | Management | For | Against |
| 5.6 | Approve Co-optation of HECHO SRL, Represented by Hugo De Stoop, as Independent Director | Management | For | For |
| 6 | Ratify KPMG, Permanently Represented by Axel Jorion, as Auditor | Management | For | For |
| 1.a | Authorize Board to Issue Shares in the Event of a Public Tender Offer or Share Exchange Offer | Management | For | Against |
| 1.b | Authorize Board to Repurchase Shares in the Event of a Serious and Imminent Harm and Under Normal Conditions | Management | For | Against |
| 2.a | Authorize Repurchase of Up to 15 Percent of Issued Share Capital | Management | For | For |
| 2.b | Authorize Reissuance of Repurchased Shares | Management | For | For |
| 2.c | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 3 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 4 | Authorize Coordination of Articles of Association | Management | For | For |
| 5 | Authorize Implementation of Approved Resolutions | Management | For | For |
| DAI NIPPON PRINTING CO., LTD.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 7912
SECURITY ID: J10584142
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 32 | Management | For | For |
| 2.1 | Elect Director Kitajima, Yoshitoshi | Management | For | For |
| 2.2 | Elect Director Kitajima, Yoshinari | Management | For | For |
| 2.3 | Elect Director Miya, Kenji | Management | For | For |
| 2.4 | Elect Director Yamaguchi, Masato | Management | For | For |
| 2.5 | Elect Director Hashimoto, Hirofumi | Management | For | For |
| 2.6 | Elect Director Kuroyanagi, Masafumi | Management | For | For |
| 2.7 | Elect Director Miyake, Toru | Management | For | For |
| 2.8 | Elect Director Miyama, Minako | Management | For | For |
| 2.9 | Elect Director Miyajima, Tsukasa | Management | For | For |
| 2.10 | Elect Director Sasajima, Kazuyuki | Management | For | For |
| 2.11 | Elect Director Tamura, Yoshiaki | Management | For | For |
| 2.12 | Elect Director Shirakawa, Hiroshi | Management | For | For |
| 3.1 | Appoint Statutory Auditor Minemura, Ryuji | Management | For | For |
| 3.2 | Appoint Statutory Auditor Hisakura, Tatsuya | Management | For | For |
| 3.3 | Appoint Statutory Auditor Morigayama, Kazuhisa | Management | For | Against |
| 3.4 | Appoint Statutory Auditor Ichikawa, Yasuyoshi | Management | For | For |
| DAITO TRUST CONSTRUCTION CO. LTD.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 1878
SECURITY ID: J11151107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 259 | Management | For | For |
| 2 | Amend Articles to Adopt Board Structure with Audit Committee - Clarify Director Authority on Shareholder Meetings - Amend Provisions on Number of Directors - Clarify Director Authority on Board Meetings - Authorize Board to Determine Income Allocation | Management | For | For |
| 3.1 | Elect Director Takeuchi, Kei | Management | For | For |
| 3.2 | Elect Director Mori, Yoshihiro | Management | For | For |
| 3.3 | Elect Director Tate, Masafumi | Management | For | For |
| 3.4 | Elect Director Okamoto, Tsukasa | Management | For | For |
| 3.5 | Elect Director Amano, Yutaka | Management | For | For |
| 3.6 | Elect Director Tanaka, Yoshimasa | Management | For | For |
| 3.7 | Elect Director Sasaki, Mami | Management | For | For |
| 3.8 | Elect Director Iritani, Atsushi | Management | For | For |
| 4.1 | Elect Director and Audit Committee Member Kawai, Shuji | Management | For | For |
| 4.2 | Elect Director and Audit Committee Member Matsushita, Masa | Management | For | For |
| 4.3 | Elect Director and Audit Committee Member Shoda, Takashi | Management | For | For |
| 4.4 | Elect Director and Audit Committee Member Kobayashi, Kenji | Management | For | For |
| 5 | Approve Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 6 | Approve Compensation Ceiling for Directors Who Are Audit Committee Members | Management | For | For |
| 7 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| DASSAULT AVIATION SA
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: AM
SECURITY ID: F24539169
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.00 per Share | Management | For | For |
| 4 | Approve Compensation of Directors | Management | For | For |
| 5 | Approve Compensation of Eric Trappier, Chairman and CEO | Management | For | Against |
| 6 | Approve Compensation of Loik Segalen, Vice-CEO | Management | For | Against |
| 7 | Approve Remuneration Policy of Directors | Management | For | For |
| 8 | Approve Remuneration Policy of Chairman and CEO | Management | For | Against |
| 9 | Approve Remuneration Policy of Vice-CEO | Management | For | Against |
| 10 | Reelect Lucia Sinapi-Thomas as Director | Management | For | For |
| 11 | Reelect Charles Edelstenne as Director | Management | For | Against |
| 12 | Reelect Thierry Dassault as Director | Management | For | Against |
| 13 | Reelect Eric Trappier as Director | Management | For | Against |
| 14 | Approve Transaction with GIMD Re: Land Acquisition | Management | For | For |
| 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | Against |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| DBS GROUP HOLDINGS LTD.
MEETING DATE: MAR 31, 2023 |
||||
|
TICKER: D05
SECURITY ID: Y20246107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final and Special Dividend | Management | For | For |
| 3 | Approve Directors' Remuneration | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Elect Peter Seah Lim Huat as Director | Management | For | For |
| 6 | Elect Punita Lal as Director | Management | For | For |
| 7 | Elect Anthony Lim Weng Kin as Director | Management | For | For |
| 8 | Approve Grant of Awards and Issuance of Shares Under the DBSH Share Plan | Management | For | Against |
| 9 | Approve Grant of Awards and Issuance of Shares Under the California Sub-Plan to the DBSH Share Plan | Management | For | Against |
| 10 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 11 | Approve Issuance of Shares Pursuant to the DBSH Scrip Dividend Scheme | Management | For | For |
| 12 | Authorize Share Repurchase Program | Management | For | For |
| DEUTSCHE BOERSE AG
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: DB1
SECURITY ID: D1882G119
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 3.60 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 5.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 5.3 | Amend Articles Re: AGM Convocation | Management | For | For |
| 6 | Amend Articles Re: Registration in the Share Register | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| DEUTSCHE POST AG
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: DPW
SECURITY ID: D19225107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 1.85 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5.1 | Elect Katrin Suder to the Supervisory Board | Management | For | For |
| 5.2 | Reelect Mario Daberkow to the Supervisory Board | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 8 | Approve Remuneration Report | Management | For | For |
| 9.1 | Amend Article Re: Location of Annual Meeting | Management | For | For |
| 9.2 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9.3 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| DIAGEO PLC
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: DGE
SECURITY ID: G42089113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Karen Blackett as Director | Management | For | For |
| 5 | Re-elect Melissa Bethell as Director | Management | For | For |
| 6 | Re-elect Lavanya Chandrashekar as Director | Management | For | For |
| 7 | Re-elect Valerie Chapoulaud-Floquet as Director | Management | For | For |
| 8 | Re-elect Javier Ferran as Director | Management | For | For |
| 9 | Re-elect Susan Kilsby as Director | Management | For | For |
| 10 | Re-elect Sir John Manzoni as Director | Management | For | For |
| 11 | Re-elect Lady Mendelsohn as Director | Management | For | For |
| 12 | Re-elect Ivan Menezes as Director | Management | For | For |
| 13 | Re-elect Alan Stewart as Director | Management | For | For |
| 14 | Re-elect Ireena Vittal as Director | Management | For | For |
| 15 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Amend Irish Share Ownership Plan | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| DKSH HOLDING AG
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: DKSH
SECURITY ID: H2012M121
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends of CHF 2.15 per Share | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1 | Amend Corporate Purpose | Management | For | Did Not Vote |
| 4.2 | Approve Creation of CHF 300,000 Pool of Conditional Capital for Financings, Mergers and Acquisitions | Management | For | Did Not Vote |
| 4.3 | Amend Articles Re: Shares and Share Register | Management | For | Did Not Vote |
| 4.4 | Amend Articles Re: Share Transfer Restrictions Clause | Management | For | Did Not Vote |
| 4.5 | Amend Articles of Association (Incl. Approval of Virtual-Only Shareholder Meetings) | Management | For | Did Not Vote |
| 4.6 | Amend Articles Re: Board of Directors and Executive Committee Compensation; External Mandates for Members of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 5.1 | Approve Remuneration of Directors in the Amount of CHF 2.8 Million | Management | For | Did Not Vote |
| 5.2 | Approve Remuneration of Executive Committee in the Amount of CHF 19.5 Million | Management | For | Did Not Vote |
| 6.1.1 | Reelect Wolfgang Baier as Director | Management | For | Did Not Vote |
| 6.1.2 | Reelect Jack Clemons as Director | Management | For | Did Not Vote |
| 6.1.3 | Reelect Marco Gadola as Director | Management | For | Did Not Vote |
| 6.1.4 | Reelect Adrian Keller as Director | Management | For | Did Not Vote |
| 6.1.5 | Reelect Andreas Keller as Director | Management | For | Did Not Vote |
| 6.1.6 | Reelect Annette Koehler as Director | Management | For | Did Not Vote |
| 6.1.7 | Reelect Hans Tanner as Director | Management | For | Did Not Vote |
| 6.1.8 | Reelect Eunice Zehnder-Lai as Director | Management | For | Did Not Vote |
| 6.1.9 | Elect Gabriel Baertschi as Director | Management | For | Did Not Vote |
| 6.2 | Reelect Marco Gadola as Board Chair | Management | For | Did Not Vote |
| 6.3.1 | Reappoint Adrian Keller as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 6.3.2 | Reappoint Eunice Zehnder-Lai as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 6.3.3 | Appoint Gabriel Baertschi as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 7 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 8 | Designate Ernst Widmer as Independent Proxy | Management | For | Did Not Vote |
| 9 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| DOLLARAMA INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: DOL
SECURITY ID: 25675T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Joshua Bekenstein | Management | For | For |
| 1B | Elect Director Gregory David | Management | For | For |
| 1C | Elect Director Elisa D. Garcia C. | Management | For | For |
| 1D | Elect Director Stephen Gunn | Management | For | For |
| 1E | Elect Director Kristin Mugford | Management | For | For |
| 1F | Elect Director Nicholas Nomicos | Management | For | For |
| 1G | Elect Director Neil Rossy | Management | For | For |
| 1H | Elect Director Samira Sakhia | Management | For | For |
| 1I | Elect Director Thecla Sweeney | Management | For | For |
| 1J | Elect Director Huw Thomas | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Report on Emissions and Gender Target and its Overall Significance on the Company's ESG Strategy | Shareholder | Against | Against |
| 5 | SP 2: Report on Third-Party Employment Agencies | Shareholder | Against | Against |
| 6 | SP 3: Adopt Net Zero Targets in Alignment with the Paris Agreement | Shareholder | Against | Against |
| EDENRED SA
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: EDEN
SECURITY ID: F3192L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1 per Share | Management | For | For |
| 4 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 5 | Approve Remuneration Policy of Directors | Management | For | For |
| 6 | Approve Remuneration of Directors in the Aggregate Amount of EUR 840,000 | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Bertrand Dumazy, Chairman and CEO | Management | For | For |
| 9 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 11 | Authorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions | Management | For | For |
| 12 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| ELIA GROUP SA/NV
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: ELI
SECURITY ID: B35656105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Directors' Reports (Non-Voting) | Management | None | None |
| 2 | Receive Auditors' Reports (Non-Voting) | Management | None | None |
| 3 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 4 | Approve Amended Remuneration Policy | Management | For | Against |
| 5 | Approve Remuneration Report | Management | For | Against |
| 6 | Receive Directors' Reports on the Consolidated Annual Accounts (IFRS) (Non-Voting) | Management | None | None |
| 7 | Receive Auditors' Reports on the Consolidated Annual Accounts (IFRS) (Non-Voting) | Management | None | None |
| 8 | Receive Consolidated Financial Statements and Statutory Reports (IFRS) (Non-Voting) | Management | None | None |
| 9 | Approve Discharge of Directors | Management | For | For |
| 10 | Approve Discharge of Auditors | Management | For | For |
| 11 | Reelect Bernard Gustin as Independent Director and Approve His Remuneration | Management | For | For |
| 12 | Reelect Roberte Kesteman as Independent Director and Approve Her Remuneration | Management | For | For |
| 13 | Reelect Dominique Offergeld as Director and Approve Remuneration | Management | For | For |
| 14 | Elect Eddy Vermoesen as Director and Approve Remuneration | Management | For | For |
| 15 | Elect Bernard Thiry as Director and Approve Remuneration | Management | For | For |
| 16 | Receive Information on Resignation of Luc De Temmerman as Independent Director and Cecile Flandre as Director | Management | For | For |
| 17 | Ratify EY and BDO as Auditors and Approve Auditors' Remuneration | Management | For | For |
| 18 | Transact Other Business | Management | None | None |
| ELIA GROUP SA/NV
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ELI
SECURITY ID: B35656105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Special Board Report Re: 7:155 of the Code of companies and associations | Management | None | None |
| 2 | Amend Articles Re: Governance Structure | Management | For | For |
| 3 | Amend Articles Re: Merging of Nomination Committee and the Remuneration Committee | Management | For | For |
| EMPIRE COMPANY LIMITED
MEETING DATE: SEP 15, 2022 |
||||
|
TICKER: EMP.A
SECURITY ID: 291843407
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| EMS-CHEMIE HOLDING AG
MEETING DATE: AUG 13, 2022 |
||||
|
TICKER: EMSN
SECURITY ID: H22206199
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 3.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 3.2.1 | Approve Remuneration of Board of Directors in the Amount of CHF 765,000 | Management | For | Did Not Vote |
| 3.2.2 | Approve Remuneration of Executive Committee in the Amount of CHF 3.4 Million | Management | For | Did Not Vote |
| 4 | Approve Allocation of Income and Ordinary Dividends of CHF 16.50 per Share and a Special Dividend of CHF 4.50 per Share | Management | For | Did Not Vote |
| 5 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 6.1.1 | Elect Bernhard Merki as Director, Board Chair, and Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.1.2 | Elect Magdalena Martullo as Director | Management | For | Did Not Vote |
| 6.1.3 | Elect Joachim Streu as Director and Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.1.4 | Elect Christoph Maeder as Director and Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.2 | Ratify BDO AG as Auditors | Management | For | Did Not Vote |
| 6.3 | Designate Robert Daeppen as Independent Proxy | Management | For | Did Not Vote |
| 7 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| ENGIE SA
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ENGI
SECURITY ID: F7629A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.40 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6 | Reelect Marie-Jose Nadeau as Director | Management | For | For |
| 7 | Reelect Patrice Durand as Director | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Jean-Pierre Clamadieu, Chairman of the Board | Management | For | For |
| 10 | Approve Compensation of Catherine MacGregor, CEO | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | For |
| 14 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 15 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| A | Elect Lucie Muniesa as Director | Shareholder | For | For |
| B | Amend Articles 21 and 24 of Bylaws Re: Climate Strategy | Shareholder | Against | Against |
| ENI SPA
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ENI
SECURITY ID: T3643A145
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Fix Number of Directors | Management | For | For |
| 4 | Fix Board Terms for Directors | Management | For | For |
| 5.1 | Slate Submitted by Ministry of Economy and Finance | Shareholder | None | For |
| 5.2 | Slate Submitted by Institutional Investors (Assogestioni) | Shareholder | None | Against |
| 6 | Elect Giuseppe Zafarana as Board Chair | Shareholder | None | For |
| 7 | Approve Remuneration of Directors | Shareholder | None | For |
| 8.1 | Slate Submitted by Ministry of Economy and Finance | Shareholder | None | For |
| 8.2 | Slate Submitted by Institutional Investors (Assogestioni) | Shareholder | None | Against |
| 9 | Appoint Rosalba Casiraghi as Chairman of Internal Statutory Auditors | Shareholder | None | For |
| 10 | Approve Internal Auditors' Remuneration | Shareholder | None | For |
| 11 | Approve Long Term Incentive Plan 2023-2025 | Management | For | For |
| 12 | Approve Remuneration Policy | Management | For | For |
| 13 | Approve Second Section of the Remuneration Report | Management | For | For |
| 14 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 15 | Authorize Use of Available Reserves for Dividend Distribution | Management | For | For |
| 16 | Authorize Reduction and Use of the Reserve Pursuant to Law 342/2000 for Dividend Distribution | Management | For | For |
| 17 | Authorize Cancellation of Treasury Shares without Reduction of Share Capital; Amend Article 5.1 | Management | For | For |
| 18 | Authorize Cancellation of Repurchased Shares without Reduction of Share Capital; Amend Article 5 | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| EPIROC AB
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: EPI.A
SECURITY ID: W25918124
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting; Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 3 | Prepare and Approve List of Shareholders | Management | None | None |
| 4 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Receive President's Report | Management | None | None |
| 8.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8.b1 | Approve Discharge of Anthea Bath | Management | For | Did Not Vote |
| 8.b2 | Approve Discharge of Lennart Evrell | Management | For | Did Not Vote |
| 8.b3 | Approve Discharge of Johan Forssell | Management | For | Did Not Vote |
| 8.b4 | Approve Discharge of Helena Hedblom (as Board Member) | Management | For | Did Not Vote |
| 8.b5 | Approve Discharge of Jeane Hull | Management | For | Did Not Vote |
| 8.b6 | Approve Discharge of Ronnie Leten | Management | For | Did Not Vote |
| 8.b7 | Approve Discharge of Ulla Litzen | Management | For | Did Not Vote |
| 8.b8 | Approve Discharge of Sigurd Mareels | Management | For | Did Not Vote |
| 8.b9 | Approve Discharge of Astrid Skarheim Onsum | Management | For | Did Not Vote |
| 8.b10 | Approve Discharge of Anders Ullberg | Management | For | Did Not Vote |
| 8.b11 | Approve Discharge of Kristina Kanestad | Management | For | Did Not Vote |
| 8.b12 | Approve Discharge of Daniel Rundgren | Management | For | Did Not Vote |
| 8.b13 | Approve Discharge of CEO Helena Hedblom | Management | For | Did Not Vote |
| 8.c | Approve Allocation of Income and Dividends of SEK 3.40 Per Share | Management | For | Did Not Vote |
| 8.d | Approve Remuneration Report | Management | For | Did Not Vote |
| 9.a | Determine Number of Members (9) and Deputy Members of Board (0) | Management | For | Did Not Vote |
| 9.b | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 10.a1 | Reelect Anthea Bath as Director | Management | For | Did Not Vote |
| 10.a2 | Reelect Lennart Evrell as Director | Management | For | Did Not Vote |
| 10.a3 | Reelect Johan Forssell as Director | Management | For | Did Not Vote |
| 10.a4 | Reelect Helena Hedblom as Director | Management | For | Did Not Vote |
| 10.a5 | Reelect Jeane Hull as Director | Management | For | Did Not Vote |
| 10.a6 | Reelect Ronnie Leten as Director | Management | For | Did Not Vote |
| 10.a7 | Reelect Ulla Litzen as Director | Management | For | Did Not Vote |
| 10.a8 | Reelect Sigurd Mareels as Director | Management | For | Did Not Vote |
| 10.a9 | Reelect Astrid Skarheim Onsum as Director | Management | For | Did Not Vote |
| 10.b | Reelect Ronnie Leten as Board Chair | Management | For | Did Not Vote |
| 10.c | Ratify Ernst & Young as Auditors | Management | For | Did Not Vote |
| 11.a | Approve Remuneration of Directors in the Amount of SEK 2.59 Million for Chair and SEK 810,000 for Other Directors; Approve Partly Remuneration in Synthetic Shares; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 11.b | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 12 | Approve Stock Option Plan 2023 for Key Employees | Management | For | Did Not Vote |
| 13.a | Approve Equity Plan Financing Through Repurchase of Class A Shares | Management | For | Did Not Vote |
| 13.b | Approve Repurchase of Shares to Pay 50 Percent of Director's Remuneration in Synthetic Shares | Management | For | Did Not Vote |
| 13.c | Approve Equity Plan Financing Through Transfer of Class A Shares to Participants | Management | For | Did Not Vote |
| 13.d | Approve Sale of Class A Shares to Finance Director Remuneration in Synthetic Shares | Management | For | Did Not Vote |
| 13.e | Approve Sale of Class A Shares to Finance Stock Option Plan 2017, 2018, 2019 and 2020 | Management | For | Did Not Vote |
| 14 | Close Meeting | Management | None | None |
| EQUINOR ASA
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: EQNR
SECURITY ID: R2R90P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Registration of Attending Shareholders and Proxies | Management | None | None |
| 3 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 4 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 6 | Accept Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of USD 0.30 Per Share, Approve Extraordinary Dividends of USD 0.60 Per Share | Management | For | Did Not Vote |
| 7 | Authorize Board to Distribute Dividends | Management | For | Did Not Vote |
| 8 | Ban Use of Fiberglass Rotor Blades in All New Wind Farms, Commit to Buy into Existing Hydropower Projects, and Conduct Research on Other Energy Sources Such as Thorium | Shareholder | Against | Did Not Vote |
| 9 | Identify and Manage Climate-Related Risks and Possibilities, and Integrate Them into Company's Strategy | Shareholder | Against | Did Not Vote |
| 10 | Stop All Exploration and Drilling by 2025 and Provide Financial and Technical Assistance For Repair and Development of Ukraine's Energy Infrastructure | Shareholder | Against | Did Not Vote |
| 11 | Develop Procedure to Improve Response to Shareholder Proposals | Shareholder | Against | Did Not Vote |
| 12 | End All Plans for Activities in Barents Sea, Adjust Up Investment in Renewables/Low Carbon Solution to 50 Percent by 2025, Implement CCS for Melkoya, and Invest in Rebuilding of Ukraine | Shareholder | Against | Did Not Vote |
| 13 | Stop All Exploration and Test Drilling for Oil & Gas, Become a Leading Producer of Renewable Energy, Stop Plans for Electrification of Melkoya, and Present a Plan Enabling Norway to Become Net-Zero By 2050 | Shareholder | Against | Did Not Vote |
| 14 | Include Global Warming in Company's Further Strategy, Stop All Exploration For More Oil & Gas, Phase Out All Production and Sale of Oil & Gas, Multiply Investment in Renewable Energy and CCS, and Become Climate-Friendly Company | Shareholder | Against | Did Not Vote |
| 15 | Approve Company's Corporate Governance Statement | Management | For | Did Not Vote |
| 16.1 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 16.2 | Approve Remuneration Statement | Management | For | Did Not Vote |
| 17 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 18 | Approve Remuneration of Directors in the Amount of NOK 143,700 for Chairman, NOK 75,800 for Deputy Chairman and NOK 53,250 for Other Directors; Approve Remuneration for Deputy Directors | Management | For | Did Not Vote |
| 19 | Approve Remuneration of Nominating Committee | Management | For | Did Not Vote |
| 20 | Authorize Share Repurchase Program in Connection With Employee Remuneration Programs | Management | For | Did Not Vote |
| 21 | Approve NOK 431 Million Reduction in Share Capital via Share Cancellation | Management | For | Did Not Vote |
| 22 | Authorize Share Repurchase Program and Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| ESSITY AB
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: ESSITY.B
SECURITY ID: W3R06F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 3 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 5 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 7.b | Approve Allocation of Income and Dividends of SEK 7.25 Per Share | Management | For | Did Not Vote |
| 7.c1 | Approve Discharge of Ewa Bjorling | Management | For | Did Not Vote |
| 7.c2 | Approve Discharge of Par Boman | Management | For | Did Not Vote |
| 7.c3 | Approve Discharge of Annemarie Gardshol | Management | For | Did Not Vote |
| 7.c4 | Approve Discharge of Bjorn Gulden | Management | For | Did Not Vote |
| 7.c5 | Approve Discharge of Magnus Groth | Management | For | Did Not Vote |
| 7.c6 | Approve Discharge of Susanna Lind | Management | For | Did Not Vote |
| 7.c7 | Approve Discharge of Torbjorn Loof | Management | For | Did Not Vote |
| 7.c8 | Approve Discharge of Bert Nordberg | Management | For | Did Not Vote |
| 7.c9 | Approve Discharge of Louise Svanberg | Management | For | Did Not Vote |
| 7.c10 | Approve Discharge of Orjan Svensson | Management | For | Did Not Vote |
| 7.c11 | Approve Discharge of Lars Rebien Sorensen | Management | For | Did Not Vote |
| 7.c12 | Approve Discharge of Barbara Milian Thoralfsson | Management | For | Did Not Vote |
| 7.c13 | Approve Discharge of Niclas Thulin | Management | For | Did Not Vote |
| 7.c14 | Approve Discharge of Magnus Groth | Management | For | Did Not Vote |
| 8 | Determine Number of Members (9) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 9 | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 10.a | Approve Remuneration of Directors in the Amount of SEK 2.62 Million for Chairman and SEK 875,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 10.b | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 11.a | Reelect Ewa Bjorling as Director | Management | For | Did Not Vote |
| 11.b | Reelect Par Boman as Director | Management | For | Did Not Vote |
| 11.c | Reelect Annemarie Gardshol as Director | Management | For | Did Not Vote |
| 11.d | Reelect Magnus Groth as Director | Management | For | Did Not Vote |
| 11.e | Reelect Torbjorn Loof as Director | Management | For | Did Not Vote |
| 11.f | Reelect Bert Nordberg as Director | Management | For | Did Not Vote |
| 11.g | Reelect Barbara M. Thoralfsson as Director | Management | For | Did Not Vote |
| 11.h | Elect Maria Carell as Director | Management | For | Did Not Vote |
| 11.i | Elect Jan Gurander as Director | Management | For | Did Not Vote |
| 12 | Reelect Par Boman as Board Chair | Management | For | Did Not Vote |
| 13 | Ratify Ernst & Young as Auditor | Management | For | Did Not Vote |
| 14 | Approve Remuneration Report | Management | For | Did Not Vote |
| 15 | Approve Cash-Based Incentive Program (Program 2023-2025) for Key Employees | Management | For | Did Not Vote |
| 16.a | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 16.b | Authorize Reissuance of Repurchased Shares | Management | For | Did Not Vote |
| EXPERIAN PLC
MEETING DATE: JUL 21, 2022 |
||||
|
TICKER: EXPN
SECURITY ID: G32655105
|
||||
| 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 Ruba Borno as Director | Management | For | For |
| 4 | Re-elect Alison Brittain as Director | Management | For | For |
| 5 | Re-elect Brian Cassin as Director | Management | For | For |
| 6 | Re-elect Caroline Donahue as Director | Management | For | For |
| 7 | Re-elect Luiz Fleury as Director | Management | For | For |
| 8 | Re-elect Jonathan Howell as Director | Management | For | For |
| 9 | Re-elect Lloyd Pitchford as Director | Management | For | For |
| 10 | Re-elect Mike Rogers as Director | Management | For | For |
| 11 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 12 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 13 | Authorise Issue of Equity | Management | For | For |
| 14 | Approve Specific Terms Added to the Performance Share Plan and Co-Investment Plan; Approve Thank You Award 2021 Plan and Tax-Qualified Employee Share Purchase Plan | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 17 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| FERRARI NV
MEETING DATE: APR 14, 2023 |
||||
|
TICKER: RACE
SECURITY ID: N3167Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Director's Board Report (Non-Voting) | Management | None | None |
| 2.b | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.c | Approve Remuneration Report | Management | For | For |
| 2.d | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.e | Approve Dividends of EUR 1.810 Per Share | Management | For | For |
| 2.f | Approve Discharge of Directors | Management | For | For |
| 3.a | Reelect John Elkann as Executive Director | Management | For | Against |
| 3.b | Reelect Benedetto Vigna as Executive Director | Management | For | For |
| 3.c | Reelect Piero Ferrari as Non-Executive Director | Management | For | For |
| 3.d | Reelect Delphine Arnault as Non-Executive Director | Management | For | Against |
| 3.e | Reelect Francesca Bellettini as Non-Executive Director | Management | For | For |
| 3.f | Reelect Eduardo H. Cue as Non-Executive Director | Management | For | For |
| 3.g | Reelect Sergio Duca as Non-Executive Director | Management | For | For |
| 3.h | Reelect John Galantic as Non-Executive Director | Management | For | For |
| 3.i | Reelect Maria Patrizia Grieco as Non-Executive Director | Management | For | For |
| 3.j | Reelect Adam Keswick as Non-Executive Director | Management | For | Against |
| 3.k | Elect Michelangelo Volpi as Non-Executive Director | Management | For | For |
| 4.1 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 4.2 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Common Shares | Management | For | For |
| 6 | Approve Awards to Executive Director | Management | For | For |
| 7 | Close Meeting | Management | None | None |
| FORTESCUE METALS GROUP LTD.
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: FMG
SECURITY ID: Q39360104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Report | Management | For | For |
| 2 | Elect Elizabeth Gaines as Director | Management | For | For |
| 3 | Elect Li Yifei as Director | Management | For | For |
| 4 | Approve Increase of Non-Executive Director Fee Pool | Management | None | For |
| 5 | Adopt New Constitution | Management | For | For |
| GALENICA AG
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GALE
SECURITY ID: H85158113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3.1 | Approve Allocation of Income and Dividends of CHF 1.10 from Retained Earnings | Management | For | Did Not Vote |
| 3.2 | Approve Dividends of CHF 1.10 per Share from Capital Contribution Reserves | Management | For | Did Not Vote |
| 4 | Approve Remuneration Report | Management | For | Did Not Vote |
| 5.1 | Approve Remuneration of Directors in the Amount of CHF 1.9 Million | Management | For | Did Not Vote |
| 5.2 | Approve Remuneration of Executive Committee in the Amount of CHF 8.5 Million | Management | For | Did Not Vote |
| 6.1 | Amend Corporate Purpose | Management | For | Did Not Vote |
| 6.2 | Amend Articles Re: Duties of Board of Directors; Composition of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 6.3 | Amend Articles of Association (Incl. Approval of Hybrid Shareholder Meetings) | Management | For | Did Not Vote |
| 6.4 | Amend Articles Re: Compensation of Board and Senior Management | Management | For | Did Not Vote |
| 7.1.1 | Reelect Markus Neuhaus as Director | Management | For | Did Not Vote |
| 7.1.2 | Elect Markus Neuhaus as Board Chair | Management | For | Did Not Vote |
| 7.1.3 | Reelect Bertrand Jungo as Director | Management | For | Did Not Vote |
| 7.1.4 | Reelect Pascale Bruderer as Director | Management | For | Did Not Vote |
| 7.1.5 | Reelect Judith Meier as Director | Management | For | Did Not Vote |
| 7.1.6 | Reelect Andreas Walde as Director | Management | For | Did Not Vote |
| 7.1.7 | Elect Solange Peters as Director | Management | For | Did Not Vote |
| 7.1.8 | Elect Joerg Zulauf as Director | Management | For | Did Not Vote |
| 7.2.1 | Reappoint Andreas Walde as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2.2 | Appoint Bertrand Jungo as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2.3 | Appoint Pascale Bruderer as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2.4 | Appoint Solange Peters as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.3 | Designate Walder Wyss AG as Independent Proxy | Management | For | Did Not Vote |
| 7.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 8 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| GALP ENERGIA SGPS SA
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GALP
SECURITY ID: X3078L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect General Meeting Board for 2023-2026 Term | Management | For | For |
| 2 | Approve Individual and Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income | Management | For | For |
| 4 | Appraise Management and Supervision of Company and Approve Vote of Confidence to Corporate Bodies | Management | For | For |
| 5 | Elect Directors for 2023-2026 Term | Management | For | For |
| 6 | Elect Fiscal Council Members for 2023-2026 Term | Management | For | For |
| 7 | Appoint Auditor for 2023-2026 Term | Management | For | For |
| 8 | Elect Remuneration Committee Members for 2023-2026 Term and Approve Committee Remuneration and Regulations | Management | For | For |
| 9 | Approve Remuneration Policy | Management | For | For |
| 10 | Amend Article 10 | Management | For | For |
| 11 | Approve Standard Accounting Transfers | Management | For | For |
| 12 | Authorize Repurchase and Reissuance of Shares and Bonds | Management | For | For |
| 13 | Approve Reduction in Share Capital | Management | For | For |
| GEA GROUP AG
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: G1A
SECURITY ID: D28304109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.95 per Share | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 6 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Management | For | For |
| 7 | Elect Hans Kempf to the Supervisory Board | Management | For | For |
| 8.1 | Amend Articles Re: Supervisory Board Term of Office | Management | For | For |
| 8.2 | Amend Articles Re: By-Elections to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration of Supervisory Board | Management | For | For |
| 10.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 10.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10.3 | Amend Articles Re: General Meeting Chair and Procedure | Management | For | For |
| 11 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| GLENCORE PLC
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: GLEN
SECURITY ID: JE00B4T3BW64
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Reduction of Capital Contribution Reserves | Management | For | For |
| 3 | Re-elect Kalidas Madhavpeddi as Director | Management | For | For |
| 4 | Re-elect Gary Nagle as Director | Management | For | For |
| 5 | Re-elect Peter Coates as Director | Management | For | For |
| 6 | Re-elect Martin Gilbert as Director | Management | For | For |
| 7 | Re-elect Gill Marcus as Director | Management | For | For |
| 8 | Re-elect Cynthia Carroll as Director | Management | For | For |
| 9 | Re-elect David Wormsley as Director | Management | For | For |
| 10 | Elect Liz Hewitt as Director | Management | For | For |
| 11 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 13 | Approve 2022 Climate Report | Management | For | For |
| 14 | Approve Remuneration Report | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Resolution in Respect of the Next Climate Action Transition Plan | Shareholder | Against | For |
| GSK PLC
MEETING DATE: JUL 06, 2022 |
||||
|
TICKER: GSK
SECURITY ID: G3910J112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Management | For | For |
| 2 | Approve the Related Party Transaction Arrangements | Management | For | For |
| GSK PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GSK
SECURITY ID: GB00BN7SWP63
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Julie Brown as Director | Management | For | For |
| 4 | Elect Vishal Sikka as Director | Management | For | For |
| 5 | Elect Elizabeth McKee Anderson as Director | Management | For | For |
| 6 | Re-elect Sir Jonathan Symonds as Director | Management | For | For |
| 7 | Re-elect Dame Emma Walmsley as Director | Management | For | For |
| 8 | Re-elect Charles Bancroft as Director | Management | For | For |
| 9 | Re-elect Hal Barron as Director | Management | For | For |
| 10 | Re-elect Anne Beal as Director | Management | For | For |
| 11 | Re-elect Harry Dietz as Director | Management | For | For |
| 12 | Re-elect Jesse Goodman as Director | Management | For | For |
| 13 | Re-elect Urs Rohner as Director | Management | For | For |
| 14 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Approve Amendments to the Remuneration Policy | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| HALMA PLC
MEETING DATE: JUL 21, 2022 |
||||
|
TICKER: HLMA
SECURITY ID: G42504103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Elect Sharmila Nebhrajani as Director | Management | For | For |
| 5 | Re-elect Dame Louise Makin as Director | Management | For | For |
| 6 | Re-elect Andrew Williams as Director | Management | For | For |
| 7 | Re-elect Marc Ronchetti as Director | Management | For | For |
| 8 | Re-elect Jennifer Ward as Director | Management | For | For |
| 9 | Re-elect Carole Cran as Director | Management | For | For |
| 10 | Re-elect Jo Harlow as Director | Management | For | For |
| 11 | Re-elect Dharmash Mistry as Director | Management | For | For |
| 12 | Re-elect Tony Rice as Director | Management | For | For |
| 13 | Re-elect Roy Twite as Director | Management | For | For |
| 14 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 15 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 16 | Approve Employee Share Plan | Management | For | For |
| 17 | Approve Long-Term Incentive Plan | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| HANNOVER RUECK SE
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: HNR1
SECURITY ID: D3015J135
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 5.00 per Share and Special Dividends of EUR 1.00 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 9 | Amend Articles Re: General Meeting Chair and Procedure | Management | For | For |
| HEINEKEN HOLDING NV
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: HEIO
SECURITY ID: N39338194
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Board Report (Non-Voting) | Management | None | None |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Adopt Financial Statements | Management | For | For |
| 4 | Announcement of the Appropriation of the Balance of the Income Statement Pursuant to the Provisions in Article 10, Paragraph 6, of the Articles of Association | Management | None | None |
| 5 | Approve Discharge of Directors | Management | For | For |
| 6.a | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6.b | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 6.c | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 7.a | Reelect C.L. de Carvalho-Heineken as Executive Director | Management | For | Against |
| 7.b | Reelect M.R. de Carvalho as Executive Director | Management | For | Against |
| 7.c | Reelect C.M. Kwist as Non-Executive Director | Management | For | Against |
| 8 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| HEINEKEN NV
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: HEIA
SECURITY ID: N39427211
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.a | Receive Report of Executive Board (Non-Voting) | Management | None | None |
| 1.b | Approve Remuneration Report | Management | For | For |
| 1.c | Adopt Financial Statements | Management | For | For |
| 1.d | Receive Explanation on Company's Dividend Policy | Management | None | None |
| 1.e | Approve Dividends | Management | For | For |
| 1.f | Approve Discharge of Executive Directors | Management | For | For |
| 1.g | Approve Discharge of Supervisory Board | Management | For | For |
| 2.a | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 2.b | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 2.c | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 3.a | Reelect M.R. de Carvalho to Supervisory Board | Management | For | For |
| 3.b | Reelect R.L. Ripley to Supervisory Board | Management | For | For |
| 3.c | Elect B. Pardo to Supervisory Board | Management | For | For |
| 3.d | Elect L.J. Hijmans van den Bergh to Supervisory Board | Management | For | For |
| 4 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| HERMES INTERNATIONAL SCA
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: RMS
SECURITY ID: F48051100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Discharge of General Managers | Management | For | For |
| 4 | Approve Allocation of Income and Dividends of EUR 13 per Share | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | Against |
| 6 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | Against |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | Against |
| 8 | Approve Compensation of Axel Dumas, General Manager | Management | For | Against |
| 9 | Approve Compensation of Emile Hermes SAS, General Manager | Management | For | Against |
| 10 | Approve Compensation of Eric de Seynes, Chairman of the Supervisory Board | Management | For | For |
| 11 | Approve Remuneration Policy of General Managers | Management | For | Against |
| 12 | Approve Remuneration Policy of Supervisory Board Members; Approve Remuneration of Supervisory Board Members in the Aggregate Amount of EUR 900,000 | Management | For | For |
| 13 | Reelect Dorothee Altmayer as Supervisory Board Member | Management | For | Against |
| 14 | Reelect Monique Cohen as Supervisory Board Member | Management | For | For |
| 15 | Reelect Renaud Mommeja as Supervisory Board Member | Management | For | Against |
| 16 | Reelect Eric de Seynes as Supervisory Board Member | Management | For | Against |
| 17 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 18 | Renew Appointment of Grant Thornton Audit as Auditor | Management | For | For |
| 19 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 20 | Authorize Capitalization of Reserves of up to 40 Percent of Issued Capital for Bonus Issue or Increase in Par Value | Management | For | For |
| 21 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to 40 Percent of Issued Capital | Management | For | Against |
| 22 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to 40 Percent of Issued Capital | Management | For | Against |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to 20 Percent of Issued Capital | Management | For | Against |
| 25 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | Against |
| 26 | Delegate Powers to the Management Board to Decide on Merger, Spin-Off Agreement and Acquisition | Management | For | Against |
| 27 | Delegate Powers to the Management Board to Issue Shares up to 40 Percent of Issued Capital in Connection with Item 26 Above | Management | For | Against |
| 28 | Authorize up to 2 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 29 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| IG GROUP HOLDINGS PLC
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: IGG
SECURITY ID: G4753Q106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Mike McTighe as Director | Management | For | For |
| 5 | Re-elect June Felix as Director | Management | For | For |
| 6 | Re-elect Charlie Rozes as Director | Management | For | For |
| 7 | Re-elect Jon Noble as Director | Management | For | For |
| 8 | Re-elect Jonathan Moulds as Director | Management | For | For |
| 9 | Re-elect Rakesh Bhasin as Director | Management | For | For |
| 10 | Re-elect Andrew Didham as Director | Management | For | For |
| 11 | Re-elect Wu Gang as Director | Management | For | For |
| 12 | Re-elect Sally-Ann Hibberd as Director | Management | For | For |
| 13 | Re-elect Malcolm Le May as Director | Management | For | For |
| 14 | Re-elect Susan Skerritt as Director | Management | For | For |
| 15 | Re-elect Helen Stevenson as Director | Management | For | For |
| 16 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| IMPERIAL BRANDS PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: IMB
SECURITY ID: G4720C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Stefan Bomhard as Director | Management | For | For |
| 5 | Re-elect Susan Clark as Director | Management | For | For |
| 6 | Re-elect Ngozi Edozien as Director | Management | For | For |
| 7 | Re-elect Therese Esperdy as Director | Management | For | For |
| 8 | Re-elect Alan Johnson as Director | Management | For | For |
| 9 | Re-elect Robert Kunze-Concewitz as Director | Management | For | For |
| 10 | Re-elect Lukas Paravicini as Director | Management | For | For |
| 11 | Re-elect Diane de Saint Victor as Director | Management | For | For |
| 12 | Re-elect Jonathan Stanton as Director | Management | For | For |
| 13 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve Share Matching Scheme | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| INDIVIOR PLC
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: INDV
SECURITY ID: GB00BN4HT335
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Barbara Ryan as Director | Management | For | For |
| 4 | Re-elect Peter Bains as Director | Management | For | For |
| 5 | Re-elect Mark Crossley as Director | Management | For | For |
| 6 | Re-elect Graham Hetherington as Director | Management | For | For |
| 7 | Re-elect Jerome Lande as Director | Management | For | For |
| 8 | Re-elect Joanna Le Couilliard as Director | Management | For | For |
| 9 | Re-elect Thomas McLellan as Director | Management | For | For |
| 10 | Re-elect Lorna Parker as Director | Management | For | For |
| 11 | Re-elect Daniel Phelan as Director | Management | For | For |
| 12 | Re-elect Ryan Preblick as Director | Management | For | For |
| 13 | Re-elect Mark Stejbach as Director | Management | For | For |
| 14 | Re-elect Juliet Thompson as Director | Management | For | For |
| 15 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 23 | Adopt New Articles of Association | Management | For | For |
| INDUSTRIA DE DISENO TEXTIL SA
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: ITX
SECURITY ID: E6282J125
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Standalone Financial Statements and Discharge of Board | Management | For | For |
| 2 | Approve Consolidated Financial Statements | Management | For | For |
| 3 | Approve Non-Financial Information Statement | Management | For | For |
| 4 | Approve Allocation of Income and Dividends | Management | For | For |
| 5.a | Ratify Appointment of and Elect Marta Ortega Perez as Director | Management | For | For |
| 5.b | Ratify Appointment of and Elect Oscar Garcia Maceiras as Director | Management | For | For |
| 5.c | Reelect Pilar Lopez Alvarez as Director | Management | For | For |
| 5.d | Reelect Rodrigo Echenique Gordillo as Director | Management | For | For |
| 6 | Appoint Ernst & Young as Auditor | Management | For | For |
| 7 | Approve Novation of the Former Executive Chairman's Post-Contractual Non-Compete Agreement | Management | For | For |
| 8 | Amend Remuneration Policy | Management | For | For |
| 9 | Advisory Vote on Remuneration Report | Management | For | For |
| 10 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 11 | Receive Amendments to Board of Directors Regulations | Management | None | None |
| INDUSTRIVARDEN AB
MEETING DATE: APR 17, 2023 |
||||
|
TICKER: INDU.A
SECURITY ID: W45430100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 4 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 7.a | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7.b | Receive Auditor's Report on Application of Guidelines for Remuneration for Executive Management | Management | None | None |
| 7.c | Receive Board's Proposal on Allocation of Income and Dividends | Management | None | None |
| 8 | Receive President's Report | Management | None | None |
| 9a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9b | Approve Allocation of Income and Dividends of SEK 7.25 per Share | Management | For | Did Not Vote |
| 9c.1 | Approve Discharge of Fredrik Lundberg | Management | For | Did Not Vote |
| 9c.2 | Approve Discharge of Par Boman | Management | For | Did Not Vote |
| 9c.3 | Approve Discharge of Christian Caspar | Management | For | Did Not Vote |
| 9c.4 | Approve Discharge of Marika Fredriksson | Management | For | Did Not Vote |
| 9c.5 | Approve Discharge of Bengt Kjell | Management | For | Did Not Vote |
| 9c.6 | Approve Discharge of Annika Lundius | Management | For | Did Not Vote |
| 9c.7 | Approve Discharge of Katarina Martinso | Management | For | Did Not Vote |
| 9c.8 | Approve Discharge of Lars Pettersson | Management | For | Did Not Vote |
| 9c.9 | Approve Discharge of Helena Stjernholm | Management | For | Did Not Vote |
| 9c.10 | Approve Discharge of Helena Stjernholm as Managing Director | Management | For | Did Not Vote |
| 10 | Determine Number of Members (8) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of SEK 2.3 Million for Chair, SEK 1.4 Million for Vice Chair and SEK 685,000 for Other Directors | Management | For | Did Not Vote |
| 12.a | Reelect Par Boman as Director | Management | For | Did Not Vote |
| 12.b | Reelect Christian Caspar as Director | Management | For | Did Not Vote |
| 12.c | Reelect Marika Fredriksson as Director | Management | For | Did Not Vote |
| 12.d | Reelect Bengt Kjell as Director | Management | For | Did Not Vote |
| 12.e | Reelect Fredrik Lundberg as Director | Management | For | Did Not Vote |
| 12.f | Reelect Katarina Martinson as Director | Management | For | Did Not Vote |
| 12.g | Reelect Lars Pettersson as Director | Management | For | Did Not Vote |
| 12.h | Reelect Helena Stjernholm as Director | Management | For | Did Not Vote |
| 12.i | Reelect Fredrik Lundberg as Board Chair | Management | For | Did Not Vote |
| 13 | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Ratify Deloitte as Auditors | Management | For | Did Not Vote |
| 16 | Approve Remuneration Report | Management | For | Did Not Vote |
| 17 | Approve Performance Share Matching Plan | Management | For | Did Not Vote |
| 18 | Close Meeting | Management | None | None |
| INPEX CORP.
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: 1605
SECURITY ID: J2467E101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 32 | Management | For | For |
| 2 | Approve Accounting Transfers | Management | For | For |
| 3.1 | Elect Director Kitamura, Toshiaki | Management | For | For |
| 3.2 | Elect Director Ueda, Takayuki | Management | For | For |
| 3.3 | Elect Director Kawano, Kenji | Management | For | For |
| 3.4 | Elect Director Kittaka, Kimihisa | Management | For | For |
| 3.5 | Elect Director Sase, Nobuharu | Management | For | For |
| 3.6 | Elect Director Yamada, Daisuke | Management | For | For |
| 3.7 | Elect Director Takimoto, Toshiaki | Management | For | For |
| 3.8 | Elect Director Yanai, Jun | Management | For | For |
| 3.9 | Elect Director Iio, Norinao | Management | For | For |
| 3.10 | Elect Director Nishimura, Atsuko | Management | For | For |
| 3.11 | Elect Director Nishikawa, Tomo | Management | For | For |
| 3.12 | Elect Director Morimoto, Hideka | Management | For | For |
| 4.1 | Appoint Statutory Auditor Kawamura, Akio | Management | For | For |
| 4.2 | Appoint Statutory Auditor Tone, Toshiya | Management | For | For |
| 4.3 | Appoint Statutory Auditor Aso, Kenichi | Management | For | Against |
| 4.4 | Appoint Statutory Auditor Akiyoshi, Mitsuru | Management | For | For |
| 4.5 | Appoint Statutory Auditor Kiba, Hiroko | Management | For | For |
| INTACT FINANCIAL CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: IFC
SECURITY ID: 45823T106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Brindamour | Management | For | For |
| 1.2 | Elect Director Emmanuel Clarke | Management | For | For |
| 1.3 | Elect Director Janet De Silva | Management | For | For |
| 1.4 | Elect Director Michael Katchen | Management | For | For |
| 1.5 | Elect Director Stephani Kingsmill | Management | For | For |
| 1.6 | Elect Director Jane E. Kinney | Management | For | For |
| 1.7 | Elect Director Robert G. Leary | Management | For | For |
| 1.8 | Elect Director Sylvie Paquette | Management | For | For |
| 1.9 | Elect Director Stuart J. Russell | Management | For | For |
| 1.10 | Elect Director Indira V. Samarasekera | Management | For | For |
| 1.11 | Elect Director Frederick Singer | Management | For | For |
| 1.12 | Elect Director Carolyn A. Wilkins | Management | For | For |
| 1.13 | Elect Director William L. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Re-approve Shareholder Rights Plan | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| INTERCONTINENTAL HOTELS GROUP PLC
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: IHG
SECURITY ID: GB00BHJYC057
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5a | Elect Michael Glover as Director | Management | For | For |
| 5b | Elect Byron Grote as Director | Management | For | For |
| 5c | Elect Deanna Oppenheimer as Director | Management | For | For |
| 5d | Re-elect Graham Allan as Director | Management | For | For |
| 5e | Re-elect Keith Barr as Director | Management | For | For |
| 5f | Re-elect Daniela Barone Soares as Director | Management | For | For |
| 5g | Re-elect Arthur de Haast as Director | Management | For | For |
| 5h | Re-elect Duriya Farooqui as Director | Management | For | For |
| 5i | Re-elect Jo Harlow as Director | Management | For | For |
| 5j | Re-elect Elie Maalouf as Director | Management | For | For |
| 5k | Re-elect Sharon Rothstein as Director | Management | For | For |
| 6 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 8 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 9 | Approve Deferred Award Plan | Management | For | For |
| 10 | Authorise Issue of Equity | Management | For | For |
| 11 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 12 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 13 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 14 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| IPSEN SA
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: IPN
SECURITY ID: F5362H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.20 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Renew Appointment of KPMG SA as Auditor | Management | For | For |
| 6 | Reelect Marc de Garidel as Director | Management | For | Against |
| 7 | Reelect Henri Beaufour as Director | Management | For | Against |
| 8 | Reelect Michele Ollier as Director | Management | For | Against |
| 9 | Approve Remuneration Policy of Directors | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of CEO and Executive Corporate Officers | Management | For | For |
| 12 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 13 | Approve Compensation of Marc de Garidel, Chairman of the Board | Management | For | For |
| 14 | Approve Compensation of David Loew, CEO | Management | For | For |
| 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Capitalization of Reserves of up to 20 Percent of Issued Share Capital for Bonus Issue or Increase in Par Value | Management | For | For |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to 20 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to 10 Percent of Issued Share Capital | Management | For | For |
| 20 | Approve Issuance of up to 10 Percent of Issued Capital Per Year for a Private Placement | Management | For | For |
| 21 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 18 to 20 | Management | For | For |
| 22 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize up to 3 Percent of Issued Capital for Use in Stock Option Plans | Management | For | For |
| 25 | Amend Article 16.1 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 26 | Amend Article 16.6 of Bylaws Re: Minutes of Board Deliberations | Management | For | For |
| 27 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| ISRAEL DISCOUNT BANK LTD.
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: DSCT
SECURITY ID: 465074201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Discuss Financial Statements and the Report of the Board | Management | None | None |
| 2 | Reappoint Ziv Haft & Co. and Somekh Chaikin as Joint Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3.1 | Elect Danny Yamin as External Director | Management | For | For |
| 3.2 | Elect Guy Richker as External Director | Management | For | Abstain |
| 4 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Management | For | For |
| 5 | Approve Update Employment Terms of Shaul Kobrinsky, Chairman and Amend Compensation Policy for the Directors and Officers of the Company Accordingly | Management | For | For |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B3 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Management | None | For |
| ISRAEL DISCOUNT BANK LTD.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: DSCT
SECURITY ID: 465074201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Compensation Policy for the Directors and Officers of the Company | Management | For | For |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B3 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Management | None | For |
| ITOCHU CORP.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 8001
SECURITY ID: J2501P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 75 | Management | For | For |
| 2.1 | Elect Director Okafuji, Masahiro | Management | For | For |
| 2.2 | Elect Director Ishii, Keita | Management | For | For |
| 2.3 | Elect Director Kobayashi, Fumihiko | Management | For | For |
| 2.4 | Elect Director Hachimura, Tsuyoshi | Management | For | For |
| 2.5 | Elect Director Tsubai, Hiroyuki | Management | For | For |
| 2.6 | Elect Director Naka, Hiroyuki | Management | For | For |
| 2.7 | Elect Director Kawana, Masatoshi | Management | For | For |
| 2.8 | Elect Director Nakamori, Makiko | Management | For | For |
| 2.9 | Elect Director Ishizuka, Kunio | Management | For | For |
| 2.10 | Elect Director Ito, Akiko | Management | For | For |
| 3.1 | Appoint Statutory Auditor Matoba, Yoshiko | Management | For | For |
| 3.2 | Appoint Statutory Auditor Uryu, Kentaro | Management | For | For |
| 3.3 | Appoint Statutory Auditor Fujita, Tsutomu | Management | For | For |
| 3.4 | Appoint Statutory Auditor Kobayashi, Kumi | Management | For | For |
| J SAINSBURY PLC
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: SBRY
SECURITY ID: G77732173
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Jo Bertram as Director | Management | For | For |
| 5 | Re-elect Brian Cassin as Director | Management | For | For |
| 6 | Re-elect Jo Harlow as Director | Management | For | For |
| 7 | Re-elect Adrian Hennah as Director | Management | For | For |
| 8 | Re-elect Tanuj Kapilashrami as Director | Management | For | For |
| 9 | Re-elect Kevin O'Byrne as Director | Management | For | For |
| 10 | Re-elect Simon Roberts as Director | Management | For | For |
| 11 | Re-elect Martin Scicluna as Director | Management | For | For |
| 12 | Re-elect Keith Weed as Director | Management | For | For |
| 13 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 21 | Shareholder Resolution on Living Wage Accreditation | Shareholder | Against | Against |
| JAPAN POST HOLDINGS CO., LTD.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 6178
SECURITY ID: J2800D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Masuda, Hiroya | Management | For | For |
| 1.2 | Elect Director Iizuka, Atsushi | Management | For | For |
| 1.3 | Elect Director Ikeda, Norito | Management | For | For |
| 1.4 | Elect Director Senda, Tetsuya | Management | For | For |
| 1.5 | Elect Director Tanigaki, Kunio | Management | For | For |
| 1.6 | Elect Director Okamoto, Tsuyoshi | Management | For | For |
| 1.7 | Elect Director Koezuka, Miharu | Management | For | For |
| 1.8 | Elect Director Akiyama, Sakie | Management | For | For |
| 1.9 | Elect Director Kaiami, Makoto | Management | For | For |
| 1.10 | Elect Director Satake, Akira | Management | For | For |
| 1.11 | Elect Director Suwa, Takako | Management | For | For |
| 1.12 | Elect Director Ito, Yayoi | Management | For | For |
| 1.13 | Elect Director Oeda, Hiroshi | Management | For | For |
| 1.14 | Elect Director Kimura, Miyoko | Management | For | For |
| 1.15 | Elect Director Shindo, Kosei | Management | For | For |
| JAPAN TOBACCO, INC.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 2914
SECURITY ID: J27869106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 113 | Management | For | For |
| 2.1 | Elect Director Iwai, Mutsuo | Management | For | For |
| 2.2 | Elect Director Okamoto, Shigeaki | Management | For | For |
| 2.3 | Elect Director Terabatake, Masamichi | Management | For | For |
| 2.4 | Elect Director Hirowatari, Kiyohide | Management | For | For |
| 2.5 | Elect Director Nakano, Kei | Management | For | For |
| 2.6 | Elect Director Koda, Main | Management | For | For |
| 2.7 | Elect Director Nagashima, Yukiko | Management | For | For |
| 2.8 | Elect Director Kitera, Masato | Management | For | For |
| 2.9 | Elect Director Shoji, Tetsuya | Management | For | For |
| 3.1 | Appoint Statutory Auditor Kashiwakura, Hideaki | Management | For | For |
| 3.2 | Appoint Statutory Auditor Hashimoto, Tsutomu | Management | For | For |
| 3.3 | Appoint Statutory Auditor Taniuchi, Shigeru | Management | For | Against |
| 3.4 | Appoint Statutory Auditor Inada, Nobuo | Management | For | For |
| 3.5 | Appoint Statutory Auditor Yamashina, Hiroko | Management | For | For |
| 4 | Approve Fixed Cash Compensation Ceiling and Performance-Based Cash Compensation Ceiling for Directors, Restricted Stock Plan and Performance Share Plan | Management | For | For |
| 5 | Amend Articles to Introduce Provision on Management of Subsidiaries | Shareholder | Against | Against |
| 6 | Amend Articles to Prohibit Appointments of Officials of Japan Tobacco or its Affiliated Companies to the Board of Japan Tobacco's Listed Subsidiary | Shareholder | Against | Against |
| 7 | Amend Articles to Ban Borrowing and Lending with Japan Tobacco's Listed Subsidiary via Cash Management System | Shareholder | Against | Against |
| 8 | Initiate Share Repurchase Program | Shareholder | Against | Against |
| JARDINE MATHESON HOLDINGS LTD.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: JARB
SECURITY ID: G50736100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Re-elect David Hsu as Director | Management | For | Against |
| 4 | Re-elect Adam Keswick as Director | Management | For | Abstain |
| 5 | Re-elect Anthony Nightingale as Director | Management | For | Against |
| 6 | Appoint PricewaterhouseCoopers, Hong Kong as Auditors and Authorise Their Remuneration | Management | For | For |
| 7 | Authorise Issue of Equity | Management | For | For |
| JB HI-FI LIMITED
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: JBH
SECURITY ID: Q5029L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Mark Powell as Director | Management | For | For |
| 2b | Elect Beth Laughton as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4a | Approve Grant of Restricted Shares to Terry Smart | Management | For | For |
| 4b | Approve Grant of Restricted Shares to Nick Wells | Management | For | For |
| JDE PEET'S NV
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: JDEP
SECURITY ID: N44664105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Board Report (Non-Voting) | Management | None | None |
| 2.b | Approve Remuneration Report | Management | For | Against |
| 2.c | Adopt Financial Statements | Management | For | For |
| 3.a | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3.b | Approve Dividends | Management | For | For |
| 4.a | Approve Discharge of Executive Directors | Management | For | For |
| 4.b | Approve Discharge of Non-Executive Directors | Management | For | For |
| 5.a | Elect Patricia Capel as Non-Executive Director | Management | For | For |
| 5.b | Elect Jeroen Katgert as Non-Executive Director | Management | For | For |
| 6 | Reappoint Deloitte Accountants B.V. as Auditors | Management | For | For |
| 7.a | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 7.b | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 7.c | Grant Board Authority to Issue Shares Up To 40 Percent of Issued Capital in Connection with a Rights Issue | Management | For | For |
| 8 | Approve Reduction in Share Capital through Cancellation of Shares | Management | For | For |
| 9 | Other Business (Non-Voting) | Management | None | None |
| 10 | Discuss Voting Results | Management | None | None |
| 11 | Close Meeting | Management | None | None |
| JERONIMO MARTINS SGPS SA
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: JMT
SECURITY ID: X40338109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Individual and Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Appraise Management and Supervision of Company and Approve Vote of Confidence to Corporate Bodies | Management | For | For |
| 4 | Approve Remuneration Policy | Management | For | Against |
| 5 | Appoint Alternate Auditor for 2022-2024 Period | Management | For | For |
| KAJIMA CORP.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 1812
SECURITY ID: J29223120
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 41 | Management | For | For |
| 2.1 | Elect Director Oshimi, Yoshikazu | Management | For | Against |
| 2.2 | Elect Director Amano, Hiromasa | Management | For | Against |
| 2.3 | Elect Director Koshijima, Keisuke | Management | For | For |
| 2.4 | Elect Director Ishikawa, Hiroshi | Management | For | For |
| 2.5 | Elect Director Katsumi, Takeshi | Management | For | For |
| 2.6 | Elect Director Uchida, Ken | Management | For | For |
| 2.7 | Elect Director Kazama, Masaru | Management | For | For |
| 2.8 | Elect Director Saito, Kiyomi | Management | For | For |
| 2.9 | Elect Director Suzuki, Yoichi | Management | For | For |
| 2.10 | Elect Director Saito, Tamotsu | Management | For | For |
| 2.11 | Elect Director Iijima, Masami | Management | For | For |
| 2.12 | Elect Director Terawaki, Kazumine | Management | For | For |
| 3 | Appoint Statutory Auditor Takeishi, Emiko | Management | For | For |
| 4 | Approve Annual Bonus Ceiling for Directors | Management | For | For |
| 5 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| KDDI CORP.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 9433
SECURITY ID: J31843105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 70 | Management | For | For |
| 2 | Amend Articles to Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Tanaka, Takashi | Management | For | For |
| 3.2 | Elect Director Takahashi, Makoto | Management | For | For |
| 3.3 | Elect Director Amamiya, Toshitake | Management | For | For |
| 3.4 | Elect Director Yoshimura, Kazuyuki | Management | For | For |
| 3.5 | Elect Director Kuwahara, Yasuaki | Management | For | For |
| 3.6 | Elect Director Matsuda, Hiromichi | Management | For | For |
| 3.7 | Elect Director Yamaguchi, Goro | Management | For | For |
| 3.8 | Elect Director Yamamoto, Keiji | Management | For | For |
| 3.9 | Elect Director Goto, Shigeki | Management | For | For |
| 3.10 | Elect Director Tannowa, Tsutomu | Management | For | For |
| 3.11 | Elect Director Okawa, Junko | Management | For | For |
| 3.12 | Elect Director Okumiya, Kyoko | Management | For | For |
| KNORR-BREMSE AG
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: KBX
SECURITY ID: D4S43E114
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 1.45 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | Against |
| 7 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8 | Approve Creation of EUR 32.2 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Management | For | For |
| 9 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 1.5 Billion; Approve Creation of EUR 16.1 Million Pool of Capital to Guarantee Conversion Rights | Management | For | For |
| 10 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 11 | Approve Affiliation Agreement with Knorr-Bremse Systeme fuer Nutzfahrzeuge GmbH | Management | For | For |
| KONE OYJ
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: KNEBV
SECURITY ID: X4551T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 4 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 5 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8 | Approve Allocation of Income and Dividends of EUR 1.7475 per Class A Share and EUR 1.75 per Class B Share | Management | For | Did Not Vote |
| 9 | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of EUR 220,000 for Chairman, EUR 125,000 for Vice Chairman, and EUR 110,000 for Other Directors | Management | For | Did Not Vote |
| 12 | Fix Number of Directors at Nine | Management | For | Did Not Vote |
| 13.a | Reelect Matti Alahuhta as Director | Management | For | Did Not Vote |
| 13.b | Reelect Susan Duinhoven as Director | Management | For | Did Not Vote |
| 13.c | Elect Marika Fredriksson as New Director | Management | For | Did Not Vote |
| 13.d | Reelect Antti Herlin as Director | Management | For | Did Not Vote |
| 13.e | Reelect Iiris Herlin as Director | Management | For | Did Not Vote |
| 13.f | Reelect Jussi Herlin as Director | Management | For | Did Not Vote |
| 13.g | Reelect Ravi Kant as Director | Management | For | Did Not Vote |
| 13.h | Elect Marcela Manubens as New Director | Management | For | Did Not Vote |
| 13.i | Reelect Krishna Mikkilineni as Director | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Elect One Auditor for the Term Ending on the Conclusion of AGM 2023 | Management | For | Did Not Vote |
| 16 | Ratify Ernst & Young as Auditors | Management | For | Did Not Vote |
| 17 | Amend Articles Re: Company Business; General Meeting Participation | Management | For | Did Not Vote |
| 18 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 19 | Approve Issuance of Shares and Options without Preemptive Rights | Management | For | Did Not Vote |
| 20 | Close Meeting | Management | None | None |
| KONINKLIJKE AHOLD DELHAIZE NV
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: AD
SECURITY ID: N0074E105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4 | Adopt Financial Statements | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Discharge of Management Board | Management | For | For |
| 8 | Approve Discharge of Supervisory Board | Management | For | For |
| 9 | Reelect Peter Agnefjall to Supervisory Board | Management | For | For |
| 10 | Reelect Bill McEwan to Supervisory Board | Management | For | For |
| 11 | Reelect Katie Doyle to Supervisory Board | Management | For | For |
| 12 | Elect Julia Vander Ploeg to Supervisory Board | Management | For | For |
| 13 | Reelect Frans Muller to Management Board | Management | For | For |
| 14 | Elect JJ Fleeman to Management Board | Management | For | For |
| 15 | Ratify KPMG Accountants N.V. as Auditors | Management | For | For |
| 16 | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 17 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 18 | Authorize Board to Acquire Common Shares | Management | For | For |
| 19 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 20 | Close Meeting | Management | None | None |
| L'OREAL SA
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: OR
SECURITY ID: F58149133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 6 per Share and an Extra of EUR 0.60 per Share to Long Term Registered Shares | Management | For | For |
| 4 | Reelect Sophie Bellon as Director | Management | For | For |
| 5 | Reelect Fabienne Dulac as Director | Management | For | For |
| 6 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1.7 Million | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | Against |
| 8 | Approve Compensation of Jean-Paul Agon, Chairman of the Board | Management | For | For |
| 9 | Approve Compensation of Nicolas Hieronimus, CEO | Management | For | For |
| 10 | Approve Remuneration Policy of Directors | Management | For | For |
| 11 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 12 | Approve Remuneration Policy of CEO | Management | For | For |
| 13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 149,852,237.36 | Management | For | For |
| 15 | Authorize Capitalization of Reserves for Bonus Issue or Increase in Par Value | Management | For | For |
| 16 | Authorize Capital Increase of up to 2 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 17 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 18 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 19 | Approve Contribution in Kind of 25,383,118 Shares from Affaires Marche France et Domaines d'Excellence and Luxury of Retail, their Valuation and Remuneration | Management | For | For |
| 20 | Approve Contribution in Kind of 1,277,836 Shares from l'Oreal International Distribution, its Valuation and Remuneration | Management | For | For |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| LA FRANCAISE DES JEUX SA
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: FDJ
SECURITY ID: F55896108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.37 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Reelect Fabienne Dulac as Director | Management | For | For |
| 6 | Reelect Francoise Gri as Director | Management | For | For |
| 7 | Reelect Corinne Lejbowicz as Director | Management | For | For |
| 8 | Elect Philippe Lazare as Director | Management | For | For |
| 9 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 10 | Approve Compensation of Stephane Pallez, Chairman and CEO | Management | For | For |
| 11 | Approve Compensation of Charles Lantieri, Vice-CEO | Management | For | For |
| 12 | Approve Remuneration Policy of Corporate Officers | Management | For | For |
| 13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to 20 Percent of Issued Capital | Management | For | For |
| 15 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to 10 Percent of Issued Capital | Management | For | For |
| 16 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors or Restricted Number of Investors, up to 10 Percent of Issued Capital | Management | For | For |
| 17 | Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights | Management | For | For |
| 18 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | For |
| 19 | Authorize Capitalization of Reserves for Bonus Issue or Increase in Par Value | Management | For | For |
| 20 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Future Exchange Offers | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| LOBLAW COMPANIES LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: L
SECURITY ID: 539481101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott B. Bonham | Management | For | For |
| 1.2 | Elect Director Shelley G. Broader | Management | For | For |
| 1.3 | Elect Director Christie J.B. Clark | Management | For | For |
| 1.4 | Elect Director Daniel Debow | Management | For | For |
| 1.5 | Elect Director William A. Downe | Management | For | For |
| 1.6 | Elect Director Janice Fukakusa | Management | For | For |
| 1.7 | Elect Director M. Marianne Harris | Management | For | For |
| 1.8 | Elect Director Kevin Holt | Management | For | For |
| 1.9 | Elect Director Claudia Kotchka | Management | For | For |
| 1.10 | Elect Director Sarah Raiss | Management | For | For |
| 1.11 | Elect Director Galen G. Weston | Management | For | For |
| 1.12 | Elect Director Cornell Wright | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| LVMH MOET HENNESSY LOUIS VUITTON SE
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: MC
SECURITY ID: F58485115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 12.00 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | Against |
| 5 | Reelect Delphine Arnault as Director | Management | For | Against |
| 6 | Reelect Antonio Belloni as Director | Management | For | Against |
| 7 | Reelect Marie-Josee Kravis as Director | Management | For | Against |
| 8 | Reelect Marie-Laure Sauty de Chalon as Director | Management | For | For |
| 9 | Reelect Natacha Valla as Director | Management | For | For |
| 10 | Elect Laurent Mignon as Director | Management | For | For |
| 11 | Renew Appointment of Lord Powell of Bayswater as Censor | Management | For | Against |
| 12 | Appoint Diego Della Valle as Censor | Management | For | Against |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | Against |
| 14 | Approve Compensation of Bernard Arnault, Chairman and CEO | Management | For | Against |
| 15 | Approve Compensation of Antonio Belloni, Vice-CEO | Management | For | Against |
| 16 | Approve Remuneration Policy of Directors | Management | For | For |
| 17 | Approve Remuneration Policy of Chairman and CEO | Management | For | Against |
| 18 | Approve Remuneration Policy of Vice-CEO | Management | For | Against |
| 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 21 | Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 22 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 23 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 25 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | For |
| 26 | Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers | Management | For | For |
| 27 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 28 | Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | Management | For | For |
| 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million | Management | For | For |
| MAN GROUP PLC (JERSEY)
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: EMG
SECURITY ID: JE00BJ1DLW90
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Lucinda Bell as Director | Management | For | For |
| 5 | Re-elect Richard Berliand as Director | Management | For | For |
| 6 | Re-elect John Cryan as Director | Management | For | For |
| 7 | Re-elect Luke Ellis as Director | Management | For | For |
| 8 | Re-elect Antoine Forterre as Director | Management | For | For |
| 9 | Re-elect Jacqueline Hunt as Director (Withdrawn) | Management | None | None |
| 10 | Re-elect Cecelia Kurzman as Director | Management | For | For |
| 11 | Elect Alberto Musalem as Director | Management | For | For |
| 12 | Re-elect Anne Wade as Director | Management | For | For |
| 13 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| MANULIFE FINANCIAL CORP.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MFC
SECURITY ID: 56501R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1.2 | Elect Director Guy L.T. Bainbridge | Management | For | For |
| 1.3 | Elect Director Susan F. Dabarno | Management | For | For |
| 1.4 | Elect Director Julie E. Dickson | Management | For | For |
| 1.5 | Elect Director Roy Gori | Management | For | For |
| 1.6 | Elect Director Tsun-yan Hsieh | Management | For | For |
| 1.7 | Elect Director Vanessa Kanu | Management | For | For |
| 1.8 | Elect Director Donald R. Lindsay | Management | For | For |
| 1.9 | Elect Director C. James Prieur | Management | For | For |
| 1.10 | Elect Director Andrea S. Rosen | Management | For | For |
| 1.11 | Elect Director May Tan | Management | For | For |
| 1.12 | Elect Director Leagh E. Turner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| MEDIBANK PRIVATE LIMITED
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: MPL
SECURITY ID: Q5921Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Elect Peter Everingham as Director | Management | For | For |
| 3 | Elect Kathryn Fagg as Director | Management | For | For |
| 4 | Elect David Fagan as Director | Management | For | For |
| 5 | Elect Linda Bardo Nicholls as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Grant of Performance Rights to David Koczkar | Management | For | For |
| 8 | Approve the Amendments to the Company's Constitution | Management | For | For |
| MERCK KGAA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: MRK
SECURITY ID: D5357W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.20 per Share | Management | For | For |
| 4 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 2.5 Billion; Approve Creation of EUR 16.8 Million Pool of Capital to Guarantee Conversion Rights | Management | For | For |
| 8.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| MITSUBISHI CORP.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 8058
SECURITY ID: J43830116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 103 | Management | For | For |
| 2.1 | Elect Director Kakiuchi, Takehiko | Management | For | For |
| 2.2 | Elect Director Nakanishi, Katsuya | Management | For | For |
| 2.3 | Elect Director Tanaka, Norikazu | Management | For | For |
| 2.4 | Elect Director Kashiwagi, Yutaka | Management | For | For |
| 2.5 | Elect Director Nochi, Yuzo | Management | For | For |
| 2.6 | Elect Director Tatsuoka, Tsuneyoshi | Management | For | For |
| 2.7 | Elect Director Miyanaga, Shunichi | Management | For | For |
| 2.8 | Elect Director Akiyama, Sakie | Management | For | For |
| 2.9 | Elect Director Sagiya, Mari | Management | For | For |
| 3 | Appoint Statutory Auditor Murakoshi, Akira | Management | For | For |
| 4 | Approve Performance-Based Cash Compensation Ceiling for Directors | Management | For | For |
| 5 | Amend Articles to Disclose Greenhouse Gas Emission Reduction Targets Aligned with Goals of Paris Agreement | Shareholder | Against | Against |
| 6 | Amend Articles to Disclose Evaluation concerning Consistency between Capital Expenditures and Net Zero Greenhouse Gas Emissions by 2050 Commitment | Shareholder | Against | Against |
| MITSUBISHI HC CAPITAL INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 8593
SECURITY ID: J4706D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yanai, Takahiro | Management | For | For |
| 1.2 | Elect Director Hisai, Taiju | Management | For | For |
| 1.3 | Elect Director Nishiura, Kanji | Management | For | For |
| 1.4 | Elect Director Anei, Kazumi | Management | For | For |
| 1.5 | Elect Director Sato, Haruhiko | Management | For | For |
| 1.6 | Elect Director Nakata, Hiroyasu | Management | For | For |
| 1.7 | Elect Director Sasaki, Yuri | Management | For | For |
| 1.8 | Elect Director Kuga, Takuya | Management | For | For |
| 2 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| MITSUI & CO., LTD.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 8031
SECURITY ID: J44690139
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 75 | Management | For | For |
| 2.1 | Elect Director Yasunaga, Tatsuo | Management | For | For |
| 2.2 | Elect Director Hori, Kenichi | Management | For | For |
| 2.3 | Elect Director Uno, Motoaki | Management | For | For |
| 2.4 | Elect Director Takemasu, Yoshiaki | Management | For | For |
| 2.5 | Elect Director Nakai, Kazumasa | Management | For | For |
| 2.6 | Elect Director Shigeta, Tetsuya | Management | For | For |
| 2.7 | Elect Director Sato, Makoto | Management | For | For |
| 2.8 | Elect Director Matsui, Toru | Management | For | For |
| 2.9 | Elect Director Daikoku, Tetsuya | Management | For | For |
| 2.10 | Elect Director Samuel Walsh | Management | For | For |
| 2.11 | Elect Director Uchiyamada, Takeshi | Management | For | For |
| 2.12 | Elect Director Egawa, Masako | Management | For | For |
| 2.13 | Elect Director Ishiguro, Fujiyo | Management | For | For |
| 2.14 | Elect Director Sarah L. Casanova | Management | For | For |
| 2.15 | Elect Director Jessica Tan Soon Neo | Management | For | For |
| 3.1 | Appoint Statutory Auditor Fujiwara, Hirotatsu | Management | For | For |
| 3.2 | Appoint Statutory Auditor Hayashi, Makoto | Management | For | For |
| 3.3 | Appoint Statutory Auditor Shiotani, Kimiro | Management | For | For |
| MIZRAHI TEFAHOT BANK LTD.
MEETING DATE: AUG 09, 2022 |
||||
|
TICKER: MZTF
SECURITY ID: M7031A135
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reelect Joseph Fellus as External Director | Management | For | For |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B3 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Management | None | For |
| MIZRAHI TEFAHOT BANK LTD.
MEETING DATE: DEC 21, 2022 |
||||
|
TICKER: MZTF
SECURITY ID: M7031A135
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Discuss Financial Statements and the Report of the Board | Management | None | None |
| 2 | Reappoint Brightman Almagor Zohar & Co. as Auditors and Report on Fees Paid to the Auditors | Management | For | For |
| 3.1 | Reelect Moshe Vidman as Director | Management | For | For |
| 3.2 | Reelect Ron Gazit as Director | Management | For | For |
| 3.3 | Reelect Jonathan Kaplan as Director | Management | For | For |
| 3.4 | Reelect Avraham Zeldman as Director | Management | For | Against |
| 3.5 | Reelect Ilan Kremer as Director | Management | For | For |
| 3.6 | Reelect Eli Alroy as Director | Management | For | For |
| MIZRAHI TEFAHOT BANK LTD.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: MZTF
SECURITY ID: M7031A135
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Cash Grant to Two Officers | Management | For | For |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B3 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Management | None | For |
| MIZUHO FINANCIAL GROUP, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 8411
SECURITY ID: J4599L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kobayashi, Yoshimitsu | Management | For | For |
| 1.2 | Elect Director Sato, Ryoji | Management | For | For |
| 1.3 | Elect Director Tsukioka, Takashi | Management | For | For |
| 1.4 | Elect Director Ono, Kotaro | Management | For | For |
| 1.5 | Elect Director Shinohara, Hiromichi | Management | For | For |
| 1.6 | Elect Director Yamamoto, Masami | Management | For | For |
| 1.7 | Elect Director Kobayashi, Izumi | Management | For | For |
| 1.8 | Elect Director Noda, Yumiko | Management | For | For |
| 1.9 | Elect Director Imai, Seiji | Management | For | Against |
| 1.10 | Elect Director Hirama, Hisaaki | Management | For | For |
| 1.11 | Elect Director Kihara, Masahiro | Management | For | Against |
| 1.12 | Elect Director Umemiya, Makoto | Management | For | For |
| 1.13 | Elect Director Wakabayashi, Motonori | Management | For | For |
| 1.14 | Elect Director Kaminoyama, Nobuhiro | Management | For | For |
| 2 | Amend Articles to Disclose Transition Plan to Align Lending and Investment Portfolios with Goals of Paris Agreement | Shareholder | Against | Against |
| MONCLER SPA
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: MONC
SECURITY ID: T6730E110
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1.2 | Approve Allocation of Income | Management | For | For |
| 2 | Approve Second Section of the Remuneration Report | Management | For | For |
| 3 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 4.1.1 | Slate 1 Submitted by Double R Srl | Shareholder | None | For |
| 4.1.2 | Slate 2 Submitted by Institutional Investors (Assogestioni) | Shareholder | None | Against |
| 4.2 | Appoint Chairman of Internal Statutory Auditors | Shareholder | None | For |
| 4.3 | Approve Internal Auditors' Remuneration | Shareholder | None | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| NATIONAL BANK OF CANADA
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: NA
SECURITY ID: 633067103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maryse Bertrand | Management | For | For |
| 1.2 | Elect Director Pierre Blouin | Management | For | For |
| 1.3 | Elect Director Pierre Boivin | Management | For | For |
| 1.4 | Elect Director Yvon Charest | Management | For | For |
| 1.5 | Elect Director Patricia Curadeau-Grou | Management | For | For |
| 1.6 | Elect Director Laurent Ferreira | Management | For | For |
| 1.7 | Elect Director Annick Guerard | Management | For | For |
| 1.8 | Elect Director Karen Kinsley | Management | For | For |
| 1.9 | Elect Director Lynn Loewen | Management | For | For |
| 1.10 | Elect Director Rebecca McKillican | Management | For | For |
| 1.11 | Elect Director Robert Pare | Management | For | For |
| 1.12 | Elect Director Pierre Pomerleau | Management | For | For |
| 1.13 | Elect Director Lino A. Saputo | Management | For | For |
| 1.14 | Elect Director Macky Tall | Management | For | Withhold |
| 2 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 3 | Ratify Deloitte LLP as Auditors | Management | For | For |
| 4 | SP 1: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| NEXON CO., LTD.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 3659
SECURITY ID: J4914X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Owen Mahoney | Management | For | Against |
| 1.2 | Elect Director Uemura, Shiro | Management | For | For |
| 1.3 | Elect Director Junghun Lee | Management | For | For |
| 1.4 | Elect Director Patrick Soderlund | Management | For | For |
| 1.5 | Elect Director Mitchell Lasky | Management | For | For |
| 2 | Approve Deep Discount Stock Option Plan | Management | For | For |
| NIPPON TELEGRAPH & TELEPHONE CORP.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: 9432
SECURITY ID: J59396101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 60 | Management | For | For |
| 2.1 | Appoint Statutory Auditor Yanagi, Keiichiro | Management | For | For |
| 2.2 | Appoint Statutory Auditor Takahashi, Kanae | Management | For | For |
| 2.3 | Appoint Statutory Auditor Kanda, Hideki | Management | For | For |
| 2.4 | Appoint Statutory Auditor Kashima, Kaoru | Management | For | For |
| NISSAN CHEMICAL CORP.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 4021
SECURITY ID: J56988108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 94 | Management | For | For |
| 2.1 | Elect Director Kinoshita, Kojiro | Management | For | For |
| 2.2 | Elect Director Yagi, Shinsuke | Management | For | For |
| 2.3 | Elect Director Honda, Takashi | Management | For | For |
| 2.4 | Elect Director Ishikawa, Motoaki | Management | For | For |
| 2.5 | Elect Director Daimon, Hideki | Management | For | For |
| 2.6 | Elect Director Matsuoka, Takeshi | Management | For | For |
| 2.7 | Elect Director Obayashi, Hidehito | Management | For | For |
| 2.8 | Elect Director Kataoka, Kazunori | Management | For | For |
| 2.9 | Elect Director Nakagawa, Miyuki | Management | For | For |
| 2.10 | Elect Director Takeoka, Yuko | Management | For | For |
| NITERRA CO., LTD.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 5334
SECURITY ID: J49119100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Odo, Shinichi | Management | For | For |
| 1.2 | Elect Director Kawai, Takeshi | Management | For | For |
| 1.3 | Elect Director Matsui, Toru | Management | For | For |
| 1.4 | Elect Director Mackenzie Donald Clugston | Management | For | For |
| 1.5 | Elect Director Doi, Miwako | Management | For | For |
| 1.6 | Elect Director Takakura, Chiharu | Management | For | For |
| 1.7 | Elect Director Mimura, Takayoshi | Management | For | For |
| NOVARTIS AG
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: NOVN
SECURITY ID: H5820Q150
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of CHF 3.20 per Share | Management | For | Did Not Vote |
| 4 | Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 5 | Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital | Management | For | Did Not Vote |
| 6.1 | Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings | Management | For | Did Not Vote |
| 6.2 | Amend Articles of Association | Management | For | Did Not Vote |
| 6.3 | Amend Articles of Association | Management | For | Did Not Vote |
| 7.1 | Approve Remuneration of Directors in the Amount of CHF 8.8 Million | Management | For | Did Not Vote |
| 7.2 | Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million | Management | For | Did Not Vote |
| 7.3 | Approve Remuneration Report | Management | For | Did Not Vote |
| 8.1 | Reelect Joerg Reinhardt as Director and Board Chair | Management | For | Did Not Vote |
| 8.2 | Reelect Nancy Andrews as Director | Management | For | Did Not Vote |
| 8.3 | Reelect Ton Buechner as Director | Management | For | Did Not Vote |
| 8.4 | Reelect Patrice Bula as Director | Management | For | Did Not Vote |
| 8.5 | Reelect Elizabeth Doherty as Director | Management | For | Did Not Vote |
| 8.6 | Reelect Bridgette Heller as Director | Management | For | Did Not Vote |
| 8.7 | Reelect Daniel Hochstrasser as Director | Management | For | Did Not Vote |
| 8.8 | Reelect Frans van Houten as Director | Management | For | Did Not Vote |
| 8.9 | Reelect Simon Moroney as Director | Management | For | Did Not Vote |
| 8.10 | Reelect Ana de Pro Gonzalo as Director | Management | For | Did Not Vote |
| 8.11 | Reelect Charles Sawyers as Director | Management | For | Did Not Vote |
| 8.12 | Reelect William Winters as Director | Management | For | Did Not Vote |
| 8.13 | Elect John Young as Director | Management | For | Did Not Vote |
| 9.1 | Reappoint Patrice Bula as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.2 | Reappoint Bridgette Heller as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.3 | Reappoint Simon Moroney as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.4 | Reappoint William Winters as Member of the Compensation Committee | Management | For | Did Not Vote |
| 10 | Ratify KPMG AG as Auditors | Management | For | Did Not Vote |
| 11 | Designate Peter Zahn as Independent Proxy | Management | For | Did Not Vote |
| 12 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| NOVO NORDISK A/S
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: NOVO.B
SECURITY ID: K72807132
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of DKK 8.15 Per Share | Management | For | Did Not Vote |
| 4 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 5.1 | Approve Remuneration of Directors in the Aggregate Amount of DKK 20.2 Million | Management | For | Did Not Vote |
| 5.2 | Approve Remuneration of Directors in the Amount of DKK 3.1 Million for the Chairman, DKK 1.56 Million for the Vice Chairman, and DKK 784,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 5.3 | Amendment to Remuneration Policy for Board of Directors and Executive Management | Management | For | Did Not Vote |
| 6.1 | Reelect Helge Lund as Board Chairman | Management | For | Did Not Vote |
| 6.2 | Reelect Henrik Poulsen as Vice Chairman | Management | For | Did Not Vote |
| 6.3a | Reelect Laurence Debroux as Director | Management | For | Did Not Vote |
| 6.3b | Reelect Andreas Fibig as Director | Management | For | Did Not Vote |
| 6.3c | Reelect Sylvie Gregoire as Director | Management | For | Did Not Vote |
| 6.3d | Reelect Kasim Kutay as Director | Management | For | Did Not Vote |
| 6.3e | Reelect Christina Law as Director | Management | For | Did Not Vote |
| 6.3f | Reelect Martin Mackay as Director | Management | For | Did Not Vote |
| 7 | Ratify Deloitte as Auditor | Management | For | Did Not Vote |
| 8.1 | Approve DKK 5 Million Reduction in Share Capital via Share Cancellation of B Shares | Management | For | Did Not Vote |
| 8.2 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 8.3 | Approve Creation of DKK 45.1 Million Pool of Capital with Preemptive Rights; Approve Creation of DKK 45.1 Million Pool of Capital without Preemptive Rights; Maximum Increase in Share Capital under Both Authorizations up to DKK 45.1 Million | Management | For | Did Not Vote |
| 8.4 | Product Pricing Proposal | Shareholder | Against | Did Not Vote |
| 9 | Other Business | Management | None | None |
| NUTRIEN LTD.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: NTR
SECURITY ID: 67077M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher M. Burley | Management | For | For |
| 1.2 | Elect Director Maura J. Clark | Management | For | For |
| 1.3 | Elect Director Russell K. Girling | Management | For | For |
| 1.4 | Elect Director Michael J. Hennigan | Management | For | For |
| 1.5 | Elect Director Miranda C. Hubbs | Management | For | For |
| 1.6 | Elect Director Raj S. Kushwaha | Management | For | For |
| 1.7 | Elect Director Alice D. Laberge | Management | For | For |
| 1.8 | Elect Director Consuelo E. Madere | Management | For | For |
| 1.9 | Elect Director Keith G. Martell | Management | For | For |
| 1.10 | Elect Director Aaron W. Regent | Management | For | For |
| 1.11 | Elect Director Ken A. Seitz | Management | For | For |
| 1.12 | Elect Director Nelson L. C. Silva | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| OBAYASHI CORP.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 1802
SECURITY ID: J59826107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 21 | Management | For | For |
| 2 | Amend Articles to Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Obayashi, Takeo | Management | For | Against |
| 3.2 | Elect Director Hasuwa, Kenji | Management | For | Against |
| 3.3 | Elect Director Sasagawa, Atsushi | Management | For | For |
| 3.4 | Elect Director Nohira, Akinobu | Management | For | For |
| 3.5 | Elect Director Murata, Toshihiko | Management | For | For |
| 3.6 | Elect Director Sato, Toshimi | Management | For | For |
| 3.7 | Elect Director Izumiya, Naoki | Management | For | For |
| 3.8 | Elect Director Kobayashi, Yoko | Management | For | For |
| 3.9 | Elect Director Orii, Masako | Management | For | For |
| 3.10 | Elect Director Kato, Hiroyuki | Management | For | For |
| 3.11 | Elect Director Kuroda, Yukiko | Management | For | For |
| 4 | Appoint Statutory Auditor Kuwayama, Shinya | Management | For | For |
| 5 | Approve Additional Special Dividend of JPY 12 | Shareholder | Against | Against |
| OBIC CO. LTD.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 4684
SECURITY ID: J5946V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 140 | Management | For | For |
| 2.1 | Elect Director Noda, Masahiro | Management | For | For |
| 2.2 | Elect Director Tachibana, Shoichi | Management | For | For |
| 2.3 | Elect Director Kawanishi, Atsushi | Management | For | For |
| 2.4 | Elect Director Fujimoto, Takao | Management | For | For |
| 2.5 | Elect Director Okada, Takeshi | Management | For | For |
| 2.6 | Elect Director Gomi, Yasumasa | Management | For | For |
| 2.7 | Elect Director Ejiri, Takashi | Management | For | For |
| 2.8 | Elect Director Egami, Mime | Management | For | For |
| 3 | Approve Fixed Cash Compensation Ceiling and Performance-Based Cash Compensation Ceiling for Directors and Restricted Stock Plan | Management | For | For |
| ONO PHARMACEUTICAL CO., LTD.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: 4528
SECURITY ID: J61546115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 37 | Management | For | For |
| 2.1 | Elect Director Sagara, Gyo | Management | For | For |
| 2.2 | Elect Director Tsujinaka, Toshihiro | Management | For | For |
| 2.3 | Elect Director Takino, Toichi | Management | For | For |
| 2.4 | Elect Director Idemitsu, Kiyoaki | Management | For | For |
| 2.5 | Elect Director Nomura, Masao | Management | For | For |
| 2.6 | Elect Director Okuno, Akiko | Management | For | For |
| 2.7 | Elect Director Nagae, Shusaku | Management | For | For |
| 3.1 | Appoint Statutory Auditor Tanisaka, Hironobu | Management | For | For |
| 3.2 | Appoint Statutory Auditor Tanabe, Akiko | Management | For | For |
| 4 | Approve Compensation Ceiling for Statutory Auditors | Management | For | For |
| OPEN TEXT CORPORATION
MEETING DATE: SEP 15, 2022 |
||||
|
TICKER: OTEX
SECURITY ID: 683715106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.10 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.11 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Approve Shareholder Rights Plan | Management | For | For |
| ORION OYJ
MEETING DATE: MAR 22, 2023 |
||||
|
TICKER: ORNBV
SECURITY ID: X6002Y112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 5 | Prepare and Approve List of Shareholders | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8 | Approve Allocation of Income and Dividends of EUR 1.60 Per Share; Approve Charitable Donations of up to EUR 350,000 | Management | For | Did Not Vote |
| 9 | Approve Discharge of Board, President and CEO | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of EUR 100,000 for Chairman, EUR 61,000 for Vice Chairman and Chairman of the Committees, and EUR 50,000 for Other Directors; Approve Meeting Fees | Management | For | Did Not Vote |
| 12 | Fix Number of Directors at Eight | Management | For | Did Not Vote |
| 13 | Reelect Kari Jussi Aho, Maziar Mike Doustdar, Ari Lehtoranta, Veli-Matti Mattila, Hilpi Rautelin, Eija Ronkainen, Mikael Silvennoinen (Chair) and Karen Lykke Sorensen as Directors | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Ratify KPMG as Auditors | Management | For | Did Not Vote |
| 16 | Allow Shareholder Meetings to be Held by Electronic Means Only | Management | For | Did Not Vote |
| 17 | Approve Issuance of up to 14 Million Class B Shares without Preemptive Rights | Management | For | Did Not Vote |
| 18 | Close Meeting | Management | None | None |
| ORKLA ASA
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: ORK
SECURITY ID: R67787102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting; Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Accept Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of NOK 3 Per Share | Management | For | Did Not Vote |
| 3.1 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 3.2 | Approve Remuneration Statement | Management | For | Did Not Vote |
| 4 | Discuss Company's Corporate Governance Statement | Management | None | None |
| 5.1 | Authorize Repurchase of Shares for Use in Employee Incentive Programs | Management | For | Did Not Vote |
| 5.2 | Authorize Share Repurchase Program and Reissuance and/or Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 6.1 | Reelect Stein Erik Hagen as Director | Management | For | Did Not Vote |
| 6.2 | Reelect Liselott Kilaas as Director | Management | For | Did Not Vote |
| 6.3 | Reelect Peter Agnefjall as Director | Management | For | Did Not Vote |
| 6.4 | Reelect Anna Mossberg as Director | Management | For | Did Not Vote |
| 6.5 | Reelect Christina Fagerberg as Director | Management | For | Did Not Vote |
| 6.6 | Reelect Rolv Erik Ryssdal as Director | Management | For | Did Not Vote |
| 6.7 | Reelect Caroline Hagen Kjos as Director | Management | For | Did Not Vote |
| 7 | Reelect Stein Erik Hagen as Board Chairman | Management | For | Did Not Vote |
| 8 | Reelect Nils-Henrik Pettersson as Members of Nominating Committee | Management | For | Did Not Vote |
| 9 | Approve Remuneration of Directors | Management | For | Did Not Vote |
| 10 | Approve Remuneration of Nominating Committee | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| OSAKA GAS CO., LTD.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 9532
SECURITY ID: J62320130
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 30 | Management | For | For |
| 2.1 | Elect Director Honjo, Takehiro | Management | For | For |
| 2.2 | Elect Director Fujiwara, Masataka | Management | For | For |
| 2.3 | Elect Director Miyagawa, Tadashi | Management | For | For |
| 2.4 | Elect Director Matsui, Takeshi | Management | For | For |
| 2.5 | Elect Director Tasaka, Takayuki | Management | For | For |
| 2.6 | Elect Director Takeguchi, Fumitoshi | Management | For | For |
| 2.7 | Elect Director Murao, Kazutoshi | Management | For | For |
| 2.8 | Elect Director Kijima, Tatsuo | Management | For | For |
| 2.9 | Elect Director Sato, Yumiko | Management | For | For |
| 2.10 | Elect Director Niizeki, Mikiyo | Management | For | For |
| 3.1 | Appoint Statutory Auditor Hazama, Ichiro | Management | For | For |
| 3.2 | Appoint Statutory Auditor Minami, Chieko | Management | For | For |
| OVERSEA-CHINESE BANKING CORPORATION LIMITED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: O39
SECURITY ID: Y64248209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Directors' Statement, Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2a | Elect Chua Kim Chiu as Director | Management | For | For |
| 2b | Elect Lee Tih Shih as Director | Management | For | For |
| 2c | Elect Tan Yen Yen as Director | Management | For | For |
| 3 | Elect Helen Wong Pik Kuen as Director | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5a | Approve Directors' Remuneration | Management | For | For |
| 5b | Approve Allotment and Issuance of Remuneration Shares to the Directors | Management | For | For |
| 6 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 8 | Approve Grant of Options and/or Rights and Issuance of Shares Pursuant to the OCBC Share Option Scheme 2001, OCBC Employee Share Purchase Plan, and the OCBC Deferred Share Plan 2021 | Management | For | Against |
| 9 | Approve Issuance of Shares Pursuant to the OCBC Scrip Dividend Scheme | Management | For | For |
| 10 | Authorize Share Repurchase Program | Management | For | For |
| 11 | Approve Extension and Alterations of OCBC Employee Share Purchase Plan | Management | For | For |
| PSP SWISS PROPERTY AG
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: PSPN
SECURITY ID: H64687124
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Remuneration Report (Non-Binding) | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of CHF 3.80 per Share | Management | For | Did Not Vote |
| 4 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 5.1 | Reelect Luciano Gabriel as Director | Management | For | Did Not Vote |
| 5.2 | Reelect Henrik Saxborn as Director | Management | For | Did Not Vote |
| 5.3 | Reelect Mark Abramson as Director | Management | For | Did Not Vote |
| 5.4 | Reelect Corinne Denzler as Director | Management | For | Did Not Vote |
| 5.5 | Reelect Adrian Dudle as Director | Management | For | Did Not Vote |
| 6 | Reelect Luciano Gabriel as Board Chair | Management | For | Did Not Vote |
| 7.1 | Reappoint Henrik Saxborn as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2 | Reappoint Corinne Denzler as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.3 | Reappoint Adrian Dudle as Member of the Compensation Committee | Management | For | Did Not Vote |
| 8 | Approve Remuneration of Directors in the Amount of CHF 800,000 | Management | For | Did Not Vote |
| 9 | Approve Remuneration of Executive Committee in the Amount of CHF 4.2 Million | Management | For | Did Not Vote |
| 10 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 11 | Designate Proxy Voting Services GmbH as Independent Proxy | Management | For | Did Not Vote |
| 12.1 | Approve Cancellation of Capital Authorization; Editorial Amendments | Management | For | Did Not Vote |
| 12.2 | Amend Articles of Association (Incl. Approval of Virtual-Only Shareholder Meetings) | Management | For | Did Not Vote |
| 12.3 | Amend Articles Re: Board of Directors; Compensation; External Mandates for Members of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 13.1 | Additional Voting Instructions - Board of Directors Proposals (Voting) | Management | For | Did Not Vote |
| 13.2 | Additional Voting Instructions - Shareholder Proposals (Voting) | Management | None | Did Not Vote |
| PUBLICIS GROUPE SA
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: PUB
SECURITY ID: F7607Z165
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.90 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Reelect Suzan LeVine as Supervisory Board Member | Management | For | For |
| 6 | Reelect Antonella Mei-Pochtler as Supervisory Board Member | Management | For | For |
| 7 | Appoint KPMG S.A. as Auditor | Management | For | For |
| 8 | Approve Remuneration Policy of Chairman of Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy of Supervisory Board Members | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of Management Board | Management | For | For |
| 11 | Approve Remuneration Policy of Management Board Members | Management | For | For |
| 12 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 13 | Approve Compensation of Maurice Levy, Chairman of Supervisory Board | Management | For | For |
| 14 | Approve Compensation of Arthur Sadoun, Chairman of the Management Board | Management | For | For |
| 15 | Approve Compensation of Anne-Gabrielle Heilbronner, Management Board Member | Management | For | For |
| 16 | Approve Compensation of Steve King, Management Board Member until September 14, 2022 | Management | For | For |
| 17 | Approve Compensation of Michel-Alain Proch, Management Board Member | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 20 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 22 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| RECORDATI SPA
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: REC
SECURITY ID: T78458139
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1b | Approve Allocation of Income | Management | For | For |
| 2a.1 | Slate 1 Submitted by Rossini Sarl | Shareholder | None | Against |
| 2a.2 | Slate 2 Submitted by Institutional Investors (Assogestioni) | Shareholder | None | For |
| 2b | Appoint Chairman of Internal Statutory Auditors | Shareholder | None | For |
| 2c | Approve Remuneration of Directors | Shareholder | None | For |
| 3a | Approve Remuneration Policy | Management | For | For |
| 3b | Approve Second Section of the Remuneration Report | Management | For | For |
| 4 | Approve Performance Shares Plan 2023-2025 | Management | For | For |
| 5 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| RED ELECTRICA CORP. SA
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: RED
SECURITY ID: E42807110
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Standalone Financial Statements | Management | For | For |
| 2 | Approve Consolidated Financial Statements | Management | For | For |
| 3 | Approve Allocation of Income and Dividends | Management | For | For |
| 4 | Approve Non-Financial Information Statement | Management | For | For |
| 5 | Approve Discharge of Board | Management | For | For |
| 6 | Change Company Name and Amend Article 1 Accordingly | Management | For | For |
| 7.1 | Amend Articles of General Meeting Regulations Re: Purpose and Validity of the Regulations, Competences, Shareholders' Rights and Right to Attendance | Management | For | For |
| 7.2 | Amend Articles of General Meeting Regulations Re: Proxy, Issuance of Votes Via Telematic Means | Management | For | For |
| 7.3 | Amend Article 15 of General Meeting Regulations Re: Constitution, Deliberation and Adoption of Resolutions | Management | For | For |
| 8 | Reelect Jose Juan Ruiz Gomez as Director | Management | For | For |
| 9.1 | Approve Remuneration Report | Management | For | For |
| 9.2 | Approve Remuneration of Directors | Management | For | For |
| 10 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 11 | Receive Corporate Governance Report | Management | None | None |
| 12 | Receive Sustainability Report for FY 2022 | Management | None | None |
| 13 | Receive Sustainability Plan for FY 2023-2025 | Management | None | None |
| RELX PLC
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: REL
SECURITY ID: GB00B2B0DG97
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Elect Alistair Cox as Director | Management | For | For |
| 8 | Re-elect Paul Walker as Director | Management | For | For |
| 9 | Re-elect June Felix as Director | Management | For | For |
| 10 | Re-elect Erik Engstrom as Director | Management | For | For |
| 11 | Re-elect Charlotte Hogg as Director | Management | For | For |
| 12 | Re-elect Marike van Lier Lels as Director | Management | For | For |
| 13 | Re-elect Nick Luff as Director | Management | For | For |
| 14 | Re-elect Robert MacLeod as Director | Management | For | For |
| 15 | Re-elect Andrew Sukawaty as Director | Management | For | For |
| 16 | Re-elect Suzanne Wood as Director | Management | For | For |
| 17 | Approve Long-Term Incentive Plan | Management | For | For |
| 18 | Approve Executive Share Ownership Scheme | Management | For | For |
| 19 | Approve Sharesave Plan | Management | For | For |
| 20 | Approve Employee Share Purchase Plan | Management | For | For |
| 21 | Authorise Issue of Equity | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| REPSOL SA
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: REP
SECURITY ID: E8471S130
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Non-Financial Information Statement | Management | For | For |
| 4 | Approve Discharge of Board | Management | For | For |
| 5 | Renew Appointment of PricewaterhouseCoopers as Auditor | Management | For | For |
| 6 | Approve Dividends Charged Against Reserves | Management | For | For |
| 7 | Approve Reduction in Share Capital via Amortization of Treasury Shares | Management | For | For |
| 8 | Approve Reduction in Share Capital via Amortization of Treasury Shares | Management | For | For |
| 9 | Authorize Issuance of Non-Convertible Bonds/Debentures and/or Other Debt Securities Exchangeable for Issued Shares for up to EUR 15 Billion | Management | For | For |
| 10 | Reelect Antonio Brufau Niubo as Director | Management | For | For |
| 11 | Reelect Josu Jon Imaz San Miguel as Director | Management | For | For |
| 12 | Reelect Aranzazu Estefania Larranaga as Director | Management | For | For |
| 13 | Reelect Maria Teresa Garcia-Mila Lloveras as Director | Management | For | For |
| 14 | Reelect Henri Philippe Reichstul as Director | Management | For | For |
| 15 | Reelect John Robinson West as Director | Management | For | For |
| 16 | Ratify Appointment of and Elect Manuel Manrique Cecilia as Director | Management | For | For |
| 17 | Elect Maria del Pino Velazquez Medina as Director | Management | For | For |
| 18 | Advisory Vote on Remuneration Report | Management | For | For |
| 19 | Approve Remuneration Policy | Management | For | For |
| 20 | Approve Share Matching Plan | Management | For | For |
| 21 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| RIGHTMOVE PLC
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: RMV
SECURITY ID: GB00BGDT3G23
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 7 | Elect Johan Svanstrom as Director | Management | For | For |
| 8 | Re-elect Andrew Fisher as Director | Management | For | For |
| 9 | Re-elect Alison Dolan as Director | Management | For | For |
| 10 | Re-elect Jacqueline de Rojas as Director | Management | For | For |
| 11 | Re-elect Andrew Findlay as Director | Management | For | For |
| 12 | Re-elect Amit Tiwari as Director | Management | For | For |
| 13 | Re-elect Lorna Tilbian as Director | Management | For | For |
| 14 | Authorise Issue of Equity | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 17 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| RINGKJOBING LANDBOBANK A/S
MEETING DATE: MAR 01, 2023 |
||||
|
TICKER: RILBA
SECURITY ID: K81980144
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | None | None |
| 2 | Receive Report of Board | Management | None | None |
| 3 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 4 | Approve Allocation of Income | Management | For | Did Not Vote |
| 5 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 5.a | Approve Guidelines for Incentive-Based Compensation for Executive Management and Board | Management | For | Did Not Vote |
| 6.a | Elect Per Lykkegaard Christensen as Member of Committee of Representatives | Management | For | Did Not Vote |
| 6.b | Elect Ole Kirkegard Erlandsen as Member of Committee of Representatives | Management | For | Did Not Vote |
| 6.c | Elect Thomas Sindberg Hansen as Member of Committee of Representatives | Management | For | Did Not Vote |
| 6.d | Elect Kim Jacobsen as Member of Committee of Representatives | Management | For | Did Not Vote |
| 6.e | Elect Kasper Lykke Kjeldsen as Member of Committee of Representatives | Management | For | Did Not Vote |
| 6.f | Elect Poul Kjaer Poulsgaard as Member of Committee of Representatives | Management | For | Did Not Vote |
| 6.g | Elect Jorgen Kolle Sorensen as Member of Committee of Representatives | Management | For | Did Not Vote |
| 6.h | Elect Lasse Svoldgaard Vesterby as Member of Committee of Representatives | Management | For | Did Not Vote |
| 6.i | Elect Lotte Littau Kjaergard as Member of Committee of Representatives | Management | For | Did Not Vote |
| 6.j | Elect Christina Orskov as Member of Committee of Representatives | Management | For | Did Not Vote |
| 7 | Ratify PricewaterhouseCoopers as Auditors | Management | For | Did Not Vote |
| 8 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 9.a | Approve Article Amendments; Approve Creation of DKK 5.7 Million Pool of Capital with Preemptive Rights; Approve Creation of DKK 2.8 Million Pool of Capital without Preemptive Rights | Management | For | Did Not Vote |
| 9.b | Approve DKK 888,327 Reduction in Share Capital via Share Cancellation | Management | For | Did Not Vote |
| 9.c | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | Did Not Vote |
| RIO TINTO LIMITED
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: RIO
SECURITY ID: Q81437107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | Management | For | For |
| 2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | Management | For | For |
| RIO TINTO LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RIO
SECURITY ID: Q81437107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report for UK Law Purposes | Management | For | For |
| 3 | Approve Remuneration Report for Australian Law Purposes | Management | For | For |
| 4 | Approve Potential Termination Benefits | Management | For | For |
| 5 | Elect Kaisa Hietala as Director | Management | For | For |
| 6 | Elect Dominic Barton as Director | Management | For | For |
| 7 | Elect Megan Clark as Director | Management | For | For |
| 8 | Elect Peter Cunningham as Director | Management | For | For |
| 9 | Elect Simon Henry as Director | Management | For | For |
| 10 | Elect Sam Laidlaw as Director | Management | For | For |
| 11 | Elect Simon McKeon as Director | Management | For | For |
| 12 | Elect Jennifer Nason as Director | Management | For | For |
| 13 | Elect Jakob Stausholm as Director | Management | For | For |
| 14 | Elect Ngaire Woods as Director | Management | For | For |
| 15 | Elect Ben Wyatt as Director | Management | For | For |
| 16 | Appoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorize the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Approve Authority to Make Political Donations | Management | For | For |
| 19 | Approve the Renewal of Off-Market and On-Market Share Buy-back Authorities | Management | For | For |
| RIO TINTO PLC
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: RIO
SECURITY ID: G75754104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | Management | For | For |
| 2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | Management | For | For |
| RIO TINTO PLC
MEETING DATE: APR 06, 2023 |
||||
|
TICKER: RIO
SECURITY ID: GB0007188757
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report for UK Law Purposes | Management | For | For |
| 3 | Approve Remuneration Report for Australian Law Purposes | Management | For | For |
| 4 | Approve the Potential Termination of Benefits for Australian Law Purposes | Management | For | For |
| 5 | Elect Kaisa Hietala as Director | Management | For | For |
| 6 | Re-elect Dominic Barton as Director | Management | For | For |
| 7 | Re-elect Megan Clark as Director | Management | For | For |
| 8 | Re-elect Peter Cunningham as Director | Management | For | For |
| 9 | Re-elect Simon Henry as Director | Management | For | For |
| 10 | Re-elect Sam Laidlaw as Director | Management | For | For |
| 11 | Re-elect Simon McKeon as Director | Management | For | For |
| 12 | Re-elect Jennifer Nason as Director | Management | For | For |
| 13 | Re-elect Jakob Stausholm as Director | Management | For | For |
| 14 | Re-elect Ngaire Woods as Director | Management | For | For |
| 15 | Re-elect Ben Wyatt as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ROYAL BANK OF CANADA
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: RY
SECURITY ID: 780087102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mirko Bibic | Management | For | For |
| 1.2 | Elect Director Andrew A. Chisholm | Management | For | For |
| 1.3 | Elect Director Jacynthe Cote | Management | For | For |
| 1.4 | Elect Director Toos N. Daruvala | Management | For | For |
| 1.5 | Elect Director Cynthia Devine | Management | For | For |
| 1.6 | Elect Director Roberta L. Jamieson | Management | For | For |
| 1.7 | Elect Director David McKay | Management | For | For |
| 1.8 | Elect Director Maryann Turcke | Management | For | For |
| 1.9 | Elect Director Thierry Vandal | Management | For | For |
| 1.10 | Elect Director Bridget A. van Kralingen | Management | For | For |
| 1.11 | Elect Director Frank Vettese | Management | For | For |
| 1.12 | Elect Director Jeffery Yabuki | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Amend Stock Option Plan | Management | For | For |
| 5 | Increase Maximum Aggregate Consideration Limit of First Preferred Shares | Management | For | For |
| A | SP 1: Amend the Bank's Policy Guidelines for Sensitive Sectors and Activities | Shareholder | Against | Against |
| B | SP 2: Revise the Bank's Human Rights Position Statement | Shareholder | Against | Against |
| C | SP 3: Publish a Third-Party Racial Equity Audit | Shareholder | Against | Against |
| D | SP 4: Report on 2030 Absolute Greenhouse Gas Reduction Goals | Shareholder | Against | Against |
| E | SP 5: Adopt a Policy for a Time-Bound Phaseout of the Bank's Lending and Underwriting for Projects and Companies Engaging in Fossil Fuel Exploration | Shareholder | Against | Against |
| F | SP 6: Disclose the CEO Compensation to Median Worker Pay Ratio on an Annual Basis | Shareholder | Against | Against |
| G | SP 7: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| H | SP 8: Report on Loans Made by the Bank in Support of the Circular Economy | Shareholder | Against | Against |
| ROYAL KPN NV
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: KPN
SECURITY ID: N4297B146
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting and Announcements | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Adopt Financial Statements | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 6 | Approve Dividends | Management | For | For |
| 7 | Approve Discharge of Management Board | Management | For | For |
| 8 | Approve Discharge of Supervisory Board | Management | For | For |
| 9 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 10 | Opportunity to Make Recommendations | Management | None | None |
| 11 | Reelect Jolande Sap to Supervisory Board | Management | For | For |
| 12 | Elect Ben Noteboom to Supervisory Board | Management | For | For |
| 13 | Elect Frank Heemskerk to Supervisory Board | Management | For | For |
| 14 | Elect Herman Dijkhuizen to Supervisory Board | Management | For | For |
| 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 16 | Approve Reduction in Share Capital through Cancellation of Shares | Management | For | For |
| 17 | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 18 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 19 | Other Business (Non-Voting) | Management | None | None |
| 20 | Close Meeting | Management | None | None |
| ROYAL KPN NV
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: KPN
SECURITY ID: N4297B146
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting and Announcements | Management | None | None |
| 2 | Announce Intention to Appoint Chantal Vergouw and Wouter Stammeijer as Members of the Board of Management | Management | None | None |
| 3 | Opportunity to Make Recommendations | Management | None | None |
| 4 | Elect Marga de Jager to Supervisory Board | Management | For | For |
| 5 | Close Meeting | Management | None | None |
| ROYAL MAIL PLC
MEETING DATE: JUL 20, 2022 |
||||
|
TICKER: RMG
SECURITY ID: G7368G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Keith Williams as Director | Management | For | For |
| 5 | Re-elect Simon Thompson as Director | Management | For | For |
| 6 | Re-elect Martin Seidenberg as Director | Management | For | For |
| 7 | Re-elect Mick Jeavons as Director | Management | For | For |
| 8 | Re-elect Baroness Hogg as Director | Management | For | For |
| 9 | Re-elect Maria da Cunha as Director | Management | For | For |
| 10 | Re-elect Michael Findlay as Director | Management | For | For |
| 11 | Re-elect Lynne Peacock as Director | Management | For | For |
| 12 | Elect Shashi Verma as Director | Management | For | For |
| 13 | Elect Jourik Hooghe as Director | Management | For | For |
| 14 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Approve Share Incentive Plan | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 23 | Adopt New Articles of Association | Management | For | For |
| SANOFI
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SAN
SECURITY ID: F5548N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.56 per Share | Management | For | For |
| 4 | Elect Frederic Oudea as Director | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Serge Weinberg, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Paul Hudson, CEO | Management | For | For |
| 8 | Approve Remuneration of Directors in the Aggregate Amount of EUR 2.5 Million | Management | For | For |
| 9 | Approve Remuneration Policy of Directors | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of CEO | Management | For | For |
| 12 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 13 | Ratify Change Location of Registered Office to 46, Avenue de la Grande Armee, 75017 Paris and Amend Article 4 of Bylaws Accordingly | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 19 | Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SECOM CO., LTD.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 9735
SECURITY ID: J69972107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 95 | Management | For | For |
| 2.1 | Elect Director Nakayama, Yasuo | Management | For | For |
| 2.2 | Elect Director Ozeki, Ichiro | Management | For | For |
| 2.3 | Elect Director Yoshida, Yasuyuki | Management | For | For |
| 2.4 | Elect Director Fuse, Tatsuro | Management | For | For |
| 2.5 | Elect Director Kurihara, Tatsushi | Management | For | For |
| 2.6 | Elect Director Hirose, Takaharu | Management | For | For |
| 2.7 | Elect Director Watanabe, Hajime | Management | For | For |
| 2.8 | Elect Director Hara, Miri | Management | For | For |
| 3.1 | Appoint Statutory Auditor Ito, Takayuki | Management | For | For |
| 3.2 | Appoint Statutory Auditor Tsuji, Yasuhiro | Management | For | For |
| 3.3 | Appoint Statutory Auditor Kato, Hideki | Management | For | For |
| 3.4 | Appoint Statutory Auditor Yasuda, Makoto | Management | For | For |
| 3.5 | Appoint Statutory Auditor Tanaka, Setsuo | Management | For | For |
| 4 | Initiate Share Repurchase Program | Shareholder | Against | Against |
| 5 | Amend Articles to Add Provision concerning Directors' Share Ownership | Shareholder | Against | Against |
| 6 | Amend Articles to Require Majority Outsider Board | Shareholder | Against | Against |
| SECURITAS AB
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SECU.B
SECURITY ID: W7912C118
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 4 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 7 | Receive President's Report | Management | None | None |
| 8.a | Receive Financial Statements and Statutory Reports | Management | None | None |
| 8.b | Receive Auditor's Report on Application of Guidelines for Remuneration for Executive Management | Management | None | None |
| 8.c | Receive Board's Proposal on Allocation of Income | Management | None | None |
| 9.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9.b | Approve Allocation of Income and Dividends of SEK 3.45 Per Share | Management | For | Did Not Vote |
| 9.c | Approve May 8, 2023 as Record Date for Dividend Payment | Management | For | Did Not Vote |
| 9.d | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report | Management | For | Did Not Vote |
| 11 | Determine Number of Directors (9) and Deputy Directors (0) of Board | Management | For | Did Not Vote |
| 12 | Approve Remuneration of Directors in the Amount of SEK 2.64 Million for Chairman, and SEK 870,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 13 | Reelect Jan Svensson (Chair), Ingrid Bonde, John Brandon, Fredrik Cappelen, Gunilla Fransson, Sofia Schorling Hogberg, Harry Klagsbrun and Johan Menckel as Directors; Elect Asa Bergman as New Director | Management | For | Did Not Vote |
| 14 | Ratify Ernst & Young AB as Auditors | Management | For | Did Not Vote |
| 15 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | Did Not Vote |
| 16 | Approve Performance Share Program LTI 2023/2025 for Key Employees and Related Financing | Management | For | Did Not Vote |
| 17 | Close Meeting | Management | None | None |
| SEKISUI HOUSE, LTD.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: 1928
SECURITY ID: J70746136
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 58 | Management | For | For |
| 2.1 | Elect Director Nakai, Yoshihiro | Management | For | For |
| 2.2 | Elect Director Horiuchi, Yosuke | Management | For | For |
| 2.3 | Elect Director Tanaka, Satoshi | Management | For | For |
| 2.4 | Elect Director Ishii, Toru | Management | For | For |
| 2.5 | Elect Director Shinozaki, Hiroshi | Management | For | For |
| 2.6 | Elect Director Yoshimaru, Yukiko | Management | For | For |
| 2.7 | Elect Director Kitazawa, Toshifumi | Management | For | For |
| 2.8 | Elect Director Nakajima, Yoshimi | Management | For | For |
| 2.9 | Elect Director Takegawa, Keiko | Management | For | For |
| 2.10 | Elect Director Abe, Shinichi | Management | For | For |
| SHELL PLC
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: SHEL
SECURITY ID: GB00BP6MXD84
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Elect Wael Sawan as Director | Management | For | For |
| 5 | Elect Cyrus Taraporevala as Director | Management | For | For |
| 6 | Elect Sir Charles Roxburgh as Director | Management | For | For |
| 7 | Elect Leena Srivastava as Director | Management | For | For |
| 8 | Re-elect Sinead Gorman as Director | Management | For | For |
| 9 | Re-elect Dick Boer as Director | Management | For | For |
| 10 | Re-elect Neil Carson as Director | Management | For | For |
| 11 | Re-elect Ann Godbehere as Director | Management | For | For |
| 12 | Re-elect Jane Lute as Director | Management | For | For |
| 13 | Re-elect Catherine Hughes as Director | Management | For | For |
| 14 | Re-elect Sir Andrew Mackenzie as Director | Management | For | For |
| 15 | Re-elect Abraham Schot as Director | Management | For | For |
| 16 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise Off-Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 23 | Adopt New Articles of Association | Management | For | For |
| 24 | Approve Share Plan | Management | For | For |
| 25 | Approve the Shell Energy Transition Progress | Management | For | For |
| 26 | Request Shell to Align its Existing 2030 Reduction Target Covering the Greenhouse Gas (GHG) Emissions of the Use of its Energy Products (Scope 3) with the Goal of the Paris Climate Agreement | Shareholder | Against | Against |
| SHIMANO, INC.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 7309
SECURITY ID: J72262108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 142.5 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Management | For | For |
| 3.1 | Elect Director Chia Chin Seng | Management | For | For |
| 3.2 | Elect Director Ichijo, Kazuo | Management | For | For |
| 3.3 | Elect Director Katsumaru, Mitsuhiro | Management | For | For |
| 3.4 | Elect Director Sakakibara, Sadayuki | Management | For | For |
| 3.5 | Elect Director Wada, Hiromi | Management | For | For |
| 4 | Approve Restricted Stock Plan | Management | For | For |
| SHIONOGI & CO., LTD.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 4507
SECURITY ID: J74229105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 75 | Management | For | For |
| 2.1 | Elect Director Teshirogi, Isao | Management | For | For |
| 2.2 | Elect Director Sawada, Takuko | Management | For | For |
| 2.3 | Elect Director Ando, Keiichi | Management | For | For |
| 2.4 | Elect Director Ozaki, Hiroshi | Management | For | For |
| 2.5 | Elect Director Takatsuki, Fumi | Management | For | For |
| 2.6 | Elect Director Fujiwara, Takaoki | Management | For | For |
| 3.1 | Appoint Statutory Auditor Okamoto, Akira | Management | For | For |
| 3.2 | Appoint Statutory Auditor Fujinuma, Tsuguoki | Management | For | For |
| 3.3 | Appoint Statutory Auditor Goto, Yoriko | Management | For | For |
| SIMCORP A/S
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: SIM
SECURITY ID: K8851Q129
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends | Management | For | Did Not Vote |
| 4 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 5.A | Reelect Peter Schutze (Chair) as Director | Management | For | Did Not Vote |
| 5.B | Reelect Morten Hubbe (Vice Chair) as Director | Management | For | Did Not Vote |
| 5.C | Reelect Simon Jeffreys as Director | Management | For | Did Not Vote |
| 5.D | Reelect Susan Standiford as Director | Management | For | Did Not Vote |
| 5.E | Reelect Adam Warby as Director | Management | For | Did Not Vote |
| 5.F | Elect Allan Polack as Director | Management | For | Did Not Vote |
| 6 | Ratify PricewaterhouseCoopers as Auditors | Management | For | Did Not Vote |
| 7.a | Approve Remuneration of Directors in the Amount of DKK 882,000 for Chair, DKK 588,000 for Vice Chair and 294,000 for Other Directors | Management | For | Did Not Vote |
| 7.b | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 8 | Other Business | Management | None | None |
| SINGAPORE EXCHANGE LIMITED
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: S68
SECURITY ID: Y79946102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a | Elect Beh Swan Gin as Director | Management | For | For |
| 3b | Elect Chew Gek Khim as Director | Management | For | For |
| 3c | Elect Lim Sok Hui as Director | Management | For | For |
| 4a | Elect Koh Boon Hwee as Director | Management | For | For |
| 4b | Elect Tsien Samuel Nag as Director | Management | For | For |
| 5 | Approve Directors' Fees to be Paid to the Chairman | Management | For | For |
| 6 | Approve Directors' Fees to be Paid to All Directors (Other than the Chief Executive Officer) | Management | For | For |
| 7 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Approve Issuance of Shares Pursuant to the Singapore Exchange Limited Scrip Dividend Scheme | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 10 | Authorize Share Repurchase Program | Management | For | For |
| SINO LAND COMPANY LIMITED
MEETING DATE: OCT 26, 2022 |
||||
|
TICKER: 83
SECURITY ID: Y80267126
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Elect Daryl Ng Win Kong as Director | Management | For | Against |
| 3.2 | Elect Ringo Chan Wing Kwong as Director | Management | For | Against |
| 3.3 | Elect Gordon Lee Ching Keung as Director | Management | For | Against |
| 3.4 | Elect Victor Tin Sio Un as Director | Management | For | Against |
| 3.5 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve KPMG as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5.1 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 5.2 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 5.3 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 6 | Adopt New Articles of Association | Management | For | For |
| SKANDINAVISKA ENSKILDA BANKEN AB
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: SEB.A
SECURITY ID: W25381141
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | None | None |
| 4 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 5.1 | Designate Ossian Ekdahl as Inspector of Minutes of Meeting | Management | For | Did Not Vote |
| 5.2 | Designate Carina Sverin as Inspector of Minutes of Meeting | Management | For | Did Not Vote |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 7 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 8 | Receive President's Report | Management | None | None |
| 9 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 10 | Approve Allocation of Income and Dividends of SEK 6.75 Per Share | Management | For | Did Not Vote |
| 11.1 | Approve Discharge of Jacob Aarup-Andersen | Management | For | Did Not Vote |
| 11.2 | Approve Discharge of Signhild Arnegard Hansen | Management | For | Did Not Vote |
| 11.3 | Approve Discharge of Anne-Catherine Berner | Management | For | Did Not Vote |
| 11.4 | Approve Discharge of John Flint | Management | For | Did Not Vote |
| 11.5 | Approve Discharge of Winnie Fok | Management | For | Did Not Vote |
| 11.6 | Approve Discharge of Anna-Karin Glimstrom | Management | For | Did Not Vote |
| 11.7 | Approve Discharge of Annika Dahlberg | Management | For | Did Not Vote |
| 11.8 | Approve Discharge of Charlotta Lindholm | Management | For | Did Not Vote |
| 11.9 | Approve Discharge of Sven Nyman | Management | For | Did Not Vote |
| 11.10 | Approve Discharge of Magnus Olsson | Management | For | Did Not Vote |
| 11.11 | Approve Discharge of Marika Ottander | Management | For | Did Not Vote |
| 11.12 | Approve Discharge of Lars Ottersgard | Management | For | Did Not Vote |
| 11.13 | Approve Discharge of Jesper Ovesen | Management | For | Did Not Vote |
| 11.14 | Approve Discharge of Helena Saxon | Management | For | Did Not Vote |
| 11.15 | Approve Discharge of Johan Torgeby (as Board Member) | Management | For | Did Not Vote |
| 11.16 | Approve Discharge of Marcus Wallenberg | Management | For | Did Not Vote |
| 11.17 | Approve Discharge of Johan Torgeby (as President) | Management | For | Did Not Vote |
| 12.1 | Determine Number of Members (11) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 12.2 | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 13.1 | Approve Remuneration of Directors in the Amount of SEK 3.6 Million for Chairman, SEK 1.1 Million for Vice Chairman, and SEK 880,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 13.2 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 14.a1 | Reelect Jacob Aarup Andersen as Director | Management | For | Did Not Vote |
| 14.a2 | Reelect Signhild Arnegard Hansen as Director | Management | For | Did Not Vote |
| 14.a3 | Reelect Anne-Catherine Berner as Director | Management | For | Did Not Vote |
| 14.a4 | Reelect John Flint as Director | Management | For | Did Not Vote |
| 14.a5 | Reelect Winnie Fok as Director | Management | For | Did Not Vote |
| 14.a6 | Reelect Sven Nyman as Director | Management | For | Did Not Vote |
| 14.a7 | Reelect Lars Ottersgard as Director | Management | For | Did Not Vote |
| 14.a8 | Reelect Helena Saxon as Director | Management | For | Did Not Vote |
| 14.a9 | Reelect Johan Torgeby as Director | Management | For | Did Not Vote |
| 14.10 | Elect Marcus Wallenberg as Director | Management | For | Did Not Vote |
| 14.11 | Elect Svein Tore Holsether as Director | Management | For | Did Not Vote |
| 14.b | Reelect Marcus Wallenberg as Board Chair | Management | For | Did Not Vote |
| 15 | Ratify Ernst & Young as Auditors | Management | For | Did Not Vote |
| 16 | Approve Remuneration Report | Management | For | Did Not Vote |
| 17.a | Approve SEB All Employee Program 2023 for All Employees in Most of the Countries where SEB Operates | Management | For | Did Not Vote |
| 17.b | Approve SEB Share Deferral Program 2023 for Group Executive Committee, Senior Managers and Key Employees | Management | For | Did Not Vote |
| 17.c | Approve SEB Restricted Share Program 2023 for Some Employees in Certain Business Units | Management | For | Did Not Vote |
| 18.a | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 18.b | Authorize Repurchase of Class A and/or Class C Shares and Reissuance of Repurchased Shares Inter Alia in for Capital Purposes and Long-Term Incentive Plans | Management | For | Did Not Vote |
| 18.c | Approve Transfer of Class A Shares to Participants in 2023 Long-Term Equity Programs | Management | For | Did Not Vote |
| 19 | Approve Issuance of Convertibles without Preemptive Rights | Management | For | Did Not Vote |
| 20.a | Approve SEK 390 Million Reduction in Share Capital via Reduction of Par Value for Transfer to Unrestricted Equity | Management | For | Did Not Vote |
| 20.b | Approve Capitalization of Reserves of SEK 390 Million for a Bonus Issue | Management | For | Did Not Vote |
| 21 | Approve Proposal Concerning the Appointment of Auditors in Foundations Without Own Management | Management | For | Did Not Vote |
| 22 | Change Bank Software | Shareholder | None | Did Not Vote |
| 23 | Simplified Renewal for BankID | Shareholder | None | Did Not Vote |
| 24 | Stop Financing Fossil Companies that Expand Extraction and Lack Robust Fossil Phase-Out Plans in Line with 1.5 Degrees | Shareholder | None | Did Not Vote |
| 25 | Conduct Study on Compliance with the Rule of Law for Bank Customers | Shareholder | None | Did Not Vote |
| 26 | Establish Swedish/Danish Chamber of Commerce | Shareholder | None | Did Not Vote |
| 27 | Close Meeting | Management | None | None |
| SNAM SPA
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SRG
SECURITY ID: T8578N103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 4 | Approve the 2023-2025 Long Term Share Incentive Plan | Management | For | For |
| 5.1 | Approve Remuneration Policy | Management | For | For |
| 5.2 | Approve Second Section of the Remuneration Report | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| SODEXO SA
MEETING DATE: DEC 19, 2022 |
||||
|
TICKER: SW
SECURITY ID: F84941123
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.40 per Share | Management | For | For |
| 4 | Reelect Veronique Laury as Director | Management | For | For |
| 5 | Reelect Luc Messier as Director | Management | For | For |
| 6 | Reelect Cecile Tandeau de Marsac as Director | Management | For | For |
| 7 | Elect Patrice de Talhouet as Director | Management | For | For |
| 8 | Appoint Cabinet ERNST & YOUNG AUDIT as Auditor | Management | For | For |
| 9 | Approve Remuneration Policy of Chairman and CEO from March 1 to August 31, 2022 | Management | For | For |
| 10 | Approve Compensation of Sophie Bellon, Chairman of the Board then Chairman and CEO | Management | For | For |
| 11 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 12 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1.2 Million | Management | For | For |
| 13 | Approve Remuneration Policy of Directors | Management | For | For |
| 14 | Approve Remuneration Policy of Chairman of the Board and CEO | Management | For | For |
| 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SOJITZ CORP.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 2768
SECURITY ID: J7608R119
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 65 | Management | For | For |
| 2.1 | Elect Director Fujimoto, Masayoshi | Management | For | For |
| 2.2 | Elect Director Hirai, Ryutaro | Management | For | For |
| 2.3 | Elect Director Manabe, Yoshiki | Management | For | For |
| 2.4 | Elect Director Bito, Masaaki | Management | For | For |
| 2.5 | Elect Director Otsuka, Norio | Management | For | For |
| 2.6 | Elect Director Saiki, Naoko | Management | For | For |
| 2.7 | Elect Director Ungyong Shu | Management | For | For |
| 2.8 | Elect Director Kokue, Haruko | Management | For | For |
| 2.9 | Elect Director Kameoka, Tsuyoshi | Management | For | For |
| SOMPO HOLDINGS, INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: 8630
SECURITY ID: J7621A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 130 | Management | For | For |
| 2.1 | Elect Director Sakurada, Kengo | Management | For | Against |
| 2.2 | Elect Director Okumura, Mikio | Management | For | Against |
| 2.3 | Elect Director Scott Trevor Davis | Management | For | For |
| 2.4 | Elect Director Endo, Isao | Management | For | For |
| 2.5 | Elect Director Higashi, Kazuhiro | Management | For | For |
| 2.6 | Elect Director Nawa, Takashi | Management | For | For |
| 2.7 | Elect Director Shibata, Misuzu | Management | For | For |
| 2.8 | Elect Director Yamada, Meyumi | Management | For | For |
| 2.9 | Elect Director Ito, Kumi | Management | For | For |
| 2.10 | Elect Director Waga, Masayuki | Management | For | For |
| 2.11 | Elect Director Kajikawa, Toru | Management | For | For |
| 2.12 | Elect Director Kasai, Satoshi | Management | For | For |
| SONIC HEALTHCARE LIMITED
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: SHL
SECURITY ID: Q8563C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Christine Bennett as Director | Management | For | For |
| 2 | Elect Katharine Giles as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of Options and Performance Rights to Colin Goldschmidt | Management | For | For |
| 5 | Approve Grant of Options and Performance Rights to Chris Wilks | Management | For | For |
| SONOVA HOLDING AG
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: SOON
SECURITY ID: H8024W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 1.2 | Approve Remuneration Report (Non-Binding) | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends of CHF 4.60 per Share | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4 | Amend Articles Re: Composition of Compensation Committee | Management | For | Did Not Vote |
| 5.1.1 | Reelect Robert Spoerry as Director and Board Chair | Management | For | Did Not Vote |
| 5.1.2 | Reelect Stacy Seng as Director | Management | For | Did Not Vote |
| 5.1.3 | Reelect Gregory Behar as Director | Management | For | Did Not Vote |
| 5.1.4 | Reelect Lynn Bleil as Director | Management | For | Did Not Vote |
| 5.1.5 | Reelect Lukas Braunschweiler as Director | Management | For | Did Not Vote |
| 5.1.6 | Reelect Roland Diggelmann as Director | Management | For | Did Not Vote |
| 5.1.7 | Reelect Julie Tay as Director | Management | For | Did Not Vote |
| 5.1.8 | Reelect Ronald van der Vis as Director | Management | For | Did Not Vote |
| 5.1.9 | Reelect Adrian Widmer as Director | Management | For | Did Not Vote |
| 5.2.1 | Reappoint Stacy Seng as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 5.2.2 | Reappoint Lukas Braunschweiler as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 5.2.3 | Reappoint Roland Diggelmann as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 5.3 | Appoint Julie Tay as Member of the Nomination and Compensation Committee | Management | For | Did Not Vote |
| 5.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 5.5 | Designate Keller AG as Independent Proxy | Management | For | Did Not Vote |
| 6.1 | Approve Remuneration of Directors in the Amount of CHF 3.2 Million | Management | For | Did Not Vote |
| 6.2 | Approve Remuneration of Executive Committee in the Amount of CHF 16.5 Million | Management | For | Did Not Vote |
| 7 | Approve CHF 76,645.50 Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 8.1 | Amend Corporate Purpose | Management | For | Did Not Vote |
| 8.2 | Approve Creation of Capital Band within the Upper Limit of CHF 3.3 Million and the Lower Limit of CHF 2.7 Million with or without Exclusion of Preemptive Rights | Management | For | Did Not Vote |
| 8.3 | Amend Articles Re: Board of Directors; Compensation; External Mandates for Members of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 8.4 | Amend Articles of Association | Management | For | Did Not Vote |
| 8.5 | Approve Virtual-Only or Hybrid Shareholder Meetings | Management | For | Did Not Vote |
| 9 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| SPIE SA
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SPIE
SECURITY ID: F8691R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.73 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Reelect Bpifrance Investissement as Director | Management | For | For |
| 6 | Reelect Gabrielle Van Klaveren-Hessel as Director | Management | For | For |
| 7 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 8 | Approve Compensation of Gauthier Louette, Chairman and CEO | Management | For | For |
| 9 | Approve Remuneration Policy of Gauthier Louette, Chairman and CEO | Management | For | For |
| 10 | Approve Compensation Report | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 13 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 14 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 15 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 16 | Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 17 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SSAB AB
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: SSAB.B
SECURITY ID: W8615U108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 3 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Receive Financial Statements and Statutory Reports; Receive Chairman's Report; Receive CEO's Report; Receive Auditors Report | Management | None | None |
| 7.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 7.b | Approve Allocation of Income and Dividends of SEK 8.70 Per Share | Management | For | Did Not Vote |
| 7.c1 | Approve Discharge of Bo Annvik | Management | For | Did Not Vote |
| 7.c2 | Approve Discharge of Petra Einarsson | Management | For | Did Not Vote |
| 7.c3 | Approve Discharge of Lennart Evrell | Management | For | Did Not Vote |
| 7.c4 | Approve Discharge of Bernard Fontana | Management | For | Did Not Vote |
| 7.c5 | Approve Discharge of Marie Gronborg | Management | For | Did Not Vote |
| 7.c6 | Approve Discharge of Pasi Laine | Management | For | Did Not Vote |
| 7.c7 | Approve Discharge of Martin Lindqvist | Management | For | Did Not Vote |
| 7.c8 | Approve Discharge of Mikael Makinen | Management | For | Did Not Vote |
| 7.c9 | Approve Discharge of Maija Strandberg | Management | For | Did Not Vote |
| 7.c10 | Approve Discharge of Mikael Henriksson (Employee Representative) | Management | For | Did Not Vote |
| 7.c11 | Approve Discharge of Tomas Jansson (Employee Representative) | Management | For | Did Not Vote |
| 7.c12 | Approve Discharge of Tomas Karlsson (Employee Representative) | Management | For | Did Not Vote |
| 7.c13 | Approve Discharge of Sven-Erik Rosen (Employee Representative) | Management | For | Did Not Vote |
| 7.c14 | Approve Discharge of Patrick Sjoholm (Employee Representative) | Management | For | Did Not Vote |
| 7.c15 | Approve Discharge of Tomas Westman (Employee Representative) | Management | For | Did Not Vote |
| 7.c16 | Approve Discharge of Martin Lindqvist as CEO | Management | For | Did Not Vote |
| 8 | Determine Number of Directors (7) and Deputy Directors (0) of Board | Management | For | Did Not Vote |
| 9.1 | Approve Remuneration of Directors in the Amount of SEK 2 Million for Chairman and SEK 670,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 9.2 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 10.a | Relect Petra Einarsson as Director | Management | For | Did Not Vote |
| 10.b | Relect Lennart Evrell as Director | Management | For | Did Not Vote |
| 10.c | Relect Bernard Fontana as Director | Management | For | Did Not Vote |
| 10.d | Relect Marie Gronborg as Director | Management | For | Did Not Vote |
| 10.e | Relect Martin Lindqvist as Director | Management | For | Did Not Vote |
| 10.f | Relect Mikael Makinen as Director | Management | For | Did Not Vote |
| 10.g | Relect Maija Strandberg as Director | Management | For | Did Not Vote |
| 11 | Reect Lennart Evrell as Board Chair | Management | For | Did Not Vote |
| 12.1 | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 12.2 | Ratify Ernst & Young as Auditors | Management | For | Did Not Vote |
| 13 | Approve Remuneration Report | Management | For | Did Not Vote |
| 14 | Approve Long Term Incentive Program 2023 | Management | For | Did Not Vote |
| 15 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 16 | Close Meeting | Management | None | None |
| SSE PLC
MEETING DATE: JUL 21, 2022 |
||||
|
TICKER: SSE
SECURITY ID: G8842P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Amend Performance Share Plan | Management | For | For |
| 5 | Approve Final Dividend | Management | For | For |
| 6 | Re-elect Gregor Alexander as Director | Management | For | For |
| 7 | Elect Dame Elish Angiolini as Director | Management | For | For |
| 8 | Elect John Bason as Director | Management | For | For |
| 9 | Re-elect Dame Sue Bruce as Director | Management | For | For |
| 10 | Re-elect Tony Cocker as Director | Management | For | For |
| 11 | Elect Debbie Crosbie as Director | Management | For | For |
| 12 | Re-elect Peter Lynas as Director | Management | For | For |
| 13 | Re-elect Helen Mahy as Director | Management | For | For |
| 14 | Re-elect Sir John Manzoni as Director | Management | For | For |
| 15 | Re-elect Alistair Phillips-Davies as Director | Management | For | For |
| 16 | Re-elect Martin Pibworth as Director | Management | For | For |
| 17 | Re-elect Melanie Smith as Director | Management | For | For |
| 18 | Re-elect Dame Angela Strank as Director | Management | For | For |
| 19 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 20 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 21 | Approve Net Zero Transition Report | Management | For | For |
| 22 | Authorise Issue of Equity | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| STANDARD CHARTERED PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: STAN
SECURITY ID: GB0004082847
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Elect Jackie Hunt as Director | Management | For | For |
| 5 | Elect Linda Yueh as Director | Management | For | For |
| 6 | Re-elect Shirish Apte as Director | Management | For | For |
| 7 | Re-elect David Conner as Director | Management | For | For |
| 8 | Re-elect Andy Halford as Director | Management | For | For |
| 9 | Re-elect Gay Huey Evans as Director | Management | For | For |
| 10 | Re-elect Robin Lawther as Director | Management | For | For |
| 11 | Re-elect Maria Ramos as Director | Management | For | For |
| 12 | Re-elect Phil Rivett as Director | Management | For | For |
| 13 | Re-elect David Tang as Director | Management | For | For |
| 14 | Re-elect Carlson Tong as Director | Management | For | For |
| 15 | Re-elect Jose Vinals as Director | Management | For | For |
| 16 | Re-elect Bill Winters as Director | Management | For | For |
| 17 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 18 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Board to Offer Scrip Dividend | Management | For | For |
| 21 | Approve Sharesave Plan | Management | For | For |
| 22 | Authorise Issue of Equity | Management | For | For |
| 23 | Extend the Authority to Allot Shares by Such Number of Shares Repurchased by the Company under the Authority Granted Pursuant to Resolution 28 | Management | For | For |
| 24 | Authorise Issue of Equity in Relation to Equity Convertible Additional Tier 1 Securities | Management | For | For |
| 25 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 26 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 27 | Authorise Issue of Equity without Pre-emptive Rights in Relation to Equity Convertible Additional Tier 1 Securities | Management | For | For |
| 28 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 29 | Authorise Market Purchase of Preference Shares | Management | For | For |
| 30 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 31 | Adopt New Articles of Association | Management | For | For |
| STRAUMANN HOLDING AG
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: STMN
SECURITY ID: H8300N127
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 1.2 | Approve Remuneration Report | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends of CHF 0.80 per Share | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4 | Approve Fixed Remuneration of Directors in the Amount of CHF 2.7 Million | Management | For | Did Not Vote |
| 5.1 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 9.3 Million | Management | For | Did Not Vote |
| 5.2 | Approve Long-Term Variable Remuneration of Executive Committee in the Amount of CHF 3.8 Million | Management | For | Did Not Vote |
| 5.3 | Approve Short-Term Variable Remuneration of Executive Committee in the Amount of CHF 6.5 Million | Management | For | Did Not Vote |
| 6.1 | Reelect Gilbert Achermann as Director and Board Chair | Management | For | Did Not Vote |
| 6.2 | Reelect Marco Gadola as Director | Management | For | Did Not Vote |
| 6.3 | Reelect Juan Gonzalez as Director | Management | For | Did Not Vote |
| 6.4 | Reelect Petra Rumpf as Director | Management | For | Did Not Vote |
| 6.5 | Reelect Thomas Straumann as Director | Management | For | Did Not Vote |
| 6.6 | Reelect Nadia Schmidt as Director | Management | For | Did Not Vote |
| 6.7 | Reelect Regula Wallimann as Director | Management | For | Did Not Vote |
| 6.8 | Elect Olivier Filliol as Director | Management | For | Did Not Vote |
| 7.1 | Appoint Marco Gadola as Member of the Human Resources and Compensation Committee | Management | For | Did Not Vote |
| 7.2 | Reappoint Nadia Schmidt as Member of the Human Resources and Compensation Committee | Management | For | Did Not Vote |
| 7.3 | Reappoint Regula Wallimann as Member of the Human Resources and Compensation Committee | Management | For | Did Not Vote |
| 8 | Designate Neovius AG as Independent Proxy | Management | For | Did Not Vote |
| 9 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 10.1 | Amend Corporate Purpose | Management | For | Did Not Vote |
| 10.2 | Amend Articles Re: Shares and Share Register | Management | For | Did Not Vote |
| 10.3 | Approve Virtual-Only or Hybrid Shareholder Meetings | Management | For | Did Not Vote |
| 10.4 | Amend Articles Re: Powers of the General Meeting; Board of Directors | Management | For | Did Not Vote |
| 10.5 | Amend Articles Re: Compensation; External Mandates for Members of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 10.6 | Amend Articles Re: Editorial Changes | Management | For | Did Not Vote |
| 11 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| SUMITOMO FORESTRY CO., LTD.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 1911
SECURITY ID: J77454122
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 65 | Management | For | For |
| 2 | Amend Articles to Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Ichikawa, Akira | Management | For | For |
| 3.2 | Elect Director Mitsuyoshi, Toshiro | Management | For | For |
| 3.3 | Elect Director Sato, Tatsuru | Management | For | For |
| 3.4 | Elect Director Kawata, Tatsumi | Management | For | For |
| 3.5 | Elect Director Kawamura, Atsushi | Management | For | For |
| 3.6 | Elect Director Takahashi, Ikuro | Management | For | For |
| 3.7 | Elect Director Yamashita, Izumi | Management | For | For |
| 3.8 | Elect Director Kurihara, Mitsue | Management | For | For |
| 3.9 | Elect Director Toyoda, Yuko | Management | For | For |
| 4 | Appoint Statutory Auditor Kakumoto, Toshio | Management | For | For |
| SUNCORP GROUP LIMITED
MEETING DATE: SEP 23, 2022 |
||||
|
TICKER: SUN
SECURITY ID: Q88040110
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Report | Management | For | For |
| 2 | Approve Suncorp Group Equity Incentive Plan and Modifications to Performance Rights | Management | None | For |
| 3 | Approve Grant of Performance Rights to Steven Johnston | Management | For | For |
| 4a | Elect Ian Hammond as Director | Management | For | For |
| 4b | Elect Sally Herman as Director | Management | For | For |
| 5 | Approve Renewal of Proportional Takeover Provisions in the Constitution | Management | For | For |
| SUNTORY BEVERAGE & FOOD LTD.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 2587
SECURITY ID: J78186103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 41 | Management | For | For |
| 2.1 | Elect Director Ono, Makiko | Management | For | For |
| 2.2 | Elect Director Shekhar Mundlay | Management | For | For |
| 2.3 | Elect Director Naiki, Hachiro | Management | For | For |
| 2.4 | Elect Director Peter Harding | Management | For | For |
| 2.5 | Elect Director Miyamori, Hiroshi | Management | For | For |
| 2.6 | Elect Director Inoue, Yukari | Management | For | For |
| 3.1 | Elect Director and Audit Committee Member Yamazaki, Yuji | Management | For | For |
| 3.2 | Elect Director and Audit Committee Member Masuyama, Mika | Management | For | For |
| 3.3 | Elect Director and Audit Committee Member Mimura, Mariko | Management | For | For |
| 4 | Elect Alternate Director and Audit Committee Member Amitani, Mitsuhiro | Management | For | For |
| SWISSCOM AG
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: SCMN
SECURITY ID: H8398N104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 1.2 | Approve Remuneration Report (Non-Binding) | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends of CHF 22 per Share | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1 | Reelect Roland Abt as Director | Management | For | Did Not Vote |
| 4.2 | Elect Monique Bourquin as Director | Management | For | Did Not Vote |
| 4.3 | Reelect Alain Carrupt as Director | Management | For | Did Not Vote |
| 4.4 | Reelect Guus Dekkers as Director | Management | For | Did Not Vote |
| 4.5 | Reelect Frank Esser as Director | Management | For | Did Not Vote |
| 4.6 | Reelect Sandra Lathion-Zweifel as Director | Management | For | Did Not Vote |
| 4.7 | Reelect Anna Mossberg as Director | Management | For | Did Not Vote |
| 4.8 | Reelect Michael Rechsteiner as Director | Management | For | Did Not Vote |
| 4.9 | Reelect Michael Rechsteiner as Board Chair | Management | For | Did Not Vote |
| 5.1 | Reappoint Roland Abt as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.2 | Appoint Monique Bourquin as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.3 | Reappoint Frank Esser as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.4 | Reappoint Michael Rechsteiner as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.1 | Approve Remuneration of Directors in the Amount of CHF 2.5 Million | Management | For | Did Not Vote |
| 6.2 | Approve Remuneration of Executive Committee in the Amount of CHF 10.4 Million for Fiscal Year 2023 | Management | For | Did Not Vote |
| 6.3 | Approve Remuneration of Executive Committee in the Amount of CHF 10.9 Million for Fiscal Year 2024 | Management | For | Did Not Vote |
| 7 | Designate Reber Rechtsanwaelte as Independent Proxy | Management | For | Did Not Vote |
| 8 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | Did Not Vote |
| 9.1 | Amend Articles Re: Sustainability Clause | Management | For | Did Not Vote |
| 9.2 | Amend Articles Re: Shares and Share Register | Management | For | Did Not Vote |
| 9.3 | Amend Articles Re: General Meeting | Management | For | Did Not Vote |
| 9.4 | Amend Articles Re: Editorial Changes Relating to the Qualified Majority for Adoption of Resolutions | Management | For | Did Not Vote |
| 9.5 | Amend Articles Re: Board of Directors and Executive Committee Compensation; External Mandates for Members of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 9.6 | Amend Articles of Association | Management | For | Did Not Vote |
| 10 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| TAISEI CORP.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 1801
SECURITY ID: J79561148
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 65 | Management | For | For |
| 2.1 | Elect Director Tanaka, Shigeyoshi | Management | For | Against |
| 2.2 | Elect Director Aikawa, Yoshiro | Management | For | Against |
| 2.3 | Elect Director Tsuchiya, Hiroshi | Management | For | For |
| 2.4 | Elect Director Okada, Masahiko | Management | For | For |
| 2.5 | Elect Director Kimura, Hiroshi | Management | For | For |
| 2.6 | Elect Director Yamaura, Mayuki | Management | For | For |
| 2.7 | Elect Director Yoshino, Yuichiro | Management | For | For |
| 2.8 | Elect Director Tsuji, Toshiyuki | Management | For | For |
| 2.9 | Elect Director Nishimura, Atsuko | Management | For | For |
| 2.10 | Elect Director Otsuka, Norio | Management | For | For |
| 2.11 | Elect Director Kokubu, Fumiya | Management | For | For |
| 2.12 | Elect Director Kamijo, Tsutomu | Management | For | For |
| 3.1 | Appoint Statutory Auditor Hayashi, Takashi | Management | For | For |
| 3.2 | Appoint Statutory Auditor Okuda, Shuichi | Management | For | For |
| TECAN GROUP AG
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: TECN
SECURITY ID: H84774167
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2.1 | Approve Allocation of Income and Dividends of CHF 1.45 per Share | Management | For | Did Not Vote |
| 2.2 | Approve Dividends of CHF 1.45 per Share from Capital Contribution Reserves | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4 | Elect Matthias Gillner as Director | Management | For | Did Not Vote |
| 5.1 | Reelect Lukas Braunschweiler as Director | Management | For | Did Not Vote |
| 5.2 | Reelect Myra Eskes as Director | Management | For | Did Not Vote |
| 5.3 | Reelect Oliver Fetzer as Director | Management | For | Did Not Vote |
| 5.4 | Reelect Karen Huebscher as Director | Management | For | Did Not Vote |
| 5.5 | Reelect Christa Kreuzburg as Director | Management | For | Did Not Vote |
| 5.6 | Reelect Daniel Marshak as Director | Management | For | Did Not Vote |
| 6 | Reelect Lukas Braunschweiler as Board Chair | Management | For | Did Not Vote |
| 7.1 | Reappoint Myra Eskes as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2 | Reappoint Oliver Fetzer as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.3 | Reappoint Christa Kreuzburg as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.4 | Reappoint Daniel Marshak as Member of the Compensation Committee | Management | For | Did Not Vote |
| 8 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 9 | Designate Proxy Voting Services GmbH as Independent Proxy | Management | For | Did Not Vote |
| 10.1 | Approve Remuneration Report (Non-Binding) | Management | For | Did Not Vote |
| 10.2 | Approve Remuneration of Directors in the Amount of CHF 1.5 Million | Management | For | Did Not Vote |
| 10.3 | Approve Remuneration of Executive Committee in the Amount of CHF 20.5 Million | Management | For | Did Not Vote |
| 11 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| TECK RESOURCES LIMITED
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: TECK.B
SECURITY ID: 878742204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arnoud J. Balhuizen | Management | For | For |
| 1.2 | Elect Director Harry "Red" M. Conger, IV | Management | For | For |
| 1.3 | Elect Director Edward C. Dowling, Jr. | Management | For | For |
| 1.4 | Elect Director Norman B. Keevil, III | Management | For | For |
| 1.5 | Elect Director Tracey L. McVicar | Management | For | For |
| 1.6 | Elect Director Sheila A. Murray | Management | For | For |
| 1.7 | Elect Director Una M. Power | Management | For | For |
| 1.8 | Elect Director Jonathan H. Price | Management | For | For |
| 1.9 | Elect Director Yoshihiro Sagawa | Management | For | For |
| 1.10 | Elect Director Paul G. Schiodtz | Management | For | For |
| 1.11 | Elect Director Timothy R. Snider | Management | For | For |
| 1.12 | Elect Director Sarah A. Strunk | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Approve Spin-Off Agreement with Elk Valley Resources Ltd. | Management | For | Against |
| 4 | Approve EVR Stock Option Plan | Management | For | Against |
| 5 | Approve EVR Shareholder Rights Plan | Management | For | Against |
| 6 | Approve Dual Class Amendment | Management | For | For |
| 7 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| TELEFONAKTIEBOLAGET LM ERICSSON
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: ERIC.B
SECURITY ID: W26049119
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 3 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 4 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Receive President's Report | Management | None | None |
| 8.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8.2 | Approve Remuneration Report | Management | For | Did Not Vote |
| 8.3.a | Approve Discharge of Board Chairman Ronnie Leten | Management | For | Did Not Vote |
| 8.3.b | Approve Discharge of Board Member Helena Stjernholm | Management | For | Did Not Vote |
| 8.3.c | Approve Discharge of Board Member Jacob Wallenberg | Management | For | Did Not Vote |
| 8.3.d | Approve Discharge of Board Member Jon Fredrik Baksaas | Management | For | Did Not Vote |
| 8.3.e | Approve Discharge of Board Member Jan Carlson | Management | For | Did Not Vote |
| 8.3.f | Approve Discharge of Board Member Nora Denzel | Management | For | Did Not Vote |
| 8.3.g | Approve Discharge of Board Member Carolina Dybeck Happe | Management | For | Did Not Vote |
| 8.3.h | Approve Discharge of Board Member Borje Ekholm | Management | For | Did Not Vote |
| 8.3.i | Approve Discharge of Board Member Eric A. Elzvik | Management | For | Did Not Vote |
| 8.3.j | Approve Discharge of Board Member Kurt Jofs | Management | For | Did Not Vote |
| 8.3.k | Approve Discharge of Board Member Kristin S. Rinne | Management | For | Did Not Vote |
| 8.3.l | Approve Discharge of Employee Representative Torbjorn Nyman | Management | For | Did Not Vote |
| 8.3.m | Approve Discharge of Employee Representative Anders Ripa | Management | For | Did Not Vote |
| 8.3.n | Approve Discharge of Employee Representative Kjell-Ake Soting | Management | For | Did Not Vote |
| 8.3.o | Approve Discharge of Deputy Employee Representative Ulf Rosberg | Management | For | Did Not Vote |
| 8.3.p | Approve Discharge of Deputy Employee Representative Loredana Roslund | Management | For | Did Not Vote |
| 8.3.q | Approve Discharge of Deputy Employee Representative Annika Salomonsson | Management | For | Did Not Vote |
| 8.3.r | Approve Discharge of President Borje Ekholm | Management | For | Did Not Vote |
| 8.4 | Approve Allocation of Income and Dividends of SEK 2.70 Per Share | Management | For | Did Not Vote |
| 9 | Determine Number Directors (10) and Deputy Directors (0) of Board | Management | For | Did Not Vote |
| 10 | Approve Remuneration of Directors SEK 4.5 Million for Chairman and SEK 1.1 Million for Other Directors, Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 11.1 | Reelect Jon Fredrik Baksaas as Director | Management | For | Did Not Vote |
| 11.2 | Reelect Jan Carlson as Director | Management | For | Did Not Vote |
| 11.3 | Reelect Carolina Dybeck Happe as Director | Management | For | Did Not Vote |
| 11.4 | Reelect Borje Ekholm as Director | Management | For | Did Not Vote |
| 11.5 | Reelect Eric A. Elzvik as Director | Management | For | Did Not Vote |
| 11.6 | Reelect Kristin S. Rinne as Director | Management | For | Did Not Vote |
| 11.7 | Reelect Helena Stjernholm as Director | Management | For | Did Not Vote |
| 11.8 | Relect Jacob Wallenberg as Director | Management | For | Did Not Vote |
| 11.9 | Elect Jonas Synnergren as New Director | Management | For | Did Not Vote |
| 11.10 | Elect Christy Wyatt as New Director | Management | For | Did Not Vote |
| 12 | Elect Jan Carlson as Board Chairman | Management | For | Did Not Vote |
| 13 | Determine Number of Auditors (1) | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Ratify Deloitte AB as Auditors | Management | For | Did Not Vote |
| 16.1 | Approve Long-Term Variable Compensation Program I 2023 (LTV I 2023) | Management | For | Did Not Vote |
| 16.2 | Approve Equity Plan Financing LTV I 2023 | Management | For | Did Not Vote |
| 16.3 | Approve Alternative Equity Plan Financing of LTV I 2023, if Item 16.2 is Not Approved | Management | For | Did Not Vote |
| 17.1 | Approve Long-Term Variable Compensation Program II 2023 (LTV II 2023) | Management | For | Did Not Vote |
| 17.2 | Approve Equity Plan Financing of LTV II 2023 | Management | For | Did Not Vote |
| 17.3 | Approve Alternative Equity Plan Financing of LTV II 2023, if Item 17.2 is Not Approved | Management | For | Did Not Vote |
| 18 | Approve Equity Plan Financing of LTV 2022 | Management | For | Did Not Vote |
| 19 | Approve Equity Plan Financing of LTV 2021 | Management | For | Did Not Vote |
| 20.1 | Approve Equity Plan Financing of LTV 2019 and 2020 | Management | For | Did Not Vote |
| 20.2 | Approve Equity Plan Financing of LTV 2019 and 2020 | Management | For | Did Not Vote |
| 21 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 22 | Close Meeting | Management | None | None |
| TELSTRA CORPORATION LIMITED
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: TLS
SECURITY ID: Q8975N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 3a | Elect Eelco Blok as Director | Management | For | For |
| 3b | Elect Craig Dunn as Director | Management | For | For |
| 4a | Approve Grant of Restricted Shares to Vicki Brady | Management | For | For |
| 4b | Approve Grant of Performance Rights to Vicki Brady | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| TELSTRA CORPORATION LIMITED
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: TLS
SECURITY ID: Q8975N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement in Relation to the Proposed Restructure of the Telstra Group | Management | For | For |
| THALES SA
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: HO
SECURITY ID: F9156M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.94 per Share | Management | For | For |
| 4 | Approve Compensation of Patrice Caine, Chairman and CEO | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 7 | Approve Remuneration Policy of Directors | Management | For | For |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Authorize up to 0.96 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 10 | Authorize up to 0.04 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Chairman and CEO | Management | For | For |
| 11 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 12 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| 13 | Elect Marianna Nitsch as Director | Management | For | For |
| THE BANK OF NOVA SCOTIA
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: BNS
SECURITY ID: 064149107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nora A. Aufreiter | Management | For | For |
| 1.2 | Elect Director Guillermo E. Babatz | Management | For | For |
| 1.3 | Elect Director Scott B. Bonham | Management | For | For |
| 1.4 | Elect Director Daniel (Don) H. Callahan | Management | For | For |
| 1.5 | Elect Director W. Dave Dowrich | Management | For | For |
| 1.6 | Elect Director Lynn K. Patterson | Management | For | For |
| 1.7 | Elect Director Michael D. Penner | Management | For | For |
| 1.8 | Elect Director Una M. Power | Management | For | For |
| 1.9 | Elect Director Aaron W. Regent | Management | For | For |
| 1.10 | Elect Director Calin Rovinescu | Management | For | For |
| 1.11 | Elect Director L. Scott Thomson | Management | For | For |
| 1.12 | Elect Director Benita M. Warmbold | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| 5 | SP 2: Report on Client Net-Zero Transition Plans in Relation to Bank's 2030 Emissions Reduction and Net-Zero Goals | Shareholder | Against | Against |
| THE SAGE GROUP PLC
MEETING DATE: FEB 02, 2023 |
||||
|
TICKER: SGE
SECURITY ID: G7771K142
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Maggie Jones as Director | Management | For | For |
| 5 | Re-elect Andrew Duff as Director | Management | For | For |
| 6 | Re-elect Sangeeta Anand as Director | Management | For | For |
| 7 | Re-elect John Bates as Director | Management | For | For |
| 8 | Re-elect Jonathan Bewes as Director | Management | For | For |
| 9 | Re-elect Annette Court as Director | Management | For | For |
| 10 | Re-elect Drummond Hall as Director | Management | For | For |
| 11 | Re-elect Derek Harding as Director | Management | For | For |
| 12 | Re-elect Steve Hare as Director | Management | For | For |
| 13 | Re-elect Jonathan Howell as Director | Management | For | For |
| 14 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Approve Increase in the Maximum Aggregate Fees Payable to Non-Executive Directors | Management | For | For |
| 18 | Amend 2019 Restricted Share Plan | Management | For | For |
| 19 | Approve Colleague Share Purchase Plan | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| THE SWATCH GROUP AG
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: UHR
SECURITY ID: H83949141
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of CHF 1.20 per Registered Share and CHF 6.00 per Bearer Share | Management | For | Did Not Vote |
| 4.1.1 | Approve Fixed Remuneration of Non-Executive Directors in the Amount of CHF 1 Million | Management | For | Did Not Vote |
| 4.1.2 | Approve Fixed Remuneration of Executive Directors in the Amount of CHF 2.6 Million | Management | For | Did Not Vote |
| 4.2 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.7 Million | Management | For | Did Not Vote |
| 4.3 | Approve Variable Remuneration of Executive Directors in the Amount of CHF 7 Million | Management | For | Did Not Vote |
| 4.4 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 14.5 Million | Management | For | Did Not Vote |
| 5.1 | Reelect Nayla Hayek as Director | Management | For | Did Not Vote |
| 5.2 | Reelect Ernst Tanner as Director | Management | For | Did Not Vote |
| 5.3 | Reelect Daniela Aeschlimann as Director | Management | For | Did Not Vote |
| 5.4 | Reelect Georges Hayek as Director | Management | For | Did Not Vote |
| 5.5 | Reelect Claude Nicollier as Director | Management | For | Did Not Vote |
| 5.6 | Reelect Jean-Pierre Roth as Director | Management | For | Did Not Vote |
| 5.7 | Reelect Nayla Hayek as Board Chair | Management | For | Did Not Vote |
| 6.1 | Reappoint Nayla Hayek as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.2 | Reappoint Ernst Tanner as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.3 | Reappoint Daniela Aeschlimann as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.4 | Reappoint Georges Hayek as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.5 | Reappoint Claude Nicollier as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.6 | Reappoint Jean-Pierre Roth as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7 | Designate Bernhard Lehmann as Independent Proxy | Management | For | Did Not Vote |
| 8 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | Did Not Vote |
| 9 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| THE TORONTO-DOMINION BANK
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: TD
SECURITY ID: 891160509
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cherie L. Brant | Management | For | For |
| 1.2 | Elect Director Amy W. Brinkley | Management | For | For |
| 1.3 | Elect Director Brian C. Ferguson | Management | For | For |
| 1.4 | Elect Director Colleen A. Goggins | Management | For | For |
| 1.5 | Elect Director David E. Kepler | Management | For | For |
| 1.6 | Elect Director Brian M. Levitt | Management | For | For |
| 1.7 | Elect Director Alan N. MacGibbon | Management | For | For |
| 1.8 | Elect Director Karen E. Maidment | Management | For | For |
| 1.9 | Elect Director Bharat B. Masrani | Management | For | For |
| 1.10 | Elect Director Claude Mongeau | Management | For | For |
| 1.11 | Elect Director S. Jane Rowe | Management | For | For |
| 1.12 | Elect Director Nancy G. Tower | Management | For | For |
| 1.13 | Elect Director Ajay K. Virmani | Management | For | For |
| 1.14 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Disclose Assessment on Human Rights Risk in Connection with Clients Owning Canadian Multi-Family Rental REITs in Canada | Shareholder | Against | Against |
| 5 | SP 2: Amend the Bank's Policy Guidelines for Sensitive Sectors and Activities | Shareholder | Against | Against |
| 6 | SP 3: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| 7 | SP 4: Invest in and Finance the Canadian Oil and Gas Sector | Shareholder | Against | Against |
| 8 | SP 5: Disclose the CEO Compensation to Median Worker Pay Ratio on an Annual Basis | Shareholder | Against | Against |
| 9 | SP 6: Disclose Transition Plan Towards 2030 Emission Reduction Goals | Shareholder | Against | Against |
| TIETOEVRY CORP.
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: TIETO
SECURITY ID: Y8T39G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 5 | Prepare and Approve List of Shareholders | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8 | Approve Allocation of Income; Authorize Board to Decide on Dividends of up to EUR 1.45 Per Share | Management | For | Did Not Vote |
| 9 | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of EUR 133,000 for Chairman, EUR 72,000 for Vice Chairman, and EUR 54,500 for Other Directors; Approve Remuneration for Committee Work; Approve Meeting Fees | Management | For | Did Not Vote |
| 12 | Fix Number of Directors at Nine | Management | For | Did Not Vote |
| 13 | Reelect Thomas Franzen (Chair), Liselotte Hagertz Engstam, Harri-Pekka Kaukonen, Katharina Mosheim and Endre Rangnes as Directors; Elect Bertil Carlsen, Elisabetta Castiglioni, Gustav Moss and Petter Soderstrom as New Directors | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Ratify Deloitte as Auditors | Management | For | Did Not Vote |
| 16 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 17 | Approve Issuance of up to 11.8 Million Shares without Preemptive Rights | Management | For | Did Not Vote |
| 18 | Allow Shareholder Meetings to be Held by Electronic Means Only | Management | For | Did Not Vote |
| 19 | Close Meeting | Management | None | None |
| TIS, INC. (JAPAN)
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 3626
SECURITY ID: J8T622102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 35 | Management | For | For |
| 2.1 | Elect Director Kuwano, Toru | Management | For | For |
| 2.2 | Elect Director Okamoto, Yasushi | Management | For | For |
| 2.3 | Elect Director Yanai, Josaku | Management | For | For |
| 2.4 | Elect Director Horiguchi, Shinichi | Management | For | For |
| 2.5 | Elect Director Kitaoka, Takayuki | Management | For | For |
| 2.6 | Elect Director Hikida, Shuzo | Management | For | For |
| 2.7 | Elect Director Sano, Koichi | Management | For | For |
| 2.8 | Elect Director Tsuchiya, Fumio | Management | For | For |
| 2.9 | Elect Director Mizukoshi, Naoko | Management | For | For |
| 3 | Appoint Statutory Auditor Tsujimoto, Makoto | Management | For | For |
| TMX GROUP LIMITED
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: X
SECURITY ID: 87262K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 2a | Elect Director Luc Bertrand | Management | For | For |
| 2b | Elect Director Nicolas Darveau-Garneau | Management | For | For |
| 2c | Elect Director Martine Irman | Management | For | For |
| 2d | Elect Director Moe Kermani | Management | For | For |
| 2e | Elect Director William Linton | Management | For | For |
| 2f | Elect Director Audrey Mascarenhas | Management | For | For |
| 2g | Elect Director John McKenzie | Management | For | For |
| 2h | Elect Director Monique Mercier | Management | For | For |
| 2i | Elect Director Kevin Sullivan | Management | For | For |
| 2j | Elect Director Claude Tessier | Management | For | For |
| 2k | Elect Director Eric Wetlaufer | Management | For | For |
| 2l | Elect Director Ava Yaskiel | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Approve Stock Split | Management | For | For |
| TOKIO MARINE HOLDINGS, INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: 8766
SECURITY ID: J86298106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 50 | Management | For | For |
| 2.1 | Elect Director Nagano, Tsuyoshi | Management | For | Against |
| 2.2 | Elect Director Komiya, Satoru | Management | For | Against |
| 2.3 | Elect Director Okada, Kenji | Management | For | For |
| 2.4 | Elect Director Moriwaki, Yoichi | Management | For | For |
| 2.5 | Elect Director Ishii, Yoshinori | Management | For | For |
| 2.6 | Elect Director Wada, Kiyoshi | Management | For | For |
| 2.7 | Elect Director Hirose, Shinichi | Management | For | For |
| 2.8 | Elect Director Mitachi, Takashi | Management | For | For |
| 2.9 | Elect Director Endo, Nobuhiro | Management | For | For |
| 2.10 | Elect Director Katanozaka, Shinya | Management | For | For |
| 2.11 | Elect Director Osono, Emi | Management | For | For |
| 2.12 | Elect Director Shindo, Kosei | Management | For | For |
| 2.13 | Elect Director Robert Alan Feldman | Management | For | For |
| 2.14 | Elect Director Yamamoto, Kichiichiro | Management | For | For |
| 2.15 | Elect Director Matsuyama, Haruka | Management | For | For |
| 3 | Appoint Statutory Auditor Shimizu, Junko | Management | For | For |
| TOPPAN, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 7911
SECURITY ID: 890747108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Adoption of Holding Company Structure and Transfer of Operations to Wholly Owned Subsidiary | Management | For | For |
| 2 | Amend Articles to Change Company Name - Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Kaneko, Shingo | Management | For | Against |
| 3.2 | Elect Director Maro, Hideharu | Management | For | Against |
| 3.3 | Elect Director Sakai, Kazunori | Management | For | For |
| 3.4 | Elect Director Kurobe, Takashi | Management | For | For |
| 3.5 | Elect Director Saito, Masanori | Management | For | For |
| 3.6 | Elect Director Soeda, Hideki | Management | For | For |
| 3.7 | Elect Director Noma, Yoshinobu | Management | For | For |
| 3.8 | Elect Director Toyama, Ryoko | Management | For | For |
| 3.9 | Elect Director Nakabayashi, Mieko | Management | For | For |
| 4 | Appoint Statutory Auditor Kubozono, Itaru | Management | For | For |
| TOSOH CORP.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 4042
SECURITY ID: J90096132
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kuwada, Mamoru | Management | For | For |
| 1.2 | Elect Director Adachi, Toru | Management | For | For |
| 1.3 | Elect Director Doi, Toru | Management | For | For |
| 1.4 | Elect Director Yoshimizu, Akihiro | Management | For | For |
| 1.5 | Elect Director Kamezaki, Takahiko | Management | For | For |
| 1.6 | Elect Director Abe, Tsutomu | Management | For | For |
| 1.7 | Elect Director Hombo, Yoshihiro | Management | For | For |
| 1.8 | Elect Director Hidaka, Mariko | Management | For | For |
| 1.9 | Elect Director Nakano, Yukimasa | Management | For | For |
| 2 | Appoint Statutory Auditor Yonezawa, Satoru | Management | For | For |
| 3.1 | Appoint Alternate Statutory Auditor Takahashi, Yojiro | Management | For | For |
| 3.2 | Appoint Alternate Statutory Auditor Nagao, Kenta | Management | For | For |
| TOTALENERGIES SE
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: TTE
SECURITY ID: F92124100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.81 per Share | Management | For | For |
| 4 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Marie-Christine Coisne-Roquette as Director | Management | For | For |
| 7 | Reelect Mark Cutifani as Director | Management | For | For |
| 8 | Elect Dierk Paskert as Director | Management | For | For |
| 9 | Elect Anelise Lara as Director | Management | For | For |
| 10 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 11 | Approve Remuneration Policy of Directors; Approve Remuneration of Directors in the Aggregate Amount of EUR 1.95 Million | Management | For | For |
| 12 | Approve Compensation of Patrick Pouyanne, Chairman and CEO | Management | For | For |
| 13 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 14 | Approve the Company's Sustainable Development and Energy Transition Plan | Management | For | For |
| 15 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 16 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 17 | Remove Double-Voting Rights for Long-Term Registered Shareholders and Amend Article 18 of Bylaws Accordingly | Management | For | For |
| A | Align Targets for Indirect Scope 3 Emissions with the Paris Climate Agreement (Advisory) | Shareholder | Against | Against |
| TOURMALINE OIL CORP.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: TOU
SECURITY ID: 89156V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Rose | Management | For | For |
| 1b | Elect Director Brian G. Robinson | Management | For | For |
| 1c | Elect Director Jill T. Angevine | Management | For | For |
| 1d | Elect Director William D. Armstrong | Management | For | For |
| 1e | Elect Director Lee A. Baker | Management | For | For |
| 1f | Elect Director John W. Elick | Management | For | For |
| 1g | Elect Director Andrew B. MacDonald | Management | For | For |
| 1h | Elect Director Lucy M. Miller | Management | For | For |
| 1i | Elect Director Janet L. Weiss | Management | For | For |
| 1j | Elect Director Ronald C. Wigham | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Re-approve Stock Option Plan | Management | For | For |
| TOYO SUISAN KAISHA, LTD.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: 2875
SECURITY ID: 892306101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 60 | Management | For | For |
| 2.1 | Elect Director Tsutsumi, Tadasu | Management | For | For |
| 2.2 | Elect Director Imamura, Masanari | Management | For | For |
| 2.3 | Elect Director Sumimoto, Noritaka | Management | For | For |
| 2.4 | Elect Director Oki, Hitoshi | Management | For | For |
| 2.5 | Elect Director Makiya, Rieko | Management | For | For |
| 2.6 | Elect Director Mochizuki, Masahisa | Management | For | For |
| 2.7 | Elect Director Murakami, Osamu | Management | For | For |
| 2.8 | Elect Director Hayama, Tomohide | Management | For | For |
| 2.9 | Elect Director Matsumoto, Chiyoko | Management | For | For |
| 2.10 | Elect Director Tome, Koichi | Management | For | For |
| 2.11 | Elect Director Yachi, Hiroyasu | Management | For | For |
| 2.12 | Elect Director Mineki, Machiko | Management | For | For |
| 2.13 | Elect Director Yazawa, Kenichi | Management | For | For |
| 2.14 | Elect Director Chino, Isamu | Management | For | For |
| 2.15 | Elect Director Kobayashi, Tetsuya | Management | For | For |
| 3.1 | Appoint Statutory Auditor Oikawa, Masaharu | Management | For | For |
| 3.2 | Appoint Statutory Auditor Higuchi, Tetsuro | Management | For | For |
| 3.3 | Appoint Statutory Auditor Endo, Kiyoshi | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Ushijima, Tsutomu | Management | For | For |
| 5 | Approve Annual Bonus | Management | For | For |
| 6 | Amend Articles to Disclose Company's Review regarding Subsidiary Management in Corporate Governance Report | Shareholder | Against | Against |
| TREND MICRO, INC.
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: 4704
SECURITY ID: J9298Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 151 | Management | For | For |
| 2.1 | Elect Director Chang Ming-Jang | Management | For | For |
| 2.2 | Elect Director Eva Chen | Management | For | For |
| 2.3 | Elect Director Mahendra Negi | Management | For | For |
| 2.4 | Elect Director Omikawa, Akihiko | Management | For | For |
| 2.5 | Elect Director Koga, Tetsuo | Management | For | For |
| 2.6 | Elect Director Tokuoka, Koichiro | Management | For | For |
| 3 | Amend Articles to Change Location of Head Office | Management | For | For |
| UBS GROUP AG
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: UBSG
SECURITY ID: H42097107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Remuneration Report | Management | For | Did Not Vote |
| 3 | Approve Sustainability Report | Management | For | Did Not Vote |
| 4 | Approve Allocation of Income and Dividends of USD 0.55 per Share | Management | For | Did Not Vote |
| 5.1 | Amend Articles Re: General Meeting | Management | For | Did Not Vote |
| 5.2 | Approve Virtual-Only Shareholder Meetings | Management | For | Did Not Vote |
| 5.3 | Amend Articles Re: Compensation; External Mandates for Members of the Board of Directors and Executive Committee; Editorial Changes | Management | For | Did Not Vote |
| 5.4 | Amend Articles Re: Shares and Share Register | Management | For | Did Not Vote |
| 6 | Approve Discharge of Board and Senior Management, excluding French Cross-Border Matter | Management | For | Did Not Vote |
| 7.1 | Reelect Colm Kelleher as Director and Board Chair | Management | For | Did Not Vote |
| 7.2 | Reelect Lukas Gaehwiler as Director | Management | For | Did Not Vote |
| 7.3 | Reelect Jeremy Anderson as Director | Management | For | Did Not Vote |
| 7.4 | Reelect Claudia Boeckstiegel as Director | Management | For | Did Not Vote |
| 7.5 | Reelect William Dudley as Director | Management | For | Did Not Vote |
| 7.6 | Reelect Patrick Firmenich as Director | Management | For | Did Not Vote |
| 7.7 | Reelect Fred Hu as Director | Management | For | Did Not Vote |
| 7.8 | Reelect Mark Hughes as Director | Management | For | Did Not Vote |
| 7.9 | Reelect Nathalie Rachou as Director | Management | For | Did Not Vote |
| 7.10 | Reelect Julie Richardson as Director | Management | For | Did Not Vote |
| 7.11 | Reelect Dieter Wemmer as Director | Management | For | Did Not Vote |
| 7.12 | Reelect Jeanette Wong as Director | Management | For | Did Not Vote |
| 8.1 | Reappoint Julie Richardson as Chairperson of the Compensation Committee | Management | For | Did Not Vote |
| 8.2 | Reappoint Dieter Wemmer as Member of the Compensation Committee | Management | For | Did Not Vote |
| 8.3 | Reappoint Jeanette Wong as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.1 | Approve Remuneration of Directors in the Amount of CHF 13 Million | Management | For | Did Not Vote |
| 9.2 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 81.1 Million | Management | For | Did Not Vote |
| 9.3 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 33 Million | Management | For | Did Not Vote |
| 10.1 | Designate ADB Altorfer Duss & Beilstein AG as Independent Proxy | Management | For | Did Not Vote |
| 10.2 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 11 | Approve CHF 6.3 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 12 | Authorize Repurchase of up to USD 6 Billion in Issued Share Capital | Management | For | Did Not Vote |
| 13.1 | Approve CHF 25.9 Million Reduction in Share Capital via Reduction of Nominal Value and Allocation to Capital Contribution Reserves | Management | For | Did Not Vote |
| 13.2 | Approve Conversion of Currency of the Share Capital from CHF to USD | Management | For | Did Not Vote |
| 14 | Transact Other Business (Voting) | Management | None | Did Not Vote |
| UCB SA
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: UCB
SECURITY ID: B93562120
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Directors' Reports (Non-Voting) | Management | None | None |
| 2 | Receive Auditors' Reports (Non-Voting) | Management | None | None |
| 3 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| 4 | Approve Financial Statements, Allocation of Income and Dividends of EUR 1.33 per Share | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Approve Discharge of Directors | Management | For | For |
| 7 | Approve Discharge of Auditors | Management | For | For |
| 8.1.A | Reelect Jan Berger as Director | Management | For | For |
| 8.1.B | Indicate Jan Berger as Independent Director | Management | For | For |
| 8.2 | Reelect Cyril Janssen as Director | Management | For | For |
| 8.3.A | Elect Maelys Castella as Director | Management | For | For |
| 8.3.B | Indicate Maelys Castella as Independent Director | Management | For | For |
| 9 | Approve Long-Term Incentive Plans | Management | For | For |
| 10.1 | Approve Change-of-Control Clause Re: EMTN Program Renewal | Management | For | For |
| 10.2 | Approve Change-of-Control Clause Re: Schuldschein Loan Agreements Entered on 2 November 2022 | Management | For | For |
| 10.3 | Approve Change-of-Control Clause Re: Revolving Credit Facility Agreement | Management | For | For |
| UNILEVER PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ULVR
SECURITY ID: GB00B10RZP78
|
||||
| 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 | Against |
| 3 | Re-elect Nils Andersen as Director | Management | For | For |
| 4 | Re-elect Judith Hartmann as Director | Management | For | For |
| 5 | Re-elect Adrian Hennah as Director | Management | For | For |
| 6 | Re-elect Alan Jope as Director | Management | For | For |
| 7 | Re-elect Andrea Jung as Director | Management | For | For |
| 8 | Re-elect Susan Kilsby as Director | Management | For | For |
| 9 | Re-elect Ruby Lu as Director | Management | For | For |
| 10 | Re-elect Strive Masiyiwa as Director | Management | For | For |
| 11 | Re-elect Youngme Moon as Director | Management | For | For |
| 12 | Re-elect Graeme Pitkethly as Director | Management | For | For |
| 13 | Re-elect Feike Sijbesma as Director | Management | For | For |
| 14 | Elect Nelson Peltz as Director | Management | For | For |
| 15 | Elect Hein Schumacher as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| UNITED OVERSEAS BANK LIMITED (SINGAPORE)
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: U11
SECURITY ID: Y9T10P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Directors' Fees | Management | For | For |
| 4 | Approve Ernst & Young LLP as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | For |
| 5 | Elect Wee Ee Cheong as Director | Management | For | For |
| 6 | Elect Steven Phan Swee Kim as Director | Management | For | For |
| 7 | Elect Chia Tai Tee as Director | Management | For | For |
| 8 | Elect Ong Chong Tee as Director | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 10 | Approve Issuance of Shares Pursuant to the UOB Scrip Dividend Scheme | Management | For | For |
| 11 | Authorize Share Repurchase Program | Management | For | For |
| UPM-KYMMENE OYJ
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: UPM
SECURITY ID: X9518S108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 5 | Prepare and Approve List of Shareholders | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8 | Approve Allocation of Income and Dividends of EUR 1.50 Per Share | Management | For | Did Not Vote |
| 9 | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report | Management | For | Did Not Vote |
| 11 | Remuneration of Directors in the Amount of EUR 218,000 for Chairman, EUR 145,000 for Deputy Chairman and EUR 120,000 for Other Directors; Approve Compensation for Committee Work | Management | For | Did Not Vote |
| 12 | Fix Number of Directors at Nine | Management | For | Did Not Vote |
| 13 | Reelect Henrik Ehrnrooth, Emma FitzGerald, Jari Gustafsson, Piia-Noora Kauppi, Topi Manner, Marjan Oudeman, Martin a Porta and Kim Wahl as Directors; Eelect Pia Aaltonen-Forsell as New Director | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Ratify PricewaterhouseCoopers as Auditor for FY 2023 | Management | For | Did Not Vote |
| 16 | Ratify Ernst & Young Oy as Auditor for FY 2024 | Management | For | Did Not Vote |
| 17 | Approve Issuance of up to 25 Million Shares without Preemptive Rights | Management | For | Did Not Vote |
| 18 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 19 | Allow Shareholder Meetings to be Held by Electronic Means Only | Management | For | Did Not Vote |
| 20 | Authorize Charitable Donations | Management | For | Did Not Vote |
| 21 | Close Meeting | Management | None | None |
| USS CO., LTD.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 4732
SECURITY ID: J9446Z105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 33.8 | Management | For | For |
| 2.1 | Elect Director Ando, Yukihiro | Management | For | For |
| 2.2 | Elect Director Seta, Dai | Management | For | For |
| 2.3 | Elect Director Yamanaka, Masafumi | Management | For | For |
| 2.4 | Elect Director Ikeda, Hiromitsu | Management | For | For |
| 2.5 | Elect Director Takagi, Nobuko | Management | For | For |
| 2.6 | Elect Director Honda, Shinji | Management | For | For |
| 2.7 | Elect Director Sasao, Yoshiko | Management | For | For |
| VERALLIA SA
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: VRLA
SECURITY ID: F96976117
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.40 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Reelect Michel Giannuzzi as Director | Management | For | For |
| 6 | Reelect Virginie Helias as Director | Management | For | For |
| 7 | Reelect BW Gestao de Investimentos Ltda (BWGI) as Director | Management | For | For |
| 8 | Reelect Cecile Tandeau de Marsac as Director | Management | For | For |
| 9 | Reelect Brasil Warrant Administracao de Bens e Empresas S.A.(BWSA) as Director | Management | For | For |
| 10 | Reelect Bpifrance Investissement as Director | Management | For | For |
| 11 | Reelect Marie-Jose Donsion as Director | Management | For | For |
| 12 | Reelect Pierre Vareille as Director | Management | For | For |
| 13 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 14 | Approve Remuneration Policy of CEO | Management | For | For |
| 15 | Approve Remuneration Policy of Directors | Management | For | For |
| 16 | Approve Compensation of Michel Giannuzzi, Chairman and CEO from January 1, 2022 until May 11, 2022 | Management | For | Against |
| 17 | Approve Compensation of Michel Giannuzzi, Chairman of the Board since May 12, 2022 | Management | For | For |
| 18 | Approve Compensation of Patrice Lucas, Vice-CEO from February 1, 2022 until May 11, 2022 | Management | For | For |
| 19 | Approve Compensation of Patrice Lucas, CEO since May 12, 2022 | Management | For | For |
| 20 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 21 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 22 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 23 | Authorize Capitalization of Reserves of Up to EUR 82 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 24 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 206 Million | Management | For | For |
| 25 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with a Binding Priority Right up to Aggregate Nominal Amount of EUR 82 Million | Management | For | For |
| 26 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 40 Million | Management | For | For |
| 27 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 40 Million | Management | For | For |
| 28 | Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights | Management | For | For |
| 29 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 24-27 | Management | For | For |
| 30 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 31 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 32 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and Corporate Officers of International Subsidiaries | Management | For | For |
| 33 | Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Key Employees and Corporate Officers With Performance Conditions Attached | Management | For | For |
| 34 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| VINCI SA
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: DG
SECURITY ID: F5879X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 4 per Share | Management | For | For |
| 4 | Reelect Caroline Gregoire Sainte Marie as Director | Management | For | For |
| 5 | Elect Carlos Aguilar as Director | Management | For | For |
| 6 | Elect Annette Messemer as Director | Management | For | For |
| 7 | Elect Dominique Muller as Representative of Employee Shareholders to the Board | Management | For | For |
| 8 | Elect Agnes Daney de Marcillac as Representative of Employee Shareholders to the Board | Management | For | Against |
| 9 | Elect Ronald Kouwenhoven as Representative of Employee Shareholders to the Board | Management | For | Against |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Xavier Huillard, Chairman and CEO | Management | For | For |
| 13 | Approve Compensation Report | Management | For | For |
| 14 | Approve Compensation of Xavier Huillard, Chairman and CEO | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Capitalization of Reserves for Bonus Issue or Increase in Par Value | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 300 Million | Management | For | For |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 150 Million | Management | For | For |
| 19 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 150 Million | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 17-19 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 24 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Employees With Performance Conditions Attached | Management | For | For |
| 25 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| WASTE CONNECTIONS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: WCN
SECURITY ID: 94106B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrea E. Bertone | Management | For | For |
| 1b | Elect Director Edward E. "Ned" Guillet | Management | For | For |
| 1c | Elect Director Michael W. Harlan | Management | For | For |
| 1d | Elect Director Larry S. Hughes | Management | For | For |
| 1e | Elect Director Worthing F. Jackman *Withdrawn Resolution* | Management | None | None |
| 1f | Elect Director Elise L. Jordan | Management | For | For |
| 1g | Elect Director Susan "Sue" Lee | Management | For | For |
| 1h | Elect Director Ronald J. Mittelstaedt | Management | For | For |
| 1i | Elect Director William J. Razzouk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| WESFARMERS LIMITED
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: WES
SECURITY ID: Q95870103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Jennifer Anne Westacott as Director | Management | For | For |
| 2b | Elect Michael (Mike) Roche as Director | Management | For | For |
| 2c | Elect Sharon Lee Warburton as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of KEEPP Deferred Shares and KEEPP Performance Shares to Robert Scott | Management | For | For |
| WEST FRASER TIMBER CO. LTD.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: WFG
SECURITY ID: 952845105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Eleven | Management | For | For |
| 2.1 | Elect Director Henry H. (Hank) Ketcham | Management | For | For |
| 2.2 | Elect Director Doyle Beneby | Management | For | For |
| 2.3 | Elect Director Reid E. Carter | Management | For | For |
| 2.4 | Elect Director Raymond Ferris | Management | For | For |
| 2.5 | Elect Director John N. Floren | Management | For | For |
| 2.6 | Elect Director Ellis Ketcham Johnson | Management | For | For |
| 2.7 | Elect Director Brian G. Kenning | Management | For | For |
| 2.8 | Elect Director Marian Lawson | Management | For | For |
| 2.9 | Elect Director Colleen M. McMorrow | Management | For | For |
| 2.10 | Elect Director Janice G. Rennie | Management | For | For |
| 2.11 | Elect Director Gillian D. Winckler | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 5 | Re-approve Shareholder Rights Plan | Management | For | For |
| WHITECAP RESOURCES INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: WCP
SECURITY ID: 96467A200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Ten | Management | For | For |
| 2.1 | Elect Director Mary-Jo E. Case | Management | For | For |
| 2.2 | Elect Director Grant B. Fagerheim | Management | For | For |
| 2.3 | Elect Director Daryl H. Gilbert | Management | For | For |
| 2.4 | Elect Director Chandra A. Henry | Management | For | For |
| 2.5 | Elect Director Vineeta Maguire | Management | For | For |
| 2.6 | Elect Director Glenn A. McNamara | Management | For | For |
| 2.7 | Elect Director Stephen C. Nikiforuk | Management | For | For |
| 2.8 | Elect Director Kenneth S. Stickland | Management | For | For |
| 2.9 | Elect Director Bradley J. Wall | Management | For | For |
| 2.10 | Elect Director Grant A. Zawalsky | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| WOLTERS KLUWER NV
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: WKL
SECURITY ID: N9643A197
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Executive Board (Non-Voting) | Management | None | None |
| 2.b | Receive Report of Supervisory Board (Non-Voting) | Management | None | None |
| 2.c | Approve Remuneration Report | Management | For | For |
| 3.a | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3.b | Receive Explanation on Company's Dividend Policy | Management | None | None |
| 3.c | Approve Dividends | Management | For | For |
| 4.a | Approve Discharge of Executive Board | Management | For | For |
| 4.b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Reelect Chris Vogelzang to Supervisory Board | Management | For | For |
| 6.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 6.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Cancellation of Shares | Management | For | For |
| 9 | Approve KPMG Accountants N.V as Auditors | Management | For | For |
| 10 | Other Business (Non-Voting) | Management | None | None |
| 11 | Close Meeting | Management | None | None |
| YARA INTERNATIONAL ASA
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: YAR
SECURITY ID: R9900C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 2 | Elect Chairman of Meeting; Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 3.1 | Approve Spin-Off Agreement | Management | For | Did Not Vote |
| 3.2 | Approve Merger Agreement with Yara Clean Ammonia NewCo AS and Yara Clean Ammonia Holding AS | Management | For | Did Not Vote |
| YARA INTERNATIONAL ASA
MEETING DATE: DEC 06, 2022 |
||||
|
TICKER: YAR
SECURITY ID: R9900C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 2 | Elect Ketil E. Boe as Chairman of Meeting; Designate Lars Mattis H. Hanssen as Inspector of Minutes of Meeting | Management | For | Did Not Vote |
| 3 | Approve Additional Dividends of NOK 10.00 Per Share | Management | For | Did Not Vote |
| YARA INTERNATIONAL ASA
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: YAR
SECURITY ID: R9900C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 2 | Elect Chairman of Meeting; Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 3 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 4 | Accept Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of NOK 55.00 Per Share | Management | For | Did Not Vote |
| 5.1 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 5.2 | Approve Remuneration Statement | Management | For | Did Not Vote |
| 6 | Approve Company's Corporate Governance Statement | Management | For | Did Not Vote |
| 7 | Elect Therese Log Bergjord, Tina Lawton and Harald Thorstein as New Directors | Management | For | Did Not Vote |
| 8 | Approve Remuneration of Directors in the Amount of NOK 780,600 for the Chairman, NOK 444,700 for the Vice Chairman, and NOK 392,000 for the Other Directors; Approve Committee Fees | Management | For | Did Not Vote |
| 9 | Elect Lars Mattis Hanssen as Member of Nominating Committee | Management | For | Did Not Vote |
| 10 | Approve Remuneration of Nominating Committee | Management | For | Did Not Vote |
| 11 | Amend Articles Re: Prior Notice for General Meetings | Management | For | Did Not Vote |
| 12 | Authorize Share Repurchase Program and Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 13 | Initiate Special Investigation to Determine if Violations of the Working Environment Act Took Place at Company's Contractor | Shareholder | Against | Did Not Vote |
| ZURICH INSURANCE GROUP AG
MEETING DATE: APR 06, 2023 |
||||
|
TICKER: ZURN
SECURITY ID: H9870Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 1.2 | Approve Remuneration Report | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends of CHF 24.00 per Share | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1a | Reelect Michel Lies as Director and Board Chair | Management | For | Did Not Vote |
| 4.1b | Reelect Joan Amble as Director | Management | For | Did Not Vote |
| 4.1c | Reelect Catherine Bessant as Director | Management | For | Did Not Vote |
| 4.1d | Reelect Dame Carnwath as Director | Management | For | Did Not Vote |
| 4.1e | Reelect Christoph Franz as Director | Management | For | Did Not Vote |
| 4.1f | Reelect Michael Halbherr as Director | Management | For | Did Not Vote |
| 4.1g | Reelect Sabine Keller-Busse as Director | Management | For | Did Not Vote |
| 4.1h | Reelect Monica Maechler as Director | Management | For | Did Not Vote |
| 4.1i | Reelect Kishore Mahbubani as Director | Management | For | Did Not Vote |
| 4.1j | Reelect Peter Maurer as Director | Management | For | Did Not Vote |
| 4.1k | Reelect Jasmin Staiblin as Director | Management | For | Did Not Vote |
| 4.1l | Reelect Barry Stowe as Director | Management | For | Did Not Vote |
| 4.2.1 | Reappoint Michel Lies as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.2.2 | Reappoint Catherine Bessant as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.2.3 | Reappoint Christoph Franz as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.2.4 | Reappoint Sabine Keller-Busse as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.2.5 | Reappoint Kishore Mahbubani as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.2.6 | Reappoint Jasmin Staiblin as Member of the Compensation Committee | Management | For | Did Not Vote |
| 4.3 | Designate Keller AG as Independent Proxy | Management | For | Did Not Vote |
| 4.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 5.1 | Approve Remuneration of Directors in the Amount of CHF 6 Million | Management | For | Did Not Vote |
| 5.2 | Approve Remuneration of Executive Committee in the Amount of CHF 83 Million | Management | For | Did Not Vote |
| 6.1 | Approve Creation of Capital Band within the Upper Limit of CHF 18.9 Million and the Lower Limit of CHF 13.5 Million with or without Exclusion of Preemptive Rights | Management | For | Did Not Vote |
| 6.2 | Amend Articles Re: Share Register | Management | For | Did Not Vote |
| 6.3 | Approve Virtual-Only Shareholder Meetings | Management | For | Did Not Vote |
| 6.4 | Amend Articles of Association | Management | For | Did Not Vote |
| 7 | Transact Other Business (Voting) | Management | For | Did Not Vote |
VOTE SUMMARY REPORT
FIDELITY INTERNATIONAL VALUE FACTOR ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ADECCO GROUP AG
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: ADEN
SECURITY ID: H00392318
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 1.2 | Approve Remuneration Report (Non-Binding) | Management | For | Did Not Vote |
| 2.1 | Approve Allocation of Income and Dividends of CHF 1.85 per Share | Management | For | Did Not Vote |
| 2.2 | Approve Dividends of CHF 0.65 per Share from Capital Contribution Reserves | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 4.1 | Approve Remuneration of Directors in the Amount of CHF 5.3 Million | Management | For | Did Not Vote |
| 4.2 | Approve Remuneration of Executive Committee in the Amount of CHF 32 Million | Management | For | Did Not Vote |
| 5.1.1 | Reelect Jean-Christophe Deslarzes as Director and Board Chair | Management | For | Did Not Vote |
| 5.1.2 | Reelect Rachel Duan as Director | Management | For | Did Not Vote |
| 5.1.3 | Reelect Ariane Gorin as Director | Management | For | Did Not Vote |
| 5.1.4 | Reelect Alexander Gut as Director | Management | For | Did Not Vote |
| 5.1.5 | Reelect Didier Lamouche as Director | Management | For | Did Not Vote |
| 5.1.6 | Reelect David Prince as Director | Management | For | Did Not Vote |
| 5.1.7 | Reelect Kathleen Taylor as Director | Management | For | Did Not Vote |
| 5.1.8 | Reelect Regula Wallimann as Director | Management | For | Did Not Vote |
| 5.1.9 | Elect Sandhya Venugopal as Director | Management | For | Did Not Vote |
| 5.2.1 | Reappoint Rachel Duan as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.2.2 | Reappoint Didier Lamouche as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.2.3 | Reappoint Kathleen Taylor as Member of the Compensation Committee | Management | For | Did Not Vote |
| 5.3 | Designate Keller AG as Independent Proxy | Management | For | Did Not Vote |
| 5.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 6 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| AIA GROUP LIMITED
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: 1299
SECURITY ID: Y002A1105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Edmund Sze-Wing Tse as Director | Management | For | For |
| 4 | Elect Jack Chak-Kwong So as Director | Management | For | For |
| 5 | Elect Lawrence Juen-Yee Lau as Director | Management | For | For |
| 6 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 7B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Approve Increase in Rate of Directors' Fees | Management | For | For |
| 9 | Amend Share Option Scheme | Management | For | For |
| 10 | Amend Restricted Share Unit Scheme | Management | For | For |
| 11 | Amend Employee Share Purchase Plan | Management | For | For |
| 12 | Amend Agency Share Purchase Plan | Management | For | For |
| ALIMENTATION COUCHE-TARD INC.
MEETING DATE: AUG 31, 2022 |
||||
|
TICKER: ATD
SECURITY ID: 01626P304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 2.1 | Elect Director Alain Bouchard | Management | For | For |
| 2.2 | Elect Director Louis Vachon | Management | For | For |
| 2.3 | Elect Director Jean Bernier | Management | For | For |
| 2.4 | Elect Director Karinne Bouchard | Management | For | For |
| 2.5 | Elect Director Eric Boyko | Management | For | For |
| 2.6 | Elect Director Jacques D'Amours | Management | For | For |
| 2.7 | Elect Director Janice L. Fields | Management | For | For |
| 2.8 | Elect Director Eric Fortin | Management | For | For |
| 2.9 | Elect Director Richard Fortin | Management | For | For |
| 2.10 | Elect Director Brian Hannasch | Management | For | For |
| 2.11 | Elect Director Melanie Kau | Management | For | For |
| 2.12 | Elect Director Marie-Josee Lamothe | Management | For | For |
| 2.13 | Elect Director Monique F. Leroux | Management | For | For |
| 2.14 | Elect Director Real Plourde | Management | For | For |
| 2.15 | Elect Director Daniel Rabinowicz | Management | For | For |
| 2.16 | Elect Director Louis Tetu | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Amend Articles Re: Changes in the Classes of Shares of the Corporation | Management | For | For |
| 5 | SP 1: Adopt French as the Official Language of the Corporation | Shareholder | Against | Against |
| 6 | SP 2: Increase Formal Employee Representation in Highly Strategic Decision-Making | Shareholder | Against | Against |
| 7 | SP 3: Report on Representation of Women in Management Positions | Shareholder | Against | Against |
| 8 | SP 4: Business Protection | Shareholder | Against | Against |
| ALLIANZ SE
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ALV
SECURITY ID: D03080112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 11.40 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Oliver Baete for Fiscal Year 2022 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Sergio Balbinot for Fiscal Year 2022 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Sirma Boshnakova for Fiscal Year 2022 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Barbara Karuth-Zelle for Fiscal Year 2022 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Klaus-Peter Roehler for Fiscal Year 2022 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Ivan de la Sota for Fiscal Year 2022 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Giulio Terzariol for Fiscal Year 2022 | Management | For | For |
| 3.8 | Approve Discharge of Management Board Member Guenther Thallinger for Fiscal Year 2022 | Management | For | For |
| 3.9 | Approve Discharge of Management Board Member Christopher Townsend for Fiscal Year 2022 | Management | For | For |
| 3.10 | Approve Discharge of Management Board Member Renate Wagner for Fiscal Year 2022 | Management | For | For |
| 3.11 | Approve Discharge of Management Board Member Andreas Wimmer for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Gabriele Burkhardt-Berg for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Herbert Hainer for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Sophie Boissard for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Christine Bosse for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Rashmy Chatterjee for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Friedrich Eichiner for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Jean-Claude Le Goaer for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Martina Grundler for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Godfrey Hayward for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Frank Kirsch for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Juergen Lawrenz for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Primiano Di Paolo for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Jim Hagemann Snabe for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Remuneration of Supervisory Board | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10 | Amend Article Re: Location of Annual Meeting | Management | For | For |
| ANGLO AMERICAN PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: AAL
SECURITY ID: GB00B1XZS820
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Magali Anderson as Director | Management | For | For |
| 4 | Re-elect Stuart Chambers as Director | Management | For | For |
| 5 | Re-elect Duncan Wanblad as Director | Management | For | For |
| 6 | Re-elect Stephen Pearce as Director | Management | For | For |
| 7 | Re-elect Ian Ashby as Director | Management | For | For |
| 8 | Re-elect Marcelo Bastos as Director | Management | For | For |
| 9 | Re-elect Hilary Maxson as Director | Management | For | For |
| 10 | Re-elect Hixonia Nyasulu as Director | Management | For | For |
| 11 | Re-elect Nonkululeko Nyembezi as Director | Management | For | For |
| 12 | Re-elect Ian Tyler as Director | Management | For | For |
| 13 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 14 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve Remuneration Policy | Management | For | For |
| 16 | Approve Remuneration Report | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ARCELORMITTAL SA
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: MT
SECURITY ID: L0302D210
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| I | Approve Consolidated Financial Statements | Management | For | For |
| II | Approve Financial Statements | Management | For | For |
| III | Approve Dividends | Management | For | For |
| IV | Approve Allocation of Income | Management | For | For |
| V | Approve Remuneration Report | Management | For | For |
| VI | Approve Remuneration of the Directors, Lead Independent Directors, Members and Chairs of the Audit and Risk Committee, Members and Chairs of the Other Committee, Members and Chairs of the Special Committee and Chief Executive Officer | Management | For | For |
| VII | Approve Discharge of Directors | Management | For | For |
| VIII | Reelect Lakshmi Niwas Mittal as Director | Management | For | Against |
| IX | Reelect Aditya Mittal as Director | Management | For | For |
| X | Reelect Etienne Schneider as Director | Management | For | For |
| XI | Reelect Michel Wurth as Director | Management | For | For |
| XII | Reelect Patrica Barbizet as Director | Management | For | For |
| XIII | Approve Share Repurchase | Management | For | For |
| XIV | Appoint Ernst & Young as Auditor | Management | For | For |
| XV | Approve Grants of Share-Based Incentives and Performance Unit Plan 2023-2033 for the Executive Chairman and the Chief Executive Officer | Management | For | For |
| ARCELORMITTAL SA
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: MT
SECURITY ID: L0302D210
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| I | Approve Reduction in Share Capital through Cancellation of Shares and Amend Articles 5.1 and 5.2 of the Articles of Association | Management | For | For |
| ARISTOCRAT LEISURE LIMITED
MEETING DATE: FEB 24, 2023 |
||||
|
TICKER: ALL
SECURITY ID: Q0521T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Philippe Etienne as Director | Management | For | For |
| 2 | Elect Pat Ramsey as Director | Management | For | For |
| 3 | Elect Kathleen Conlon as Director | Management | For | For |
| 4 | Elect Bill Lance as Director | Management | For | For |
| 5 | Elect Stephen Mayne as Director | Shareholder | Against | Against |
| 6 | Approve Grant of Performance Share Rights to Trevor Croker | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Approve Reinsertion of Proportional Takeover Approval Provisions | Management | For | For |
| ASML HOLDING NV
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ASML
SECURITY ID: N07059202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8 | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: ANZ
SECURITY ID: Q09504137
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Jeffrey Paul Smith as Director | Management | For | For |
| 2b | Elect Sarah Jane Halton as Director | Management | For | For |
| 2c | Elect Paul Dominic O'Sullivan as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of Restricted Rights and Performance Rights to Shayne Elliott | Management | For | For |
| 5 | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 6 | Approve Climate Risk Safeguarding | Shareholder | Against | Against |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: ANZ
SECURITY ID: Q09504137
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement in Relation to the Proposed Restructure of the ANZ Group | Management | For | For |
| BAE SYSTEMS PLC
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BA
SECURITY ID: GB0002634946
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Re-elect Nicholas Anderson as Director | Management | For | For |
| 6 | Re-elect Thomas Arseneault as Director | Management | For | For |
| 7 | Re-elect Crystal Ashby as Director | Management | For | For |
| 8 | Re-elect Dame Elizabeth Corley as Director | Management | For | For |
| 9 | Re-elect Bradley Greve as Director | Management | For | For |
| 10 | Re-elect Jane Griffiths as Director | Management | For | For |
| 11 | Re-elect Christopher Grigg as Director | Management | For | For |
| 12 | Re-elect Ewan Kirk as Director | Management | For | For |
| 13 | Re-elect Stephen Pearce as Director | Management | For | For |
| 14 | Re-elect Nicole Piasecki as Director | Management | For | For |
| 15 | Re-elect Charles Woodburn as Director | Management | For | For |
| 16 | Elect Cressida Hogg as Director | Management | For | For |
| 17 | Elect Lord Sedwill as Director | Management | For | For |
| 18 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 19 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 20 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 21 | Approve Long-Term Incentive Plan | Management | For | For |
| 22 | Authorise Issue of Equity | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BANCO SANTANDER SA
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: SAN
SECURITY ID: E19790109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.A | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 1.B | Approve Non-Financial Information Statement | Management | For | For |
| 1.C | Approve Discharge of Board | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3.A | Fix Number of Directors at 15 | Management | For | For |
| 3.B | Ratify Appointment of and Elect Hector Blas Grisi Checa as Director | Management | For | For |
| 3.C | Ratify Appointment of and Elect Glenn Hogan Hutchins as Director | Management | For | For |
| 3.D | Reelect Pamela Ann Walkden as Director | Management | For | For |
| 3.E | Reelect Ana Patricia Botin-Sanz de Sautuola y O'Shea as Director | Management | For | For |
| 3.F | Reelect Sol Daurella Comadran as Director | Management | For | For |
| 3.G | Reelect Gina Lorenza Diez Barroso Azcarraga as Director | Management | For | For |
| 3.H | Reelect Homaira Akbari as Director | Management | For | For |
| 4 | Ratify Appointment of PricewaterhouseCoopers as Auditor | Management | For | For |
| 5.A | Approve Reduction in Share Capital via Amortization of Treasury Shares | Management | For | For |
| 5.B | Approve Reduction in Share Capital via Amortization of Treasury Shares | Management | For | For |
| 5.C | Authorize Share Repurchase Program | Management | For | For |
| 5.D | Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities up to EUR 10 Billion with Exclusion of Preemptive Rights up to 10 Percent of Capital | Management | For | For |
| 6.A | Approve Remuneration Policy | Management | For | For |
| 6.B | Approve Remuneration of Directors | Management | For | For |
| 6.C | Fix Maximum Variable Compensation Ratio | Management | For | For |
| 6.D | Approve Deferred Multiyear Objectives Variable Remuneration Plan | Management | For | For |
| 6.E | Approve Buy-out Policy | Management | For | For |
| 6.F | Advisory Vote on Remuneration Report | Management | For | For |
| 7 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| BARCLAYS PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BARC
SECURITY ID: GB0031348658
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Elect Marc Moses as Director | Management | For | For |
| 5 | Re-elect Robert Berry as Director | Management | For | For |
| 6 | Re-elect Tim Breedon as Director | Management | For | For |
| 7 | Re-elect Anna Cross as Director | Management | For | For |
| 8 | Re-elect Mohamed A. El-Erian as Director | Management | For | For |
| 9 | Re-elect Dawn Fitzpatrick as Director | Management | For | For |
| 10 | Re-elect Mary Francis as Director | Management | For | For |
| 11 | Re-elect Crawford Gillies as Director | Management | For | For |
| 12 | Re-elect Brian Gilvary as Director | Management | For | For |
| 13 | Re-elect Nigel Higgins as Director | Management | For | For |
| 14 | Re-elect Diane Schueneman as Director | Management | For | For |
| 15 | Re-elect Coimbatore Venkatakrishnan as Director | Management | For | For |
| 16 | Re-elect Julia Wilson as Director | Management | For | For |
| 17 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 18 | Authorise the Board Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Issue of Equity in Relation to the Issuance of Contingent Equity Conversion Notes | Management | For | For |
| 24 | Authorise Issue of Equity without Pre-emptive Rights in Relation to the Issuance of Contingent Equity Conversion Notes | Management | For | For |
| 25 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 26 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BHP GROUP LIMITED
MEETING DATE: NOV 10, 2022 |
||||
|
TICKER: BHP
SECURITY ID: Q1498M100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Elect Michelle Hinchliffe as Director | Management | For | For |
| 3 | Elect Catherine Tanna as Director | Management | For | For |
| 4 | Elect Terry Bowen as Director | Management | For | For |
| 5 | Elect Xiaoqun Clever as Director | Management | For | For |
| 6 | Elect Ian Cockerill as Director | Management | For | For |
| 7 | Elect Gary Goldberg as Director | Management | For | For |
| 8 | Elect Ken MacKenzie as Director | Management | For | For |
| 9 | Elect Christine O'Reilly as Director | Management | For | For |
| 10 | Elect Dion Weisler as Director | Management | For | For |
| 11 | Approve Remuneration Report | Management | For | For |
| 12 | Approve Grant of Awards to Mike Henry | Management | For | For |
| 13 | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 14 | Approve Policy Advocacy | Shareholder | Against | Against |
| 15 | Approve Climate Accounting and Audit | Shareholder | Against | Against |
| BNP PARIBAS SA
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BNP
SECURITY ID: F1058Q238
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.90 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6 | Reelect Jean Lemierre as Director | Management | For | For |
| 7 | Reelect Jacques Aschenbroich as Director | Management | For | For |
| 8 | Reelect Monique Cohen as Director | Management | For | For |
| 9 | Reelect Daniela Schwarzer as Director | Management | For | For |
| 10 | Approve Remuneration Policy of Directors | Management | For | For |
| 11 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 12 | Approve Remuneration Policy of CEO and Vice-CEOs | Management | For | For |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 14 | Approve Compensation of Jean Lemierre, Chairman of the Board | Management | For | For |
| 15 | Approve Compensation of Jean-Laurent Bonnafe, CEO | Management | For | For |
| 16 | Approve Compensation of Yann Gerardin, Vice-CEO | Management | For | For |
| 17 | Approve Compensation of Thierry Laborde, Vice-CEO | Management | For | For |
| 18 | Approve the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers | Management | For | For |
| 19 | Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent of Issued Capital | Management | For | For |
| 20 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 21 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 22 | Amend Article 14 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 23 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| BOUYGUES SA
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: EN
SECURITY ID: F11487125
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.80 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | Against |
| 5 | Approve Remuneration Policy of Directors | Management | For | For |
| 6 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 7 | Approve Remuneration Policy of CEO and Vice-CEOs | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Martin Bouygues, Chairman of the Board | Management | For | For |
| 10 | Approve Compensation of Olivier Roussat, CEO | Management | For | Against |
| 11 | Approve Compensation of Pascal Grange, Vice-CEO | Management | For | Against |
| 12 | Approve Compensation of Edward Bouygues, Vice-CEO | Management | For | For |
| 13 | Reelect Benoit Maes as Director | Management | For | For |
| 14 | Reelect Alexandre de Rothschild as Director | Management | For | For |
| 15 | Authorize Repurchase of Up to 5 Percent of Issued Share Capital | Management | For | Against |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 150 Million | Management | For | Against |
| 18 | Authorize Capitalization of Reserves of Up to EUR 4 Billion for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 85 Million | Management | For | Against |
| 20 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 75 Million | Management | For | Against |
| 21 | Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights | Management | For | Against |
| 22 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | Against |
| 23 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | Against |
| 24 | Authorize Capital Increase of Up to EUR 85 Million for Future Exchange Offers | Management | For | Against |
| 25 | Authorize Issuance of Equity upon Conversion of a Subsidiary's Equity-Linked Securities for up to EUR 85 Million | Management | For | Against |
| 26 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 27 | Authorize up to 2 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | Management | For | For |
| 28 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Employees and Corporate Officers | Management | For | For |
| 29 | Authorize up to 0.125 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Retirement | Management | For | For |
| 30 | Authorize Board to Issue Free Warrants with Preemptive Rights During a Public Tender Offer | Management | For | Against |
| 31 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| BRITISH AMERICAN TOBACCO PLC
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: BATS
SECURITY ID: GB0002875804
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 4 | Authorise Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Re-elect Luc Jobin as Director | Management | For | For |
| 6 | Re-elect Jack Bowles as Director | Management | For | For |
| 7 | Re-elect Tadeu Marroco as Director | Management | For | For |
| 8 | Re-elect Kandy Anand as Director | Management | For | For |
| 9 | Re-elect Sue Farr as Director | Management | For | For |
| 10 | Re-elect Karen Guerra as Director | Management | For | For |
| 11 | Re-elect Holly Keller Koeppel as Director | Management | For | For |
| 12 | Re-elect Dimitri Panayotopoulos as Director | Management | For | For |
| 13 | Re-elect Darrell Thomas as Director | Management | For | For |
| 14 | Elect Veronique Laury as Director | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| CANADIAN NATIONAL RAILWAY COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CNR
SECURITY ID: 136375102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Shauneen Bruder | Management | For | For |
| 1B | Elect Director Jo-ann dePass Olsovsky | Management | For | For |
| 1C | Elect Director David Freeman | Management | For | For |
| 1D | Elect Director Denise Gray | Management | For | For |
| 1E | Elect Director Justin M. Howell | Management | For | For |
| 1F | Elect Director Susan C. Jones | Management | For | For |
| 1G | Elect Director Robert Knight | Management | For | For |
| 1H | Elect Director Michel Letellier | Management | For | For |
| 1I | Elect Director Margaret A. McKenzie | Management | For | For |
| 1J | Elect Director Al Monaco | Management | For | For |
| 1K | Elect Director Tracy Robinson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Management Advisory Vote on Climate Change | Management | For | For |
| CANADIAN PACIFIC KANSAS CITY LIMITED
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CP
SECURITY ID: 13646K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 2 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 3 | Management Advisory Vote on Climate Change | Management | For | For |
| 4.1 | Elect Director John Baird | Management | For | For |
| 4.2 | Elect Director Isabelle Courville | Management | For | For |
| 4.3 | Elect Director Keith E. Creel | Management | For | For |
| 4.4 | Elect Director Gillian H. Denham | Management | For | For |
| 4.5 | Elect Director Antonio Garza | Management | For | For |
| 4.6 | Elect Director David Garza-Santos | Management | For | For |
| 4.7 | Elect Director Edward R. Hamberger | Management | For | For |
| 4.8 | Elect Director Janet H. Kennedy | Management | For | For |
| 4.9 | Elect Director Henry J. Maier | Management | For | For |
| 4.10 | Elect Director Matthew H. Paull | Management | For | For |
| 4.11 | Elect Director Jane L. Peverett | Management | For | For |
| 4.12 | Elect Director Andrea Robertson | Management | For | For |
| 4.13 | Elect Director Gordon T. Trafton | Management | For | For |
| CANADIAN TIRE CORPORATION, LIMITED
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CTC.A
SECURITY ID: 136681202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norman Jaskolka | Management | For | For |
| 1.2 | Elect Director Nadir Patel | Management | For | For |
| 1.3 | Elect Director Cynthia Trudell | Management | For | For |
| CAPGEMINI SE
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CAP
SECURITY ID: F4973Q101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.25 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Paul Hermelin, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Aiman Ezzat, CEO | Management | For | For |
| 8 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 9 | Approve Remuneration Policy of CEO | Management | For | For |
| 10 | Approve Remuneration Policy of Directors | Management | For | For |
| 11 | Elect Megan Clarken as Director | Management | For | For |
| 12 | Elect Ulrica Fearn as Director | Management | For | For |
| 13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 14 | Authorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Corporate Officers | Management | For | For |
| 15 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 16 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 17 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| CARREFOUR SA
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: CA
SECURITY ID: F13923119
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.56 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Reelect Alexandre Bompard as Director | Management | For | For |
| 6 | Reelect Marie-Laure Sauty de Chalon as Director | Management | For | For |
| 7 | Renew Appointment of Mazars as Auditor | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Alexandre Bompard, Chairman and CEO | Management | For | Against |
| 10 | Approve Remuneration Policy of Chairman and CEO | Management | For | Against |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 13 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 500 Million | Management | For | For |
| 15 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 175 Million | Management | For | For |
| 16 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 175 Million | Management | For | For |
| 17 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 14 to 16 | Management | For | For |
| 18 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 19 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 20 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 22 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 23 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| 24 | Approve Opinion on Quantification of the Company's Various Scope 3 Action Levers | Management | For | For |
| 25 | Request Details relating to the Company's Environmental Strategy | Shareholder | None | None |
| CGI INC.
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: GIB.A
SECURITY ID: 12532H104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Cope | Management | For | For |
| 1.2 | Elect Director Paule Dore | Management | For | For |
| 1.3 | Elect Director Julie Godin | Management | For | For |
| 1.4 | Elect Director Serge Godin | Management | For | For |
| 1.5 | Elect Director Andre Imbeau | Management | For | For |
| 1.6 | Elect Director Gilles Labbe | Management | For | For |
| 1.7 | Elect Director Michael B. Pedersen | Management | For | For |
| 1.8 | Elect Director Stephen S. Poloz | Management | For | For |
| 1.9 | Elect Director Mary G. Powell | Management | For | For |
| 1.10 | Elect Director Alison C. Reed | Management | For | For |
| 1.11 | Elect Director Michael E. Roach | Management | For | For |
| 1.12 | Elect Director George D. Schindler | Management | For | For |
| 1.13 | Elect Director Kathy N. Waller | Management | For | For |
| 1.14 | Elect Director Joakim Westh | Management | For | For |
| 1.15 | Elect Director Frank Witter | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize the Audit and Risk Management Committee to Fix Their Remuneration | Management | For | For |
| 3 | SP 1: Disclose Languages in Which Directors Are Fluent | Shareholder | Against | Against |
| 4 | SP 2: Review Mandate to Include Ethical Component Concerning Artificial Intelligence | Shareholder | Against | Against |
| 5 | SP 3: Update the Role of the Human Resources Committee to Include Responsibilities Related to Employee Health and Well-being | Shareholder | Against | Against |
| 6 | SP 4: Report on Racial Disparities and Equity Issues | Shareholder | Against | Against |
| CK ASSET HOLDINGS LIMITED
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: 1113
SECURITY ID: G2177B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Elect Li Tzar Kuoi, Victor as Director | Management | For | For |
| 3.2 | Elect Chiu Kwok Hung, Justin as Director | Management | For | For |
| 3.3 | Elect Chow Wai Kam, Raymond as Director | Management | For | For |
| 3.4 | Elect Cheong Ying Chew, Henry as Director | Management | For | For |
| 3.5 | Elect Stephen Edward Bradley as Director | Management | For | For |
| 3.6 | Elect Kwok Eva Lee as Director | Management | For | For |
| 3.7 | Elect Sng Sow-mei alias Poon Sow Mei as Director | Management | For | For |
| 3.8 | Elect Lam Siu Hong, Donny as Director | Management | For | For |
| 4 | Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5.1 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 5.2 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| CNH INDUSTRIAL NV
MEETING DATE: APR 14, 2023 |
||||
|
TICKER: CNHI
SECURITY ID: N20944109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.b | Adopt Financial Statements | Management | For | For |
| 2.c | Approve Dividends of EUR 0.36 Per Share | Management | For | For |
| 2.d | Approve Discharge of Directors | Management | For | For |
| 3.a | Approve Remuneration Report | Management | For | For |
| 3.b | Approve Plan to Grant Rights to Subscribe for Common Shares to Executive Directors under Equity Incentive Plans | Management | For | For |
| 4.a | Reelect Suzanne Heywood as Executive Director | Management | For | Against |
| 4.b | Reelect Scott W. Wine as Executive Director | Management | For | For |
| 4.c | Reelect Howard W. Buffett as Non-Executive Director | Management | For | For |
| 4.d | Reelect Karen Linehan as Non-Executive Director | Management | For | For |
| 4.e | Reelect Alessandro Nasi as Non-Executive Director | Management | For | For |
| 4.f | Reelect Vagn Sorensen as Non-Executive Director | Management | For | For |
| 4.g | Reelect Asa Tamsons as Non-Executive Director | Management | For | For |
| 4.h | Elect Elizabeth Bastoni as Non-Executive Director | Management | For | For |
| 4.i | Elect Richard J. Kramer as Non-Executive Director | Management | For | For |
| 5.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 5.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 5.c | Grant Board Authority to Issue Special Voting Shares Up to 10 Percent of Issued Capital | Management | For | Against |
| 5.d | Authorize Repurchase of Up to 10 Percent of Issued Capital | Management | For | For |
| 6 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 7 | Close Meeting | Management | None | None |
| COMPAGNIE DE SAINT-GOBAIN SA
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SGO
SECURITY ID: F80343100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2 per Share | Management | For | For |
| 4 | Reelect Dominique Leroy as Director | Management | For | For |
| 5 | Elect Jana Revedin as Director | Management | For | For |
| 6 | Approve Compensation of Pierre-Andre de Chalendar, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Benoit Bazin, CEO | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 10 | Approve Remuneration Policy of CEO | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1.3 Million | Management | For | For |
| 13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 412 Million | Management | For | For |
| 15 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 206 Million | Management | For | For |
| 16 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 206 Million | Management | For | For |
| 17 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 14, 15, 16 and 21 | Management | For | For |
| 18 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 19 | Authorize Capitalization of Reserves of Up to EUR 103 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 20 | Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 22 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 23 | Amend Article 9 of Bylaws Re: Minimum Number of Shares to be Held by Directors | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| DAIWA HOUSE INDUSTRY CO., LTD.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: 1925
SECURITY ID: J11508124
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 70 | Management | For | For |
| 2.1 | Elect Director Yoshii, Keiichi | Management | For | For |
| 2.2 | Elect Director Kosokabe, Takeshi | Management | For | For |
| 2.3 | Elect Director Murata, Yoshiyuki | Management | For | For |
| 2.4 | Elect Director Shimonishi, Keisuke | Management | For | For |
| 2.5 | Elect Director Otomo, Hirotsugu | Management | For | For |
| 2.6 | Elect Director Dekura, Kazuhito | Management | For | For |
| 2.7 | Elect Director Ariyoshi, Yoshinori | Management | For | For |
| 2.8 | Elect Director Nagase, Toshiya | Management | For | For |
| 2.9 | Elect Director Yabu, Yukiko | Management | For | For |
| 2.10 | Elect Director Kuwano, Yukinori | Management | For | For |
| 2.11 | Elect Director Seki, Miwa | Management | For | For |
| 2.12 | Elect Director Yoshizawa, Kazuhiro | Management | For | For |
| 2.13 | Elect Director Ito, Yujiro | Management | For | For |
| 3 | Appoint Statutory Auditor Maruyama, Takashi | Management | For | For |
| 4 | Approve Annual Bonus | Management | For | For |
| DEUTSCHE BANK AG
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: DBK
SECURITY ID: D18190898
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.30 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Christian Sewing for Fiscal Year 2022 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member James von Moltke for Fiscal Year 2022 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Karl von Rohr for Fiscal Year 2022 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Fabrizio Campelli for Fiscal Year 2022 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Bernd Leukert for Fiscal Year 2022 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Stuart Lewis (until May 19, 2022) for Fiscal Year 2022 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Alexander von zur Muehlen for Fiscal Year 2022 | Management | For | For |
| 3.8 | Approve Discharge of Management Board Member Christiana Riley for Fiscal Year 2022 | Management | For | For |
| 3.9 | Approve Discharge of Management Board Member Rebecca Short for Fiscal Year 2022 | Management | For | For |
| 3.10 | Approve Discharge of Management Board Member Stefan Simon for Fiscal Year 2022 | Management | For | For |
| 3.11 | Approve Discharge of Management Board Member Olivier Vigneron for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Alexander Wynaendts (from May 19, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Paul Achleitner (until May 19, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Detlef Polaschek for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Norbert Winkeljohann for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Ludwig Blomeyer-Bartenstein for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Mayree Clark for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Jan Duscheck for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Manja Eifert (from April 7, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Gerhard Eschelbeck (until May 19, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Sigmar Gabriel Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Timo Heider for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Martina Klee for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Henriette Mark (until March 31, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Gabriele Platscher for Fiscal Year 2022 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Bernd Rose for Fiscal Year 2022 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Yngve Slyngstad (from May 19, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member John Thain for Fiscal Year 2022 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Michele Trogni for Fiscal Year 2022 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Dagmar Valcarcel for Fiscal Year 2022 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Stefan Viertel for Fiscal Year 2022 | Management | For | For |
| 4.21 | Approve Discharge of Supervisory Board Member Theodor Weimer for Fiscal Year 2022 | Management | For | For |
| 4.22 | Approve Discharge of Supervisory Board Member Frank Werneke for Fiscal Year 2022 | Management | For | For |
| 4.23 | Approve Discharge of Supervisory Board Member Frank Witter for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2023, for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 and for the Review of Interim Financial Statements Until 2024 AGM | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 8 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 9.1 | Elect Mayree Clark to the Supervisory Board | Management | For | For |
| 9.2 | Elect John Thain to the Supervisory Board | Management | For | For |
| 9.3 | Elect Michele Trogni to the Supervisory Board | Management | For | For |
| 9.4 | Elect Norbert Winkeljohann to the Supervisory Board | Management | For | For |
| 10.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 10.2 | Amend Articles Re: Video and Audio Transmission of the General Meeting | Management | For | For |
| 10.3 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10.4 | Amend Articles Re: Registration in the Share Register | Management | For | For |
| 11 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| DEUTSCHE POST AG
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: DPW
SECURITY ID: D19225107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 1.85 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5.1 | Elect Katrin Suder to the Supervisory Board | Management | For | For |
| 5.2 | Reelect Mario Daberkow to the Supervisory Board | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 8 | Approve Remuneration Report | Management | For | For |
| 9.1 | Amend Article Re: Location of Annual Meeting | Management | For | For |
| 9.2 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9.3 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| DEUTSCHE TELEKOM AG
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: DTE
SECURITY ID: D2035M136
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.70 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and First Quarter of Fiscal Year 2024 | Management | For | For |
| 6.1 | Elect Harald Krueger to the Supervisory Board | Management | For | For |
| 6.2 | Elect Reinhard Ploss to the Supervisory Board | Management | For | For |
| 6.3 | Elect Margret Suckale to the Supervisory Board | Management | For | For |
| 7 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8 | Approve Remuneration Report | Management | For | For |
| ENGIE SA
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ENGI
SECURITY ID: F7629A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.40 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6 | Reelect Marie-Jose Nadeau as Director | Management | For | For |
| 7 | Reelect Patrice Durand as Director | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Jean-Pierre Clamadieu, Chairman of the Board | Management | For | For |
| 10 | Approve Compensation of Catherine MacGregor, CEO | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | For |
| 14 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 15 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| A | Elect Lucie Muniesa as Director | Shareholder | For | For |
| B | Amend Articles 21 and 24 of Bylaws Re: Climate Strategy | Shareholder | Against | Against |
| ENI SPA
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ENI
SECURITY ID: T3643A145
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Fix Number of Directors | Management | For | For |
| 4 | Fix Board Terms for Directors | Management | For | For |
| 5.1 | Slate Submitted by Ministry of Economy and Finance | Shareholder | None | For |
| 5.2 | Slate Submitted by Institutional Investors (Assogestioni) | Shareholder | None | Against |
| 6 | Elect Giuseppe Zafarana as Board Chair | Shareholder | None | For |
| 7 | Approve Remuneration of Directors | Shareholder | None | For |
| 8.1 | Slate Submitted by Ministry of Economy and Finance | Shareholder | None | For |
| 8.2 | Slate Submitted by Institutional Investors (Assogestioni) | Shareholder | None | Against |
| 9 | Appoint Rosalba Casiraghi as Chairman of Internal Statutory Auditors | Shareholder | None | For |
| 10 | Approve Internal Auditors' Remuneration | Shareholder | None | For |
| 11 | Approve Long Term Incentive Plan 2023-2025 | Management | For | For |
| 12 | Approve Remuneration Policy | Management | For | For |
| 13 | Approve Second Section of the Remuneration Report | Management | For | For |
| 14 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 15 | Authorize Use of Available Reserves for Dividend Distribution | Management | For | For |
| 16 | Authorize Reduction and Use of the Reserve Pursuant to Law 342/2000 for Dividend Distribution | Management | For | For |
| 17 | Authorize Cancellation of Treasury Shares without Reduction of Share Capital; Amend Article 5.1 | Management | For | For |
| 18 | Authorize Cancellation of Repurchased Shares without Reduction of Share Capital; Amend Article 5 | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| ESSITY AB
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: ESSITY.B
SECURITY ID: W3R06F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 3 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 5 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 7.b | Approve Allocation of Income and Dividends of SEK 7.25 Per Share | Management | For | Did Not Vote |
| 7.c1 | Approve Discharge of Ewa Bjorling | Management | For | Did Not Vote |
| 7.c2 | Approve Discharge of Par Boman | Management | For | Did Not Vote |
| 7.c3 | Approve Discharge of Annemarie Gardshol | Management | For | Did Not Vote |
| 7.c4 | Approve Discharge of Bjorn Gulden | Management | For | Did Not Vote |
| 7.c5 | Approve Discharge of Magnus Groth | Management | For | Did Not Vote |
| 7.c6 | Approve Discharge of Susanna Lind | Management | For | Did Not Vote |
| 7.c7 | Approve Discharge of Torbjorn Loof | Management | For | Did Not Vote |
| 7.c8 | Approve Discharge of Bert Nordberg | Management | For | Did Not Vote |
| 7.c9 | Approve Discharge of Louise Svanberg | Management | For | Did Not Vote |
| 7.c10 | Approve Discharge of Orjan Svensson | Management | For | Did Not Vote |
| 7.c11 | Approve Discharge of Lars Rebien Sorensen | Management | For | Did Not Vote |
| 7.c12 | Approve Discharge of Barbara Milian Thoralfsson | Management | For | Did Not Vote |
| 7.c13 | Approve Discharge of Niclas Thulin | Management | For | Did Not Vote |
| 7.c14 | Approve Discharge of Magnus Groth | Management | For | Did Not Vote |
| 8 | Determine Number of Members (9) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 9 | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 10.a | Approve Remuneration of Directors in the Amount of SEK 2.62 Million for Chairman and SEK 875,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 10.b | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 11.a | Reelect Ewa Bjorling as Director | Management | For | Did Not Vote |
| 11.b | Reelect Par Boman as Director | Management | For | Did Not Vote |
| 11.c | Reelect Annemarie Gardshol as Director | Management | For | Did Not Vote |
| 11.d | Reelect Magnus Groth as Director | Management | For | Did Not Vote |
| 11.e | Reelect Torbjorn Loof as Director | Management | For | Did Not Vote |
| 11.f | Reelect Bert Nordberg as Director | Management | For | Did Not Vote |
| 11.g | Reelect Barbara M. Thoralfsson as Director | Management | For | Did Not Vote |
| 11.h | Elect Maria Carell as Director | Management | For | Did Not Vote |
| 11.i | Elect Jan Gurander as Director | Management | For | Did Not Vote |
| 12 | Reelect Par Boman as Board Chair | Management | For | Did Not Vote |
| 13 | Ratify Ernst & Young as Auditor | Management | For | Did Not Vote |
| 14 | Approve Remuneration Report | Management | For | Did Not Vote |
| 15 | Approve Cash-Based Incentive Program (Program 2023-2025) for Key Employees | Management | For | Did Not Vote |
| 16.a | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 16.b | Authorize Reissuance of Repurchased Shares | Management | For | Did Not Vote |
| FERGUSON PLC
MEETING DATE: NOV 30, 2022 |
||||
|
TICKER: FERG
SECURITY ID: G3421J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Re-elect Kelly Baker as Director | Management | For | For |
| 3.2 | Re-elect Bill Brundage as Director | Management | For | For |
| 3.3 | Re-elect Geoff Drabble as Director | Management | For | For |
| 3.4 | Re-elect Catherine Halligan as Director | Management | For | For |
| 3.5 | Re-elect Brian May as Director | Management | For | For |
| 3.6 | Re-elect Kevin Murphy as Director | Management | For | For |
| 3.7 | Re-elect Alan Murray as Director | Management | For | For |
| 3.8 | Re-elect Tom Schmitt as Director | Management | For | For |
| 3.9 | Re-elect Nadia Shouraboura as Director | Management | For | For |
| 3.10 | Re-elect Suzanne Wood as Director | Management | For | For |
| 4 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 5 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 6 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 7 | Authorise Issue of Equity | Management | For | For |
| 8 | Approve Non-Employee Director Incentive Plan | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Adopt New Articles of Association | Management | For | For |
| FORTESCUE METALS GROUP LTD.
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: FMG
SECURITY ID: Q39360104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Report | Management | For | For |
| 2 | Elect Elizabeth Gaines as Director | Management | For | For |
| 3 | Elect Li Yifei as Director | Management | For | For |
| 4 | Approve Increase of Non-Executive Director Fee Pool | Management | None | For |
| 5 | Adopt New Constitution | Management | For | For |
| FRESENIUS MEDICAL CARE AG & CO. KGAA
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FME
SECURITY ID: D2734Z107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends of EUR 1.12 per Share | Management | For | For |
| 3 | Approve Discharge of Personally Liable Partner for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | Against |
| 7 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| FRESENIUS SE & CO. KGAA
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FRE
SECURITY ID: D27348263
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends of EUR 0.92 per Share | Management | For | For |
| 3 | Approve Discharge of Personally Liable Partner for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Remuneration Policy | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| FUJITSU LTD.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: 6702
SECURITY ID: J15708159
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tokita, Takahito | Management | For | For |
| 1.2 | Elect Director Furuta, Hidenori | Management | For | For |
| 1.3 | Elect Director Isobe, Takeshi | Management | For | For |
| 1.4 | Elect Director Yamamoto, Masami | Management | For | For |
| 1.5 | Elect Director Mukai, Chiaki | Management | For | For |
| 1.6 | Elect Director Abe, Atsushi | Management | For | For |
| 1.7 | Elect Director Kojo, Yoshiko | Management | For | For |
| 1.8 | Elect Director Sasae, Kenichiro | Management | For | For |
| 1.9 | Elect Director Byron Gill | Management | For | For |
| 2 | Appoint Statutory Auditor Hatsukawa, Koji | Management | For | For |
| 3 | Approve Restricted Stock Plan | Management | For | For |
| GALENICA AG
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GALE
SECURITY ID: H85158113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3.1 | Approve Allocation of Income and Dividends of CHF 1.10 from Retained Earnings | Management | For | Did Not Vote |
| 3.2 | Approve Dividends of CHF 1.10 per Share from Capital Contribution Reserves | Management | For | Did Not Vote |
| 4 | Approve Remuneration Report | Management | For | Did Not Vote |
| 5.1 | Approve Remuneration of Directors in the Amount of CHF 1.9 Million | Management | For | Did Not Vote |
| 5.2 | Approve Remuneration of Executive Committee in the Amount of CHF 8.5 Million | Management | For | Did Not Vote |
| 6.1 | Amend Corporate Purpose | Management | For | Did Not Vote |
| 6.2 | Amend Articles Re: Duties of Board of Directors; Composition of the Board of Directors and Executive Committee | Management | For | Did Not Vote |
| 6.3 | Amend Articles of Association (Incl. Approval of Hybrid Shareholder Meetings) | Management | For | Did Not Vote |
| 6.4 | Amend Articles Re: Compensation of Board and Senior Management | Management | For | Did Not Vote |
| 7.1.1 | Reelect Markus Neuhaus as Director | Management | For | Did Not Vote |
| 7.1.2 | Elect Markus Neuhaus as Board Chair | Management | For | Did Not Vote |
| 7.1.3 | Reelect Bertrand Jungo as Director | Management | For | Did Not Vote |
| 7.1.4 | Reelect Pascale Bruderer as Director | Management | For | Did Not Vote |
| 7.1.5 | Reelect Judith Meier as Director | Management | For | Did Not Vote |
| 7.1.6 | Reelect Andreas Walde as Director | Management | For | Did Not Vote |
| 7.1.7 | Elect Solange Peters as Director | Management | For | Did Not Vote |
| 7.1.8 | Elect Joerg Zulauf as Director | Management | For | Did Not Vote |
| 7.2.1 | Reappoint Andreas Walde as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2.2 | Appoint Bertrand Jungo as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2.3 | Appoint Pascale Bruderer as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2.4 | Appoint Solange Peters as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.3 | Designate Walder Wyss AG as Independent Proxy | Management | For | Did Not Vote |
| 7.4 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 8 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| GLENCORE PLC
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: GLEN
SECURITY ID: JE00B4T3BW64
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Reduction of Capital Contribution Reserves | Management | For | For |
| 3 | Re-elect Kalidas Madhavpeddi as Director | Management | For | For |
| 4 | Re-elect Gary Nagle as Director | Management | For | For |
| 5 | Re-elect Peter Coates as Director | Management | For | For |
| 6 | Re-elect Martin Gilbert as Director | Management | For | For |
| 7 | Re-elect Gill Marcus as Director | Management | For | For |
| 8 | Re-elect Cynthia Carroll as Director | Management | For | For |
| 9 | Re-elect David Wormsley as Director | Management | For | For |
| 10 | Elect Liz Hewitt as Director | Management | For | For |
| 11 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 13 | Approve 2022 Climate Report | Management | For | For |
| 14 | Approve Remuneration Report | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Resolution in Respect of the Next Climate Action Transition Plan | Shareholder | Against | For |
| GSK PLC
MEETING DATE: JUL 06, 2022 |
||||
|
TICKER: GSK
SECURITY ID: G3910J112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Management | For | For |
| 2 | Approve the Related Party Transaction Arrangements | Management | For | For |
| HEINEKEN HOLDING NV
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: HEIO
SECURITY ID: N39338194
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Board Report (Non-Voting) | Management | None | None |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Adopt Financial Statements | Management | For | For |
| 4 | Announcement of the Appropriation of the Balance of the Income Statement Pursuant to the Provisions in Article 10, Paragraph 6, of the Articles of Association | Management | None | None |
| 5 | Approve Discharge of Directors | Management | For | For |
| 6.a | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6.b | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 6.c | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 7.a | Reelect C.L. de Carvalho-Heineken as Executive Director | Management | For | Against |
| 7.b | Reelect M.R. de Carvalho as Executive Director | Management | For | Against |
| 7.c | Reelect C.M. Kwist as Non-Executive Director | Management | For | Against |
| 8 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| HONDA MOTOR CO., LTD.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 7267
SECURITY ID: J22302111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kuraishi, Seiji | Management | For | For |
| 1.2 | Elect Director Mibe, Toshihiro | Management | For | For |
| 1.3 | Elect Director Aoyama, Shinji | Management | For | For |
| 1.4 | Elect Director Kaihara, Noriya | Management | For | For |
| 1.5 | Elect Director Suzuki, Asako | Management | For | For |
| 1.6 | Elect Director Suzuki, Masafumi | Management | For | For |
| 1.7 | Elect Director Sakai, Kunihiko | Management | For | For |
| 1.8 | Elect Director Kokubu, Fumiya | Management | For | For |
| 1.9 | Elect Director Ogawa, Yoichiro | Management | For | For |
| 1.10 | Elect Director Higashi, Kazuhiro | Management | For | For |
| 1.11 | Elect Director Nagata, Ryoko | Management | For | For |
| HONGKONG LAND HOLDINGS LTD.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: HKLD
SECURITY ID: G4587L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Against |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Stuart Grant as Director | Management | For | For |
| 4 | Elect Lily Jencks as Director | Management | For | For |
| 5 | Re-elect Christina Ong as Director | Management | For | For |
| 6 | Re-elect Robert Wong as Director | Management | For | For |
| 7 | Appoint PricewaterhouseCoopers, Hong Kong as Auditors and Authorise Their Remuneration | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| HSBC HOLDINGS PLC
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: HSBA
SECURITY ID: GB0005405286
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3a | Elect Geraldine Buckingham as Director | Management | For | For |
| 3b | Elect Georges Elhedery as Director | Management | For | For |
| 3c | Elect Kalpana Morparia as Director | Management | For | For |
| 3d | Re-elect Rachel Duan as Director | Management | For | For |
| 3e | Re-elect Dame Carolyn Fairbairn as Director | Management | For | For |
| 3f | Re-elect James Forese as Director | Management | For | For |
| 3g | Re-elect Steven Guggenheimer as Director | Management | For | For |
| 3h | Re-elect Jose Antonio Meade Kuribrena as Director | Management | For | For |
| 3i | Re-elect Eileen Murray as Director | Management | For | For |
| 3j | Re-elect David Nish as Director | Management | For | For |
| 3k | Re-elect Noel Quinn as Director | Management | For | For |
| 3l | Re-elect Mark Tucker as Director | Management | For | For |
| 4 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Authorise the Group Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 6 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 7 | Authorise Issue of Equity | Management | For | For |
| 8 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 10 | Authorise Directors to Allot Any Repurchased Shares | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Approve Share Repurchase Contract | Management | For | For |
| 13 | Authorise Issue of Equity in Relation to Contingent Convertible Securities | Management | For | For |
| 14 | Authorise Issue of Equity without Pre-emptive Rights in Relation to Contingent Convertible Securities | Management | For | For |
| 15 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 16 | Revisit the "State Deduction" Applied to Members of the Post 1974 Section of the Midland Bank Pension Scheme by Introducing a "Safety Net" | Shareholder | Against | Against |
| 17 | Devise, Implement and Report Quarterly on a Plan and Strategy Aiming at Increasing Its Value by Structural Reforms Including But Not Limited to Spinning Off, Strategic Reorganisation and Restructuring Its Asia Businesses | Shareholder | Against | Against |
| 18 | Devise and Implement a Long-Term and Stable Dividend Policy | Shareholder | Against | Against |
| IMPERIAL BRANDS PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: IMB
SECURITY ID: G4720C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Stefan Bomhard as Director | Management | For | For |
| 5 | Re-elect Susan Clark as Director | Management | For | For |
| 6 | Re-elect Ngozi Edozien as Director | Management | For | For |
| 7 | Re-elect Therese Esperdy as Director | Management | For | For |
| 8 | Re-elect Alan Johnson as Director | Management | For | For |
| 9 | Re-elect Robert Kunze-Concewitz as Director | Management | For | For |
| 10 | Re-elect Lukas Paravicini as Director | Management | For | For |
| 11 | Re-elect Diane de Saint Victor as Director | Management | For | For |
| 12 | Re-elect Jonathan Stanton as Director | Management | For | For |
| 13 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve Share Matching Scheme | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| INPEX CORP.
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: 1605
SECURITY ID: J2467E101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 32 | Management | For | For |
| 2 | Approve Accounting Transfers | Management | For | For |
| 3.1 | Elect Director Kitamura, Toshiaki | Management | For | For |
| 3.2 | Elect Director Ueda, Takayuki | Management | For | For |
| 3.3 | Elect Director Kawano, Kenji | Management | For | For |
| 3.4 | Elect Director Kittaka, Kimihisa | Management | For | For |
| 3.5 | Elect Director Sase, Nobuharu | Management | For | For |
| 3.6 | Elect Director Yamada, Daisuke | Management | For | For |
| 3.7 | Elect Director Takimoto, Toshiaki | Management | For | For |
| 3.8 | Elect Director Yanai, Jun | Management | For | For |
| 3.9 | Elect Director Iio, Norinao | Management | For | For |
| 3.10 | Elect Director Nishimura, Atsuko | Management | For | For |
| 3.11 | Elect Director Nishikawa, Tomo | Management | For | For |
| 3.12 | Elect Director Morimoto, Hideka | Management | For | For |
| 4.1 | Appoint Statutory Auditor Kawamura, Akio | Management | For | For |
| 4.2 | Appoint Statutory Auditor Tone, Toshiya | Management | For | For |
| 4.3 | Appoint Statutory Auditor Aso, Kenichi | Management | For | Against |
| 4.4 | Appoint Statutory Auditor Akiyoshi, Mitsuru | Management | For | For |
| 4.5 | Appoint Statutory Auditor Kiba, Hiroko | Management | For | For |
| INVESTOR AB
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: INVE.B
SECURITY ID: W5R777115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | None | None |
| 3 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Receive President's Report | Management | None | None |
| 8 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9 | Approve Remuneration Report | Management | For | Did Not Vote |
| 10.A | Approve Discharge of Gunnar Brock | Management | For | Did Not Vote |
| 10.B | Approve Discharge of Johan Forssell | Management | For | Did Not Vote |
| 10.C | Approve Discharge of Magdalena Gerger | Management | For | Did Not Vote |
| 10.D | Approve Discharge of Tom Johnstone | Management | For | Did Not Vote |
| 10.E | Approve Discharge of Isabelle Kocher | Management | For | Did Not Vote |
| 10.F | Approve Discharge of Sven Nyman | Management | For | Did Not Vote |
| 10.G | Approve Discharge of Grace Reksten Skaugen | Management | For | Did Not Vote |
| 10.H | Approve Discharge of Hans Straberg | Management | For | Did Not Vote |
| 10.I | Approve Discharge of Jacob Wallenberg | Management | For | Did Not Vote |
| 10.J | Approve Discharge of Marcus Wallenberg | Management | For | Did Not Vote |
| 10.K | Approve Discharge of Sara Ohrvall | Management | For | Did Not Vote |
| 11 | Approve Allocation of Income and Dividends of SEK 4.40 Per Share | Management | For | Did Not Vote |
| 12.A | Determine Number of Members (11) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 12.B | Determine Number of Auditors (1) and Deputy Auditors | Management | For | Did Not Vote |
| 13.A | Approve Remuneration of Directors in the Amount of SEK 3.2 Million for Chairman, SEK 1.8 Million for Vice Chairman and SEK 850,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 13.B | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 14.A | Reelect Gunnar Brock as Director | Management | For | Did Not Vote |
| 14.B | Reelect Johan Forssell as Director | Management | For | Did Not Vote |
| 14.C | Reelect Magdalena Gerger as Director | Management | For | Did Not Vote |
| 14.D | Reelect Tom Johnstone as Director | Management | For | Did Not Vote |
| 14.E | Reelect Isabelle Kocher as Director | Management | For | Did Not Vote |
| 14.F | Reelect Sven Nyman as Director | Management | For | Did Not Vote |
| 14.G | Reelect Grace Reksten Skaugen as Director | Management | For | Did Not Vote |
| 14.H | Reelect Hans Straberg as Director | Management | For | Did Not Vote |
| 14.I | Reelect Jacob Wallenberg as Director | Management | For | Did Not Vote |
| 14.J | Reelect Marcus Wallenberg as Director | Management | For | Did Not Vote |
| 14.K | Reelect Sara Ohrvall as Director | Management | For | Did Not Vote |
| 15 | Reelect Jacob Wallenberg as Board Chair | Management | For | Did Not Vote |
| 16 | Ratify Deloitte as Auditor | Management | For | Did Not Vote |
| 17.A | Approve Performance Share Matching Plan (LTVR) for Employees within Investor | Management | For | Did Not Vote |
| 17.B | Approve Performance Share Matching Plan (LTVR) for Employees within Patricia Industries | Management | For | Did Not Vote |
| 18.A | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | Did Not Vote |
| 18.B | Approve Equity Plan (LTVR) Financing Through Transfer of Shares to Participants | Management | For | Did Not Vote |
| 19 | Close Meeting | Management | None | None |
| ITOCHU CORP.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 8001
SECURITY ID: J2501P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 75 | Management | For | For |
| 2.1 | Elect Director Okafuji, Masahiro | Management | For | For |
| 2.2 | Elect Director Ishii, Keita | Management | For | For |
| 2.3 | Elect Director Kobayashi, Fumihiko | Management | For | For |
| 2.4 | Elect Director Hachimura, Tsuyoshi | Management | For | For |
| 2.5 | Elect Director Tsubai, Hiroyuki | Management | For | For |
| 2.6 | Elect Director Naka, Hiroyuki | Management | For | For |
| 2.7 | Elect Director Kawana, Masatoshi | Management | For | For |
| 2.8 | Elect Director Nakamori, Makiko | Management | For | For |
| 2.9 | Elect Director Ishizuka, Kunio | Management | For | For |
| 2.10 | Elect Director Ito, Akiko | Management | For | For |
| 3.1 | Appoint Statutory Auditor Matoba, Yoshiko | Management | For | For |
| 3.2 | Appoint Statutory Auditor Uryu, Kentaro | Management | For | For |
| 3.3 | Appoint Statutory Auditor Fujita, Tsutomu | Management | For | For |
| 3.4 | Appoint Statutory Auditor Kobayashi, Kumi | Management | For | For |
| J SAINSBURY PLC
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: SBRY
SECURITY ID: G77732173
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Jo Bertram as Director | Management | For | For |
| 5 | Re-elect Brian Cassin as Director | Management | For | For |
| 6 | Re-elect Jo Harlow as Director | Management | For | For |
| 7 | Re-elect Adrian Hennah as Director | Management | For | For |
| 8 | Re-elect Tanuj Kapilashrami as Director | Management | For | For |
| 9 | Re-elect Kevin O'Byrne as Director | Management | For | For |
| 10 | Re-elect Simon Roberts as Director | Management | For | For |
| 11 | Re-elect Martin Scicluna as Director | Management | For | For |
| 12 | Re-elect Keith Weed as Director | Management | For | For |
| 13 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 21 | Shareholder Resolution on Living Wage Accreditation | Shareholder | Against | Against |
| JAPAN POST HOLDINGS CO., LTD.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 6178
SECURITY ID: J2800D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Masuda, Hiroya | Management | For | For |
| 1.2 | Elect Director Iizuka, Atsushi | Management | For | For |
| 1.3 | Elect Director Ikeda, Norito | Management | For | For |
| 1.4 | Elect Director Senda, Tetsuya | Management | For | For |
| 1.5 | Elect Director Tanigaki, Kunio | Management | For | For |
| 1.6 | Elect Director Okamoto, Tsuyoshi | Management | For | For |
| 1.7 | Elect Director Koezuka, Miharu | Management | For | For |
| 1.8 | Elect Director Akiyama, Sakie | Management | For | For |
| 1.9 | Elect Director Kaiami, Makoto | Management | For | For |
| 1.10 | Elect Director Satake, Akira | Management | For | For |
| 1.11 | Elect Director Suwa, Takako | Management | For | For |
| 1.12 | Elect Director Ito, Yayoi | Management | For | For |
| 1.13 | Elect Director Oeda, Hiroshi | Management | For | For |
| 1.14 | Elect Director Kimura, Miyoko | Management | For | For |
| 1.15 | Elect Director Shindo, Kosei | Management | For | For |
| JAPAN TOBACCO, INC.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 2914
SECURITY ID: J27869106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 113 | Management | For | For |
| 2.1 | Elect Director Iwai, Mutsuo | Management | For | For |
| 2.2 | Elect Director Okamoto, Shigeaki | Management | For | For |
| 2.3 | Elect Director Terabatake, Masamichi | Management | For | For |
| 2.4 | Elect Director Hirowatari, Kiyohide | Management | For | For |
| 2.5 | Elect Director Nakano, Kei | Management | For | For |
| 2.6 | Elect Director Koda, Main | Management | For | For |
| 2.7 | Elect Director Nagashima, Yukiko | Management | For | For |
| 2.8 | Elect Director Kitera, Masato | Management | For | For |
| 2.9 | Elect Director Shoji, Tetsuya | Management | For | For |
| 3.1 | Appoint Statutory Auditor Kashiwakura, Hideaki | Management | For | For |
| 3.2 | Appoint Statutory Auditor Hashimoto, Tsutomu | Management | For | For |
| 3.3 | Appoint Statutory Auditor Taniuchi, Shigeru | Management | For | Against |
| 3.4 | Appoint Statutory Auditor Inada, Nobuo | Management | For | For |
| 3.5 | Appoint Statutory Auditor Yamashina, Hiroko | Management | For | For |
| 4 | Approve Fixed Cash Compensation Ceiling and Performance-Based Cash Compensation Ceiling for Directors, Restricted Stock Plan and Performance Share Plan | Management | For | For |
| 5 | Amend Articles to Introduce Provision on Management of Subsidiaries | Shareholder | Against | Against |
| 6 | Amend Articles to Prohibit Appointments of Officials of Japan Tobacco or its Affiliated Companies to the Board of Japan Tobacco's Listed Subsidiary | Shareholder | Against | Against |
| 7 | Amend Articles to Ban Borrowing and Lending with Japan Tobacco's Listed Subsidiary via Cash Management System | Shareholder | Against | Against |
| 8 | Initiate Share Repurchase Program | Shareholder | Against | Against |
| JARDINE MATHESON HOLDINGS LTD.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: JARB
SECURITY ID: G50736100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Re-elect David Hsu as Director | Management | For | Against |
| 4 | Re-elect Adam Keswick as Director | Management | For | Abstain |
| 5 | Re-elect Anthony Nightingale as Director | Management | For | Against |
| 6 | Appoint PricewaterhouseCoopers, Hong Kong as Auditors and Authorise Their Remuneration | Management | For | For |
| 7 | Authorise Issue of Equity | Management | For | For |
| KDDI CORP.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 9433
SECURITY ID: J31843105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 70 | Management | For | For |
| 2 | Amend Articles to Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Tanaka, Takashi | Management | For | For |
| 3.2 | Elect Director Takahashi, Makoto | Management | For | For |
| 3.3 | Elect Director Amamiya, Toshitake | Management | For | For |
| 3.4 | Elect Director Yoshimura, Kazuyuki | Management | For | For |
| 3.5 | Elect Director Kuwahara, Yasuaki | Management | For | For |
| 3.6 | Elect Director Matsuda, Hiromichi | Management | For | For |
| 3.7 | Elect Director Yamaguchi, Goro | Management | For | For |
| 3.8 | Elect Director Yamamoto, Keiji | Management | For | For |
| 3.9 | Elect Director Goto, Shigeki | Management | For | For |
| 3.10 | Elect Director Tannowa, Tsutomu | Management | For | For |
| 3.11 | Elect Director Okawa, Junko | Management | For | For |
| 3.12 | Elect Director Okumiya, Kyoko | Management | For | For |
| KINGFISHER PLC
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: KGF
SECURITY ID: GB0033195214
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Claudia Arney as Director | Management | For | For |
| 5 | Re-elect Bernard Bot as Director | Management | For | For |
| 6 | Re-elect Catherine Bradley as Director | Management | For | For |
| 7 | Re-elect Jeff Carr as Director | Management | For | For |
| 8 | Re-elect Andrew Cosslett as Director | Management | For | For |
| 9 | Re-elect Thierry Garnier as Director | Management | For | For |
| 10 | Re-elect Sophie Gasperment as Director | Management | For | For |
| 11 | Re-elect Rakhi Goss-Custard as Director | Management | For | For |
| 12 | Re-elect Bill Lennie as Director | Management | For | For |
| 13 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Approve Sharesave Plan | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| KONINKLIJKE AHOLD DELHAIZE NV
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: AD
SECURITY ID: N0074E105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4 | Adopt Financial Statements | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Discharge of Management Board | Management | For | For |
| 8 | Approve Discharge of Supervisory Board | Management | For | For |
| 9 | Reelect Peter Agnefjall to Supervisory Board | Management | For | For |
| 10 | Reelect Bill McEwan to Supervisory Board | Management | For | For |
| 11 | Reelect Katie Doyle to Supervisory Board | Management | For | For |
| 12 | Elect Julia Vander Ploeg to Supervisory Board | Management | For | For |
| 13 | Reelect Frans Muller to Management Board | Management | For | For |
| 14 | Elect JJ Fleeman to Management Board | Management | For | For |
| 15 | Ratify KPMG Accountants N.V. as Auditors | Management | For | For |
| 16 | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 17 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 18 | Authorize Board to Acquire Common Shares | Management | For | For |
| 19 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 20 | Close Meeting | Management | None | None |
| KONINKLIJKE PHILIPS NV
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: PHIA
SECURITY ID: N7637U112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect R.W.O. Jakobs as President / Chief Executive Officer and Member of the Management Board | Management | For | For |
| KONINKLIJKE PHILIPS NV
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PHIA
SECURITY ID: N7637U112
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | President's Speech | Management | None | None |
| 2.a | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.c | Approve Dividends | Management | For | For |
| 2. | Approve Remuneration Report | Management | For | For |
| 2.e | Approve Discharge of Management Board | Management | For | Against |
| 2.f | Approve Discharge of Supervisory Board | Management | For | For |
| 3 | Reelect A. Bhattacharya to Management Board | Management | For | For |
| 4.a | Reelect D.E.I. Pyott to Supervisory Board | Management | For | For |
| 4.b | Reelect M.E. Doherty to Supervisory Board | Management | For | For |
| 5 | Ratify Ernst & Young Accountants LLP as Auditors for the Financial Year 2024 | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors for the Financial Year 2025 | Management | For | For |
| 7.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 7.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 10 | Other Business (Non-Voting) | Management | None | None |
| MACQUARIE GROUP LIMITED
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: MQG
SECURITY ID: Q57085286
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Jillian R Broadbent as Director | Management | For | For |
| 2b | Elect Philip M Coffey as Director | Management | For | For |
| 2c | Elect Michelle A Hinchliffe as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Participation of Shemara Wikramanayake in the Macquarie Group Employee Retained Equity Plan | Management | For | For |
| MANULIFE FINANCIAL CORP.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MFC
SECURITY ID: 56501R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1.2 | Elect Director Guy L.T. Bainbridge | Management | For | For |
| 1.3 | Elect Director Susan F. Dabarno | Management | For | For |
| 1.4 | Elect Director Julie E. Dickson | Management | For | For |
| 1.5 | Elect Director Roy Gori | Management | For | For |
| 1.6 | Elect Director Tsun-yan Hsieh | Management | For | For |
| 1.7 | Elect Director Vanessa Kanu | Management | For | For |
| 1.8 | Elect Director Donald R. Lindsay | Management | For | For |
| 1.9 | Elect Director C. James Prieur | Management | For | For |
| 1.10 | Elect Director Andrea S. Rosen | Management | For | For |
| 1.11 | Elect Director May Tan | Management | For | For |
| 1.12 | Elect Director Leagh E. Turner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| MAZDA MOTOR CORP.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: 7261
SECURITY ID: J41551110
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 25 | Management | For | For |
| 2.1 | Elect Director Shobuda, Kiyotaka | Management | For | For |
| 2.2 | Elect Director Ono, Mitsuru | Management | For | For |
| 2.3 | Elect Director Moro, Masahiro | Management | For | For |
| 2.4 | Elect Director Aoyama, Yasuhiro | Management | For | For |
| 2.5 | Elect Director Hirose, Ichiro | Management | For | For |
| 2.6 | Elect Director Mukai, Takeshi | Management | For | For |
| 2.7 | Elect Director Jeffrey H. Guyton | Management | For | For |
| 2.8 | Elect Director Kojima, Takeji | Management | For | For |
| 2.9 | Elect Director Sato, Kiyoshi | Management | For | For |
| 2.10 | Elect Director Ogawa, Michiko | Management | For | For |
| 3.1 | Elect Director and Audit Committee Member Watabe, Nobuhiko | Management | For | For |
| 3.2 | Elect Director and Audit Committee Member Kitamura, Akira | Management | For | Against |
| 3.3 | Elect Director and Audit Committee Member Shibasaki, Hiroko | Management | For | For |
| 3.4 | Elect Director and Audit Committee Member Sugimori, Masato | Management | For | For |
| 3.5 | Elect Director and Audit Committee Member Inoue, Hiroshi | Management | For | For |
| 4 | Approve Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| MERCEDES-BENZ GROUP AG
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MBG
SECURITY ID: D1668R123
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 5.20 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5.1 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Management | For | For |
| 5.2 | Ratify PricewaterhouseCoopers GmbH as Auditors for the 2024 Interim Financial Statements until the 2024 AGM | Management | For | For |
| 5.3 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2024 and for the Review of Interim Financial Statements after the 2024 AGM | Management | For | For |
| 6 | Elect Stefan Pierer to the Supervisory Board | Management | For | For |
| 7 | Approve Remuneration of Supervisory Board | Management | For | For |
| 8 | Approve Remuneration Policy | Management | For | For |
| 9 | Approve Remuneration Report | Management | For | For |
| 10 | Approve Creation of EUR 1 Billion Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Management | For | For |
| 11 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 12 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| MERCK KGAA
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: MRK
SECURITY ID: D5357W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.20 per Share | Management | For | For |
| 4 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 2.5 Billion; Approve Creation of EUR 16.8 Million Pool of Capital to Guarantee Conversion Rights | Management | For | For |
| 8.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| MITSUBISHI CORP.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 8058
SECURITY ID: J43830116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 103 | Management | For | For |
| 2.1 | Elect Director Kakiuchi, Takehiko | Management | For | For |
| 2.2 | Elect Director Nakanishi, Katsuya | Management | For | For |
| 2.3 | Elect Director Tanaka, Norikazu | Management | For | For |
| 2.4 | Elect Director Kashiwagi, Yutaka | Management | For | For |
| 2.5 | Elect Director Nochi, Yuzo | Management | For | For |
| 2.6 | Elect Director Tatsuoka, Tsuneyoshi | Management | For | For |
| 2.7 | Elect Director Miyanaga, Shunichi | Management | For | For |
| 2.8 | Elect Director Akiyama, Sakie | Management | For | For |
| 2.9 | Elect Director Sagiya, Mari | Management | For | For |
| 3 | Appoint Statutory Auditor Murakoshi, Akira | Management | For | For |
| 4 | Approve Performance-Based Cash Compensation Ceiling for Directors | Management | For | For |
| 5 | Amend Articles to Disclose Greenhouse Gas Emission Reduction Targets Aligned with Goals of Paris Agreement | Shareholder | Against | Against |
| 6 | Amend Articles to Disclose Evaluation concerning Consistency between Capital Expenditures and Net Zero Greenhouse Gas Emissions by 2050 Commitment | Shareholder | Against | Against |
| MITSUI & CO., LTD.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 8031
SECURITY ID: J44690139
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 75 | Management | For | For |
| 2.1 | Elect Director Yasunaga, Tatsuo | Management | For | For |
| 2.2 | Elect Director Hori, Kenichi | Management | For | For |
| 2.3 | Elect Director Uno, Motoaki | Management | For | For |
| 2.4 | Elect Director Takemasu, Yoshiaki | Management | For | For |
| 2.5 | Elect Director Nakai, Kazumasa | Management | For | For |
| 2.6 | Elect Director Shigeta, Tetsuya | Management | For | For |
| 2.7 | Elect Director Sato, Makoto | Management | For | For |
| 2.8 | Elect Director Matsui, Toru | Management | For | For |
| 2.9 | Elect Director Daikoku, Tetsuya | Management | For | For |
| 2.10 | Elect Director Samuel Walsh | Management | For | For |
| 2.11 | Elect Director Uchiyamada, Takeshi | Management | For | For |
| 2.12 | Elect Director Egawa, Masako | Management | For | For |
| 2.13 | Elect Director Ishiguro, Fujiyo | Management | For | For |
| 2.14 | Elect Director Sarah L. Casanova | Management | For | For |
| 2.15 | Elect Director Jessica Tan Soon Neo | Management | For | For |
| 3.1 | Appoint Statutory Auditor Fujiwara, Hirotatsu | Management | For | For |
| 3.2 | Appoint Statutory Auditor Hayashi, Makoto | Management | For | For |
| 3.3 | Appoint Statutory Auditor Shiotani, Kimiro | Management | For | For |
| MITSUI O.S.K. LINES, LTD.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 9104
SECURITY ID: J45013133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 260 | Management | For | For |
| 2.1 | Elect Director Ikeda, Junichiro | Management | For | For |
| 2.2 | Elect Director Hashimoto, Takeshi | Management | For | For |
| 2.3 | Elect Director Tanaka, Toshiaki | Management | For | For |
| 2.4 | Elect Director Moro, Junko | Management | For | For |
| 2.5 | Elect Director Umemura, Hisashi | Management | For | For |
| 2.6 | Elect Director Fujii, Hideto | Management | For | For |
| 2.7 | Elect Director Katsu, Etsuko | Management | For | For |
| 2.8 | Elect Director Onishi, Masaru | Management | For | For |
| 2.9 | Elect Director Koshiba, Mitsunobu | Management | For | For |
| 3.1 | Appoint Statutory Auditor Hinoka, Yutaka | Management | For | For |
| 3.2 | Appoint Statutory Auditor Takeda, Fumiko | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Toda, Atsuji | Management | For | For |
| MIZUHO FINANCIAL GROUP, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 8411
SECURITY ID: J4599L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kobayashi, Yoshimitsu | Management | For | For |
| 1.2 | Elect Director Sato, Ryoji | Management | For | For |
| 1.3 | Elect Director Tsukioka, Takashi | Management | For | For |
| 1.4 | Elect Director Ono, Kotaro | Management | For | For |
| 1.5 | Elect Director Shinohara, Hiromichi | Management | For | For |
| 1.6 | Elect Director Yamamoto, Masami | Management | For | For |
| 1.7 | Elect Director Kobayashi, Izumi | Management | For | For |
| 1.8 | Elect Director Noda, Yumiko | Management | For | For |
| 1.9 | Elect Director Imai, Seiji | Management | For | Against |
| 1.10 | Elect Director Hirama, Hisaaki | Management | For | For |
| 1.11 | Elect Director Kihara, Masahiro | Management | For | Against |
| 1.12 | Elect Director Umemiya, Makoto | Management | For | For |
| 1.13 | Elect Director Wakabayashi, Motonori | Management | For | For |
| 1.14 | Elect Director Kaminoyama, Nobuhiro | Management | For | For |
| 2 | Amend Articles to Disclose Transition Plan to Align Lending and Investment Portfolios with Goals of Paris Agreement | Shareholder | Against | Against |
| NEC CORP.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: 6701
SECURITY ID: J48818207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Three Committees - Amend Provisions on Number of Directors - Indemnify Directors | Management | For | For |
| 2.1 | Elect Director Niino, Takashi | Management | For | For |
| 2.2 | Elect Director Morita, Takayuki | Management | For | For |
| 2.3 | Elect Director Fujikawa, Osamu | Management | For | For |
| 2.4 | Elect Director Matsukura, Hajime | Management | For | For |
| 2.5 | Elect Director Obata, Shinobu | Management | For | For |
| 2.6 | Elect Director Nakamura, Kuniharu | Management | For | For |
| 2.7 | Elect Director Christina Ahmadjian | Management | For | For |
| 2.8 | Elect Director Oka, Masashi | Management | For | Against |
| 2.9 | Elect Director Okada, Kyoko | Management | For | For |
| 2.10 | Elect Director Mochizuki, Harufumi | Management | For | For |
| 2.11 | Elect Director Okada, Joji | Management | For | For |
| 2.12 | Elect Director Yamada, Yoshihito | Management | For | For |
| NIPPON STEEL CORP.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 5401
SECURITY ID: J55678106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 90 | Management | For | For |
| 2 | Amend Articles to Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Shindo, Kosei | Management | For | For |
| 3.2 | Elect Director Hashimoto, Eiji | Management | For | For |
| 3.3 | Elect Director Sato, Naoki | Management | For | For |
| 3.4 | Elect Director Mori, Takahiro | Management | For | For |
| 3.5 | Elect Director Hirose, Takashi | Management | For | For |
| 3.6 | Elect Director Fukuda, Kazuhisa | Management | For | For |
| 3.7 | Elect Director Imai, Tadashi | Management | For | For |
| 3.8 | Elect Director Funakoshi, Hirofumi | Management | For | For |
| 3.9 | Elect Director Tomita, Tetsuro | Management | For | For |
| 3.10 | Elect Director Urano, Kuniko | Management | For | For |
| NIPPON TELEGRAPH & TELEPHONE CORP.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: 9432
SECURITY ID: J59396101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 60 | Management | For | For |
| 2.1 | Appoint Statutory Auditor Yanagi, Keiichiro | Management | For | For |
| 2.2 | Appoint Statutory Auditor Takahashi, Kanae | Management | For | For |
| 2.3 | Appoint Statutory Auditor Kanda, Hideki | Management | For | For |
| 2.4 | Appoint Statutory Auditor Kashima, Kaoru | Management | For | For |
| NIPPON YUSEN KK
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: 9101
SECURITY ID: J56515232
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 170 | Management | For | For |
| 2 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors | Management | For | For |
| 3.1 | Elect Director Nagasawa, Hitoshi | Management | For | For |
| 3.2 | Elect Director Soga, Takaya | Management | For | For |
| 3.3 | Elect Director Higurashi, Yutaka | Management | For | For |
| 3.4 | Elect Director Kono, Akira | Management | For | For |
| 3.5 | Elect Director Kuniya, Hiroko | Management | For | For |
| 3.6 | Elect Director Tanabe, Eiichi | Management | For | For |
| 3.7 | Elect Director Kanehara, Nobukatsu | Management | For | For |
| 4.1 | Elect Director and Audit Committee Member Takahashi, Eiichi | Management | For | For |
| 4.2 | Elect Director and Audit Committee Member Kosugi, Keiko | Management | For | For |
| 4.3 | Elect Director and Audit Committee Member Nakaso, Hiroshi | Management | For | For |
| 4.4 | Elect Director and Audit Committee Member Kuwabara, Satoko | Management | For | For |
| 4.5 | Elect Director and Audit Committee Member Yamada, Tatsumi | Management | For | For |
| 5 | Elect Alternate Director and Audit Committee Member Tanabe, Eiichi | Management | For | Against |
| 6 | Approve Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 7 | Approve Compensation Ceiling for Directors Who Are Audit Committee Members | Management | For | For |
| 8 | Approve Performance-Based Cash Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 9 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| NOKIA OYJ
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: NOKIA
SECURITY ID: X61873133
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 5 | Prepare and Approve List of Shareholders | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8 | Approve Allocation of Income and Dividends of EUR 0.12 Per Share | Management | For | Did Not Vote |
| 9 | Approve Discharge of Board and President | Management | For | Did Not Vote |
| 10 | Approve Remuneration Report (Advisory Vote) | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount of EUR 440,000 to Chair, EUR 210,000 to Vice Chair and EUR 185,000 to Other Directors; Approve Remuneration for Committee Work; Approve Meeting Fees | Management | For | Did Not Vote |
| 12 | Fix Number of Directors at Ten | Management | For | Did Not Vote |
| 13.1 | Reelect Sari Baldauf (Chair) as Director | Management | For | Did Not Vote |
| 13.2 | Reelect Thomas Dannenfeldt as Director | Management | For | Did Not Vote |
| 13.3 | Reelect Lisa Hook as Director | Management | For | Did Not Vote |
| 13.4 | Reelect Jeanette Horan as Director | Management | For | Did Not Vote |
| 13.5 | Reelect Thomas Saueressig as Director | Management | For | Did Not Vote |
| 13.6 | Reelect Soren Skou (Vice Chair) as Director | Management | For | Did Not Vote |
| 13.7 | Reelect Carla Smits-Nusteling as Director | Management | For | Did Not Vote |
| 13.8 | Reelect Kai Oistamo as Director | Management | For | Did Not Vote |
| 13.9 | Elect Timo Ahopelto as Director | Management | For | Did Not Vote |
| 13.10 | Elect Elizabeth Crain as Director | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditor | Management | For | Did Not Vote |
| 15 | Ratify Deloitte as Auditor | Management | For | Did Not Vote |
| 16 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 17 | Approve Issuance of up to 550 Million Shares without Preemptive Rights | Management | For | Did Not Vote |
| 18 | Close Meeting | Management | None | None |
| NORTHLAND POWER INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NPI
SECURITY ID: 666511100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director John W. Brace | Management | For | For |
| 2 | Elect Director Linda L. Bertoldi | Management | For | For |
| 3 | Elect Director Lisa Colnett | Management | For | For |
| 4 | Elect Director Kevin Glass | Management | For | For |
| 5 | Elect Director Russell Goodman | Management | For | For |
| 6 | Elect Director Keith Halbert | Management | For | For |
| 7 | Elect Director Helen Mallovy Hicks | Management | For | For |
| 8 | Elect Director Ian Pearce | Management | For | For |
| 9 | Elect Director Eckhardt Ruemmler | Management | For | For |
| 10 | Approve Ernst & Young LLP Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 11 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| NOVARTIS AG
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: NOVN
SECURITY ID: H5820Q150
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of CHF 3.20 per Share | Management | For | Did Not Vote |
| 4 | Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 5 | Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital | Management | For | Did Not Vote |
| 6.1 | Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings | Management | For | Did Not Vote |
| 6.2 | Amend Articles of Association | Management | For | Did Not Vote |
| 6.3 | Amend Articles of Association | Management | For | Did Not Vote |
| 7.1 | Approve Remuneration of Directors in the Amount of CHF 8.8 Million | Management | For | Did Not Vote |
| 7.2 | Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million | Management | For | Did Not Vote |
| 7.3 | Approve Remuneration Report | Management | For | Did Not Vote |
| 8.1 | Reelect Joerg Reinhardt as Director and Board Chair | Management | For | Did Not Vote |
| 8.2 | Reelect Nancy Andrews as Director | Management | For | Did Not Vote |
| 8.3 | Reelect Ton Buechner as Director | Management | For | Did Not Vote |
| 8.4 | Reelect Patrice Bula as Director | Management | For | Did Not Vote |
| 8.5 | Reelect Elizabeth Doherty as Director | Management | For | Did Not Vote |
| 8.6 | Reelect Bridgette Heller as Director | Management | For | Did Not Vote |
| 8.7 | Reelect Daniel Hochstrasser as Director | Management | For | Did Not Vote |
| 8.8 | Reelect Frans van Houten as Director | Management | For | Did Not Vote |
| 8.9 | Reelect Simon Moroney as Director | Management | For | Did Not Vote |
| 8.10 | Reelect Ana de Pro Gonzalo as Director | Management | For | Did Not Vote |
| 8.11 | Reelect Charles Sawyers as Director | Management | For | Did Not Vote |
| 8.12 | Reelect William Winters as Director | Management | For | Did Not Vote |
| 8.13 | Elect John Young as Director | Management | For | Did Not Vote |
| 9.1 | Reappoint Patrice Bula as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.2 | Reappoint Bridgette Heller as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.3 | Reappoint Simon Moroney as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.4 | Reappoint William Winters as Member of the Compensation Committee | Management | For | Did Not Vote |
| 10 | Ratify KPMG AG as Auditors | Management | For | Did Not Vote |
| 11 | Designate Peter Zahn as Independent Proxy | Management | For | Did Not Vote |
| 12 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| OTSUKA HOLDINGS CO., LTD.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 4578
SECURITY ID: J63117105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Otsuka, Ichiro | Management | For | For |
| 1.2 | Elect Director Higuchi, Tatsuo | Management | For | For |
| 1.3 | Elect Director Matsuo, Yoshiro | Management | For | For |
| 1.4 | Elect Director Takagi, Shuichi | Management | For | For |
| 1.5 | Elect Director Makino, Yuko | Management | For | For |
| 1.6 | Elect Director Kobayashi, Masayuki | Management | For | For |
| 1.7 | Elect Director Tojo, Noriko | Management | For | For |
| 1.8 | Elect Director Inoue, Makoto | Management | For | For |
| 1.9 | Elect Director Matsutani, Yukio | Management | For | For |
| 1.10 | Elect Director Sekiguchi, Ko | Management | For | For |
| 1.11 | Elect Director Aoki, Yoshihisa | Management | For | For |
| 1.12 | Elect Director Mita, Mayo | Management | For | For |
| 1.13 | Elect Director Kitachi, Tatsuaki | Management | For | For |
| OVERSEA-CHINESE BANKING CORPORATION LIMITED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: O39
SECURITY ID: Y64248209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Directors' Statement, Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2a | Elect Chua Kim Chiu as Director | Management | For | For |
| 2b | Elect Lee Tih Shih as Director | Management | For | For |
| 2c | Elect Tan Yen Yen as Director | Management | For | For |
| 3 | Elect Helen Wong Pik Kuen as Director | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5a | Approve Directors' Remuneration | Management | For | For |
| 5b | Approve Allotment and Issuance of Remuneration Shares to the Directors | Management | For | For |
| 6 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 8 | Approve Grant of Options and/or Rights and Issuance of Shares Pursuant to the OCBC Share Option Scheme 2001, OCBC Employee Share Purchase Plan, and the OCBC Deferred Share Plan 2021 | Management | For | Against |
| 9 | Approve Issuance of Shares Pursuant to the OCBC Scrip Dividend Scheme | Management | For | For |
| 10 | Authorize Share Repurchase Program | Management | For | For |
| 11 | Approve Extension and Alterations of OCBC Employee Share Purchase Plan | Management | For | For |
| PROSUS NV
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: PRX
SECURITY ID: N7163R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 2 | Approve Remuneration Report | Management | For | Against |
| 3 | Adopt Financial Statements | Management | For | For |
| 4 | Approve Allocation of Income | Management | For | For |
| 5 | Approve Discharge of Executive Directors | Management | For | For |
| 6 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7 | Approve Remuneration Policy for Executive and Non-Executive Directors | Management | For | Against |
| 8 | Elect Sharmistha Dubey as Non-Executive Director | Management | For | For |
| 9.1 | Reelect JP Bekker as Non-Executive Director | Management | For | For |
| 9.2 | Reelect D Meyer as Non-Executive Director | Management | For | For |
| 9.3 | Reelect SJZ Pacak as Non-Executive Director | Management | For | For |
| 9.4 | Reelect JDT Stofberg as Non-Executive Director | Management | For | For |
| 10 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 11 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Restrict/Exclude Preemptive Rights | Management | For | For |
| 12 | Authorize Repurchase of Shares | Management | For | For |
| 13 | Approve Reduction in Share Capital Through Cancellation of Shares | Management | For | For |
| 14 | Discuss Voting Results | Management | None | None |
| 15 | Close Meeting | Management | None | None |
| QBE INSURANCE GROUP LIMITED
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: QBE
SECURITY ID: Q78063114
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Grant of Conditional Rights to Andrew Horton | Management | For | For |
| 4a | Elect Michael (Mike) Wilkins as Director | Management | For | For |
| 4b | Elect Kathryn (Kathy) Lisson as Director | Management | For | For |
| RELX PLC
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: REL
SECURITY ID: GB00B2B0DG97
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Elect Alistair Cox as Director | Management | For | For |
| 8 | Re-elect Paul Walker as Director | Management | For | For |
| 9 | Re-elect June Felix as Director | Management | For | For |
| 10 | Re-elect Erik Engstrom as Director | Management | For | For |
| 11 | Re-elect Charlotte Hogg as Director | Management | For | For |
| 12 | Re-elect Marike van Lier Lels as Director | Management | For | For |
| 13 | Re-elect Nick Luff as Director | Management | For | For |
| 14 | Re-elect Robert MacLeod as Director | Management | For | For |
| 15 | Re-elect Andrew Sukawaty as Director | Management | For | For |
| 16 | Re-elect Suzanne Wood as Director | Management | For | For |
| 17 | Approve Long-Term Incentive Plan | Management | For | For |
| 18 | Approve Executive Share Ownership Scheme | Management | For | For |
| 19 | Approve Sharesave Plan | Management | For | For |
| 20 | Approve Employee Share Purchase Plan | Management | For | For |
| 21 | Authorise Issue of Equity | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| RENAULT SA
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: RNO
SECURITY ID: F77098105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.25 per Share | Management | For | For |
| 4 | Receive Auditor's Special Reports Re: Remuneration of Redeemable Shares | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions and Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Jean-Dominique Senard as Director | Management | For | For |
| 7 | Reelect Annette Winkler as Director | Management | For | For |
| 8 | Elect Luca de Meo as Director | Management | For | For |
| 9 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 10 | Approve Compensation of Jean-Dominique Senard, Chairman of the Board | Management | For | For |
| 11 | Approve Compensation of Luca de Meo, CEO | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | Against |
| 14 | Approve Remuneration Policy of Directors | Management | For | For |
| 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| RIO TINTO LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RIO
SECURITY ID: Q81437107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report for UK Law Purposes | Management | For | For |
| 3 | Approve Remuneration Report for Australian Law Purposes | Management | For | For |
| 4 | Approve Potential Termination Benefits | Management | For | For |
| 5 | Elect Kaisa Hietala as Director | Management | For | For |
| 6 | Elect Dominic Barton as Director | Management | For | For |
| 7 | Elect Megan Clark as Director | Management | For | For |
| 8 | Elect Peter Cunningham as Director | Management | For | For |
| 9 | Elect Simon Henry as Director | Management | For | For |
| 10 | Elect Sam Laidlaw as Director | Management | For | For |
| 11 | Elect Simon McKeon as Director | Management | For | For |
| 12 | Elect Jennifer Nason as Director | Management | For | For |
| 13 | Elect Jakob Stausholm as Director | Management | For | For |
| 14 | Elect Ngaire Woods as Director | Management | For | For |
| 15 | Elect Ben Wyatt as Director | Management | For | For |
| 16 | Appoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorize the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Approve Authority to Make Political Donations | Management | For | For |
| 19 | Approve the Renewal of Off-Market and On-Market Share Buy-back Authorities | Management | For | For |
| RIO TINTO PLC
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: RIO
SECURITY ID: G75754104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | Management | For | For |
| 2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | Management | For | For |
| RIO TINTO PLC
MEETING DATE: APR 06, 2023 |
||||
|
TICKER: RIO
SECURITY ID: GB0007188757
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report for UK Law Purposes | Management | For | For |
| 3 | Approve Remuneration Report for Australian Law Purposes | Management | For | For |
| 4 | Approve the Potential Termination of Benefits for Australian Law Purposes | Management | For | For |
| 5 | Elect Kaisa Hietala as Director | Management | For | For |
| 6 | Re-elect Dominic Barton as Director | Management | For | For |
| 7 | Re-elect Megan Clark as Director | Management | For | For |
| 8 | Re-elect Peter Cunningham as Director | Management | For | For |
| 9 | Re-elect Simon Henry as Director | Management | For | For |
| 10 | Re-elect Sam Laidlaw as Director | Management | For | For |
| 11 | Re-elect Simon McKeon as Director | Management | For | For |
| 12 | Re-elect Jennifer Nason as Director | Management | For | For |
| 13 | Re-elect Jakob Stausholm as Director | Management | For | For |
| 14 | Re-elect Ngaire Woods as Director | Management | For | For |
| 15 | Re-elect Ben Wyatt as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ROYAL MAIL PLC
MEETING DATE: JUL 20, 2022 |
||||
|
TICKER: RMG
SECURITY ID: G7368G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Keith Williams as Director | Management | For | For |
| 5 | Re-elect Simon Thompson as Director | Management | For | For |
| 6 | Re-elect Martin Seidenberg as Director | Management | For | For |
| 7 | Re-elect Mick Jeavons as Director | Management | For | For |
| 8 | Re-elect Baroness Hogg as Director | Management | For | For |
| 9 | Re-elect Maria da Cunha as Director | Management | For | For |
| 10 | Re-elect Michael Findlay as Director | Management | For | For |
| 11 | Re-elect Lynne Peacock as Director | Management | For | For |
| 12 | Elect Shashi Verma as Director | Management | For | For |
| 13 | Elect Jourik Hooghe as Director | Management | For | For |
| 14 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Approve Share Incentive Plan | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 23 | Adopt New Articles of Association | Management | For | For |
| RWE AG
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RWE
SECURITY ID: D6629K109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.90 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Markus Krebber for Fiscal Year 2022 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Michael Mueller for Fiscal Year 2022 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Zvezdana Seeger for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Ralf Sikorski for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Michael Bochinsky for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Sandra Bossemeyer for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Hans Buenting for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Matthias Duerbaum for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Ute Gerbaulet for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Hans-Peter Keitel for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Monika Kircher for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Thomas Kufen for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Reiner van Limbeck for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Harald Louis for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Dagmar Paasch for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Erhard Schipporeit for Fiscal Year 2022 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Dirk Schumacher for Fiscal Year 2022 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Ullrich Sierau for Fiscal Year 2022 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Hauke Stars for Fiscal Year 2022 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Helle Valentin for Fiscal Year 2022 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Andreas Wagner for Fiscal Year 2022 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Marion Weckes for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Ratify Deloitte GmbH as Auditors for the Review of Interim Financial Statements for the First Quarter of Fiscal Year 2024 | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 9 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 5.5 Billion; Approve Creation of EUR 190.4 Million Pool of Capital to Guarantee Conversion Rights | Management | For | For |
| 10 | Approve Creation of EUR 380.8 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Management | For | For |
| 11 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| SANOFI
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SAN
SECURITY ID: F5548N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.56 per Share | Management | For | For |
| 4 | Elect Frederic Oudea as Director | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Serge Weinberg, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Paul Hudson, CEO | Management | For | For |
| 8 | Approve Remuneration of Directors in the Aggregate Amount of EUR 2.5 Million | Management | For | For |
| 9 | Approve Remuneration Policy of Directors | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of CEO | Management | For | For |
| 12 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 13 | Ratify Change Location of Registered Office to 46, Avenue de la Grande Armee, 75017 Paris and Amend Article 4 of Bylaws Accordingly | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 19 | Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SAP SE
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: SAP
SECURITY ID: D66992104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 8.1 | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Management | For | For |
| 8.2 | Elect Qi Lu to the Supervisory Board | Management | For | For |
| 8.3 | Elect Punit Renjen to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 10 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 11.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 11.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| SCOR SE
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SCR
SECURITY ID: F15561677
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.40 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | Against |
| 6 | Approve Compensation of Denis Kessler, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Laurent Rousseau, CEO | Management | For | For |
| 8 | Approve Remuneration Policy of Directors | Management | For | For |
| 9 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 10 | Approve Remuneration Policy of CEO from January 1, 2023 to January 25, 2023 | Management | For | For |
| 11 | Approve Remuneration Policy of CEO from January 26, 2023 to April 30, 2023 | Management | For | For |
| 12 | Approve Remuneration Policy of CEO from May 1, 2023 to December 31, 2023 | Management | For | For |
| 13 | Elect Thierry Leger as Director | Management | For | For |
| 14 | Ratify Appointment of Martine Gerow as Director | Management | For | For |
| 15 | Reelect Augustin de Romanet as Director | Management | For | Against |
| 16 | Reelect Adrien Couret as Director | Management | For | For |
| 17 | Reelect Martine Gerow as Director | Management | For | For |
| 18 | Reelect Holding Malakoff Humanis as Director | Management | For | For |
| 19 | Reelect Vanessa Marquette as Director | Management | For | For |
| 20 | Reelect Zhen Wang as Director | Management | For | For |
| 21 | Reelect Fields Wicker-Miurin as Director | Management | For | Against |
| 22 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 23 | Authorize Capitalization of Reserves of Up to EUR 200 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 24 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 566,106,326 | Management | For | For |
| 25 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with a Binding Priority Right up to Aggregate Nominal Amount of EUR 141,526,577 | Management | For | For |
| 26 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements up to 10 Percent of Issued Capital | Management | For | For |
| 27 | Authorize Capital Increase of Up to EUR 141,526,577 for Future Exchange Offers | Management | For | For |
| 28 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 29 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 24-26 | Management | For | For |
| 30 | Authorize Issuance of Warrants (Bons 2023 Contingents) without Preemptive Rights Reserved for a Category of Persons up to Aggregate Nominal Amount of EUR 300 Million Re: Contingent Capital | Management | For | For |
| 31 | Authorize Issuance of Warrants (AOF 2023) without Preemptive Rights Reserved for a Category of Persons up to Aggregate Nominal Amount of EUR 300 Million Re: Ancillary Own-Fund | Management | For | For |
| 32 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 33 | Authorize up to 1.5 Million Shares for Use in Stock Option Plans | Management | For | For |
| 34 | Authorize Issuance of up to 3 Million Shares for Use in Restricted Stock Plans | Management | For | For |
| 35 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 36 | Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 24-31, 33 and 35 at EUR 743,079,278 | Management | For | For |
| 37 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SHELL PLC
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: SHEL
SECURITY ID: GB00BP6MXD84
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Elect Wael Sawan as Director | Management | For | For |
| 5 | Elect Cyrus Taraporevala as Director | Management | For | For |
| 6 | Elect Sir Charles Roxburgh as Director | Management | For | For |
| 7 | Elect Leena Srivastava as Director | Management | For | For |
| 8 | Re-elect Sinead Gorman as Director | Management | For | For |
| 9 | Re-elect Dick Boer as Director | Management | For | For |
| 10 | Re-elect Neil Carson as Director | Management | For | For |
| 11 | Re-elect Ann Godbehere as Director | Management | For | For |
| 12 | Re-elect Jane Lute as Director | Management | For | For |
| 13 | Re-elect Catherine Hughes as Director | Management | For | For |
| 14 | Re-elect Sir Andrew Mackenzie as Director | Management | For | For |
| 15 | Re-elect Abraham Schot as Director | Management | For | For |
| 16 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise Off-Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 23 | Adopt New Articles of Association | Management | For | For |
| 24 | Approve Share Plan | Management | For | For |
| 25 | Approve the Shell Energy Transition Progress | Management | For | For |
| 26 | Request Shell to Align its Existing 2030 Reduction Target Covering the Greenhouse Gas (GHG) Emissions of the Use of its Energy Products (Scope 3) with the Goal of the Paris Climate Agreement | Shareholder | Against | Against |
| SINGAPORE TELECOMMUNICATIONS LIMITED
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: Z74
SECURITY ID: Y79985209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Christina Hon Kwee Fong (Christina Ong) as Director | Management | For | For |
| 4 | Elect Bradley Joseph Horowitz as Director | Management | For | For |
| 5 | Elect Gail Patricia Kelly as Director | Management | For | For |
| 6 | Elect John Lindsay Arthur as Director | Management | For | For |
| 7 | Elect Yong Hsin Yue as Director | Management | For | For |
| 8 | Approve Directors' Fees | Management | For | For |
| 9 | Approve Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 10 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 11 | Approve Grant of Awards and Issuance of Shares Pursuant to the SingTel Performance Share Plan 2012 | Management | For | Against |
| 12 | Authorize Share Repurchase Program | Management | For | For |
| SOCIETE GENERALE SA
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: GLE
SECURITY ID: F8591M517
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Treatment of Losses and Dividends of EUR 1.70 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 6 | Approve Remuneration Policy of CEO and Vice-CEOs | Management | For | For |
| 7 | Approve Remuneration Policy of Directors | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Lorenzo Bini Smaghi, Chairman of the Board | Management | For | For |
| 10 | Approve Compensation of Frederic Oudea, CEO | Management | For | For |
| 11 | Approve Compensation of Philippe Aymerich, Vice-CEO | Management | For | For |
| 12 | Approve Compensation of Diony Lebot, Vice-CEO | Management | For | For |
| 13 | Approve the Aggregate Remuneration Granted in 2022 to Certain Senior Management, Responsible Officers, and Risk-Takers (Advisory) | Management | For | For |
| 14 | Elect Slawomir Krupa as Director | Management | For | For |
| 15 | Elect Beatrice Cossa-Dumurgier as Director Following Resignation of Juan Maria Nin Genova | Management | For | For |
| 16 | Elect Ulrika Ekman as Director | Management | For | For |
| 17 | Elect Benoit de Ruffray as Director | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 20 | Amend Article 7 of Bylaws Re: Representative of Employee Shareholders Length of Term | Management | For | For |
| 21 | Amend Article 9 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 22 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SONIC HEALTHCARE LIMITED
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: SHL
SECURITY ID: Q8563C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Christine Bennett as Director | Management | For | For |
| 2 | Elect Katharine Giles as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of Options and Performance Rights to Colin Goldschmidt | Management | For | For |
| 5 | Approve Grant of Options and Performance Rights to Chris Wilks | Management | For | For |
| SONY GROUP CORP.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 6758
SECURITY ID: J76379106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshida, Kenichiro | Management | For | For |
| 1.2 | Elect Director Totoki, Hiroki | Management | For | For |
| 1.3 | Elect Director Hatanaka, Yoshihiko | Management | For | For |
| 1.4 | Elect Director Oka, Toshiko | Management | For | For |
| 1.5 | Elect Director Akiyama, Sakie | Management | For | For |
| 1.6 | Elect Director Wendy Becker | Management | For | For |
| 1.7 | Elect Director Kishigami, Keiko | Management | For | For |
| 1.8 | Elect Director Joseph A. Kraft Jr | Management | For | For |
| 1.9 | Elect Director Neil Hunt | Management | For | For |
| 1.10 | Elect Director William Morrow | Management | For | For |
| 2 | Approve Stock Option Plan | Management | For | For |
| STANDARD CHARTERED PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: STAN
SECURITY ID: GB0004082847
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Elect Jackie Hunt as Director | Management | For | For |
| 5 | Elect Linda Yueh as Director | Management | For | For |
| 6 | Re-elect Shirish Apte as Director | Management | For | For |
| 7 | Re-elect David Conner as Director | Management | For | For |
| 8 | Re-elect Andy Halford as Director | Management | For | For |
| 9 | Re-elect Gay Huey Evans as Director | Management | For | For |
| 10 | Re-elect Robin Lawther as Director | Management | For | For |
| 11 | Re-elect Maria Ramos as Director | Management | For | For |
| 12 | Re-elect Phil Rivett as Director | Management | For | For |
| 13 | Re-elect David Tang as Director | Management | For | For |
| 14 | Re-elect Carlson Tong as Director | Management | For | For |
| 15 | Re-elect Jose Vinals as Director | Management | For | For |
| 16 | Re-elect Bill Winters as Director | Management | For | For |
| 17 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 18 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Board to Offer Scrip Dividend | Management | For | For |
| 21 | Approve Sharesave Plan | Management | For | For |
| 22 | Authorise Issue of Equity | Management | For | For |
| 23 | Extend the Authority to Allot Shares by Such Number of Shares Repurchased by the Company under the Authority Granted Pursuant to Resolution 28 | Management | For | For |
| 24 | Authorise Issue of Equity in Relation to Equity Convertible Additional Tier 1 Securities | Management | For | For |
| 25 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 26 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 27 | Authorise Issue of Equity without Pre-emptive Rights in Relation to Equity Convertible Additional Tier 1 Securities | Management | For | For |
| 28 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 29 | Authorise Market Purchase of Preference Shares | Management | For | For |
| 30 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 31 | Adopt New Articles of Association | Management | For | For |
| STELLANTIS NV
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: STLAM
SECURITY ID: N82405106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Board of Directors (Non-Voting) | Management | None | None |
| 2.b | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.c | Approve Remuneration Report Excluding Pre-Merger Legacy Matters | Management | For | For |
| 2.d | Approve Remuneration Report on the Pre-Merger Legacy Matters | Management | For | Against |
| 2.e | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.f | Approve Dividends of EUR 1.34 Per Share | Management | For | For |
| 2g | Approve Discharge of Directors | Management | For | For |
| 3 | Elect Benoit Ribadeau-Dumas as Non-Executive Director | Management | For | Against |
| 4.a | Ratify Ernst & Young Accountants LLP as Auditors for the Financial Year 2023 | Management | For | For |
| 4.b | Ratify Deloitte Accountants B.V. as Auditors for the Financial Year 2024 | Management | For | For |
| 5 | Amend Remuneration Policy | Management | For | For |
| 6.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 6.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Cancellation of Common Shares | Management | For | For |
| 9 | Close Meeting | Management | None | None |
| SUMITOMO FORESTRY CO., LTD.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 1911
SECURITY ID: J77454122
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 65 | Management | For | For |
| 2 | Amend Articles to Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Ichikawa, Akira | Management | For | For |
| 3.2 | Elect Director Mitsuyoshi, Toshiro | Management | For | For |
| 3.3 | Elect Director Sato, Tatsuru | Management | For | For |
| 3.4 | Elect Director Kawata, Tatsumi | Management | For | For |
| 3.5 | Elect Director Kawamura, Atsushi | Management | For | For |
| 3.6 | Elect Director Takahashi, Ikuro | Management | For | For |
| 3.7 | Elect Director Yamashita, Izumi | Management | For | For |
| 3.8 | Elect Director Kurihara, Mitsue | Management | For | For |
| 3.9 | Elect Director Toyoda, Yuko | Management | For | For |
| 4 | Appoint Statutory Auditor Kakumoto, Toshio | Management | For | For |
| SUN HUNG KAI PROPERTIES LIMITED
MEETING DATE: NOV 03, 2022 |
||||
|
TICKER: 16
SECURITY ID: Y82594121
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1a | Elect Lau Tak-yeung, Albert as Director | Management | For | For |
| 3.1b | Elect Fung Sau-yim, Maureen as Director | Management | For | For |
| 3.1c | Elect Chan Hong-ki, Robert as Director | Management | For | For |
| 3.1d | Elect Kwok Ping-luen, Raymond as Director | Management | For | For |
| 3.1e | Elect Yip Dicky Peter as Director | Management | For | For |
| 3.1f | Elect Wong Yue-chim, Richard as Director | Management | For | For |
| 3.1g | Elect Fung Kwok-lun, William as Director | Management | For | For |
| 3.1h | Elect Leung Nai-pang, Norman as Director | Management | For | For |
| 3.1i | Elect Fan Hung-ling, Henry as Director | Management | For | For |
| 3.1j | Elect Kwan Cheuk-yin, William as Director | Management | For | For |
| 3.1k | Elect Kwok Kai-wang, Christopher as Director | Management | For | For |
| 3.1l | Elect Tung Chi-ho, Eric as Director | Management | For | For |
| 3.2 | Approve Directors' Fees | Management | For | For |
| 4 | Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| SUN LIFE FINANCIAL INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: SLF
SECURITY ID: 866796105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deepak Chopra | Management | For | For |
| 1.2 | Elect Director Stephanie L. Coyles | Management | For | For |
| 1.3 | Elect Director Ashok K. Gupta | Management | For | For |
| 1.4 | Elect Director M. Marianne Harris | Management | For | For |
| 1.5 | Elect Director David H. Y. Ho | Management | For | For |
| 1.6 | Elect Director Laurie G. Hylton | Management | For | For |
| 1.7 | Elect Director Helen M. Mallovy Hicks | Management | For | For |
| 1.8 | Elect Director Marie-Lucie Morin | Management | For | For |
| 1.9 | Elect Director Joseph M. Natale | Management | For | For |
| 1.10 | Elect Director Scott F. Powers | Management | For | For |
| 1.11 | Elect Director Kevin D. Strain | Management | For | For |
| 1.12 | Elect Director Barbara G. Stymiest | Management | For | For |
| 2 | Ratify Deloitte LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| A | SP 1: Produce a Report Documenting the Health Impacts and Potential Insurance Implications of its Investments in Fossil Fuels on its Current and Future Client Base | Shareholder | Against | Against |
| SUNCOR ENERGY INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: SU
SECURITY ID: 867224107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ian R. Ashby | Management | For | For |
| 1.2 | Elect Director Patricia M. Bedient | Management | For | For |
| 1.3 | Elect Director Russell K. Girling | Management | For | For |
| 1.4 | Elect Director Jean Paul (JP) Gladu | Management | For | For |
| 1.5 | Elect Director Dennis M. Houston | Management | For | For |
| 1.6 | Elect Director Richard M. Kruger | Management | For | For |
| 1.7 | Elect Director Brian P. MacDonald | Management | For | For |
| 1.8 | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1.9 | Elect Director Daniel Romasko | Management | For | For |
| 1.10 | Elect Director Christopher R. Seasons | Management | For | For |
| 1.11 | Elect Director M. Jacqueline Sheppard | Management | For | For |
| 1.12 | Elect Director Eira M. Thomas | Management | For | For |
| 1.13 | Elect Director Michael M. Wilson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Report on Alignment of Capital Expenditure Plans with 2030 Emissions Reductions Target and 2050 Net Zero Pledge | Shareholder | Against | Against |
| TAKEDA PHARMACEUTICAL CO., LTD.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 4502
SECURITY ID: J8129E108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 90 | Management | For | For |
| 2.1 | Elect Director Christophe Weber | Management | For | For |
| 2.2 | Elect Director Andrew Plump | Management | For | For |
| 2.3 | Elect Director Constantine Saroukos | Management | For | For |
| 2.4 | Elect Director Iijima, Masami | Management | For | For |
| 2.5 | Elect Director Olivier Bohuon | Management | For | For |
| 2.6 | Elect Director Jean-Luc Butel | Management | For | For |
| 2.7 | Elect Director Ian Clark | Management | For | For |
| 2.8 | Elect Director Steven Gillis | Management | For | For |
| 2.9 | Elect Director John Maraganore | Management | For | For |
| 2.10 | Elect Director Michel Orsinger | Management | For | For |
| 2.11 | Elect Director Tsusaka, Miki | Management | For | For |
| 3 | Approve Annual Bonus | Management | For | For |
| TECK RESOURCES LIMITED
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: TECK.B
SECURITY ID: 878742204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arnoud J. Balhuizen | Management | For | For |
| 1.2 | Elect Director Harry "Red" M. Conger, IV | Management | For | For |
| 1.3 | Elect Director Edward C. Dowling, Jr. | Management | For | For |
| 1.4 | Elect Director Norman B. Keevil, III | Management | For | For |
| 1.5 | Elect Director Tracey L. McVicar | Management | For | For |
| 1.6 | Elect Director Sheila A. Murray | Management | For | For |
| 1.7 | Elect Director Una M. Power | Management | For | For |
| 1.8 | Elect Director Jonathan H. Price | Management | For | For |
| 1.9 | Elect Director Yoshihiro Sagawa | Management | For | For |
| 1.10 | Elect Director Paul G. Schiodtz | Management | For | For |
| 1.11 | Elect Director Timothy R. Snider | Management | For | For |
| 1.12 | Elect Director Sarah A. Strunk | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Approve Spin-Off Agreement with Elk Valley Resources Ltd. | Management | For | Against |
| 4 | Approve EVR Stock Option Plan | Management | For | Against |
| 5 | Approve EVR Shareholder Rights Plan | Management | For | Against |
| 6 | Approve Dual Class Amendment | Management | For | For |
| 7 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| TELEFONAKTIEBOLAGET LM ERICSSON
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: ERIC.B
SECURITY ID: W26049119
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 3 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 4 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Receive President's Report | Management | None | None |
| 8.1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8.2 | Approve Remuneration Report | Management | For | Did Not Vote |
| 8.3.a | Approve Discharge of Board Chairman Ronnie Leten | Management | For | Did Not Vote |
| 8.3.b | Approve Discharge of Board Member Helena Stjernholm | Management | For | Did Not Vote |
| 8.3.c | Approve Discharge of Board Member Jacob Wallenberg | Management | For | Did Not Vote |
| 8.3.d | Approve Discharge of Board Member Jon Fredrik Baksaas | Management | For | Did Not Vote |
| 8.3.e | Approve Discharge of Board Member Jan Carlson | Management | For | Did Not Vote |
| 8.3.f | Approve Discharge of Board Member Nora Denzel | Management | For | Did Not Vote |
| 8.3.g | Approve Discharge of Board Member Carolina Dybeck Happe | Management | For | Did Not Vote |
| 8.3.h | Approve Discharge of Board Member Borje Ekholm | Management | For | Did Not Vote |
| 8.3.i | Approve Discharge of Board Member Eric A. Elzvik | Management | For | Did Not Vote |
| 8.3.j | Approve Discharge of Board Member Kurt Jofs | Management | For | Did Not Vote |
| 8.3.k | Approve Discharge of Board Member Kristin S. Rinne | Management | For | Did Not Vote |
| 8.3.l | Approve Discharge of Employee Representative Torbjorn Nyman | Management | For | Did Not Vote |
| 8.3.m | Approve Discharge of Employee Representative Anders Ripa | Management | For | Did Not Vote |
| 8.3.n | Approve Discharge of Employee Representative Kjell-Ake Soting | Management | For | Did Not Vote |
| 8.3.o | Approve Discharge of Deputy Employee Representative Ulf Rosberg | Management | For | Did Not Vote |
| 8.3.p | Approve Discharge of Deputy Employee Representative Loredana Roslund | Management | For | Did Not Vote |
| 8.3.q | Approve Discharge of Deputy Employee Representative Annika Salomonsson | Management | For | Did Not Vote |
| 8.3.r | Approve Discharge of President Borje Ekholm | Management | For | Did Not Vote |
| 8.4 | Approve Allocation of Income and Dividends of SEK 2.70 Per Share | Management | For | Did Not Vote |
| 9 | Determine Number Directors (10) and Deputy Directors (0) of Board | Management | For | Did Not Vote |
| 10 | Approve Remuneration of Directors SEK 4.5 Million for Chairman and SEK 1.1 Million for Other Directors, Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 11.1 | Reelect Jon Fredrik Baksaas as Director | Management | For | Did Not Vote |
| 11.2 | Reelect Jan Carlson as Director | Management | For | Did Not Vote |
| 11.3 | Reelect Carolina Dybeck Happe as Director | Management | For | Did Not Vote |
| 11.4 | Reelect Borje Ekholm as Director | Management | For | Did Not Vote |
| 11.5 | Reelect Eric A. Elzvik as Director | Management | For | Did Not Vote |
| 11.6 | Reelect Kristin S. Rinne as Director | Management | For | Did Not Vote |
| 11.7 | Reelect Helena Stjernholm as Director | Management | For | Did Not Vote |
| 11.8 | Relect Jacob Wallenberg as Director | Management | For | Did Not Vote |
| 11.9 | Elect Jonas Synnergren as New Director | Management | For | Did Not Vote |
| 11.10 | Elect Christy Wyatt as New Director | Management | For | Did Not Vote |
| 12 | Elect Jan Carlson as Board Chairman | Management | For | Did Not Vote |
| 13 | Determine Number of Auditors (1) | Management | For | Did Not Vote |
| 14 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 15 | Ratify Deloitte AB as Auditors | Management | For | Did Not Vote |
| 16.1 | Approve Long-Term Variable Compensation Program I 2023 (LTV I 2023) | Management | For | Did Not Vote |
| 16.2 | Approve Equity Plan Financing LTV I 2023 | Management | For | Did Not Vote |
| 16.3 | Approve Alternative Equity Plan Financing of LTV I 2023, if Item 16.2 is Not Approved | Management | For | Did Not Vote |
| 17.1 | Approve Long-Term Variable Compensation Program II 2023 (LTV II 2023) | Management | For | Did Not Vote |
| 17.2 | Approve Equity Plan Financing of LTV II 2023 | Management | For | Did Not Vote |
| 17.3 | Approve Alternative Equity Plan Financing of LTV II 2023, if Item 17.2 is Not Approved | Management | For | Did Not Vote |
| 18 | Approve Equity Plan Financing of LTV 2022 | Management | For | Did Not Vote |
| 19 | Approve Equity Plan Financing of LTV 2021 | Management | For | Did Not Vote |
| 20.1 | Approve Equity Plan Financing of LTV 2019 and 2020 | Management | For | Did Not Vote |
| 20.2 | Approve Equity Plan Financing of LTV 2019 and 2020 | Management | For | Did Not Vote |
| 21 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 22 | Close Meeting | Management | None | None |
| THE KANSAI ELECTRIC POWER CO., INC.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 9503
SECURITY ID: J30169106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 25 | Management | For | For |
| 2.1 | Elect Director Sakakibara, Sadayuki | Management | For | For |
| 2.2 | Elect Director Okihara, Takamune | Management | For | Against |
| 2.3 | Elect Director Kaga, Atsuko | Management | For | For |
| 2.4 | Elect Director Tomono, Hiroshi | Management | For | For |
| 2.5 | Elect Director Takamatsu, Kazuko | Management | For | For |
| 2.6 | Elect Director Naito, Fumio | Management | For | For |
| 2.7 | Elect Director Manabe, Seiji | Management | For | Against |
| 2.8 | Elect Director Tanaka, Motoko | Management | For | For |
| 2.9 | Elect Director Mori, Nozomu | Management | For | Against |
| 2.10 | Elect Director Inada, Koji | Management | For | For |
| 2.11 | Elect Director Araki, Makoto | Management | For | For |
| 2.12 | Elect Director Shimamoto, Yasuji | Management | For | For |
| 2.13 | Elect Director Nishizawa, Nobuhiro | Management | For | For |
| 3 | Amend Articles to Add Provision that Utility will Operate to Promote Nuclear Phase-Out, Decarbonization and Renewal Energy | Shareholder | Against | Against |
| 4 | Amend Articles to Keep Shareholder Meeting Minutes and Disclose Them to Public | Shareholder | Against | Against |
| 5 | Amend Articles to Add Provisions Concerning Management Based on CSR (Information Disclosure and Dialogue) | Shareholder | Against | Against |
| 6 | Amend Articles to Add Provisions Concerning Management Based on CSR (Facility Safety Enhancement) | Shareholder | Against | Against |
| 7 | Amend Articles to Add Provisions Concerning Management Based on CSR (Withdrawal from Coal-Fired Power Generation Business) | Shareholder | Against | Against |
| 8 | Amend Articles to Add Provisions Concerning Management Based on CSR (Gender Diversity) | Shareholder | Against | Against |
| 9 | Remove Incumbent Director Mori, Nozomu | Shareholder | Against | For |
| 10 | Remove Incumbent Director Sasaki, Shigeo | Shareholder | Against | Against |
| 11 | Amend Articles to Require Individual Compensation Disclosure for Directors, Executive Officers, and Advisors | Shareholder | Against | Against |
| 12 | Amend Articles to Establish Industry Organization to Cope with Changing Management Environment | Shareholder | Against | Against |
| 13 | Amend Articles to Launch Study Group on Evacuation Plan in the Event of Nuclear Accident | Shareholder | Against | Against |
| 14 | Amend Articles to Ban Reprocessing of Spent Nuclear Fuels | Shareholder | Against | Against |
| 15 | Amend Articles to Stop Nuclear Power Generation | Shareholder | Against | Against |
| 16 | Amend Articles to Dispose of Shares in Kansai Transmission and Distribution, Inc | Shareholder | Against | Against |
| 17 | Amend Articles to Promote Maximum Disclosure to Gain Trust from Society | Shareholder | Against | Against |
| 18 | Amend Articles to Encourage Dispersed Renewable Energy | Shareholder | Against | Against |
| 19 | Amend Articles to Develop Alternative Energy Sources in place of Nuclear Power to Stabilize Electricity Rate | Shareholder | Against | Against |
| 20 | Amend Articles to Realize Zero Carbon Emissions by 2050 | Shareholder | Against | Against |
| 21 | Amend Articles to Require Individual Compensation Disclosure for Directors and Executive Officers, Including Those Who Retire During Tenure, as well as Individual Disclosure Concerning Advisory Contracts with Retired Directors and Executive Officers | Shareholder | Against | Against |
| 22 | Amend Articles to Demolish All Nuclear Power Plants | Shareholder | Against | Against |
| 23 | Amend Articles to Establish Work Environment where Employees Think About Safety of Nuclear Power Generation | Shareholder | Against | Against |
| 24 | Amend Articles to Ban Hiring or Service on the Board or at the Company by Former Government Officials | Shareholder | Against | Against |
| 25 | Amend Articles to Reduce Maximum Board Size and Require Majority Outsider Board | Shareholder | Against | Against |
| 26 | Amend Articles to Establish Electricity Supply System Based on Renewable Energies | Shareholder | Against | Against |
| 27 | Amend Articles to Ban Conclusion of Agreements to Purchase Coal Power Generated Electricity | Shareholder | Against | Against |
| 28 | Amend Articles to Disclose Transition Plan through 2050 Aligned with Goals of Paris Agreement | Shareholder | Against | Against |
| THE TORONTO-DOMINION BANK
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: TD
SECURITY ID: 891160509
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cherie L. Brant | Management | For | For |
| 1.2 | Elect Director Amy W. Brinkley | Management | For | For |
| 1.3 | Elect Director Brian C. Ferguson | Management | For | For |
| 1.4 | Elect Director Colleen A. Goggins | Management | For | For |
| 1.5 | Elect Director David E. Kepler | Management | For | For |
| 1.6 | Elect Director Brian M. Levitt | Management | For | For |
| 1.7 | Elect Director Alan N. MacGibbon | Management | For | For |
| 1.8 | Elect Director Karen E. Maidment | Management | For | For |
| 1.9 | Elect Director Bharat B. Masrani | Management | For | For |
| 1.10 | Elect Director Claude Mongeau | Management | For | For |
| 1.11 | Elect Director S. Jane Rowe | Management | For | For |
| 1.12 | Elect Director Nancy G. Tower | Management | For | For |
| 1.13 | Elect Director Ajay K. Virmani | Management | For | For |
| 1.14 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Disclose Assessment on Human Rights Risk in Connection with Clients Owning Canadian Multi-Family Rental REITs in Canada | Shareholder | Against | Against |
| 5 | SP 2: Amend the Bank's Policy Guidelines for Sensitive Sectors and Activities | Shareholder | Against | Against |
| 6 | SP 3: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| 7 | SP 4: Invest in and Finance the Canadian Oil and Gas Sector | Shareholder | Against | Against |
| 8 | SP 5: Disclose the CEO Compensation to Median Worker Pay Ratio on an Annual Basis | Shareholder | Against | Against |
| 9 | SP 6: Disclose Transition Plan Towards 2030 Emission Reduction Goals | Shareholder | Against | Against |
| TOTALENERGIES SE
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: TTE
SECURITY ID: F92124100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.81 per Share | Management | For | For |
| 4 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Marie-Christine Coisne-Roquette as Director | Management | For | For |
| 7 | Reelect Mark Cutifani as Director | Management | For | For |
| 8 | Elect Dierk Paskert as Director | Management | For | For |
| 9 | Elect Anelise Lara as Director | Management | For | For |
| 10 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 11 | Approve Remuneration Policy of Directors; Approve Remuneration of Directors in the Aggregate Amount of EUR 1.95 Million | Management | For | For |
| 12 | Approve Compensation of Patrick Pouyanne, Chairman and CEO | Management | For | For |
| 13 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 14 | Approve the Company's Sustainable Development and Energy Transition Plan | Management | For | For |
| 15 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 16 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 17 | Remove Double-Voting Rights for Long-Term Registered Shareholders and Amend Article 18 of Bylaws Accordingly | Management | For | For |
| A | Align Targets for Indirect Scope 3 Emissions with the Paris Climate Agreement (Advisory) | Shareholder | Against | Against |
| TOURMALINE OIL CORP.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: TOU
SECURITY ID: 89156V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Rose | Management | For | For |
| 1b | Elect Director Brian G. Robinson | Management | For | For |
| 1c | Elect Director Jill T. Angevine | Management | For | For |
| 1d | Elect Director William D. Armstrong | Management | For | For |
| 1e | Elect Director Lee A. Baker | Management | For | For |
| 1f | Elect Director John W. Elick | Management | For | For |
| 1g | Elect Director Andrew B. MacDonald | Management | For | For |
| 1h | Elect Director Lucy M. Miller | Management | For | For |
| 1i | Elect Director Janet L. Weiss | Management | For | For |
| 1j | Elect Director Ronald C. Wigham | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Re-approve Stock Option Plan | Management | For | For |
| UBS GROUP AG
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: UBSG
SECURITY ID: H42097107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Remuneration Report | Management | For | Did Not Vote |
| 3 | Approve Sustainability Report | Management | For | Did Not Vote |
| 4 | Approve Allocation of Income and Dividends of USD 0.55 per Share | Management | For | Did Not Vote |
| 5.1 | Amend Articles Re: General Meeting | Management | For | Did Not Vote |
| 5.2 | Approve Virtual-Only Shareholder Meetings | Management | For | Did Not Vote |
| 5.3 | Amend Articles Re: Compensation; External Mandates for Members of the Board of Directors and Executive Committee; Editorial Changes | Management | For | Did Not Vote |
| 5.4 | Amend Articles Re: Shares and Share Register | Management | For | Did Not Vote |
| 6 | Approve Discharge of Board and Senior Management, excluding French Cross-Border Matter | Management | For | Did Not Vote |
| 7.1 | Reelect Colm Kelleher as Director and Board Chair | Management | For | Did Not Vote |
| 7.2 | Reelect Lukas Gaehwiler as Director | Management | For | Did Not Vote |
| 7.3 | Reelect Jeremy Anderson as Director | Management | For | Did Not Vote |
| 7.4 | Reelect Claudia Boeckstiegel as Director | Management | For | Did Not Vote |
| 7.5 | Reelect William Dudley as Director | Management | For | Did Not Vote |
| 7.6 | Reelect Patrick Firmenich as Director | Management | For | Did Not Vote |
| 7.7 | Reelect Fred Hu as Director | Management | For | Did Not Vote |
| 7.8 | Reelect Mark Hughes as Director | Management | For | Did Not Vote |
| 7.9 | Reelect Nathalie Rachou as Director | Management | For | Did Not Vote |
| 7.10 | Reelect Julie Richardson as Director | Management | For | Did Not Vote |
| 7.11 | Reelect Dieter Wemmer as Director | Management | For | Did Not Vote |
| 7.12 | Reelect Jeanette Wong as Director | Management | For | Did Not Vote |
| 8.1 | Reappoint Julie Richardson as Chairperson of the Compensation Committee | Management | For | Did Not Vote |
| 8.2 | Reappoint Dieter Wemmer as Member of the Compensation Committee | Management | For | Did Not Vote |
| 8.3 | Reappoint Jeanette Wong as Member of the Compensation Committee | Management | For | Did Not Vote |
| 9.1 | Approve Remuneration of Directors in the Amount of CHF 13 Million | Management | For | Did Not Vote |
| 9.2 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 81.1 Million | Management | For | Did Not Vote |
| 9.3 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 33 Million | Management | For | Did Not Vote |
| 10.1 | Designate ADB Altorfer Duss & Beilstein AG as Independent Proxy | Management | For | Did Not Vote |
| 10.2 | Ratify Ernst & Young AG as Auditors | Management | For | Did Not Vote |
| 11 | Approve CHF 6.3 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 12 | Authorize Repurchase of up to USD 6 Billion in Issued Share Capital | Management | For | Did Not Vote |
| 13.1 | Approve CHF 25.9 Million Reduction in Share Capital via Reduction of Nominal Value and Allocation to Capital Contribution Reserves | Management | For | Did Not Vote |
| 13.2 | Approve Conversion of Currency of the Share Capital from CHF to USD | Management | For | Did Not Vote |
| 14 | Transact Other Business (Voting) | Management | None | Did Not Vote |
| UNICREDIT SPA
MEETING DATE: SEP 14, 2022 |
||||
|
TICKER: UCG
SECURITY ID: T9T23L642
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Share Repurchase Program | Management | For | For |
| 1 | Authorize Cancellation of Treasury Shares without Reduction of Share Capital; Amend Article 5 | Management | For | For |
| UNILEVER PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ULVR
SECURITY ID: GB00B10RZP78
|
||||
| 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 | Against |
| 3 | Re-elect Nils Andersen as Director | Management | For | For |
| 4 | Re-elect Judith Hartmann as Director | Management | For | For |
| 5 | Re-elect Adrian Hennah as Director | Management | For | For |
| 6 | Re-elect Alan Jope as Director | Management | For | For |
| 7 | Re-elect Andrea Jung as Director | Management | For | For |
| 8 | Re-elect Susan Kilsby as Director | Management | For | For |
| 9 | Re-elect Ruby Lu as Director | Management | For | For |
| 10 | Re-elect Strive Masiyiwa as Director | Management | For | For |
| 11 | Re-elect Youngme Moon as Director | Management | For | For |
| 12 | Re-elect Graeme Pitkethly as Director | Management | For | For |
| 13 | Re-elect Feike Sijbesma as Director | Management | For | For |
| 14 | Elect Nelson Peltz as Director | Management | For | For |
| 15 | Elect Hein Schumacher as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| VODAFONE GROUP PLC
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: VOD
SECURITY ID: G93882192
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Re-elect Jean-Francois van Boxmeer as Director | Management | For | For |
| 3 | Re-elect Nick Read as Director | Management | For | For |
| 4 | Re-elect Margherita Della Valle as Director | Management | For | For |
| 5 | Elect Stephen Carter as Director | Management | For | For |
| 6 | Re-elect Sir Crispin Davis as Director | Management | For | For |
| 7 | Re-elect Michel Demare as Director | Management | For | For |
| 8 | Elect Delphine Ernotte Cunci as Director | Management | For | For |
| 9 | Re-elect Dame Clara Furse as Director | Management | For | For |
| 10 | Re-elect Valerie Gooding as Director | Management | For | For |
| 11 | Elect Deborah Kerr as Director | Management | For | For |
| 12 | Re-elect Maria Amparo Moraleda Martinez as Director | Management | For | For |
| 13 | Re-elect David Nish as Director | Management | For | For |
| 14 | Elect Simon Segars as Director | Management | For | For |
| 15 | Approve Final Dividend | Management | For | For |
| 16 | Approve Remuneration Report | Management | For | For |
| 17 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 18 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| VOLVO AB
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: VOLV.B
SECURITY ID: 928856301
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | None | None |
| 4 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 7 | Receive President's Report | Management | None | None |
| 8 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 9 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 10 | Approve Allocation of Income and Dividends of SEK 7.00 Per Share and an Extra Dividend of SEK 7.00 Per Share | Management | For | Did Not Vote |
| 11.1 | Approve Discharge of Matti Alahuhta | Management | For | Did Not Vote |
| 11.2 | Approve Discharge of Jan Carlson | Management | For | Did Not Vote |
| 11.3 | Approve Discharge of Eckhard Cordes | Management | For | Did Not Vote |
| 11.4 | Approve Discharge of Eric Elzvik | Management | For | Did Not Vote |
| 11.5 | Approve Discharge of Martha Finn Brooks | Management | For | Did Not Vote |
| 11.6 | Approve Discharge of Kurt Jofs | Management | For | Did Not Vote |
| 11.7 | Approve Discharge of Martin Lundstedt (Board Member) | Management | For | Did Not Vote |
| 11.8 | Approve Discharge of Kathryn V. Marinello | Management | For | Did Not Vote |
| 11.9 | Approve Discharge of Martina Merz | Management | For | Did Not Vote |
| 11.10 | Approve Discharge of Hanne de Mora | Management | For | Did Not Vote |
| 11.11 | Approve Discharge of Helena Stjernholm | Management | For | Did Not Vote |
| 11.12 | Approve Discharge of Carl-Henric Svanberg | Management | For | Did Not Vote |
| 11.13 | Approve Discharge of Lars Ask (Employee Representative) | Management | For | Did Not Vote |
| 11.14 | Approve Discharge of Mats Henning (Employee Representative) | Management | For | Did Not Vote |
| 11.15 | Approve Discharge of Mikael Sallstrom (Employee Representative) | Management | For | Did Not Vote |
| 11.16 | Approve Discharge of Camilla Johansson (Deputy Employee Representative) | Management | For | Did Not Vote |
| 11.17 | Approve Discharge of Mari Larsson (Deputy Employee Representative) | Management | For | Did Not Vote |
| 11.18 | Approve Discharge of Martin Lundstedt (as CEO) | Management | For | Did Not Vote |
| 12.1 | Determine Number of Members (11) of Board | Management | For | Did Not Vote |
| 12.2 | Determine Number Deputy Members (0) of Board | Management | For | Did Not Vote |
| 13 | Approve Remuneration of Directors in the Amount of SEK 3.9 Million for Chairman and SEK 1.18 Million for Other Directors except CEO; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 14.1 | Reelect Matti Alahuhta as Director | Management | For | Did Not Vote |
| 14.2 | Elect Bo Annvik as New Director | Management | For | Did Not Vote |
| 14.3 | Reelect Jan Carlson as Director | Management | For | Did Not Vote |
| 14.4 | Reelect Eric Elzvik as Director | Management | For | Did Not Vote |
| 14.5 | Reelect Martha Finn Brooks as Director | Management | For | Did Not Vote |
| 14.6 | Reelect Kurt Jofs as Director | Management | For | Did Not Vote |
| 14.7 | Reelect Martin Lundstedt as Director | Management | For | Did Not Vote |
| 14.8 | Reelect Kathryn V. Marinello as Director | Management | For | Did Not Vote |
| 14.9 | Reelect Martina Merz as Director | Management | For | Did Not Vote |
| 14.10 | Reelect Helena Stjernholm as Director | Management | For | Did Not Vote |
| 14.11 | Reelect Carl-Henric Svanberg as Director | Management | For | Did Not Vote |
| 15 | Reelect Carl-Henric Svanberg as Board Chair | Management | For | Did Not Vote |
| 16 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 17 | Ratify Deloitte AB as Auditors | Management | For | Did Not Vote |
| 18.1 | Elect Par Boman to Serve on Nominating Committee | Management | For | Did Not Vote |
| 18.2 | Elect Anders Oscarsson to Serve on Nominating Committee | Management | For | Did Not Vote |
| 18.3 | Elect Magnus Billing to Serve on Nominating Committee | Management | For | Did Not Vote |
| 18.4 | Elect Anders Algotsson to Serve on Nominating Committee | Management | For | Did Not Vote |
| 18.5 | Elect Chairman of the Board to Serve on Nomination Committee | Management | For | Did Not Vote |
| 19 | Approve Remuneration Report | Management | For | Did Not Vote |
| 20.1 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 20.2 | Approve Long-Term Performance Based Incentive Program | Management | For | Did Not Vote |
| VONOVIA SE
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VNA
SECURITY ID: D9581T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.85 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for Fiscal Year 2023 and for the First Quarter of Fiscal Year 2024 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Decrease in Size of Supervisory Board to Ten Members | Management | For | For |
| 8 | Amend Articles Re: Supervisory Board Term of Office | Management | For | For |
| 9.1 | Elect Clara-Christina Streit to the Supervisory Board | Management | For | For |
| 9.2 | Elect Vitus Eckert to the Supervisory Board | Management | For | For |
| 9.3 | Elect Florian Funck to the Supervisory Board | Management | For | For |
| 9.4 | Elect Ariane Reinhart to the Supervisory Board | Management | For | For |
| 9.5 | Elect Daniela Markotten to the Supervisory Board | Management | For | For |
| 9.6 | Elect Ute Geipel-Faber to the Supervisory Board | Management | For | For |
| 9.7 | Elect Hildegard Mueller to the Supervisory Board | Management | For | For |
| 9.8 | Elect Christian Ulbrich to the Supervisory Board | Management | For | Against |
| 10 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 11 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY LOW VOLATILITY FACTOR ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 3M COMPANY
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: MMM
SECURITY ID: 88579Y101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1b | Elect Director Anne H. Chow | Management | For | For |
| 1c | Elect Director David B. Dillon | Management | For | For |
| 1d | Elect Director Michael L. Eskew | Management | For | For |
| 1e | Elect Director James R. Fitterling | Management | For | For |
| 1f | Elect Director Amy E. Hood | Management | For | For |
| 1g | Elect Director Suzan Kereere | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Pedro J. Pizarro | Management | For | For |
| 1j | Elect Director Michael F. Roman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ABBOTT LABORATORIES
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: ABT
SECURITY ID: 002824100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | For |
| 1.9 | Elect Director Michael G. O'Grady | Management | For | For |
| 1.10 | Elect Director Michael F. Roman | Management | For | For |
| 1.11 | Elect Director Daniel J. Starks | Management | For | For |
| 1.12 | Elect Director John G. Stratton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| ABBVIE INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ABBV
SECURITY ID: 00287Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ATVI
SECURITY ID: 00507V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| AGREE REALTY CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ADC
SECURITY ID: 008492100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Merrie S. Frankel | Management | For | For |
| 1.2 | Elect Director John Rakolta, Jr. | Management | For | For |
| 1.3 | Elect Director Jerome Rossi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AIR PRODUCTS AND CHEMICALS, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: APD
SECURITY ID: 009158106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tonit M. Calaway | Management | For | For |
| 1b | Elect Director Charles I. Cogut | Management | For | For |
| 1c | Elect Director Lisa A. Davis | Management | For | For |
| 1d | Elect Director Seifollah (Seifi) Ghasemi | Management | For | For |
| 1e | Elect Director David H. Y. Ho | Management | For | For |
| 1f | Elect Director Edward L. Monser | Management | For | For |
| 1g | Elect Director Matthew H. Paull | Management | For | For |
| 1h | Elect Director Wayne T. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| AKAMAI TECHNOLOGIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AKAM
SECURITY ID: 00971T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharon Bowen | Management | For | For |
| 1.2 | Elect Director Marianne Brown | Management | For | For |
| 1.3 | Elect Director Monte Ford | Management | For | For |
| 1.4 | Elect Director Dan Hesse | Management | For | For |
| 1.5 | Elect Director Tom Killalea | Management | For | For |
| 1.6 | Elect Director Tom Leighton | Management | For | For |
| 1.7 | Elect Director Jonathan Miller | Management | For | For |
| 1.8 | Elect Director Madhu Ranganathan | Management | For | For |
| 1.9 | Elect Director Ben Verwaayen | Management | For | For |
| 1.10 | Elect Director Bill Wagner | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| AMAZON.COM, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMZN
SECURITY ID: 023135106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Against |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMDOCS LIMITED
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: DOX
SECURITY ID: G02602103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director Rafael de la Vega | Management | For | For |
| 1.4 | Elect Director Eli Gelman | Management | For | For |
| 1.5 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.6 | Elect Director John A. MacDonald | Management | For | For |
| 1.7 | Elect Director Shuky Sheffer | Management | For | For |
| 1.8 | Elect Director Yvette Kanouff | Management | For | For |
| 1.9 | Elect Director Sarah Ruth Davis | Management | For | For |
| 1.10 | Elect Director Amos Genish | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AMEREN CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AEE
SECURITY ID: 023608102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Cynthia J. Brinkley | Management | For | For |
| 1c | Elect Director Catherine S. Brune | Management | For | For |
| 1d | Elect Director J. Edward Coleman | Management | For | For |
| 1e | Elect Director Ward H. Dickson | Management | For | For |
| 1f | Elect Director Noelle K. Eder | Management | For | For |
| 1g | Elect Director Ellen M. Fitzsimmons | Management | For | For |
| 1h | Elect Director Rafael Flores | Management | For | For |
| 1i | Elect Director Richard J. Harshman | Management | For | For |
| 1j | Elect Director Craig S. Ivey | Management | For | For |
| 1k | Elect Director James C. Johnson | Management | For | For |
| 1l | Elect Director Martin J. Lyons, Jr. | Management | For | For |
| 1m | Elect Director Steven H. Lipstein | Management | For | For |
| 1n | Elect Director Leo S. Mackay, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Disclose GHG Emissions Reductions Targets | Shareholder | Against | Against |
| AMERICAN ELECTRIC POWER COMPANY, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: AEP
SECURITY ID: 025537101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas K. Akins | Management | For | For |
| 1.2 | Elect Director J. Barnie Beasley, Jr. | Management | For | For |
| 1.3 | Elect Director Ben Fowke | Management | For | For |
| 1.4 | Elect Director Art A. Garcia | Management | For | For |
| 1.5 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.6 | Elect Director Donna A. James | Management | For | For |
| 1.7 | Elect Director Sandra Beach Lin | Management | For | For |
| 1.8 | Elect Director Margaret M. McCarthy | Management | For | For |
| 1.9 | Elect Director Oliver G. 'Rick' Richard, III | Management | For | For |
| 1.10 | Elect Director Daryl Roberts | Management | For | For |
| 1.11 | Elect Director Julia A. Sloat | Management | For | For |
| 1.12 | Elect Director Sara Martinez Tucker | Management | For | For |
| 1.13 | Elect Director Lewis Von Thaer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Reduce Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN TOWER CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMT
SECURITY ID: 03027X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMGEN INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: AMGN
SECURITY ID: 031162100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APTARGROUP, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ATR
SECURITY ID: 038336103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George L. Fotiades | Management | For | For |
| 1b | Elect Director Candace Matthews | Management | For | For |
| 1c | Elect Director B. Craig Owens | Management | For | For |
| 1d | Elect Director Julie Xing | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ARTHUR J. GALLAGHER & CO.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: AJG
SECURITY ID: 363576109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| ASSURANT, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AIZ
SECURITY ID: 04621X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine D. Rosen | Management | For | For |
| 1b | Elect Director Paget L. Alves | Management | For | For |
| 1c | Elect Director Rajiv Basu | Management | For | For |
| 1d | Elect Director J. Braxton Carter | Management | For | For |
| 1e | Elect Director Juan N. Cento | Management | For | For |
| 1f | Elect Director Keith W. Demmings | Management | For | For |
| 1g | Elect Director Harriet Edelman | Management | For | For |
| 1h | Elect Director Sari Granat | Management | For | For |
| 1i | Elect Director Lawrence V. Jackson | Management | For | For |
| 1j | Elect Director Debra J. Perry | Management | For | For |
| 1k | Elect Director Ognjen (Ogi) Redzic | Management | For | For |
| 1l | Elect Director Paul J. Reilly | Management | For | For |
| 1m | Elect Director Robert W. Stein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AT&T INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: T
SECURITY ID: 00206R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| AUTOMATIC DATA PROCESSING, INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ADP
SECURITY ID: 053015103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director David V. Goeckeler | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| AUTOZONE, INC.
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: AZO
SECURITY ID: 053332102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BALCHEM CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: BCPC
SECURITY ID: 057665200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David Fischer | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION
MEETING DATE: JUL 27, 2022 |
||||
|
TICKER: BAH
SECURITY ID: 099502106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Horacio D. Rozanski | Management | For | For |
| 1b | Elect Director Mark E. Gaumond | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 1d | Elect Director Melody C. Barnes | Management | For | For |
| 1e | Elect Director Ellen Jewett | Management | For | For |
| 1f | Elect Director Arthur E. Johnson | Management | For | For |
| 1g | Elect Director Charles O. Rossotti | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BMY
SECURITY ID: 110122108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BROWN & BROWN, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BRO
SECURITY ID: 115236101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Hyatt Brown | Management | For | For |
| 1.2 | Elect Director J. Powell Brown | Management | For | For |
| 1.3 | Elect Director Lawrence L. Gellerstedt, III | Management | For | For |
| 1.4 | Elect Director James C. Hays | Management | For | For |
| 1.5 | Elect Director Theodore J. Hoepner | Management | For | For |
| 1.6 | Elect Director James S. Hunt | Management | For | For |
| 1.7 | Elect Director Toni Jennings | Management | For | For |
| 1.8 | Elect Director Timothy R.M. Main | Management | For | For |
| 1.9 | Elect Director Jaymin B. Patel | Management | For | For |
| 1.10 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.11 | Elect Director Wendell S. Reilly | Management | For | For |
| 1.12 | Elect Director Chilton D. Varner | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CBOE GLOBAL MARKETS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CBOE
SECURITY ID: 12503M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward T. Tilly | Management | For | For |
| 1b | Elect Director William M. Farrow, III | Management | For | For |
| 1c | Elect Director Edward J. Fitzpatrick | Management | For | For |
| 1d | Elect Director Ivan K. Fong | Management | For | For |
| 1e | Elect Director Janet P. Froetscher | Management | For | For |
| 1f | Elect Director Jill R. Goodman | Management | For | For |
| 1g | Elect Director Alexander J. Matturri, Jr. | Management | For | For |
| 1h | Elect Director Jennifer J. McPeek | Management | For | For |
| 1i | Elect Director Roderick A. Palmore | Management | For | For |
| 1j | Elect Director James E. Parisi | Management | For | For |
| 1k | Elect Director Joseph P. Ratterman | Management | For | For |
| 1l | Elect Director Fredric J. Tomczyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| CHEVRON CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: CVX
SECURITY ID: 166764100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CHUBB LIMITED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CB
SECURITY ID: H1467J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2.1 | Allocate Disposable Profit | Management | For | Did Not Vote |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board of Directors | Management | For | Did Not Vote |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | Did Not Vote |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | Did Not Vote |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | Did Not Vote |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | Did Not Vote |
| 5.2 | Elect Director Michael P. Connors | Management | For | Did Not Vote |
| 5.3 | Elect Director Michael G. Atieh | Management | For | Did Not Vote |
| 5.4 | Elect Director Kathy Bonanno | Management | For | Did Not Vote |
| 5.5 | Elect Director Nancy K. Buese | Management | For | Did Not Vote |
| 5.6 | Elect Director Sheila P. Burke | Management | For | Did Not Vote |
| 5.7 | Elect Director Michael L. Corbat | Management | For | Did Not Vote |
| 5.8 | Elect Director Robert J. Hugin | Management | For | Did Not Vote |
| 5.9 | Elect Director Robert W. Scully | Management | For | Did Not Vote |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | Did Not Vote |
| 5.11 | Elect Director David H. Sidwell | Management | For | Did Not Vote |
| 5.12 | Elect Director Olivier Steimer | Management | For | Did Not Vote |
| 5.13 | Elect Director Frances F. Townsend | Management | For | Did Not Vote |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Did Not Vote |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | Did Not Vote |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | Did Not Vote |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | Did Not Vote |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | Did Not Vote |
| 10.1 | Cancel Repurchased Shares | Management | For | Did Not Vote |
| 10.2 | Reduction of Par Value | Management | For | Did Not Vote |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | Did Not Vote |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | Did Not Vote |
| 11.3 | Approve Remuneration Report | Management | For | Did Not Vote |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Did Not Vote |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Did Not Vote |
| CME GROUP INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CME
SECURITY ID: 12572Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence A. Duffy | Management | For | For |
| 1b | Elect Director Kathryn Benesh | Management | For | For |
| 1c | Elect Director Timothy S. Bitsberger | Management | For | Against |
| 1d | Elect Director Charles P. Carey | Management | For | Against |
| 1e | Elect Director Bryan T. Durkin | Management | For | For |
| 1f | Elect Director Harold Ford, Jr. | Management | For | For |
| 1g | Elect Director Martin J. Gepsman | Management | For | For |
| 1h | Elect Director Larry G. Gerdes | Management | For | For |
| 1i | Elect Director Daniel R. Glickman | Management | For | Against |
| 1j | Elect Director Daniel G. Kaye | Management | For | For |
| 1k | Elect Director Phyllis M. Lockett | Management | For | Against |
| 1l | Elect Director Deborah J. Lucas | Management | For | For |
| 1m | Elect Director Terry L. Savage | Management | For | Against |
| 1n | Elect Director Rahael Seifu | Management | For | Against |
| 1o | Elect Director William R. Shepard | Management | For | For |
| 1p | Elect Director Howard J. Siegel | Management | For | For |
| 1q | Elect Director Dennis A. Suskind | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CMS ENERGY CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: CMS
SECURITY ID: 125896100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jon E. Barfield | Management | For | For |
| 1b | Elect Director Deborah H. Butler | Management | For | For |
| 1c | Elect Director Kurt L. Darrow | Management | For | For |
| 1d | Elect Director William D. Harvey | Management | For | For |
| 1e | Elect Director Garrick J. Rochow | Management | For | For |
| 1f | Elect Director John G. Russell | Management | For | For |
| 1g | Elect Director Suzanne F. Shank | Management | For | For |
| 1h | Elect Director Myrna M. Soto | Management | For | For |
| 1i | Elect Director John G. Sznewajs | Management | For | For |
| 1j | Elect Director Ronald J. Tanski | Management | For | For |
| 1k | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COLGATE-PALMOLIVE COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: CL
SECURITY ID: 194162103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Steve Cahillane | Management | For | For |
| 1d | Elect Director Lisa M. Edwards | Management | For | For |
| 1e | Elect Director C. Martin Harris | Management | For | For |
| 1f | Elect Director Martina Hund-Mejean | Management | For | For |
| 1g | Elect Director Kimberly A. Nelson | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Michael B. Polk | Management | For | For |
| 1j | Elect Director Stephen I. Sadove | Management | For | For |
| 1k | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CMCSA
SECURITY ID: 20030N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSOLIDATED EDISON, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: ED
SECURITY ID: 209115104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Cawley | Management | For | For |
| 1.2 | Elect Director Ellen V. Futter | Management | For | For |
| 1.3 | Elect Director John F. Killian | Management | For | For |
| 1.4 | Elect Director Karol V. Mason | Management | For | For |
| 1.5 | Elect Director Dwight A. McBride | Management | For | For |
| 1.6 | Elect Director William J. Mulrow | Management | For | For |
| 1.7 | Elect Director Armando J. Olivera | Management | For | For |
| 1.8 | Elect Director Michael W. Ranger | Management | For | For |
| 1.9 | Elect Director Linda S. Sanford | Management | For | For |
| 1.10 | Elect Director Deirdre Stanley | Management | For | For |
| 1.11 | Elect Director L. Frederick Sutherland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| COSTAR GROUP, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CSGP
SECURITY ID: 22160N109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael R. Klein | Management | For | For |
| 1b | Elect Director Andrew C. Florance | Management | For | For |
| 1c | Elect Director Michael J. Glosserman | Management | For | For |
| 1d | Elect Director John W. Hill | Management | For | For |
| 1e | Elect Director Laura Cox Kaplan | Management | For | For |
| 1f | Elect Director Robert W. Musslewhite | Management | For | For |
| 1g | Elect Director Christopher J. Nassetta | Management | For | For |
| 1h | Elect Director Louise S. Sams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| COTERRA ENERGY INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CTRA
SECURITY ID: 127097103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | For |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| CROWN CASTLE INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CCI
SECURITY ID: 22822V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| CUBESMART
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CUBE
SECURITY ID: 229663109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Piero Bussani | Management | For | For |
| 1.2 | Elect Director Jit Kee Chin | Management | For | For |
| 1.3 | Elect Director Dorothy Dowling | Management | For | For |
| 1.4 | Elect Director John W. Fain | Management | For | For |
| 1.5 | Elect Director Jair K. Lynch | Management | For | For |
| 1.6 | Elect Director Christopher P. Marr | Management | For | For |
| 1.7 | Elect Director Deborah Rather Salzberg | Management | For | For |
| 1.8 | Elect Director John F. Remondi | Management | For | For |
| 1.9 | Elect Director Jeffrey F. Rogatz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DOLLAR GENERAL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: DG
SECURITY ID: 256677105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| DT MIDSTREAM, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: DTM
SECURITY ID: 23345M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Tumminello | Management | For | For |
| 1.2 | Elect Director Dwayne Wilson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DUKE ENERGY CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: DUK
SECURITY ID: 26441C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Derrick Burks | Management | For | For |
| 1b | Elect Director Annette K. Clayton | Management | For | For |
| 1c | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Caroline Dorsa | Management | For | For |
| 1f | Elect Director W. Roy Dunbar | Management | For | For |
| 1g | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1h | Elect Director Lynn J. Good | Management | For | For |
| 1i | Elect Director John T. Herron | Management | For | For |
| 1j | Elect Director Idalene F. Kesner | Management | For | For |
| 1k | Elect Director E. Marie McKee | Management | For | For |
| 1l | Elect Director Michael J. Pacilio | Management | For | For |
| 1m | Elect Director Thomas E. Skains | Management | For | For |
| 1n | Elect Director William E. Webster, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| 7 | Create a Committee to Evaluate Decarbonization Risk | Shareholder | Against | Against |
| ECOLAB INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ECL
SECURITY ID: 278865100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shari L. Ballard | Management | For | For |
| 1b | Elect Director Barbara J. Beck | Management | For | For |
| 1c | Elect Director Christophe Beck | Management | For | For |
| 1d | Elect Director Jeffrey M. Ettinger | Management | For | For |
| 1e | Elect Director Eric M. Green | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Michael Larson | Management | For | For |
| 1h | Elect Director David W. MacLennan | Management | For | For |
| 1i | Elect Director Tracy B. McKibben | Management | For | For |
| 1j | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1k | Elect Director Victoria J. Reich | Management | For | For |
| 1l | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1m | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | Against |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EOG RESOURCES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EOG
SECURITY ID: 26875P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EQUINIX, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EQIX
SECURITY ID: 29444U700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ELS
SECURITY ID: 29472R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Berkenfield | Management | For | For |
| 1.2 | Elect Director Derrick Burks | Management | For | For |
| 1.3 | Elect Director Philip Calian | Management | For | For |
| 1.4 | Elect Director David Contis | Management | For | Withhold |
| 1.5 | Elect Director Constance Freedman | Management | For | For |
| 1.6 | Elect Director Thomas Heneghan | Management | For | For |
| 1.7 | Elect Director Marguerite Nader | Management | For | For |
| 1.8 | Elect Director Scott Peppet | Management | For | For |
| 1.9 | Elect Director Sheli Rosenberg | Management | For | For |
| 1.10 | Elect Director Samuel Zell | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ESSEX PROPERTY TRUST, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ESS
SECURITY ID: 297178105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith R. Guericke | Management | For | For |
| 1b | Elect Director Maria R. Hawthorne | Management | For | For |
| 1c | Elect Director Amal M. Johnson | Management | For | For |
| 1d | Elect Director Mary Kasaris | Management | For | For |
| 1e | Elect Director Angela L. Kleiman | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director George M. Marcus | Management | For | For |
| 1h | Elect Director Thomas E. Robinson | Management | For | For |
| 1i | Elect Director Michael J. Schall | Management | For | For |
| 1j | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EVERSOURCE ENERGY
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ES
SECURITY ID: 30040W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cotton M. Cleveland | Management | For | For |
| 1.2 | Elect Director Francis A. Doyle | Management | For | For |
| 1.3 | Elect Director Linda Dorcena Forry | Management | For | For |
| 1.4 | Elect Director Gregory M. Jones | Management | For | For |
| 1.5 | Elect Director Loretta D. Keane | Management | For | For |
| 1.6 | Elect Director John Y. Kim | Management | For | For |
| 1.7 | Elect Director Kenneth R. Leibler | Management | For | For |
| 1.8 | Elect Director David H. Long | Management | For | For |
| 1.9 | Elect Director Joseph R. Nolan, Jr. | Management | For | For |
| 1.10 | Elect Director William C. Van Faasen | Management | For | For |
| 1.11 | Elect Director Frederica M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EXTRA SPACE STORAGE INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EXR
SECURITY ID: 30225T102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Woolley | Management | For | For |
| 1.2 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.3 | Elect Director Roger B. Porter | Management | For | For |
| 1.4 | Elect Director Jennifer Blouin | Management | For | For |
| 1.5 | Elect Director Joseph J. Bonner | Management | For | For |
| 1.6 | Elect Director Gary L. Crittenden | Management | For | For |
| 1.7 | Elect Director Spencer F. Kirk | Management | For | For |
| 1.8 | Elect Director Diane Olmstead | Management | For | For |
| 1.9 | Elect Director Jefferson S. Shreve | Management | For | For |
| 1.10 | Elect Director Julia Vander Ploeg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Abstain |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FACTSET RESEARCH SYSTEMS INC.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: FDS
SECURITY ID: 303075105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. McGonigle | Management | For | For |
| 1b | Elect Director F. Philip Snow | Management | For | For |
| 1c | Elect Director Maria Teresa Tejada | Management | 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 | Amend Certificate of Incorporation to Eliminate Certain Business Combination Restrictions | Management | For | For |
| 6 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 8 | Amend Certificate of Incorporation to Remove Creditor Compromise Provision | Management | For | For |
| 9 | Amend Certificate of Incorporation to Clarify, Streamline and Modernize the Certificate of Incorporation | Management | For | For |
| FISERV, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FISV
SECURITY ID: 337738108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| FMC CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: FMC
SECURITY ID: 302491303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pierre Brondeau | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Carol Anthony ("John") Davidson | Management | For | For |
| 1d | Elect Director Mark Douglas | Management | For | For |
| 1e | Elect Director Kathy L. Fortmann | Management | For | For |
| 1f | Elect Director C. Scott Greer | Management | For | For |
| 1g | Elect Director K'Lynne Johnson | Management | For | For |
| 1h | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1i | Elect Director Margareth Ovrum | Management | For | For |
| 1j | Elect Director Robert C. Pallash | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FTI CONSULTING, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: FCN
SECURITY ID: 302941109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda J. Bacon | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Elsy Boglioli | Management | For | For |
| 1d | Elect Director Claudio Costamagna | Management | For | For |
| 1e | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1f | Elect Director Steven H. Gunby | Management | For | For |
| 1g | Elect Director Gerard E. Holthaus | Management | For | For |
| 1h | Elect Director Stephen C. Robinson | Management | For | For |
| 1i | Elect Director Laureen E. Seeger | 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 |
| GENERAL DYNAMICS CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GD
SECURITY ID: 369550108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard D. Clarke | Management | For | For |
| 1b | Elect Director James S. Crown | Management | For | For |
| 1c | Elect Director Rudy F. deLeon | Management | For | For |
| 1d | Elect Director Cecil D. Haney | Management | For | For |
| 1e | Elect Director Mark M. Malcolm | Management | For | For |
| 1f | Elect Director James N. Mattis | Management | For | For |
| 1g | Elect Director Phebe N. Novakovic | Management | For | For |
| 1h | Elect Director C. Howard Nye | Management | For | For |
| 1i | Elect Director Catherine B. Reynolds | Management | For | For |
| 1j | Elect Director Laura J. Schumacher | Management | For | For |
| 1k | Elect Director Robert K. Steel | Management | For | For |
| 1l | Elect Director John G. Stratton | Management | For | For |
| 1m | Elect Director Peter A. Wall | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| HONEYWELL INTERNATIONAL INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: HON
SECURITY ID: 438516106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Environmental Justice Report | Shareholder | Against | Against |
| HOULIHAN LOKEY, INC.
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: HLI
SECURITY ID: 441593100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott L. Beiser | Management | For | Withhold |
| 1.2 | Elect Director Todd J. Carter | Management | For | Withhold |
| 1.3 | Elect Director Jacqueline B. Kosecoff | Management | For | Withhold |
| 1.4 | Elect Director Paul A. Zuber | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ILLINOIS TOOL WORKS INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ITW
SECURITY ID: 452308109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Darell L. Ford | Management | For | For |
| 1d | Elect Director Kelly J. Grier | Management | For | For |
| 1e | Elect Director James W. Griffith | Management | For | For |
| 1f | Elect Director Jay L. Henderson | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director David B. Smith, Jr. | Management | For | For |
| 1j | Elect Director Pamela B. Strobel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| INTEL CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: INTC
SECURITY ID: 458140100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 1c | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1d | Elect Director Alyssa H. Henry | Management | For | For |
| 1e | Elect Director Omar Ishrak | Management | For | For |
| 1f | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1h | Elect Director Barbara G. Novick | Management | For | For |
| 1i | Elect Director Gregory D. Smith | Management | For | For |
| 1j | Elect Director Lip-Bu Tan | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 7 | Publish Third Party Review of Intel's China Business ESG Congruence | Shareholder | Against | Against |
| INTERCONTINENTAL EXCHANGE, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: ICE
SECURITY ID: 45866F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon Y. Bowen | Management | For | For |
| 1b | Elect Director Shantella E. Cooper | Management | For | For |
| 1c | Elect Director Duriya M. Farooqui | Management | For | For |
| 1d | Elect Director The Right Hon. the Lord Hague of Richmond | Management | For | For |
| 1e | Elect Director Mark F. Mulhern | Management | For | For |
| 1f | Elect Director Thomas E. Noonan | Management | For | For |
| 1g | Elect Director Caroline L. Silver | Management | For | For |
| 1h | Elect Director Jeffrey C. Sprecher | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Martha A. Tirinnanzi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| JACK HENRY & ASSOCIATES, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: JKHY
SECURITY ID: 426281101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David B. Foss | Management | For | For |
| 1.2 | Elect Director Matthew C. Flanigan | Management | For | For |
| 1.3 | Elect Director Thomas H. Wilson, Jr. | Management | For | For |
| 1.4 | Elect Director Jacque R. Fiegel | Management | For | For |
| 1.5 | Elect Director Thomas A. Wimsett | Management | For | For |
| 1.6 | Elect Director Laura G. Kelly | Management | For | For |
| 1.7 | Elect Director Shruti S. Miyashiro | Management | For | For |
| 1.8 | Elect Director Wesley A. Brown | Management | For | For |
| 1.9 | Elect Director Curtis A. Campbell | 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 & JOHNSON
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JNJ
SECURITY ID: 478160104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Abstain |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| KIMBERLY-CLARK CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KMB
SECURITY ID: 494368103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Michael D. Hsu | Management | For | For |
| 1.4 | Elect Director Mae C. Jemison | Management | For | For |
| 1.5 | Elect Director S. Todd Maclin | Management | For | For |
| 1.6 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.7 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.8 | Elect Director Christa S. Quarles | Management | For | For |
| 1.9 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.10 | Elect Director Dunia A. Shive | Management | For | For |
| 1.11 | Elect Director Mark T. Smucker | Management | For | For |
| 1.12 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KINDER MORGAN, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: KMI
SECURITY ID: 49456B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard D. Kinder | Management | For | For |
| 1.2 | Elect Director Steven J. Kean | Management | For | For |
| 1.3 | Elect Director Kimberly A. Dang | Management | For | For |
| 1.4 | Elect Director Ted A. Gardner | Management | For | For |
| 1.5 | Elect Director Anthony W. Hall, Jr. | Management | For | For |
| 1.6 | Elect Director Gary L. Hultquist | Management | For | For |
| 1.7 | Elect Director Ronald L. Kuehn, Jr. | Management | For | For |
| 1.8 | Elect Director Deborah A. Macdonald | Management | For | For |
| 1.9 | Elect Director Michael C. Morgan | Management | For | For |
| 1.10 | Elect Director Arthur C. Reichstetter | Management | For | For |
| 1.11 | Elect Director C. Park Shaper | Management | For | For |
| 1.12 | Elect Director William A. Smith | Management | For | For |
| 1.13 | Elect Director Joel V. Staff | Management | For | For |
| 1.14 | Elect Director Robert F. Vagt | Management | For | For |
| 2 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| L3HARRIS TECHNOLOGIES, INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: LHX
SECURITY ID: 502431109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sallie B. Bailey | Management | For | For |
| 1b | Elect Director Peter W. Chiarelli | Management | For | For |
| 1c | Elect Director Thomas A. Dattilo | Management | For | For |
| 1d | Elect Director Roger B. Fradin | Management | For | For |
| 1e | Elect Director Joanna L. Geraghty | Management | For | For |
| 1f | Elect Director Harry B. Harris, Jr. | Management | For | For |
| 1g | Elect Director Lewis Hay, III | Management | For | For |
| 1h | Elect Director Christopher E. Kubasik | Management | For | For |
| 1i | Elect Director Rita S. Lane | Management | For | For |
| 1j | Elect Director Robert B. Millard | Management | For | For |
| 1k | Elect Director Edward A. Rice, Jr. | Management | For | For |
| 1l | Elect Director Christina L. Zamarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| LINDE PLC
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| MARSH & MCLENNAN COMPANIES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MMC
SECURITY ID: 571748102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MARTIN MARIETTA MATERIALS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MLM
SECURITY ID: 573284106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.2 | Elect Director Sue W. Cole | Management | For | For |
| 1.3 | Elect Director Anthony R. Foxx | Management | For | For |
| 1.4 | Elect Director John J. Koraleski | Management | For | For |
| 1.5 | Elect Director C. Howard Nye | Management | For | For |
| 1.6 | Elect Director Laree E. Perez | Management | For | For |
| 1.7 | Elect Director Thomas H. Pike | Management | For | For |
| 1.8 | Elect Director Michael J. Quillen | Management | For | For |
| 1.9 | Elect Director Donald W. Slager | Management | For | For |
| 1.10 | Elect Director David C. Wajsgras | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MAXIMUS, INC.
MEETING DATE: MAR 14, 2023 |
||||
|
TICKER: MMS
SECURITY ID: 577933104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne K. Altman | Management | For | For |
| 1b | Elect Director Bruce L. Caswell | Management | For | For |
| 1c | Elect Director John J. Haley | Management | For | For |
| 1d | Elect Director Jan D. Madsen | Management | For | For |
| 1e | Elect Director Richard A. Montoni | Management | For | For |
| 1f | Elect Director Gayathri Rajan | Management | For | For |
| 1g | Elect Director Raymond B. Ruddy | Management | For | For |
| 1h | Elect Director Michael J. Warren | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MCDONALD'S CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MCD
SECURITY ID: 580135101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MEDTRONIC PLC
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: MDT
SECURITY ID: G5960L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Lidia L. Fonseca | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Randall J. Hogan, III | Management | For | For |
| 1g | Elect Director Kevin E. Lofton | Management | For | For |
| 1h | Elect Director Geoffrey S. Martha | Management | For | For |
| 1i | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1j | Elect Director Denise M. O'Leary | Management | For | For |
| 1k | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Overseas Market Purchases of Ordinary Shares | Management | For | For |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MRK
SECURITY ID: 58933Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MID-AMERICA APARTMENT COMMUNITIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MAA
SECURITY ID: 59522J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director H. Eric Bolton, Jr. | Management | For | For |
| 1b | Elect Director Deborah H. Caplan | Management | For | For |
| 1c | Elect Director John P. Case | Management | For | For |
| 1d | Elect Director Tamara Fischer | Management | For | For |
| 1e | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1f | Elect Director Toni Jennings | Management | For | For |
| 1g | Elect Director Edith Kelly-Green | Management | For | For |
| 1h | Elect Director James K. Lowder | Management | For | For |
| 1i | Elect Director Thomas H. Lowder | Management | For | For |
| 1j | Elect Director Claude B. Nielsen | Management | For | For |
| 1k | Elect Director W. Reid Sanders | Management | For | For |
| 1l | Elect Director Gary S. Shorb | Management | For | For |
| 1m | Elect Director David P. Stockert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| NEWMONT CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: NEM
SECURITY ID: 651639106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick G. Awuah, Jr. | Management | For | For |
| 1.2 | Elect Director Gregory H. Boyce | Management | For | For |
| 1.3 | Elect Director Bruce R. Brook | Management | For | For |
| 1.4 | Elect Director Maura Clark | Management | For | For |
| 1.5 | Elect Director Emma FitzGerald | Management | For | For |
| 1.6 | Elect Director Mary A. Laschinger | Management | For | For |
| 1.7 | Elect Director Jose Manuel Madero | Management | For | For |
| 1.8 | Elect Director Rene Medori | Management | For | For |
| 1.9 | Elect Director Jane Nelson | Management | For | For |
| 1.10 | Elect Director Thomas Palmer | Management | For | For |
| 1.11 | Elect Director Julio M. Quintana | Management | For | For |
| 1.12 | Elect Director Susan N. Story | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NIKE, INC.
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: NKE
SECURITY ID: 654106103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NORTHROP GRUMMAN CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOC
SECURITY ID: 666807102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| O'REILLY AUTOMOTIVE, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ORLY
SECURITY ID: 67103H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OMNICOMGROUP INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: OMC
SECURITY ID: 681919106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Wren | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1.4 | Elect Director Mark D. Gerstein | Management | For | For |
| 1.5 | Elect Director Ronnie S. Hawkins | Management | For | For |
| 1.6 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.7 | Elect Director Gracia C. Martore | Management | For | For |
| 1.8 | Elect Director Patricia Salas Pineda | Management | For | For |
| 1.9 | Elect Director Linda Johnson Rice | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ORACLE CORPORATION
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: ORCL
SECURITY ID: 68389X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Awo Ablo | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.3 | Elect Director Michael J. Boskin | Management | For | For |
| 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 | Withhold |
| 1.7 | Elect Director Lawrence J. Ellison | Management | For | Withhold |
| 1.8 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Director Renee J. James | Management | For | For |
| 1.11 | Elect Director Charles W. Moorman | Management | For | Withhold |
| 1.12 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.13 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.14 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.15 | Elect Director Vishal Sikka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OTIS WORLDWIDE CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: OTIS
SECURITY ID: 68902V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey H. Black | Management | For | For |
| 1b | Elect Director Nelda J. Connors | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Shailesh G. Jejurikar | Management | For | For |
| 1e | Elect Director Christopher J. Kearney | Management | For | For |
| 1f | Elect Director Judith F. Marks | Management | For | For |
| 1g | Elect Director Harold W. McGraw, III | Management | For | For |
| 1h | Elect Director Margaret M. V. Preston | Management | For | For |
| 1i | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1j | Elect Director John H. Walker | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| PACCAR INC
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: PCAR
SECURITY ID: 693718108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.6 | Elect Director Barbara B. Hulit | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director Cynthia A. Niekamp | Management | For | For |
| 1.9 | Elect Director John M. Pigott | Management | For | For |
| 1.10 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.11 | Elect Director Mark A. Schulz | Management | For | For |
| 1.12 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| PACKAGING CORPORATION OF AMERICA
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PKG
SECURITY ID: 695156109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cheryl K. Beebe | Management | For | For |
| 1.2 | Elect Director Duane C. Farrington | Management | For | For |
| 1.3 | Elect Director Donna A. Harman | Management | For | For |
| 1.4 | Elect Director Mark W. Kowlzan | Management | For | For |
| 1.5 | Elect Director Robert C. Lyons | Management | For | For |
| 1.6 | Elect Director Thomas P. Maurer | Management | For | For |
| 1.7 | Elect Director Samuel M. Mencoff | Management | For | For |
| 1.8 | Elect Director Roger B. Porter | Management | For | For |
| 1.9 | Elect Director Thomas S. Souleles | Management | For | For |
| 1.10 | Elect Director Paul T. Stecko | Management | For | For |
| 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 |
| PAYCHEX, INC.
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: PAYX
SECURITY ID: 704326107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PEPSICO, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PEP
SECURITY ID: 713448108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Jennifer Bailey | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Susan M. Diamond | Management | For | For |
| 1g | Elect Director Dina Dublon | Management | For | For |
| 1h | Elect Director Michelle Gass | Management | For | For |
| 1i | Elect Director Ramon L. Laguarta | Management | For | For |
| 1j | Elect Director Dave J. Lewis | Management | For | For |
| 1k | Elect Director David C. Page | Management | For | For |
| 1l | Elect Director Robert C. Pohlad | Management | For | For |
| 1m | Elect Director Daniel Vasella | Management | For | For |
| 1n | Elect Director Darren Walker | Management | For | For |
| 1o | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 8 | Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Against | Against |
| PIONEER NATURAL RESOURCES COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PXD
SECURITY ID: 723787107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Richard P. Dealy | Management | For | For |
| 1e | Elect Director Maria S. Dreyfus | Management | For | For |
| 1f | Elect Director Matthew M. Gallagher | Management | For | For |
| 1g | Elect Director Phillip A. Gobe | Management | For | For |
| 1h | Elect Director Stacy P. Methvin | Management | For | For |
| 1i | Elect Director Royce W. Mitchell | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | For |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| PUBLIC STORAGE
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PSA
SECURITY ID: 74460D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| REALTY INCOME CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: O
SECURITY ID: 756109104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Priscilla Almodovar | Management | For | For |
| 1b | Elect Director Jacqueline Brady | Management | For | For |
| 1c | Elect Director A. Larry Chapman | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Mary Hogan Preusse | Management | For | For |
| 1f | Elect Director Priya Cherian Huskins | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Michael D. McKee | Management | For | For |
| 1i | Elect Director Gregory T. McLaughlin | Management | For | For |
| 1j | Elect Director Ronald L. Merriman | Management | For | For |
| 1k | Elect Director Sumit Roy | 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 |
| REPUBLIC SERVICES, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: RSG
SECURITY ID: 760759100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Manuel Kadre | Management | For | For |
| 1b | Elect Director Tomago Collins | Management | For | For |
| 1c | Elect Director Michael A. Duffy | Management | For | For |
| 1d | Elect Director Thomas W. Handley | Management | For | For |
| 1e | Elect Director Jennifer M. Kirk | Management | For | For |
| 1f | Elect Director Michael Larson | Management | For | For |
| 1g | Elect Director James P. Snee | Management | For | For |
| 1h | Elect Director Brian S. Tyler | Management | For | For |
| 1i | Elect Director Jon Vander Ark | Management | For | For |
| 1j | Elect Director Sandra M. Volpe | Management | For | For |
| 1k | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| STARBUCKS CORPORATION
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: SBUX
SECURITY ID: 855244109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| SUN COMMUNITIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: SUI
SECURITY ID: 866674104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary A. Shiffman | Management | For | For |
| 1b | Elect Director Tonya Allen | Management | For | For |
| 1c | Elect Director Meghan G. Baivier | Management | For | For |
| 1d | Elect Director Stephanie W. Bergeron | Management | For | For |
| 1e | Elect Director Jeff T. Blau | Management | For | For |
| 1f | Elect Director Brian M. Hermelin | Management | For | For |
| 1g | Elect Director Ronald A. Klein | Management | For | For |
| 1h | Elect Director Clunet R. Lewis | Management | For | For |
| 1i | Elect Director Arthur A. Weiss | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| T-MOBILE US, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: TMUS
SECURITY ID: 872590104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andre Almeida | Management | For | Withhold |
| 1.2 | Elect Director Marcelo Claure | Management | For | Withhold |
| 1.3 | Elect Director Srikant M. Datar | Management | For | For |
| 1.4 | Elect Director Srinivasan Gopalan | Management | For | Withhold |
| 1.5 | Elect Director Timotheus Hottges | Management | For | Withhold |
| 1.6 | Elect Director Christian P. Illek | Management | For | Withhold |
| 1.7 | Elect Director Raphael Kubler | Management | For | Withhold |
| 1.8 | Elect Director Thorsten Langheim | Management | For | Withhold |
| 1.9 | Elect Director Dominique Leroy | Management | For | Withhold |
| 1.10 | Elect Director Letitia A. Long | Management | For | For |
| 1.11 | Elect Director G. Michael Sievert | Management | For | Withhold |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| TEXAS INSTRUMENTS INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TXN
SECURITY ID: 882508104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Against | Against |
| THE ALLSTATE CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: ALL
SECURITY ID: 020002101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Monica Turner | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE COCA-COLA COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KO
SECURITY ID: 191216100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE HERSHEY COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: HSY
SECURITY ID: 427866108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director Michele G. Buck | Management | For | For |
| 1.3 | Elect Director Victor L. Crawford | Management | For | For |
| 1.4 | Elect Director Robert M. Dutkowsky | Management | For | Withhold |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | Withhold |
| 1.7 | Elect Director M. Diane Koken | Management | For | For |
| 1.8 | Elect Director Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | Withhold |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | Withhold |
| 1.11 | Elect Director Juan R. Perez | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Human Rights Impacts of Living Wage & Income Position Statement | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE PROGRESSIVE CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: PGR
SECURITY ID: 743315103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE SHERWIN-WILLIAMS COMPANY
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: SHW
SECURITY ID: 824348106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Arthur F. Anton | Management | For | For |
| 1c | Elect Director Jeff M. Fettig | Management | For | For |
| 1d | Elect Director John G. Morikis | Management | For | For |
| 1e | Elect Director Christine A. Poon | Management | For | For |
| 1f | Elect Director Aaron M. Powell | Management | For | For |
| 1g | Elect Director Marta R. Stewart | Management | For | For |
| 1h | Elect Director Michael H. Thaman | Management | For | For |
| 1i | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE SOUTHERN COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SO
SECURITY ID: 842587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TJX COMPANIES, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TJX
SECURITY ID: 872540109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | Against |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TRV
SECURITY ID: 89417E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan L. Beller | Management | For | For |
| 1b | Elect Director Janet M. Dolan | Management | For | For |
| 1c | Elect Director Russell G. Golden | Management | For | For |
| 1d | Elect Director Patricia L. Higgins | Management | For | For |
| 1e | Elect Director William J. Kane | Management | For | For |
| 1f | Elect Director Thomas B. Leonardi | Management | For | For |
| 1g | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Philip T. (Pete) Ruegger, III | Management | For | For |
| 1j | Elect Director Rafael Santana | Management | For | For |
| 1k | Elect Director Todd C. Schermerhorn | Management | For | For |
| 1l | Elect Director Alan D. Schnitzer | Management | For | For |
| 1m | Elect Director Laurie J. Thomsen | Management | For | For |
| 1n | Elect Director Bridget van Kralingen | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting | Shareholder | Against | Against |
| 7 | Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development | Shareholder | Against | Against |
| 8 | Oversee and Report on a Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 9 | Ensure Policies Do Not Support Police Violations of Civil Rights | Shareholder | Against | Against |
| 10 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities - Withdrawn | Shareholder | None | None |
| THE WILLIAMS COMPANIES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WMB
SECURITY ID: 969457100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan S. Armstrong | Management | For | For |
| 1.2 | Elect Director Stephen W. Bergstrom | Management | For | For |
| 1.3 | Elect Director Michael A. Creel | Management | For | For |
| 1.4 | Elect Director Stacey H. Dore | Management | For | For |
| 1.5 | Elect Director Carri A. Lockhart | Management | For | For |
| 1.6 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.7 | Elect Director Peter A. Ragauss | Management | For | For |
| 1.8 | Elect Director Rose M. Robeson | Management | For | For |
| 1.9 | Elect Director Scott D. Sheffield | Management | For | For |
| 1.10 | Elect Director Murray D. Smith | Management | For | For |
| 1.11 | Elect Director William H. Spence | Management | For | For |
| 1.12 | Elect Director Jesse J. Tyson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THERMO FISHER SCIENTIFIC INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TMO
SECURITY ID: 883556102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TRACTOR SUPPLY COMPANY
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TSCO
SECURITY ID: 892356106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joy Brown | Management | For | For |
| 1.2 | Elect Director Ricardo Cardenas | Management | For | For |
| 1.3 | Elect Director Andre Hawaux | Management | For | For |
| 1.4 | Elect Director Denise L. Jackson | Management | For | For |
| 1.5 | Elect Director Ramkumar Krishnan | Management | For | For |
| 1.6 | Elect Director Edna K. Morris | Management | For | For |
| 1.7 | Elect Director Mark J. Weikel | Management | For | For |
| 1.8 | Elect Director Harry A. Lawton, III | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TYLER TECHNOLOGIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TYL
SECURITY ID: 902252105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn A. Carter | Management | For | For |
| 1.2 | Elect Director Brenda A. Cline | Management | For | For |
| 1.3 | Elect Director Ronnie D. Hawkins, Jr. | Management | For | For |
| 1.4 | Elect Director Mary L. Landrieu | Management | For | For |
| 1.5 | Elect Director John S. Marr, Jr. | Management | For | For |
| 1.6 | Elect Director H. Lynn Moore, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel M. Pope | Management | For | For |
| 1.8 | Elect Director Dustin R. Womble | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNION PACIFIC CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: UNP
SECURITY ID: 907818108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| VERISK ANALYTICS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRSK
SECURITY ID: 92345Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent K. Brooks | Management | For | For |
| 1b | Elect Director Jeffrey Dailey | Management | For | For |
| 1c | Elect Director Wendy Lane | Management | For | For |
| 1d | Elect Director Lee M. Shavel | Management | For | For |
| 1e | Elect Director Kimberly S. Stevenson | Management | For | For |
| 1f | Elect Director Olumide Soroye | 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 |
| VERIZON COMMUNICATIONS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: VZ
SECURITY ID: 92343V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Vittorio Colao | Management | For | For |
| 1.5 | Elect Director Melanie Healey | Management | For | For |
| 1.6 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.7 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel Schulman | Management | For | For |
| 1.9 | Elect Director Rodney Slater | Management | For | For |
| 1.10 | Elect Director Carol Tome | Management | For | For |
| 1.11 | Elect Director Hans Vestberg | Management | For | For |
| 1.12 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Government Requests to Remove Content | Shareholder | Against | Against |
| 6 | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Shareholder | Against | Against |
| 7 | Amend Clawback Policy | Shareholder | Against | For |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VULCAN MATERIALS COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: VMC
SECURITY ID: 929160109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melissa H. Anderson | Management | For | For |
| 1b | Elect Director O. B. Grayson Hall, Jr. | Management | For | For |
| 1c | Elect Director Lydia H. Kennard | Management | For | For |
| 1d | Elect Director James T. Prokopanko | Management | For | For |
| 1e | Elect Director George Willis | 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 |
| W. R. BERKLEY CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: WRB
SECURITY ID: 084423102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Robert Berkley, Jr. | Management | For | Against |
| 1b | Elect Director Maria Luisa Ferre | Management | For | Against |
| 1c | Elect Director Daniel L. Mosley | Management | For | For |
| 1d | Elect Director Mark L. Shapiro | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| WASTE MANAGEMENT, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: WM
SECURITY ID: 94106L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce E. Chinn | Management | For | For |
| 1b | Elect Director James C. Fish, Jr. | Management | For | For |
| 1c | Elect Director Andres R. Gluski | Management | For | For |
| 1d | Elect Director Victoria M. Holt | Management | For | For |
| 1e | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1f | Elect Director Sean E. Menke | Management | For | For |
| 1g | Elect Director William B. Plummer | Management | For | For |
| 1h | Elect Director John C. Pope | Management | For | For |
| 1i | Elect Director Maryrose T. Sylvester | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WEC ENERGY GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: WEC
SECURITY ID: 92939U106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ave M. Bie | Management | For | For |
| 1.2 | Elect Director Curt S. Culver | Management | For | For |
| 1.3 | Elect Director Danny L. Cunningham | Management | For | For |
| 1.4 | Elect Director William M. Farrow, III | Management | For | For |
| 1.5 | Elect Director Cristina A. Garcia-Thomas | Management | For | For |
| 1.6 | Elect Director Maria C. Green | Management | For | For |
| 1.7 | Elect Director Gale E. Klappa | Management | For | For |
| 1.8 | Elect Director Thomas K. Lane | Management | For | For |
| 1.9 | Elect Director Scott J. Lauber | Management | For | For |
| 1.10 | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1.11 | Elect Director Mary Ellen Stanek | Management | For | For |
| 1.12 | Elect Director Glen E. Tellock | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| XCEL ENERGY INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: XEL
SECURITY ID: 98389B100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Megan Burkhart | Management | For | For |
| 1b | Elect Director Lynn Casey | Management | For | For |
| 1c | Elect Director Bob Frenzel | Management | For | For |
| 1d | Elect Director Netha Johnson | Management | For | For |
| 1e | Elect Director Patricia Kampling | Management | For | For |
| 1f | Elect Director George Kehl | Management | For | For |
| 1g | Elect Director Richard O'Brien | Management | For | For |
| 1h | Elect Director Charles Pardee | Management | For | For |
| 1i | Elect Director Christopher Policinski | Management | For | For |
| 1j | Elect Director James Prokopanko | Management | For | For |
| 1k | Elect Director Kim Williams | Management | For | For |
| 1l | Elect Director Daniel Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| YUM! BRANDS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: YUM
SECURITY ID: 988498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZOETIS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ZTS
SECURITY ID: 98978V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
VOTE SUMMARY REPORT
FIDELITY MAGELLAN ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACCENTURE PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: ACN
SECURITY ID: G1151C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ADOBE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: ADBE
SECURITY ID: 00724F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| AIRBNB, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ABNB
SECURITY ID: 009066101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nathan Blecharczyk | Management | For | For |
| 1.2 | Elect Director Alfred Lin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMPHENOL CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: APH
SECURITY ID: 032095101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy A. Altobello | Management | For | For |
| 1.2 | Elect Director David P. Falck | Management | For | For |
| 1.3 | Elect Director Edward G. Jepsen | Management | For | For |
| 1.4 | Elect Director Rita S. Lane | Management | For | For |
| 1.5 | Elect Director Robert A. Livingston | Management | For | For |
| 1.6 | Elect Director Martin H. Loeffler | Management | For | For |
| 1.7 | Elect Director R. Adam Norwitt | Management | For | For |
| 1.8 | Elect Director Prahlad Singh | Management | For | For |
| 1.9 | Elect Director Anne Clarke Wolff | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | Against |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| ARTHUR J. GALLAGHER & CO.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: AJG
SECURITY ID: 363576109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| AUTOMATIC DATA PROCESSING, INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ADP
SECURITY ID: 053015103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director David V. Goeckeler | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| CADENCE DESIGN SYSTEMS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CDNS
SECURITY ID: 127387108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CDW CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CDW
SECURITY ID: 12514G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Virginia C. Addicott | Management | For | For |
| 1b | Elect Director James A. Bell | Management | For | For |
| 1c | Elect Director Lynda M. Clarizio | Management | For | For |
| 1d | Elect Director Anthony R. Foxx | Management | For | For |
| 1e | Elect Director Marc E. Jones | Management | For | For |
| 1f | Elect Director Christine A. Leahy | Management | For | For |
| 1g | Elect Director Sanjay Mehrotra | Management | For | For |
| 1h | Elect Director David W. Nelms | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| CINTAS CORPORATION
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: CTAS
SECURITY ID: 172908105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Todd M. Schneider | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Political Contributions | Shareholder | Against | For |
| COPART, INC.
MEETING DATE: OCT 31, 2022 |
||||
|
TICKER: CPRT
SECURITY ID: 217204106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| CORTEVA, INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: CTVA
SECURITY ID: 22052L104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lamberto Andreotti | Management | For | For |
| 1b | Elect Director Klaus A. Engel | Management | For | For |
| 1c | Elect Director David C. Everitt | Management | For | For |
| 1d | Elect Director Janet P. Giesselman | Management | For | For |
| 1e | Elect Director Karen H. Grimes | Management | For | For |
| 1f | Elect Director Michael O. Johanns | Management | For | For |
| 1g | Elect Director Rebecca B. Liebert | Management | For | For |
| 1h | Elect Director Marcos M. Lutz | Management | For | For |
| 1i | Elect Director Charles V. Magro | Management | For | For |
| 1j | Elect Director Nayaki R. Nayyar | Management | For | For |
| 1k | Elect Director Gregory R. Page | Management | For | For |
| 1l | Elect Director Kerry J. Preete | Management | For | For |
| 1m | Elect Director Patrick J. Ward | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COSTCO WHOLESALE CORPORATION
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: COST
SECURITY ID: 22160K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| DANAHER CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: DHR
SECURITY ID: 235851102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DOLLAR GENERAL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: DG
SECURITY ID: 256677105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | For |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | Against |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| ENPHASE ENERGY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ENPH
SECURITY ID: 29355A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | For |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EQUIFAX INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: EFX
SECURITY ID: 294429105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark W. Begor | Management | For | For |
| 1b | Elect Director Mark L. Feidler | Management | For | For |
| 1c | Elect Director Karen L. Fichuk | Management | For | For |
| 1d | Elect Director G. Thomas Hough | Management | For | For |
| 1e | Elect Director Robert D. Marcus | Management | For | For |
| 1f | Elect Director Scott A. McGregor | Management | For | For |
| 1g | Elect Director John A. McKinley | Management | For | For |
| 1h | Elect Director Melissa D. Smith | Management | For | For |
| 1i | Elect Director Audrey Boone Tillman | Management | For | For |
| 1j | Elect Director Heather H. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | For |
| FIRST SOLAR, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FSLR
SECURITY ID: 336433107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Ahearn | Management | For | For |
| 1.2 | Elect Director Richard D. Chapman | Management | For | For |
| 1.3 | Elect Director Anita Marangoly George | Management | For | For |
| 1.4 | Elect Director George A. ("Chip") Hambro | Management | For | For |
| 1.5 | Elect Director Molly E. Joseph | Management | For | For |
| 1.6 | Elect Director Craig Kennedy | Management | For | For |
| 1.7 | Elect Director Lisa A. Kro | Management | For | For |
| 1.8 | Elect Director William J. Post | Management | For | For |
| 1.9 | Elect Director Paul H. Stebbins | Management | For | For |
| 1.10 | Elect Director Michael T. Sweeney | Management | For | For |
| 1.11 | Elect Director Mark R. Widmar | Management | For | For |
| 1.12 | Elect Director Norman L. Wright | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FISERV, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FISV
SECURITY ID: 337738108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| GARTNER, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: IT
SECURITY ID: 366651107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter E. Bisson | Management | For | For |
| 1b | Elect Director Richard J. Bressler | Management | For | For |
| 1c | Elect Director Raul E. Cesan | Management | For | For |
| 1d | Elect Director Karen E. Dykstra | Management | For | For |
| 1e | Elect Director Diana S. Ferguson | Management | For | For |
| 1f | Elect Director Anne Sutherland Fuchs | Management | For | For |
| 1g | Elect Director William O. Grabe | Management | For | For |
| 1h | Elect Director Jose M. Gutierrez | Management | For | For |
| 1i | Elect Director Eugene A. Hall | Management | For | For |
| 1j | Elect Director Stephen G. Pagliuca | Management | For | For |
| 1k | Elect Director Eileen M. Serra | Management | For | For |
| 1l | Elect Director James C. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| HEICO CORPORATION
MEETING DATE: MAR 17, 2023 |
||||
|
TICKER: HEI
SECURITY ID: 422806208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas M. Culligan | Management | For | For |
| 1.2 | Elect Director Carol F. Fine | Management | For | For |
| 1.3 | Elect Director Adolfo Henriques | Management | For | For |
| 1.4 | Elect Director Mark H. Hildebrandt | Management | For | For |
| 1.5 | Elect Director Eric A. Mendelson | Management | For | For |
| 1.6 | Elect Director Laurans A. Mendelson | Management | For | For |
| 1.7 | Elect Director Victor H. Mendelson | Management | For | For |
| 1.8 | Elect Director Julie Neitzel | Management | For | For |
| 1.9 | Elect Director Alan Schriesheim | Management | For | For |
| 1.10 | Elect Director Frank J. Schwitter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HILTON WORLDWIDE HOLDINGS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HLT
SECURITY ID: 43300A203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HUMANA INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: HUM
SECURITY ID: 444859102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INGERSOLL RAND INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: IR
SECURITY ID: 45687V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicente Reynal | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Kirk E. Arnold | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Jennifer Hartsock | Management | For | For |
| 1f | Elect Director John Humphrey | Management | For | For |
| 1g | Elect Director Marc E. Jones | Management | For | For |
| 1h | Elect Director Mark Stevenson | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTUIT INC.
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: INTU
SECURITY ID: 461202103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| KLA CORPORATION
MEETING DATE: NOV 02, 2022 |
||||
|
TICKER: KLAC
SECURITY ID: 482480100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Calderoni | Management | For | For |
| 1.2 | Elect Director Jeneanne Hanley | Management | For | For |
| 1.3 | Elect Director Emiko Higashi | Management | For | For |
| 1.4 | Elect Director Kevin Kennedy | Management | For | For |
| 1.5 | Elect Director Gary Moore | Management | For | For |
| 1.6 | Elect Director Marie Myers | Management | For | For |
| 1.7 | Elect Director Kiran Patel | Management | For | For |
| 1.8 | Elect Director Victor Peng | Management | For | For |
| 1.9 | Elect Director Robert Rango | Management | For | For |
| 1.10 | Elect Director Richard Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| LAM RESEARCH CORPORATION
MEETING DATE: NOV 08, 2022 |
||||
|
TICKER: LRCX
SECURITY ID: 512807108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LINDE PLC
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| MARSH & MCLENNAN COMPANIES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MMC
SECURITY ID: 571748102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| METTLER-TOLEDO INTERNATIONAL INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MTD
SECURITY ID: 592688105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert F. Spoerry | Management | For | For |
| 1.2 | Elect Director Roland Diggelmann | Management | For | For |
| 1.3 | Elect Director Domitille Doat-Le Bigot | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director Richard Francis | Management | For | For |
| 1.6 | Elect Director Michael A. Kelly | Management | For | For |
| 1.7 | Elect Director Thomas P. Salice | Management | For | For |
| 1.8 | Elect Director Ingrid Zhang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MOODY'S CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: MCO
SECURITY ID: 615369105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NEXTERA ENERGY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NEE
SECURITY ID: 65339F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PM
SECURITY ID: 718172109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| PROLOGIS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| QUANTA SERVICES, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: PWR
SECURITY ID: 74762E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director Vincent D. Poster | Management | For | For |
| 1.4 | Elect Director Bernard Fried | Management | For | For |
| 1.5 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.6 | Elect Director Holli C. Ladhani | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director R. Scott Rowe | Management | For | For |
| 1.9 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAYMOND JAMES FINANCIAL, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: RJF
SECURITY ID: 754730109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marlene Debel | Management | For | For |
| 1b | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1c | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1d | Elect Director Benjamin C. Esty | Management | For | For |
| 1e | Elect Director Anne Gates | Management | For | For |
| 1f | Elect Director Thomas A. James | Management | For | For |
| 1g | Elect Director Gordon L. Johnson | Management | For | For |
| 1h | Elect Director Roderick C. McGeary | Management | For | For |
| 1i | Elect Director Paul C. Reilly | Management | For | For |
| 1j | Elect Director Raj Seshadri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| S&P GLOBAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: SPGI
SECURITY ID: 78409V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director Jacques Esculier | Management | For | For |
| 1.3 | Elect Director Gay Huey Evans | Management | For | For |
| 1.4 | Elect Director William D. Green | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca Jacoby | Management | For | For |
| 1.7 | Elect Director Robert P. Kelly | Management | For | For |
| 1.8 | Elect Director Ian Paul Livingston | Management | For | For |
| 1.9 | Elect Director Deborah D. McWhinney | Management | For | For |
| 1.10 | Elect Director Maria R. Morris | Management | For | For |
| 1.11 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.13 | Elect Director Gregory Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SYNOPSYS, INC.
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: SNPS
SECURITY ID: 871607107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aart J. de Geus | Management | For | For |
| 1b | Elect Director Luis Borgen | Management | For | For |
| 1c | Elect Director Marc N. Casper | Management | For | For |
| 1d | Elect Director Janice D. Chaffin | Management | For | For |
| 1e | Elect Director Bruce R. Chizen | Management | For | For |
| 1f | Elect Director Mercedes Johnson | Management | For | For |
| 1g | Elect Director Jeannine P. Sargent | Management | For | For |
| 1h | Elect Director John G. Schwarz | Management | For | For |
| 1i | Elect Director Roy Vallee | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| THE CIGNA GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CI
SECURITY ID: 125523100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE SHERWIN-WILLIAMS COMPANY
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: SHW
SECURITY ID: 824348106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Arthur F. Anton | Management | For | For |
| 1c | Elect Director Jeff M. Fettig | Management | For | For |
| 1d | Elect Director John G. Morikis | Management | For | For |
| 1e | Elect Director Christine A. Poon | Management | For | For |
| 1f | Elect Director Aaron M. Powell | Management | For | For |
| 1g | Elect Director Marta R. Stewart | Management | For | For |
| 1h | Elect Director Michael H. Thaman | Management | For | For |
| 1i | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THERMO FISHER SCIENTIFIC INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TMO
SECURITY ID: 883556102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TRANE TECHNOLOGIES PLC
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: TT
SECURITY ID: G8994E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director April Miller Boise | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Mark R. George | Management | For | For |
| 1f | Elect Director John A. Hayes | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | Against |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director David S. Regnery | Management | For | For |
| 1j | Elect Director Melissa N. Schaeffer | Management | For | For |
| 1k | Elect Director John P. Surma | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Issue of Equity | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| UBER TECHNOLOGIES, INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: UBER
SECURITY ID: 90353T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald Sugar | Management | For | For |
| 1b | Elect Director Revathi Advaithi | Management | For | For |
| 1c | Elect Director Ursula Burns | Management | For | For |
| 1d | Elect Director Robert Eckert | Management | For | For |
| 1e | Elect Director Amanda Ginsberg | Management | For | For |
| 1f | Elect Director Dara Khosrowshahi | Management | For | For |
| 1g | Elect Director Wan Ling Martello | Management | For | For |
| 1h | Elect Director John Thain | Management | For | For |
| 1i | Elect Director David I. Trujillo | Management | For | For |
| 1j | Elect Director Alexander Wynaendts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Commission a Third-Party Audit on Driver Health and Safety | Shareholder | Against | Against |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| VERISK ANALYTICS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRSK
SECURITY ID: 92345Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent K. Brooks | Management | For | For |
| 1b | Elect Director Jeffrey Dailey | Management | For | For |
| 1c | Elect Director Wendy Lane | Management | For | For |
| 1d | Elect Director Lee M. Shavel | Management | For | For |
| 1e | Elect Director Kimberly S. Stevenson | Management | For | For |
| 1f | Elect Director Olumide Soroye | 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 |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WASTE CONNECTIONS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: WCN
SECURITY ID: 94106B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrea E. Bertone | Management | For | For |
| 1b | Elect Director Edward E. "Ned" Guillet | Management | For | For |
| 1c | Elect Director Michael W. Harlan | Management | For | For |
| 1d | Elect Director Larry S. Hughes | Management | For | For |
| 1e | Elect Director Worthing F. Jackman *Withdrawn Resolution* | Management | None | None |
| 1f | Elect Director Elise L. Jordan | Management | For | For |
| 1g | Elect Director Susan "Sue" Lee | Management | For | For |
| 1h | Elect Director Ronald J. Mittelstaedt | Management | For | For |
| 1i | Elect Director William J. Razzouk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| WILLSCOT MOBILE MINI HOLDINGS CORP.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: WSC
SECURITY ID: 971378104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark S. Bartlett | Management | For | For |
| 1.2 | Elect Director Erika T. Davis | Management | For | For |
| 1.3 | Elect Director Gerard E. Holthaus | Management | For | For |
| 1.4 | Elect Director Erik Olsson | Management | For | For |
| 1.5 | Elect Director Rebecca L. Owen | Management | For | For |
| 1.6 | Elect Director Jeff Sagansky | Management | For | For |
| 1.7 | Elect Director Bradley L. Soultz | Management | For | For |
| 1.8 | Elect Director Michael W. Upchurch | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| YUM! BRANDS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: YUM
SECURITY ID: 988498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZOETIS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ZTS
SECURITY ID: 98978V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
VOTE SUMMARY REPORT
FIDELITY METAVERSE ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ADOBE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: ADBE
SECURITY ID: 00724F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| AMS-OSRAM AG
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: AMS
SECURITY ID: A0400Q115
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 3 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 4 | Ratify KPMG Austria GmbH as Auditors for Fiscal Year 2023 | Management | For | For |
| 5 | Approve Remuneration Policy | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7.1 | Elect Yen Yen Tan as Supervisory Board Member | Management | For | For |
| 7.2 | Elect Andreas Mattes as Supervisory Board Member | Management | For | For |
| 8 | Approve Cancellation of Authorized Capital 2021 | Management | For | For |
| 9 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 27.4 Million | Management | For | For |
| 10 | Approve Creation of EUR 27.4 Million Pool of Conditional Capital to Guarantee Conversion Rights | Management | For | For |
| 11 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 12 | Approve Virtual-Only Shareholder Meetings Until 2026 | Management | For | For |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| AVEVA GROUP PLC
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: AVV
SECURITY ID: G06812120
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Philip Aiken as Director | Management | For | For |
| 5 | Re-elect Peter Herweck as Director | Management | For | For |
| 6 | Re-elect James Kidd as Director | Management | For | For |
| 7 | Re-elect Christopher Humphrey as Director | Management | For | For |
| 8 | Re-elect Olivier Blum as Director | Management | For | Against |
| 9 | Re-elect Paula Dowdy as Director | Management | For | For |
| 10 | Elect Ayesha Khanna as Director | Management | For | For |
| 11 | Elect Hilary Maxson as Director | Management | For | For |
| 12 | Re-elect Ron Mobed as Director | Management | For | For |
| 13 | Elect Anne Stevens as Director | Management | For | For |
| 14 | Appoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 15 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| AVEVA GROUP PLC
MEETING DATE: NOV 25, 2022 |
||||
|
TICKER: AVV
SECURITY ID: G06812120
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Recommended Cash Acquisition of AVEVA Group plc by Ascot Acquisition Holdings Limited | Management | For | For |
| AVEVA GROUP PLC
MEETING DATE: NOV 25, 2022 |
||||
|
TICKER: AVV
SECURITY ID: G06812120
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| BENTLEY SYSTEMS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: BSY
SECURITY ID: 08265T208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barry J. Bentley | Management | For | Withhold |
| 1.2 | Elect Director Gregory S. Bentley | Management | For | Withhold |
| 1.3 | Elect Director Keith A. Bentley | Management | For | Withhold |
| 1.4 | Elect Director Raymond B. Bentley | Management | For | Withhold |
| 1.5 | Elect Director Kirk B. Griswold | Management | For | Withhold |
| 1.6 | Elect Director Janet B. Haugen | Management | For | Withhold |
| 1.7 | Elect Director Brian F. Hughes | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BUMBLE INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BMBL
SECURITY ID: 12047B105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Lynn Atchison | Management | For | For |
| 1.2 | Elect Director Matthew S. Bromberg | Management | For | For |
| 1.3 | Elect Director Amy M. Griffin | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CAPCOM CO., LTD.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 9697
SECURITY ID: J05187109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 40 | Management | For | For |
| 2.1 | Elect Director Tsujimoto, Kenzo | Management | For | For |
| 2.2 | Elect Director Tsujimoto, Haruhiro | Management | For | For |
| 2.3 | Elect Director Miyazaki, Satoshi | Management | For | For |
| 2.4 | Elect Director Egawa, Yoichi | Management | For | For |
| 2.5 | Elect Director Nomura, Kenkichi | Management | For | For |
| 2.6 | Elect Director Ishida, Yoshinori | Management | For | For |
| 2.7 | Elect Director Tsujimoto, Ryozo | Management | For | For |
| 2.8 | Elect Director Muranaka, Toru | Management | For | For |
| 2.9 | Elect Director Mizukoshi, Yutaka | Management | For | For |
| 2.10 | Elect Director Kotani, Wataru | Management | For | For |
| 2.11 | Elect Director Muto, Toshiro | Management | For | For |
| 2.12 | Elect Director Hirose, Yumi | Management | For | For |
| CHINA RUYI HOLDINGS LIMITED
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 136
SECURITY ID: G4404N114
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a | Elect Yang Ming as Director | Management | For | For |
| 2b | Elect Chau Shing Yim, David as Director | Management | For | Against |
| 2c | Elect Shi Zhuomin as Director | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Adopt New Share Option Scheme and Terminate Share Options Scheme Adopted by the Company on 31 October 2013 | Management | For | Against |
| 9 | Adopt Scheme Mandate Limit | Management | For | Against |
| 10 | Adopt Service Provider Sublimit | Management | For | Against |
| CHINA RUYI HOLDINGS LIMITED
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 136
SECURITY ID: G4404N114
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve 2023 Game Cooperation Framework Agreement, Proposed Annual Caps and Related Transactions | Management | For | For |
| CIRRUS LOGIC, INC.
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: CRUS
SECURITY ID: 172755100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Carter | Management | For | For |
| 1.2 | Elect Director Alexander M. Davern | Management | For | For |
| 1.3 | Elect Director Timothy R. Dehne | Management | For | For |
| 1.4 | Elect Director John M. Forsyth | Management | For | For |
| 1.5 | Elect Director Deirdre R. Hanford | Management | For | For |
| 1.6 | Elect Director Raghib Hussain | Management | For | For |
| 1.7 | Elect Director Catherine P. Lego | Management | For | For |
| 1.8 | Elect Director David J. Tupman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| CMGE TECHNOLOGY GROUP LIMITED
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: 302
SECURITY ID: G2347J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a1 | Elect Xiao Jian as Director | Management | For | For |
| 2a2 | Elect Sin Hendrick as Director | Management | For | For |
| 2a3 | Elect Fan Yingjie as Director | Management | For | For |
| 2a4 | Elect Zhang Shengyan as Director | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 3 | Approve BDO Limited as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 7 | Approve Amendments to the Memorandum and Articles of Association and Adoption of the New Memorandum and Articles of Association | Management | For | For |
| COM2US CORP.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 078340
SECURITY ID: Y1695S109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3 | Elect Kim Tae-il as Inside Director | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | Against |
| 5 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Management | For | For |
| DASSAULT SYSTEMES SA
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DSY
SECURITY ID: F24571451
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.21 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 6 | Approve Remuneration Policy of Corporate Officers | Management | For | Against |
| 7 | Approve Compensation of Charles Edelstenne, Chairman of the Board Until January 8, 2023 | Management | For | For |
| 8 | Approve Compensation of Bernard Charles, Vice-Chairman of the Board and CEO Until January 8, 2023 | Management | For | For |
| 9 | Approve Compensation Report of Corporate Officers | Management | For | Against |
| 10 | Reelect Catherine Dassault as Director | Management | For | For |
| 11 | Elect Genevieve Berger as Director | Management | For | For |
| 12 | Authorize Repurchase of Up to 25 Million Issued Share Capital | Management | For | For |
| 13 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 12 Million | Management | For | For |
| 15 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 12 Million | Management | For | For |
| 16 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements up to Aggregate Nominal Amount of EUR 12 Million | Management | For | For |
| 17 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 14-16 | Management | For | For |
| 18 | Authorize Capitalization of Reserves of Up to EUR 12 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 20 | Authorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 21 | Authorize up to 3 Percent of Issued Capital for Use in Stock Option Plans | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and Corporate Officers of International Subsidiaries | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| DIGITAL REALTY TRUST, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DLR
SECURITY ID: 253868103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1b | Elect Director VeraLinn 'Dash' Jamieson | Management | For | For |
| 1c | Elect Director Kevin J. Kennedy | Management | For | For |
| 1d | Elect Director William G. LaPerch | Management | For | For |
| 1e | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1f | Elect Director Afshin Mohebbi | Management | For | For |
| 1g | Elect Director Mark R. Patterson | Management | For | For |
| 1h | Elect Director Mary Hogan Preusse | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | Abstain |
| 6 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| ELECTRONIC ARTS INC.
MEETING DATE: AUG 11, 2022 |
||||
|
TICKER: EA
SECURITY ID: 285512109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kofi A. Bruce | Management | For | For |
| 1b | Elect Director Rachel A. Gonzalez | Management | For | For |
| 1c | Elect Director Jeffrey T. Huber | Management | For | For |
| 1d | Elect Director Talbott Roche | Management | For | For |
| 1e | Elect Director Richard A. Simonson | Management | For | For |
| 1f | Elect Director Luis A. Ubinas | Management | For | For |
| 1g | Elect Director Heidi J. Ueberroth | Management | For | For |
| 1h | Elect Director Andrew Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meetings to 15% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| EMBRACER GROUP AB
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: EMBRAC.B
SECURITY ID: W2504N150
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | None | None |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 7 | Receive Presentation on Business Activities | Management | None | None |
| 8 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 9.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 9.b | Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 9.c.1 | Approve Discharge of David Gardner | Management | For | Did Not Vote |
| 9.c.2 | Approve Discharge of Ulf Hjalmarsson | Management | For | Did Not Vote |
| 9.c.3 | Approve Discharge of Jacob Jonmyren | Management | For | Did Not Vote |
| 9.c.4 | Approve Discharge of Matthew Karch | Management | For | Did Not Vote |
| 9.c.5 | Approve Discharge of Erik Stenberg | Management | For | Did Not Vote |
| 9.c.6 | Approve Discharge of Kicki Wallje-Lund | Management | For | Did Not Vote |
| 9.c.7 | Approve Discharge of President Lars Wingefors | Management | For | Did Not Vote |
| 10.1 | Determine Number of Members (7) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 10.2 | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | Did Not Vote |
| 11.1 | Approve Remuneration of Directors in the Amount of SEK 2.1 Million for Chair and SEK 600,000 for Other Directors | Management | For | Did Not Vote |
| 11.2 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 12.1 | Reelect David Gardner as Director | Management | For | Did Not Vote |
| 12.2 | Reelect Jacob Jonmyren as Director | Management | For | Did Not Vote |
| 12.3 | Reelect Matthew Karch as Director | Management | For | Did Not Vote |
| 12.4 | Reelect Erik Stenberg as Director | Management | For | Did Not Vote |
| 12.5 | Reelect Kicki Wallje-Lund as Director | Management | For | Did Not Vote |
| 12.6 | Reelect Lars Wingefors as Director | Management | For | Did Not Vote |
| 12.7 | Elect Cecilia Driving as New Director | Management | For | Did Not Vote |
| 12.8 | Reelect Kicki Wallje-Lund as Board Chair | Management | For | Did Not Vote |
| 12.9 | Ratify Ernst & Young as Auditors | Management | For | Did Not Vote |
| 13 | Approve Procedures for Nominating Committee | Management | For | Did Not Vote |
| 14 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 15 | Approve Creation of 10 Percent of Capital without Preemptive Rights | Management | For | Did Not Vote |
| 16 | Close Meeting | Management | None | None |
| GDS HOLDINGS LIMITED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: 9698
SECURITY ID: 36165L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Reflect Thresholds for William Wei Huang's Beneficial Ownership | Management | For | For |
| 1 | Amend Articles to Reflect Thresholds for William Wei Huang's Beneficial Ownership | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Changes in Authorized Shares | Management | For | Against |
| 4 | Elect Director Gary J. Wojtaszek | Management | For | Against |
| 5 | Elect Director Satoshi Okada | Management | For | Against |
| 6 | Ratify KPMG Huazhen LLP as Auditors | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 8 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GOLFZON CO., LTD.
MEETING DATE: MAR 31, 2023 |
||||
|
TICKER: 215000
SECURITY ID: Y2R07U106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Incorporation | Management | For | For |
| 2.1 | Elect Choi Deok-hyeong as Inside Director | Management | For | For |
| 2.2 | Elect Seol Jeong-deok as Outside Director | Management | For | For |
| 3 | Elect Seol Jeong-deok as a Member of Audit Committee | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 5 | Approve Stock Option Grants | Management | For | For |
| GREE, INC.
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: 3632
SECURITY ID: J18807107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Disclose Shareholder Meeting Materials on Internet - Allow Virtual Only Shareholder Meetings | Management | For | Against |
| 2.1 | Elect Director Tanaka, Yoshikazu | Management | For | For |
| 2.2 | Elect Director Fujimoto, Masaki | Management | For | For |
| 2.3 | Elect Director Oya, Toshiki | Management | For | For |
| 2.4 | Elect Director Araki, Eiji | Management | For | For |
| 2.5 | Elect Director Shino, Sanku | Management | For | For |
| 2.6 | Elect Director Maeda, Yuta | Management | For | For |
| 2.7 | Elect Director Yamagishi, Kotaro | Management | For | For |
| 2.8 | Elect Director Natsuno, Takeshi | Management | For | For |
| 2.9 | Elect Director Iijima, Kazunobu | Management | For | For |
| 3.1 | Elect Director and Audit Committee Member Matsushima, Kunihiro | Management | For | For |
| 3.2 | Elect Director and Audit Committee Member Shima, Koichi | Management | For | For |
| 3.3 | Elect Director and Audit Committee Member Watanabe, Nobuyuki | Management | For | For |
| 4 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| 5 | Approve Transfer of Operations to Wholly Owned Subsidiary | Management | For | For |
| GUNGHO ONLINE ENTERTAINMENT, INC.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 3765
SECURITY ID: J18912105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Morishita, Kazuki | Management | For | For |
| 1.2 | Elect Director Sakai, Kazuya | Management | For | For |
| 1.3 | Elect Director Kitamura, Yoshinori | Management | For | For |
| 1.4 | Elect Director Yoshida, Koji | Management | For | For |
| 1.5 | Elect Director Ichikawa, Akihiko | Management | For | For |
| 1.6 | Elect Director Oba, Norikazu | Management | For | For |
| 1.7 | Elect Director Onishi, Hidetsugu | Management | For | For |
| 1.8 | Elect Director Miyakawa, Keiji | Management | For | For |
| 1.9 | Elect Director Tanaka, Susumu | Management | For | For |
| 1.10 | Elect Director Iwase, Hitomi | Management | For | For |
| 2 | Approve Performance-Based Cash Compensation Ceiling for Directors | Management | For | For |
| KAKAO GAMES CORP.
MEETING DATE: MAR 27, 2023 |
||||
|
TICKER: 293490
SECURITY ID: Y451A1104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Lim Seung-yeon as Outside Director | Management | For | For |
| 2.2 | Elect Robbins Seung-hun as Outside Director | Management | For | For |
| 3 | Elect Lim Seung-yeon as a Member of Audit Committee | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 5 | Approve Terms of Retirement Pay | Management | For | For |
| 6 | Approve Stock Option Grants | Management | For | For |
| KOEI TECMO HOLDINGS CO., LTD.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: 3635
SECURITY ID: J8239A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 50 | Management | For | For |
| 2.1 | Elect Director Erikawa, Keiko | Management | For | For |
| 2.2 | Elect Director Erikawa, Yoichi | Management | For | For |
| 2.3 | Elect Director Koinuma, Hisashi | Management | For | For |
| 2.4 | Elect Director Hayashi, Yosuke | Management | For | For |
| 2.5 | Elect Director Asano, Kenjiro | Management | For | For |
| 2.6 | Elect Director Erikawa, Mei | Management | For | For |
| 2.7 | Elect Director Kakihara, Yasuharu | Management | For | For |
| 2.8 | Elect Director Tejima, Masao | Management | For | For |
| 2.9 | Elect Director Kobayashi, Hiroshi | Management | For | For |
| 2.10 | Elect Director Sato, Tatsuo | Management | For | For |
| 2.11 | Elect Director Ogasawara, Michiaki | Management | For | For |
| 2.12 | Elect Director Hayashi, Fumiko | Management | For | For |
| KONAMI GROUP CORP.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: 9766
SECURITY ID: J3600L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kozuki, Kagemasa | Management | For | For |
| 1.2 | Elect Director Higashio, Kimihiko | Management | For | For |
| 1.3 | Elect Director Hayakawa, Hideki | Management | For | For |
| 1.4 | Elect Director Okita, Katsunori | Management | For | For |
| 1.5 | Elect Director Matsura, Yoshihiro | Management | For | For |
| 2.1 | Elect Director and Audit Committee Member Yamaguchi, Kaori | Management | For | For |
| 2.2 | Elect Director and Audit Committee Member Kubo, Kimito | Management | For | For |
| 2.3 | Elect Director and Audit Committee Member Higuchi, Yasushi | Management | For | For |
| KRAFTON, INC
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: 259960
SECURITY ID: Y0929C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Approve Stock Option Grants | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 4.1 | Elect Yoon Gu as Outside Director | Management | For | For |
| 4.2 | Elect Jang Byeong-gyu as Inside Director | Management | For | For |
| 4.3 | Elect Kim Chang-han as Inside Director | Management | For | For |
| 5 | Elect Jeong Bo-ra as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| MATTERPORT, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: MTTR
SECURITY ID: 577096100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason Krikorian | Management | For | Withhold |
| 1.2 | Elect Director Susan Repo | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MAXAR TECHNOLOGIES INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: MAXR
SECURITY ID: 57778K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | Against |
| MEITU, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: 1357
SECURITY ID: G5966D105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a | Elect Chen Jiarong as Director | Management | For | For |
| 2b | Elect Zhou Hao as Director | Management | For | For |
| 2c | Elect Kui Yingchun as Director | Management | For | For |
| 3 | Elect Hong Yupeng as Director | Management | For | For |
| 4 | Authorize Board to Fix the Remuneration of Directors | Management | For | For |
| 5 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 9 | Approve Final Dividend | Management | For | For |
| META PLATFORMS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: META
SECURITY ID: 30303M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | Withhold |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | Withhold |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| NAVER CORP.
MEETING DATE: MAR 22, 2023 |
||||
|
TICKER: 035420
SECURITY ID: Y62579100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Byeon Dae-gyu as Non-Independent Non-Executive Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| NCSOFT CORP.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 036570
SECURITY ID: Y6258Y104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Choi Young-ju as Outside Director | Management | For | For |
| 2.2 | Elect Choi Jae-cheon as Outside Director | Management | For | For |
| 3 | Elect Jeong Gyo-hwa as Audit Committee Member | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| NEMETSCHEK SE
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: NEM
SECURITY ID: D56134105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.45 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Kurt Dobitsch for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Bill Krouch for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Georg Nemetschek (until May 12, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Ruediger Herzog (until May 12, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Patricia Geibel-Conrad (from May 12, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Christine Schoeneweis (from May 25, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Andreas Soeffing (from May 25, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Gernot Strube (from May 12, 2022) for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Approve Virtual-Only Shareholder Meetings Until 2028 | Management | For | For |
| 7 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 8 | Approve Remuneration Report | Management | For | Against |
| NEOWIZ CO., LTD.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 095660
SECURITY ID: Y6250V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Lee Gi-won as Inside Director | Management | For | For |
| 2.2 | Elect Jeong Gi-young as Outside Director | Management | For | For |
| 2.3 | Elect Shin Gwang-hyeon as Outside Director | Management | For | For |
| 3 | Elect Song Jin-hyeong as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 4.1 | Elect Jeong Gi-young as a Member of Audit Committee | Management | For | For |
| 4.2 | Elect Shin Gwang-hyeon as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| NETEASE, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: 9999
SECURITY ID: 64110W102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect William Lei Ding as Director | Management | For | For |
| 1b | Elect Grace Hui Tang as Director | Management | For | For |
| 1c | Elect Alice Yu-Fen Cheng as Director | Management | For | For |
| 1d | Elect Joseph Tze Kay Tong as Director | Management | For | For |
| 1e | Elect Michael Man Kit Leung as Director | Management | For | Against |
| 2 | Ratify Appointment of PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors | Management | For | For |
| 3 | Amend Company's Amended and Restated Memorandum and Articles of Association | Management | For | For |
| 4 | Approve Amended and Restated 2019 Share Incentive Plan | Management | For | Against |
| NETMARBLE CORP.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: 251270
SECURITY ID: Y6S5CG100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Bang Jun-hyeok as Inside Director | Management | For | For |
| 3.2 | Elect Kwon Young-sik as Inside Director | Management | For | For |
| 3.3 | Elect Doh Gi-wook as Inside Director | Management | For | For |
| 3.4 | Elect Yanli Piao as Non-Independent Non-Executive Director | Management | For | For |
| 3.5 | Elect Yoon Dae-gyun as Outside Director | Management | For | For |
| 3.6 | Elect Lee Dong-heon as Outside Director | Management | For | For |
| 3.7 | Elect Hwang Deuk-su as Outside Director | Management | For | For |
| 4.1 | Elect Yoon Dae-gyun as a Member of Audit Committee | Management | For | For |
| 4.2 | Elect Lee Dong-heon as a Member of Audit Committee | Management | For | For |
| 4.3 | Elect Hwang Deuk-su as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| NEXON CO., LTD.
MEETING DATE: MAR 24, 2023 |
||||
|
TICKER: 3659
SECURITY ID: J4914X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Owen Mahoney | Management | For | Against |
| 1.2 | Elect Director Uemura, Shiro | Management | For | For |
| 1.3 | Elect Director Junghun Lee | Management | For | For |
| 1.4 | Elect Director Patrick Soderlund | Management | For | For |
| 1.5 | Elect Director Mitchell Lasky | Management | For | For |
| 2 | Approve Deep Discount Stock Option Plan | Management | For | For |
| NEXTDC LTD.
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: NXT
SECURITY ID: Q6750Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Report | Management | For | For |
| 2 | Elect Gregory J Clark as Director | Management | For | For |
| 3 | Elect Jennifer M Lambert as Director | Management | For | For |
| 4 | Elect Stephen M Smith as Director | Management | For | For |
| 5 | Approve Grant of Performance Rights to Craig Scroggie | Management | For | For |
| NINTENDO CO., LTD.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 7974
SECURITY ID: J51699106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 123 | Management | For | For |
| 2.1 | Elect Director Furukawa, Shuntaro | Management | For | For |
| 2.2 | Elect Director Miyamoto, Shigeru | Management | For | For |
| 2.3 | Elect Director Takahashi, Shinya | Management | For | For |
| 2.4 | Elect Director Shibata, Satoru | Management | For | For |
| 2.5 | Elect Director Shiota, Ko | Management | For | For |
| 2.6 | Elect Director Chris Meledandri | Management | For | For |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PEARLABYSS CORP.
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: 263750
SECURITY ID: Y6803R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Lee Seon-hui as Outside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | Against |
| 4 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Management | For | For |
| PTC INC.
MEETING DATE: FEB 16, 2023 |
||||
|
TICKER: PTC
SECURITY ID: 69370C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Benjamin | Management | For | For |
| 1.2 | Elect Director Janice Chaffin | Management | For | For |
| 1.3 | Elect Director Amar Hanspal | Management | For | For |
| 1.4 | Elect Director James Heppelmann | Management | For | For |
| 1.5 | Elect Director Michal Katz | Management | For | For |
| 1.6 | Elect Director Paul Lacy | Management | For | For |
| 1.7 | Elect Director Corinna Lathan | Management | For | For |
| 1.8 | Elect Director Blake Moret | Management | For | For |
| 1.9 | Elect Director Robert Schechter | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ROBLOX CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: RBLX
SECURITY ID: 771049103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Baszucki | Management | For | Withhold |
| 1.2 | Elect Director Gregory Baszucki | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SOHU.COM LIMITED
MEETING DATE: SEP 14, 2022 |
||||
|
TICKER: SOHU
SECURITY ID: 83410S108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Zhang | Management | For | For |
| 1.2 | Elect Director Zhonghan Deng | Management | For | For |
| 1.3 | Elect Director Dave De Yang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers Zhong Tian LLP as Auditors | Management | For | For |
| SQUARE ENIX HOLDINGS CO., LTD.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: 9684
SECURITY ID: J7659R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kiryu, Takashi | Management | For | For |
| 1.2 | Elect Director Kitase, Yoshinori | Management | For | For |
| 1.3 | Elect Director Miyake, Yu | Management | For | For |
| 1.4 | Elect Director Ogawa, Masato | Management | For | For |
| 1.5 | Elect Director Okamoto, Mitsuko | Management | For | For |
| 1.6 | Elect Director Abdullah Aldawood | Management | For | For |
| 1.7 | Elect Director Takano, Naoto | Management | For | For |
| SUPER MICRO COMPUTER, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: SMCI
SECURITY ID: 86800U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles Liang | Management | For | For |
| 1b | Elect Director Sherman Tuan | Management | For | For |
| 1c | Elect Director Tally Liu | 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 |
| TAKE-TWO INTERACTIVE SOFTWARE, INC.
MEETING DATE: SEP 16, 2022 |
||||
|
TICKER: TTWO
SECURITY ID: 874054109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Strauss Zelnick | Management | For | For |
| 1b | Elect Director Michael Dornemann | Management | For | For |
| 1c | Elect Director J Moses | Management | For | For |
| 1d | Elect Director Michael Sheresky | Management | For | For |
| 1e | Elect Director LaVerne Srinivasan | Management | For | For |
| 1f | Elect Director Susan Tolson | Management | For | For |
| 1g | Elect Director Paul Viera | Management | For | For |
| 1h | Elect Director Roland Hernandez | Management | For | For |
| 1i | Elect Director William "Bing" Gordon | Management | For | For |
| 1j | Elect Director Ellen Siminoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TENCENT HOLDINGS LIMITED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: 700
SECURITY ID: G87572163
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a | Elect Jacobus Petrus (Koos) Bekker as Director | Management | For | For |
| 3b | Elect Zhang Xiulan as Director | Management | For | For |
| 3c | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| TENCENT HOLDINGS LIMITED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: 700
SECURITY ID: G87572163
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Adopt 2023 Share Option Scheme | Management | For | Against |
| 1b | Approve Transfer of Share Options | Management | For | Against |
| 1c | Approve Termination of the Existing Share Option Scheme | Management | For | Against |
| 2 | Approve Scheme Mandate Limit (Share Option) under the 2023 Share Option Scheme | Management | For | Against |
| 3 | Approve Service Provider Sublimit (Share Option) under the 2023 Share Option Scheme | Management | For | Against |
| 4a | Adopt 2023 Share Award Scheme | Management | For | Against |
| 4b | Approve Transfer of Share Awards | Management | For | Against |
| 4c | Approve Termination of the Existing Share Award Schemes | Management | For | Against |
| 5 | Approve Scheme Mandate Limit (Share Award) under the 2023 Share Award Scheme | Management | For | Against |
| 6 | Approve Scheme Mandate Limit (New Shares Share Award) under the 2023 Share Award Scheme | Management | For | Against |
| 7 | Approve Service Provider Sublimit (New Shares Share Award) under the 2023 Share Award Scheme | Management | For | Against |
| UBISOFT ENTERTAINMENT SA
MEETING DATE: JUL 05, 2022 |
||||
|
TICKER: UBI
SECURITY ID: F9396N106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Treatment of Losses | Management | For | For |
| 3 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Yves Guillemot, Chairman and CEO | Management | For | For |
| 7 | Approve Compensation of Claude Guillemot, Vice-CEO | Management | For | For |
| 8 | Approve Compensation of Michel Guillemot, Vice-CEO | Management | For | For |
| 9 | Approve Compensation of Gerard Guillemot, Vice-CEO | Management | For | For |
| 10 | Approve Compensation of Christian Guillemot, Vice-CEO | Management | For | For |
| 11 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 12 | Approve Remuneration Policy of Vice-CEOs | Management | For | For |
| 13 | Approve Remuneration Policy of Directors | Management | For | For |
| 14 | Elect Claude France as Director | Management | For | For |
| 15 | Approve Remuneration of Directors in the Aggregate Amount of EUR 850,000 | Management | For | For |
| 16 | Renew Appointment of Mazars SA as Auditor | Management | For | For |
| 17 | Acknowledge End of Mandate of CBA SARL as Alternate Auditor and Decision Not to Replace and Renew | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 20 | Authorize Capitalization of Reserves of Up to EUR 10 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 21 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 2.4 Million | Management | For | For |
| 22 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 950,000 | Management | For | For |
| 23 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 950,000 | Management | For | For |
| 24 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 25 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 26 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and/or Corporate Officers of International Subsidiaries | Management | For | For |
| 27 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans, Reserved for Specific Beneficiaries | Management | For | For |
| 28 | Authorize up to 4.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 29 | Authorize up to 0.20 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Executive Corporate Officers | Management | For | For |
| 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 3.5 Million | Management | For | For |
| 31 | Amend Articles 4, 5, 7 of Bylaws Re: Preference Shares | Management | For | For |
| 32 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| UNITY SOFTWARE INC.
MEETING DATE: OCT 07, 2022 |
||||
|
TICKER: U
SECURITY ID: 91332U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| UNITY SOFTWARE INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: U
SECURITY ID: 91332U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tomer Bar-Zeev | Management | For | For |
| 1.2 | Elect Director Mary Schmidt Campbell | Management | For | Withhold |
| 1.3 | Elect Director Keisha Smith-Jeremie | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| WEMADE CO., LTD.
MEETING DATE: MAR 31, 2023 |
||||
|
TICKER: 112040
SECURITY ID: Y9534D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Jang Hyeon-guk as Inside Director | Management | For | For |
| 3.1 | Elect Kim Young-ho as Outside Director | Management | For | For |
| 3.2 | Elect Lee Seon-hye as Outside Director | Management | For | For |
| 4 | Approve Stock Option Grants | Management | For | For |
| 5 | Approve Terms of Retirement Pay | Management | For | For |
| 6 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | Against |
| 7 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Management | For | For |
| XD, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: 2400
SECURITY ID: G9830N109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Elect Huang Yimeng as Director | Management | For | For |
| 2.2 | Elect Liu Wei as Director | Management | For | For |
| 2.3 | Elect Liu Qianli as Director | Management | For | For |
| 2.4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 3 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 5 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 7 | Adopt Amended and Restated Memorandum and Articles of Association and Related Transactions | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MOMENTUM FACTOR ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABBVIE INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ABBV
SECURITY ID: 00287Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ATVI
SECURITY ID: 00507V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| AFLAC INCORPORATED
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: AFL
SECURITY ID: 001055102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Miwako Hosoda | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| AGREE REALTY CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ADC
SECURITY ID: 008492100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Merrie S. Frankel | Management | For | For |
| 1.2 | Elect Director John Rakolta, Jr. | Management | For | For |
| 1.3 | Elect Director Jerome Rossi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALBEMARLE CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: ALB
SECURITY ID: 012653101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Lauren Brlas | Management | For | For |
| 1b | Elect Director Ralf H. Cramer | Management | For | For |
| 1c | Elect Director J. Kent Masters, Jr. | Management | For | For |
| 1d | Elect Director Glenda J. Minor | Management | For | For |
| 1e | Elect Director James J. O'Brien | Management | For | For |
| 1f | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1g | Elect Director Dean L. Seavers | Management | For | For |
| 1h | Elect Director Gerald A. Steiner | Management | For | For |
| 1i | Elect Director Holly A. Van Deursen | Management | For | For |
| 1j | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| AMDOCS LIMITED
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: DOX
SECURITY ID: G02602103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director Rafael de la Vega | Management | For | For |
| 1.4 | Elect Director Eli Gelman | Management | For | For |
| 1.5 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.6 | Elect Director John A. MacDonald | Management | For | For |
| 1.7 | Elect Director Shuky Sheffer | Management | For | For |
| 1.8 | Elect Director Yvette Kanouff | Management | For | For |
| 1.9 | Elect Director Sarah Ruth Davis | Management | For | For |
| 1.10 | Elect Director Amos Genish | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AMERICAN ELECTRIC POWER COMPANY, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: AEP
SECURITY ID: 025537101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas K. Akins | Management | For | For |
| 1.2 | Elect Director J. Barnie Beasley, Jr. | Management | For | For |
| 1.3 | Elect Director Ben Fowke | Management | For | For |
| 1.4 | Elect Director Art A. Garcia | Management | For | For |
| 1.5 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.6 | Elect Director Donna A. James | Management | For | For |
| 1.7 | Elect Director Sandra Beach Lin | Management | For | For |
| 1.8 | Elect Director Margaret M. McCarthy | Management | For | For |
| 1.9 | Elect Director Oliver G. 'Rick' Richard, III | Management | For | For |
| 1.10 | Elect Director Daryl Roberts | Management | For | For |
| 1.11 | Elect Director Julia A. Sloat | Management | For | For |
| 1.12 | Elect Director Sara Martinez Tucker | Management | For | For |
| 1.13 | Elect Director Lewis Von Thaer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Reduce Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN TOWER CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMT
SECURITY ID: 03027X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMGEN INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: AMGN
SECURITY ID: 031162100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AON PLC
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: AON
SECURITY ID: G0403H108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.8 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.9 | Elect Director Gloria Santona | Management | For | For |
| 1.10 | Elect Director Sarah E. Smith | Management | For | For |
| 1.11 | Elect Director Byron O. Spruell | Management | For | For |
| 1.12 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Amend Omnibus Plan | Management | For | For |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| ARCHER-DANIELS-MIDLAND COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ADM
SECURITY ID: 039483102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael S. Burke | Management | For | For |
| 1b | Elect Director Theodore Colbert | Management | For | For |
| 1c | Elect Director James C. Collins, Jr. | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Ellen de Brabander | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Juan R. Luciano | Management | For | For |
| 1h | Elect Director Patrick J. Moore | Management | For | For |
| 1i | Elect Director Debra A. Sandler | Management | For | For |
| 1j | Elect Director Lei Z. Schlitz | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| ARTHUR J. GALLAGHER & CO.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: AJG
SECURITY ID: 363576109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| AT&T INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: T
SECURITY ID: 00206R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| ATI, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ATI
SECURITY ID: 01741R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Brett Harvey | Management | For | For |
| 1.2 | Elect Director James C. Diggs | Management | For | For |
| 1.3 | Elect Director David J. Morehouse | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AUTOMATIC DATA PROCESSING, INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ADP
SECURITY ID: 053015103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director David V. Goeckeler | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| AUTOZONE, INC.
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: AZO
SECURITY ID: 053332102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BERKSHIRE HATHAWAY INC.
MEETING DATE: MAY 06, 2023 |
||||
|
TICKER: BRK.B
SECURITY ID: 084670702
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | Withhold |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | Withhold |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.11 | Elect Director Ajit Jain | Management | For | For |
| 1.12 | Elect Director Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Report on Physical and Transitional Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 5 | Report on Audit Committee's Oversight on Climate Risks and Disclosures | Shareholder | Against | For |
| 6 | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Shareholder | Against | For |
| 7 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BMY
SECURITY ID: 110122108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| CADENCE DESIGN SYSTEMS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CDNS
SECURITY ID: 127387108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CATERPILLAR INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: CAT
SECURITY ID: 149123101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CENTENE CORPORATION
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | Against |
| CF INDUSTRIES HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CF
SECURITY ID: 125269100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHEVRON CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: CVX
SECURITY ID: 166764100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CHUBB LIMITED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CB
SECURITY ID: H1467J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2.1 | Allocate Disposable Profit | Management | For | Did Not Vote |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board of Directors | Management | For | Did Not Vote |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | Did Not Vote |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | Did Not Vote |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | Did Not Vote |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | Did Not Vote |
| 5.2 | Elect Director Michael P. Connors | Management | For | Did Not Vote |
| 5.3 | Elect Director Michael G. Atieh | Management | For | Did Not Vote |
| 5.4 | Elect Director Kathy Bonanno | Management | For | Did Not Vote |
| 5.5 | Elect Director Nancy K. Buese | Management | For | Did Not Vote |
| 5.6 | Elect Director Sheila P. Burke | Management | For | Did Not Vote |
| 5.7 | Elect Director Michael L. Corbat | Management | For | Did Not Vote |
| 5.8 | Elect Director Robert J. Hugin | Management | For | Did Not Vote |
| 5.9 | Elect Director Robert W. Scully | Management | For | Did Not Vote |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | Did Not Vote |
| 5.11 | Elect Director David H. Sidwell | Management | For | Did Not Vote |
| 5.12 | Elect Director Olivier Steimer | Management | For | Did Not Vote |
| 5.13 | Elect Director Frances F. Townsend | Management | For | Did Not Vote |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Did Not Vote |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | Did Not Vote |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | Did Not Vote |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | Did Not Vote |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | Did Not Vote |
| 10.1 | Cancel Repurchased Shares | Management | For | Did Not Vote |
| 10.2 | Reduction of Par Value | Management | For | Did Not Vote |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | Did Not Vote |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | Did Not Vote |
| 11.3 | Approve Remuneration Report | Management | For | Did Not Vote |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Did Not Vote |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Did Not Vote |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSOLIDATED EDISON, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: ED
SECURITY ID: 209115104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Cawley | Management | For | For |
| 1.2 | Elect Director Ellen V. Futter | Management | For | For |
| 1.3 | Elect Director John F. Killian | Management | For | For |
| 1.4 | Elect Director Karol V. Mason | Management | For | For |
| 1.5 | Elect Director Dwight A. McBride | Management | For | For |
| 1.6 | Elect Director William J. Mulrow | Management | For | For |
| 1.7 | Elect Director Armando J. Olivera | Management | For | For |
| 1.8 | Elect Director Michael W. Ranger | Management | For | For |
| 1.9 | Elect Director Linda S. Sanford | Management | For | For |
| 1.10 | Elect Director Deirdre Stanley | Management | For | For |
| 1.11 | Elect Director L. Frederick Sutherland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| CONSTELLATION ENERGY CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CEG
SECURITY ID: 21037T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Dominguez | Management | For | For |
| 1.2 | Elect Director Julie Holzrichter | Management | For | For |
| 1.3 | Elect Director Ashish Khandpur | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CORTEVA, INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: CTVA
SECURITY ID: 22052L104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lamberto Andreotti | Management | For | For |
| 1b | Elect Director Klaus A. Engel | Management | For | For |
| 1c | Elect Director David C. Everitt | Management | For | For |
| 1d | Elect Director Janet P. Giesselman | Management | For | For |
| 1e | Elect Director Karen H. Grimes | Management | For | For |
| 1f | Elect Director Michael O. Johanns | Management | For | For |
| 1g | Elect Director Rebecca B. Liebert | Management | For | For |
| 1h | Elect Director Marcos M. Lutz | Management | For | For |
| 1i | Elect Director Charles V. Magro | Management | For | For |
| 1j | Elect Director Nayaki R. Nayyar | Management | For | For |
| 1k | Elect Director Gregory R. Page | Management | For | For |
| 1l | Elect Director Kerry J. Preete | Management | For | For |
| 1m | Elect Director Patrick J. Ward | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COSTAR GROUP, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CSGP
SECURITY ID: 22160N109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael R. Klein | Management | For | For |
| 1b | Elect Director Andrew C. Florance | Management | For | For |
| 1c | Elect Director Michael J. Glosserman | Management | For | For |
| 1d | Elect Director John W. Hill | Management | For | For |
| 1e | Elect Director Laura Cox Kaplan | Management | For | For |
| 1f | Elect Director Robert W. Musslewhite | Management | For | For |
| 1g | Elect Director Christopher J. Nassetta | Management | For | For |
| 1h | Elect Director Louise S. Sams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| COSTCO WHOLESALE CORPORATION
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: COST
SECURITY ID: 22160K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| DEERE & COMPANY
MEETING DATE: FEB 22, 2023 |
||||
|
TICKER: DE
SECURITY ID: 244199105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| DOLLAR GENERAL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: DG
SECURITY ID: 256677105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| DUKE REALTY CORPORATION
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: DRE
SECURITY ID: 264411505
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | Against |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | Against |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| ENPHASE ENERGY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ENPH
SECURITY ID: 29355A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | For |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EQUINIX, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EQIX
SECURITY ID: 29444U700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| EXLSERVICE HOLDINGS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: EXLS
SECURITY ID: 302081104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vikram Pandit | Management | For | For |
| 1b | Elect Director Rohit Kapoor | Management | For | For |
| 1c | Elect Director Andreas Fibig | Management | For | For |
| 1d | Elect Director Som Mittal | Management | For | For |
| 1e | Elect Director Kristy Pipes | Management | For | For |
| 1f | Elect Director Nitin Sahney | Management | For | For |
| 1g | Elect Director Jaynie Studenmund | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Forward Stock Split | Management | For | For |
| 6 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Abstain |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FIRST HORIZON CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FHN
SECURITY ID: 320517105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Harry V. Barton, Jr. | Management | For | For |
| 1.2 | Elect Director John N. Casbon | Management | For | For |
| 1.3 | Elect Director John C. Compton | Management | For | For |
| 1.4 | Elect Director Wendy P. Davidson | Management | For | For |
| 1.5 | Elect Director William H. Fenstermaker | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director J. Michael Kemp, Sr. | Management | For | For |
| 1.8 | Elect Director Rick E. Maples | Management | For | For |
| 1.9 | Elect Director Vicki R. Palmer | Management | For | For |
| 1.10 | Elect Director Colin V. Reed | Management | For | For |
| 1.11 | Elect Director E. Stewart Shea, III | Management | For | For |
| 1.12 | Elect Director Cecelia D. Stewart | Management | For | For |
| 1.13 | Elect Director Rosa Sugranes | Management | For | For |
| 1.14 | Elect Director R. Eugene Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRST SOLAR, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FSLR
SECURITY ID: 336433107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Ahearn | Management | For | For |
| 1.2 | Elect Director Richard D. Chapman | Management | For | For |
| 1.3 | Elect Director Anita Marangoly George | Management | For | For |
| 1.4 | Elect Director George A. ("Chip") Hambro | Management | For | For |
| 1.5 | Elect Director Molly E. Joseph | Management | For | For |
| 1.6 | Elect Director Craig Kennedy | Management | For | For |
| 1.7 | Elect Director Lisa A. Kro | Management | For | For |
| 1.8 | Elect Director William J. Post | Management | For | For |
| 1.9 | Elect Director Paul H. Stebbins | Management | For | For |
| 1.10 | Elect Director Michael T. Sweeney | Management | For | For |
| 1.11 | Elect Director Mark R. Widmar | Management | For | For |
| 1.12 | Elect Director Norman L. Wright | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FISERV, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FISV
SECURITY ID: 337738108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GLPI
SECURITY ID: 36467J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter M. Carlino | Management | For | For |
| 1.2 | Elect Director JoAnne A. Epps | Management | For | For |
| 1.3 | Elect Director Carol 'Lili' Lynton | Management | For | For |
| 1.4 | Elect Director Joseph W. Marshall, III | Management | For | For |
| 1.5 | Elect Director James B. Perry | Management | For | For |
| 1.6 | Elect Director Barry F. Schwartz | Management | For | For |
| 1.7 | Elect Director Earl C. Shanks | Management | For | For |
| 1.8 | Elect Director E. Scott Urdang | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GARTNER, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: IT
SECURITY ID: 366651107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter E. Bisson | Management | For | For |
| 1b | Elect Director Richard J. Bressler | Management | For | For |
| 1c | Elect Director Raul E. Cesan | Management | For | For |
| 1d | Elect Director Karen E. Dykstra | Management | For | For |
| 1e | Elect Director Diana S. Ferguson | Management | For | For |
| 1f | Elect Director Anne Sutherland Fuchs | Management | For | For |
| 1g | Elect Director William O. Grabe | Management | For | For |
| 1h | Elect Director Jose M. Gutierrez | Management | For | For |
| 1i | Elect Director Eugene A. Hall | Management | For | For |
| 1j | Elect Director Stephen G. Pagliuca | Management | For | For |
| 1k | Elect Director Eileen M. Serra | Management | For | For |
| 1l | Elect Director James C. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| GENERAL DYNAMICS CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GD
SECURITY ID: 369550108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard D. Clarke | Management | For | For |
| 1b | Elect Director James S. Crown | Management | For | For |
| 1c | Elect Director Rudy F. deLeon | Management | For | For |
| 1d | Elect Director Cecil D. Haney | Management | For | For |
| 1e | Elect Director Mark M. Malcolm | Management | For | For |
| 1f | Elect Director James N. Mattis | Management | For | For |
| 1g | Elect Director Phebe N. Novakovic | Management | For | For |
| 1h | Elect Director C. Howard Nye | Management | For | For |
| 1i | Elect Director Catherine B. Reynolds | Management | For | For |
| 1j | Elect Director Laura J. Schumacher | Management | For | For |
| 1k | Elect Director Robert K. Steel | Management | For | For |
| 1l | Elect Director John G. Stratton | Management | For | For |
| 1m | Elect Director Peter A. Wall | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| GENUINE PARTS COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: GPC
SECURITY ID: 372460105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth W. Camp | Management | For | For |
| 1.2 | Elect Director Richard Cox, Jr. | Management | For | For |
| 1.3 | Elect Director Paul D. Donahue | Management | For | For |
| 1.4 | Elect Director Gary P. Fayard | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 1.6 | Elect Director John R. Holder | Management | For | For |
| 1.7 | Elect Director Donna W. Hyland | Management | For | For |
| 1.8 | Elect Director John D. Johns | Management | For | For |
| 1.9 | Elect Director Jean-Jacques Lafont | Management | For | For |
| 1.10 | Elect Director Robert C. "Robin" Loudermilk, Jr. | Management | For | For |
| 1.11 | Elect Director Wendy B. Needham | Management | For | For |
| 1.12 | Elect Director Juliette W. Pryor | Management | For | For |
| 1.13 | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GILEAD SCIENCES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GILD
SECURITY ID: 375558103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Jeffrey A. Bluestone | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 1d | Elect Director Kelly A. Kramer | Management | For | For |
| 1e | Elect Director Kevin E. Lofton | Management | For | For |
| 1f | Elect Director Harish Manwani | Management | For | For |
| 1g | Elect Director Daniel P. O'Day | Management | For | For |
| 1h | Elect Director Javier J. Rodriguez | Management | For | For |
| 1i | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require More Director Nominations Than Open Seats | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| H&R BLOCK, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: HRB
SECURITY ID: 093671105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sean H. Cohan | Management | For | For |
| 1b | Elect Director Robert A. Gerard | Management | For | For |
| 1c | Elect Director Anuradha (Anu) Gupta | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Mia F. Mends | Management | For | For |
| 1g | Elect Director Yolande G. Piazza | Management | For | For |
| 1h | Elect Director Victoria J. Reich | Management | For | For |
| 1i | Elect Director Matthew E. Winter | 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 |
| HESS CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HES
SECURITY ID: 42809H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HONEYWELL INTERNATIONAL INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: HON
SECURITY ID: 438516106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Environmental Justice Report | Shareholder | Against | Against |
| HOST HOTELS & RESORTS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HST
SECURITY ID: 44107P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Diana M. Laing | Management | For | For |
| 1.4 | Elect Director Richard E. Marriott | Management | For | For |
| 1.5 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.6 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.7 | Elect Director James F. Risoleo | Management | For | For |
| 1.8 | Elect Director Gordon H. Smith | Management | For | For |
| 1.9 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUBBELL INCORPORATED
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: HUBB
SECURITY ID: 443510607
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Director Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Director Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Director Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Director Neal J. Keating | Management | For | For |
| 1.6 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.7 | Elect Director John F. Malloy | Management | For | For |
| 1.8 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect Director John G. Russell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| INTERNATIONAL BUSINESS MACHINES CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: IBM
SECURITY ID: 459200101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | Against |
| IRIDIUM COMMUNICATIONS INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: IRDM
SECURITY ID: 46269C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert H. Niehaus | Management | For | For |
| 1.2 | Elect Director Thomas C. Canfield | Management | For | For |
| 1.3 | Elect Director Matthew J. Desch | Management | For | For |
| 1.4 | Elect Director Thomas J. Fitzpatrick | Management | For | For |
| 1.5 | Elect Director L. Anthony Frazier | Management | For | For |
| 1.6 | Elect Director Jane L. Harman | Management | For | For |
| 1.7 | Elect Director Alvin B. Krongard | Management | For | For |
| 1.8 | Elect Director Suzanne E. McBride | Management | For | For |
| 1.9 | Elect Director Eric T. Olson | Management | For | For |
| 1.10 | Elect Director Parker W. Rush | Management | For | For |
| 1.11 | Elect Director Kay N. Sears | Management | For | For |
| 1.12 | Elect Director Jacqueline E. Yeaney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| IRON MOUNTAIN INCORPORATED
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: IRM
SECURITY ID: 46284V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Allerton | Management | For | For |
| 1b | Elect Director Pamela M. Arway | Management | For | For |
| 1c | Elect Director Clarke H. Bailey | Management | For | For |
| 1d | Elect Director Kent P. Dauten | Management | For | For |
| 1e | Elect Director Monte Ford | Management | For | For |
| 1f | Elect Director Robin L. Matlock | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Wendy J. Murdock | Management | For | For |
| 1i | Elect Director Walter C. Rakowich | Management | For | For |
| 1j | Elect Director Doyle R. Simons | 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 |
| JACK HENRY & ASSOCIATES, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: JKHY
SECURITY ID: 426281101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David B. Foss | Management | For | For |
| 1.2 | Elect Director Matthew C. Flanigan | Management | For | For |
| 1.3 | Elect Director Thomas H. Wilson, Jr. | Management | For | For |
| 1.4 | Elect Director Jacque R. Fiegel | Management | For | For |
| 1.5 | Elect Director Thomas A. Wimsett | Management | For | For |
| 1.6 | Elect Director Laura G. Kelly | Management | For | For |
| 1.7 | Elect Director Shruti S. Miyashiro | Management | For | For |
| 1.8 | Elect Director Wesley A. Brown | Management | For | For |
| 1.9 | Elect Director Curtis A. Campbell | 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 & JOHNSON
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JNJ
SECURITY ID: 478160104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Abstain |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JPMORGAN CHASE & CO.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JPM
SECURITY ID: 46625H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| LINDE PLC
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| LPL FINANCIAL HOLDINGS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LPLA
SECURITY ID: 50212V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dan H. Arnold | Management | For | For |
| 1b | Elect Director Edward C. Bernard | Management | For | For |
| 1c | Elect Director H. Paulett Eberhart | Management | For | For |
| 1d | Elect Director William F. Glavin, Jr. | Management | For | For |
| 1e | Elect Director Albert J. Ko | Management | For | For |
| 1f | Elect Director Allison H. Mnookin | Management | For | For |
| 1g | Elect Director Anne M. Mulcahy | Management | For | For |
| 1h | Elect Director James S. Putnam | Management | For | For |
| 1i | Elect Director Richard P. Schifter | Management | For | For |
| 1j | Elect Director Corey E. Thomas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARATHON PETROLEUM CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: MPC
SECURITY ID: 56585A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Michael Stice | Management | For | For |
| 1.2 | Elect Director John P. Surma | Management | For | For |
| 1.3 | Elect Director Susan Tomasky | Management | For | For |
| 1.4 | Elect Director Toni Townes-Whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Approve Increase in Size of Board | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Amend Compensation Clawback Policy | Shareholder | Against | Against |
| 9 | Report on Just Transition | Shareholder | Against | Against |
| 10 | Report on Asset Retirement Obligation | Shareholder | Against | Against |
| MARSH & MCLENNAN COMPANIES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MMC
SECURITY ID: 571748102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MCDONALD'S CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MCD
SECURITY ID: 580135101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MCKESSON CORPORATION
MEETING DATE: JUL 22, 2022 |
||||
|
TICKER: MCK
SECURITY ID: 58155Q103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Carmona | Management | For | For |
| 1b | Elect Director Dominic J. Caruso | Management | For | For |
| 1c | Elect Director W. Roy Dunbar | Management | For | For |
| 1d | Elect Director James H. Hinton | Management | For | For |
| 1e | Elect Director Donald R. Knauss | Management | For | For |
| 1f | Elect Director Bradley E. Lerman | Management | For | For |
| 1g | Elect Director Linda P. Mantia | Management | For | For |
| 1h | Elect Director Maria Martinez | Management | For | For |
| 1i | Elect Director Susan R. Salka | Management | For | For |
| 1j | Elect Director Brian S. Tyler | Management | For | For |
| 1k | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | Against |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MRK
SECURITY ID: 58933Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MONSTER BEVERAGE CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: MNST
SECURITY ID: 61174X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney C. Sacks | Management | For | For |
| 1.2 | Elect Director Hilton H. Schlosberg | Management | For | For |
| 1.3 | Elect Director Mark J. Hall | Management | For | For |
| 1.4 | Elect Director Ana Demel | Management | For | For |
| 1.5 | Elect Director James L. Dinkins | Management | For | For |
| 1.6 | Elect Director Gary P. Fayard | Management | For | For |
| 1.7 | Elect Director Tiffany M. Hall | Management | For | For |
| 1.8 | Elect Director Jeanne P. Jackson | Management | For | For |
| 1.9 | Elect Director Steven G. Pizula | Management | For | For |
| 1.10 | Elect Director Mark S. Vidergauz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MOTOROLA SOLUTIONS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MSI
SECURITY ID: 620076307
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory Q. Brown | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Egon P. Durban | Management | For | For |
| 1d | Elect Director Ayanna M. Howard | Management | For | For |
| 1e | Elect Director Clayton M. Jones | Management | For | For |
| 1f | Elect Director Judy C. Lewent | Management | For | For |
| 1g | Elect Director Gregory K. Mondre | Management | For | For |
| 1h | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MURPHY USA INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MUSA
SECURITY ID: 626755102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claiborne P. Deming | Management | For | For |
| 1b | Elect Director Jeanne L. Phillips | Management | For | For |
| 1c | Elect Director Jack T. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NNN
SECURITY ID: 637417106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela K.M. Beall | Management | For | For |
| 1b | Elect Director Steven D. Cosler | Management | For | For |
| 1c | Elect Director David M. Fick | Management | For | For |
| 1d | Elect Director Edward J. Fritsch | Management | For | For |
| 1e | Elect Director Elizabeth C. Gulacsy | Management | For | For |
| 1f | Elect Director Kevin B. Habicht | Management | For | For |
| 1g | Elect Director Betsy D. Holden | Management | For | For |
| 1h | Elect Director Stephen A. Horn, Jr. | Management | For | For |
| 1i | Elect Director Kamau O. Witherspoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NETFLIX, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NFLX
SECURITY ID: 64110L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | For |
| NEXTERA ENERGY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NEE
SECURITY ID: 65339F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| NORTHROP GRUMMAN CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOC
SECURITY ID: 666807102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NUCOR CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NUE
SECURITY ID: 670346105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norma B. Clayton | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Michael W. Lamach | Management | For | For |
| 1.6 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.7 | Elect Director Leon J. Topalian | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| O'REILLY AUTOMOTIVE, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ORLY
SECURITY ID: 67103H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: OXY
SECURITY ID: 674599105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OMNICOMGROUP INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: OMC
SECURITY ID: 681919106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Wren | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1.4 | Elect Director Mark D. Gerstein | Management | For | For |
| 1.5 | Elect Director Ronnie S. Hawkins | Management | For | For |
| 1.6 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.7 | Elect Director Gracia C. Martore | Management | For | For |
| 1.8 | Elect Director Patricia Salas Pineda | Management | For | For |
| 1.9 | Elect Director Linda Johnson Rice | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ORMAT TECHNOLOGIES, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ORA
SECURITY ID: 686688102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Isaac Angel | Management | For | For |
| 1B | Elect Director Karin Corfee | Management | For | For |
| 1C | Elect Director David Granot | Management | For | For |
| 1D | Elect Director Michal Marom | Management | For | For |
| 1E | Elect Director Mike Nikkel | Management | For | For |
| 1F | Elect Director Dafna Sharir | Management | For | For |
| 1G | Elect Director Stanley B. Stern | Management | For | For |
| 1H | Elect Director Hidetake Takahashi | Management | For | For |
| 1I | Elect Director Byron G. Wong | Management | For | For |
| 2 | Ratify Kesselman & Kesselman 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 |
| PALO ALTO NETWORKS, INC.
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: PANW
SECURITY ID: 697435105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Helene D. Gayle | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| PAYCHEX, INC.
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: PAYX
SECURITY ID: 704326107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PBF ENERGY INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PBF
SECURITY ID: 69318G106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Nimbley | Management | For | For |
| 1b | Elect Director Spencer Abraham | Management | For | For |
| 1c | Elect Director Wayne Budd | Management | For | For |
| 1d | Elect Director Paul J. Donahue, Jr. | Management | For | For |
| 1e | Elect Director S. Eugene Edwards | Management | For | For |
| 1f | Elect Director Georganne Hodges | Management | For | For |
| 1g | Elect Director Kimberly S. Lubel | Management | For | For |
| 1h | Elect Director George E. Ogden | Management | For | For |
| 1i | Elect Director Damian W. Wilmot | Management | For | For |
| 1j | Elect Director Lawrence Ziemba | 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 |
| PEPSICO, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PEP
SECURITY ID: 713448108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Jennifer Bailey | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Susan M. Diamond | Management | For | For |
| 1g | Elect Director Dina Dublon | Management | For | For |
| 1h | Elect Director Michelle Gass | Management | For | For |
| 1i | Elect Director Ramon L. Laguarta | Management | For | For |
| 1j | Elect Director Dave J. Lewis | Management | For | For |
| 1k | Elect Director David C. Page | Management | For | For |
| 1l | Elect Director Robert C. Pohlad | Management | For | For |
| 1m | Elect Director Daniel Vasella | Management | For | For |
| 1n | Elect Director Darren Walker | Management | For | For |
| 1o | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 8 | Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Against | Against |
| PG&E CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: PCG
SECURITY ID: 69331C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| PROLOGIS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| QUANTA SERVICES, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: PWR
SECURITY ID: 74762E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director Vincent D. Poster | Management | For | For |
| 1.4 | Elect Director Bernard Fried | Management | For | For |
| 1.5 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.6 | Elect Director Holli C. Ladhani | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director R. Scott Rowe | Management | For | For |
| 1.9 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAYTHEON TECHNOLOGIES CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: RTX
SECURITY ID: 75513E101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| REALTY INCOME CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: O
SECURITY ID: 756109104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Priscilla Almodovar | Management | For | For |
| 1b | Elect Director Jacqueline Brady | Management | For | For |
| 1c | Elect Director A. Larry Chapman | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Mary Hogan Preusse | Management | For | For |
| 1f | Elect Director Priya Cherian Huskins | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Michael D. McKee | Management | For | For |
| 1i | Elect Director Gregory T. McLaughlin | Management | For | For |
| 1j | Elect Director Ronald L. Merriman | Management | For | For |
| 1k | Elect Director Sumit Roy | 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 |
| REINSURANCE GROUP OF AMERICA, INCORPORATED
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: RGA
SECURITY ID: 759351604
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director Tony Cheng | Management | For | For |
| 1c | Elect Director John J. Gauthier | Management | For | For |
| 1d | Elect Director Patricia L. Guinn | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director George Nichols, III | Management | For | For |
| 1h | Elect Director Stephen O'Hearn | Management | For | For |
| 1i | Elect Director Shundrawn Thomas | Management | For | For |
| 1j | Elect Director Khanh T. Tran | Management | For | For |
| 1k | Elect Director Steven C. Van Wyk | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RELIANCE STEEL & ALUMINUM CO.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RS
SECURITY ID: 759509102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lisa L. Baldwin | Management | For | For |
| 1b | Elect Director Karen W. Colonias | Management | For | For |
| 1c | Elect Director Frank J. Dellaquila | Management | For | For |
| 1d | Elect Director James D. Hoffman | Management | For | For |
| 1e | Elect Director Mark V. Kaminski | Management | For | For |
| 1f | Elect Director Karla R. Lewis | Management | For | For |
| 1g | Elect Director Robert A. McEvoy | Management | For | For |
| 1h | Elect Director David W. Seeger | Management | For | For |
| 1i | Elect Director Douglas W. Stotlar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| ROSS STORES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ROST
SECURITY ID: 778296103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Gunnar Bjorklund | Management | For | For |
| 1b | Elect Director Michael J. Bush | Management | For | For |
| 1c | Elect Director Edward G. Cannizzaro | Management | For | For |
| 1d | Elect Director Sharon D. Garrett | Management | For | For |
| 1e | Elect Director Michael J. Hartshorn | Management | For | For |
| 1f | Elect Director Stephen D. Milligan | Management | For | For |
| 1g | Elect Director Patricia H. Mueller | Management | For | For |
| 1h | Elect Director George P. Orban | Management | For | For |
| 1i | Elect Director Larree M. Renda | Management | For | For |
| 1j | Elect Director Barbara Rentler | Management | For | For |
| 1k | Elect Director Doniel N. Sutton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SEMPRA ENERGY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: SRE
SECURITY ID: 816851109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | For |
| 1b | Elect Director Pablo A. Ferrero | Management | For | For |
| 1c | Elect Director Jeffrey W. Martin | Management | For | For |
| 1d | Elect Director Bethany J. Mayer | Management | For | For |
| 1e | Elect Director Michael N. Mears | Management | For | For |
| 1f | Elect Director Jack T. Taylor | Management | For | For |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | For |
| 1i | Elect Director James C. Yardley | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 6 | Change Company Name to Sempra | Management | For | For |
| 7 | Amend Articles of Incorporation | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| SIMON PROPERTY GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SPG
SECURITY ID: 828806109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | For |
| 1B | Elect Director Larry C. Glasscock | Management | For | For |
| 1C | Elect Director Allan Hubbard | Management | For | For |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | For |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | For |
| 1G | Elect Director Peggy Fang Roe | Management | For | For |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STEEL DYNAMICS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: STLD
SECURITY ID: 858119100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| T-MOBILE US, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: TMUS
SECURITY ID: 872590104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andre Almeida | Management | For | Withhold |
| 1.2 | Elect Director Marcelo Claure | Management | For | Withhold |
| 1.3 | Elect Director Srikant M. Datar | Management | For | For |
| 1.4 | Elect Director Srinivasan Gopalan | Management | For | Withhold |
| 1.5 | Elect Director Timotheus Hottges | Management | For | Withhold |
| 1.6 | Elect Director Christian P. Illek | Management | For | Withhold |
| 1.7 | Elect Director Raphael Kubler | Management | For | Withhold |
| 1.8 | Elect Director Thorsten Langheim | Management | For | Withhold |
| 1.9 | Elect Director Dominique Leroy | Management | For | Withhold |
| 1.10 | Elect Director Letitia A. Long | Management | For | For |
| 1.11 | Elect Director G. Michael Sievert | Management | For | Withhold |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| TESLA, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | Against |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | Against |
| 2 | Reduce Director Terms from Three to Two Years | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Adopt Proxy Access Right | Shareholder | Against | Against |
| 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| 8 | Report on Racial and Gender Board Diversity | Shareholder | Against | Against |
| 9 | Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | For |
| 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Shareholder | Against | For |
| 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 12 | Report on Eradicating Child Labor in Battery Supply Chain | Shareholder | Against | Against |
| 13 | Report on Water Risk Exposure | Shareholder | Against | For |
| THE AES CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: AES
SECURITY ID: 00130H105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet G. Davidson | Management | For | For |
| 1.2 | Elect Director Andres R. Gluski | Management | For | For |
| 1.3 | Elect Director Tarun Khanna | Management | For | For |
| 1.4 | Elect Director Holly K. Koeppel | Management | For | For |
| 1.5 | Elect Director Julia M. Laulis | Management | For | For |
| 1.6 | Elect Director Alain Monie | Management | For | For |
| 1.7 | Elect Director John B. Morse, Jr. | Management | For | For |
| 1.8 | Elect Director Moises Naim | Management | For | For |
| 1.9 | Elect Director Teresa M. Sebastian | Management | For | For |
| 1.10 | Elect Director Maura Shaughnessy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| THE CIGNA GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CI
SECURITY ID: 125523100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE COCA-COLA COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KO
SECURITY ID: 191216100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE GOLDMAN SACHS GROUP, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: GS
SECURITY ID: 38141G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michele Burns | Management | For | For |
| 1b | Elect Director Mark Flaherty | Management | For | For |
| 1c | Elect Director Kimberley Harris | Management | For | For |
| 1d | Elect Director Kevin Johnson | Management | For | For |
| 1e | Elect Director Ellen Kullman | Management | For | For |
| 1f | Elect Director Lakshmi Mittal | Management | For | For |
| 1g | Elect Director Adebayo Ogunlesi | Management | For | For |
| 1h | Elect Director Peter Oppenheimer | Management | For | For |
| 1i | Elect Director David Solomon | Management | For | For |
| 1j | Elect Director Jan Tighe | Management | For | For |
| 1k | Elect Director Jessica Uhl | Management | For | For |
| 1l | Elect Director David Viniar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Publish Third-Party Review on Chinese Congruency of Certain ETFs | Shareholder | Against | Against |
| 8 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 11 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 12 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE HERSHEY COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: HSY
SECURITY ID: 427866108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director Michele G. Buck | Management | For | For |
| 1.3 | Elect Director Victor L. Crawford | Management | For | For |
| 1.4 | Elect Director Robert M. Dutkowsky | Management | For | Withhold |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | Withhold |
| 1.7 | Elect Director M. Diane Koken | Management | For | For |
| 1.8 | Elect Director Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | Withhold |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | Withhold |
| 1.11 | Elect Director Juan R. Perez | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Human Rights Impacts of Living Wage & Income Position Statement | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE PROGRESSIVE CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: PGR
SECURITY ID: 743315103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE SOUTHERN COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SO
SECURITY ID: 842587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TJX COMPANIES, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TJX
SECURITY ID: 872540109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | Against |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| ULTA BEAUTY, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ULTA
SECURITY ID: 90384S303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michelle L. Collins | Management | For | For |
| 1b | Elect Director Patricia A. Little | Management | For | For |
| 1c | Elect Director Heidi G. Petz | Management | For | For |
| 1d | Elect Director Michael C. Smith | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| UNUM GROUP
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: UNM
SECURITY ID: 91529Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1b | Elect Director Susan L. Cross | Management | For | For |
| 1c | Elect Director Susan D. DeVore | Management | For | For |
| 1d | Elect Director Joseph J. Echevarria | Management | For | For |
| 1e | Elect Director Cynthia L. Egan | Management | For | For |
| 1f | Elect Director Kevin T. Kabat | Management | For | For |
| 1g | Elect Director Timothy F. Keaney | Management | For | For |
| 1h | Elect Director Gale V. King | Management | For | For |
| 1i | Elect Director Gloria C. Larson | Management | For | For |
| 1j | Elect Director Richard P. McKenney | Management | For | For |
| 1k | Elect Director Ronald P. O'Hanley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VALERO ENERGY CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: VLO
SECURITY ID: 91913Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred M. Diaz | Management | For | For |
| 1b | Elect Director H. Paulett Eberhart | Management | For | For |
| 1c | Elect Director Marie A. Ffolkes | Management | For | For |
| 1d | Elect Director Joseph W. Gorder | Management | For | For |
| 1e | Elect Director Kimberly S. Greene | Management | For | For |
| 1f | Elect Director Deborah P. Majoras | Management | For | For |
| 1g | Elect Director Eric D. Mullins | Management | For | For |
| 1h | Elect Director Donald L. Nickles | Management | For | For |
| 1i | Elect Director Robert A. Profusek | Management | For | For |
| 1j | Elect Director Randall J. Weisenburger | Management | For | For |
| 1k | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Shareholder | Against | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VALMONT INDUSTRIES, INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: VMI
SECURITY ID: 920253101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mogens C. Bay | Management | For | For |
| 1.2 | Elect Director Ritu Favre | Management | For | For |
| 1.3 | Elect Director Richard A. Lanoha | 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 |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VICI PROPERTIES INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: VICI
SECURITY ID: 925652109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| W. P. CAREY INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: WPC
SECURITY ID: 92936U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Alexander | Management | For | For |
| 1b | Elect Director Constantin H. Beier | Management | For | For |
| 1c | Elect Director Tonit M. Calaway | Management | For | For |
| 1d | Elect Director Peter J. Farrell | Management | For | For |
| 1e | Elect Director Robert J. Flanagan | Management | For | For |
| 1f | Elect Director Jason E. Fox | Management | For | For |
| 1g | Elect Director Jean Hoysradt | Management | For | For |
| 1h | Elect Director Margaret G. Lewis | Management | For | For |
| 1i | Elect Director Christopher J. Niehaus | Management | For | For |
| 1j | Elect Director Elisabeth T. Stheeman | Management | For | For |
| 1k | Elect Director Nick J.M. van Ommen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| W.W. GRAINGER, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: GWW
SECURITY ID: 384802104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director V. Ann Hailey | Management | For | For |
| 1c | Elect Director Katherine D. Jaspon | Management | For | For |
| 1d | Elect Director Stuart L. Levenick | Management | For | For |
| 1e | Elect Director D.G. Macpherson | Management | For | For |
| 1f | Elect Director Neil S. Novich | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director Susan Slavik Williams | Management | For | For |
| 1j | Elect Director Lucas E. Watson | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WALMART INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: WMT
SECURITY ID: 931142103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| 6 | Report on Human Rights Due Diligence | Shareholder | Against | Against |
| 7 | Commission Third Party Racial Equity Audit | Shareholder | Against | For |
| 8 | Report on Racial and Gender Layoff Diversity | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 12 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| WASTE MANAGEMENT, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: WM
SECURITY ID: 94106L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce E. Chinn | Management | For | For |
| 1b | Elect Director James C. Fish, Jr. | Management | For | For |
| 1c | Elect Director Andres R. Gluski | Management | For | For |
| 1d | Elect Director Victoria M. Holt | Management | For | For |
| 1e | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1f | Elect Director Sean E. Menke | Management | For | For |
| 1g | Elect Director William B. Plummer | Management | For | For |
| 1h | Elect Director John C. Pope | Management | For | For |
| 1i | Elect Director Maryrose T. Sylvester | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WILLSCOT MOBILE MINI HOLDINGS CORP.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: WSC
SECURITY ID: 971378104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark S. Bartlett | Management | For | For |
| 1.2 | Elect Director Erika T. Davis | Management | For | For |
| 1.3 | Elect Director Gerard E. Holthaus | Management | For | For |
| 1.4 | Elect Director Erik Olsson | Management | For | For |
| 1.5 | Elect Director Rebecca L. Owen | Management | For | For |
| 1.6 | Elect Director Jeff Sagansky | Management | For | For |
| 1.7 | Elect Director Bradley L. Soultz | Management | For | For |
| 1.8 | Elect Director Michael W. Upchurch | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ATVI
SECURITY ID: 00507V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ADVANTAGE SOLUTIONS INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: ADV
SECURITY ID: 00791N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tiffany Han | Management | For | For |
| 1.2 | Elect Director Jonathan D. Sokoloff | Management | For | For |
| 1.3 | Elect Director David J. West | Management | For | For |
| 1.4 | Elect Director David Peacock | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | Against |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | Against |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTICE USA, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ATUS
SECURITY ID: 02156K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexandre Fonseca | Management | For | For |
| 1b | Elect Director Patrick Drahi | Management | For | For |
| 1c | Elect Director David Drahi | Management | For | For |
| 1d | Elect Director Dexter Goei | Management | For | For |
| 1e | Elect Director Mark Mullen | Management | For | For |
| 1f | Elect Director Dennis Okhuijsen | Management | For | For |
| 1g | Elect Director Susan Schnabel | Management | For | For |
| 1h | Elect Director Charles Stewart | Management | For | For |
| 1i | Elect Director Raymond Svider | Management | For | Against |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMC ENTERTAINMENT HOLDINGS, INC.
MEETING DATE: MAR 14, 2023 |
||||
|
TICKER: AMC
SECURITY ID: 00165C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Approve Reverse Stock Split | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| AMC ENTERTAINMENT HOLDINGS, INC.
MEETING DATE: MAR 14, 2023 |
||||
|
TICKER: AMC
SECURITY ID: 00165C203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Approve Reverse Stock Split | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| AMC NETWORKS INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: AMCX
SECURITY ID: 00164V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew C. Blank | Management | For | For |
| 1.2 | Elect Director Joseph M. Cohen | Management | For | For |
| 1.3 | Elect Director Debra G. Perelman | Management | For | For |
| 1.4 | Elect Director Leonard Tow | Management | For | Withhold |
| 1.5 | Elect Director Carl E. Vogel | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| ANGI INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: ANGI
SECURITY ID: 00183L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Angela R. Hicks Bowman | Management | For | For |
| 1.2 | Elect Director Thomas R. Evans | Management | For | For |
| 1.3 | Elect Director Alesia J. Haas | Management | For | For |
| 1.4 | Elect Director Christopher Halpin | Management | For | For |
| 1.5 | Elect Director Kendall Handler | Management | For | For |
| 1.6 | Elect Director Sandra Buchanan Hurse | Management | For | For |
| 1.7 | Elect Director Joseph Levin | Management | For | For |
| 1.8 | Elect Director Jeremy Philips | Management | For | For |
| 1.9 | Elect Director Glenn H. Schiffman | Management | For | Withhold |
| 1.10 | Elect Director Mark Stein | Management | For | For |
| 1.11 | Elect Director Suzy Welch | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANTERIX INC.
MEETING DATE: AUG 10, 2022 |
||||
|
TICKER: ATEX
SECURITY ID: 03676C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Morgan E. O'Brien | Management | For | For |
| 1b | Elect Director Robert H. Schwartz | Management | For | For |
| 1c | Elect Director Leslie B. Daniels | Management | For | For |
| 1d | Elect Director Gregory A. Haller | Management | For | For |
| 1e | Elect Director Singleton B. McAllister | Management | For | For |
| 1f | Elect Director Gregory A. Pratt | Management | For | For |
| 1g | Elect Director Paul Saleh | Management | For | For |
| 1h | Elect Director Mahvash Yazdi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| AT&T INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: T
SECURITY ID: 00206R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| ATN INTERNATIONAL, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ATNI
SECURITY ID: 00215F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bernard J. Bulkin | Management | For | For |
| 1b | Elect Director Richard J. Ganong | Management | For | For |
| 1c | Elect Director April V. Henry | Management | For | For |
| 1d | Elect Director Derek Hudson | Management | For | For |
| 1e | Elect Director Patricia Jacobs | Management | For | For |
| 1f | Elect Director Pamela F. Lenehan | Management | For | For |
| 1g | Elect Director Michael T. Prior | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BANDWIDTH INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: BAND
SECURITY ID: 05988J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Morken | Management | For | For |
| 1.2 | Elect Director Rebecca G. Bottorff | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BOSTON OMAHA CORPORATION
MEETING DATE: AUG 13, 2022 |
||||
|
TICKER: BOC
SECURITY ID: 101044105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradford B. Briner | Management | For | For |
| 1.2 | Elect Director Brendan J. Keating | Management | For | For |
| 1.3 | Elect Director Frank H. Kenan, II | Management | For | Withhold |
| 1.4 | Elect Director Jeffrey C. Royal | Management | For | Withhold |
| 1.5 | Elect Director Vishnu Srinivasan | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| BOSTON OMAHA CORPORATION
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: BOC
SECURITY ID: 101044105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradford B. Briner | Management | For | Withhold |
| 1.2 | Elect Director Brendan J. Keating | Management | For | Withhold |
| 1.3 | Elect Director Frank H. Kenan, II | Management | For | Withhold |
| 1.4 | Elect Director Jeffrey C. Royal | Management | For | Withhold |
| 1.5 | Elect Director Vishnu Srinivasan | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BUMBLE INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BMBL
SECURITY ID: 12047B105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Lynn Atchison | Management | For | For |
| 1.2 | Elect Director Matthew S. Bromberg | Management | For | For |
| 1.3 | Elect Director Amy M. Griffin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CABLE ONE, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: CABO
SECURITY ID: 12685J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brad D. Brian | Management | For | Against |
| 1b | Elect Director Deborah J. Kissire | Management | For | For |
| 1c | Elect Director Julia M. Laulis | Management | For | For |
| 1d | Elect Director Mary E. Meduski | Management | For | For |
| 1e | Elect Director Thomas O. Might | Management | For | Against |
| 1f | Elect Director Sherrese M. Smith | Management | For | For |
| 1g | Elect Director Wallace R. Weitz | Management | For | For |
| 1h | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CARGURUS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: CARG
SECURITY ID: 141788109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Langley Steinert | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARS.COM INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CARS
SECURITY ID: 14575E105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerri DeVard | Management | For | For |
| 1.2 | Elect Director Scott Forbes | Management | For | For |
| 1.3 | Elect Director Jill Greenthal | Management | For | For |
| 1.4 | Elect Director Thomas Hale | Management | For | For |
| 1.5 | Elect Director Michael Kelly | Management | For | For |
| 1.6 | Elect Director Donald A. McGovern, Jr. | Management | For | For |
| 1.7 | Elect Director Greg Revelle | Management | For | For |
| 1.8 | Elect Director Jenell R. Ross | Management | For | For |
| 1.9 | Elect Director Bala Subramanian | Management | For | For |
| 1.10 | Elect Director T. Alex Vetter | Management | For | For |
| 1.11 | Elect Director Bryan Wiener | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CHARGE ENTERPRISES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CRGE
SECURITY ID: 159610104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Craig Denson | Management | For | For |
| 1.2 | Elect Director Andrew Fox | Management | For | For |
| 1.3 | Elect Director Amy Hanson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CHARTER COMMUNICATIONS, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CHTR
SECURITY ID: 16119P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Lance Conn | Management | For | Against |
| 1b | Elect Director Kim C. Goodman | Management | For | For |
| 1c | Elect Director Craig A. Jacobson | Management | For | Against |
| 1d | Elect Director Gregory B. Maffei | Management | For | Against |
| 1e | Elect Director John D. Markley, Jr. | Management | For | Against |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | Against |
| 1h | Elect Director Steven A. Miron | Management | For | For |
| 1i | Elect Director Balan Nair | Management | For | Against |
| 1j | Elect Director Michael A. Newhouse | Management | For | Against |
| 1k | Elect Director Mauricio Ramos | Management | For | For |
| 1l | Elect Director Thomas M. Rutledge | Management | For | For |
| 1m | Elect Director Eric L. Zinterhofer | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| CINEMARK HOLDINGS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CNK
SECURITY ID: 17243V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Loewe | Management | For | For |
| 1.2 | Elect Director Steven Rosenberg | Management | For | For |
| 1.3 | Elect Director Enrique Senior | Management | For | For |
| 1.4 | Elect Director Nina Vaca | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CLEAR CHANNEL OUTDOOR HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CCO
SECURITY ID: 18453H106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Dionne | Management | For | For |
| 1.2 | Elect Director Lisa Hammitt | Management | For | For |
| 1.3 | Elect Director Andrew Hobson | Management | For | For |
| 1.4 | Elect Director Thomas C. King | Management | For | For |
| 1.5 | Elect Director Joe Marchese | Management | For | For |
| 1.6 | Elect Director W. Benjamin Moreland | Management | For | For |
| 1.7 | Elect Director Mary Teresa Rainey | Management | For | For |
| 1.8 | Elect Director Scott R. Wells | Management | For | For |
| 1.9 | Elect Director Jinhy Yoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COGENT COMMUNICATIONS HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CCOI
SECURITY ID: 19239V302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dave Schaeffer | Management | For | For |
| 1.2 | Elect Director Marc Montagner | Management | For | For |
| 1.3 | Elect Director D. Blake Bath | Management | For | For |
| 1.4 | Elect Director Steven D. Brooks | Management | For | For |
| 1.5 | Elect Director Paul de Sa | Management | For | For |
| 1.6 | Elect Director Lewis H. Ferguson, III | Management | For | For |
| 1.7 | Elect Director Eve Howard | Management | For | For |
| 1.8 | Elect Director Deneen Howell | Management | For | For |
| 1.9 | Elect Director Sheryl Kennedy | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
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 Thomas J. Baltimore, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONSOLIDATED COMMUNICATIONS HOLDINGS, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: CNSL
SECURITY ID: 209034107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert. J. Currey | Management | For | For |
| 1.2 | Elect Director Andrew S. Frey | Management | For | For |
| 1.3 | Elect Director David G. Fuller | Management | For | For |
| 1.4 | Elect Director Thomas A. Gerke | Management | For | For |
| 1.5 | Elect Director Roger H. Moore | Management | For | For |
| 1.6 | Elect Director Maribeth S. Rahe | Management | For | For |
| 1.7 | Elect Director Marissa M. Solis | Management | For | For |
| 1.8 | Elect Director C. Robert Udell, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| CURIOSITYSTREAM, INC.
MEETING DATE: JUL 13, 2022 |
||||
|
TICKER: CURI
SECURITY ID: 23130Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Hendricks | Management | For | For |
| 1.2 | Elect Director Clint Stinchcomb | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| DISH NETWORK CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: DISH
SECURITY ID: 25470M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathleen Q. Abernathy | Management | For | Withhold |
| 1.2 | Elect Director George R. Brokaw | Management | For | Withhold |
| 1.3 | Elect Director Stephen J. Bye | Management | For | For |
| 1.4 | Elect Director W. Erik Carlson | Management | For | For |
| 1.5 | Elect Director James DeFranco | Management | For | For |
| 1.6 | Elect Director Cantey M. Ergen | Management | For | For |
| 1.7 | Elect Director Charles W. Ergen | Management | For | For |
| 1.8 | Elect Director Tom A. Ortolf | Management | For | Withhold |
| 1.9 | Elect Director Joseph T. Proietti | Management | For | For |
| 2 | Ratify KPMG 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 | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| ECHOSTAR CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SATS
SECURITY ID: 278768106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Stanton Dodge | Management | For | For |
| 1.2 | Elect Director Michael T. Dugan | Management | For | For |
| 1.3 | Elect Director Charles W. Ergen | Management | For | For |
| 1.4 | Elect Director Lisa W. Hershman | Management | For | For |
| 1.5 | Elect Director Pradman P. Kaul | Management | For | For |
| 1.6 | Elect Director C. Michael Schroeder | Management | For | Withhold |
| 1.7 | Elect Director Jeffrey R. Tarr | Management | For | Withhold |
| 1.8 | Elect Director William D. Wade | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| ELECTRONIC ARTS INC.
MEETING DATE: AUG 11, 2022 |
||||
|
TICKER: EA
SECURITY ID: 285512109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kofi A. Bruce | Management | For | For |
| 1b | Elect Director Rachel A. Gonzalez | Management | For | For |
| 1c | Elect Director Jeffrey T. Huber | Management | For | For |
| 1d | Elect Director Talbott Roche | Management | For | For |
| 1e | Elect Director Richard A. Simonson | Management | For | For |
| 1f | Elect Director Luis A. Ubinas | Management | For | For |
| 1g | Elect Director Heidi J. Ueberroth | Management | For | For |
| 1h | Elect Director Andrew Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meetings to 15% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| ENDEAVOR GROUP HOLDINGS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: EDR
SECURITY ID: 29260Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick Whitesell | Management | For | For |
| 1.2 | Elect Director Ursula Burns | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| EVENTBRITE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EB
SECURITY ID: 29975E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Katherine August-deWilde | Management | For | Withhold |
| 1.2 | Elect Director Julia Hartz | Management | For | For |
| 1.3 | Elect Director Helen Riley | Management | For | For |
| 2 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| EVERQUOTE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EVER
SECURITY ID: 30041R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Blundin | Management | For | For |
| 1.2 | Elect Director Sanju Bansal | Management | For | For |
| 1.3 | Elect Director Paul Deninger | Management | For | For |
| 1.4 | Elect Director Jayme Mendal | Management | For | For |
| 1.5 | Elect Director George Neble | Management | For | For |
| 1.6 | Elect Director John Shields | Management | For | For |
| 1.7 | Elect Director Mira Wilczek | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FOX CORPORATION
MEETING DATE: NOV 03, 2022 |
||||
|
TICKER: FOXA
SECURITY ID: 35137L204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Rupert Murdoch | Management | For | For |
| 1b | Elect Director Lachlan K. Murdoch | Management | For | For |
| 1c | Elect Director William A. Burck | Management | For | For |
| 1d | Elect Director Chase Carey | Management | For | For |
| 1e | Elect Director Anne Dias | Management | For | For |
| 1f | Elect Director Roland A. Hernandez | Management | For | For |
| 1g | Elect Director Jacques Nasser | Management | For | For |
| 1h | Elect Director Paul D. Ryan | Management | 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 of Incorporation To Provide for Exculpation Provision | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| FRONTIER COMMUNICATIONS PARENT, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FYBR
SECURITY ID: 35909D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin L. Beebe | Management | For | For |
| 1b | Elect Director Lisa V. Chang | Management | For | For |
| 1c | Elect Director Pamela L. Coe | Management | For | For |
| 1d | Elect Director Nick Jeffery | Management | For | For |
| 1e | Elect Director Stephen C. Pusey | Management | For | For |
| 1f | Elect Director Margaret M. Smyth | Management | For | For |
| 1g | Elect Director John G. Stratton | Management | For | For |
| 1h | Elect Director Maryann Turcke | Management | For | For |
| 1i | Elect Director Prat Vemana | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FUBOTV INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: FUBO
SECURITY ID: 35953D104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Gandler | Management | For | For |
| 1.2 | Elect Director Edgar Bronfman, Jr. | Management | For | For |
| 1.3 | Elect Director Ignacio "Nacho" Figueras | Management | For | For |
| 1.4 | Elect Director Julie Haddon | Management | For | For |
| 1.5 | Elect Director Daniel Leff | Management | For | For |
| 1.6 | Elect Director Laura Onopchenko | Management | For | For |
| 1.7 | Elect Director Par-Jorgen Parson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Articles of Incorporation to Remove Gaming-Related Provisions | Management | For | For |
| 6 | Increase Authorized Common Stock | Management | For | For |
| 7 | Adjourn Meeting | Management | For | For |
| GLOBALSTAR, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: GSAT
SECURITY ID: 378973408
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James F. Lynch | Management | For | Against |
| 1b | Elect Director Timothy E. Taylor | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Issuance of Warrants | Management | For | For |
| GOGO INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: GOGO
SECURITY ID: 38046C109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hugh W. Jones | Management | For | Withhold |
| 1.2 | Elect Director Oakleigh Thorne | Management | For | For |
| 1.3 | Elect Director Charles C. Townsend | 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 |
| GRAY TELEVISION, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: GTN
SECURITY ID: 389375106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hilton H. Howell, Jr. | Management | For | For |
| 1.2 | Elect Director Howell W. Newton | Management | For | For |
| 1.3 | Elect Director Richard L. Boger | Management | For | For |
| 1.4 | Elect Director Luis A. Garcia | Management | For | For |
| 1.5 | Elect Director Richard B. Hare | Management | For | For |
| 1.6 | Elect Director Robin R. Howell | Management | For | For |
| 1.7 | Elect Director Donald P. (Pat) LaPlatney | Management | For | For |
| 1.8 | Elect Director Lorraine (Lorri) McClain | Management | For | For |
| 1.9 | Elect Director Paul H. McTear | Management | For | For |
| 1.10 | Elect Director Sterling A. Spainhour, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| IAC INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: IAC
SECURITY ID: 44891N208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chelsea Clinton | Management | For | For |
| 1b | Elect Director Barry Diller | Management | For | For |
| 1c | Elect Director Michael D. Eisner | Management | For | For |
| 1d | Elect Director Bonnie S. Hammer | Management | For | For |
| 1e | Elect Director Victor A. Kaufman | Management | For | For |
| 1f | Elect Director Joseph Levin | Management | For | For |
| 1g | Elect Director Bryan Lourd | Management | For | For |
| 1h | Elect Director David Rosenblatt | Management | For | Withhold |
| 1i | Elect Director Alan G. Spoon | Management | For | Withhold |
| 1j | Elect Director Alexander von Furstenberg | Management | For | For |
| 1k | Elect Director Richard F. Zannino | 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 |
| IDT CORPORATION
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: IDT
SECURITY ID: 448947507
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Chenkin | Management | For | For |
| 1.2 | Elect Director Eric F. Cosentino | Management | For | Against |
| 1.3 | Elect Director Howard S. Jonas | Management | For | For |
| 1.4 | Elect Director Judah Schorr | Management | For | Against |
| 1.5 | Elect Director Liora Stein | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| IHEARTMEDIA, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: IHRT
SECURITY ID: 45174J509
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert W. Pittman | Management | For | For |
| 1.2 | Elect Director James A. Rasulo | Management | For | For |
| 1.3 | Elect Director Richard J. Bressler | Management | For | For |
| 1.4 | Elect Director Samuel E. Englebardt | Management | For | For |
| 1.5 | Elect Director Brad Gerstner | Management | For | For |
| 1.6 | Elect Director Cheryl Mills | Management | For | For |
| 1.7 | Elect Director Graciela Monteagudo | Management | For | For |
| 1.8 | Elect Director Kamakshi Sivaramakrishnan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| IMAX CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: IMAX
SECURITY ID: 45245E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail Berman | Management | For | For |
| 1.2 | Elect Director Eric A. Demirian | Management | For | For |
| 1.3 | Elect Director Kevin Douglas | Management | For | For |
| 1.4 | Elect Director Richard L. Gelfond | Management | For | For |
| 1.5 | Elect Director David W. Leebron | Management | For | For |
| 1.6 | Elect Director Michael MacMillan | Management | For | For |
| 1.7 | Elect Director Steve R. Pamon | Management | For | For |
| 1.8 | Elect Director Dana Settle | Management | For | For |
| 1.9 | Elect Director Darren Throop | Management | For | For |
| 1.10 | Elect Director Jennifer Wong | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Bylaws | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| IRIDIUM COMMUNICATIONS INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: IRDM
SECURITY ID: 46269C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert H. Niehaus | Management | For | For |
| 1.2 | Elect Director Thomas C. Canfield | Management | For | For |
| 1.3 | Elect Director Matthew J. Desch | Management | For | For |
| 1.4 | Elect Director Thomas J. Fitzpatrick | Management | For | For |
| 1.5 | Elect Director L. Anthony Frazier | Management | For | For |
| 1.6 | Elect Director Jane L. Harman | Management | For | For |
| 1.7 | Elect Director Alvin B. Krongard | Management | For | For |
| 1.8 | Elect Director Suzanne E. McBride | Management | For | For |
| 1.9 | Elect Director Eric T. Olson | Management | For | For |
| 1.10 | Elect Director Parker W. Rush | Management | For | For |
| 1.11 | Elect Director Kay N. Sears | Management | For | For |
| 1.12 | Elect Director Jacqueline E. Yeaney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| JOHN WILEY & SONS, INC.
MEETING DATE: SEP 29, 2022 |
||||
|
TICKER: WLY
SECURITY ID: 968223206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beth A. Birnbaum | Management | For | For |
| 1.2 | Elect Director David C. Dobson | Management | For | For |
| 1.3 | Elect Director Brian O. Hemphill | Management | For | For |
| 1.4 | Elect Director Inder M. Singh | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| LIBERTY GLOBAL PLC
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: LBTYA
SECURITY ID: G5480U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Miranda Curtis | Management | For | For |
| 2 | Elect Director J David Wargo | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Approve Remuneration Policy | Management | For | Against |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Ratify KPMG LLP (U.S.) as Auditors | Management | For | For |
| 7 | Ratify KPMG LLP (U.K.) as Auditors | Management | For | For |
| 8 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 9 | Authorise Issue of Equity | Management | For | Against |
| 10 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 12 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 13 | Approve Omnibus Stock Plan | Management | For | Against |
| LIBERTY LATIN AMERICA LTD.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: LILAK
SECURITY ID: G9001E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael T. Fries | Management | For | Withhold |
| 1.2 | Elect Director Alfonso de Angoitia Noriega | Management | For | Withhold |
| 1.3 | Elect Director Paul A. Gould | Management | For | For |
| 1.4 | Elect Director Roberta S. Jacobson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIBERTY MEDIA CORP.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FWONK
SECURITY ID: 531229409
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derek Chang | Management | For | For |
| 1.2 | Elect Director Evan D. Malone | Management | For | Withhold |
| 1.3 | Elect Director Larry E. Romrell | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIBERTY MEDIA CORP.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FWONK
SECURITY ID: 531229706
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derek Chang | Management | For | For |
| 1.2 | Elect Director Evan D. Malone | Management | For | Withhold |
| 1.3 | Elect Director Larry E. Romrell | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIONS GATE ENTERTAINMENT CORP.
MEETING DATE: SEP 13, 2022 |
||||
|
TICKER: LGF.A
SECURITY ID: 535919401
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Burns | Management | For | For |
| 1b | Elect Director Mignon L. Clyburn | Management | For | For |
| 1c | Elect Director Gordon Crawford | Management | For | For |
| 1d | Elect Director Jon Feltheimer | Management | For | For |
| 1e | Elect Director Emily Fine | Management | For | For |
| 1f | Elect Director Michael T. Fries | Management | For | Withhold |
| 1g | Elect Director Susan McCaw | Management | For | For |
| 1h | Elect Director Yvette Ostolaza | Management | For | Withhold |
| 1i | Elect Director Mark H. Rachesky | Management | For | For |
| 1j | Elect Director Daryl Simm | Management | For | For |
| 1k | Elect Director Hardwick Simmons | Management | For | For |
| 1l | Elect Director Harry E. Sloan | Management | For | Withhold |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LIVE NATION ENTERTAINMENT, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: LYV
SECURITY ID: 538034109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maverick Carter | Management | For | For |
| 1.2 | Elect Director Ping Fu | Management | For | For |
| 1.3 | Elect Director Jeffrey T. Hinson | Management | For | For |
| 1.4 | Elect Director Chad Hollingsworth | Management | For | Against |
| 1.5 | Elect Director James Iovine | Management | For | Against |
| 1.6 | Elect Director James S. Kahan | Management | For | For |
| 1.7 | Elect Director Gregory B. Maffei | Management | For | Against |
| 1.8 | Elect Director Randall T. Mays | Management | For | Against |
| 1.9 | Elect Director Richard A. Paul | Management | For | For |
| 1.10 | Elect Director Michael Rapino | Management | For | For |
| 1.11 | Elect Director Latriece Watkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LUMEN TECHNOLOGIES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: LUMN
SECURITY ID: 550241103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Quincy L. Allen | Management | For | For |
| 1b | Elect Director Martha Helena Bejar | Management | For | For |
| 1c | Elect Director Peter C. Brown | Management | For | For |
| 1d | Elect Director Kevin P. Chilton | Management | For | For |
| 1e | Elect Director Steven T. "Terry" Clontz | Management | For | For |
| 1f | Elect Director T. Michael Glenn | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | For |
| 1h | Elect Director Hal Stanley Jones | Management | For | For |
| 1i | Elect Director Michael J. Roberts | Management | For | For |
| 1j | Elect Director Laurie A. Siegel | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP.
MEETING DATE: DEC 06, 2022 |
||||
|
TICKER: MSGE
SECURITY ID: 55826T102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Martin Bandier | Management | For | For |
| 1.2 | Elect Director Joseph J. Lhota | Management | For | For |
| 1.3 | Elect Director Joel M. Litvin | Management | For | For |
| 1.4 | Elect Director Frederic V. Salerno | Management | For | For |
| 1.5 | Elect Director John L. Sykes | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| MADISON SQUARE GARDEN SPORTS CORP.
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: MSGS
SECURITY ID: 55825T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph M. Cohen | Management | For | Withhold |
| 1.2 | Elect Director Richard D. Parsons | Management | For | For |
| 1.3 | Elect Director Nelson Peltz | Management | For | For |
| 1.4 | Elect Director Ivan Seidenberg | Management | For | For |
| 1.5 | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| MAGNITE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: MGNI
SECURITY ID: 55955D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul Caine | Management | For | For |
| 1.2 | Elect Director Doug Knopper | Management | For | For |
| 1.3 | Elect Director David Pearson | 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 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| MATCH GROUP, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: MTCH
SECURITY ID: 57667L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharmistha Dubey | Management | For | For |
| 1b | Elect Director Ann L. McDaniel | Management | For | For |
| 1c | Elect Director Thomas J. McInerney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MEDIAALPHA, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MAX
SECURITY ID: 58450V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Venmal (Raji) Arasu | Management | For | For |
| 1.2 | Elect Director Lara Sweet | Management | For | For |
| 1.3 | Elect Director Kathy Vrabeck | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| META PLATFORMS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: META
SECURITY ID: 30303M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | For |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| NETFLIX, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NFLX
SECURITY ID: 64110L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mathias Dopfner | Management | For | Against |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | Against |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| NEXSTAR MEDIA GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NXST
SECURITY ID: 65336K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | Against |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| NEXTDOOR HOLDINGS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: KIND
SECURITY ID: 65345M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sarah Friar | Management | For | For |
| 1.2 | Elect Director Leslie Kilgore | Management | For | For |
| 1.3 | Elect Director David Sze | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OMNICOMGROUP INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: OMC
SECURITY ID: 681919106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Wren | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1.4 | Elect Director Mark D. Gerstein | Management | For | For |
| 1.5 | Elect Director Ronnie S. Hawkins | Management | For | For |
| 1.6 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.7 | Elect Director Gracia C. Martore | Management | For | For |
| 1.8 | Elect Director Patricia Salas Pineda | Management | For | For |
| 1.9 | Elect Director Linda Johnson Rice | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| PINTEREST, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PINS
SECURITY ID: 72352L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Jordan | Management | For | For |
| 1b | Elect Director Jeremy Levine | Management | For | For |
| 1c | Elect Director Gokul Rajaram | Management | For | Against |
| 1d | Elect Director Marc Steinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 5 | Report on Censorship | Shareholder | Against | Against |
| PLAYSTUDIOS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: MYPS
SECURITY ID: 72815G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Pascal | Management | For | For |
| 1.2 | Elect Director James Murren | Management | For | For |
| 1.3 | Elect Director Jason Krikorian | Management | For | For |
| 1.4 | Elect Director Joe Horowitz | Management | For | For |
| 1.5 | Elect Director Judy K. Mencher | Management | For | For |
| 1.6 | Elect Director Steven J. Zanella | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PUBMATIC, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: PUBM
SECURITY ID: 74467Q103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cathleen Black | Management | For | Withhold |
| 1.2 | Elect Director Susan Daimler | Management | For | For |
| 1.3 | Elect Director Shelagh Glaser | Management | For | For |
| 1.4 | Elect Director Amar K. Goel | Management | For | For |
| 1.5 | Elect Director Rajeev K. Goel | Management | For | For |
| 1.6 | Elect Director Jacob Shulman | 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 |
| QUINSTREET, INC.
MEETING DATE: OCT 31, 2022 |
||||
|
TICKER: QNST
SECURITY ID: 74874Q100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stuart M. Huizinga | Management | For | For |
| 1.2 | Elect Director David Pauldine | Management | For | For |
| 1.3 | Elect Director James Simons | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RADIUS GLOBAL INFRASTRUCTURE, INC.
MEETING DATE: JUN 15, 2023 |
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|
TICKER: RADI
SECURITY ID: 750481103
|
||||
| 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 |
| RADIUS GLOBAL INFRASTRUCTURE, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: RADI
SECURITY ID: 750481103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul A. Gould | Management | For | For |
| 1b | Elect Director Antoinette Cook Bush | Management | For | For |
| 1c | Elect Director Thomas C. King | Management | For | For |
| 1d | Elect Director Nick S. Advani | Management | For | For |
| 1e | Elect Director Ashley Leeds | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ROBLOX CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: RBLX
SECURITY ID: 771049103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Baszucki | Management | For | For |
| 1.2 | Elect Director Gregory Baszucki | 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 |
| ROKU, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: ROKU
SECURITY ID: 77543R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Blackburn | Management | For | For |
| 2a | Elect Director Jeffrey Hastings | Management | For | Withhold |
| 2b | Elect Director Neil Hunt | Management | For | Withhold |
| 2c | Elect Director Anthony Wood | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SCHOLASTIC CORPORATION
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: SCHL
SECURITY ID: 807066105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James W. Barge | Management | For | For |
| 1.2 | Elect Director John L. Davies | Management | For | For |
| SHENANDOAH TELECOMMUNICATIONS COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: SHEN
SECURITY ID: 82312B106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy Fitzsimmons | Management | For | For |
| 1b | Elect Director John W. Flora | Management | For | For |
| 1c | Elect Director Kenneth L. Quaglio | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SHUTTERSTOCK, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SSTK
SECURITY ID: 825690100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deirdre Bigley | Management | For | For |
| 1.2 | Elect Director Alfonse Upshaw | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SINCLAIR BROADCAST GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SBGI
SECURITY ID: 829226109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David D. Smith | Management | For | For |
| 1.2 | Elect Director Frederick G. Smith | Management | For | For |
| 1.3 | Elect Director J. Duncan Smith | Management | For | For |
| 1.4 | Elect Director Robert E. Smith | Management | For | Withhold |
| 1.5 | Elect Director Laurie R. Beyer | Management | For | For |
| 1.6 | Elect Director Benjamin S. Carson, Sr. | Management | For | For |
| 1.7 | Elect Director Howard E. Friedman | Management | For | For |
| 1.8 | Elect Director Daniel C. Keith | Management | For | For |
| 1.9 | Elect Director Benson E. Legg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| SINCLAIR BROADCAST GROUP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SBGI
SECURITY ID: 829226109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Formation of Holding Company | Management | For | For |
| SIRIUS XM HOLDINGS INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SIRI
SECURITY ID: 82968B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Blau | Management | For | For |
| 1.2 | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1.3 | Elect Director Robin P. Hickenlooper | Management | For | For |
| 1.4 | Elect Director James P. Holden | Management | For | For |
| 1.5 | Elect Director Gregory B. Maffei | Management | For | Withhold |
| 1.6 | Elect Director Evan D. Malone | Management | For | For |
| 1.7 | Elect Director James E. Meyer | Management | For | For |
| 1.8 | Elect Director Jonelle Procope | Management | For | For |
| 1.9 | Elect Director Michael Rapino | Management | For | For |
| 1.10 | Elect Director Kristina M. Salen | Management | For | For |
| 1.11 | Elect Director Carl E. Vogel | Management | For | For |
| 1.12 | Elect Director Jennifer C. Witz | Management | For | For |
| 1.13 | Elect Director David M. Zaslav | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| STAGWELL INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: STGW
SECURITY ID: 85256A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charlene Barshefsky | Management | For | For |
| 1.2 | Elect Director Bradley J. Gross | Management | For | For |
| 1.3 | Elect Director Wade Oosterman | Management | For | For |
| 1.4 | Elect Director Mark J. Penn | Management | For | For |
| 1.5 | Elect Director Desiree Rogers | Management | For | For |
| 1.6 | Elect Director Eli Samaha | Management | For | For |
| 1.7 | Elect Director Irwin D. Simon | Management | For | Withhold |
| 1.8 | Elect Director Rodney Slater | Management | For | For |
| 1.9 | Elect Director Brandt Vaughan | Management | For | For |
| 2 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| T-MOBILE US, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: TMUS
SECURITY ID: 872590104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andre Almeida | Management | For | For |
| 1.2 | Elect Director Marcelo Claure | Management | For | For |
| 1.3 | Elect Director Srikant M. Datar | Management | For | For |
| 1.4 | Elect Director Srinivasan Gopalan | Management | For | For |
| 1.5 | Elect Director Timotheus Hottges | Management | For | For |
| 1.6 | Elect Director Christian P. Illek | Management | For | For |
| 1.7 | Elect Director Raphael Kubler | Management | For | For |
| 1.8 | Elect Director Thorsten Langheim | Management | For | For |
| 1.9 | Elect Director Dominique Leroy | Management | For | For |
| 1.10 | Elect Director Letitia A. Long | Management | For | For |
| 1.11 | Elect Director G. Michael Sievert | Management | For | For |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| TAKE-TWO INTERACTIVE SOFTWARE, INC.
MEETING DATE: SEP 16, 2022 |
||||
|
TICKER: TTWO
SECURITY ID: 874054109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Strauss Zelnick | Management | For | For |
| 1b | Elect Director Michael Dornemann | Management | For | For |
| 1c | Elect Director J Moses | Management | For | For |
| 1d | Elect Director Michael Sheresky | Management | For | Against |
| 1e | Elect Director LaVerne Srinivasan | Management | For | For |
| 1f | Elect Director Susan Tolson | Management | For | For |
| 1g | Elect Director Paul Viera | Management | For | For |
| 1h | Elect Director Roland Hernandez | Management | For | For |
| 1i | Elect Director William "Bing" Gordon | Management | For | For |
| 1j | Elect Director Ellen Siminoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TECHTARGET, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TTGT
SECURITY ID: 87874R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Cotoia | Management | For | For |
| 1.2 | Elect Director Roger M. Marino | Management | For | For |
| 1.3 | Elect Director Christina Van Houten | Management | For | For |
| 2 | Ratify Stowe & Degon, LLC as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| TELEPHONE AND DATA SYSTEMS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TDS
SECURITY ID: 879433829
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Clarence A. Davis | Management | For | For |
| 1.2 | Elect Director George W. Off | Management | For | Withhold |
| 1.3 | Elect Director Wade Oosterman | Management | For | For |
| 1.4 | Elect Director Dirk S. Woessner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Non-Employee Director Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| THE E.W. SCRIPPS COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: SSP
SECURITY ID: 811054402
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lauren Rich Fine | Management | For | For |
| 1b | Elect Director Burton F. Jablin | Management | For | For |
| 1c | Elect Director Kim Williams | Management | For | For |
| THE INTERPUBLIC GROUP OF COMPANIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: IPG
SECURITY ID: 460690100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Philippe Krakowsky | Management | For | For |
| 1.5 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.6 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt Jr. | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE MARCUS CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MCS
SECURITY ID: 566330106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen H. Marcus | Management | For | For |
| 1.2 | Elect Director Gregory S. Marcus | Management | For | For |
| 1.3 | Elect Director Diane Marcus Gershowitz | Management | For | For |
| 1.4 | Elect Director Allan H. Selig | Management | For | For |
| 1.5 | Elect Director Timothy E. Hoeksema | Management | For | For |
| 1.6 | Elect Director Bruce J. Olson | Management | For | For |
| 1.7 | Elect Director Philip L. Milstein | Management | For | For |
| 1.8 | Elect Director Brian J. Stark | Management | For | For |
| 1.9 | Elect Director Katherine M. Gehl | Management | For | For |
| 1.10 | Elect Director Austin M. Ramirez | 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 |
| THE NEW YORK TIMES COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: NYT
SECURITY ID: 650111107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beth Brooke | Management | For | For |
| 1.2 | Elect Director Rachel Glaser | Management | For | For |
| 1.3 | Elect Director Brian P. McAndrews | Management | For | For |
| 1.4 | Elect Director John W. Rogers, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| THE TRADE DESK, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TTD
SECURITY ID: 88339J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeff T. Green | Management | For | For |
| 1.2 | Elect Director Andrea L. Cunningham | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE WALT DISNEY COMPANY
MEETING DATE: APR 03, 2023 |
||||
|
TICKER: DIS
SECURITY ID: 254687106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Safra A. Catz | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Francis A. deSouza | Management | For | For |
| 1e | Elect Director Carolyn N. Everson | Management | For | For |
| 1f | Elect Director Michael B.G. Froman | Management | For | For |
| 1g | Elect Director Robert A. Iger | Management | For | For |
| 1h | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1i | Elect Director Calvin R. McDonald | Management | For | For |
| 1j | Elect Director Mark G. Parker | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Political Expenditures | Shareholder | Against | Against |
| THRYV HOLDINGS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: THRY
SECURITY ID: 886029206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Slater | Management | For | For |
| 1.2 | Elect Director Joseph A. Walsh | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRIPADVISOR, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TRIP
SECURITY ID: 896945201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory B. Maffei | Management | For | Withhold |
| 1.2 | Elect Director Matt Goldberg | Management | For | For |
| 1.3 | Elect Director Jay C. Hoag | Management | For | For |
| 1.4 | Elect Director Betsy L. Morgan | Management | For | For |
| 1.5 | Elect Director M. Greg O'Hara | Management | For | For |
| 1.6 | Elect Director Jeremy Philips | Management | For | For |
| 1.7 | Elect Director Albert E. Rosenthaler | Management | For | For |
| 1.8 | Elect Director Jane Jie Sun | Management | For | Withhold |
| 1.9 | Elect Director Trynka Shineman Blake | Management | For | For |
| 1.10 | Elect Director Robert S. Wiesenthal | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Change State of Incorporation from Delaware to Nevada | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| TWITTER, INC.
MEETING DATE: SEP 13, 2022 |
||||
|
TICKER: TWTR
SECURITY ID: 90184L102
|
||||
| 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 |
| UNITED STATES CELLULAR CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: USM
SECURITY ID: 911684108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Harry J. Harczak, Jr. | Management | For | Withhold |
| 1.2 | Elect Director Gregory P. Josefowicz | Management | For | For |
| 1.3 | Elect Director Cecelia D. Stewart | Management | For | For |
| 1.4 | Elect Director Xavier D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VERIZON COMMUNICATIONS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: VZ
SECURITY ID: 92343V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Vittorio Colao | Management | For | For |
| 1.5 | Elect Director Melanie Healey | Management | For | For |
| 1.6 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.7 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel Schulman | Management | For | For |
| 1.9 | Elect Director Rodney Slater | Management | For | For |
| 1.10 | Elect Director Carol Tome | Management | For | For |
| 1.11 | Elect Director Hans Vestberg | Management | For | For |
| 1.12 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Government Requests to Remove Content | Shareholder | Against | Against |
| 6 | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Shareholder | Against | Against |
| 7 | Amend Clawback Policy | Shareholder | Against | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VIMEO, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: VMEO
SECURITY ID: 92719V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander von Furstenberg | Management | For | For |
| 1.2 | Elect Director Adam Gross | Management | For | For |
| 1.3 | Elect Director Alesia J. Haas | Management | For | For |
| 1.4 | Elect Director Jay Herratti | Management | For | For |
| 1.5 | Elect Director Ida Kane | Management | For | For |
| 1.6 | Elect Director Mo Koyfman | Management | For | Withhold |
| 1.7 | Elect Director Shelton "Spike" Lee | Management | For | For |
| 1.8 | Elect Director Nabil Mallick | Management | For | For |
| 1.9 | Elect Director Glenn H. Schiffman | Management | For | For |
| 1.10 | Elect Director Anjali Sud | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| VIVID SEATS INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: SEAT
SECURITY ID: 92854T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Craig Dixon | Management | For | For |
| 1.2 | Elect Director Tom Ehrhart | Management | For | For |
| 1.3 | Elect Director Martin Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WARNER BROS. DISCOVERY, INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: WBD
SECURITY ID: 934423104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Li Haslett Chen | Management | For | For |
| 1.2 | Elect Director Kenneth W. Lowe | Management | For | For |
| 1.3 | Elect Director Paula A. Price | Management | For | For |
| 1.4 | Elect Director David M. Zaslav | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| WIDEOPENWEST, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: WOW
SECURITY ID: 96758W101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gunjan Bhow | Management | For | For |
| 1b | Elect Director Jill Bright | Management | For | For |
| 1c | Elect Director Brian Cassidy | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| WORLD WRESTLING ENTERTAINMENT, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: WWE
SECURITY ID: 98156Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vincent K. Mcmahon | Management | For | For |
| 1.2 | Elect Director Nick Khan | Management | For | For |
| 1.3 | Elect Director Paul "Triple H" Levesque | Management | For | For |
| 1.4 | Elect Director George A. Barrios | Management | For | Withhold |
| 1.5 | Elect Director Steve Koonin | Management | For | Withhold |
| 1.6 | Elect Director Michelle R. McKenna | Management | For | For |
| 1.7 | Elect Director Steve Pamon | Management | For | Withhold |
| 1.8 | Elect Director Michelle D. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| YELP INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: YELP
SECURITY ID: 985817105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fred D. Anderson, Jr. | Management | For | For |
| 1.2 | Elect Director Christine Barone | Management | For | For |
| 1.3 | Elect Director Robert Gibbs | Management | For | For |
| 1.4 | Elect Director George Hu | Management | For | For |
| 1.5 | Elect Director Diane Irvine | Management | For | For |
| 1.6 | Elect Director Sharon Rothstein | Management | For | For |
| 1.7 | Elect Director Jeremy Stoppelman | Management | For | For |
| 1.8 | Elect Director Chris Terrill | Management | For | For |
| 1.9 | Elect Director Tony Wells | 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 Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| ZIFF DAVIS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ZD
SECURITY ID: 48123V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Shah | Management | For | For |
| 1b | Elect Director Sarah Fay | Management | For | For |
| 1c | Elect Director Trace Harris | Management | For | For |
| 1d | Elect Director W. Brian Kretzmer | Management | For | For |
| 1e | Elect Director Jonathan F. Miller | Management | For | For |
| 1f | Elect Director Scott C. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZIPRECRUITER, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: ZIP
SECURITY ID: 98980B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brie Carere | Management | For | For |
| 1.2 | Elect Director Eric Liaw | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZOOMINFO TECHNOLOGIES INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ZI
SECURITY ID: 98980F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd Crockett | Management | For | For |
| 1.2 | Elect Director Patrick McCarter | Management | For | Withhold |
| 1.3 | Elect Director D. Randall Winn | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 1-800-FLOWERS.COM, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: FLWS
SECURITY ID: 68243Q106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Celia R. Brown | Management | For | For |
| 1.2 | Elect Director James A. Cannavino | Management | For | For |
| 1.3 | Elect Director Dina Colombo | Management | For | For |
| 1.4 | Elect Director Eugene F. DeMark | Management | For | For |
| 1.5 | Elect Director Leonard J. Elmore | Management | For | For |
| 1.6 | Elect Director Adam Hanft | Management | For | For |
| 1.7 | Elect Director Stephanie Redish Hofmann | Management | For | For |
| 1.8 | Elect Director Christopher G. McCann | Management | For | For |
| 1.9 | Elect Director James F. McCann | Management | For | For |
| 1.10 | Elect Director Katherine Oliver | Management | For | For |
| 1.11 | Elect Director Larry Zarin | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 2U, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TWOU
SECURITY ID: 90214J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John M. Larson | Management | For | For |
| 1b | Elect Director Edward S. Macias | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| ABERCROMBIE & FITCH CO.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: ANF
SECURITY ID: 002896207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Susie Coulter | Management | For | For |
| 1c | Elect Director Sarah M. Gallagher | Management | For | For |
| 1d | Elect Director James A. Goldman | Management | For | For |
| 1e | Elect Director Fran Horowitz | Management | For | For |
| 1f | Elect Director Helen E. McCluskey | Management | For | For |
| 1g | Elect Director Kenneth B. Robinson | Management | For | For |
| 1h | Elect Director Nigel Travis | Management | For | For |
| 1i | Elect Director Helen Vaid | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ACADEMY SPORTS AND OUTDOORS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ASO
SECURITY ID: 00402L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ken C. Hicks | Management | For | For |
| 1b | Elect Director Beryl B. Raff | Management | For | For |
| 1c | Elect Director Jeff C. Tweedy | 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 |
| ACCEL ENTERTAINMENT, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ACEL
SECURITY ID: 00436Q106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Karl Peterson | Management | For | For |
| 1.2 | Elect Director Dee Robinson | Management | For | For |
| 1.3 | Elect Director Andrew Rubenstein | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| ACUSHNET HOLDINGS CORP.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: GOLF
SECURITY ID: 005098108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Maher | Management | For | For |
| 1.2 | Elect Director Yoon Soo (Gene) Yoon | Management | For | Withhold |
| 1.3 | Elect Director Leanne Cunningham | Management | For | For |
| 1.4 | Elect Director Gregory Hewett | Management | For | For |
| 1.5 | Elect Director Ho Yeon (Aaron) Lee | Management | For | For |
| 1.6 | Elect Director Jan Singer | Management | For | For |
| 1.7 | Elect Director Steven Tishman | Management | For | For |
| 1.8 | Elect Director Keun Chang (Kevin) Yoon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ADIENT PLC
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: ADNT
SECURITY ID: G0084W101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julie L. Bushman | Management | For | For |
| 1b | Elect Director Peter H. Carlin | Management | For | For |
| 1c | Elect Director Douglas G. Del Grosso | Management | For | For |
| 1d | Elect Director Ricky T. 'Rick' Dillon | Management | For | For |
| 1e | Elect Director Richard Goodman | Management | For | For |
| 1f | Elect Director Jose M. Gutierrez | Management | For | For |
| 1g | Elect Director Frederick A. 'Fritz' Henderson | Management | For | For |
| 1h | Elect Director Barb J. Samardzich | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorise Issue of Equity | Management | For | For |
| 6 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| ADT INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: ADT
SECURITY ID: 00090Q103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marc E. Becker | Management | For | Withhold |
| 1.2 | Elect Director Stephanie Drescher | Management | For | For |
| 1.3 | Elect Director Reed B. Rayman | Management | For | For |
| 1.4 | Elect Director Sigal Zarmi | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ADTALEM GLOBAL EDUCATION INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ATGE
SECURITY ID: 00737L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen W. Beard | Management | For | For |
| 1b | Elect Director William W. Burke | Management | For | For |
| 1c | Elect Director Charles DeShazer | Management | For | For |
| 1d | Elect Director Mayur Gupta | Management | For | For |
| 1e | Elect Director Donna J. Hrinak | Management | For | For |
| 1f | Elect Director Georgette Kiser | Management | For | For |
| 1g | Elect Director Liam Krehbiel | Management | For | For |
| 1h | Elect Director Michael W. Malafronte | Management | For | For |
| 1i | Elect Director Sharon L. O'Keefe | Management | For | For |
| 1j | Elect Director Kenneth J. Phelan | Management | For | For |
| 1k | Elect Director Lisa W. Wardell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADVANCE AUTO PARTS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AAP
SECURITY ID: 00751Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carla J. Bailo | Management | For | For |
| 1b | Elect Director John F. Ferraro | Management | For | For |
| 1c | Elect Director Thomas R. Greco | Management | For | For |
| 1d | Elect Director Joan M. Hilson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Douglas A. Pertz | Management | For | For |
| 1h | Elect Director Sherice R. Torres | Management | For | For |
| 1i | Elect Director Arthur L. Valdez, Jr. | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| AIRBNB, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ABNB
SECURITY ID: 009066101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nathan Blecharczyk | Management | For | For |
| 1.2 | Elect Director Alfred Lin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALLBIRDS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: BIRD
SECURITY ID: 01675A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dan Levitan | Management | For | Withhold |
| 1.2 | Elect Director Joseph Zwillinger | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| AMAZON.COM, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMZN
SECURITY ID: 023135106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Against |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERICA'S CAR-MART, INC.
MEETING DATE: AUG 30, 2022 |
||||
|
TICKER: CRMT
SECURITY ID: 03062T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ann G. Bordelon | Management | For | For |
| 1b | Elect Director Julia K. Davis | Management | For | For |
| 1c | Elect Director Daniel J. Englander | Management | For | For |
| 1d | Elect Director William H. Henderson | Management | For | For |
| 1e | Elect Director Dawn C. Morris | Management | For | For |
| 1f | Elect Director Joshua G. Welch | Management | For | For |
| 1g | Elect Director Jeffrey A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Amend Stock Option Plan | Management | For | For |
| AMERICAN AXLE & MANUFACTURING HOLDINGS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: AXL
SECURITY ID: 024061103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James A. McCaslin | Management | For | For |
| 1.2 | Elect Director William P. Miller, II | Management | For | For |
| 1.3 | Elect Director Sandra E. Pierce | 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 |
| AMERICAN EAGLE OUTFITTERS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: AEO
SECURITY ID: 02553E106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay L. Schottenstein | Management | For | For |
| 1.2 | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| AMMO, INC.
MEETING DATE: JAN 05, 2023 |
||||
|
TICKER: POWW
SECURITY ID: 00175J107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fred W. Wagenhals | Management | For | For |
| 1.2 | Elect Director Russell William "Rusty" Wallace, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Harry S. Markley | Management | For | For |
| 1.4 | Elect Director Randy E. Luth | Management | For | For |
| 1.5 | Elect Director Jessica M. Lockett | Management | For | For |
| 1.6 | Elect Director Steven F. Urvan | Management | For | For |
| 1.7 | Elect Director Richard R. Childress | Management | For | For |
| 1.8 | Elect Director Wayne Walker | Management | For | For |
| 1.9 | Elect Director Christos Tsentas | Management | For | For |
| 2 | Ratify Pannell Kerr Forster of Texas, P.C. 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 |
| APTIV PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: APTV
SECURITY ID: G6095L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARAMARK
MEETING DATE: FEB 03, 2023 |
||||
|
TICKER: ARMK
SECURITY ID: 03852U106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan M. Cameron | Management | For | For |
| 1b | Elect Director Greg Creed | Management | For | For |
| 1c | Elect Director Bridgette P. Heller | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Kenneth M. Keverian | Management | For | For |
| 1f | Elect Director Karen M. King | Management | For | For |
| 1g | Elect Director Patricia E. Lopez | Management | For | For |
| 1h | Elect Director Stephen I. Sadove | Management | For | For |
| 1i | Elect Director Kevin G. Wills | Management | For | For |
| 1j | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1k | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| ARHAUS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ARHS
SECURITY ID: 04035M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brad Brutocao | Management | For | For |
| 1.2 | Elect Director Alexis DePree | Management | For | For |
| 1.3 | Elect Director Rick Doody | Management | For | For |
| 1.4 | Elect Director Andrea Hyde | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ARKO CORP.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: ARKO
SECURITY ID: 041242108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew R. Heyer | Management | For | For |
| 1.2 | Elect Director Steven J. Heyer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ASBURY AUTOMOTIVE GROUP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ABG
SECURITY ID: 043436104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Reddin | Management | For | For |
| 1.2 | Elect Director Joel Alsfine | Management | For | For |
| 1.3 | Elect Director William D. Fay | Management | For | For |
| 1.4 | Elect Director David W. Hult | Management | For | For |
| 1.5 | Elect Director Juanita T. James | Management | For | For |
| 1.6 | Elect Director Philip F. Maritz | Management | For | For |
| 1.7 | Elect Director Maureen F. Morrison | Management | For | For |
| 1.8 | Elect Director Bridget Ryan-Berman | Management | For | For |
| 1.9 | Elect Director Hilliard C. Terry, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AUTOLIV, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ALV
SECURITY ID: 052800109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mikael Bratt | Management | For | For |
| 1.2 | Elect Director Laurie Brlas | Management | For | For |
| 1.3 | Elect Director Jan Carlson | Management | For | For |
| 1.4 | Elect Director Hasse Johansson | Management | For | For |
| 1.5 | Elect Director Leif Johansson | Management | For | For |
| 1.6 | Elect Director Franz-Josef Kortum | Management | For | For |
| 1.7 | Elect Director Frederic Lissalde | Management | For | For |
| 1.8 | Elect Director Xiaozhi Liu | Management | For | For |
| 1.9 | Elect Director Gustav Lundgren | Management | For | For |
| 1.10 | Elect Director Martin Lundstedt | Management | For | For |
| 1.11 | Elect Director Thaddeus J. "Ted" Senko | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young AB as Auditors | Management | For | For |
| AUTONATION, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: AN
SECURITY ID: 05329W102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rick L. Burdick | Management | For | For |
| 1b | Elect Director David B. Edelson | Management | For | For |
| 1c | Elect Director Robert R. Grusky | Management | For | For |
| 1d | Elect Director Norman K. Jenkins | Management | For | For |
| 1e | Elect Director Lisa Lutoff-Perlo | Management | For | For |
| 1f | Elect Director Michael Manley | Management | For | For |
| 1g | Elect Director G. Mike Mikan | Management | For | For |
| 1h | Elect Director Jacqueline A. Travisano | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| AUTOZONE, INC.
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: AZO
SECURITY ID: 053332102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BALLY'S CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: BALY
SECURITY ID: 05875B106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George T. Papanier | Management | For | For |
| 1b | Elect Director Jeffrey W. Rollins | 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 |
| BARK, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: BARK
SECURITY ID: 68622E104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Betsy McLaughlin | Management | For | Withhold |
| 1b | Elect Director Henrik Werdelin | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BATH & BODY WORKS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: BBWI
SECURITY ID: 070830104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia S. Bellinger | Management | For | For |
| 1.2 | Elect Director Alessandro Bogliolo | Management | For | For |
| 1.3 | Elect Director Gina R. Boswell | Management | For | For |
| 1.4 | Elect Director Lucy O. Brady | Management | For | For |
| 1.5 | Elect Director Francis A. Hondal | Management | For | For |
| 1.6 | Elect Director Thomas J. Kuhn | Management | For | For |
| 1.7 | Elect Director Danielle M. Lee | Management | For | For |
| 1.8 | Elect Director Michael G. Morris | Management | For | For |
| 1.9 | Elect Director Sarah E. Nash | Management | For | For |
| 1.10 | Elect Director Juan Rajlin | Management | For | For |
| 1.11 | Elect Director Stephen D. Steinour | Management | For | For |
| 1.12 | Elect Director J.K. Symancyk | Management | For | For |
| 1.13 | Elect Director Steven E. Voskuil | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| BED BATH & BEYOND INC.
MEETING DATE: JUL 14, 2022 |
||||
|
TICKER: BBBY
SECURITY ID: 075896100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Harriet Edelman | Management | For | For |
| 1b | Elect Director Mark J. Tritton *Withdrawn Resolution* | Management | None | None |
| 1c | Elect Director Marjorie Bowen | Management | For | For |
| 1d | Elect Director Sue E. Gove | Management | For | For |
| 1e | Elect Director Jeffrey A. Kirwan | Management | For | For |
| 1f | Elect Director Shelly Lombard | Management | For | For |
| 1g | Elect Director Benjamin Rosenzweig | Management | For | For |
| 1h | Elect Director Joshua E. Schechter | Management | For | For |
| 1i | Elect Director Minesh Shah | Management | For | For |
| 1j | Elect Director Andrea M. Weiss | Management | For | For |
| 1k | Elect Director Ann Yerger | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BEST BUY CO., INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BBY
SECURITY ID: 086516101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director David W. Kenny | Management | For | For |
| 1e | Elect Director Mario J. Marte | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Claudia F. Munce | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Steven E. Rendle | Management | For | For |
| 1j | Elect Director Sima D. Sistani | Management | For | For |
| 1k | Elect Director Melinda D. Whittington | Management | For | For |
| 1l | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BIG LOTS, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: BIG
SECURITY ID: 089302103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sandra Y. Campos | Management | For | For |
| 1.2 | Elect Director James R. Chambers | Management | For | For |
| 1.3 | Elect Director Sebastian J. DiGrande | Management | For | For |
| 1.4 | Elect Director Marla C. Gottschalk | Management | For | For |
| 1.5 | Elect Director Cynthia T. Jamison | Management | For | For |
| 1.6 | Elect Director Christopher J. McCormick | Management | For | For |
| 1.7 | Elect Director Kimberley A. Newton | Management | For | For |
| 1.8 | Elect Director Nancy A. Reardon | Management | For | For |
| 1.9 | Elect Director Wendy L. Schoppert | Management | For | For |
| 1.10 | Elect Director Bruce K. Thorn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BJ'S RESTAURANTS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: BJRI
SECURITY ID: 09180C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter (Pete) A. Bassi | Management | For | For |
| 1.2 | Elect Director Larry D. Bouts | Management | For | For |
| 1.3 | Elect Director Bina Chaurasia | Management | For | For |
| 1.4 | Elect Director James (Jim) A. Dal Pozzo | Management | For | For |
| 1.5 | Elect Director Gerald (Jerry) W. Deitchle | Management | For | For |
| 1.6 | Elect Director Noah A. Elbogen | Management | For | For |
| 1.7 | Elect Director Gregory (Greg) S. Levin | Management | For | For |
| 1.8 | Elect Director Lea Anne S. Ottinger | Management | For | For |
| 1.9 | Elect Director Julius W. Robinson, Jr. | Management | For | For |
| 1.10 | Elect Director Janet M. Sherlock | Management | For | For |
| 1.11 | Elect Director Gregory (Greg) A. Trojan | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| BLOOMIN' BRANDS, INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: BLMN
SECURITY ID: 094235108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julie Kunkel | Management | For | For |
| 1.2 | Elect Director Tara Walpert Levy | Management | For | For |
| 1.3 | Elect Director Melanie Marein-Efron | Management | For | For |
| 1.4 | Elect Director James R. Craigie | Management | For | For |
| 1.5 | Elect Director David J. Deno | Management | For | For |
| 1.6 | Elect Director Lawrence V. Jackson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 5 | Amend Charter to Permit the Exculpation of Officers Consistent with Changes to Delaware General Corporation Law | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| 7 | Adopt Near and Long-Term Science-Based GHG Emissions Reduction Targets | Shareholder | Against | Against |
| BOOKING HOLDINGS INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BKNG
SECURITY ID: 09857L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BOOT BARN HOLDINGS, INC.
MEETING DATE: AUG 29, 2022 |
||||
|
TICKER: BOOT
SECURITY ID: 099406100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Starrett | Management | For | For |
| 1.2 | Elect Director Chris Bruzzo | Management | For | For |
| 1.3 | Elect Director Eddie Burt | Management | For | For |
| 1.4 | Elect Director James G. Conroy | Management | For | For |
| 1.5 | Elect Director Lisa G. Laube | Management | For | Withhold |
| 1.6 | Elect Director Anne MacDonald | Management | For | For |
| 1.7 | Elect Director Brenda I. Morris | Management | For | For |
| 1.8 | Elect Director Brad Weston | 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 |
| BORGWARNER INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: BWA
SECURITY ID: 099724106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Sara A. Greenstein | Management | For | For |
| 1B | Elect Director Michael S. Hanley | Management | For | For |
| 1C | Elect Director Frederic B. Lissalde | Management | For | For |
| 1D | Elect Director Shaun E. McAlmont | Management | For | For |
| 1E | Elect Director Deborah D. McWhinney | Management | For | For |
| 1F | Elect Director Alexis P. Michas | Management | For | For |
| 1G | Elect Director Sailaja K. Shankar | Management | For | For |
| 1H | Elect Director Hau N. Thai-Tang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Just Transition | Shareholder | Against | Against |
| BOWLERO CORP.
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: BOWL
SECURITY ID: 10258P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Robert J. Bass | Management | For | For |
| 1.3 | Elect Director Sandeep Mathrani | Management | For | For |
| 1.4 | Elect Director Brett I. Parker | Management | For | For |
| 1.5 | Elect Director Alberto Perlman | Management | For | For |
| 1.6 | Elect Director Thomas F. Shannon | Management | For | For |
| 1.7 | Elect Director Rachael A. Wagner | Management | For | For |
| 1.8 | Elect Director Michelle Wilson | Management | For | For |
| 1.9 | Elect Director John A. Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BOXED, INC.
MEETING DATE: SEP 15, 2022 |
||||
|
TICKER: BOXD
SECURITY ID: 103174108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew C. Pearson | Management | For | For |
| 1.2 | Elect Director Harshul Sanghi | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BOYD GAMING CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BYD
SECURITY ID: 103304101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John R. Bailey | Management | For | For |
| 1.2 | Elect Director William R. Boyd | Management | For | For |
| 1.3 | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1.4 | Elect Director Keith E. Smith | Management | For | For |
| 1.5 | Elect Director Christine J. Spadafor | Management | For | For |
| 1.6 | Elect Director A. Randall Thoman | Management | For | For |
| 1.7 | Elect Director Peter M. Thomas | Management | For | For |
| 1.8 | Elect Director Paul W. Whetsell | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| BRIGHT HORIZONS FAMILY SOLUTIONS, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: BFAM
SECURITY ID: 109194100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen H. Kramer | Management | For | For |
| 1b | Elect Director Sara Lawrence-Lightfoot | Management | For | For |
| 1c | Elect Director Cathy E. Minehan | 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 |
| BRINKER INTERNATIONAL, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: EAT
SECURITY ID: 109641100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph M. DePinto | Management | For | For |
| 1.2 | Elect Director Frances L. Allen | Management | For | For |
| 1.3 | Elect Director Cynthia L. Davis | Management | For | For |
| 1.4 | Elect Director Harriet Edelman | Management | For | For |
| 1.5 | Elect Director William T. Giles | Management | For | For |
| 1.6 | Elect Director Kevin D. Hochman | Management | For | For |
| 1.7 | Elect Director Ramona T. Hood | Management | For | For |
| 1.8 | Elect Director James C. Katzman | Management | For | For |
| 1.9 | Elect Director Prashant N. Ranade | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 5 | Report on Measures to End Use of Medically Important Antibiotics in Beef and Pork Supply Chains | Shareholder | Against | Against |
| BRUNSWICK CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BC
SECURITY ID: 117043109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nancy E. Cooper | Management | For | For |
| 1b | Elect Director David C. Everitt | Management | For | For |
| 1c | Elect Director Reginald Fils-Aime | Management | For | For |
| 1d | Elect Director Lauren P. Flaherty | Management | For | For |
| 1e | Elect Director David M. Foulkes | Management | For | For |
| 1f | Elect Director Joseph W. McClanathan | Management | For | For |
| 1g | Elect Director David V. Singer | Management | For | For |
| 1h | Elect Director J. Steven Whisler | Management | For | For |
| 1i | Elect Director Roger J. Wood | Management | For | For |
| 1j | Elect Director MaryAnn Wright | Management | For | For |
| 2a | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 2b | Amend Certificate of Incorporation | Management | For | For |
| 2c | Amend Charter | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BURLINGTON STORES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: BURL
SECURITY ID: 122017106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ted English | Management | For | For |
| 1b | Elect Director Jordan Hitch | Management | For | For |
| 1c | Elect Director Mary Ann Tocio | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CAESARS ENTERTAINMENT, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: CZR
SECURITY ID: 12769G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary L. Carano | Management | For | For |
| 1.2 | Elect Director Bonnie S. Biumi | Management | For | For |
| 1.3 | Elect Director Jan Jones Blackhurst | Management | For | For |
| 1.4 | Elect Director Frank J. Fahrenkopf | Management | For | For |
| 1.5 | Elect Director Don R. Kornstein | Management | For | For |
| 1.6 | Elect Director Courtney R. Mather | Management | For | For |
| 1.7 | Elect Director Michael E. Pegram | Management | For | For |
| 1.8 | Elect Director Thomas R. Reeg | Management | For | For |
| 1.9 | Elect Director David P. Tomick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| CALERES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: CAL
SECURITY ID: 129500104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lisa A. Flavin | Management | For | For |
| 1.2 | Elect Director Brenda C. Freeman | Management | For | For |
| 1.3 | Elect Director Lori H. Greeley | Management | For | For |
| 1.4 | Elect Director Mahendra R. Gupta | Management | For | For |
| 1.5 | Elect Director Carla C. Hendra | Management | For | For |
| 1.6 | Elect Director Ward M. Klein | Management | For | For |
| 1.7 | Elect Director Steven W. Korn | Management | For | For |
| 1.8 | Elect Director Wenda Harris Millard | Management | For | For |
| 1.9 | Elect Director John W. Schmidt | Management | For | For |
| 1.10 | Elect Director Diane M. Sullivan | Management | For | For |
| 1.11 | Elect Director Bruce K. Thorn | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CAMPING WORLD HOLDINGS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: CWH
SECURITY ID: 13462K109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary J. George | Management | For | For |
| 1.2 | Elect Director K. Dillon Schickli | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CANOO INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: GOEV
SECURITY ID: 13803R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas Dattilo | Management | For | Withhold |
| 1.2 | Elect Director Arthur Kingsbury | Management | For | For |
| 1.3 | Elect Director Claudia Romo Edelman (Gonzales Romo) | Management | For | For |
| 1.4 | Elect Director Rainer Schmueckle | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CANOO INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: GOEV
SECURITY ID: 13803R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Potential Issuance of Shares Upon Exercise of Certain Warrants under the Warrant Issuance Agreement with Walmart Inc. | Management | For | For |
| 2 | Approve Issuance of Shares Pursuant to the Pre-Paid Advance Agreement with YA II PN, LTD | Management | For | For |
| 3 | Approve an Amendment to the Pre-Paid Advance Facility with Yorkville to Reduce the Floor Price | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| CAPRI HOLDINGS LIMITED
MEETING DATE: AUG 03, 2022 |
||||
|
TICKER: CPRI
SECURITY ID: G1890L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy Gibbons | Management | For | For |
| 1b | Elect Director Jane Thompson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CARMAX, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: KMX
SECURITY ID: 143130102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Ronald E. Blaylock | Management | For | For |
| 1c | Elect Director Sona Chawla | Management | For | For |
| 1d | Elect Director Thomas J. Folliard | Management | For | For |
| 1e | Elect Director Shira Goodman | Management | For | For |
| 1f | Elect Director David W. McCreight | Management | For | For |
| 1g | Elect Director William D. Nash | Management | For | For |
| 1h | Elect Director Mark F. O'Neil | Management | For | For |
| 1i | Elect Director Pietro Satriano | Management | For | For |
| 1j | Elect Director Marcella Shinder | Management | For | For |
| 1k | Elect Director Mitchell D. Steenrod | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| CARNIVAL CORPORATION
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: CCL
SECURITY ID: 143658300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Re-elect Micky Arison as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 2 | Re-elect Jonathon Band as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 3 | Re-elect Jason Glen Cahilly as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | Against |
| 4 | Re-elect Helen Deeble as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | Against |
| 5 | Re-elect Jeffrey J. Gearhart as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 6 | Re-elect Katie Lahey as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 7 | Elect Sara Mathew as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 8 | Re-elect Stuart Subotnick as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 9 | Re-elect Laura Weil as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | Against |
| 10 | Elect Josh Weinstein as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 11 | Re-elect Randall Weisenburger as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | Against |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Approve Directors' Remuneration Report (in Accordance with Legal Requirements Applicable to UK Companies) | Management | For | Against |
| 15 | Approve Remuneration Policy | Management | For | For |
| 16 | Reappoint PricewaterhouseCoopers LLP as Independent Auditors of Carnival plc; Ratify the Selection of the U.S. Firm of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm of Carnival Corporation | Management | For | For |
| 17 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 18 | Receive the Accounts and Reports of the Directors and Auditors of Carnival plc for the Year Ended November 30, 2022 (in Accordance with Legal Requirements Applicable to UK Companies) | Management | For | For |
| 19 | Approve Issuance of Equity | Management | For | For |
| 20 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 21 | Authorize Share Repurchase Program | Management | For | For |
| 22 | Amend Omnibus Stock Plan | Management | For | For |
| CARPARTS.COM, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PRTS
SECURITY ID: 14427M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Henry J. Maier | Management | For | For |
| 1.2 | Elect Director Nanxi Liu | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| CARRIAGE SERVICES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CSV
SECURITY ID: 143905107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas B. Meehan | Management | For | For |
| 1.2 | Elect Director Donald D. Patteson, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CARTER'S, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CRI
SECURITY ID: 146229109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rochester (Rock) Anderson, Jr. | Management | For | For |
| 1.2 | Elect Director Jeffrey H. Black | Management | For | For |
| 1.3 | Elect Director Hali Borenstein | Management | For | For |
| 1.4 | Elect Director Luis Borgen | Management | For | For |
| 1.5 | Elect Director Michael D. Casey | Management | For | For |
| 1.6 | Elect Director Jevin S. Eagle | Management | For | For |
| 1.7 | Elect Director Mark P. Hipp | Management | For | For |
| 1.8 | Elect Director William J. Montgoris | Management | For | For |
| 1.9 | Elect Director Stacey S. Rauch | Management | For | For |
| 1.10 | Elect Director Gretchen W. Schar | Management | For | For |
| 1.11 | Elect Director Stephanie P. Stahl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CARVANA CO.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: CVNA
SECURITY ID: 146869102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Maroone | Management | For | Withhold |
| 1.2 | Elect Director Neha Parikh | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| CAVCO INDUSTRIES, INC.
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: CVCO
SECURITY ID: 149568107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David A. Greenblatt | Management | For | For |
| 1b | Elect Director Richard A. Kerley | Management | For | For |
| 1c | Elect Director Julia W. Sze | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| CENTURY COMMUNITIES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CCS
SECURITY ID: 156504300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dale Francescon | Management | For | For |
| 1b | Elect Director Robert J. Francescon | Management | For | For |
| 1c | Elect Director Patricia L. Arvielo | Management | For | For |
| 1d | Elect Director John P. Box | Management | For | Against |
| 1e | Elect Director Keith R. Guericke | Management | For | For |
| 1f | Elect Director James M. Lippman | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | 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 |
| CHEGG, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CHGG
SECURITY ID: 163092109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Renee Budig | Management | For | For |
| 1b | Elect Director Dan Rosensweig | Management | For | For |
| 1c | Elect Director Ted Schlein | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CHEWY, INC.
MEETING DATE: JUL 14, 2022 |
||||
|
TICKER: CHWY
SECURITY ID: 16679L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James Kim | Management | For | For |
| 1.2 | Elect Director David Leland | Management | For | For |
| 1.3 | Elect Director Lisa Sibenac | Management | For | For |
| 1.4 | Elect Director Sumit Singh | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| CHICO'S FAS, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: CHS
SECURITY ID: 168615102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bonnie R. Brooks | Management | For | For |
| 1b | Elect Director Janice L. Fields | Management | For | For |
| 1c | Elect Director Deborah L. Kerr | Management | For | For |
| 1d | Elect Director Eli M. Kumekpor | Management | For | For |
| 1e | Elect Director Molly Langenstein | Management | For | For |
| 1f | Elect Director John J. Mahoney | Management | For | For |
| 1g | Elect Director Kevin Mansell | Management | For | For |
| 1h | Elect Director Kim Roy | Management | For | For |
| 1i | Elect Director David F. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CHIPOTLE MEXICAN GRILL, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: CMG
SECURITY ID: 169656105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert S. Baldocchi | Management | For | For |
| 1.2 | Elect Director Matthew A. Carey | Management | For | For |
| 1.3 | Elect Director Gregg L. Engles | Management | For | For |
| 1.4 | Elect Director Patricia Fili-Krushel | Management | For | For |
| 1.5 | Elect Director Mauricio Gutierrez | Management | For | For |
| 1.6 | Elect Director Robin Hickenlooper | Management | For | For |
| 1.7 | Elect Director Scott Maw | Management | For | For |
| 1.8 | Elect Director Brian Niccol | Management | For | For |
| 1.9 | Elect Director Mary Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 6 | Adopt Policy to Not Interfere with Freedom of Association Rights | Shareholder | Against | Against |
| CHOICE HOTELS INTERNATIONAL, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CHH
SECURITY ID: 169905106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian B. Bainum | Management | For | For |
| 1.2 | Elect Director Stewart W. Bainum, Jr. | Management | For | For |
| 1.3 | Elect Director William L. Jews | Management | For | For |
| 1.4 | Elect Director Monte J.M. Koch | Management | For | For |
| 1.5 | Elect Director Liza K. Landsman | Management | For | For |
| 1.6 | Elect Director Patrick S. Pacious | Management | For | For |
| 1.7 | Elect Director Ervin R. Shames | Management | For | For |
| 1.8 | Elect Director Gordon A. Smith | Management | For | For |
| 1.9 | Elect Director Maureen D. Sullivan | Management | For | For |
| 1.10 | Elect Director John P. Tague | Management | For | Against |
| 1.11 | Elect Director Donna F. Vieira | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CHURCHILL DOWNS INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CHDN
SECURITY ID: 171484108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Fealy | Management | For | For |
| 1.2 | Elect Director Douglas C. Grissom | Management | For | For |
| 1.3 | Elect Director Daniel P. Harrington | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHUY'S HOLDINGS, INC.
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: CHUY
SECURITY ID: 171604101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Saed Mohseni | Management | For | For |
| 1.2 | Elect Director Ira Zecher | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| CLARUS CORPORATION
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CLAR
SECURITY ID: 18270P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren B. Kanders | Management | For | For |
| 1.2 | Elect Director Donald L. House | Management | For | Withhold |
| 1.3 | Elect Director Nicholas Sokolow | Management | For | Withhold |
| 1.4 | Elect Director Michael A. Henning | Management | For | For |
| 1.5 | Elect Director Susan Ottmann | Management | For | For |
| 1.6 | Elect Director James E. Walker, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| COLUMBIA SPORTSWEAR COMPANY
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: COLM
SECURITY ID: 198516106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Boyle | Management | For | For |
| 1.2 | Elect Director Stephen E. Babson | Management | For | For |
| 1.3 | Elect Director Andy D. Bryant | Management | For | For |
| 1.4 | Elect Director John W. Culver | Management | For | For |
| 1.5 | Elect Director Kevin Mansell | Management | For | For |
| 1.6 | Elect Director Ronald E. Nelson | Management | For | For |
| 1.7 | Elect Director Christiana Smith Shi | Management | For | For |
| 1.8 | Elect Director Sabrina L. Simmons | Management | For | For |
| 1.9 | Elect Director Malia H. Wasson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CONTEXTLOGIC INC.
MEETING DATE: APR 10, 2023 |
||||
|
TICKER: WISH
SECURITY ID: 21077C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lawrence Kutscher | Management | For | For |
| 1.2 | Elect Director Stephanie Tilenius | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Reverse Stock Split | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| COURSERA, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: COUR
SECURITY ID: 22266M104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amanda M. Clark | Management | For | Withhold |
| 1.2 | Elect Director Christopher D. McCarthy | Management | For | For |
| 1.3 | Elect Director Andrew Y. Ng | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CRACKER BARREL OLD COUNTRY STORE, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: CBRL
SECURITY ID: 22410J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas H. Barr | Management | For | For |
| 1.2 | Elect Director Carl T. Berquist | Management | For | For |
| 1.3 | Elect Director Jody L. Bilney | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Meg G. Crofton | Management | For | For |
| 1.6 | Elect Director Gilbert R. Davila | Management | For | For |
| 1.7 | Elect Director William W. McCarten | Management | For | For |
| 1.8 | Elect Director Coleman H. Peterson | Management | For | For |
| 1.9 | Elect Director Gisel Ruiz | Management | For | For |
| 1.10 | Elect Director Darryl L. (Chip) Wade | Management | For | For |
| 1.11 | Elect Director Andrea M. Weiss | 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 |
| CRICUT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CRCT
SECURITY ID: 22658D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ashish Arora | Management | For | For |
| 1.2 | Elect Director Len Blackwell | Management | For | For |
| 1.3 | Elect Director Steven Blasnik | Management | For | For |
| 1.4 | Elect Director Russell Freeman | Management | For | For |
| 1.5 | Elect Director Jason Makler | Management | For | Withhold |
| 1.6 | Elect Director Melissa Reiff | Management | For | For |
| 1.7 | Elect Director Billie Williamson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| CROCS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: CROX
SECURITY ID: 227046109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Smach | Management | For | For |
| 1.2 | Elect Director Beth J. Kaplan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| D.R. HORTON, INC.
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: DHI
SECURITY ID: 23331A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald R. Horton | Management | For | For |
| 1b | Elect Director Barbara K. Allen | Management | For | For |
| 1c | Elect Director Brad S. Anderson | Management | For | For |
| 1d | Elect Director Michael R. Buchanan | Management | For | For |
| 1e | Elect Director Benjamin S. Carson, Sr. | Management | For | For |
| 1f | Elect Director Maribess L. Miller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| DANA INCORPORATED
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: DAN
SECURITY ID: 235825205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ernesto M. Hernandez | Management | For | For |
| 1.2 | Elect Director Gary Hu | Management | For | For |
| 1.3 | Elect Director Brett M. Icahn | Management | For | For |
| 1.4 | Elect Director James K. Kamsickas | Management | For | For |
| 1.5 | Elect Director Virginia A. Kamsky | Management | For | For |
| 1.6 | Elect Director Bridget E. Karlin | Management | For | For |
| 1.7 | Elect Director Michael J. Mack, Jr. | Management | For | For |
| 1.8 | Elect Director R. Bruce McDonald | Management | For | For |
| 1.9 | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1.10 | Elect Director Keith E. Wandell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| DARDEN RESTAURANTS, INC.
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: DRI
SECURITY ID: 237194105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Margaret Shan Atkins | Management | For | For |
| 1.2 | Elect Director Ricardo 'Rick' Cardenas | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director James P. Fogarty | Management | For | For |
| 1.5 | Elect Director Cynthia T. Jamison | Management | For | For |
| 1.6 | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1.7 | Elect Director Nana Mensah | Management | For | For |
| 1.8 | Elect Director William S. Simon | Management | For | For |
| 1.9 | Elect Director Charles M. Sonsteby | Management | For | For |
| 1.10 | Elect Director Timothy J. Wilmott | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| DAVE & BUSTER'S ENTERTAINMENT, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: PLAY
SECURITY ID: 238337109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James P. Chambers | Management | For | For |
| 1.2 | Elect Director Hamish A. Dodds | Management | For | For |
| 1.3 | Elect Director Michael J. Griffith | Management | For | For |
| 1.4 | Elect Director Gail Mandel | Management | For | For |
| 1.5 | Elect Director Chris Morris | Management | For | For |
| 1.6 | Elect Director Atish Shah | Management | For | For |
| 1.7 | Elect Director Kevin M. Sheehan | Management | For | For |
| 1.8 | Elect Director Jennifer Storms | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DECKERS OUTDOOR CORPORATION
MEETING DATE: SEP 12, 2022 |
||||
|
TICKER: DECK
SECURITY ID: 243537107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael F. Devine, III | Management | For | For |
| 1.2 | Elect Director David A. Burwick | Management | For | For |
| 1.3 | Elect Director Nelson C. Chan | Management | For | For |
| 1.4 | Elect Director Cynthia (Cindy) L. Davis | Management | For | For |
| 1.5 | Elect Director Juan R. Figuereo | Management | For | For |
| 1.6 | Elect Director Maha S. Ibrahim | Management | For | For |
| 1.7 | Elect Director Victor Luis | Management | For | For |
| 1.8 | Elect Director Dave Powers | Management | For | For |
| 1.9 | Elect Director Lauri M. Shanahan | Management | For | For |
| 1.10 | Elect Director Bonita C. Stewart | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DENNY'S CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: DENN
SECURITY ID: 24869P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bernadette S. Aulestia | Management | For | For |
| 1b | Elect Director Olu Beck | Management | For | For |
| 1c | Elect Director Gregg R. Dedrick | Management | For | For |
| 1d | Elect Director Jose M. Gutierrez | Management | For | For |
| 1e | Elect Director Brenda J. Lauderback | Management | For | For |
| 1f | Elect Director John C. Miller | Management | For | For |
| 1g | Elect Director Kelli F. Valade | Management | For | For |
| 1h | Elect Director Laysha Ward | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Paid Sick Leave | Shareholder | Against | Against |
| DESIGNER BRANDS INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: DBI
SECURITY ID: 250565108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Harvey L. Sonnenberg | Management | For | For |
| 1.2 | Elect Director Allan J. Tanenbaum | Management | For | Withhold |
| 1.3 | Elect Director Peter S. Cobb | Management | For | For |
| 1.4 | Elect Director Douglas M. Howe | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DICK'S SPORTING GOODS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: DKS
SECURITY ID: 253393102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark J. Barrenechea | Management | For | For |
| 1b | Elect Director Emanuel Chirico | Management | For | For |
| 1c | Elect Director William J. Colombo | Management | For | For |
| 1d | Elect Director Anne Fink | Management | For | For |
| 1e | Elect Director Larry Fitzgerald, Jr. | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Sandeep Mathrani | Management | For | For |
| 1h | Elect Director Desiree Ralls-Morrison | Management | For | For |
| 1i | Elect Director Lawrence J. Schorr | Management | For | For |
| 1j | Elect Director Edward W. Stack | Management | For | For |
| 1k | Elect Director Larry D. Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DILLARD'S, INC.
MEETING DATE: MAY 20, 2023 |
||||
|
TICKER: DDS
SECURITY ID: 254067101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James I. Freeman | Management | For | Against |
| 1b | Elect Director Rob C. Holmes | Management | For | For |
| 1c | Elect Director Reynie Rutledge | Management | For | For |
| 1d | Elect Director J.C. Watts, Jr. | Management | For | For |
| 1e | Elect Director Nick White | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| DINE BRANDS GLOBAL, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: DIN
SECURITY ID: 254423106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Howard M. Berk | Management | For | For |
| 1.2 | Elect Director Susan M. Collyns | Management | For | For |
| 1.3 | Elect Director Richard J. Dahl | Management | For | For |
| 1.4 | Elect Director Michael C. Hyter | Management | For | For |
| 1.5 | Elect Director Caroline W. Nahas | Management | For | For |
| 1.6 | Elect Director Douglas M. Pasquale | Management | For | For |
| 1.7 | Elect Director John W. Peyton | Management | For | For |
| 1.8 | Elect Director Martha C. Poulter | Management | For | For |
| 1.9 | Elect Director Arthur F. Starrs | Management | For | For |
| 1.10 | Elect Director Lilian C. Tomovich | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Provide for Exculpation of Officers | Management | For | For |
| 7 | Approve Request on Cage Free Egg Progress Disclosure | Shareholder | Against | Against |
| DOLLAR GENERAL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: DG
SECURITY ID: 256677105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | Against |
| DOLLAR TREE, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: DLTR
SECURITY ID: 256746108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard W. Dreiling | Management | For | For |
| 1b | Elect Director Cheryl W. Grise | Management | For | Against |
| 1c | Elect Director Daniel J. Heinrich | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Edward J. Kelly, III | Management | For | For |
| 1f | Elect Director Mary A. Laschinger | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director Winnie Y. Park | Management | For | For |
| 1i | Elect Director Bertram L. Scott | Management | For | For |
| 1j | Elect Director Stephanie P. Stahl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders | Shareholder | Against | Against |
| DOMINO'S PIZZA, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: DPZ
SECURITY ID: 25754A201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director C. Andrew Ballard | Management | For | For |
| 1.3 | Elect Director Andrew B. Balson | Management | For | For |
| 1.4 | Elect Director Corie S. Barry | Management | For | For |
| 1.5 | Elect Director Diana F. Cantor | Management | For | For |
| 1.6 | Elect Director Richard L. Federico | Management | For | For |
| 1.7 | Elect Director James A. Goldman | Management | For | For |
| 1.8 | Elect Director Patricia E. Lopez | Management | For | For |
| 1.9 | Elect Director Russell J. Weiner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DOORDASH, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: DASH
SECURITY ID: 25809K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shona L. Brown | Management | For | For |
| 1b | Elect Director Alfred Lin | Management | For | Against |
| 1c | Elect Director Stanley Tang | Management | For | Against |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| DORMAN PRODUCTS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: DORM
SECURITY ID: 258278100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Steven L. Berman | Management | For | For |
| 1B | Elect Director Kevin M. Olsen | Management | For | For |
| 1C | Elect Director Lisa M. Bachmann | Management | For | For |
| 1D | Elect Director John J. Gavin | Management | For | For |
| 1E | Elect Director Richard T. Riley | Management | For | For |
| 1F | Elect Director Kelly A. Romano | Management | For | For |
| 1G | Elect Director G. Michael Stakias | Management | For | For |
| 1H | Elect Director J. Darrell Thomas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| DRAFTKINGS, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: DKNG
SECURITY ID: 26142V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason D. Robins | Management | For | For |
| 1.2 | Elect Director Harry Evans Sloan | Management | For | For |
| 1.3 | Elect Director Matthew Kalish | Management | For | For |
| 1.4 | Elect Director Paul Liberman | Management | For | For |
| 1.5 | Elect Director Woodrow H. Levin | Management | For | For |
| 1.6 | Elect Director Jocelyn Moore | Management | For | For |
| 1.7 | Elect Director Ryan R. Moore | Management | For | Withhold |
| 1.8 | Elect Director Valerie Mosley | Management | For | For |
| 1.9 | Elect Director Steven J. Murray | Management | For | Withhold |
| 1.10 | Elect Director Marni M. Walden | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| DREAM FINDERS HOMES, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: DFH
SECURITY ID: 26154D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick O. Zalupski | Management | For | For |
| 1b | Elect Director W. Radford Lovett, II | Management | For | Against |
| 1c | Elect Director Megha H. Parekh | Management | For | Against |
| 1d | Elect Director Justin W. Udelhofen | Management | For | Against |
| 1e | Elect Director Leonard M. Sturm | Management | For | For |
| 1f | Elect Director William W. Weatherford | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DUOLINGO, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: DUOL
SECURITY ID: 26603R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amy Bohutinsky | Management | For | Withhold |
| 1.2 | Elect Director Gillian Munson | Management | For | For |
| 1.3 | Elect Director Jim Shelton | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DUTCH BROS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BROS
SECURITY ID: 26701L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Travis Boersma | Management | For | For |
| 1b | Elect Director Shelley Broader | Management | For | For |
| 1c | Elect Director Thomas Davis | Management | For | For |
| 1d | Elect Director Kathryn George | Management | For | For |
| 1e | Elect Director Stephen Gillett | Management | For | For |
| 1f | Elect Director Jonathan "Joth" Ricci | Management | For | For |
| 1g | Elect Director Ann M. Miller | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EBAY, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: EBAY
SECURITY ID: 278642103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adriane M. Brown | Management | For | For |
| 1b | Elect Director Aparna Chennapragada | Management | For | For |
| 1c | Elect Director Logan D. Green | Management | For | For |
| 1d | Elect Director E. Carol Hayles | Management | For | For |
| 1e | Elect Director Jamie Iannone | Management | For | For |
| 1f | Elect Director Shripriya Mahesh | Management | For | For |
| 1g | Elect Director Paul S. Pressler | Management | For | For |
| 1h | Elect Director Mohak Shroff | Management | For | For |
| 1i | Elect Director Perry M. Traquina | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10% | Shareholder | Against | Against |
| EL POLLO LOCO HOLDINGS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: LOCO
SECURITY ID: 268603107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Samuel N. Borgese | Management | For | For |
| 1.2 | Elect Director Mark Buller | Management | For | For |
| 1.3 | Elect Director Laurance Roberts | Management | For | For |
| 1.4 | Elect Director John M. Roth | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ETHAN ALLEN INTERIORS INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ETD
SECURITY ID: 297602104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Farooq Kathwari | Management | For | For |
| 1b | Elect Director Maria Eugenia Casar | Management | For | For |
| 1c | Elect Director John Clark | Management | For | For |
| 1d | Elect Director John J. Dooner, Jr. | Management | For | For |
| 1e | Elect Director David M. Sable | Management | For | For |
| 1f | Elect Director Tara I. Stacom | Management | For | For |
| 1g | Elect Director Cynthia Ekberg Tsai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify CohnReznick LLP as Auditors | Management | For | For |
| ETSY, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ETSY
SECURITY ID: 29786A106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Josh Silverman | Management | For | For |
| 1c | Elect Director Fred Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Commission Independent Review of Effectiveness of Efforts to Prevent Harassment and Discrimination | Shareholder | Against | Against |
| EUROPEAN WAX CENTER, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: EWCZ
SECURITY ID: 29882P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laurie Ann Goldman | Management | For | For |
| 1.2 | Elect Director Dorvin D. Lively | Management | For | Withhold |
| 1.3 | Elect Director Nital Scott | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| EVERI HOLDINGS INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: EVRI
SECURITY ID: 30034T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Linster W. Fox | Management | For | For |
| 1.2 | Elect Director Maureen T. Mullarkey | Management | For | For |
| 1.3 | Elect Director Secil Tabli Watson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EVGO INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: EVGO
SECURITY ID: 30052F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darpan Kapadia | Management | For | For |
| 1.2 | Elect Director Jonathan Seelig | Management | For | For |
| 1.3 | Elect Director Paul Segal | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Eliminate or Limit Personal Liability of Certain Officers | Management | For | For |
| EXPEDIA GROUP, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: EXPE
SECURITY ID: 30212P303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Beverly Anderson | Management | For | Withhold |
| 1c | Elect Director M. Moina Banerjee | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | Withhold |
| 1e | Elect Director Barry Diller | Management | For | For |
| 1f | Elect Director Henrique Dubugras | Management | For | For |
| 1g | Elect Director Craig Jacobson | Management | For | Withhold |
| 1h | Elect Director Peter Kern | Management | For | For |
| 1i | Elect Director Dara Khosrowshahi | Management | For | For |
| 1j | Elect Director Patricia Menendez Cambo | Management | For | For |
| 1k | Elect Director Alex von Furstenberg | Management | For | For |
| 1l | Elect Director Julie Whalen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FARADAY FUTURE INTELLIGENT ELECTRIC, INC.
MEETING DATE: NOV 03, 2022 |
||||
|
TICKER: FFIE
SECURITY ID: 307359109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Approve Reverse Stock Split | Management | For | For |
| FIRST WATCH RESTAURANT GROUP, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: FWRG
SECURITY ID: 33748L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julie M.B. Bradley | Management | For | Withhold |
| 1.2 | Elect Director David Paresky | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FISKER, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FSR
SECURITY ID: 33813J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Henrik Fisker | Management | For | For |
| 1.2 | Elect Director Mark E. Hickson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FIVE BELOW, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: FIVE
SECURITY ID: 33829M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel D. Anderson | Management | For | For |
| 1b | Elect Director Kathleen S. Barclay | Management | For | For |
| 1c | Elect Director Thomas M. Ryan | Management | For | Against |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Limit the Liability of Officers | Management | For | For |
| 5 | Amend Bylaws to Amend the Limitation of Liability of Directors Provision | Management | For | For |
| FLOOR & DECOR HOLDINGS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: FND
SECURITY ID: 339750101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dwight L. James | Management | For | For |
| 1b | Elect Director Melissa Kersey | Management | For | For |
| 1c | Elect Director Peter M. Starrett | Management | For | For |
| 1d | Elect Director Thomas V. Taylor | Management | For | For |
| 1e | Elect Director George Vincent West | Management | For | For |
| 1f | Elect Director Charles D. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| FOOT LOCKER, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FL
SECURITY ID: 344849104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary N. Dillon | Management | For | For |
| 1b | Elect Director Virginia C. Drosos | Management | For | For |
| 1c | Elect Director Alan D. Feldman | Management | For | For |
| 1d | Elect Director Guillermo G. Marmol | Management | For | For |
| 1e | Elect Director Darlene Nicosia | Management | For | For |
| 1f | Elect Director Steven Oakland | Management | For | For |
| 1g | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1h | Elect Director Kimberly Underhill | Management | For | For |
| 1i | Elect Director Tristan Walker | Management | For | For |
| 1j | Elect Director Dona D. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| FORD MOTOR COMPANY
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: F
SECURITY ID: 345370860
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly A. Casiano | Management | For | For |
| 1b | Elect Director Alexandra Ford English | Management | For | For |
| 1c | Elect Director James D. Farley, Jr. | Management | For | For |
| 1d | Elect Director Henry Ford, III | Management | For | For |
| 1e | Elect Director William Clay Ford, Jr. | Management | For | For |
| 1f | Elect Director William W. Helman, IV | Management | For | For |
| 1g | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1h | Elect Director William E. Kennard | Management | For | For |
| 1i | Elect Director John C. May | Management | For | For |
| 1j | Elect Director Beth E. Mooney | Management | For | For |
| 1k | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1l | Elect Director John L. Thornton | Management | For | For |
| 1m | Elect Director John B. Veihmeyer | Management | For | For |
| 1n | Elect Director John S. Weinberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 7 | Report on Reliance on Child Labor in Supply Chain | Shareholder | Against | Against |
| 8 | Report on Animal Testing Practices | Shareholder | Against | Against |
| FOX FACTORY HOLDING CORP.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: FOXF
SECURITY ID: 35138V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth A. Fetter | Management | For | For |
| 1.2 | Elect Director Dudley W. Mendenhall | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 5 | Amend Certificate of Incorporation | Management | For | For |
| FRANCHISE GROUP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FRG
SECURITY ID: 35180X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew Avril | Management | For | For |
| 1.2 | Elect Director Cynthia S. Dubin | Management | For | For |
| 1.3 | Elect Director Lisa M. Fairfax | Management | For | For |
| 1.4 | Elect Director Thomas Herskovits | Management | For | For |
| 1.5 | Elect Director Brian R. Kahn | Management | For | For |
| 1.6 | Elect Director Gary S. Rich | Management | For | For |
| 1.7 | Elect Director Nanhi Singh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| FRONTDOOR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: FTDR
SECURITY ID: 35905A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William C. Cobb | Management | For | For |
| 1b | Elect Director D. Steve Boland | Management | For | For |
| 1c | Elect Director Anna C. Catalano | Management | For | For |
| 1d | Elect Director Peter L. Cella | Management | For | For |
| 1e | Elect Director Christopher L. Clipper | Management | For | For |
| 1f | Elect Director Brian P. McAndrews | Management | For | For |
| 1g | Elect Director Liane J. Pelletier | 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 |
| FUNKO, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: FNKO
SECURITY ID: 361008105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diane Irvine | Management | For | For |
| 1.2 | Elect Director Sarah Kirshbaum Levy | Management | For | For |
| 1.3 | Elect Director Jesse Jacobs | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3a | Amend Certificate of Incorporation to Revise the Definition of "Interested Stockholder" | Management | For | For |
| 3b | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| G-III APPAREL GROUP, LTD.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: GIII
SECURITY ID: 36237H101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Morris Goldfarb | Management | For | For |
| 1.2 | Elect Director Sammy Aaron | Management | For | For |
| 1.3 | Elect Director Thomas J. Brosig | Management | For | For |
| 1.4 | Elect Director Joyce F. Brown | Management | For | For |
| 1.5 | Elect Director Alan Feller | Management | For | For |
| 1.6 | Elect Director Jeffrey Goldfarb | Management | For | For |
| 1.7 | Elect Director Victor Herrero | Management | For | Withhold |
| 1.8 | Elect Director Robert L. Johnson | Management | For | For |
| 1.9 | Elect Director Patti H. Ongman | Management | For | For |
| 1.10 | Elect Director Laura Pomerantz | Management | For | For |
| 1.11 | Elect Director Michael Shaffer | Management | For | For |
| 1.12 | Elect Director Cheryl Vitali | Management | For | For |
| 1.13 | Elect Director Richard White | Management | For | For |
| 1.14 | Elect Director Andrew Yaeger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GAMESTOP CORP.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GME
SECURITY ID: 36467W109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew (Matt) Furlong | Management | For | For |
| 1.2 | Elect Director Alain (Alan) Attal | Management | For | For |
| 1.3 | Elect Director Lawrence (Larry) Cheng | Management | For | For |
| 1.4 | Elect Director Ryan Cohen | Management | For | For |
| 1.5 | Elect Director James (Jim) Grube | Management | For | For |
| 1.6 | Elect Director Yang Xu | 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 |
| GARMIN LTD.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: GRMN
SECURITY ID: H2906T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Dividends | Management | For | For |
| 4 | Approve Discharge of Board and Senior Management | Management | For | For |
| 5a | Elect Director Jonathan C. Burrell | Management | For | Against |
| 5b | Elect Director Joseph J. Hartnett | Management | For | Against |
| 5c | Elect Director Min H. Kao | Management | For | For |
| 5d | Elect Director Catherine A. Lewis | Management | For | For |
| 5e | Elect Director Charles W. Peffer | Management | For | Against |
| 5f | Elect Director Clifton A. Pemble | Management | For | For |
| 6 | Elect Min H. Kao as Board Chairman | Management | For | For |
| 7a | Appoint Jonathan C. Burrell as Member of the Compensation Committee | Management | For | For |
| 7b | Appoint Joseph J. Hartnett as Member of the Compensation Committee | Management | For | For |
| 7c | Appoint Catherine A. Lewis as Member of the Compensation Committee | Management | For | For |
| 7d | Appoint Charles W. Peffer as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Wuersch & Gering LLP as Independent Proxy | Management | For | For |
| 9 | Ratify Ernst & Young LLP as Auditors and Ernst & Young Ltd as Statutory Auditor | Management | For | For |
| 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 11 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 12 | Advisory Vote on the Swiss Statutory Compensation Report | Management | For | For |
| 13 | Approve Fiscal Year 2024 Maximum Aggregate Compensation for the Executive Management | Management | For | For |
| 14 | Approve Maximum Aggregate Compensation for the Board of Directors for the Period Between the 2023 AGM and the 2024 AGM | Management | For | For |
| 15 | Cancel Repurchased Shares | Management | For | For |
| 16 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 17 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 18 | Approve Reduction of Par Value | Management | For | For |
| 19 | Approve Conversion of Currency of the Share Capital from CHF to USD | Management | For | For |
| 20 | Amend Articles to Reflect Changes in Capital | Management | For | For |
| 21 | Amend Articles Re: Addressing Shares, Shareholder Rights and General Meeting | Management | For | For |
| 22 | Amend Articles Re: Addressing Board, Compensation and Related Matters | Management | For | For |
| GENERAL MOTORS COMPANY
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: GM
SECURITY ID: 37045V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Aneel Bhusri | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Joanne C. Crevoiserat | Management | For | For |
| 1e | Elect Director Linda R. Gooden | Management | For | For |
| 1f | Elect Director Joseph Jimenez | Management | For | For |
| 1g | Elect Director Jonathan McNeill | Management | For | For |
| 1h | Elect Director Judith A. Miscik | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Thomas M. Schoewe | Management | For | For |
| 1k | Elect Director Mark A. Tatum | Management | For | For |
| 1l | Elect Director Jan E. Tighe | Management | For | For |
| 1m | Elect Director Devin N. Wenig | Management | 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 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Against |
| GENESCO INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: GCO
SECURITY ID: 371532102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joanna Barsh | Management | For | For |
| 1.2 | Elect Director Matthew M. Bilunas | Management | For | For |
| 1.3 | Elect Director Carolyn Bojanowski | Management | For | For |
| 1.4 | Elect Director John F. Lambros | Management | For | For |
| 1.5 | Elect Director Thurgood Marshall, Jr. | Management | For | For |
| 1.6 | Elect Director Angel R. Martinez | Management | For | For |
| 1.7 | Elect Director Mary E. Meixelsperger | Management | For | For |
| 1.8 | Elect Director Gregory A. Sandfort | Management | For | For |
| 1.9 | Elect Director Mimi E. Vaughn | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GENTEX CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: GNTX
SECURITY ID: 371901109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Anderson | Management | For | For |
| 1.2 | Elect Director Leslie Brown | Management | For | For |
| 1.3 | Elect Director Garth Deur | Management | For | For |
| 1.4 | Elect Director Steve Downing | Management | For | For |
| 1.5 | Elect Director Gary Goode | Management | For | For |
| 1.6 | Elect Director Richard Schaum | Management | For | For |
| 1.7 | Elect Director Kathleen Starkoff | Management | For | For |
| 1.8 | Elect Director Brian Walker | Management | For | For |
| 1.9 | Elect Director Ling Zang | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| GENTHERM INCORPORATED
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: THRM
SECURITY ID: 37253A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sophie Desormiere | Management | For | For |
| 1.2 | Elect Director Phillip M. Eyler | Management | For | For |
| 1.3 | Elect Director David Heinzmann | Management | For | For |
| 1.4 | Elect Director Ronald Hundzinski | Management | For | For |
| 1.5 | Elect Director Charles Kummeth | Management | For | For |
| 1.6 | Elect Director Betsy Meter | Management | For | For |
| 1.7 | Elect Director Byron Shaw, II | Management | For | For |
| 1.8 | Elect Director John Stacey | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| GENUINE PARTS COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: GPC
SECURITY ID: 372460105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth W. Camp | Management | For | For |
| 1.2 | Elect Director Richard Cox, Jr. | Management | For | For |
| 1.3 | Elect Director Paul D. Donahue | Management | For | For |
| 1.4 | Elect Director Gary P. Fayard | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 1.6 | Elect Director John R. Holder | Management | For | For |
| 1.7 | Elect Director Donna W. Hyland | Management | For | For |
| 1.8 | Elect Director John D. Johns | Management | For | For |
| 1.9 | Elect Director Jean-Jacques Lafont | Management | For | For |
| 1.10 | Elect Director Robert C. "Robin" Loudermilk, Jr. | Management | For | For |
| 1.11 | Elect Director Wendy B. Needham | Management | For | For |
| 1.12 | Elect Director Juliette W. Pryor | Management | For | For |
| 1.13 | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GOLDEN ENTERTAINMENT, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: GDEN
SECURITY ID: 381013101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Blake L. Sartini | Management | For | For |
| 1.2 | Elect Director Andy H. Chien | Management | For | For |
| 1.3 | Elect Director Ann D. Dozier | Management | For | For |
| 1.4 | Elect Director Mark A. Lipparelli | Management | For | For |
| 1.5 | Elect Director Anthony A. Marnell, III | Management | For | For |
| 1.6 | Elect Director Terrence L. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GOPRO, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: GPRO
SECURITY ID: 38268T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas Woodman | Management | For | For |
| 1.2 | Elect Director Tyrone Ahmad-Taylor | Management | For | For |
| 1.3 | Elect Director Kenneth Goldman | Management | For | For |
| 1.4 | Elect Director Peter Gotcher | Management | For | For |
| 1.5 | Elect Director Shaz Kahng | Management | For | For |
| 1.6 | Elect Director Alexander Lurie | Management | For | For |
| 1.7 | Elect Director Susan Lyne | Management | For | For |
| 1.8 | Elect Director Frederic Welts | Management | For | For |
| 1.9 | Elect Director Lauren Zalaznick | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| GRAHAM HOLDINGS COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: GHC
SECURITY ID: 384637104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tony Allen | Management | For | For |
| 1.2 | Elect Director Danielle Conley | Management | For | For |
| 1.3 | Elect Director Christopher C. Davis | Management | For | For |
| GRAND CANYON EDUCATION, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: LOPE
SECURITY ID: 38526M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian E. Mueller | Management | For | For |
| 1.2 | Elect Director Sara R. Dial | Management | For | For |
| 1.3 | Elect Director Jack A. Henry | Management | For | For |
| 1.4 | Elect Director Lisa Graham Keegan | Management | For | For |
| 1.5 | Elect Director Chevy Humphrey | Management | For | For |
| 1.6 | Elect Director David M. Adame | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| GREEN BRICK PARTNERS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: GRBK
SECURITY ID: 392709101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth K. Blake | Management | For | For |
| 1.2 | Elect Director Harry Brandler | Management | For | For |
| 1.3 | Elect Director James R. Brickman | Management | For | For |
| 1.4 | Elect Director David Einhorn | Management | For | For |
| 1.5 | Elect Director Kathleen Olsen | Management | For | For |
| 1.6 | Elect Director Richard S. Press | Management | For | For |
| 1.7 | Elect Director Lila Manassa Murphy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| GROUP 1 AUTOMOTIVE, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: GPI
SECURITY ID: 398905109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carin M. Barth | Management | For | For |
| 1.2 | Elect Director Daryl A. Kenningham | Management | For | For |
| 1.3 | Elect Director Steven C. Mizell | Management | For | For |
| 1.4 | Elect Director Lincoln Pereira Filho | Management | For | For |
| 1.5 | Elect Director Stephen D. Quinn | Management | For | For |
| 1.6 | Elect Director Steven P. Stanbrook | Management | For | For |
| 1.7 | Elect Director Charles L. Szews | Management | For | For |
| 1.8 | Elect Director Anne Taylor | Management | For | For |
| 1.9 | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| GUESS?, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: GES
SECURITY ID: 401617105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carlos Alberini | Management | For | For |
| 1.2 | Elect Director Anthony Chidoni | Management | For | For |
| 1.3 | Elect Director Cynthia Livingston | Management | For | Withhold |
| 1.4 | Elect Director Maurice Marciano | Management | For | For |
| 1.5 | Elect Director Paul Marciano | Management | For | Withhold |
| 1.6 | Elect Director Deborah Weinswig | Management | For | For |
| 1.7 | Elect Director Alex Yemenidjian | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| H&R BLOCK, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: HRB
SECURITY ID: 093671105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sean H. Cohan | Management | For | For |
| 1b | Elect Director Robert A. Gerard | Management | For | For |
| 1c | Elect Director Anuradha (Anu) Gupta | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Mia F. Mends | Management | For | For |
| 1g | Elect Director Yolande G. Piazza | Management | For | For |
| 1h | Elect Director Victoria J. Reich | Management | For | For |
| 1i | Elect Director Matthew E. Winter | 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 |
| HANESBRANDS INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: HBI
SECURITY ID: 410345102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Stephen B. Bratspies | Management | For | For |
| 1c | Elect Director Geralyn R. Breig | Management | For | For |
| 1d | Elect Director Mark A. Irvin | Management | For | For |
| 1e | Elect Director James C. Johnson | Management | For | For |
| 1f | Elect Director Franck J. Moison | Management | For | For |
| 1g | Elect Director Robert F. Moran | Management | For | For |
| 1h | Elect Director Ronald L. Nelson | Management | For | For |
| 1i | Elect Director William S. Simon | Management | For | For |
| 1j | Elect Director Ann E. Ziegler | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| HARLEY-DAVIDSON, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HOG
SECURITY ID: 412822108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Troy Alstead | Management | For | For |
| 1.2 | Elect Director Jared D. Dourdeville | Management | For | For |
| 1.3 | Elect Director James D. Farley, Jr. | Management | For | For |
| 1.4 | Elect Director Allan Golston | Management | For | For |
| 1.5 | Elect Director Sara L. Levinson | Management | For | For |
| 1.6 | Elect Director Norman Thomas Linebarger | Management | For | Withhold |
| 1.7 | Elect Director Rafeh Masood | Management | For | For |
| 1.8 | Elect Director Maryrose Sylvester | Management | For | For |
| 1.9 | Elect Director Jochen Zeitz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HASBRO, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HAS
SECURITY ID: 418056107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Burns | Management | For | For |
| 1.2 | Elect Director Hope F. Cochran | Management | For | For |
| 1.3 | Elect Director Christian P. Cocks | Management | For | For |
| 1.4 | Elect Director Lisa Gersh | Management | For | For |
| 1.5 | Elect Director Elizabeth Hamren | Management | For | For |
| 1.6 | Elect Director Blake Jorgensen | Management | For | For |
| 1.7 | Elect Director Tracy A. Leinbach | Management | For | For |
| 1.8 | Elect Director Laurel J. Richie | Management | For | For |
| 1.9 | Elect Director Richard S. Stoddart | Management | For | For |
| 1.10 | Elect Director Mary Beth West | Management | For | For |
| 1.11 | Elect Director Linda Zecher Higgins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| HAVERTY FURNITURE COMPANIES, INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: HVT
SECURITY ID: 419596101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Cote | Management | For | For |
| 1.2 | Elect Director L. Allison Dukes | Management | For | For |
| 1.3 | Elect Director G. Thomas Hough | Management | For | For |
| 2 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| HELEN OF TROY LIMITED
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: HELE
SECURITY ID: G4388N106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julien R. Mininberg | Management | For | For |
| 1b | Elect Director Timothy F. Meeker | Management | For | For |
| 1c | Elect Director Krista L. Berry | Management | For | For |
| 1d | Elect Director Vincent D. Carson | Management | For | For |
| 1e | Elect Director Thurman K. Case | Management | For | For |
| 1f | Elect Director Tabata L. Gomez | Management | For | For |
| 1g | Elect Director Elena B. Otero | Management | For | For |
| 1h | Elect Director Beryl B. Raff | Management | For | For |
| 1i | Elect Director Darren G. Woody | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| HIBBETT, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: HIBB
SECURITY ID: 428567101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony F. Crudele | Management | For | For |
| 1.2 | Elect Director Pamela J. Edwards | Management | For | For |
| 1.3 | Elect Director James A. Hilt | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HILTON GRAND VACATIONS INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: HGV
SECURITY ID: 43283X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Wang | Management | For | For |
| 1.2 | Elect Director Leonard A. Potter | Management | For | For |
| 1.3 | Elect Director Brenda J. Bacon | Management | For | For |
| 1.4 | Elect Director David W. Johnson | Management | For | For |
| 1.5 | Elect Director Mark H. Lazarus | Management | For | For |
| 1.6 | Elect Director Pamela H. Patsley | Management | For | For |
| 1.7 | Elect Director David Sambur | Management | For | For |
| 1.8 | Elect Director Alex van Hoek | Management | For | For |
| 1.9 | Elect Director Paul W. Whetsell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HILTON WORLDWIDE HOLDINGS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HLT
SECURITY ID: 43300A203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HOLLEY, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: HLLY
SECURITY ID: 43538H103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James D. Coady | Management | For | For |
| 1.2 | Elect Director Ginger M. Jones | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| HYATT HOTELS CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: H
SECURITY ID: 448579102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul D. Ballew | Management | For | For |
| 1.2 | Elect Director Mark S. Hoplamazian | Management | For | For |
| 1.3 | Elect Director Cary D. McMillan | Management | For | For |
| 1.4 | Elect Director Michael A. Rocca | Management | For | For |
| 1.5 | Elect Director Thomas J. Pritzker | Management | For | For |
| 1.6 | Elect Director Heidi O'Neill | Management | For | For |
| 1.7 | Elect Director Richard C. Tuttle | Management | For | Withhold |
| 1.8 | Elect Director James H. Wooten, Jr. | Management | For | For |
| 1.9 | Elect Director Susan D. Kronick | Management | For | For |
| 1.10 | Elect Director Dion Camp Sanders | Management | For | For |
| 1.11 | Elect Director Jason Pritzker | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus and Qualified Employee Stock Purchase Plan | Management | For | For |
| INSTALLED BUILDING PRODUCTS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: IBP
SECURITY ID: 45780R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael T. Miller | Management | For | For |
| 1.2 | Elect Director Marchelle E. Moore | Management | For | For |
| 1.3 | Elect Director Robert H. Schottenstein | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| IROBOT CORPORATION
MEETING DATE: OCT 17, 2022 |
||||
|
TICKER: IRBT
SECURITY ID: 462726100
|
||||
| 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 |
| IROBOT CORPORATION
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: IRBT
SECURITY ID: 462726100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen M. Golz | Management | For | For |
| 1b | Elect Director Andrew Miller | Management | For | For |
| 1c | Elect Director Michelle Stacy | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| JACK IN THE BOX INC.
MEETING DATE: MAR 03, 2023 |
||||
|
TICKER: JACK
SECURITY ID: 466367109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Guillermo Diaz, Jr. | Management | For | For |
| 1b | Elect Director David L. Goebel | Management | For | For |
| 1c | Elect Director Darin S. Harris | Management | For | For |
| 1d | Elect Director Sharon P. John | Management | For | For |
| 1e | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1f | Elect Director Michael W. Murphy | Management | For | For |
| 1g | Elect Director James M. Myers | Management | For | For |
| 1h | Elect Director David M. Tehle | Management | For | For |
| 1i | Elect Director Vivien M. Yeung | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| JOHNSON OUTDOORS INC.
MEETING DATE: MAR 01, 2023 |
||||
|
TICKER: JOUT
SECURITY ID: 479167108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul G. Alexander | Management | For | For |
| 1.2 | Elect Director John M. Fahey, Jr. | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| KB HOME
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KBH
SECURITY ID: 48666K109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jose M. Barra | Management | For | For |
| 1.2 | Elect Director Arthur R. Collins | Management | For | For |
| 1.3 | Elect Director Dorene C. Dominguez | Management | For | For |
| 1.4 | Elect Director Kevin P. Eltife | Management | For | For |
| 1.5 | Elect Director Stuart A. Gabriel | Management | For | For |
| 1.6 | Elect Director Thomas W. Gilligan | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Melissa Lora | Management | For | For |
| 1.9 | Elect Director Jeffrey T. Mezger | Management | For | For |
| 1.10 | Elect Director Brian R. Niccol | Management | For | For |
| 1.11 | Elect Director James C. "Rad" Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KOHL'S CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: KSS
SECURITY ID: 500255104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Bender | Management | For | For |
| 1.2 | Elect Director Peter Boneparth | Management | For | For |
| 1.3 | Elect Director Yael Cosset | Management | For | For |
| 1.4 | Elect Director Christine Day | Management | For | For |
| 1.5 | Elect Director H. Charles Floyd | Management | For | For |
| 1.6 | Elect Director Margaret L. Jenkins | Management | For | For |
| 1.7 | Elect Director Thomas A. Kingsbury | Management | For | For |
| 1.8 | Elect Director Robbin Mitchell | Management | For | For |
| 1.9 | Elect Director Jonas Prising | Management | For | For |
| 1.10 | Elect Director John E. Schlifske | Management | For | For |
| 1.11 | Elect Director Adrianne Shapira | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| KONTOOR BRANDS, INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KTB
SECURITY ID: 50050N103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott H. Baxter | Management | For | For |
| 1b | Elect Director Ashley D. Goldsmith | Management | For | For |
| 1c | Elect Director Robert M. Lynch | Management | For | For |
| 1d | Elect Director Andrew E. Page | Management | For | For |
| 1e | Elect Director Mark L. Schiller | Management | For | For |
| 1f | Elect Director Robert K. Shearer | Management | For | For |
| 1g | Elect Director Shelley Stewart, Jr. | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KRISPY KREME, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: DNUT
SECURITY ID: 50101L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Tattersfield | Management | For | For |
| 1.2 | Elect Director Olivier Goudet | Management | For | Against |
| 1.3 | Elect Director Marissa Andrada | Management | For | For |
| 1.4 | Elect Director David Bell | Management | For | For |
| 1.5 | Elect Director David Deno | Management | For | For |
| 1.6 | Elect Director Paul S. Michaels | Management | For | For |
| 1.7 | Elect Director Gerhard W. Pleuhs | Management | For | For |
| 1.8 | Elect Director Debbie Roberts | Management | For | For |
| 1.9 | Elect Director Lubomira Rochet | Management | For | For |
| 1.10 | Elect Director Philip Telfer | Management | For | For |
| 1.11 | Elect Director Michelle Weese | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| LA-Z-BOY INCORPORATED
MEETING DATE: AUG 30, 2022 |
||||
|
TICKER: LZB
SECURITY ID: 505336107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erika L. Alexander | Management | For | For |
| 1.2 | Elect Director Sarah M. Gallagher | Management | For | For |
| 1.3 | Elect Director James P. Hackett | Management | For | For |
| 1.4 | Elect Director Janet E. Kerr | Management | For | For |
| 1.5 | Elect Director Michael T. Lawton | Management | For | For |
| 1.6 | Elect Director W. Alan McCollough | Management | For | For |
| 1.7 | Elect Director Rebecca L. O'Grady | Management | For | For |
| 1.8 | Elect Director Lauren B. Peters | Management | For | For |
| 1.9 | Elect Director Melinda D. Whittington | 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 |
| LAS VEGAS SANDS CORP.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LVS
SECURITY ID: 517834107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Goldstein | Management | For | For |
| 1.2 | Elect Director Patrick Dumont | Management | For | For |
| 1.3 | Elect Director Irwin Chafetz | Management | For | Withhold |
| 1.4 | Elect Director Micheline Chau | Management | For | For |
| 1.5 | Elect Director Charles D. Forman | Management | For | Withhold |
| 1.6 | Elect Director Nora M. Jordan | Management | For | For |
| 1.7 | Elect Director Lewis Kramer | Management | For | For |
| 1.8 | Elect Director David F. Levi | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| LATHAM GROUP, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: SWIM
SECURITY ID: 51819L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert D. Evans | Management | For | Withhold |
| 1.2 | Elect Director William M. Pruellage | Management | For | Withhold |
| 1.3 | Elect Director Scott M. Rajeski | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| LAUREATE EDUCATION, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: LAUR
SECURITY ID: 518613203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew B. Cohen | Management | For | For |
| 1.2 | Elect Director Pedro del Corro | Management | For | For |
| 1.3 | Elect Director Aristides de Macedo | Management | For | For |
| 1.4 | Elect Director Kenneth W. Freeman | Management | For | For |
| 1.5 | Elect Director Barbara Mair | Management | For | For |
| 1.6 | Elect Director George Munoz | Management | For | For |
| 1.7 | Elect Director Judith Rodin | Management | For | For |
| 1.8 | Elect Director Eilif Serck-Hanssen | Management | For | For |
| 1.9 | Elect Director Ian K. Snow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LCI INDUSTRIES
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LCII
SECURITY ID: 50189K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy D. Graham | Management | For | For |
| 1b | Elect Director Brendan J. Deely | Management | For | For |
| 1c | Elect Director James F. Gero | Management | For | For |
| 1d | Elect Director Virginia L. Henkels | Management | For | For |
| 1e | Elect Director Jason D. Lippert | Management | For | For |
| 1f | Elect Director Stephanie K. Mains | Management | For | For |
| 1g | Elect Director Linda K. Myers | Management | For | For |
| 1h | Elect Director Kieran M. O'Sullivan | Management | For | For |
| 1i | Elect Director David A. Reed | Management | For | For |
| 1j | Elect Director John A. Sirpilla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LEAR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LEA
SECURITY ID: 521865204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mei-Wei Cheng | Management | For | For |
| 1b | Elect Director Jonathan F. Foster | Management | For | For |
| 1c | Elect Director Bradley M. Halverson | Management | For | For |
| 1d | Elect Director Mary Lou Jepsen | Management | For | For |
| 1e | Elect Director Roger A. Krone | Management | For | For |
| 1f | Elect Director Patricia L. Lewis | Management | For | For |
| 1g | Elect Director Kathleen A. Ligocki | Management | For | For |
| 1h | Elect Director Conrad L. Mallett, Jr. | Management | For | For |
| 1i | Elect Director Raymond E. Scott | Management | For | For |
| 1j | Elect Director Gregory C. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| LEGGETT & PLATT, INCORPORATED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: LEG
SECURITY ID: 524660107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Angela Barbee | Management | For | For |
| 1b | Elect Director Mark A. Blinn | Management | For | For |
| 1c | Elect Director Robert E. Brunner | Management | For | For |
| 1d | Elect Director Mary Campbell | Management | For | For |
| 1e | Elect Director J. Mitchell Dolloff | Management | For | For |
| 1f | Elect Director Manuel A. Fernandez | Management | For | For |
| 1g | Elect Director Karl G. Glassman | Management | For | For |
| 1h | Elect Director Joseph W. McClanathan | Management | For | For |
| 1i | Elect Director Srikanth Padmanabhan | Management | For | For |
| 1j | Elect Director Jai Shah | Management | For | For |
| 1k | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LENNAR CORPORATION
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: LEN
SECURITY ID: 526057104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Tig Gilliam | Management | For | For |
| 1d | Elect Director Sherrill W. Hudson | Management | For | For |
| 1e | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1f | Elect Director Sidney Lapidus | Management | For | For |
| 1g | Elect Director Teri P. McClure | Management | For | For |
| 1h | Elect Director Stuart Miller | Management | For | For |
| 1i | Elect Director Armando Olivera | Management | For | For |
| 1j | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| LESLIE'S, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: LESL
SECURITY ID: 527064109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James Ray, Jr. | Management | For | For |
| 1.2 | Elect Director John Strain | Management | 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 |
| LEVI STRAUSS & CO.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: LEVI
SECURITY ID: 52736R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jill Beraud | Management | For | For |
| 1b | Elect Director Spencer C. Fleischer | Management | For | For |
| 1c | Elect Director Christopher J. McCormick | Management | For | For |
| 1d | Elect Director Elliott Rodgers | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LGI HOMES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LGIH
SECURITY ID: 50187T106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ryan Edone | Management | For | For |
| 1.2 | Elect Director Eric Lipar | Management | For | For |
| 1.3 | Elect Director Shailee Parikh | Management | For | For |
| 1.4 | Elect Director Bryan Sansbury | Management | For | For |
| 1.5 | Elect Director Maria Sharpe | Management | For | For |
| 1.6 | Elect Director Steven Smith | Management | For | For |
| 1.7 | Elect Director Robert Vahradian | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| LIFE TIME GROUP HOLDINGS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: LTH
SECURITY ID: 53190C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joel Alsfine | Management | For | Withhold |
| 1.2 | Elect Director Jonathan Coslet | Management | For | For |
| 1.3 | Elect Director J. Kristofer Galashan | Management | For | For |
| 1.4 | Elect Director Stuart Lasher | 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 |
| LIGHT & WONDER, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: LNW
SECURITY ID: 80874P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie R. Odell | Management | For | For |
| 1.2 | Elect Director Matthew R. Wilson | Management | For | For |
| 1.3 | Elect Director Antonia Korsanos | Management | For | For |
| 1.4 | Elect Director Hamish R. McLennan | Management | For | For |
| 1.5 | Elect Director Stephen Morro | Management | For | For |
| 1.6 | Elect Director Michael J. Regan | Management | For | For |
| 1.7 | Elect Director Virginia E. Shanks | Management | For | For |
| 1.8 | Elect Director Timothy Throsby | Management | For | For |
| 1.9 | Elect Director Maria T. Vullo | Management | For | For |
| 1.10 | Elect Director Kneeland C. Youngblood | 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 Auditor | Management | For | For |
| LINDBLAD EXPEDITIONS HOLDINGS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: LIND
SECURITY ID: 535219109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director L. Dyson Dryden | Management | For | For |
| 1.2 | Elect Director John M. Fahey | Management | For | Withhold |
| 1.3 | Elect Director Catherine B. Reynolds | 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 |
| LIQUIDITY SERVICES, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: LQDT
SECURITY ID: 53635B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Phillip A. Clough | Management | For | For |
| 1.2 | Elect Director George H. Ellis | Management | For | For |
| 1.3 | Elect Director Jaime Mateus-Tique | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LITHIA MOTORS, INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: LAD
SECURITY ID: 536797103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sidney B. DeBoer | Management | For | For |
| 1b | Elect Director Susan O. Cain | Management | For | For |
| 1c | Elect Director Bryan B. DeBoer | Management | For | For |
| 1d | Elect Director James E. Lentz | Management | For | For |
| 1e | Elect Director Shauna F. McIntyre | Management | For | For |
| 1f | Elect Director Louis P. Miramontes | Management | For | For |
| 1g | Elect Director Kenneth E. Roberts | Management | For | For |
| 1h | Elect Director David J. Robino | Management | For | For |
| 1i | Elect Director Stacy C. Loretz-Congdon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LKQ CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: LKQ
SECURITY ID: 501889208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick Berard | Management | For | For |
| 1b | Elect Director Meg A. Divitto | Management | For | For |
| 1c | Elect Director Joseph M. Holsten | Management | For | For |
| 1d | Elect Director Blythe J. McGarvie | Management | For | For |
| 1e | Elect Director John W. Mendel | Management | For | For |
| 1f | Elect Director Jody G. Miller | Management | For | For |
| 1g | Elect Director Guhan Subramanian | Management | For | For |
| 1h | Elect Director Xavier Urbain | Management | For | For |
| 1i | Elect Director Dominick Zarcone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LORDSTOWN MOTORS CORP.
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: RIDE
SECURITY ID: 54405Q100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| LOWE'S COMPANIES, INC.
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: LOW
SECURITY ID: 548661107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| LUCID GROUP, INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: LCID
SECURITY ID: 549498103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Turqi Alnowaiser | Management | For | For |
| 1.2 | Elect Director Glenn R. August | Management | For | For |
| 1.3 | Elect Director Andrew Liveris | Management | For | For |
| 1.4 | Elect Director Sherif Marakby | Management | For | For |
| 1.5 | Elect Director Nichelle Maynard-Elliott | Management | For | For |
| 1.6 | Elect Director Chabi Nouri | Management | For | For |
| 1.7 | Elect Director Peter Rawlinson | Management | For | For |
| 1.8 | Elect Director Ori Winitzer | Management | For | For |
| 1.9 | Elect Director Janet S. Wong | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| LULULEMON ATHLETICA INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: LULU
SECURITY ID: 550021109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Casey | Management | For | For |
| 1b | Elect Director Glenn Murphy | Management | For | For |
| 1c | Elect Director David Mussafer | Management | For | For |
| 1d | Elect Director Isabel Mahe | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| LUMINAR TECHNOLOGIES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: LAZR
SECURITY ID: 550424105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Austin Russell | Management | For | For |
| 1.2 | Elect Director Mary Lou Jepsen | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| M.D.C. HOLDINGS, INC.
MEETING DATE: APR 17, 2023 |
||||
|
TICKER: MDC
SECURITY ID: 552676108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rafay Farooqui | Management | For | For |
| 1.2 | Elect Director David D. Mandarich | Management | For | For |
| 1.3 | Elect Director Paris G. Reece, III | Management | For | For |
| 1.4 | Elect Director David Siegel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| M/I HOMES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: MHO
SECURITY ID: 55305B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Phillip G. Creek | Management | For | For |
| 1.2 | Elect Director Nancy J. Kramer | Management | For | For |
| 1.3 | Elect Director Bruce A. Soll | Management | For | For |
| 1.4 | Elect Director Norman L. Traeger | 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 |
| MACY'S, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: M
SECURITY ID: 55616P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emilie Arel | Management | For | For |
| 1b | Elect Director Francis S. Blake | Management | For | For |
| 1c | Elect Director Torrence N. Boone | Management | For | For |
| 1d | Elect Director Ashley Buchanan | Management | For | For |
| 1e | Elect Director Marie Chandoha | Management | For | For |
| 1f | Elect Director Naveen K. Chopra | Management | For | For |
| 1g | Elect Director Deirdre P. Connelly | Management | For | For |
| 1h | Elect Director Jeff Gennette | Management | For | For |
| 1i | Elect Director Jill Granoff | Management | For | For |
| 1j | Elect Director William H. Lenehan | Management | For | For |
| 1k | Elect Director Sara Levinson | Management | For | For |
| 1l | Elect Director Antony Spring | Management | For | For |
| 1m | Elect Director Paul C. Varga | Management | For | For |
| 1n | Elect Director Tracey Zhen | 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 |
| MALIBU BOATS, INC.
MEETING DATE: NOV 03, 2022 |
||||
|
TICKER: MBUU
SECURITY ID: 56117J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael K. Hooks | Management | For | For |
| 1.2 | Elect Director Jack D. Springer | Management | For | For |
| 1.3 | Elect Director John E. Stokely | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MARINEMAX, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: HZO
SECURITY ID: 567908108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William Brett McGill | Management | For | For |
| 1b | Elect Director Michael H. McLamb | Management | For | For |
| 1c | Elect Director Clint Moore | Management | For | For |
| 1d | Elect Director Evelyn V. Follit | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| MARRIOTT INTERNATIONAL, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: MAR
SECURITY ID: 571903202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony G. Capuano | Management | For | For |
| 1b | Elect Director Isabella D. Goren | Management | For | For |
| 1c | Elect Director Deborah Marriott Harrison | Management | For | For |
| 1d | Elect Director Frederick A. Henderson | Management | For | For |
| 1e | Elect Director Eric Hippeau | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Debra L. Lee | Management | For | For |
| 1h | Elect Director Aylwin B. Lewis | Management | For | For |
| 1i | Elect Director David S. Marriott | Management | For | For |
| 1j | Elect Director Margaret M. McCarthy | Management | For | For |
| 1k | Elect Director Grant F. Reid | Management | For | For |
| 1l | Elect Director Horacio D. Rozanski | Management | For | For |
| 1m | Elect Director Susan C. Schwab | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| MARRIOTT VACATIONS WORLDWIDE CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: VAC
SECURITY ID: 57164Y107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Elliott "C.E." Andrews | Management | For | For |
| 1.2 | Elect Director William W. McCarten | Management | For | For |
| 1.3 | Elect Director William J. Shaw | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| MATTEL, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: MAT
SECURITY ID: 577081102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Todd Bradley | Management | For | For |
| 1b | Elect Director Adriana Cisneros | Management | For | For |
| 1c | Elect Director Michael Dolan | Management | For | For |
| 1d | Elect Director Diana Ferguson | Management | For | For |
| 1e | Elect Director Noreena Hertz | Management | For | For |
| 1f | Elect Director Ynon Kreiz | Management | For | For |
| 1g | Elect Director Soren Laursen | Management | For | For |
| 1h | Elect Director Ann Lewnes | Management | For | For |
| 1i | Elect Director Roger Lynch | Management | For | For |
| 1j | Elect Director Dominic Ng | Management | For | For |
| 1k | Elect Director Judy Olian | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| MCDONALD'S CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MCD
SECURITY ID: 580135101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | Against |
| MERCADOLIBRE, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: MELI
SECURITY ID: 58733R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan Segal | Management | For | For |
| 1.2 | Elect Director Mario Eduardo Vazquez | Management | For | For |
| 1.3 | Elect Director Alejandro Nicolas Aguzin | 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 Pistrelli, Henry Martin y Asociados S.R.L., as Auditors | Management | For | For |
| MERITAGE HOMES CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MTH
SECURITY ID: 59001A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter L. Ax | Management | For | For |
| 1.2 | Elect Director Gerald Haddock | Management | For | For |
| 1.3 | Elect Director Joseph Keough | Management | For | For |
| 1.4 | Elect Director Phillippe Lord | Management | For | For |
| 1.5 | Elect Director Michael R. Odell | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| MGM RESORTS INTERNATIONAL
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: MGM
SECURITY ID: 552953101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barry Diller | Management | For | For |
| 1b | Elect Director Alexis M. Herman | Management | For | For |
| 1c | Elect Director William J. Hornbuckle | Management | For | For |
| 1d | Elect Director Mary Chris Jammet | Management | For | For |
| 1e | Elect Director Joey Levin | Management | For | For |
| 1f | Elect Director Rose McKinney-James | Management | For | For |
| 1g | Elect Director Keith A. Meister | Management | For | For |
| 1h | Elect Director Paul Salem | Management | For | For |
| 1i | Elect Director Jan G. Swartz | Management | For | For |
| 1j | Elect Director Daniel J. Taylor | Management | For | For |
| 1k | Elect Director Ben Winston | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MISTER CAR WASH, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MCW
SECURITY ID: 60646V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Kristofer Galashan | Management | For | Withhold |
| 1.2 | Elect Director Jeffrey Suer | Management | For | For |
| 1.3 | Elect Director Ronald Kirk | Management | For | For |
| 1.4 | Elect Director Veronica Rogers | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MODINE MANUFACTURING COMPANY
MEETING DATE: JUL 21, 2022 |
||||
|
TICKER: MOD
SECURITY ID: 607828100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil D. Brinker | Management | For | For |
| 1b | Elect Director Katherine C. Harper | Management | For | For |
| 1c | Elect Director David J. Wilson | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MOHAWK INDUSTRIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MHK
SECURITY ID: 608190104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Karen A. Smith Bogart | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Lorberbaum | 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 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| MONARCH CASINO & RESORT, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: MCRI
SECURITY ID: 609027107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bob Farahi | Management | For | For |
| 1b | Elect Director Yvette E. Landau | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| MONRO, INC.
MEETING DATE: AUG 16, 2022 |
||||
|
TICKER: MNRO
SECURITY ID: 610236101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John L. Auerbach | Management | For | For |
| 1.2 | Elect Director Michael T. Broderick | Management | For | For |
| 1.3 | Elect Director Donald Glickman | Management | For | For |
| 1.4 | Elect Director Lindsay N. Hyde | Management | For | For |
| 1.5 | Elect Director Leah C. Johnson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MOVADO GROUP, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: MOV
SECURITY ID: 624580106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter A. Bridgman | Management | For | For |
| 1.2 | Elect Director Alex Grinberg | Management | For | For |
| 1.3 | Elect Director Efraim Grinberg | Management | For | For |
| 1.4 | Elect Director Alan H. Howard | Management | For | For |
| 1.5 | Elect Director Richard Isserman | Management | For | For |
| 1.6 | Elect Director Ann Kirschner | Management | For | For |
| 1.7 | Elect Director Maya Peterson | Management | For | For |
| 1.8 | Elect Director Stephen Sadove | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| MURPHY USA INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MUSA
SECURITY ID: 626755102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claiborne P. Deming | Management | For | For |
| 1b | Elect Director Jeanne L. Phillips | Management | For | For |
| 1c | Elect Director Jack T. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| NATIONAL VISION HOLDINGS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: EYE
SECURITY ID: 63845R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. Randolph Peeler | Management | For | For |
| 1.2 | Elect Director Heather Cianfrocco | Management | For | For |
| 1.3 | Elect Director Jose Armario | Management | For | For |
| 1.4 | Elect Director Thomas V. Taylor, Jr. | Management | For | For |
| 1.5 | Elect Director Virginia A. Hepner | Management | For | For |
| 1.6 | Elect Director David M. Tehle | 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 |
| NEWELL BRANDS INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NWL
SECURITY ID: 651229106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bridget Ryan Berman | Management | For | For |
| 1b | Elect Director Patrick D. Campbell | Management | For | For |
| 1c | Elect Director Gary Hu | Management | For | For |
| 1d | Elect Director Jay L. Johnson | Management | For | For |
| 1e | Elect Director Gerardo I. Lopez | Management | For | For |
| 1f | Elect Director Courtney R. Mather | Management | For | For |
| 1g | Elect Director Christopher H. Peterson | Management | For | For |
| 1h | Elect Director Judith A. Sprieser | Management | For | For |
| 1i | Elect Director Stephanie P. Stahl | Management | For | For |
| 1j | Elect Director Robert A. Steele | Management | For | For |
| 1k | Elect Director David P. Willetts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Act by Written Consent | Shareholder | Against | Against |
| NIKE, INC.
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: NKE
SECURITY ID: 654106103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NORDSTROM, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: JWN
SECURITY ID: 655664100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1B | Elect Director James L. Donald | Management | For | For |
| 1C | Elect Director Kirsten A. Green | Management | For | For |
| 1D | Elect Director Glenda G. McNeal | Management | For | For |
| 1E | Elect Director Erik B. Nordstrom | Management | For | For |
| 1F | Elect Director Peter E. Nordstrom | Management | For | For |
| 1G | Elect Director Eric D. Sprunk | Management | For | For |
| 1H | Elect Director Amie Thuener O'Toole | Management | For | For |
| 1I | Elect Director Bradley D. Tilden | Management | For | For |
| 1J | Elect Director Mark J. Tritton | Management | For | For |
| 1K | Elect Director Atticus N. Tysen | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 7 | Ratify Extension of the Stockholder Rights Plan | Management | For | For |
| NORWEGIAN CRUISE LINE HOLDINGS LTD.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NCLH
SECURITY ID: G66721104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Abrams | Management | For | For |
| 1b | Elect Director Zillah Byng-Thorne | Management | For | For |
| 1c | Elect Director Russell W. Galbut | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| NVR, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: NVR
SECURITY ID: 62944T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul C. Saville | Management | For | For |
| 1.2 | Elect Director C.E. Andrews | Management | For | For |
| 1.3 | Elect Director Sallie B. Bailey | Management | For | For |
| 1.4 | Elect Director Thomas D. Eckert | Management | For | For |
| 1.5 | Elect Director Alfred E. Festa | Management | For | For |
| 1.6 | Elect Director Alexandra A. Jung | Management | For | For |
| 1.7 | Elect Director Mel Martinez | Management | For | For |
| 1.8 | Elect Director David A. Preiser | Management | For | For |
| 1.9 | Elect Director W. Grady Rosier | Management | For | For |
| 1.10 | Elect Director Susan Williamson Ross | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| O'REILLY AUTOMOTIVE, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ORLY
SECURITY ID: 67103H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OLLIE'S BARGAIN OUTLET HOLDINGS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: OLLI
SECURITY ID: 681116109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alissa Ahlman | Management | For | For |
| 1b | Elect Director Robert Fisch | Management | For | For |
| 1c | Elect Director Stanley Fleishman | Management | For | For |
| 1d | Elect Director Thomas Hendrickson | Management | For | For |
| 1e | Elect Director Abid Rizvi | Management | For | For |
| 1f | Elect Director John Swygert | Management | For | For |
| 1g | Elect Director Stephen White | Management | For | For |
| 1h | Elect Director Richard Zannino | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ONESPAWORLD HOLDINGS LIMITED
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: OSW
SECURITY ID: P73684113
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew R. Heyer | Management | For | Withhold |
| 1b | Elect Director Leonard Fluxman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OVERSTOCK.COM, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: OSTK
SECURITY ID: 690370101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Allison H. Abraham | Management | For | For |
| 1.2 | Elect Director William B. Nettles, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| OXFORD INDUSTRIES, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: OXM
SECURITY ID: 691497309
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis M. Love | Management | For | For |
| 1.2 | Elect Director Clyde C. Tuggle | Management | For | For |
| 1.3 | Elect Director E. Jenner Wood, III | Management | For | For |
| 1.4 | Elect Director Carol B. Yancey | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PAPA JOHN'S INTERNATIONAL, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: PZZA
SECURITY ID: 698813102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher L. Coleman | Management | For | For |
| 1b | Elect Director Laurette T. Koellner | Management | For | For |
| 1c | Elect Director Robert M. Lynch | Management | For | For |
| 1d | Elect Director Jocelyn C. Mangan | Management | For | For |
| 1e | Elect Director Sonya E. Medina | Management | For | For |
| 1f | Elect Director Shaquille R. O'Neal | Management | For | For |
| 1g | Elect Director Anthony M. Sanfilippo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PATRICK INDUSTRIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PATK
SECURITY ID: 703343103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph M. Cerulli | Management | For | For |
| 1.2 | Elect Director Todd M. Cleveland | Management | For | For |
| 1.3 | Elect Director John A. Forbes | Management | For | For |
| 1.4 | Elect Director Michael A. Kitson | Management | For | For |
| 1.5 | Elect Director Pamela R. Klyn | Management | For | For |
| 1.6 | Elect Director Derrick B. Mayes | Management | For | For |
| 1.7 | Elect Director Andy L. Nemeth | Management | For | For |
| 1.8 | Elect Director Denis G. Suggs | Management | For | For |
| 1.9 | Elect Director M. Scott Welch | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PELOTON INTERACTIVE, INC.
MEETING DATE: DEC 06, 2022 |
||||
|
TICKER: PTON
SECURITY ID: 70614W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Karen Boone | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PENN ENTERTAINMENT, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: PENN
SECURITY ID: 707569109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vimla Black-Gupta | Management | For | For |
| 1.2 | Elect Director Marla Kaplowitz | Management | For | For |
| 1.3 | Elect Director Jane Scaccetti | Management | For | For |
| 1.4 | Elect Director Jay A. Snowden | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| PENSKE AUTOMOTIVE GROUP, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: PAG
SECURITY ID: 70959W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Barr | Management | For | For |
| 1b | Elect Director Lisa Davis | Management | For | For |
| 1c | Elect Director Wolfgang Durheimer | Management | For | For |
| 1d | Elect Director Michael Eisenson | Management | For | For |
| 1e | Elect Director Robert Kurnick, Jr. | Management | For | For |
| 1f | Elect Director Kimberly McWaters | Management | For | For |
| 1g | Elect Director Kota Odagiri | Management | For | For |
| 1h | Elect Director Greg Penske | Management | For | For |
| 1i | Elect Director Roger Penske | Management | For | For |
| 1j | Elect Director Sandra Pierce | Management | For | Against |
| 1k | Elect Director Greg Smith | Management | For | Against |
| 1l | Elect Director Ronald Steinhart | Management | For | For |
| 1m | Elect Director H. Brian Thompson | Management | For | For |
| 2 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PERDOCEO EDUCATION CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PRDO
SECURITY ID: 71363P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis H. Chookaszian | Management | For | For |
| 1b | Elect Director Kenda B. Gonzales | Management | For | For |
| 1c | Elect Director Patrick W. Gross | Management | For | For |
| 1d | Elect Director William D. Hansen | Management | For | For |
| 1e | Elect Director Andrew H. Hurst | Management | For | For |
| 1f | Elect Director Gregory L. Jackson | Management | For | For |
| 1g | Elect Director Todd S. Nelson | Management | For | For |
| 1h | Elect Director Leslie T. Thornton | Management | For | For |
| 1i | Elect Director Alan D. Wheat | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| PETCO HEALTH AND WELLNESS COMPANY, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: WOOF
SECURITY ID: 71601V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary Briggs | Management | For | For |
| 1.2 | Elect Director Nishad Chande | Management | For | For |
| 1.3 | Elect Director Mary Sullivan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PETMED EXPRESS, INC.
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: PETS
SECURITY ID: 716382106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leslie C.G. Campbell | Management | For | For |
| 1.2 | Elect Director Peter S. Cobb | Management | For | For |
| 1.3 | Elect Director Gian M. Fulgoni | Management | For | For |
| 1.4 | Elect Director Mathew N. Hulett | Management | For | For |
| 1.5 | Elect Director Diana Garvis Purcel | Management | For | For |
| 1.6 | Elect Director Jodi Watson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| 4 | Approve Restricted Stock Plan | Management | For | For |
| PLANET FITNESS, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: PLNT
SECURITY ID: 72703H101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Enshalla Anderson | Management | For | For |
| 1.2 | Elect Director Stephen Spinelli, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PLAYA HOTELS & RESORTS N.V.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: PLYA
SECURITY ID: N70544106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce D. Wardinski | Management | For | For |
| 1b | Elect Director Jeanmarie Cooney | Management | For | For |
| 1c | Elect Director Hal Stanley Jones | Management | For | For |
| 1d | Elect Director Mahmood Khimji | Management | For | For |
| 1e | Elect Director Elizabeth Lieberman | Management | For | For |
| 1f | Elect Director Maria Miller | Management | For | For |
| 1g | Elect Director Leticia Navarro | Management | For | For |
| 1h | Elect Director Karl Peterson | Management | For | For |
| 2 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Approve Discharge of Directors | Management | For | For |
| 7 | Authorization of the Board to Acquire Shares and Depositary Receipts for Shares in the Capital of the Company | Management | For | For |
| 8 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 9 | Amend Omnibus Stock Plan | Management | For | For |
| POLARIS INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PII
SECURITY ID: 731068102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George W. Bilicic | Management | For | For |
| 1b | Elect Director Gary E. Hendrickson | Management | For | For |
| 1c | Elect Director Gwenne A. Henricks | 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 | Change State of Incorporation from Minnesota to Delaware | Management | For | For |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 7 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| POOL CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: POOL
SECURITY ID: 73278L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter D. Arvan | Management | For | For |
| 1b | Elect Director Martha "Marty" S. Gervasi | Management | For | For |
| 1c | Elect Director James "Jim" D. Hope | Management | For | For |
| 1d | Elect Director Debra S. Oler | Management | For | For |
| 1e | Elect Director Manuel J. Perez de la Mesa | Management | For | For |
| 1f | Elect Director Carlos A. Sabater | Management | For | For |
| 1g | Elect Director Robert C. Sledd | Management | For | For |
| 1h | Elect Director John E. Stokely | Management | For | For |
| 1i | Elect Director David G. Whalen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PORTILLO'S, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: PTLO
SECURITY ID: 73642K106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Osanloo | Management | For | For |
| 1.2 | Elect Director Ann Bordelon | Management | For | For |
| 1.3 | Elect Director Paulette Dodson | Management | For | For |
| 1.4 | Elect Director Noah Glass | Management | For | For |
| 1.5 | Elect Director Gerard J. Hart | Management | For | For |
| 1.6 | Elect Director Richard K. Lubin | Management | For | For |
| 1.7 | Elect Director Joshua A. Lutzker | Management | For | For |
| 1.8 | Elect Director Michael A. Miles Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| POSHMARK, INC.
MEETING DATE: DEC 27, 2022 |
||||
|
TICKER: POSH
SECURITY ID: 73739W104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| PULTEGROUP, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PHM
SECURITY ID: 745867101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian P. Anderson | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director Thomas J. Folliard | Management | For | For |
| 1d | Elect Director Cheryl W. Grise | Management | For | For |
| 1e | Elect Director Andre J. Hawaux | Management | For | For |
| 1f | Elect Director J. Phillip Holloman | Management | For | For |
| 1g | Elect Director Ryan R. Marshall | Management | For | For |
| 1h | Elect Director John R. Peshkin | Management | For | For |
| 1i | Elect Director Scott F. Powers | Management | For | For |
| 1j | Elect Director Lila Snyder | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PURPLE INNOVATION, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: PRPL
SECURITY ID: 74640Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director S. Hoby Darling | Management | For | For |
| 1.2 | Elect Director Robert T. DeMartini | Management | For | For |
| 1.3 | Elect Director Gary T. DiCamillo | Management | For | For |
| 1.4 | Elect Director Adam L. Gray | Management | For | For |
| 1.5 | Elect Director Claudia Hollingsworth | Management | For | For |
| 1.6 | Elect Director R. Carter Pate | Management | For | For |
| 1.7 | Elect Director D. Scott Peterson | Management | For | For |
| 1.8 | Elect Director Erika Serow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| PVH CORP.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: PVH
SECURITY ID: 693656100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ajay Bhalla | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Brent Callinicos | Management | For | For |
| 1d | Elect Director George Cheeks | Management | For | For |
| 1e | Elect Director Stefan Larsson | Management | For | For |
| 1f | Elect Director G. Penny McIntyre | Management | For | For |
| 1g | Elect Director Amy McPherson | Management | For | For |
| 1h | Elect Director Allison Peterson | Management | For | For |
| 1i | Elect Director Edward R. Rosenfeld | Management | For | For |
| 1j | Elect Director Judith Amanda Sourry Knox | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Update the Exculpation Provision Under the Delaware General Corporation Law | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| QUANTUMSCAPE CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: QS
SECURITY ID: 74767V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jagdeep Singh | Management | For | For |
| 1.2 | Elect Director Frank Blome | Management | For | For |
| 1.3 | Elect Director Brad Buss | Management | For | For |
| 1.4 | Elect Director Jeneanne Hanley | Management | For | For |
| 1.5 | Elect Director Susan Huppertz | Management | For | For |
| 1.6 | Elect Director Jurgen Leohold | Management | For | For |
| 1.7 | Elect Director Gena Lovett | Management | For | For |
| 1.8 | Elect Director Fritz Prinz | Management | For | For |
| 1.9 | Elect Director Dipender Saluja | Management | For | For |
| 1.10 | Elect Director JB Straubel | Management | For | For |
| 1.11 | Elect Director Jens Wiese | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QURATE RETAIL, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: QRTEA
SECURITY ID: 74915M100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fiona P. Dias | Management | For | For |
| 1.2 | Elect Director Evan D. Malone | Management | For | For |
| 1.3 | Elect Director Larry E. Romrell | Management | For | Withhold |
| 2 | Approve Reverse Stock Split | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| RALPH LAUREN CORPORATION
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: RL
SECURITY ID: 751212101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda Findley | Management | For | For |
| 1.3 | Elect Director Hubert Joly | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RCI HOSPITALITY HOLDINGS, INC.
MEETING DATE: AUG 23, 2022 |
||||
|
TICKER: RICK
SECURITY ID: 74934Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric S. Langan | Management | For | For |
| 1.2 | Elect Director Travis Reese | Management | For | For |
| 1.3 | Elect Director Luke Lirot | Management | For | Withhold |
| 1.4 | Elect Director Yura Barabash | Management | For | Withhold |
| 1.5 | Elect Director Elaine J. Martin | Management | For | For |
| 1.6 | Elect Director Arthur Allan Priaulx | Management | For | Withhold |
| 2 | Ratify Friedman LLP as Auditors | Management | For | For |
| 3 | Approve Stock Option Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Other Business | Management | For | Against |
| RED ROCK RESORTS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: RRR
SECURITY ID: 75700L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Fertitta, III | Management | For | For |
| 1.2 | Elect Director Lorenzo J. Fertitta | Management | For | For |
| 1.3 | Elect Director Robert A. Cashell, Jr. | Management | For | Withhold |
| 1.4 | Elect Director Robert E. Lewis | Management | For | Withhold |
| 1.5 | Elect Director James E. Nave | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Report on Board Diversity | Shareholder | Against | For |
| REVOLVE GROUP, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: RVLV
SECURITY ID: 76156B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael ("Mike") Karanikolas | Management | For | For |
| 1.2 | Elect Director Michael Mente | Management | For | For |
| 1.3 | Elect Director Melanie Cox | Management | For | For |
| 1.4 | Elect Director Oana Ruxandra | Management | For | For |
| 1.5 | Elect Director Marc Stolzman | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RH
MEETING DATE: APR 04, 2023 |
||||
|
TICKER: RH
SECURITY ID: 74967X103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Omnibus Stock Plan | Management | For | For |
| RH
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: RH
SECURITY ID: 74967X103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hilary Krane | Management | For | For |
| 1.2 | Elect Director Katie Mitic | Management | For | For |
| 1.3 | Elect Director Ali Rowghani | 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 Procurement of Down Feathers from the Company's Suppliers | Shareholder | Against | Against |
| RIVIAN AUTOMOTIVE, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: RIVN
SECURITY ID: 76954A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen Boone | Management | For | For |
| 1b | Elect Director Rose Marcario | 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 a Comprehensive Human Rights Policy | Shareholder | Against | For |
| ROSS STORES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ROST
SECURITY ID: 778296103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Gunnar Bjorklund | Management | For | For |
| 1b | Elect Director Michael J. Bush | Management | For | For |
| 1c | Elect Director Edward G. Cannizzaro | Management | For | For |
| 1d | Elect Director Sharon D. Garrett | Management | For | For |
| 1e | Elect Director Michael J. Hartshorn | Management | For | For |
| 1f | Elect Director Stephen D. Milligan | Management | For | For |
| 1g | Elect Director Patricia H. Mueller | Management | For | For |
| 1h | Elect Director George P. Orban | Management | For | For |
| 1i | Elect Director Larree M. Renda | Management | For | For |
| 1j | Elect Director Barbara Rentler | Management | For | For |
| 1k | Elect Director Doniel N. Sutton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROVER GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ROVR
SECURITY ID: 77936F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Cohen | Management | For | For |
| 1.2 | Elect Director Greg Gottesman | Management | For | Withhold |
| 1.3 | Elect Director Scott Jacobson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ROYAL CARIBBEAN CRUISES LTD.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: RCL
SECURITY ID: V7780T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John F. Brock | Management | For | For |
| 1b | Elect Director Richard D. Fain | Management | For | For |
| 1c | Elect Director Stephen R. Howe, Jr. | Management | For | For |
| 1d | Elect Director William L. Kimsey | Management | For | For |
| 1e | Elect Director Michael O. Leavitt | Management | For | For |
| 1f | Elect Director Jason T. Liberty | Management | For | For |
| 1g | Elect Director Amy McPherson | Management | For | For |
| 1h | Elect Director Maritza G. Montiel | Management | For | For |
| 1i | Elect Director Ann S. Moore | Management | For | For |
| 1j | Elect Director Eyal M. Ofer | Management | For | For |
| 1k | Elect Director Vagn O. Sorensen | Management | For | For |
| 1l | Elect Director Donald Thompson | Management | For | For |
| 1m | Elect Director Arne Alexander Wilhelmsen | Management | For | For |
| 1n | Elect Director Rebecca Yeung | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RUTH'S HOSPITALITY GROUP, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: RUTH
SECURITY ID: 783332109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Giannella Alvarez | Management | For | For |
| 1.2 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.3 | Elect Director Carla R. Cooper | Management | For | For |
| 1.4 | Elect Director Cheryl J. Henry | Management | For | For |
| 1.5 | Elect Director Stephen M. King | Management | For | For |
| 1.6 | Elect Director Michael P. O'Donnell | Management | For | For |
| 1.7 | Elect Director Marie L. Perry | Management | For | For |
| 1.8 | Elect Director Robin P. Selati | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SALLY BEAUTY HOLDINGS, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: SBH
SECURITY ID: 79546E104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rachel R. Bishop | Management | For | For |
| 1.2 | Elect Director Jeffrey Boyer | Management | For | For |
| 1.3 | Elect Director Diana S. Ferguson | Management | For | For |
| 1.4 | Elect Director Dorlisa K. Flur | Management | For | For |
| 1.5 | Elect Director James M. Head | Management | For | For |
| 1.6 | Elect Director Linda Heasley | Management | For | For |
| 1.7 | Elect Director Lawrence "Chip" P. Molloy | Management | For | For |
| 1.8 | Elect Director Erin Nealy Cox | Management | For | For |
| 1.9 | Elect Director Denise Paulonis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SEAWORLD ENTERTAINMENT, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SEAS
SECURITY ID: 81282V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald Bension | Management | For | For |
| 1b | Elect Director James Chambers | Management | For | For |
| 1c | Elect Director William Gray | Management | For | For |
| 1d | Elect Director Timothy Hartnett | Management | For | For |
| 1e | Elect Director Yoshikazu Maruyama | Management | For | For |
| 1f | Elect Director Thomas E. Moloney | Management | For | For |
| 1g | Elect Director Neha Jogani Narang | Management | For | For |
| 1h | Elect Director Scott Ross | Management | For | For |
| 1i | Elect Director Kimberly Schaefer | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor *Withdrawn Resolution* | Management | None | None |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SERVICE CORPORATION INTERNATIONAL
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: SCI
SECURITY ID: 817565104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan R. Buckwalter | Management | For | For |
| 1b | Elect Director Anthony L. Coelho | Management | For | For |
| 1c | Elect Director Jakki L. Haussler | Management | For | For |
| 1d | Elect Director Victor L. Lund | Management | For | For |
| 1e | Elect Director Ellen Ochoa | Management | For | For |
| 1f | Elect Director Thomas L. Ryan | Management | For | For |
| 1g | Elect Director C. Park Shaper | Management | For | For |
| 1h | Elect Director Sara Martinez Tucker | Management | For | For |
| 1i | Elect Director W. Blair Waltrip | Management | For | For |
| 1j | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SHAKE SHACK INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: SHAK
SECURITY ID: 819047101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Randy Garutti | Management | For | For |
| 1.2 | Elect Director Joshua Silverman | Management | For | For |
| 1.3 | Elect Director Jonathan D. Sokoloff | Management | For | For |
| 1.4 | Elect Director Tristan Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SHOE CARNIVAL, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: SCVL
SECURITY ID: 824889109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Wayne Weaver | Management | For | For |
| 1.2 | Elect Director Diane Randolph | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SIGNET JEWELERS LIMITED
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: SIG
SECURITY ID: G81276100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director H. Todd Stitzer | Management | For | For |
| 1b | Elect Director Virginia "Gina" C. Drosos | Management | For | For |
| 1c | Elect Director Andre V. Branch | Management | For | For |
| 1d | Elect Director R. Mark Graf | Management | For | For |
| 1e | Elect Director Zackery A. Hicks | Management | For | For |
| 1f | Elect Director Sharon L. McCollam | Management | For | For |
| 1g | Elect Director Helen McCluskey | Management | For | For |
| 1h | Elect Director Nancy A. Reardon | Management | For | For |
| 1i | Elect Director Jonathan Seiffer | Management | For | For |
| 1j | Elect Director Brian Tilzer | Management | For | For |
| 1k | Elect Director Eugenia Ulasewicz | Management | For | For |
| 1l | Elect Director Donta L. Wilson | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SIX FLAGS ENTERTAINMENT CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SIX
SECURITY ID: 83001A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ben Baldanza | Management | For | For |
| 1.2 | Elect Director Selim Bassoul | Management | For | For |
| 1.3 | Elect Director Esi Eggleston Bracey | Management | For | For |
| 1.4 | Elect Director Chieh Huang | Management | For | For |
| 1.5 | Elect Director Enrique Ramirez Mena | Management | For | For |
| 1.6 | Elect Director Arik Ruchim | Management | For | For |
| 1.7 | Elect Director Marilyn Spiegel | 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 | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| SKECHERS U.S.A., INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: SKX
SECURITY ID: 830566105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Katherine Blair | Management | For | For |
| 1.2 | Elect Director Yolanda Macias | Management | For | For |
| 1.3 | Elect Director Richard Siskind | Management | For | For |
| 2 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Plans to Reduce Full Value Chain GHG Emissions Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| SKYLINE CHAMPION CORPORATION
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: SKY
SECURITY ID: 830830105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith Anderson | Management | For | For |
| 1.2 | Elect Director Michael Berman | Management | For | For |
| 1.3 | Elect Director Timothy Bernlohr | Management | For | For |
| 1.4 | Elect Director Eddie Capel | Management | For | For |
| 1.5 | Elect Director Michael Kaufman | Management | For | For |
| 1.6 | Elect Director Erin Mulligan Nelson | Management | For | For |
| 1.7 | Elect Director Nikul Patel | Management | For | For |
| 1.8 | Elect Director Gary E. Robinette | Management | For | For |
| 1.9 | Elect Director Mark Yost | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SLEEP NUMBER CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: SNBR
SECURITY ID: 83125X103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Phillip M. Eyler | Management | For | For |
| 1.2 | Elect Director Julie M. Howard | Management | For | For |
| 1.3 | Elect Director Angel L. Mendez | 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 |
| SMITH & WESSON BRANDS, INC.
MEETING DATE: SEP 12, 2022 |
||||
|
TICKER: SWBI
SECURITY ID: 831754106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anita D. Britt | Management | For | For |
| 1.2 | Elect Director Fred M. Diaz | Management | For | For |
| 1.3 | Elect Director John B. Furman | Management | For | Withhold |
| 1.4 | Elect Director Michael F. Golden | Management | For | Withhold |
| 1.5 | Elect Director Barry M. Monheit | Management | For | For |
| 1.6 | Elect Director Robert L. Scott | Management | For | For |
| 1.7 | Elect Director Mark P. Smith | Management | For | For |
| 1.8 | Elect Director Denis G. Suggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Adopt a Comprehensive Human Rights Policy | Shareholder | Against | Against |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| SNAP ONE HOLDINGS CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SNPO
SECURITY ID: 83303Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Annmarie Neal | Management | For | Withhold |
| 1.2 | Elect Director Adalio Sanchez | Management | For | For |
| 1.3 | Elect Director Kenneth R. Wagers, III | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| SOHO HOUSE & CO INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: SHCO
SECURITY ID: 586001109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Ein | Management | For | Withhold |
| 1b | Elect Director Yusef D. Jackson | Management | For | For |
| 1c | Elect Director Ben Schwerin | Management | For | For |
| 1d | Elect Director Bippy Siegal | Management | For | For |
| 1e | Elect Director Alice Delahunt | Management | For | Withhold |
| 2 | Ratify BDO LLP as Auditors | Management | For | For |
| SOLID POWER, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SLDP
SECURITY ID: 83422N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven Goldberg | Management | For | For |
| 1.2 | Elect Director Aleksandra Miziolek | Management | For | For |
| 1.3 | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SONIC AUTOMOTIVE, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: SAH
SECURITY ID: 83545G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David Bruton Smith | Management | For | For |
| 1b | Elect Director Jeff Dyke | Management | For | For |
| 1c | Elect Director William I. Belk | Management | For | Against |
| 1d | Elect Director William R. Brooks | Management | For | For |
| 1e | Elect Director John W. Harris, III | Management | For | Against |
| 1f | Elect Director Michael Hodge | Management | For | For |
| 1g | Elect Director Keri A. Kaiser | Management | For | For |
| 1h | Elect Director B. Scott Smith | Management | For | For |
| 1i | Elect Director Marcus G. Smith | Management | For | For |
| 1j | Elect Director R. Eugene Taylor | Management | For | Against |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Non-Employee Director Restricted Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Senior Officers | Management | For | For |
| SONOS, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: SONO
SECURITY ID: 83570H108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas Conrad | Management | For | For |
| 1.2 | Elect Director Julius Genachowski | Management | For | For |
| 1.3 | Elect Director Michelangelo Volpi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SPORTSMAN'S WAREHOUSE HOLDINGS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: SPWH
SECURITY ID: 84920Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory P. Hickey | Management | For | For |
| 1b | Elect Director Nancy A. Walsh | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STANDARD MOTOR PRODUCTS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SMP
SECURITY ID: 853666105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James J. Burke | Management | For | For |
| 1.2 | Elect Director Alejandro C. Capparelli | Management | For | For |
| 1.3 | Elect Director Pamela Forbes Lieberman | Management | For | For |
| 1.4 | Elect Director Patrick S. McClymont | Management | For | For |
| 1.5 | Elect Director Joseph W. McDonnell | Management | For | For |
| 1.6 | Elect Director Alisa C. Norris | Management | For | For |
| 1.7 | Elect Director Pamela S. Puryear | Management | For | For |
| 1.8 | Elect Director Eric P. Sills | 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 |
| STARBUCKS CORPORATION
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: SBUX
SECURITY ID: 855244109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | Against |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| STEVEN MADDEN, LTD.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SHOO
SECURITY ID: 556269108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward R. Rosenfeld | Management | For | For |
| 1.2 | Elect Director Peter A. Davis | Management | For | For |
| 1.3 | Elect Director Al Ferrara | Management | For | For |
| 1.4 | Elect Director Mitchell S. Klipper | Management | For | For |
| 1.5 | Elect Director Maria Teresa Kumar | Management | For | For |
| 1.6 | Elect Director Rose Peabody Lynch | Management | For | For |
| 1.7 | Elect Director Peter Migliorini | Management | For | For |
| 1.8 | Elect Director Arian Simone Reed | Management | For | For |
| 1.9 | Elect Director Ravi Sachdev | Management | For | For |
| 1.10 | Elect Director Robert Smith | Management | For | For |
| 1.11 | Elect Director Amelia Newton Varela | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STITCH FIX, INC.
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: SFIX
SECURITY ID: 860897107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven Anderson | Management | For | For |
| 1b | Elect Director Neal Mohan | 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 |
| STONERIDGE, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: SRI
SECURITY ID: 86183P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira C. Kaplan | Management | For | For |
| 1.2 | Elect Director Kim Korth | Management | For | For |
| 1.3 | Elect Director William M. Lasky | Management | For | For |
| 1.4 | Elect Director George S. Mayes, Jr. | Management | For | For |
| 1.5 | Elect Director Carsten J. Reinhardt | Management | For | For |
| 1.6 | Elect Director Sheila Rutt | Management | For | For |
| 1.7 | Elect Director Paul J. Schlather | Management | For | For |
| 1.8 | Elect Director Frank S. Sklarsky | Management | For | For |
| 1.9 | Elect Director James Zizelman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STRATEGIC EDUCATION, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: STRA
SECURITY ID: 86272C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charlotte F. Beason | Management | For | For |
| 1.2 | Elect Director Rita D. Brogley | Management | For | For |
| 1.3 | Elect Director John T. Casteen, III | Management | For | For |
| 1.4 | Elect Director Robert R. Grusky | Management | For | For |
| 1.5 | Elect Director Jerry L. Johnson | Management | For | For |
| 1.6 | Elect Director Karl McDonnell | Management | For | For |
| 1.7 | Elect Director Michael A. McRobbie | Management | For | For |
| 1.8 | Elect Director Robert S. Silberman | Management | For | For |
| 1.9 | Elect Director William J. Slocum | Management | For | For |
| 1.10 | Elect Director Michael J. Thawley | Management | For | For |
| 1.11 | Elect Director G. Thomas Waite, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STRIDE, INC.
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: LRN
SECURITY ID: 86333M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Craig R. Barrett | Management | For | For |
| 1c | Elect Director Robert L. Cohen | Management | For | For |
| 1d | Elect Director Steven B. Fink | Management | For | For |
| 1e | Elect Director Robert E. Knowling, Jr. | Management | For | For |
| 1f | Elect Director Liza McFadden | Management | For | For |
| 1g | Elect Director James J. Rhyu | Management | For | For |
| 1h | Elect Director Joseph A. Verbrugge | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| STURM, RUGER & COMPANY, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: RGR
SECURITY ID: 864159108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Cosentino, Jr. | Management | For | For |
| 1b | Elect Director Michael O. Fifer | Management | For | For |
| 1c | Elect Director Sandra S. Froman | Management | For | For |
| 1d | Elect Director Rebecca S. Halstead | Management | For | For |
| 1e | Elect Director Christopher J. Killoy | Management | For | For |
| 1f | Elect Director Terrence G. O'Connor | Management | For | For |
| 1g | Elect Director Amir P. Rosenthal | Management | For | For |
| 1h | Elect Director Ronald C. Whitaker | Management | For | For |
| 1i | Elect Director Phillip C. Widman | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report Assessing Risks Related to Marketing Practices of Firearms | Shareholder | Against | Against |
| SWEETGREEN, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: SG
SECURITY ID: 87043Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Neil Blumenthal | Management | For | Withhold |
| 1.2 | Elect Director Julie Bornstein | Management | For | For |
| 1.3 | Elect Director Cliff Burrows | Management | For | For |
| 1.4 | Elect Director Nicolas Jammet | Management | For | For |
| 1.5 | Elect Director Valerie Jarrett | Management | For | For |
| 1.6 | Elect Director Youngme Moon | Management | For | For |
| 1.7 | Elect Director Jonathan Neman | Management | For | For |
| 1.8 | Elect Director Nathaniel Ru | Management | For | For |
| 1.9 | Elect Director Bradley Singer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TAPESTRY, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: TPR
SECURITY ID: 876030107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Johanna (Hanneke) Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TARGET CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: TGT
SECURITY ID: 87612E106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TARGET HOSPITALITY CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TH
SECURITY ID: 87615L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Martin L. Jimmerson | Management | For | For |
| 1.2 | Elect Director Pamela H. Patenaude | Management | For | For |
| 1.3 | Elect Director Jeff Sagansky | Management | For | Withhold |
| 1.4 | Elect Director James B. Archer | Management | For | For |
| 1.5 | Elect Director Joy Berry | Management | For | For |
| 1.6 | Elect Director Barbara J. Faulkenberry | Management | For | For |
| 1.7 | Elect Director Linda Medler | Management | For | For |
| 1.8 | Elect Director Stephen Robertson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMHC
SECURITY ID: 87724P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Lane | Management | For | For |
| 1b | Elect Director William H. Lyon | Management | For | For |
| 1c | Elect Director Anne L. Mariucci | Management | For | For |
| 1d | Elect Director David C. Merritt | Management | For | For |
| 1e | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1f | Elect Director Sheryl D. Palmer | Management | For | For |
| 1g | Elect Director Denise F. Warren | Management | For | For |
| 1h | Elect Director Christopher Yip | 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 |
| TEMPUR SEALY INTERNATIONAL, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TPX
SECURITY ID: 88023U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Simon John Dyer | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director John A. Heil | Management | For | For |
| 1e | Elect Director Meredith Siegfried Madden | Management | For | For |
| 1f | Elect Director Richard W. Neu | Management | For | For |
| 1g | Elect Director Scott L. Thompson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TERMINIX GLOBAL HOLDINGS, INC.
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: TMX
SECURITY ID: 88087E100
|
||||
| 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 |
| TESLA, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | Against |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | Against |
| 2 | Reduce Director Terms from Three to Two Years | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Adopt Proxy Access Right | Shareholder | Against | For |
| 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| 8 | Report on Racial and Gender Board Diversity | Shareholder | Against | Against |
| 9 | Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | For |
| 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Shareholder | Against | For |
| 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 12 | Report on Eradicating Child Labor in Battery Supply Chain | Shareholder | Against | Against |
| 13 | Report on Water Risk Exposure | Shareholder | Against | For |
| TESLA, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | For |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| TEXAS ROADHOUSE, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TXRH
SECURITY ID: 882681109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. Crawford | Management | For | For |
| 1.2 | Elect Director Donna E. Epps | Management | For | For |
| 1.3 | Elect Director Gregory N. Moore | Management | For | For |
| 1.4 | Elect Director Gerald L. Morgan | Management | For | For |
| 1.5 | Elect Director Curtis A. Warfield | Management | For | For |
| 1.6 | Elect Director Kathleen M. Widmer | Management | For | For |
| 1.7 | Elect Director James R. Zarley | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce GHG Emissions in Alignment with the Paris Agreement Goal | Shareholder | Against | Against |
| THE AARON'S COMPANY, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: AAN
SECURITY ID: 00258W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Walter G. Ehmer | Management | For | For |
| 1b | Elect Director Timothy A. Johnson | Management | For | For |
| 1c | Elect Director Marvonia P. Moore | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| THE BUCKLE, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: BKE
SECURITY ID: 118440106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel J. Hirschfeld | Management | For | For |
| 1.2 | Elect Director Dennis H. Nelson | Management | For | For |
| 1.3 | Elect Director Thomas B. Heacock | Management | For | For |
| 1.4 | Elect Director Kari G. Smith | Management | For | For |
| 1.5 | Elect Director Hank M. Bounds | Management | For | For |
| 1.6 | Elect Director Bill L. Fairfield | Management | For | For |
| 1.7 | Elect Director Bruce L. Hoberman | Management | For | For |
| 1.8 | Elect Director Michael E. Huss | Management | For | For |
| 1.9 | Elect Director Shruti S. Joshi | Management | For | For |
| 1.10 | Elect Director Angie J. Klein | Management | For | For |
| 1.11 | Elect Director John P. Peetz, III | Management | For | For |
| 1.12 | Elect Director Karen B. Rhoads | Management | For | Withhold |
| 1.13 | Elect Director James E. Shada | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Restricted Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| THE CHEESECAKE FACTORY INCORPORATED
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CAKE
SECURITY ID: 163072101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director David Overton | Management | For | For |
| 1B | Elect Director Edie A. Ames | Management | For | For |
| 1C | Elect Director Alexander L. Cappello | Management | For | For |
| 1D | Elect Director Khanh Collins | Management | For | For |
| 1E | Elect Director Adam S. Gordon | Management | For | For |
| 1F | Elect Director Jerome L. Kransdorf | Management | For | For |
| 1G | Elect Director Janice L. Meyer | Management | For | For |
| 1H | Elect Director Laurence B. Mindel | Management | For | For |
| 1I | Elect Director David B. Pittaway | Management | For | For |
| 1J | Elect Director Herbert Simon | 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 |
| THE CHILDREN'S PLACE, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: PLCE
SECURITY ID: 168905107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John E. Bachman | Management | For | For |
| 1.2 | Elect Director Marla Beck | Management | For | For |
| 1.3 | Elect Director Elizabeth J. Boland | Management | For | For |
| 1.4 | Elect Director Jane Elfers | Management | For | For |
| 1.5 | Elect Director John A. Frascotti | Management | For | For |
| 1.6 | Elect Director Tracey R. Griffin | Management | For | For |
| 1.7 | Elect Director Katherine Kountze | Management | For | For |
| 1.8 | Elect Director Norman Matthews | Management | For | For |
| 1.9 | Elect Director Wesley S. McDonald | Management | For | For |
| 1.10 | Elect Director Debby Reiner | Management | For | For |
| 1.11 | Elect Director Michael Shaffer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE CONTAINER STORE GROUP, INC.
MEETING DATE: AUG 31, 2022 |
||||
|
TICKER: TCS
SECURITY ID: 210751103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lisa Klinger | Management | For | For |
| 1.2 | Elect Director Satish Malhotra | Management | For | For |
| 1.3 | Elect Director Wendi Sturgis | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE GAP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: GPS
SECURITY ID: 364760108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard Dickson | Management | For | For |
| 1b | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1c | Elect Director Robert J. Fisher | Management | For | For |
| 1d | Elect Director William S. Fisher | Management | For | For |
| 1e | Elect Director Tracy Gardner | Management | For | For |
| 1f | Elect Director Kathryn Hall | Management | For | For |
| 1g | Elect Director Bob L. Martin | Management | For | For |
| 1h | Elect Director Amy Miles | Management | For | For |
| 1i | Elect Director Chris O'Neill | Management | For | For |
| 1j | Elect Director Mayo A. Shattuck, III | Management | For | For |
| 1k | Elect Director Tariq Shaukat | Management | For | For |
| 1l | Elect Director Salaam Coleman Smith | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| THE GOODYEAR TIRE & RUBBER COMPANY
MEETING DATE: APR 10, 2023 |
||||
|
TICKER: GT
SECURITY ID: 382550101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Norma B. Clayton | Management | For | For |
| 1b | Elect Director James A. Firestone | Management | For | For |
| 1c | Elect Director Werner Geissler | Management | For | For |
| 1d | Elect Director Laurette T. Koellner | Management | For | For |
| 1e | Elect Director Richard J. Kramer | Management | For | For |
| 1f | Elect Director Karla R. Lewis | Management | For | For |
| 1g | Elect Director Prashanth Mahendra-Rajah | Management | For | For |
| 1h | Elect Director John E. McGlade | Management | For | For |
| 1i | Elect Director Roderick A. Palmore | Management | For | For |
| 1j | Elect Director Hera K. Siu | Management | For | For |
| 1k | Elect Director Michael R. Wessel | Management | For | For |
| 1l | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE LOVESAC COMPANY
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: LOVE
SECURITY ID: 54738L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Grafer | Management | For | Withhold |
| 1.2 | Elect Director Andrew R. Heyer | Management | For | Withhold |
| 1.3 | Elect Director Jack A. Krause | Management | For | For |
| 1.4 | Elect Director Sharon M. Leite | Management | For | For |
| 1.5 | Elect Director Walter F. McLallen | Management | For | For |
| 1.6 | Elect Director Vineet Mehra | Management | For | For |
| 1.7 | Elect Director Shawn Nelson | Management | For | For |
| 1.8 | Elect Director Shirley Romig | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE ODP CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ODP
SECURITY ID: 88337F105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Quincy L. Allen | Management | For | For |
| 1b | Elect Director Kristin A. Campbell | Management | For | For |
| 1c | Elect Director Marcus B. Dunlop | Management | For | For |
| 1d | Elect Director Cynthia T. Jamison | Management | For | For |
| 1e | Elect Director Shashank Samant | Management | For | For |
| 1f | Elect Director Wendy L. Schoppert | Management | For | For |
| 1g | Elect Director Gerry P. Smith | Management | For | For |
| 1h | Elect Director David M. Szymanski | Management | For | For |
| 1i | Elect Director Joseph S. Vassalluzzo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE TJX COMPANIES, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TJX
SECURITY ID: 872540109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | Against |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE WENDY'S COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: WEN
SECURITY ID: 95058W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nelson Peltz | Management | For | For |
| 1.2 | Elect Director Peter W. May | Management | For | For |
| 1.3 | Elect Director Matthew H. Peltz | Management | For | For |
| 1.4 | Elect Director Michelle Caruso-Cabrera | Management | For | For |
| 1.5 | Elect Director Kristin A. Dolan | Management | For | For |
| 1.6 | Elect Director Kenneth W. Gilbert | Management | For | For |
| 1.7 | Elect Director Richard H. Gomez | Management | For | For |
| 1.8 | Elect Director Joseph A. Levato | Management | For | For |
| 1.9 | Elect Director Michelle "Mich" J. Mathews-Spradlin | Management | For | For |
| 1.10 | Elect Director Todd A. Penegor | Management | For | For |
| 1.11 | Elect Director Peter H. Rothschild | Management | For | For |
| 1.12 | Elect Director Arthur B. Winkleblack | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Proxy Access Right | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| THOR INDUSTRIES, INC.
MEETING DATE: DEC 16, 2022 |
||||
|
TICKER: THO
SECURITY ID: 885160101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Graves | Management | For | For |
| 1.2 | Elect Director Christina Hennington | Management | For | For |
| 1.3 | Elect Director Amelia A. Huntington | Management | For | For |
| 1.4 | Elect Director Laurel Hurd | Management | For | For |
| 1.5 | Elect Director Wilson Jones | Management | For | For |
| 1.6 | Elect Director William J. Kelley, Jr. | Management | For | For |
| 1.7 | Elect Director Christopher Klein | Management | For | For |
| 1.8 | Elect Director Robert W. Martin | Management | For | For |
| 1.9 | Elect Director Peter B. Orthwein | 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 |
| TOLL BROTHERS, INC.
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: TOL
SECURITY ID: 889478103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas C. Yearley, Jr. | Management | For | For |
| 1.2 | Elect Director Stephen F. East | Management | For | For |
| 1.3 | Elect Director Christine N. Garvey | Management | For | For |
| 1.4 | Elect Director Karen H. Grimes | Management | For | For |
| 1.5 | Elect Director Derek T. Kan | Management | For | For |
| 1.6 | Elect Director Carl B. Marbach | Management | For | For |
| 1.7 | Elect Director John A. McLean | Management | For | For |
| 1.8 | Elect Director Wendell E. Pritchett | Management | For | For |
| 1.9 | Elect Director Paul E. Shapiro | Management | For | For |
| 1.10 | Elect Director Scott D. Stowell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TOPBUILD CORP.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: BLD
SECURITY ID: 89055F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alec C. Covington | Management | For | For |
| 1b | Elect Director Ernesto Bautista, III | Management | For | For |
| 1c | Elect Director Robert M. Buck | Management | For | For |
| 1d | Elect Director Joseph S. Cantie | Management | For | For |
| 1e | Elect Director Tina M. Donikowski | Management | For | For |
| 1f | Elect Director Deirdre C. Drake | Management | For | For |
| 1g | Elect Director Mark A. Petrarca | Management | For | For |
| 1h | Elect Director Nancy M. Taylor | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TOPGOLF CALLAWAY BRANDS CORP.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: MODG
SECURITY ID: 131193104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Oliver G. (Chip) Brewer, III | Management | For | For |
| 1.2 | Elect Director Erik J Anderson | Management | For | For |
| 1.3 | Elect Director Laura J. Flanagan | Management | For | For |
| 1.4 | Elect Director Russell L. Fleischer | Management | For | For |
| 1.5 | Elect Director Bavan M. Holloway | Management | For | For |
| 1.6 | Elect Director John F. Lundgren | Management | For | For |
| 1.7 | Elect Director Scott M. Marimow | Management | For | For |
| 1.8 | Elect Director Adebayo O. Ogunlesi | Management | For | For |
| 1.9 | Elect Director Varsha R. Rao | Management | For | For |
| 1.10 | Elect Director Linda B. Segre | Management | For | For |
| 1.11 | Elect Director Anthony S. Thornley | Management | For | For |
| 1.12 | Elect Director C. Matthew Turney | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRACTOR SUPPLY COMPANY
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TSCO
SECURITY ID: 892356106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joy Brown | Management | For | For |
| 1.2 | Elect Director Ricardo Cardenas | Management | For | For |
| 1.3 | Elect Director Andre Hawaux | Management | For | For |
| 1.4 | Elect Director Denise L. Jackson | Management | For | For |
| 1.5 | Elect Director Ramkumar Krishnan | Management | For | For |
| 1.6 | Elect Director Edna K. Morris | Management | For | For |
| 1.7 | Elect Director Mark J. Weikel | Management | For | For |
| 1.8 | Elect Director Harry A. Lawton, III | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRAEGER, INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: COOK
SECURITY ID: 89269P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Eltrich | Management | For | For |
| 1b | Elect Director James Manges | Management | For | Withhold |
| 1c | Elect Director Steven Richman | Management | For | For |
| 1d | Elect Director Harjit Shoan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TRAVEL + LEISURE CO.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: TNL
SECURITY ID: 894164102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Louise F. Brady | Management | For | For |
| 1.2 | Elect Director Michael D. Brown | Management | For | For |
| 1.3 | Elect Director James E. Buckman | Management | For | For |
| 1.4 | Elect Director George Herrera | Management | For | For |
| 1.5 | Elect Director Stephen P. Holmes | Management | For | For |
| 1.6 | Elect Director Lucinda C. Martinez | Management | For | For |
| 1.7 | Elect Director Denny Marie Post | Management | For | For |
| 1.8 | Elect Director Ronald L. Rickles | Management | For | For |
| 1.9 | Elect Director Michael H. Wargotz | 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 |
| TRAVELCENTERS OF AMERICA INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: TA
SECURITY ID: 89421B109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| TRI POINTE HOMES, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: TPH
SECURITY ID: 87265H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas F. Bauer | Management | For | For |
| 1.2 | Elect Director Lawrence B. Burrows | Management | For | For |
| 1.3 | Elect Director Steven J. Gilbert | Management | For | For |
| 1.4 | Elect Director R. Kent Grahl | Management | For | For |
| 1.5 | Elect Director Vicki D. McWilliams | Management | For | For |
| 1.6 | Elect Director Constance B. Moore | 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 |
| ULTA BEAUTY, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ULTA
SECURITY ID: 90384S303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michelle L. Collins | Management | For | For |
| 1b | Elect Director Patricia A. Little | Management | For | For |
| 1c | Elect Director Heidi G. Petz | Management | For | For |
| 1d | Elect Director Michael C. Smith | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UPBOUND GROUP, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: UPBD
SECURITY ID: 76009N100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Brown | Management | For | For |
| 1b | Elect Director Mitchell Fadel | Management | For | For |
| 1c | Elect Director Christopher Hetrick | Management | For | For |
| 1d | Elect Director Harold Lewis | Management | For | For |
| 1e | Elect Director Glenn Marino | Management | For | For |
| 1f | Elect Director Carol McFate | Management | For | For |
| 1g | Elect Director Jen You | Management | 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 |
| URBAN OUTFITTERS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: URBN
SECURITY ID: 917047102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward N. Antoian | Management | For | For |
| 1.2 | Elect Director Kelly Campbell | Management | For | For |
| 1.3 | Elect Director Harry S. Cherken, Jr. | Management | For | For |
| 1.4 | Elect Director Mary C. Egan | Management | For | For |
| 1.5 | Elect Director Margaret A. Hayne | Management | For | For |
| 1.6 | Elect Director Richard A. Hayne | Management | For | For |
| 1.7 | Elect Director Amin N. Maredia | Management | For | For |
| 1.8 | Elect Director Wesley S. McDonald | Management | For | For |
| 1.9 | Elect Director Todd R. Morgenfeld | Management | For | For |
| 1.10 | Elect Director John C. Mulliken | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VAIL RESORTS, INC.
MEETING DATE: DEC 07, 2022 |
||||
|
TICKER: MTN
SECURITY ID: 91879Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Robert A. Katz | Management | For | For |
| 1c | Elect Director Kirsten A. Lynch | Management | For | For |
| 1d | Elect Director Nadia Rawlinson | Management | For | For |
| 1e | Elect Director John T. Redmond | Management | For | For |
| 1f | Elect Director Michele Romanow | Management | For | For |
| 1g | Elect Director Hilary A. Schneider | Management | For | For |
| 1h | Elect Director D. Bruce Sewell | Management | For | For |
| 1i | Elect Director John F. Sorte | Management | For | For |
| 1j | Elect Director Peter A. Vaughn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VF CORPORATION
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: VFC
SECURITY ID: 918204108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard T. Carucci | Management | For | For |
| 1.2 | Elect Director Alex Cho | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director Benno Dorer | Management | For | For |
| 1.5 | Elect Director Mark S. Hoplamazian | Management | For | For |
| 1.6 | Elect Director Laura W. Lang | Management | For | For |
| 1.7 | Elect Director W. Rodney McMullen | Management | For | For |
| 1.8 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.9 | Elect Director Steven E. Rendle | Management | For | For |
| 1.10 | Elect Director Carol L. Roberts | Management | For | For |
| 1.11 | Elect Director Matthew J. Shattock | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VICTORIA'S SECRET & CO.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: VSCO
SECURITY ID: 926400102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Irene Chang Britt | Management | For | For |
| 1.2 | Elect Director Sarah Davis | Management | For | For |
| 1.3 | Elect Director Jacqueline Hernandez | Management | For | For |
| 1.4 | Elect Director Donna James | Management | For | For |
| 1.5 | Elect Director Mariam Naficy | Management | For | For |
| 1.6 | Elect Director Lauren Peters | Management | For | For |
| 1.7 | Elect Director Anne Sheehan | Management | For | For |
| 1.8 | Elect Director Martin Waters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VINCO VENTURES, INC.
MEETING DATE: AUG 23, 2022 |
||||
|
TICKER: BBIG
SECURITY ID: 927330100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Increase Authorized Preferred Stock | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | Against |
| VISTA OUTDOOR INC.
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: VSTO
SECURITY ID: 928377100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Callahan | Management | For | For |
| 1b | Elect Director Christopher T. Metz | Management | For | For |
| 1c | Elect Director Gerard Gibbons | Management | For | For |
| 1d | Elect Director Mark A. Gottfredson | Management | For | For |
| 1e | Elect Director Bruce E. Grooms | Management | For | For |
| 1f | Elect Director Tig H. Krekel | Management | For | For |
| 1g | Elect Director Gary L. McArthur | Management | For | For |
| 1h | Elect Director Frances P. Philip | Management | For | For |
| 1i | Elect Director Michael D. Robinson | Management | For | For |
| 1j | Elect Director Robert M. Tarola | Management | For | For |
| 1k | Elect Director Lynn M. Utter | 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 |
| VISTEON CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: VC
SECURITY ID: 92839U206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. Barrese | Management | For | For |
| 1b | Elect Director Naomi M. Bergman | Management | For | For |
| 1c | Elect Director Jeffrey D. Jones | Management | For | For |
| 1d | Elect Director Bunsei Kure | Management | For | For |
| 1e | Elect Director Sachin S. Lawande | Management | For | For |
| 1f | Elect Director Joanne M. Maguire | Management | For | For |
| 1g | Elect Director Robert J. Manzo | Management | For | For |
| 1h | Elect Director Francis M. Scricco | Management | For | For |
| 1i | Elect Director David L. Treadwell | 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 |
| VOLTA INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: VLTA
SECURITY ID: 92873V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John J. Tough | Management | For | For |
| 1b | Elect Director Martin Lauber | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Remove References to Class B Common Stock | Management | For | For |
| VUZIX CORPORATION
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: VUZI
SECURITY ID: 92921W300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul Travers | Management | For | For |
| 1b | Elect Director Grant Russell | Management | For | For |
| 1c | Elect Director Edward Kay | Management | For | For |
| 1d | Elect Director Timothy Harned | Management | For | For |
| 1e | Elect Director Emily Nagle Green | Management | For | For |
| 1f | Elect Director Raj Rajgopal | Management | For | For |
| 1g | Elect Director Azita Arvani | Management | For | For |
| 2 | Ratify Freed Maxick CPAs, P.C. as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| WARBY PARKER INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: WRBY
SECURITY ID: 93403J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David (Dave) Gilboa | Management | For | For |
| 1.2 | Elect Director Youngme Moon | Management | For | For |
| 1.3 | Elect Director Ronald Williams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WAYFAIR INC.
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: W
SECURITY ID: 94419L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Omnibus Stock Plan | Management | For | Against |
| WAYFAIR INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: W
SECURITY ID: 94419L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Niraj Shah | Management | For | For |
| 1b | Elect Director Steven Conine | Management | For | For |
| 1c | Elect Director Michael Choe | Management | For | For |
| 1d | Elect Director Andrea Jung | Management | For | For |
| 1e | Elect Director Jeremy King | Management | For | For |
| 1f | Elect Director Michael Kumin | Management | For | Abstain |
| 1g | Elect Director Jeffrey Naylor | Management | For | For |
| 1h | Elect Director Anke Schaferkordt | Management | For | For |
| 1i | Elect Director Michael E. Sneed | 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 Omnibus Stock Plan | Management | For | Against |
| WHIRLPOOL CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: WHR
SECURITY ID: 963320106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Marc R. Bitzer | Management | For | For |
| 1c | Elect Director Greg Creed | Management | For | For |
| 1d | Elect Director Diane M. Dietz | Management | For | For |
| 1e | Elect Director Gerri T. Elliott | Management | For | For |
| 1f | Elect Director Jennifer A. LaClair | Management | For | For |
| 1g | Elect Director John D. Liu | Management | For | For |
| 1h | Elect Director James M. Loree | Management | For | For |
| 1i | Elect Director Harish Manwani | Management | For | For |
| 1j | Elect Director Patricia K. Poppe | Management | For | For |
| 1k | Elect Director Larry O. Spencer | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WILLIAMS-SONOMA, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: WSM
SECURITY ID: 969904101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laura Alber | Management | For | For |
| 1.2 | Elect Director Esi Eggleston Bracey | Management | For | For |
| 1.3 | Elect Director Scott Dahnke | Management | For | For |
| 1.4 | Elect Director Anne Finucane | Management | For | For |
| 1.5 | Elect Director Paula Pretlow | Management | For | For |
| 1.6 | Elect Director William Ready | Management | For | Against |
| 1.7 | Elect Director Frits van Paasschen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WINGSTOP INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: WING
SECURITY ID: 974155103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lynn Crump-Caine | Management | For | For |
| 1.2 | Elect Director Wesley S. McDonald | Management | For | For |
| 1.3 | Elect Director Anna (Ania) M. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WINMARK CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: WINA
SECURITY ID: 974250102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Eight | Management | For | For |
| 2.1 | Elect Director Brett D. Heffes | Management | For | For |
| 2.2 | Elect Director Lawrence A. Barbetta | Management | For | For |
| 2.3 | Elect Director Amy C. Becker | Management | For | For |
| 2.4 | Elect Director Jenele C. Grassle | Management | For | For |
| 2.5 | Elect Director Philip I. Smith | Management | For | For |
| 2.6 | Elect Director Gina D. Sprenger | Management | For | For |
| 2.7 | Elect Director Percy C. (Tom) Tomlinson, Jr. | Management | For | For |
| 2.8 | Elect Director Mark L. Wilson | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| WINNEBAGO INDUSTRIES, INC.
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: WGO
SECURITY ID: 974637100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin E. Bryant | Management | For | For |
| 1.2 | Elect Director Richard (Rick) D. Moss | Management | For | For |
| 1.3 | Elect Director John M. Murabito | 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 |
| WOLVERINE WORLD WIDE, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: WWW
SECURITY ID: 978097103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William K. Gerber | Management | For | For |
| 1b | Elect Director Nicholas T. Long | Management | For | For |
| 1c | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| WORKHORSE GROUP INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: WKHS
SECURITY ID: 98138J206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raymond J. Chess | Management | For | For |
| 1b | Elect Director Richard F. Dauch | Management | For | For |
| 1c | Elect Director Jacqueline A. Dedo | Management | For | For |
| 1d | Elect Director Pamela S. Mader | Management | For | For |
| 1e | Elect Director William G. Quigley, III | Management | For | For |
| 1f | Elect Director Austin Scott Miller | Management | For | For |
| 1g | Elect Director Brandon Torres Declet | Management | For | For |
| 1h | Elect Director Jean Botti | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| WYNDHAM HOTELS & RESORTS, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: WH
SECURITY ID: 98311A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. Holmes | Management | For | For |
| 1b | Elect Director Geoffrey A. Ballotti | Management | For | For |
| 1c | Elect Director Myra J. Biblowit | Management | For | For |
| 1d | Elect Director James E. Buckman | Management | For | For |
| 1e | Elect Director Bruce B. Churchill | Management | For | For |
| 1f | Elect Director Mukul V. Deoras | Management | For | For |
| 1g | Elect Director Ronald L. Nelson | Management | For | For |
| 1h | Elect Director Pauline D.E. Richards | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation To Provide for Exculpation of Certain Officers | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WYNN RESORTS, LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: WYNN
SECURITY ID: 983134107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Byrne | Management | For | For |
| 1.2 | Elect Director Patricia Mulroy | Management | For | For |
| 1.3 | Elect Director Philip G. Satre | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| XOMETRY, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: XMTR
SECURITY ID: 98423F109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George Hornig | Management | For | For |
| 1.2 | Elect Director Fabio Rosati | Management | For | For |
| 1.3 | Elect Director Katharine Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| XPEL, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: XPEL
SECURITY ID: 98379L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ryan L. Pape | Management | For | For |
| 1.2 | Elect Director Mark E. Adams | Management | For | For |
| 1.3 | Elect Director Stacy L. Bogart | Management | For | For |
| 1.4 | Elect Director Richard K. Crumly | Management | For | For |
| 1.5 | Elect Director Michael A. Klonne | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| XPONENTIAL FITNESS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: XPOF
SECURITY ID: 98422X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chelsea A. Grayson | Management | For | Withhold |
| 1b | Elect Director Jair Clarke | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| YETI HOLDINGS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: YETI
SECURITY ID: 98585X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary Lou Kelley | Management | For | For |
| 1.2 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.3 | Elect Director Robert K. Shearer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| YUM! BRANDS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: YUM
SECURITY ID: 988498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZUMIEZ INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: ZUMZ
SECURITY ID: 989817101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas D. Campion | Management | For | For |
| 1b | Elect Director Liliana Gil Valletta | Management | For | For |
| 1c | Elect Director Carmen R. Bauza | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Moss Adams LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI CONSUMER STAPLES INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ALTRIA GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MO
SECURITY ID: 02209S103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| ARCHER-DANIELS-MIDLAND COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ADM
SECURITY ID: 039483102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael S. Burke | Management | For | For |
| 1b | Elect Director Theodore Colbert | Management | For | For |
| 1c | Elect Director James C. Collins, Jr. | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Ellen de Brabander | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Juan R. Luciano | Management | For | For |
| 1h | Elect Director Patrick J. Moore | Management | For | For |
| 1i | Elect Director Debra A. Sandler | Management | For | For |
| 1j | Elect Director Lei Z. Schlitz | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| B&G FOODS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: BGS
SECURITY ID: 05508R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director DeAnn L. Brunts | Management | For | For |
| 1.2 | Elect Director Debra Martin Chase | Management | For | For |
| 1.3 | Elect Director Kenneth C. "Casey" Keller | Management | For | For |
| 1.4 | Elect Director Charles F. Marcy | Management | For | For |
| 1.5 | Elect Director Robert D. Mills | Management | For | For |
| 1.6 | Elect Director Dennis M. Mullen | Management | For | For |
| 1.7 | Elect Director Cheryl M. Palmer | Management | For | For |
| 1.8 | Elect Director Alfred Poe | Management | For | For |
| 1.9 | Elect Director Stephen C. Sherrill | Management | For | For |
| 1.10 | Elect Director David L. Wenner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| BELLRING BRANDS, INC.
MEETING DATE: FEB 06, 2023 |
||||
|
TICKER: BRBR
SECURITY ID: 07831C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darcy H. Davenport | Management | For | For |
| 1.2 | Elect Director Elliot H. Stein, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BEYOND MEAT, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: BYND
SECURITY ID: 08862E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Seth Goldman | Management | For | Withhold |
| 1.2 | Elect Director C. James Koch | Management | For | For |
| 1.3 | Elect Director Kathy N. Waller | 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 |
| BJ'S WHOLESALE CLUB HOLDINGS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: BJ
SECURITY ID: 05550J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Baldwin | Management | For | For |
| 1.2 | Elect Director Darryl Brown | Management | For | For |
| 1.3 | Elect Director Bob Eddy | Management | For | For |
| 1.4 | Elect Director Michelle Gloeckler | Management | For | For |
| 1.5 | Elect Director Maile Naylor (nee Clark) | Management | For | For |
| 1.6 | Elect Director Ken Parent | Management | For | For |
| 1.7 | Elect Director Chris Peterson | Management | For | For |
| 1.8 | Elect Director Rob Steele | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BRC INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: BRCC
SECURITY ID: 05601U105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathryn Dickson | Management | For | For |
| 1.2 | Elect Director Roland Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BUNGE LIMITED
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: BG
SECURITY ID: G16962105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eliane Aleixo Lustosa de Andrade | Management | For | For |
| 1b | Elect Director Sheila Bair | Management | For | For |
| 1c | Elect Director Carol Browner | Management | For | For |
| 1d | Elect Director David Fransen *Withdrawn* | Management | None | None |
| 1e | Elect Director Gregory Heckman | Management | For | For |
| 1f | Elect Director Bernardo Hees | Management | For | For |
| 1g | Elect Director Michael Kobori | Management | For | For |
| 1h | Elect Director Monica McGurk | Management | For | For |
| 1i | Elect Director Kenneth Simril | Management | For | For |
| 1j | Elect Director Henry "Jay" Winship | Management | For | For |
| 1k | Elect Director Mark Zenuk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| CAL-MAINE FOODS, INC.
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: CALM
SECURITY ID: 128030202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Adolphus B. Baker | Management | For | For |
| 1.2 | Elect Director Max P. Bowman | Management | For | For |
| 1.3 | Elect Director Letitia C. Hughes | Management | For | For |
| 1.4 | Elect Director Sherman L. Miller | Management | For | For |
| 1.5 | Elect Director James E. Poole | Management | For | For |
| 1.6 | Elect Director Steve W. Sanders | Management | For | For |
| 1.7 | Elect Director Camille S. Young | Management | For | For |
| 2 | Ratify Frost, PLLC as Auditors | Management | For | For |
| CALAVO GROWERS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CVGW
SECURITY ID: 128246105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Farha Aslam | Management | For | For |
| 1.2 | Elect Director Marc L. Brown | Management | For | For |
| 1.3 | Elect Director Michael A. DiGregorio | Management | For | For |
| 1.4 | Elect Director James Helin | Management | For | For |
| 1.5 | Elect Director Steven Hollister | Management | For | For |
| 1.6 | Elect Director Kathleen M. Holmgren | Management | For | For |
| 1.7 | Elect Director Brian Kocher *Withdrawn* | Management | None | None |
| 1.8 | Elect Director J. Link Leavens | Management | For | For |
| 1.9 | Elect Director Adriana Mendizabal | 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 |
| CAMPBELL SOUP COMPANY
MEETING DATE: NOV 30, 2022 |
||||
|
TICKER: CPB
SECURITY ID: 134429109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fabiola R. Arredondo | Management | For | For |
| 1.2 | Elect Director Howard M. Averill | Management | For | For |
| 1.3 | Elect Director John P. (JP) Bilbrey | Management | For | For |
| 1.4 | Elect Director Mark A. Clouse | Management | For | For |
| 1.5 | Elect Director Bennett Dorrance, Jr. | Management | For | For |
| 1.6 | Elect Director Maria Teresa (Tessa) Hilado | Management | For | For |
| 1.7 | Elect Director Grant H. Hill | Management | For | For |
| 1.8 | Elect Director Sarah Hofstetter | Management | For | For |
| 1.9 | Elect Director Marc B. Lautenbach | Management | For | For |
| 1.10 | Elect Director Mary Alice Dorrance Malone | Management | For | For |
| 1.11 | Elect Director Keith R. McLoughlin | Management | For | For |
| 1.12 | Elect Director Kurt T. Schmidt | Management | For | For |
| 1.13 | Elect Director Archbold D. van Beuren | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Report on Supply Chain Practices | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| CASEY'S GENERAL STORES, INC.
MEETING DATE: AUG 30, 2022 |
||||
|
TICKER: CASY
SECURITY ID: 147528103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director H. Lynn Horak | Management | For | For |
| 1b | Elect Director Diane C. Bridgewater | Management | For | For |
| 1c | Elect Director Sri Donthi | Management | For | For |
| 1d | Elect Director Donald E. Frieson | Management | For | For |
| 1e | Elect Director Cara K. Heiden | Management | For | For |
| 1f | Elect Director David K. Lenhardt | Management | For | For |
| 1g | Elect Director Darren M. Rebelez | Management | For | For |
| 1h | Elect Director Larree M. Renda | Management | For | For |
| 1i | Elect Director Judy A. Schmeling | Management | For | For |
| 1j | Elect Director Gregory A. Trojan | Management | For | For |
| 1k | Elect Director Allison M. Wing | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CELSIUS HOLDINGS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CELH
SECURITY ID: 15118V207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Fieldly | Management | For | For |
| 1.2 | Elect Director Nicholas Castaldo | Management | For | For |
| 1.3 | Elect Director Caroline Levy | Management | For | For |
| 1.4 | Elect Director Hal Kravitz | Management | For | For |
| 1.5 | Elect Director Alexandre Ruberti | Management | For | For |
| 1.6 | Elect Director Cheryl S. Miller | Management | For | For |
| 1.7 | Elect Director Damon DeSantis | Management | For | For |
| 1.8 | Elect Director Joyce Russell | Management | For | For |
| 1.9 | Elect Director James Lee | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| CENTRAL GARDEN & PET COMPANY
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: CENT
SECURITY ID: 153527106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William E. Brown | Management | For | For |
| 1.2 | Elect Director Courtnee Chun | Management | For | For |
| 1.3 | Elect Director Timothy P. Cofer | Management | For | For |
| 1.4 | Elect Director Lisa Coleman | Management | For | For |
| 1.5 | Elect Director Brendan P. Dougher | Management | For | For |
| 1.6 | Elect Director Michael J. Griffith | Management | For | For |
| 1.7 | Elect Director Christopher T. Metz | Management | For | For |
| 1.8 | Elect Director Daniel P. Myers | Management | For | For |
| 1.9 | Elect Director Brooks M. Pennington, III | Management | For | For |
| 1.10 | Elect Director John R. Ranelli | Management | For | For |
| 1.11 | Elect Director Mary Beth Springer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CHURCH & DWIGHT CO., INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CHD
SECURITY ID: 171340102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradlen S. Cashaw | Management | For | For |
| 1b | Elect Director Matthew T. Farrell | Management | For | For |
| 1c | Elect Director Bradley C. Irwin | Management | For | For |
| 1d | Elect Director Penry W. Price | Management | For | For |
| 1e | Elect Director Susan G. Saideman | Management | For | For |
| 1f | Elect Director Ravichandra K. Saligram | Management | For | For |
| 1g | Elect Director Robert K. Shearer | Management | For | For |
| 1h | Elect Director Janet S. Vergis | Management | For | For |
| 1i | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1j | Elect Director Laurie J. Yoler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| COCA-COLA CONSOLIDATED, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: COKE
SECURITY ID: 191098102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Frank Harrison, III | Management | For | For |
| 1.2 | Elect Director Elaine Bowers Coventry | Management | For | For |
| 1.3 | Elect Director Sharon A. Decker | Management | For | For |
| 1.4 | Elect Director Morgan H. Everett | Management | For | For |
| 1.5 | Elect Director James R. Helvey, III | Management | For | For |
| 1.6 | Elect Director William H. Jones | Management | For | For |
| 1.7 | Elect Director Umesh M. Kasbekar | Management | For | For |
| 1.8 | Elect Director David M. Katz | Management | For | For |
| 1.9 | Elect Director James H. Morgan | Management | For | For |
| 1.10 | Elect Director Dennis A. Wicker | Management | For | For |
| 1.11 | Elect Director Richard T. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Senior Officers | Management | For | For |
| COLGATE-PALMOLIVE COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: CL
SECURITY ID: 194162103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Steve Cahillane | Management | For | For |
| 1d | Elect Director Lisa M. Edwards | Management | For | For |
| 1e | Elect Director C. Martin Harris | Management | For | For |
| 1f | Elect Director Martina Hund-Mejean | Management | For | For |
| 1g | Elect Director Kimberly A. Nelson | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Michael B. Polk | Management | For | For |
| 1j | Elect Director Stephen I. Sadove | Management | For | For |
| 1k | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| CONAGRA BRANDS, INC.
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: CAG
SECURITY ID: 205887102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director George Dowdie | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director Melissa Lora | Management | For | For |
| 1i | Elect Director Ruth Ann Marshall | Management | For | For |
| 1j | Elect Director Denise A. Paulonis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| CONSTELLATION BRANDS, INC.
MEETING DATE: JUL 19, 2022 |
||||
|
TICKER: STZ
SECURITY ID: 21036P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer M. Daniels | Management | For | For |
| 1.2 | Elect Director Jeremy S. G. Fowden | Management | For | Withhold |
| 1.3 | Elect Director Jose Manuel Madero Garza | Management | For | For |
| 1.4 | Elect Director Daniel J. McCarthy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONSTELLATION BRANDS, INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: STZ
SECURITY ID: 21036P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| COSTCO WHOLESALE CORPORATION
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: COST
SECURITY ID: 22160K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| COTY INC.
MEETING DATE: NOV 03, 2022 |
||||
|
TICKER: COTY
SECURITY ID: 222070203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beatrice Ballini | Management | For | Withhold |
| 1.2 | Elect Director Joachim Creus | Management | For | For |
| 1.3 | Elect Director Olivier Goudet | Management | For | For |
| 1.4 | Elect Director Peter Harf | Management | For | For |
| 1.5 | Elect Director Johannes P. Huth | Management | For | For |
| 1.6 | Elect Director Maria Ausuncion Aramburuzabala Larregui | Management | For | For |
| 1.7 | Elect Director Anna Adeola Makanju | Management | For | For |
| 1.8 | Elect Director Sue Y. Nabi | Management | For | For |
| 1.9 | Elect Director Isabelle Parize | Management | For | For |
| 1.10 | Elect Director Erhard Schoewel | Management | For | Withhold |
| 1.11 | Elect Director Robert Singer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DARLING INGREDIENTS INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: DAR
SECURITY ID: 237266101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Randall C. Stuewe | Management | For | For |
| 1b | Elect Director Charles Adair | Management | For | For |
| 1c | Elect Director Beth Albright | Management | For | For |
| 1d | Elect Director Larry A. Barden | Management | For | For |
| 1e | Elect Director Celeste A. Clark | Management | For | For |
| 1f | Elect Director Linda Goodspeed | Management | For | For |
| 1g | Elect Director Enderson Guimaraes | Management | For | For |
| 1h | Elect Director Gary W. Mize | Management | For | For |
| 1i | Elect Director Michael E. Rescoe | Management | For | For |
| 1j | Elect Director Kurt Stoffel | 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 |
| E.L.F. BEAUTY, INC.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: ELF
SECURITY ID: 26856L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tarang Amin | Management | For | For |
| 1.2 | Elect Director Tiffany Daniele | Management | For | For |
| 1.3 | Elect Director Lori Keith | Management | For | For |
| 1.4 | Elect Director Beth Pritchard | 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 |
| EDGEWELL PERSONAL CARE COMPANY
MEETING DATE: FEB 03, 2023 |
||||
|
TICKER: EPC
SECURITY ID: 28035Q102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert W. Black | Management | For | For |
| 1b | Elect Director George R. Corbin | Management | For | For |
| 1c | Elect Director Carla C. Hendra | Management | For | For |
| 1d | Elect Director John C. Hunter, III | Management | For | For |
| 1e | Elect Director James C. Johnson | Management | For | For |
| 1f | Elect Director Rod R. Little | Management | For | For |
| 1g | Elect Director Joseph D. O'Leary | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Swan Sit | Management | For | For |
| 1j | Elect Director Gary K. Waring | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ENERGIZER HOLDINGS, INC.
MEETING DATE: JAN 30, 2023 |
||||
|
TICKER: ENR
SECURITY ID: 29272W109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carlos Abrams-Rivera | Management | For | For |
| 1b | Elect Director Cynthia J. Brinkley | Management | For | For |
| 1c | Elect Director Rebecca D. Frankiewicz | Management | For | For |
| 1d | Elect Director Kevin J. Hunt | Management | For | For |
| 1e | Elect Director James C. Johnson | Management | For | For |
| 1f | Elect Director Mark S. LaVigne | Management | For | For |
| 1g | Elect Director Patrick J. Moore | Management | For | For |
| 1h | Elect Director Donal L. Mulligan | Management | For | For |
| 1i | Elect Director Nneka L. Rimmer | Management | For | For |
| 1j | Elect Director Robert V. Vitale | Management | For | Against |
| 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 |
| FLOWERS FOODS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: FLO
SECURITY ID: 343498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George E. Deese | Management | For | For |
| 1b | Elect Director Edward J. Casey, Jr. | Management | For | For |
| 1c | Elect Director Thomas C. Chubb, III | Management | For | For |
| 1d | Elect Director Rhonda Gass | Management | For | For |
| 1e | Elect Director Margaret G. Lewis | Management | For | For |
| 1f | Elect Director W. Jameson McFadden | Management | For | For |
| 1g | Elect Director A. Ryals McMullian | Management | For | For |
| 1h | Elect Director James T. Spear | Management | For | For |
| 1i | Elect Director Melvin T. Stith | Management | For | For |
| 1j | Elect Director Terry S. Thomas | Management | For | For |
| 1k | Elect Director C. Martin Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FRESH DEL MONTE PRODUCE INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: FDP
SECURITY ID: G36738105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Berthelot | Management | For | For |
| 1.2 | Elect Director Lori Tauber Marcus | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FRESHPET, INC.
MEETING DATE: OCT 03, 2022 |
||||
|
TICKER: FRPT
SECURITY ID: 358039105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. David Basto | Management | For | For |
| 1b | Elect Director Lawrence S. Coben | Management | For | For |
| 1c | Elect Director Walter N. George, III | Management | For | For |
| 1d | Elect Director Craig D. Steeneck | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| GENERAL MILLS, INC.
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: GIS
SECURITY ID: 370334104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Kerry Clark | Management | For | For |
| 1b | Elect Director David M. Cordani | Management | For | For |
| 1c | Elect Director C. Kim Goodwin | Management | For | For |
| 1d | Elect Director Jeffrey L. Harmening | Management | For | For |
| 1e | Elect Director Maria G. Henry | Management | For | For |
| 1f | Elect Director Jo Ann Jenkins | Management | For | For |
| 1g | Elect Director Elizabeth C. Lempres | Management | For | For |
| 1h | Elect Director Diane L. Neal | Management | For | For |
| 1i | Elect Director Steve Odland | Management | For | For |
| 1j | Elect Director Maria A. Sastre | Management | For | For |
| 1k | Elect Director Eric D. Sprunk | Management | For | For |
| 1l | Elect Director Jorge A. Uribe | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Absolute Plastic Packaging Use Reduction | Shareholder | Against | Against |
| GROCERY OUTLET HOLDING CORP.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: GO
SECURITY ID: 39874R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth W. Alterman | Management | For | For |
| 1b | Elect Director John (Jeb) E. Bachman | Management | For | For |
| 1c | Elect Director Thomas F. Herman | Management | For | For |
| 1d | Elect Director Erik D. Ragatz | 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 |
| HERBALIFE NUTRITION LTD.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: HLF
SECURITY ID: G4412G101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael O. Johnson | Management | For | For |
| 1.2 | Elect Director Richard H. Carmona | Management | For | For |
| 1.3 | Elect Director Celine Del Genes | Management | For | For |
| 1.4 | Elect Director Stephan Paulo Gratziani | Management | For | For |
| 1.5 | Elect Director Kevin M. Jones | Management | For | For |
| 1.6 | Elect Director Sophie L'Helias | Management | For | For |
| 1.7 | Elect Director Alan W. LeFevre | Management | For | For |
| 1.8 | Elect Director Juan Miguel Mendoza | Management | For | For |
| 1.9 | Elect Director Don Mulligan | Management | For | For |
| 1.10 | Elect Director Maria Otero | 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 | Change Company Name to Herbalife Ltd. | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HORMEL FOODS CORPORATION
MEETING DATE: JAN 31, 2023 |
||||
|
TICKER: HRL
SECURITY ID: 440452100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Prama Bhatt | Management | For | For |
| 1b | Elect Director Gary C. Bhojwani | Management | For | Against |
| 1c | Elect Director Stephen M. Lacy | Management | For | For |
| 1d | Elect Director Elsa A. Murano | Management | For | For |
| 1e | Elect Director Susan K. Nestegard | Management | For | For |
| 1f | Elect Director William A. Newlands | Management | For | For |
| 1g | Elect Director Christopher J. Policinski | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Sally J. Smith | Management | For | For |
| 1j | Elect Director James P. Snee | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| HOSTESS BRANDS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TWNK
SECURITY ID: 44109J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerry D. Kaminski | Management | For | For |
| 1.2 | Elect Director Andrew P. Callahan | Management | For | For |
| 1.3 | Elect Director Olu Beck | Management | For | For |
| 1.4 | Elect Director Laurence Bodner | Management | For | For |
| 1.5 | Elect Director Gretchen R. Crist | Management | For | For |
| 1.6 | Elect Director Rachel P. Cullen | Management | For | For |
| 1.7 | Elect Director Hugh G. Dineen | Management | For | For |
| 1.8 | Elect Director Ioannis Skoufalos | Management | For | For |
| 1.9 | Elect Director Craig D. Steeneck | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| INGLES MARKETS, INCORPORATED
MEETING DATE: FEB 14, 2023 |
||||
|
TICKER: IMKTA
SECURITY ID: 457030104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ernest E. Ferguson | Management | For | For |
| 1.2 | Elect Director John R. Lowden | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| INGREDION INCORPORATED
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: INGR
SECURITY ID: 457187102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David B. Fischer | Management | For | For |
| 1b | Elect Director Paul Hanrahan | Management | For | For |
| 1c | Elect Director Rhonda L. Jordan | Management | For | For |
| 1d | Elect Director Gregory B. Kenny | Management | For | For |
| 1e | Elect Director Charles V. Magro | Management | For | For |
| 1f | Elect Director Victoria J. Reich | Management | For | For |
| 1g | Elect Director Catherine A. Suever | Management | For | For |
| 1h | Elect Director Stephan B. Tanda | Management | For | For |
| 1i | Elect Director Jorge A. Uribe | Management | For | For |
| 1j | Elect Director Patricia Verduin | Management | For | For |
| 1k | Elect Director Dwayne A. Wilson | Management | For | For |
| 1l | Elect Director James P. Zallie | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| INTER PARFUMS, INC.
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: IPAR
SECURITY ID: 458334109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jean Madar | Management | For | For |
| 1.2 | Elect Director Philippe Benacin | Management | For | For |
| 1.3 | Elect Director Philippe Santi | Management | For | For |
| 1.4 | Elect Director Francois Heilbronn | Management | For | Withhold |
| 1.5 | Elect Director Robert Bensoussan | Management | For | For |
| 1.6 | Elect Director Patrick Choel | Management | For | Withhold |
| 1.7 | Elect Director Michel Dyens | Management | For | For |
| 1.8 | Elect Director Veronique Gabai-Pinsky | Management | For | For |
| 1.9 | Elect Director Gilbert Harrison | Management | For | For |
| 1.10 | Elect Director Michel Atwood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Stock Option Plan | Management | For | For |
| J&J SNACK FOODS CORP.
MEETING DATE: FEB 14, 2023 |
||||
|
TICKER: JJSF
SECURITY ID: 466032109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sidney R. Brown | Management | For | For |
| 1.2 | Elect Director Roy C. Jackson | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| JOHN B. SANFILIPPO & SON, INC.
MEETING DATE: NOV 03, 2022 |
||||
|
TICKER: JBSS
SECURITY ID: 800422107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela Forbes Lieberman | Management | For | For |
| 1.2 | Elect Director Mercedes Romero | Management | For | For |
| 1.3 | Elect Director Ellen C. Taaffe | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KELLOGG COMPANY
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: K
SECURITY ID: 487836108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephanie A. Burns | Management | For | For |
| 1b | Elect Director Steve Cahillane | Management | For | For |
| 1c | Elect Director La June Montgomery Tabron | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Civil Rights, Non-Discrimination and Returns to Merit Audit | Shareholder | Against | Against |
| 6 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| KEURIG DR PEPPER INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: KDP
SECURITY ID: 49271V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KIMBERLY-CLARK CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KMB
SECURITY ID: 494368103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Michael D. Hsu | Management | For | For |
| 1.4 | Elect Director Mae C. Jemison | Management | For | For |
| 1.5 | Elect Director S. Todd Maclin | Management | For | For |
| 1.6 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.7 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.8 | Elect Director Christa S. Quarles | Management | For | For |
| 1.9 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.10 | Elect Director Dunia A. Shive | Management | For | For |
| 1.11 | Elect Director Mark T. Smucker | Management | For | For |
| 1.12 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LAMB WESTON HOLDINGS, INC.
MEETING DATE: SEP 29, 2022 |
||||
|
TICKER: LW
SECURITY ID: 513272104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Charles A. Blixt | Management | For | For |
| 1c | Elect Director Robert J. Coviello | Management | For | For |
| 1d | Elect Director Andre J. Hawaux | Management | For | For |
| 1e | Elect Director W.G. Jurgensen | Management | For | For |
| 1f | Elect Director Thomas P. Maurer | Management | For | For |
| 1g | Elect Director Hala G. Moddelmog | Management | For | For |
| 1h | Elect Director Robert A. Niblock | Management | For | For |
| 1i | Elect Director Maria Renna Sharpe | Management | For | For |
| 1j | Elect Director Thomas P. Werner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| LANCASTER COLONY CORPORATION
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: LANC
SECURITY ID: 513847103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara L. Brasier | Management | For | For |
| 1.2 | Elect Director David A. Ciesinski | Management | For | For |
| 1.3 | Elect Director Elliot K. Fullen | Management | For | For |
| 1.4 | Elect Director Alan F. Harris | 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 |
| MEDIFAST, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: MED
SECURITY ID: 58470H101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey J. Brown | Management | For | For |
| 1.2 | Elect Director Daniel R. Chard | Management | For | For |
| 1.3 | Elect Director Elizabeth A. Geary | Management | For | For |
| 1.4 | Elect Director Michael A. Hoer | Management | For | For |
| 1.5 | Elect Director Scott Schlackman | Management | For | For |
| 1.6 | Elect Director Andrea B. Thomas | Management | For | For |
| 1.7 | Elect Director Ming Xian | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MGP INGREDIENTS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MGPI
SECURITY ID: 55303J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Gerke | Management | For | For |
| 1b | Elect Director Donn Lux | Management | For | For |
| 1c | Elect Director Kevin S. Rauckman | Management | For | For |
| 1d | Elect Director Todd B. Siwak | 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 |
| MISSION PRODUCE, INC.
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: AVO
SECURITY ID: 60510V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen J. Barnard | Management | For | For |
| 1.2 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.3 | Elect Director Linda B. Segre | 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 |
| MOLSON COORS BEVERAGE COMPANY
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: TAP
SECURITY ID: 60871R209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roger G. Eaton | Management | For | For |
| 1.2 | Elect Director Charles M. Herington | Management | For | For |
| 1.3 | Elect Director H. Sanford Riley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MONDELEZ INTERNATIONAL, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: MDLZ
SECURITY ID: 609207105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Jorge S. Mesquita | Management | For | For |
| 1e | Elect Director Anindita Mukherjee | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Michael A. Todman | Management | For | For |
| 1i | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 7 | Report on Targets to Eradicate Child Labor in Cocoa Supply Chain | Shareholder | Against | Against |
| MONSTER BEVERAGE CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: MNST
SECURITY ID: 61174X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney C. Sacks | Management | For | For |
| 1.2 | Elect Director Hilton H. Schlosberg | Management | For | For |
| 1.3 | Elect Director Mark J. Hall | Management | For | For |
| 1.4 | Elect Director Ana Demel | Management | For | For |
| 1.5 | Elect Director James L. Dinkins | Management | For | For |
| 1.6 | Elect Director Gary P. Fayard | Management | For | For |
| 1.7 | Elect Director Tiffany M. Hall | Management | For | For |
| 1.8 | Elect Director Jeanne P. Jackson | Management | For | For |
| 1.9 | Elect Director Steven G. Pizula | Management | For | For |
| 1.10 | Elect Director Mark S. Vidergauz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| NATIONAL BEVERAGE CORP.
MEETING DATE: OCT 07, 2022 |
||||
|
TICKER: FIZZ
SECURITY ID: 635017106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cecil D. Conlee | Management | For | For |
| 1b | Elect Director Stanley M. Sheridan | Management | For | Withhold |
| NU SKIN ENTERPRISES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: NUS
SECURITY ID: 67018T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emma S. Battle | Management | For | For |
| 1b | Elect Director Daniel W. Campbell | Management | For | For |
| 1c | Elect Director Andrew D. Lipman | Management | For | For |
| 1d | Elect Director Steven J. Lund | Management | For | For |
| 1e | Elect Director Ryan S. Napierski | Management | For | For |
| 1f | Elect Director Laura Nathanson | Management | For | For |
| 1g | Elect Director Thomas R. Pisano | Management | For | For |
| 1h | Elect Director Zheqing (Simon) Shen | Management | For | For |
| 1i | Elect Director Edwina D. Woodbury | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PEPSICO, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PEP
SECURITY ID: 713448108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Jennifer Bailey | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Susan M. Diamond | Management | For | For |
| 1g | Elect Director Dina Dublon | Management | For | For |
| 1h | Elect Director Michelle Gass | Management | For | For |
| 1i | Elect Director Ramon L. Laguarta | Management | For | For |
| 1j | Elect Director Dave J. Lewis | Management | For | For |
| 1k | Elect Director David C. Page | Management | For | For |
| 1l | Elect Director Robert C. Pohlad | Management | For | For |
| 1m | Elect Director Daniel Vasella | Management | For | For |
| 1n | Elect Director Darren Walker | Management | For | For |
| 1o | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 8 | Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Against | Against |
| PERFORMANCE FOOD GROUP COMPANY
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: PFGC
SECURITY ID: 71377A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George L. Holm | Management | For | For |
| 1b | Elect Director Manuel A. Fernandez | Management | For | For |
| 1c | Elect Director Barbara J. Beck | Management | For | For |
| 1d | Elect Director William F. Dawson, Jr. | Management | For | For |
| 1e | Elect Director Laura Flanagan | Management | For | For |
| 1f | Elect Director Matthew C. Flanigan | Management | For | For |
| 1g | Elect Director Kimberly S. Grant | Management | For | For |
| 1h | Elect Director Jeffrey M. Overly | Management | For | For |
| 1i | Elect Director David V. Singer | Management | For | For |
| 1j | Elect Director Randall N. Spratt | Management | For | For |
| 1k | Elect Director Warren M. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PM
SECURITY ID: 718172109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| PILGRIM'S PRIDE CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: PPC
SECURITY ID: 72147K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gilberto Tomazoni | Management | For | Withhold |
| 1b | Elect Director Wesley Mendonca Batista Filho | Management | For | For |
| 1c | Elect Director Andre Nogueira de Souza | Management | For | For |
| 1d | Elect Director Farha Aslam | Management | For | For |
| 1e | Elect Director Joanita Karoleski | Management | For | For |
| 1f | Elect Director Raul Padilla | Management | For | For |
| 2a | Elect Director Wallim Cruz de Vasconcellos Junior | Management | For | For |
| 2b | Elect Director Arquimedes A. Celis | Management | For | For |
| 2c | Elect Director Ajay Menon | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Amend Certificate of Incorporation Re: Composition of the Board of Directors | Management | For | For |
| 7 | Report on Efforts to Eliminate Deforestation in Supply Chain | Shareholder | Against | Against |
| POST HOLDINGS, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: POST
SECURITY ID: 737446104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dorothy M. Burwell | Management | For | For |
| 1.2 | Elect Director Robert E. Grote | Management | For | For |
| 1.3 | Elect Director David W. Kemper | Management | For | For |
| 1.4 | Elect Director Robert V. Vitale | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PRICESMART, INC.
MEETING DATE: FEB 03, 2023 |
||||
|
TICKER: PSMT
SECURITY ID: 741511109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherry S. Bahrambeygui | Management | For | For |
| 1.2 | Elect Director Jeffrey Fisher | Management | For | For |
| 1.3 | Elect Director Gordon H. Hanson | Management | For | For |
| 1.4 | Elect Director Beatriz V. Infante | Management | For | For |
| 1.5 | Elect Director Leon C. Janks | Management | For | For |
| 1.6 | Elect Director Patricia Marquez | Management | For | For |
| 1.7 | Elect Director David Price | Management | For | For |
| 1.8 | Elect Director Robert E. Price | Management | For | For |
| 1.9 | Elect Director David R. Snyder | Management | For | Withhold |
| 1.10 | Elect Director Edgar Zurcher | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| REYNOLDS CONSUMER PRODUCTS INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: REYN
SECURITY ID: 76171L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marla Gottschalk | Management | For | For |
| 1b | Elect Director Lance Mitchell | Management | For | For |
| 1c | Elect Director Richard Noll | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RITE AID CORPORATION
MEETING DATE: JUL 27, 2022 |
||||
|
TICKER: RAD
SECURITY ID: 767754872
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce G. Bodaken | Management | For | For |
| 1.2 | Elect Director Elizabeth "Busy" Burr | Management | For | For |
| 1.3 | Elect Director Heyward Donigan | Management | For | For |
| 1.4 | Elect Director Bari Harlam | Management | For | For |
| 1.5 | Elect Director Robert E. Knowling, Jr. | Management | For | For |
| 1.6 | Elect Director Louis P. Miramontes | Management | For | For |
| 1.7 | Elect Director Arun Nayar | Management | For | For |
| 1.8 | Elect Director Katherine "Kate" B. Quinn | 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 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| SEABOARD CORPORATION
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: SEB
SECURITY ID: 811543107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen S. Bresky | Management | For | For |
| 1.2 | Elect Director David A. Adamsen | Management | For | For |
| 1.3 | Elect Director Douglas W. Baena | Management | For | Withhold |
| 1.4 | Elect Director Paul M. Squires | Management | For | For |
| 1.5 | Elect Director Frances B. Shifman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SOVOS BRANDS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: SOVO
SECURITY ID: 84612U107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Roberts | Management | For | For |
| 1b | Elect Director Vijayanthimala (Mala) Singh | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SPARTANNASH COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SPTN
SECURITY ID: 847215100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Shan Atkins | Management | For | For |
| 1b | Elect Director Douglas A. Hacker | Management | For | For |
| 1c | Elect Director Julien R. Mininberg | Management | For | For |
| 1d | Elect Director Jaymin B. Patel | Management | For | For |
| 1e | Elect Director Hawthorne L. Proctor | Management | For | For |
| 1f | Elect Director Pamela S. Puryear | Management | For | For |
| 1g | Elect Director Tony B. Sarsam | Management | For | For |
| 1h | Elect Director William R. Voss | 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 |
| SPECTRUM BRANDS HOLDINGS, INC.
MEETING DATE: AUG 09, 2022 |
||||
|
TICKER: SPB
SECURITY ID: 84790A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherianne James | Management | For | For |
| 1.2 | Elect Director Leslie L. Campbell | Management | For | For |
| 1.3 | Elect Director Joan Chow | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SPROUTS FARMERS MARKET, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SFM
SECURITY ID: 85208M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joel D. Anderson | Management | For | For |
| 1.2 | Elect Director Terri Funk Graham | Management | For | For |
| 1.3 | Elect Director Doug G. Rauch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SYSCO CORPORATION
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: SYY
SECURITY ID: 871829107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Ali Dibadj | Management | For | For |
| 1c | Elect Director Larry C. Glasscock | Management | For | For |
| 1d | Elect Director Jill M. Golder | Management | For | For |
| 1e | Elect Director Bradley M. Halverson | Management | For | For |
| 1f | Elect Director John M. Hinshaw | Management | For | For |
| 1g | Elect Director Kevin P. Hourican | Management | For | For |
| 1h | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1i | Elect Director Alison Kenney Paul | Management | For | For |
| 1j | Elect Director Edward D. Shirley | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| 5 | Commission Third Party Report Assessing Company's Supply Chain Risks | Shareholder | Against | Against |
| 6 | Report on Efforts to Reduce Plastic Use | Shareholder | None | For |
| THE ANDERSONS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ANDE
SECURITY ID: 034164103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick E. Bowe | Management | For | For |
| 1.2 | Elect Director Michael J. Anderson, Sr. | Management | For | For |
| 1.3 | Elect Director Gerard M. Anderson | Management | For | For |
| 1.4 | Elect Director Steven K. Campbell | Management | For | For |
| 1.5 | Elect Director Gary A. Douglas | Management | For | For |
| 1.6 | Elect Director Pamela S. Hershberger | Management | For | For |
| 1.7 | Elect Director Catherine M. Kilbane | Management | For | For |
| 1.8 | Elect Director Robert J. King, Jr. | Management | For | For |
| 1.9 | Elect Director Ross W. Manire | Management | For | For |
| 1.10 | Elect Director John T. Stout, Jr. | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE BEAUTY HEALTH COMPANY
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: SKIN
SECURITY ID: 88331L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Capellas | Management | For | Withhold |
| 1.2 | Elect Director Julius Few | Management | For | For |
| 1.3 | Elect Director Brian Miller | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE BOSTON BEER COMPANY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SAM
SECURITY ID: 100557107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Meghan V. Joyce | Management | For | For |
| 1.2 | Elect Director Michael Spillane | Management | For | For |
| 1.3 | Elect Director Jean-Michel Valette | 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 |
| THE CHEFS' WAREHOUSE, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: CHEF
SECURITY ID: 163086101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ivy Brown | Management | For | For |
| 1b | Elect Director Dominick Cerbone | Management | For | For |
| 1c | Elect Director Joseph Cugine | Management | For | For |
| 1d | Elect Director Steven F. Goldstone | Management | For | For |
| 1e | Elect Director Alan Guarino | Management | For | For |
| 1f | Elect Director Stephen Hanson | Management | For | For |
| 1g | Elect Director Aylwin Lewis | Management | For | For |
| 1h | Elect Director Katherine Oliver | Management | For | For |
| 1i | Elect Director Christopher Pappas | Management | For | For |
| 1j | Elect Director John Pappas | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| THE CLOROX COMPANY
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: CLX
SECURITY ID: 189054109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amy L. Banse | Management | For | For |
| 1.2 | Elect Director Julia Denman | Management | For | For |
| 1.3 | Elect Director Spencer C. Fleischer | Management | For | For |
| 1.4 | Elect Director Esther Lee | Management | For | For |
| 1.5 | Elect Director A.D. David Mackay | Management | For | For |
| 1.6 | Elect Director Paul Parker | Management | For | For |
| 1.7 | Elect Director Stephanie Plaines | Management | For | For |
| 1.8 | Elect Director Linda Rendle | Management | For | For |
| 1.9 | Elect Director Matthew J. Shattock | Management | For | For |
| 1.10 | Elect Director Kathryn Tesija | Management | For | For |
| 1.11 | Elect Director Russell J. Weiner | Management | For | For |
| 1.12 | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE COCA-COLA COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KO
SECURITY ID: 191216100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | Against |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE DUCKHORN PORTFOLIO, INC.
MEETING DATE: JAN 20, 2023 |
||||
|
TICKER: NAPA
SECURITY ID: 26414D106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melanie Cox | Management | For | For |
| 1b | Elect Director Adriel Lares | Management | For | For |
| 1c | Elect Director James O'Hara | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Amend Restated Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| THE ESTEE LAUDER COMPANIES INC.
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: EL
SECURITY ID: 518439104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald S. Lauder | Management | For | For |
| 1b | Elect Director William P. Lauder | Management | For | For |
| 1c | Elect Director Richard D. Parsons | Management | For | For |
| 1d | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1e | Elect Director Jennifer Tejada | Management | For | For |
| 1f | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| THE HAIN CELESTIAL GROUP, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: HAIN
SECURITY ID: 405217100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard A. Beck | Management | For | For |
| 1b | Elect Director Celeste A. Clark | Management | For | For |
| 1c | Elect Director Dean Hollis | Management | For | For |
| 1d | Elect Director Shervin J. Korangy | Management | For | For |
| 1e | Elect Director Mark L. Schiller | Management | For | For |
| 1f | Elect Director Michael B. Sims | Management | For | For |
| 1g | Elect Director Carlyn R. Taylor | Management | For | For |
| 1h | Elect Director Dawn M. Zier | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| THE HERSHEY COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: HSY
SECURITY ID: 427866108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director Michele G. Buck | Management | For | For |
| 1.3 | Elect Director Victor L. Crawford | Management | For | For |
| 1.4 | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | For |
| 1.7 | Elect Director M. Diane Koken | Management | For | For |
| 1.8 | Elect Director Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | For |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | For |
| 1.11 | Elect Director Juan R. Perez | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Human Rights Impacts of Living Wage & Income Position Statement | Shareholder | Against | Against |
| THE J. M. SMUCKER COMPANY
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: SJM
SECURITY ID: 832696405
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan E. Chapman-Hughes | Management | For | For |
| 1b | Elect Director Paul J. Dolan | Management | For | For |
| 1c | Elect Director Jay L. Henderson | Management | For | For |
| 1d | Elect Director Jonathan E. Johnson, III | Management | For | For |
| 1e | Elect Director Kirk L. Perry | Management | For | For |
| 1f | Elect Director Sandra Pianalto | Management | For | For |
| 1g | Elect Director Alex Shumate | Management | For | For |
| 1h | Elect Director Mark T. Smucker | Management | For | For |
| 1i | Elect Director Richard K. Smucker | Management | For | For |
| 1j | Elect Director Jodi L. Taylor | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | 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 Votes Per Share of Existing Stock | Management | For | For |
| THE KRAFT HEINZ COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: KHC
SECURITY ID: 500754106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory E. Abel | Management | For | For |
| 1b | Elect Director Humberto P. Alfonso | Management | For | Against |
| 1c | Elect Director John T. Cahill | Management | For | For |
| 1d | Elect Director Lori Dickerson Fouche | Management | For | For |
| 1e | Elect Director Diane Gherson | Management | For | For |
| 1f | Elect Director Timothy Kenesey | Management | For | For |
| 1g | Elect Director Alicia Knapp | Management | For | For |
| 1h | Elect Director Elio Leoni Sceti | Management | For | For |
| 1i | Elect Director Susan Mulder | Management | For | For |
| 1j | Elect Director James Park | Management | For | For |
| 1k | Elect Director Miguel Patricio | Management | For | For |
| 1l | Elect Director John C. Pope | 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 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 5 | Report on Supply Chain Water Risk Exposure | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| THE KROGER CO.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: KR
SECURITY ID: 501044101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora A. Aufreiter | Management | For | For |
| 1b | Elect Director Kevin M. Brown | Management | For | For |
| 1c | Elect Director Elaine L. Chao | Management | For | For |
| 1d | Elect Director Anne Gates | Management | For | For |
| 1e | Elect Director Karen M. Hoguet | Management | For | For |
| 1f | Elect Director W. Rodney McMullen | Management | For | For |
| 1g | Elect Director Clyde R. Moore | Management | For | For |
| 1h | Elect Director Ronald L. Sargent | Management | For | For |
| 1i | Elect Director J. Amanda Sourry Knox (Amanda Sourry) | Management | For | For |
| 1j | Elect Director Mark S. Sutton | Management | For | For |
| 1k | Elect Director Ashok Vemuri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 8 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Report on Risks of Omitting Viewpoint and Ideological Diversity from EEO Policy | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE SIMPLY GOOD FOODS COMPANY
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: SMPL
SECURITY ID: 82900L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Clayton C. Daley, Jr. | Management | For | For |
| 1b | Elect Director Nomi P. Ghez | Management | For | For |
| 1c | Elect Director Michelle P. Goolsby | Management | For | For |
| 1d | Elect Director James M. Kilts | Management | For | For |
| 1e | Elect Director Robert G. Montgomery | Management | For | For |
| 1f | Elect Director Brian K. Ratzan | Management | For | For |
| 1g | Elect Director David W. Ritterbush | Management | For | For |
| 1h | Elect Director Joseph E. Scalzo | Management | For | For |
| 1i | Elect Director Joseph J. Schena | Management | For | For |
| 1j | Elect Director David J. West | Management | For | For |
| 1k | Elect Director James D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE VITA COCO COMPANY, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: COCO
SECURITY ID: 92846Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Kirban | Management | For | For |
| 1.2 | Elect Director John Leahy | Management | For | For |
| 1.3 | Elect Director Kenneth Sadowsky | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TOOTSIE ROLL INDUSTRIES, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: TR
SECURITY ID: 890516107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen R. Gordon | Management | For | For |
| 1.2 | Elect Director Virginia L. Gordon | Management | For | For |
| 1.3 | Elect Director Lana Jane Lewis-Brent | Management | For | Withhold |
| 1.4 | Elect Director Barre A. Seibert | Management | For | Withhold |
| 1.5 | Elect Director Paula M. Wardynski | Management | For | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| TREEHOUSE FOODS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: THS
SECURITY ID: 89469A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott D. Ostfeld | Management | For | For |
| 1b | Elect Director Jean E. Spence | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| TURNING POINT BRANDS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: TPB
SECURITY ID: 90041L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory H. A. Baxter | Management | For | For |
| 1.2 | Elect Director H.C. Charles Diao | Management | For | Withhold |
| 1.3 | Elect Director Ashley Davis Frushone | Management | For | For |
| 1.4 | Elect Director David Glazek | Management | For | For |
| 1.5 | Elect Director Graham A. Purdy | Management | For | For |
| 1.6 | Elect Director Rohith Reddy | Management | For | For |
| 1.7 | Elect Director Stephen Usher | Management | For | For |
| 1.8 | Elect Director Lawrence S. Wexler | Management | For | For |
| 1.9 | Elect Director Arnold Zimmerman | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Employ Advisors to Study Extraordinary Strategic Alternatives Process for NewGen Business | Shareholder | Against | Against |
| TYSON FOODS, INC.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: TSN
SECURITY ID: 902494103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Tyson | Management | For | For |
| 1b | Elect Director Les R. Baledge | Management | For | For |
| 1c | Elect Director Mike Beebe | Management | For | For |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | For |
| 1f | Elect Director Mikel A. Durham | Management | For | For |
| 1g | Elect Director Donnie King | Management | For | For |
| 1h | Elect Director Jonathan D. Mariner | Management | For | For |
| 1i | Elect Director Kevin M. McNamara | Management | For | For |
| 1j | Elect Director Cheryl S. Miller | Management | For | For |
| 1k | Elect Director Jeffrey K. Schomburger | Management | For | For |
| 1l | Elect Director Barbara A. Tyson | Management | For | For |
| 1m | Elect Director Noel 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 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| UNITED NATURAL FOODS, INC.
MEETING DATE: JAN 10, 2023 |
||||
|
TICKER: UNFI
SECURITY ID: 911163103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric F. Artz | Management | For | For |
| 1b | Elect Director Ann Torre Bates | Management | For | For |
| 1c | Elect Director Gloria R. Boyland | Management | For | For |
| 1d | Elect Director Denise M. Clark | Management | For | For |
| 1e | Elect Director J. Alexander Miller Douglas | Management | For | For |
| 1f | Elect Director Daphne J. Dufresne | Management | For | For |
| 1g | Elect Director Michael S. Funk | Management | For | For |
| 1h | Elect Director Shamim Mohammad | Management | For | For |
| 1i | Elect Director James L. Muehlbauer | Management | For | For |
| 1j | Elect Director Peter A. Roy | Management | For | For |
| 1l | Elect Director Jack Stahl | 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 |
| UNIVERSAL CORPORATION
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: UVV
SECURITY ID: 913456109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas H. Johnson | Management | For | For |
| 1.2 | Elect Director Michael T. Lawton | 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 |
| US FOODS HOLDING CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: USFD
SECURITY ID: 912008109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl A. Bachelder | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1d | Elect Director Scott D. Ferguson | Management | For | For |
| 1e | Elect Director David E. Flitman | Management | For | For |
| 1f | Elect Director Marla Gottschalk | Management | For | For |
| 1g | Elect Director Sunil Gupta | Management | For | For |
| 1h | Elect Director Carl Andrew Pforzheimer | Management | For | For |
| 1i | Elect Director Quentin Roach | Management | For | For |
| 1j | Elect Director David M. Tehle | Management | For | For |
| 1k | Elect Director David A. Toy | Management | For | For |
| 1l | Elect Director Ann E. Ziegler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| USANA HEALTH SCIENCES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: USNA
SECURITY ID: 90328M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin G. Guest | Management | For | For |
| 1.2 | Elect Director Xia Ding | Management | For | For |
| 1.3 | Elect Director John T. Fleming | Management | For | For |
| 1.4 | Elect Director Gilbert A. Fuller | Management | For | For |
| 1.5 | Elect Director J. Scott Nixon | Management | For | For |
| 1.6 | Elect Director Peggie J. Pelosi | Management | For | For |
| 1.7 | Elect Director Frederic J. Winssinger | Management | For | For |
| 1.8 | Elect Director Timothy E. Wood | 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 |
| UTZ BRANDS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: UTZ
SECURITY ID: 918090101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Brown | Management | For | For |
| 1b | Elect Director Christina Choi | Management | For | For |
| 1c | Elect Director Roger Deromedi | Management | For | For |
| 1d | Elect Director Dylan Lissette | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton, LLP as Auditors | Management | For | For |
| VERU INC.
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: VERU
SECURITY ID: 92536C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mitchell S. Steiner | Management | For | For |
| 1.2 | Elect Director Mario Eisenberger | Management | For | Withhold |
| 1.3 | Elect Director Harry Fisch | Management | For | For |
| 1.4 | Elect Director Michael L. Rankowitz | Management | For | Withhold |
| 1.5 | Elect Director Grace Hyun | Management | For | For |
| 1.6 | Elect Director Lucy Lu | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| VINTAGE WINE ESTATES, INC.
MEETING DATE: NOV 22, 2022 |
||||
|
TICKER: VWE
SECURITY ID: 92747V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick Roney | Management | For | For |
| 1.2 | Elect Director Paul S. Walsh | Management | For | For |
| 1.3 | Elect Director Robert L. Berner, III | Management | For | For |
| 1.4 | Elect Director Mark W.B. Harms | Management | For | For |
| 1.5 | Elect Director Candice Koederitz | Management | For | For |
| 1.6 | Elect Director Jon Moramarco | Management | For | For |
| 1.7 | Elect Director Timothy D. Proctor | Management | For | For |
| 1.8 | Elect Director Lisa M. Schnorr | Management | For | For |
| 1.9 | Elect Director Jonathan Sebastiani | Management | For | For |
| 2 | Ratify Cherry Bekaert LLP as Auditors | Management | For | For |
| VITAL FARMS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: VITL
SECURITY ID: 92847W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew O'Hayer | Management | For | For |
| 1.2 | Elect Director Russell Diez-Canseco | Management | For | For |
| 1.3 | Elect Director Kelly J. Kennedy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| WALGREENS BOOTS ALLIANCE, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
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 Inderpal S. Bhandari | Management | For | For |
| 1c | Elect Director Rosalind G. Brewer | Management | For | For |
| 1d | Elect Director Ginger L. Graham | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Valerie B. Jarrett | Management | For | For |
| 1g | Elect Director John A. Lederer | Management | For | For |
| 1h | Elect Director Dominic P. Murphy | Management | For | For |
| 1i | Elect Director Stefano Pessina | Management | For | For |
| 1j | Elect Director Nancy M. Schlichting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Against | Against |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WALMART INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: WMT
SECURITY ID: 931142103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| 6 | Report on Human Rights Due Diligence | Shareholder | Against | Against |
| 7 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Racial and Gender Layoff Diversity | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 12 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| WD-40 COMPANY
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: WDFC
SECURITY ID: 929236107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven A. Brass | Management | For | For |
| 1.2 | Elect Director Cynthia B. Burks | Management | For | For |
| 1.3 | Elect Director Daniel T. Carter | Management | For | For |
| 1.4 | Elect Director Melissa Claassen | Management | For | For |
| 1.5 | Elect Director Eric P. Etchart | Management | For | For |
| 1.6 | Elect Director Lara L. Lee | Management | For | For |
| 1.7 | Elect Director Edward O. Magee, Jr. | Management | For | For |
| 1.8 | Elect Director Trevor I. Mihalik | Management | For | For |
| 1.9 | Elect Director Graciela I. Monteagudo | Management | For | For |
| 1.10 | Elect Director David B. Pendarvis | Management | For | For |
| 1.11 | Elect Director Gregory A. Sandfort | Management | For | For |
| 1.12 | Elect Director Anne G. Saunders | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| WEIS MARKETS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: WMK
SECURITY ID: 948849104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan H. Weis | Management | For | For |
| 1.2 | Elect Director Harold G. Graber | Management | For | For |
| 1.3 | Elect Director Dennis G. Hatchell | Management | For | Withhold |
| 1.4 | Elect Director Edward J. Lauth, III | Management | For | Withhold |
| 1.5 | Elect Director Gerrald B. Silverman | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Report on Board Diversity | Shareholder | Against | For |
| WESTROCK COFFEE COMPANY
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: WEST
SECURITY ID: 96145W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Edmunds | Management | For | Against |
| 1b | Elect Director Joe T. Ford | Management | For | For |
| 1c | Elect Director Oluwatoyin Umesiri | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI ENERGY INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ANTERO MIDSTREAM CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: AM
SECURITY ID: 03676B102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter A. Dea | Management | For | For |
| 1.2 | Elect Director W. Howard Keenan, Jr. | Management | For | For |
| 1.3 | Elect Director Janine J. McArdle | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| ANTERO RESOURCES CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: AR
SECURITY ID: 03674X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Rady | Management | For | For |
| 1.2 | Elect Director Thomas B. Tyree, Jr. | Management | For | For |
| 1.3 | Elect Director Brenda R. Schroer | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| APA CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: APA
SECURITY ID: 03743Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Annell R. Bay | Management | For | For |
| 2 | Elect Director John J. Christmann, IV | Management | For | For |
| 3 | Elect Director Juliet S. Ellis | Management | For | For |
| 4 | Elect Director Charles W. Hooper | Management | For | For |
| 5 | Elect Director Chansoo Joung | Management | For | For |
| 6 | Elect Director H. Lamar McKay | Management | For | For |
| 7 | Elect Director Amy H. Nelson | Management | For | For |
| 8 | Elect Director Daniel W. Rabun | Management | For | For |
| 9 | Elect Director Peter A. Ragauss | Management | For | For |
| 10 | Elect Director David L. Stover | Management | For | For |
| 11 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| ARCH COAL INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: ARCH
SECURITY ID: 03940R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James N. Chapman | Management | For | For |
| 1.2 | Elect Director John W. Eaves | Management | For | For |
| 1.3 | Elect Director Holly Keller Koeppel | Management | For | Withhold |
| 1.4 | Elect Director Patrick A. Kriegshauser | Management | For | For |
| 1.5 | Elect Director Paul A. Lang | Management | For | For |
| 1.6 | Elect Director Richard A. Navarre | Management | For | For |
| 1.7 | Elect Director Molly P. Zhang (aka Peifang Zhang) | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARCHAEA ENERGY INC.
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: LFG
SECURITY ID: 03940F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| ARCHROCK, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AROC
SECURITY ID: 03957W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anne-Marie N. Ainsworth | Management | For | For |
| 1.2 | Elect Director D. Bradley Childers | Management | For | For |
| 1.3 | Elect Director Gordon T. Hall | Management | For | For |
| 1.4 | Elect Director Frances Powell Hawes | Management | For | For |
| 1.5 | Elect Director J.W.G. "Will" Honeybourne | Management | For | For |
| 1.6 | Elect Director James H. Lytal | Management | For | For |
| 1.7 | Elect Director Leonard W. Mallett | Management | For | For |
| 1.8 | Elect Director Jason C. Rebrook | Management | For | For |
| 1.9 | Elect Director Edmund P. Segner, III | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BAKER HUGHES COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BKR
SECURITY ID: 05722G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.7 | Elect Director John G. Rice | Management | For | For |
| 1.8 | Elect Director Lorenzo Simonelli | Management | For | For |
| 1.9 | Elect Director Mohsen Sohi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BERRY CORPORATION (BRY)
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: BRY
SECURITY ID: 08579X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Renee Hornbaker | Management | For | For |
| 1.2 | Elect Director Anne Mariucci | Management | For | For |
| 1.3 | Elect Director Don Paul | Management | For | For |
| 1.4 | Elect Director Rajath Shourie | Management | For | For |
| 1.5 | Elect Director Arthur "Trem" Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| BRIGHAM MINERALS, INC.
MEETING DATE: DEC 28, 2022 |
||||
|
TICKER: MNRL
SECURITY ID: 10918L103
|
||||
| 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 |
| BRISTOW GROUP INC.
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: VTOL
SECURITY ID: 11040G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher S. Bradshaw | Management | For | For |
| 1.2 | Elect Director Lorin L. Brass | Management | For | Withhold |
| 1.3 | Elect Director Wesley E. Kern | Management | For | For |
| 1.4 | Elect Director Robert J. Manzo | Management | For | Withhold |
| 1.5 | Elect Director G. Mark Mickelson | Management | For | For |
| 1.6 | Elect Director Maryanne Miller | Management | For | For |
| 1.7 | Elect Director Christopher Pucillo | Management | For | Withhold |
| 1.8 | Elect Director Brian D. Truelove | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| A | Please Mark FOR if the Stock Owned of Record or Beneficially by You is Owned and Controlled ONLY by U.S. Citizens or Mark Against if Such Stock is Owned or Controlled by Any Person Who is NOT a U.S. Citizen | Management | None | Against |
| BRISTOW GROUP INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: VTOL
SECURITY ID: 11040G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher S. Bradshaw | Management | For | For |
| 1.2 | Elect Director Lorin L. Brass | Management | For | Withhold |
| 1.3 | Elect Director Wesley E. Kern | Management | For | For |
| 1.4 | Elect Director Robert J. Manzo | Management | For | Withhold |
| 1.5 | Elect Director G. Mark Mickelson | Management | For | For |
| 1.6 | Elect Director Maryanne Miller | Management | For | For |
| 1.7 | Elect Director Christopher Pucillo | Management | For | Withhold |
| 1.8 | Elect Director Brian D. Truelove | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| A | Please Mark FOR if the Stock Owned of Record or Beneficially by You is Owned and Controlled ONLY by U.S. Citizens or Mark Against if Such Stock is Owned or Controlled by Any Person Who is NOT a U.S. Citizen. | Management | None | Against |
| CACTUS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: WHD
SECURITY ID: 127203107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Bender | Management | For | For |
| 1.2 | Elect Director Gary Rosenthal | Management | For | Withhold |
| 1.3 | Elect Director Bruce Rothstein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| CALIFORNIA RESOURCES CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: CRC
SECURITY ID: 13057Q305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew B. Bremner | Management | For | For |
| 1.2 | Elect Director Tiffany (TJ) Thom Cepak | Management | For | For |
| 1.3 | Elect Director James N. Chapman | Management | For | For |
| 1.4 | Elect Director Francisco J. Leon | Management | For | For |
| 1.5 | Elect Director Mark A. (Mac) McFarland | Management | For | For |
| 1.6 | Elect Director Nicole Neeman Brady | Management | For | For |
| 1.7 | Elect Director Julio M. Quintana | Management | For | For |
| 1.8 | Elect Director William B. Roby | Management | For | For |
| 1.9 | Elect Director Alejandra (Ale) Veltmann | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| CALLON PETROLEUM COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CPE
SECURITY ID: 13123X508
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew R. Bob | Management | For | For |
| 1.2 | Elect Director James E. Craddock | Management | For | For |
| 1.3 | Elect Director Anthony J. Nocchiero | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CENTENNIAL RESOURCE DEVELOPMENT, INC.
MEETING DATE: AUG 29, 2022 |
||||
|
TICKER: CDEV
SECURITY ID: 15136A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Business Combination Agreement | Management | For | For |
| 2A | Increase Authorized Common Stock | Management | For | For |
| 2B | Eliminate Right to Act by Written Consent | Management | For | For |
| 2C | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | For |
| 2D | Approve Proposed Charter | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| CENTRUS ENERGY CORP.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: LEU
SECURITY ID: 15643U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mikel H. Williams | Management | For | For |
| 1.2 | Elect Director Kirkland H. Donald | Management | For | For |
| 1.3 | Elect Director Tina W. Jonas | Management | For | For |
| 1.4 | Elect Director William J. Madia | Management | For | For |
| 1.5 | Elect Director Daniel B. Poneman | Management | For | For |
| 1.6 | Elect Director Bradley J. Sawatzke | Management | For | For |
| 1.7 | Elect Director Neil S. Subin | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Section 382 Rights Agreement | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CHAMPIONX CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CHX
SECURITY ID: 15872M104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heidi S. Alderman | Management | For | For |
| 1.2 | Elect Director Mamatha Chamarthi | Management | For | For |
| 1.3 | Elect Director Carlos A. Fierro | Management | For | For |
| 1.4 | Elect Director Gary P. Luquette | Management | For | For |
| 1.5 | Elect Director Elaine Pickle | Management | For | For |
| 1.6 | Elect Director Stuart Porter | Management | For | For |
| 1.7 | Elect Director Daniel W. Rabun | Management | For | For |
| 1.8 | Elect Director Sivasankaran ("Soma") Somasundaram | Management | For | For |
| 1.9 | Elect Director Stephen M. Todd | Management | For | For |
| 2 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 4 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHENIERE ENERGY, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LNG
SECURITY ID: 16411R208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Andrea Botta | Management | For | For |
| 1b | Elect Director Jack A. Fusco | Management | For | For |
| 1c | Elect Director Patricia K. Collawn | Management | For | For |
| 1d | Elect Director Brian E. Edwards | Management | For | For |
| 1e | Elect Director Denise Gray | Management | For | For |
| 1f | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1g | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1h | Elect Director Matthew Runkle | Management | For | For |
| 1i | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Stranded Carbon Asset Risk | Shareholder | Against | Against |
| CHESAPEAKE ENERGY CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CHK
SECURITY ID: 165167735
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Domenic J. ("Nick") Dell'Osso, Jr. | Management | For | For |
| 1b | Elect Director Timothy S. Duncan | Management | For | For |
| 1c | Elect Director Benjamin C. Duster, IV | Management | For | For |
| 1d | Elect Director Sarah A. Emerson | Management | For | For |
| 1e | Elect Director Matthew M. Gallagher | Management | For | For |
| 1f | Elect Director Brian Steck | Management | For | For |
| 1g | Elect Director Michael A. Wichterich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CHEVRON CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: CVX
SECURITY ID: 166764100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CHORD ENERGY CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CHRD
SECURITY ID: 674215207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas E. Brooks | Management | For | Against |
| 1b | Elect Director Daniel E. Brown | Management | For | For |
| 1c | Elect Director Susan M. Cunningham | Management | For | For |
| 1d | Elect Director Samantha F. Holroyd | Management | For | For |
| 1e | Elect Director Paul J. Korus | Management | For | For |
| 1f | Elect Director Kevin S. McCarthy | Management | For | For |
| 1g | Elect Director Anne Taylor | Management | For | For |
| 1h | Elect Director Cynthia L. Walker | Management | For | For |
| 1i | Elect Director Marguerite N. Woung-Chapman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CIVITAS RESOURCES, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CIVI
SECURITY ID: 17888H103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wouter van Kempen | Management | For | For |
| 1.2 | Elect Director Deborah Byers | Management | For | For |
| 1.3 | Elect Director Morris R. Clark | Management | For | For |
| 1.4 | Elect Director M. Christopher Doyle | Management | For | For |
| 1.5 | Elect Director Carrie M. Fox | Management | For | For |
| 1.6 | Elect Director Carrie L. Hudak | Management | For | For |
| 1.7 | Elect Director James M. Trimble | Management | For | For |
| 1.8 | Elect Director Howard A. Willard, III | Management | For | For |
| 1.9 | Elect Director Jeffrey E. Wojahn | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Act by Written Consent | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 7 | Authorize Shareholders to Fill Director Vacancies | Management | For | For |
| 8 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 9 | Amend Certificate of Incorporation | Management | For | For |
| CLEAN ENERGY FUELS CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CLNE
SECURITY ID: 184499101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lizabeth Ardisana | Management | For | For |
| 1.2 | Elect Director Karine Boissy-Rousseau | Management | For | For |
| 1.3 | Elect Director Andrew J. Littlefair | Management | For | For |
| 1.4 | Elect Director James C. Miller, III | Management | For | For |
| 1.5 | Elect Director Lorraine Paskett | Management | For | For |
| 1.6 | Elect Director Stephen A. Scully | Management | For | For |
| 1.7 | Elect Director Kenneth M. Socha | Management | For | For |
| 1.8 | Elect Director Vincent C. Taormina | Management | For | For |
| 1.9 | Elect Director Parker A. Weil | Management | For | For |
| 1.10 | Elect Director Laurent Wolffsheim | 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 |
| CNX RESOURCES CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CNX
SECURITY ID: 12653C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert O. Agbede | Management | For | For |
| 1b | Elect Director J. Palmer Clarkson | Management | For | For |
| 1c | Elect Director Nicholas J. DeIuliis | Management | For | For |
| 1d | Elect Director Maureen E. Lally-Green | Management | For | For |
| 1e | Elect Director Bernard Lanigan, Jr. | Management | For | For |
| 1f | Elect Director Ian McGuire | Management | For | For |
| 1g | Elect Director William N. Thorndike, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Lobbying | Shareholder | Against | Against |
| COMSTOCK RESOURCES, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: CRK
SECURITY ID: 205768302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director M. Jay Allison | Management | For | For |
| 1.2 | Elect Director Roland O. Burns | Management | For | For |
| 1.3 | Elect Director Elizabeth B. Davis | Management | For | For |
| 1.4 | Elect Director Morris E. Foster | Management | For | For |
| 1.5 | Elect Director Jim L. Turner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSOL ENERGY INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CEIX
SECURITY ID: 20854L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William P. Powell | Management | For | Withhold |
| 1b | Elect Director Valli Perera | Management | For | For |
| 1c | Elect Director James A. Brock | Management | For | For |
| 1d | Elect Director John T. Mills | Management | For | Withhold |
| 1e | Elect Director Joseph P. Platt | Management | For | Withhold |
| 1f | Elect Director Cassandra Chia-Wei Pan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CORE LABORATORIES N.V.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: CLB
SECURITY ID: N22717107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Change Jurisdiction of Incorporation from Netherlands to Delaware | Management | For | For |
| 2 | Amend Articles of Association and Authorization to Execute the Deed of Amendment | Management | For | For |
| CORE LABORATORIES N.V.
MEETING DATE: APR 03, 2023 |
||||
|
TICKER: CLB
SECURITY ID: N22717107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Change Jurisdiction of Incorporation from Grand Duchy of Luxembourg to Delaware | Management | For | For |
| CORE LABORATORIES, INC.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: CLB
SECURITY ID: 21867A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Harvey Klingensmith | Management | For | For |
| 1b | Elect Director Curtis Anastasio | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3a | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3b | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| COTERRA ENERGY INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CTRA
SECURITY ID: 127097103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | Against |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | For |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| CVR ENERGY, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CVI
SECURITY ID: 12662P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jaffrey (Jay) A. Firestone | Management | For | Withhold |
| 1.2 | Elect Director Hunter C. Gary | Management | For | For |
| 1.3 | Elect Director David L. Lamp | Management | For | For |
| 1.4 | Elect Director Stephen Mongillo | Management | For | Withhold |
| 1.5 | Elect Director Ted Papapostolou | Management | For | For |
| 1.6 | Elect Director James M. Strock | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| DELEK US HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: DK
SECURITY ID: 24665A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ezra Uzi Yemin | Management | For | For |
| 1b | Elect Director Avigal Soreq | Management | For | For |
| 1c | Elect Director William J. Finnerty | Management | For | For |
| 1d | Elect Director Richard J. Marcogliese | Management | For | For |
| 1e | Elect Director Leonardo Moreno | Management | For | For |
| 1f | Elect Director Gary M. Sullivan, Jr. | Management | For | For |
| 1g | Elect Director Vicky Sutil | Management | For | For |
| 1h | Elect Director Laurie Z. Tolson | Management | For | For |
| 1i | Elect Director Shlomo Zohar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| DENBURY INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DEN
SECURITY ID: 24790A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin O. Meyers | Management | For | For |
| 1b | Elect Director Anthony M. Abate | Management | For | For |
| 1c | Elect Director Caroline G. Angoorly | Management | For | For |
| 1d | Elect Director James N. Chapman | Management | For | For |
| 1e | Elect Director Christian S. Kendall | Management | For | For |
| 1f | Elect Director Lynn A. Peterson | Management | For | For |
| 1g | Elect Director Brett R. Wiggs | Management | For | For |
| 1h | Elect Director Cindy A. Yeilding | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DEVON ENERGY CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: DVN
SECURITY ID: 25179M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director Gennifer F. Kelly | Management | For | For |
| 1.5 | Elect Director Kelt Kindick | Management | For | For |
| 1.6 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Director Karl F. Kurz | Management | For | For |
| 1.8 | Elect Director Michael N. Mears | Management | For | For |
| 1.9 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.10 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.11 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers | Management | For | For |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| DIAMOND OFFSHORE DRILLING, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: DO
SECURITY ID: 25271C201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrice Douglas | Management | For | For |
| 1.2 | Elect Director Neal P. Goldman | 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 | Declassify the Board of Directors | Management | For | For |
| DIAMONDBACK ENERGY, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FANG
SECURITY ID: 25278X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Travis D. Stice | Management | For | For |
| 1.2 | Elect Director Vincent K. Brooks | Management | For | For |
| 1.3 | Elect Director David L. Houston | Management | For | For |
| 1.4 | Elect Director Rebecca A. Klein | Management | For | For |
| 1.5 | Elect Director Stephanie K. Mains | Management | For | For |
| 1.6 | Elect Director Mark L. Plaumann | Management | For | For |
| 1.7 | Elect Director Melanie M. Trent | Management | For | For |
| 1.8 | Elect Director Frank D. Tsuru | Management | For | For |
| 1.9 | Elect Director Steven E. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| DMC GLOBAL INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: BOOM
SECURITY ID: 23291C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Aldous | Management | For | For |
| 1.2 | Elect Director Richard P. Graff | Management | For | For |
| 1.3 | Elect Director Robert A. Cohen | Management | For | For |
| 1.4 | Elect Director Ruth I. Dreessen | Management | For | For |
| 1.5 | Elect Director Michael A. Kelly | Management | For | For |
| 1.6 | Elect Director Clifton Peter Rose | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| DORIAN LPG LTD.
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: LPG
SECURITY ID: Y2106R110
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Hadjipateras | Management | For | For |
| 1.2 | Elect Director Malcolm McAvity | Management | For | Withhold |
| 2 | Ratify Deloitte Certified Public Accountants S.A. 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 | Two Years | One Year |
| DRIL-QUIP, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: DRQ
SECURITY ID: 262037104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey J. Bird | Management | For | For |
| 1.2 | Elect Director John V. Lovoi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DT MIDSTREAM, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: DTM
SECURITY ID: 23345M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Tumminello | Management | For | For |
| 1.2 | Elect Director Dwayne Wilson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EARTHSTONE ENERGY, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: ESTE
SECURITY ID: 27032D304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frost W. Cochran | Management | For | For |
| 1.2 | Elect Director David S. Habachy | Management | For | For |
| 1.3 | Elect Director Brad A. Thielemann | Management | For | For |
| 1.4 | Elect Director Zachary G. Urban | Management | For | Withhold |
| 2 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| ENVIVA, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: EVA
SECURITY ID: 29415B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Meth | Management | For | For |
| 1b | Elect Director John K. Keppler | Management | For | For |
| 1c | Elect Director Ralph Alexander | Management | For | For |
| 1d | Elect Director John C. Bumgarner, Jr. | Management | For | For |
| 1e | Elect Director Martin N. Davidson | Management | For | For |
| 1f | Elect Director Jim H. Derryberry | Management | For | For |
| 1g | Elect Director Gerrit (Gerrity) L. Lansing, Jr. | Management | For | For |
| 1h | Elect Director Pierre F. Lapeyre, Jr. | Management | For | For |
| 1i | Elect Director David M. Leuschen | Management | For | For |
| 1j | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1k | Elect Director Gary L. Whitlock | Management | For | For |
| 1l | Elect Director Janet S. Wong | Management | For | For |
| 1m | Elect Director Eva T. Zlotnicka | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| EOG RESOURCES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EOG
SECURITY ID: 26875P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EQT CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: EQT
SECURITY ID: 26884L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EQUITRANS MIDSTREAM CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ETRN
SECURITY ID: 294600101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Sarah M. Barpoulis | Management | For | For |
| 1c | Elect Director Kenneth M. Burke | Management | For | For |
| 1d | Elect Director Diana M. Charletta | Management | For | For |
| 1e | Elect Director Thomas F. Karam | Management | For | For |
| 1f | Elect Director D. Mark Leland | Management | For | For |
| 1g | Elect Director Norman J. Szydlowski | Management | For | For |
| 1h | Elect Director Robert F. Vagt | 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 |
| EXCELERATE ENERGY, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: EE
SECURITY ID: 30069T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carolyn J. Burke | Management | For | For |
| 1.2 | Elect Director Deborah L. Byers | Management | For | For |
| 1.3 | Elect Director Paul T. Hanrahan | Management | For | For |
| 1.4 | Elect Director Henry G. Kleemeier | Management | For | For |
| 1.5 | Elect Director Steven M. Kobos | Management | For | For |
| 1.6 | Elect Director Don P. Millican | Management | For | For |
| 1.7 | Elect Director Robert A. Waldo | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXPRO GROUP HOLDINGS N.V.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: XPRO
SECURITY ID: N3144W105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael C. Kearney | Management | For | For |
| 1b | Elect Director Michael Jardon | Management | For | For |
| 1c | Elect Director Eitan Arbeter | Management | For | For |
| 1d | Elect Director Robert W. Drummond | Management | For | For |
| 1e | Elect Director Alan Schrager | Management | For | For |
| 1f | Elect Director Lisa L. Troe | Management | For | For |
| 1g | Elect Director Brian Truelove | Management | For | For |
| 1h | Elect Director Frances M. Vallejo | Management | For | For |
| 1i | Elect Director Eileen G. Whelley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Discharge of Board Members | Management | For | For |
| 5 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| 8 | Approve the Issuance of Up to 20 Percent of the Company's Issued Capital | Management | For | For |
| 9 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| GEVO, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: GEVO
SECURITY ID: 374396406
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carol J. Battershell | Management | For | For |
| 1.2 | Elect Director Patrick R. Gruber | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| GRAN TIERRA ENERGY INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GTE
SECURITY ID: 38500T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Dey | Management | For | For |
| 1b | Elect Director Gary S. Guidry | Management | For | For |
| 1c | Elect Director Evan Hazell | Management | For | For |
| 1d | Elect Director Robert B. Hodgins | Management | For | For |
| 1e | Elect Director Alison Redford | Management | For | For |
| 1f | Elect Director Ronald W. Royal | Management | For | For |
| 1g | Elect Director Sondra Scott | Management | For | For |
| 1h | Elect Director David P. Smith | Management | For | For |
| 1i | Elect Director Brooke Wade | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| GREEN PLAINS INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: GPRE
SECURITY ID: 393222104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jim Anderson | Management | For | For |
| 1.2 | Elect Director Ejnar Knudsen | Management | For | For |
| 1.3 | Elect Director Kimberly Wagner | 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 |
| GULFPORT ENERGY CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: GPOR
SECURITY ID: 402635502
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy J. Cutt | Management | For | For |
| 1.2 | Elect Director David Wolf | Management | For | For |
| 1.3 | Elect Director Guillermo (Bill) Martinez | Management | For | For |
| 1.4 | Elect Director Jason Martinez | Management | For | For |
| 1.5 | Elect Director David Reganato | Management | For | For |
| 1.6 | Elect Director John Reinhart | Management | For | For |
| 1.7 | Elect Director Mary Shafer-Malicki | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HALLIBURTON COMPANY
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HAL
SECURITY ID: 406216101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Abdulaziz F. Al Khayyal | Management | For | For |
| 1b | Elect Director William E. Albrecht | Management | For | For |
| 1c | Elect Director M. Katherine Banks | Management | For | For |
| 1d | Elect Director Alan M. Bennett | Management | For | For |
| 1e | Elect Director Milton Carroll | Management | For | For |
| 1f | Elect Director Earl M. Cummings | Management | For | For |
| 1g | Elect Director Murry S. Gerber | Management | For | For |
| 1h | Elect Director Robert A. Malone | Management | For | For |
| 1i | Elect Director Jeffrey A. Miller | Management | For | For |
| 1j | Elect Director Bhavesh V. (Bob) Patel | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 1l | Elect Director Janet L. Weiss | Management | For | For |
| 1m | Elect Director Tobi M. Edwards Young | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Amend Certificate of Incorporation | Management | For | For |
| HELIX ENERGY SOLUTIONS GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HLX
SECURITY ID: 42330P107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paula Harris | Management | For | For |
| 1b | Elect Director Amy H. Nelson | Management | For | For |
| 1c | Elect Director William L. Transier | 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 |
| HELMERICH & PAYNE, INC.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: HP
SECURITY ID: 423452101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Delaney M. Bellinger | Management | For | For |
| 1b | Elect Director Belgacem Chariag | Management | For | For |
| 1c | Elect Director Kevin G. Cramton | Management | For | For |
| 1d | Elect Director Randy A. Foutch | Management | For | For |
| 1e | Elect Director Hans Helmerich | Management | For | For |
| 1f | Elect Director John W. Lindsay | Management | For | For |
| 1g | Elect Director Jose R. Mas | Management | For | For |
| 1h | Elect Director Thomas A. Petrie | Management | For | For |
| 1i | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1j | Elect Director John D. Zeglis | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HESS CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HES
SECURITY ID: 42809H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HF SINCLAIR CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DINO
SECURITY ID: 403949100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne-Marie N. Ainsworth | Management | For | For |
| 1b | Elect Director Anna C. Catalano | Management | For | For |
| 1c | Elect Director Leldon E. Echols | Management | For | For |
| 1d | Elect Director Manuel J. Fernandez | Management | For | For |
| 1e | Elect Director Timothy Go | Management | For | For |
| 1f | Elect Director Rhoman J. Hardy | Management | For | For |
| 1g | Elect Director R. Craig Knocke | Management | For | For |
| 1h | Elect Director Robert J. Kostelnik | Management | For | For |
| 1i | Elect Director James H. Lee | Management | For | For |
| 1j | Elect Director Ross B. Matthews | Management | For | For |
| 1k | Elect Director Franklin Myers | Management | For | For |
| 1l | Elect Director Norman J. Szydlowski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| INTERNATIONAL SEAWAYS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: INSW
SECURITY ID: Y41053102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas D. Wheat | Management | For | For |
| 1.2 | Elect Director Timothy J. Bernlohr | Management | For | For |
| 1.3 | Elect Director Ian T. Blackley | Management | For | For |
| 1.4 | Elect Director Alexandra K. Blankenship | Management | For | For |
| 1.5 | Elect Director Randee E. Day | Management | For | For |
| 1.6 | Elect Director David I. Greenberg | Management | For | For |
| 1.7 | Elect Director Joseph I. Kronsberg | Management | For | For |
| 1.8 | Elect Director Nadim Z. Qureshi | Management | For | For |
| 1.9 | Elect Director Craig H. Stevenson, Jr. | Management | For | For |
| 1.10 | Elect Director Lois K. Zabrocky | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Shareholder Rights Plan (Poison Pill) | Management | For | For |
| KINDER MORGAN, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: KMI
SECURITY ID: 49456B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard D. Kinder | Management | For | For |
| 1.2 | Elect Director Steven J. Kean | Management | For | For |
| 1.3 | Elect Director Kimberly A. Dang | Management | For | For |
| 1.4 | Elect Director Ted A. Gardner | Management | For | Against |
| 1.5 | Elect Director Anthony W. Hall, Jr. | Management | For | For |
| 1.6 | Elect Director Gary L. Hultquist | Management | For | For |
| 1.7 | Elect Director Ronald L. Kuehn, Jr. | Management | For | Against |
| 1.8 | Elect Director Deborah A. Macdonald | Management | For | For |
| 1.9 | Elect Director Michael C. Morgan | Management | For | For |
| 1.10 | Elect Director Arthur C. Reichstetter | Management | For | For |
| 1.11 | Elect Director C. Park Shaper | Management | For | For |
| 1.12 | Elect Director William A. Smith | Management | For | For |
| 1.13 | Elect Director Joel V. Staff | Management | For | For |
| 1.14 | Elect Director Robert F. Vagt | Management | For | Against |
| 2 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KINETIK HOLDINGS INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: KNTK
SECURITY ID: 02215L209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Welch | Management | For | For |
| 1.2 | Elect Director David I. Foley | Management | For | For |
| 1.3 | Elect Director John-Paul (JP) Munfa | Management | For | For |
| 1.4 | Elect Director Elizabeth P. Cordia | Management | For | For |
| 1.5 | Elect Director Jesse Krynak | Management | For | For |
| 1.6 | Elect Director Ronald Schweizer | Management | For | For |
| 1.7 | Elect Director Laura A. Sugg | Management | For | For |
| 1.8 | Elect Director Kevin S. McCarthy | Management | For | For |
| 1.9 | Elect Director Ben C. Rodgers | Management | For | For |
| 1.10 | Elect Director D. Mark Leland | Management | For | For |
| 1.11 | Elect Director Deborah L. Byers | 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 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| KOSMOS ENERGY LTD.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: KOS
SECURITY ID: 500688106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Andrew G. Inglis | Management | For | For |
| 1B | Elect Director Maria Moraeus Hanssen | Management | 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 |
| LIBERTY ENERGY INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: LBRT
SECURITY ID: 53115L104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Simon Ayat | Management | For | For |
| 1.2 | Elect Director Gale A. Norton | Management | For | For |
| 1.3 | Elect Director Cary D. Steinbeck | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MAGNOLIA OIL & GAS CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MGY
SECURITY ID: 559663109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher G. Stavros | Management | For | For |
| 1b | Elect Director Arcilia C. Acosta | Management | For | For |
| 1c | Elect Director Angela M. Busch | Management | For | For |
| 1d | Elect Director Edward P. Djerejian | Management | For | For |
| 1e | Elect Director James R. Larson | Management | For | For |
| 1f | Elect Director Dan F. Smith | Management | For | For |
| 1g | Elect Director John B. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| MARATHON OIL CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: MRO
SECURITY ID: 565849106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chadwick C. Deaton | Management | For | For |
| 1b | Elect Director Marcela E. Donadio | Management | For | For |
| 1c | Elect Director M. Elise Hyland | Management | For | For |
| 1d | Elect Director Holli C. Ladhani | Management | For | For |
| 1e | Elect Director Mark A. McCollum | Management | For | For |
| 1f | Elect Director Brent J. Smolik | Management | For | For |
| 1g | Elect Director Lee M. Tillman | Management | For | For |
| 1h | Elect Director Shawn D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARATHON PETROLEUM CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: MPC
SECURITY ID: 56585A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Michael Stice | Management | For | For |
| 1.2 | Elect Director John P. Surma | Management | For | For |
| 1.3 | Elect Director Susan Tomasky | Management | For | For |
| 1.4 | Elect Director Toni Townes-Whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Approve Increase in Size of Board | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 8 | Amend Compensation Clawback Policy | Shareholder | Against | Against |
| 9 | Report on Just Transition | Shareholder | Against | Against |
| 10 | Report on Asset Retirement Obligation | Shareholder | Against | Against |
| MATADOR RESOURCES COMPANY
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: MTDR
SECURITY ID: 576485205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Wm. Foran | Management | For | For |
| 1b | Elect Director Reynald A. Baribault | Management | For | For |
| 1c | Elect Director Timothy E. Parker | Management | For | For |
| 1d | Elect Director Shelley F. Appel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| MURPHY OIL CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: MUR
SECURITY ID: 626717102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claiborne P. Deming | Management | For | For |
| 1b | Elect Director Lawrence R. Dickerson | Management | For | For |
| 1c | Elect Director Michelle A. Earley | Management | For | For |
| 1d | Elect Director Roger W. Jenkins | Management | For | For |
| 1e | Elect Director Elisabeth W. Keller | Management | For | For |
| 1f | Elect Director James V. Kelley | Management | For | For |
| 1g | Elect Director R. Madison Murphy | Management | For | For |
| 1h | Elect Director Jeffrey W. Nolan | Management | For | For |
| 1i | Elect Director Robert N. Ryan, Jr. | Management | For | For |
| 1j | Elect Director Laura A. Sugg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| NABORS INDUSTRIES LTD.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: NBR
SECURITY ID: G6359F137
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tanya S. Beder | Management | For | For |
| 1.2 | Elect Director Anthony R. Chase | Management | For | For |
| 1.3 | Elect Director James R. Crane | Management | For | For |
| 1.4 | Elect Director John P. Kotts | Management | For | For |
| 1.5 | Elect Director Michael C. Linn | Management | For | For |
| 1.6 | Elect Director Anthony G. Petrello | Management | For | For |
| 1.7 | Elect Director John Yearwood | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NEW FORTRESS ENERGY INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: NFE
SECURITY ID: 644393100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Mack | Management | For | Withhold |
| 1.2 | Elect Director Katherine E. Wanner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NEXTDECADE CORPORATION
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NEXT
SECURITY ID: 65342K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Belke | Management | For | For |
| 1.2 | Elect Director L. Spencer Wells | Management | For | Against |
| 1.3 | Elect Director Edward Andrew Scoggins, Jr. | Management | For | Against |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| NEXTIER OILFIELD SOLUTIONS INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: NEX
SECURITY ID: 65290C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert W. Drummond | Management | For | For |
| 1b | Elect Director Leslie A. Beyer | Management | For | For |
| 1c | Elect Director Stuart M. Brightman | Management | For | For |
| 1d | Elect Director Gary M. Halverson | Management | For | For |
| 1e | Elect Director Patrick M. Murray | Management | For | For |
| 1f | Elect Director Amy H. Nelson | Management | For | For |
| 1g | Elect Director Melvin G. Riggs | Management | For | For |
| 1h | Elect Director Bernardo J. Rodriguez | Management | For | For |
| 1i | Elect Director Michael Roemer | Management | For | For |
| 1j | Elect Director James C. Stewart | Management | For | For |
| 1k | Elect Director Scott R. Wille | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| NOBLE CORPORATION PLC
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: NE
SECURITY ID: G65431127
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Robert W. Eifler | Management | For | For |
| 2 | Elect Director Claus V. Hemmingsen | Management | For | For |
| 3 | Elect Director Alan J. Hirshberg | Management | For | For |
| 4 | Elect Director Kristin H. Holth | Management | For | For |
| 5 | Elect Director Alastair Maxwell | Management | For | For |
| 6 | Elect Director Ann D. Pickard | Management | For | For |
| 7 | Elect Director Charles M. Sledge | Management | For | For |
| 8 | Ratify PricewaterhouseCoopers LLP (US) as Auditors | Management | For | For |
| 9 | Reappoint PricewaterhouseCoopers LLP (UK) as Auditors | Management | For | For |
| 10 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 12 | Approve Remuneration Report | Management | For | For |
| 13 | Approve Remuneration Policy | Management | For | For |
| 14 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NORTHERN OIL AND GAS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: NOG
SECURITY ID: 665531307
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bahram Akradi | Management | For | For |
| 1.2 | Elect Director Lisa Bromiley | Management | For | For |
| 1.3 | Elect Director Roy "Ernie" Easley | Management | For | For |
| 1.4 | Elect Director Michael Frantz | Management | For | For |
| 1.5 | Elect Director William Kimble | Management | For | For |
| 1.6 | Elect Director Jack King | Management | For | For |
| 1.7 | Elect Director Stuart Lasher | Management | For | For |
| 1.8 | Elect Director Jennifer Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NOV INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOV
SECURITY ID: 62955J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Clay C. Williams | Management | For | For |
| 1b | Elect Director Greg L. Armstrong | Management | For | For |
| 1c | Elect Director Marcela E. Donadio | Management | For | For |
| 1d | Elect Director Ben A. Guill | Management | For | For |
| 1e | Elect Director David D. Harrison | Management | For | For |
| 1f | Elect Director Eric L. Mattson | Management | For | For |
| 1g | Elect Director William R. Thomas | Management | For | For |
| 1h | Elect Director Robert S. Welborn | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Liability of Certain Officers | Management | For | For |
| OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: OXY
SECURITY ID: 674599105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OCEANEERING INTERNATIONAL, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: OII
SECURITY ID: 675232102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William B. Berry | Management | For | For |
| 1b | Elect Director Jon Erik Reinhardsen | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OIL STATES INTERNATIONAL, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: OIS
SECURITY ID: 678026105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lawrence R. Dickerson | Management | For | For |
| 1.2 | Elect Director Cindy B. Taylor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for the Limitation of Liability of Certain Officers in Limited Circumstances | Management | For | For |
| ONEOK, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: OKE
SECURITY ID: 682680103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian L. Derksen | Management | For | For |
| 1.2 | Elect Director Julie H. Edwards | Management | For | For |
| 1.3 | Elect Director Mark W. Helderman | Management | For | For |
| 1.4 | Elect Director Randall J. Larson | Management | For | For |
| 1.5 | Elect Director Steven J. Malcolm | Management | For | For |
| 1.6 | Elect Director Jim W. Mogg | Management | For | For |
| 1.7 | Elect Director Pattye L. Moore | Management | For | For |
| 1.8 | Elect Director Pierce H. Norton, II | Management | For | For |
| 1.9 | Elect Director Eduardo A. Rodriguez | Management | For | For |
| 1.10 | Elect Director Gerald D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OVINTIV INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: OVV
SECURITY ID: 69047Q102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A.Dea | Management | For | For |
| 1b | Elect Director Meg A. Gentle | Management | For | For |
| 1c | Elect Director Ralph Izzo | Management | For | For |
| 1d | Elect Director Howard J. Mayson | Management | For | For |
| 1e | Elect Director Brendan M. McCracken | Management | For | For |
| 1f | Elect Director Lee A. McIntire | Management | For | For |
| 1g | Elect Director Katherine L. Minyard | Management | For | For |
| 1h | Elect Director Steven W. Nance | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director George L. Pita | Management | For | For |
| 1k | Elect Director Thomas G. Ricks | Management | For | For |
| 1l | Elect Director Brian G. Shaw | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PAR PACIFIC HOLDINGS, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PARR
SECURITY ID: 69888T207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Silberman | Management | For | For |
| 1.2 | Elect Director Melvyn Klein | Management | For | Withhold |
| 1.3 | Elect Director Curtis Anastasio | Management | For | For |
| 1.4 | Elect Director Anthony R. Chase | Management | For | For |
| 1.5 | Elect Director Timothy Clossey | Management | For | For |
| 1.6 | Elect Director Philip S. Davidson | Management | For | For |
| 1.7 | Elect Director Walter Dods | Management | For | Withhold |
| 1.8 | Elect Director Katherine Hatcher | Management | For | Withhold |
| 1.9 | Elect Director William Monteleone | Management | For | For |
| 1.10 | Elect Director William Pate | Management | For | For |
| 1.11 | Elect Director Aaron Zell | 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 Qualified Employee Stock Purchase Plan | Management | For | For |
| PATTERSON-UTI ENERGY, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: PTEN
SECURITY ID: 703481101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tiffany (TJ) Thom Cepak | Management | For | For |
| 1.2 | Elect Director Michael W. Conlon | Management | For | For |
| 1.3 | Elect Director William Andrew Hendricks, Jr. | Management | For | For |
| 1.4 | Elect Director Curtis W. Huff | Management | For | For |
| 1.5 | Elect Director Terry H. Hunt | Management | For | For |
| 1.6 | Elect Director Cesar Jaime | Management | For | For |
| 1.7 | Elect Director Janeen S. Judah | Management | For | For |
| 1.8 | Elect Director Julie J. Robertson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PBF ENERGY INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PBF
SECURITY ID: 69318G106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Nimbley | Management | For | For |
| 1b | Elect Director Spencer Abraham | Management | For | For |
| 1c | Elect Director Wayne Budd | Management | For | For |
| 1d | Elect Director Paul J. Donahue, Jr. | Management | For | For |
| 1e | Elect Director S. Eugene Edwards | Management | For | For |
| 1f | Elect Director Georganne Hodges | Management | For | For |
| 1g | Elect Director Kimberly S. Lubel | Management | For | Against |
| 1h | Elect Director George E. Ogden | Management | For | For |
| 1i | Elect Director Damian W. Wilmot | Management | For | For |
| 1j | Elect Director Lawrence Ziemba | 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 |
| PDC ENERGY, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PDCE
SECURITY ID: 69327R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barton R. Brookman | Management | For | For |
| 1.2 | Elect Director Pamela R. Butcher | Management | For | For |
| 1.3 | Elect Director Mark E. Ellis | Management | For | For |
| 1.4 | Elect Director Paul J. Korus | Management | For | For |
| 1.5 | Elect Director Lynn A. Peterson | Management | For | For |
| 1.6 | Elect Director Carlos A. Sabater | Management | For | For |
| 1.7 | Elect Director Diana L. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PEABODY ENERGY CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BTU
SECURITY ID: 704551100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bob Malone | Management | For | For |
| 1b | Elect Director Samantha B. Algaze | Management | For | For |
| 1c | Elect Director Andrea E. Bertone | Management | For | Against |
| 1d | Elect Director William H. Champion | Management | For | For |
| 1e | Elect Director Nicholas J. Chirekos | Management | For | For |
| 1f | Elect Director Stephen E. Gorman | Management | For | For |
| 1g | Elect Director James C. Grech | Management | For | For |
| 1h | Elect Director Joe W. Laymon | Management | For | For |
| 1i | Elect Director David J. Miller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PERMIAN RESOURCES CORP.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: PR
SECURITY ID: 71424F105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maire A. Baldwin | Management | For | For |
| 1.2 | Elect Director Aron Marquez | Management | For | For |
| 1.3 | Elect Director Robert M. Tichio | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PHILLIPS 66
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: PSX
SECURITY ID: 718546104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory J. Hayes | Management | For | For |
| 1b | Elect Director Charles M. Holley | Management | For | For |
| 1c | Elect Director Denise R. Singleton | Management | For | For |
| 1d | Elect Director Glenn F. Tilton | Management | For | For |
| 1e | Elect Director Marna C. Whittington | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Publish Audited Report on Impacts of a Significant Reduction in Virgin Plastic Demand | Shareholder | Against | Against |
| PIONEER NATURAL RESOURCES COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PXD
SECURITY ID: 723787107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Richard P. Dealy | Management | For | For |
| 1e | Elect Director Maria S. Dreyfus | Management | For | For |
| 1f | Elect Director Matthew M. Gallagher | Management | For | For |
| 1g | Elect Director Phillip A. Gobe | Management | For | For |
| 1h | Elect Director Stacy P. Methvin | Management | For | For |
| 1i | Elect Director Royce W. Mitchell | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | For |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PLAINS GP HOLDINGS, L.P.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PAGP
SECURITY ID: 72651A207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Willie Chiang | Management | For | For |
| 1.2 | Elect Director Ellen R. DeSanctis | Management | For | For |
| 1.3 | Elect Director Alexandra D. Pruner | Management | For | For |
| 1.4 | Elect Director Lawrence M. Ziemba | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PROFRAC HOLDING CORP.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ACDC
SECURITY ID: 74319N100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Theresa Glebocki | Management | For | For |
| 1.2 | Elect Director Gerald Haddock | Management | For | For |
| 1.3 | Elect Director Sergei Krylov | Management | For | For |
| 1.4 | Elect Director Stacy Nieuwoudt | Management | For | For |
| 1.5 | Elect Director James C. 'Coy' Randle, Jr. | Management | For | For |
| 1.6 | Elect Director Matthew D. Wilks | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| PROPETRO HOLDING CORP.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: PUMP
SECURITY ID: 74347M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Samuel D. Sledge | Management | For | For |
| 1.2 | Elect Director Phillip A. Gobe | Management | For | For |
| 1.3 | Elect Director Spencer D. Armour, III | Management | For | For |
| 1.4 | Elect Director Mark S. Berg | Management | For | For |
| 1.5 | Elect Director Anthony J. Best | Management | For | For |
| 1.6 | Elect Director Michele Vion | Management | For | For |
| 1.7 | Elect Director Mary P. Ricciardello | Management | For | For |
| 1.8 | Elect Director G. Larry Lawrence | Management | For | For |
| 1.9 | Elect Director Jack B. Moore | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| RANGE RESOURCES CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: RRC
SECURITY ID: 75281A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda A. Cline | Management | For | For |
| 1b | Elect Director Margaret K. Dorman | Management | For | For |
| 1c | Elect Director James M. Funk | Management | For | For |
| 1d | Elect Director Steve D. Gray | Management | For | For |
| 1e | Elect Director Greg G. Maxwell | Management | For | For |
| 1f | Elect Director Reginal W. Spiller | Management | For | For |
| 1g | Elect Director Dennis L. Degner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RANGER OIL CORPORATION
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: ROCC
SECURITY ID: 70788V102
|
||||
| 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 |
| REX AMERICAN RESOURCES CORPORATION
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: REX
SECURITY ID: 761624105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stuart A. Rose | Management | For | For |
| 1.2 | Elect Director Zafar A. Rizvi | Management | For | For |
| 1.3 | Elect Director Edward M. Kress | Management | For | For |
| 1.4 | Elect Director David S. Harris | Management | For | Against |
| 1.5 | Elect Director Charles A. Elcan | Management | For | Against |
| 1.6 | Elect Director Mervyn L. Alphonso | Management | For | Against |
| 1.7 | Elect Director Lee I. Fisher | Management | For | For |
| 1.8 | Elect Director Anne C. MacMillan | Management | For | For |
| 1.9 | Elect Director Cheryl L. Bustos | 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 |
| RPC, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RES
SECURITY ID: 749660106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerry W. Nix | Management | For | Withhold |
| 1.2 | Elect Director Patrick J. Gunning | Management | For | For |
| 1.3 | Elect Director Ben M. Palmer | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| SANDRIDGE ENERGY, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: SD
SECURITY ID: 80007P869
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaffrey "Jay" A. Firestone | Management | For | For |
| 1b | Elect Director Jonathan Frates | Management | For | Against |
| 1c | Elect Director John "Jack" Lipinski | Management | For | For |
| 1d | Elect Director Randolph C. Read | Management | For | For |
| 1e | Elect Director Nancy Dunlap | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SCHLUMBERGER N.V.
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: SLB
SECURITY ID: 806857108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Coleman | Management | For | For |
| 1.2 | Elect Director Patrick de La Chevardiere | Management | For | For |
| 1.3 | Elect Director Miguel Galuccio | Management | For | For |
| 1.4 | Elect Director Olivier Le Peuch | Management | For | For |
| 1.5 | Elect Director Samuel Leupold | Management | For | For |
| 1.6 | Elect Director Tatiana Mitrova | Management | For | For |
| 1.7 | Elect Director Maria Moraeus Hanssen | Management | For | For |
| 1.8 | Elect Director Vanitha Narayanan | Management | For | For |
| 1.9 | Elect Director Mark Papa | Management | For | For |
| 1.10 | Elect Director Jeff Sheets | Management | For | For |
| 1.11 | Elect Director Ulrich Spiesshofer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt and Approve Financials and Dividends | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SELECT ENERGY SERVICES, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: WTTR
SECURITY ID: 81617J301
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gayle L. Burleson | Management | For | For |
| 1b | Elect Director Richard A. Burnett | Management | For | For |
| 1c | Elect Director Luis Fernandez-Moreno | Management | For | For |
| 1d | Elect Director Robin H. Fielder | Management | For | For |
| 1e | Elect Director John D. Schmitz | Management | For | For |
| 1f | Elect Director Troy W. Thacker | Management | For | For |
| 1g | Elect Director Douglas J. Wall | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 4 | Change Company Name to Select Water Solutions, Inc. | Management | For | For |
| SILVERBOW RESOURCES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: SBOW
SECURITY ID: 82836G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Duginski | Management | For | Withhold |
| 1.2 | Elect Director Christoph O. Majeske | Management | For | For |
| 1.3 | Elect Director Jennifer M. Grigsby | Management | For | For |
| 1.4 | Elect Director Kathleen McAllister | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| SITIO ROYALTIES CORP.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: STR
SECURITY ID: 82983N108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Noam Lockshin | Management | For | For |
| 1b | Elect Director Christopher L. Conoscenti | Management | For | For |
| 1c | Elect Director Morris R. Clark | Management | For | For |
| 1d | Elect Director Alice E. Gould | Management | For | For |
| 1e | Elect Director Claire R. Harvey | Management | For | For |
| 1f | Elect Director Gayle L. Burleson | Management | For | For |
| 1g | Elect Director Jon-Al Duplantier | Management | For | For |
| 1h | Elect Director Richard K. Stoneburner | Management | For | For |
| 1i | Elect Director John R. (J.R.) Sult | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SM ENERGY COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SM
SECURITY ID: 78454L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carla J. Bailo | Management | For | For |
| 1.2 | Elect Director Stephen R. Brand | Management | For | For |
| 1.3 | Elect Director Ramiro G. Peru | Management | For | For |
| 1.4 | Elect Director Anita M. Powers | Management | For | For |
| 1.5 | Elect Director Julio M. Quintana | Management | For | For |
| 1.6 | Elect Director Rose M. Robeson | Management | For | For |
| 1.7 | Elect Director William D. Sullivan | Management | For | For |
| 1.8 | Elect Director Herbert S. Vogel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| SOUTHWESTERN ENERGY COMPANY
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SWN
SECURITY ID: 845467109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John D. Gass | Management | For | For |
| 1b | Elect Director S.P. "Chip" Johnson, IV | Management | For | For |
| 1c | Elect Director Catherine A. Kehr | Management | For | For |
| 1d | Elect Director Greg D. Kerley | Management | For | For |
| 1e | Elect Director Jon A. Marshall | Management | For | For |
| 1f | Elect Director Patrick M. Prevost | Management | For | For |
| 1g | Elect Director Anne Taylor | Management | For | For |
| 1h | Elect Director Denis J. Walsh, III | Management | For | For |
| 1i | Elect Director William J. Way | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | Management | For | For |
| 6 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| TALOS ENERGY INC.
MEETING DATE: FEB 08, 2023 |
||||
|
TICKER: TALO
SECURITY ID: 87484T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2A | Declassify the Board of Directors | Management | For | For |
| 2B | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 2C | Eliminate Supermajority Vote Requirements to Amend Bylaws | Management | For | For |
| 2D | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 2E | Amend Charter to Effect the Foregoing Proposals 2A-2D | Management | For | For |
| 3 | Amend Bylaws | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| TALOS ENERGY INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TALO
SECURITY ID: 87484T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy S. Duncan | Management | For | For |
| 1.2 | Elect Director John "Brad" Juneau | Management | For | For |
| 1.3 | Elect Director Donald R. Kendall, Jr. | Management | For | For |
| 1.4 | Elect Director Shandell Szabo | Management | For | For |
| 1.5 | Elect Director Richard Sherrill | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TARGA RESOURCES CORP.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: TRGP
SECURITY ID: 87612G101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul W. Chung | Management | For | Against |
| 1.2 | Elect Director Charles R. Crisp | Management | For | For |
| 1.3 | Elect Director Laura C. Fulton | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain | Shareholder | Against | For |
| TECHNIPFMC PLC
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: FTI
SECURITY ID: G87110105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas J. Pferdehirt | Management | For | For |
| 1b | Elect Director Claire S. Farley | Management | For | For |
| 1c | Elect Director Eleazar de Carvalho Filho | Management | For | For |
| 1d | Elect Director Robert G. Gwin | Management | For | For |
| 1e | Elect Director John O'Leary | Management | For | For |
| 1f | Elect Director Margareth Ovrum | Management | For | For |
| 1g | Elect Director Kay G. Priestly | Management | For | For |
| 1h | Elect Director John Yearwood | Management | For | For |
| 1i | Elect Director Sophie Zurquiyah | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Directors' Remuneration Report | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Ratify PwC as Auditors | Management | For | For |
| 6 | Reappoint PwC as U.K. Statutory Auditor | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| TELLURIAN INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: TELL
SECURITY ID: 87968A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean P. Abiteboul | Management | For | For |
| 1b | Elect Director Diana Derycz-Kessler | Management | For | For |
| 1c | Elect Director Dillon J. Ferguson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TETRA TECHNOLOGIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TTI
SECURITY ID: 88162F105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark E. Baldwin | Management | For | For |
| 1.2 | Elect Director Thomas R. Bates, Jr. | Management | For | For |
| 1.3 | Elect Director Christian A. Garcia | Management | For | For |
| 1.4 | Elect Director John F. Glick | Management | For | For |
| 1.5 | Elect Director Gina A. Luna | Management | For | For |
| 1.6 | Elect Director Brady M. Murphy | Management | For | For |
| 1.7 | Elect Director Sharon B. McGee | Management | For | For |
| 1.8 | Elect Director Shawn D. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 7 | Provide Right to Call Special Meeting | Management | For | For |
| 8 | Amend Certificate of Incorporation | Management | For | For |
| 9 | Adopt NOL Rights Plan (NOL Pill) | Management | For | For |
| 10 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 11 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| TEXAS PACIFIC LAND CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TPL
SECURITY ID: 88262P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rhys J. Best | Management | For | For |
| 1b | Elect Director Donald G. Cook | Management | For | For |
| 1c | Elect Director Donna E. Epps | Management | For | For |
| 1d | Elect Director Eric L. Oliver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| 7 | Employ Advisors In Connection with Evaluation of Potential Spinoff | Shareholder | Against | Against |
| 8 | Release All Remaining Obligations of the Stockholders' Agreement | Shareholder | Against | Against |
| 9 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 10 | Require a Majority Vote Standard for the Election of Directors with Mandatory Resignation Policy | Shareholder | Against | Against |
| THE WILLIAMS COMPANIES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WMB
SECURITY ID: 969457100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan S. Armstrong | Management | For | For |
| 1.2 | Elect Director Stephen W. Bergstrom | Management | For | For |
| 1.3 | Elect Director Michael A. Creel | Management | For | For |
| 1.4 | Elect Director Stacey H. Dore | Management | For | For |
| 1.5 | Elect Director Carri A. Lockhart | Management | For | For |
| 1.6 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.7 | Elect Director Peter A. Ragauss | Management | For | For |
| 1.8 | Elect Director Rose M. Robeson | Management | For | For |
| 1.9 | Elect Director Scott D. Sheffield | Management | For | For |
| 1.10 | Elect Director Murray D. Smith | Management | For | For |
| 1.11 | Elect Director William H. Spence | Management | For | For |
| 1.12 | Elect Director Jesse J. Tyson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TIDEWATER INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: TDW
SECURITY ID: 88642R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darron M. Anderson | Management | For | For |
| 1b | Elect Director Melissa Cougle | Management | For | For |
| 1c | Elect Director Dick H. Fagerstal | Management | For | For |
| 1d | Elect Director Quintin V. Kneen | Management | For | For |
| 1e | Elect Director Louis A. Raspino | Management | For | For |
| 1f | Elect Director Robert E. Robotti | Management | For | For |
| 1g | Elect Director Kenneth H. Traub | Management | For | For |
| 1h | Elect Director Lois K. Zabrocky | 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: MAY 11, 2023 |
||||
|
TICKER: RIG
SECURITY ID: H8817H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Transfer of Free Capital Reserves to Statutory Capital Reserves | Management | For | For |
| 2A | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2B | Approve Remuneration Report | Management | For | For |
| 3 | Approve Discharge of Board and Senior Management | Management | For | For |
| 4 | Approve Treatment of Net Loss | Management | For | For |
| 5 | Approve the Renewal of Authorized Share Capital with Partial Exclusion of Preemptive Rights | Management | For | For |
| 6A | Elect Director Glyn A. Barker | Management | For | For |
| 6B | Elect Director Vanessa C.L. Chang | Management | For | For |
| 6C | Elect Director Frederico F. Curado | Management | For | For |
| 6D | Elect Director Chadwick C. Deaton | Management | For | For |
| 6E | Elect Director Domenic J. "Nick" Dell'Osso, Jr. | Management | For | For |
| 6F | Elect Director Vincent J. Intrieri | Management | For | For |
| 6G | Elect Director Samuel J. Merksamer | Management | For | For |
| 6H | Elect Director Frederik W. Mohn | Management | For | For |
| 6I | Elect Director Edward R. Muller | Management | For | For |
| 6J | Elect Director Margareth Ovrum | Management | For | For |
| 6K | Elect Director Jeremy D. Thigpen | Management | For | For |
| 7 | Elect Chadwick C. Deaton as Board Chairman | Management | For | For |
| 8A | Appoint Glyn A. Barker as Member of the Compensation Committee | Management | For | For |
| 8B | Appoint Vanessa C.L. Chang as Member of the Compensation Committee | Management | For | For |
| 8C | Appoint Samuel J. Merksamer as Member of the Compensation Committee | Management | For | For |
| 9 | Re-elect Schweiger Advokatur/Notariat as Independent Proxy | Management | For | For |
| 10 | Appointment Of Ernst & Young LLP as Independent Registered Public Accounting Firm for Fiscal Year 2023 and Reelection of Ernst & Young Ltd, Zurich as the Company's Auditor for a Further One-Year Term | Management | For | For |
| 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 12 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 13A | Approve Maximum Remuneration of Board of Directors for the Period Between the 2023 and 2024 Annual General Meeting in the Amount of USD 4.12 Million | Management | For | For |
| 13B | Approve Maximum Remuneration of the Executive Management Team for Fiscal Year 2024 in the Amount of USD 26 Million | Management | For | For |
| 14A | Amend Omnibus Stock Plan | Management | For | For |
| 14B | Amend Omnibus Stock Plan | Management | For | For |
| 15 | Amend Articles of Association | Management | For | For |
| 16 | Other Business | Management | For | Against |
| U.S. SILICA HOLDINGS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: SLCA
SECURITY ID: 90346E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter C. Bernard | Management | For | For |
| 1b | Elect Director Diane K. Duren | Management | For | For |
| 1c | Elect Director William J. Kacal | Management | For | For |
| 1d | Elect Director Sandra R. Rogers | Management | For | For |
| 1e | Elect Director Charles W. Shaver | Management | For | For |
| 1f | Elect Director Bryan A. Shinn | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| URANIUM ENERGY CORP.
MEETING DATE: JUL 21, 2022 |
||||
|
TICKER: UEC
SECURITY ID: 916896103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amir Adnani | Management | For | For |
| 1.2 | Elect Director Spencer Abraham | Management | For | For |
| 1.3 | Elect Director David Kong | Management | For | For |
| 1.4 | Elect Director Vincent Della Volpe | Management | For | For |
| 1.5 | Elect Director Ganpat Mani | Management | For | For |
| 1.6 | Elect Director Gloria Ballesta | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VAALCO ENERGY, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EGY
SECURITY ID: 91851C201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew L. Fawthrop | Management | For | Withhold |
| 1.2 | Elect Director George W. M. Maxwell | Management | For | For |
| 1.3 | Elect Director Edward LaFehr | Management | For | For |
| 1.4 | Elect Director Fabrice Nze-Bekale | Management | For | For |
| 1.5 | Elect Director Cathy Stubbs | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VALARIS LIMITED
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: VAL
SECURITY ID: G9460G101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anton Dibowitz | Management | For | For |
| 1b | Elect Director Dick Fagerstal | Management | For | For |
| 1c | Elect Director Joseph Goldschmid | Management | For | For |
| 1d | Elect Director Catherine J. Hughes | Management | For | For |
| 1e | Elect Director Kristian Johansen | Management | For | For |
| 1f | Elect Director Elizabeth D. Leykum | Management | For | For |
| 1g | Elect Director Deepak Munganahalli | Management | For | For |
| 1h | Elect Director James W. Swent, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers'Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| VALERO ENERGY CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: VLO
SECURITY ID: 91913Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred M. Diaz | Management | For | For |
| 1b | Elect Director H. Paulett Eberhart | Management | For | For |
| 1c | Elect Director Marie A. Ffolkes | Management | For | For |
| 1d | Elect Director Joseph W. Gorder | Management | For | For |
| 1e | Elect Director Kimberly S. Greene | Management | For | For |
| 1f | Elect Director Deborah P. Majoras | Management | For | For |
| 1g | Elect Director Eric D. Mullins | Management | For | For |
| 1h | Elect Director Donald L. Nickles | Management | For | For |
| 1i | Elect Director Robert A. Profusek | Management | For | For |
| 1j | Elect Director Randall J. Weisenburger | Management | For | For |
| 1k | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Shareholder | Against | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VERTEX ENERGY, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: VTNR
SECURITY ID: 92534K107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Benjamin P. Cowart | Management | For | For |
| 1.2 | Elect Director Dan Borgen | Management | For | Withhold |
| 1.3 | Elect Director Karen Maston | Management | For | For |
| 1.4 | Elect Director Christopher Stratton | Management | For | Withhold |
| 1.5 | Elect Director Timothy C. Harvey | Management | For | For |
| 1.6 | Elect Director Odeh Khoury | Management | For | For |
| 2 | Ratify Ham, Langston & Brezina, L.L.P. as Auditors | Management | For | For |
| 3 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| VITAL ENERGY, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: VTLE
SECURITY ID: 516806205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edmund P. Segner, III | Management | For | For |
| 1.2 | Elect Director Craig M. Jarchow | Management | For | For |
| 1.3 | Elect Director Jason Pigott | Management | For | For |
| 1.4 | Elect Director Shihab Kuran | Management | For | For |
| 1.5 | Elect Director John Driver | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation | Management | For | For |
| W&T OFFSHORE, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: WTI
SECURITY ID: 92922P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Virginia Boulet | Management | For | Withhold |
| 1b | Elect Director Daniel O. Conwill, IV | Management | For | Withhold |
| 1c | Elect Director Tracy W. Krohn | Management | For | For |
| 1d | Elect Director B. Frank Stanley | Management | For | Withhold |
| 1e | Elect Director Nancy Chang | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Amend Bylaws | Management | For | For |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 25% | Management | For | For |
| 9 | Provide Right to Act by Written Consent | Management | For | For |
| 10 | Approve Omnibus Stock Plan | Management | For | For |
| WEATHERFORD INTERNATIONAL PLC
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: WFRD
SECURITY ID: G48833118
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin C. Duster, IV | Management | For | For |
| 1b | Elect Director Neal P. Goldman | Management | For | For |
| 1c | Elect Director Jacqueline C. Mutschler | Management | For | For |
| 1d | Elect Director Girishchandra K. Saligram | Management | For | For |
| 1e | Elect Director Charles M. Sledge | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WORLD FUEL SERVICES CORPORATION
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: INT
SECURITY ID: 981475106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Change Company Name to World Kinect Corporation | Management | For | For |
| 2.1 | Elect Director Michael J. Kasbar | Management | For | For |
| 2.2 | Elect Director Ken Bakshi | Management | For | For |
| 2.3 | Elect Director Jorge L. Benitez | Management | For | For |
| 2.4 | Elect Director Sharda Cherwoo | Management | For | For |
| 2.5 | Elect Director Richard A. Kassar | Management | For | Withhold |
| 2.6 | Elect Director John L. Manley | Management | For | For |
| 2.7 | Elect Director Stephen K. Roddenberry | Management | For | Withhold |
| 2.8 | Elect Director Jill B. Smart | Management | For | For |
| 2.9 | Elect Director Paul H. Stebbins | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI FINANCIALS INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 1ST SOURCE CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: SRCE
SECURITY ID: 336901103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrea G. Short | Management | For | For |
| 1b | Elect Director Christopher J. Murphy, III | Management | For | For |
| 1c | Elect Director Timothy K. Ozark | Management | For | For |
| 1d | Elect Director Todd F. Schurz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| A-MARK PRECIOUS METALS, INC.
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: AMRK
SECURITY ID: 00181T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey D. Benjamin | Management | For | For |
| 1.2 | Elect Director Ellis Landau | Management | For | For |
| 1.3 | Elect Director Beverley Lepine | Management | For | For |
| 1.4 | Elect Director Carol Meltzer | Management | For | For |
| 1.5 | Elect Director John (Jay) U. Moorhead | Management | For | For |
| 1.6 | Elect Director Jess M. Ravich | Management | For | For |
| 1.7 | Elect Director Gregory N. Roberts | Management | For | For |
| 1.8 | Elect Director Monique Sanchez | Management | For | For |
| 1.9 | Elect Director Kendall Saville | Management | For | For |
| 1.10 | Elect Director Michael R. Wittmeyer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| AFFILIATED MANAGERS GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: AMG
SECURITY ID: 008252108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen L. Alvingham | Management | For | For |
| 1b | Elect Director Tracy A. Atkinson | Management | For | For |
| 1c | Elect Director Dwight D. Churchill | Management | For | For |
| 1d | Elect Director Jay C. Horgen | Management | For | For |
| 1e | Elect Director Reuben Jeffery, III | Management | For | For |
| 1f | Elect Director Felix V. Matos Rodriguez | Management | For | For |
| 1g | Elect Director Tracy P. Palandjian | Management | For | For |
| 1h | Elect Director David C. Ryan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AFLAC INCORPORATED
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: AFL
SECURITY ID: 001055102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Miwako Hosoda | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| AGNC INVESTMENT CORP.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: AGNC
SECURITY ID: 00123Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna J. Blank | Management | For | For |
| 1b | Elect Director Morris A. Davis | Management | For | For |
| 1c | Elect Director Peter J. Federico | Management | For | For |
| 1d | Elect Director John D. Fisk | Management | For | For |
| 1e | Elect Director Andrew A. Johnson, Jr. | Management | For | For |
| 1f | Elect Director Gary D. Kain | Management | For | For |
| 1g | Elect Director Prue B. Larocca | Management | For | For |
| 1h | Elect Director Paul E. Mullings | Management | For | For |
| 1i | Elect Director Frances R. Spark | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5a | Eliminate Supermajority Vote Requirement to Amend Certain Provisions of Certificate of Incorporation | Management | For | For |
| 5b | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 5c | Eliminate Supermajority Vote Requirement to Remove Directors | Management | For | For |
| ALLY FINANCIAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ALLY
SECURITY ID: 02005N100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Franklin W. Hobbs | Management | For | For |
| 1b | Elect Director Kenneth J. Bacon | Management | For | For |
| 1c | Elect Director William H. Cary | Management | For | For |
| 1d | Elect Director Mayree C. Clark | Management | For | For |
| 1e | Elect Director Kim S. Fennebresque | Management | For | For |
| 1f | Elect Director Melissa Goldman | Management | For | For |
| 1g | Elect Director Marjorie Magner | Management | For | For |
| 1h | Elect Director David Reilly | Management | For | For |
| 1i | Elect Director Brian H. Sharples | Management | For | For |
| 1j | Elect Director Michael F. Steib | Management | For | For |
| 1k | Elect Director Jeffrey J. Brown | 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 |
| AMALGAMATED FINANCIAL CORP.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMAL
SECURITY ID: 022671101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynne P. Fox | Management | For | For |
| 1b | Elect Director Priscilla Sims Brown | Management | For | For |
| 1c | Elect Director Maryann Bruce | Management | For | For |
| 1d | Elect Director Mark A. Finser | Management | For | For |
| 1e | Elect Director Darrell Jackson | Management | For | For |
| 1f | Elect Director Julie Kelly | Management | For | For |
| 1g | Elect Director JoAnn Lilek | Management | For | For |
| 1h | Elect Director John McDonagh | Management | For | For |
| 1i | Elect Director Meredith Miller | Management | For | For |
| 1j | Elect Director Robert G. Romasco | Management | For | For |
| 1k | Elect Director Edgar Romney, Sr. | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Approve Restricted Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMBAC FINANCIAL GROUP, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: AMBC
SECURITY ID: 023139884
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian D. Haft | Management | For | For |
| 1b | Elect Director Lisa G. Iglesias | Management | For | For |
| 1c | Elect Director Joan Lamm-Tennant | Management | For | For |
| 1d | Elect Director Claude LeBlanc | Management | For | For |
| 1e | Elect Director Kristi A. Matus | Management | For | For |
| 1f | Elect Director Michael D. Price | Management | For | For |
| 1g | Elect Director Jeffrey S. Stein | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMERANT BANCORP INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: AMTB
SECURITY ID: 023576101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerald P. Plush | Management | For | For |
| 1.2 | Elect Director Pamella J. Dana | Management | For | For |
| 1.3 | Elect Director Miguel A. Capriles L. | Management | For | For |
| 1.4 | Elect Director Samantha Holroyd | Management | For | For |
| 1.5 | Elect Director Erin D. Knight | Management | For | For |
| 1.6 | Elect Director Gustavo Marturet M. | Management | For | For |
| 1.7 | Elect Director John A. Quelch | Management | For | For |
| 1.8 | Elect Director John W. Quill | Management | For | For |
| 1.9 | Elect Director Ashaki Rucker | Management | For | For |
| 1.10 | Elect Director Oscar Suarez | Management | For | For |
| 1.11 | Elect Director Millar Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: AEL
SECURITY ID: 025676206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joyce A. Chapman | Management | For | Withhold |
| 1.2 | Elect Director Michael E. Hayes | Management | For | For |
| 1.3 | Elect Director Robert L. Howe | Management | For | For |
| 1.4 | Elect Director William R. Kunkel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| AMERICAN EXPRESS COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: AXP
SECURITY ID: 025816109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Baltimore | Management | For | Against |
| 1b | Elect Director John J. Brennan | Management | For | For |
| 1c | Elect Director Peter Chernin | Management | For | For |
| 1d | Elect Director Walter J. Clayton, III | Management | For | For |
| 1e | Elect Director Ralph de la Vega | Management | For | For |
| 1f | Elect Director Theodore J. Leonsis | Management | For | For |
| 1g | Elect Director Deborah P. Majoras | Management | For | For |
| 1h | Elect Director Karen L. Parkhill | Management | For | For |
| 1i | Elect Director Charles E. Phillips | Management | For | For |
| 1j | Elect Director Lynn A. Pike | Management | For | For |
| 1k | Elect Director Stephen J. Squeri | Management | For | For |
| 1l | Elect Director Daniel L. Vasella | Management | For | For |
| 1m | Elect Director Lisa W. Wardell | Management | For | For |
| 1n | Elect Director Christopher D. Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| AMERICAN FINANCIAL GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AFG
SECURITY ID: 025932104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl H. Lindner, III | Management | For | For |
| 1.2 | Elect Director S. Craig Lindner | Management | For | For |
| 1.3 | Elect Director John B. Berding | Management | For | For |
| 1.4 | Elect Director James E. Evans | Management | For | For |
| 1.5 | Elect Director Terry S. Jacobs | Management | For | For |
| 1.6 | Elect Director Gregory G. Joseph | Management | For | For |
| 1.7 | Elect Director Mary Beth Martin | Management | For | For |
| 1.8 | Elect Director Amy Y. Murray | Management | For | For |
| 1.9 | Elect Director Evans N. Nwankwo | Management | For | For |
| 1.10 | Elect Director William W. Verity | Management | For | For |
| 1.11 | Elect Director John I. Von Lehman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN INTERNATIONAL GROUP, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: AIG
SECURITY ID: 026874784
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paola Bergamaschi | Management | For | For |
| 1b | Elect Director James Cole, Jr. | Management | For | For |
| 1c | Elect Director W. Don Cornwell | Management | For | For |
| 1d | Elect Director Linda A. Mills | Management | For | For |
| 1e | Elect Director Diana M. Murphy | Management | For | For |
| 1f | Elect Director Peter R. Porrino | Management | For | For |
| 1g | Elect Director John G. Rice | Management | For | For |
| 1h | Elect Director Therese M. Vaughan | Management | For | For |
| 1i | Elect Director Vanessa A. Wittman | Management | For | For |
| 1j | Elect Director Peter Zaffino | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| AMERIPRISE FINANCIAL, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: AMP
SECURITY ID: 03076C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1c | Elect Director Dianne Neal Blixt | Management | For | For |
| 1d | Elect Director Amy DiGeso | Management | For | For |
| 1e | Elect Director Christopher J. Williams | Management | For | For |
| 1f | Elect Director Armando Pimentel, Jr. | Management | For | For |
| 1g | Elect Director Brian T. Shea | Management | For | For |
| 1h | Elect Director W. Edward Walter, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMERIS BANCORP
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: ABCB
SECURITY ID: 03076K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William I. Bowen, Jr. | Management | For | For |
| 1.2 | Elect Director Rodney D. Bullard | Management | For | For |
| 1.3 | Elect Director Wm. Millard Choate | Management | For | For |
| 1.4 | Elect Director R. Dale Ezzell | Management | For | For |
| 1.5 | Elect Director Leo J. Hill | Management | For | For |
| 1.6 | Elect Director Daniel B. Jeter | Management | For | For |
| 1.7 | Elect Director Robert P. Lynch | Management | For | For |
| 1.8 | Elect Director Elizabeth A. McCague | Management | For | For |
| 1.9 | Elect Director James B. Miller, Jr. | Management | For | For |
| 1.10 | Elect Director Gloria A. O'Neal | Management | For | For |
| 1.11 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.12 | Elect Director William H. Stern | Management | For | For |
| 1.13 | Elect Director Jimmy D. Veal | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERISAFE, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: AMSF
SECURITY ID: 03071H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Brown | Management | For | For |
| 1.2 | Elect Director G. Janelle Frost | Management | For | For |
| 1.3 | Elect Director Sean M. Traynor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANNALY CAPITAL MANAGEMENT, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NLY
SECURITY ID: 035710839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francine J. Bovich | Management | For | For |
| 1b | Elect Director David L. Finkelstein | Management | For | For |
| 1c | Elect Director Thomas Hamilton | Management | For | For |
| 1d | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1e | Elect Director Michael Haylon | Management | For | For |
| 1f | Elect Director Martin Laguerre | Management | For | For |
| 1g | Elect Director Eric A. Reeves | Management | For | For |
| 1h | Elect Director John H. Schaefer | Management | For | For |
| 1i | Elect Director Glenn A. Votek | Management | For | For |
| 1j | Elect Director Vicki Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Reduce Authorized Common Stock | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| AON PLC
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: AON
SECURITY ID: G0403H108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.8 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.9 | Elect Director Gloria Santona | Management | For | For |
| 1.10 | Elect Director Sarah E. Smith | Management | For | For |
| 1.11 | Elect Director Byron O. Spruell | Management | For | For |
| 1.12 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Amend Omnibus Plan | Management | For | For |
| APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ARI
SECURITY ID: 03762U105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Biderman | Management | For | For |
| 1.2 | Elect Director Pamela G. Carlton | Management | For | For |
| 1.3 | Elect Director Brenna Haysom | Management | For | For |
| 1.4 | Elect Director Robert A. Kasdin | Management | For | For |
| 1.5 | Elect Director Katherine G. Newman | Management | For | For |
| 1.6 | Elect Director Eric L. Press | Management | For | For |
| 1.7 | Elect Director Scott S. Prince | Management | For | For |
| 1.8 | Elect Director Stuart A. Rothstein | Management | For | For |
| 1.9 | Elect Director Michael E. Salvati | Management | For | For |
| 1.10 | Elect Director Carmencita N.M. Whonder | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| APOLLO GLOBAL MANAGEMENT, INC.
MEETING DATE: OCT 07, 2022 |
||||
|
TICKER: APO
SECURITY ID: 03769M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marc A. Beilinson | Management | For | For |
| 1.2 | Elect Director James R. Belardi | Management | For | For |
| 1.3 | Elect Director Jessica Bibliowicz | Management | For | For |
| 1.4 | Elect Director Walter (Jay) Clayton, III | Management | For | For |
| 1.5 | Elect Director Michael Ducey | Management | For | For |
| 1.6 | Elect Director Richard Emerson | Management | For | For |
| 1.7 | Elect Director Kerry Murphy Healey | Management | For | For |
| 1.8 | Elect Director Mitra Hormozi | Management | For | For |
| 1.9 | Elect Director Pamela Joyner | Management | For | For |
| 1.10 | Elect Director Scott Kleinman | Management | For | For |
| 1.11 | Elect Director A.B. Krongard | Management | For | Withhold |
| 1.12 | Elect Director Pauline Richards | Management | For | For |
| 1.13 | Elect Director Marc Rowan | Management | For | For |
| 1.14 | Elect Director David Simon | Management | For | For |
| 1.15 | Elect Director Lynn Swann | Management | For | For |
| 1.16 | Elect Director James Zelter | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ARBOR REALTY TRUST, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ABR
SECURITY ID: 038923108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ivan Kaufman | Management | For | For |
| 1b | Elect Director Melvin F. Lazar | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| ARCH CAPITAL GROUP LTD.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ACGL
SECURITY ID: G0450A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis Ebong | Management | For | For |
| 1b | Elect Director Eileen Mallesch | Management | For | For |
| 1c | Elect Director Louis J. Paglia | Management | For | For |
| 1d | Elect Director Brian S. Posner | Management | For | For |
| 1e | Elect Director John D. Vollaro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6a | Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6b | Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6c | Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6d | Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6e | Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6f | Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6g | Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6h | Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6i | Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6j | Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6k | Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6l | Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| ARES COMMERCIAL REAL ESTATE CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ACRE
SECURITY ID: 04013V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William S. Benjamin | Management | For | For |
| 1.2 | Elect Director Caroline E. Blakely | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARES MANAGEMENT CORPORATION
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: ARES
SECURITY ID: 03990B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Arougheti | Management | For | For |
| 1b | Elect Director Ashish Bhutani | Management | For | For |
| 1c | Elect Director Antoinette Bush | Management | For | For |
| 1d | Elect Director R. Kipp deVeer | Management | For | For |
| 1e | Elect Director Paul G. Joubert | Management | For | For |
| 1f | Elect Director David B. Kaplan | Management | For | For |
| 1g | Elect Director Michael Lynton | Management | For | For |
| 1h | Elect Director Eileen Naughton | Management | For | For |
| 1i | Elect Director Judy D. Olian | Management | For | For |
| 1j | Elect Director Antony P. Ressler | Management | For | For |
| 1k | Elect Director Bennett Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| ARGO GROUP INTERNATIONAL HOLDINGS, LTD.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: ARGO
SECURITY ID: G0464B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (Blue Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 7 Directors | ||||
| 1A | Elect Management Nominee Director Bernard C. Bailey | Management | For | For |
| 1B | Elect Management Nominee Director Thomas A. Bradley | Management | For | For |
| 1C | Elect Management Nominee Director Dymphna A. Lehane | Management | For | For |
| 1D | Elect Management Nominee Director Samuel G. Liss | Management | For | For |
| 1E | Elect Management Nominee Director Carol A. McFate | Management | For | For |
| 1F | Elect Management Nominee Director J. Daniel Plants | Management | For | For |
| 1G | Elect Management Nominee Director Al-Noor Ramji | Management | For | For |
| 1H | Elect Dissident Nominee Director Ronald D. Bobman | Shareholder | Against | Withhold |
| 1I | Elect Dissident Nominee Director David W. Michelson | Shareholder | Against | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 7 Directors | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Nominees | ||||
| 1a | Elect Dissident Nominee Director Ronald D. Bobman | Shareholder | For | Did Not Vote |
| 1b | Elect Dissident Nominee Director David W. Michelson | Shareholder | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Company Nominees Acceptable to the Dissident | ||||
| 1a.1 | Elect Management Nominee Director Thomas A. Bradley | Management | For | Did Not Vote |
| 1b.1 | Elect Management Nominee Director Dymphna A. Lehane | Management | For | Did Not Vote |
| 1c.1 | Elect Management Nominee Director Samuel G. Liss | Management | For | Did Not Vote |
| 1d.1 | Elect Management Nominee Director Carol A. McFate | Management | For | Did Not Vote |
| 1e.1 | Elect Management Nominee Director J. Daniel Plants | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Company Nominees Opposed by the Dissident | ||||
| 1a.2 | Elect Management Nominee Director Bernard C. Bailey | Management | Against | Did Not Vote |
| 1b.2 | Elect Management Nominee Director Al-Noor Ramji | Management | Against | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | None | Did Not Vote |
| 3 | Ratify KPMG LLP as Auditors | Management | None | Did Not Vote |
| ARGO GROUP INTERNATIONAL HOLDINGS, LTD.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: ARGO
SECURITY ID: G0464B107
|
||||
| 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 |
| ARMOUR RESIDENTIAL REIT, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ARR
SECURITY ID: 042315507
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Z. Jamie Behar | Management | For | For |
| 1b | Elect Director Marc H. Bell | Management | For | For |
| 1c | Elect Director Carolyn Downey | Management | For | For |
| 1d | Elect Director Thomas K. Guba | Management | For | For |
| 1e | Elect Director Robert C. Hain | Management | For | For |
| 1f | Elect Director John "Jack" P. Hollihan, III | Management | For | For |
| 1g | Elect Director Stewart J. Paperin | Management | For | For |
| 1h | Elect Director Daniel C. Staton | Management | For | For |
| 1i | Elect Director Scott J. Ulm | Management | For | For |
| 1j | Elect Director Jeffrey J. Zimmer | 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 |
| ARROW FINANCIAL CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AROW
SECURITY ID: 042744102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark L. Behan | Management | For | Withhold |
| 1.2 | Elect Director Gregory J. Champion | Management | For | Withhold |
| 1.3 | Elect Director Elizabeth A. Miller | Management | For | Withhold |
| 1.4 | Elect Director William L. Owens | Management | For | Withhold |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| ARTHUR J. GALLAGHER & CO.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: AJG
SECURITY ID: 363576109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| ARTISAN PARTNERS ASSET MANAGEMENT INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: APAM
SECURITY ID: 04316A108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer A. Barbetta | Management | For | For |
| 1.2 | Elect Director Matthew R. Barger | Management | For | For |
| 1.3 | Elect Director Eric R. Colson | Management | For | For |
| 1.4 | Elect Director Tench Coxe | Management | For | For |
| 1.5 | Elect Director Stephanie G. DiMarco | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1.7 | Elect Director Saloni S. Multani | Management | For | For |
| 1.8 | Elect Director Andrew A. Ziegler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ASSETMARK FINANCIAL HOLDINGS, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: AMK
SECURITY ID: 04546L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rohit Bhagat | Management | For | For |
| 1.2 | Elect Director Bryan Lin | Management | For | For |
| 1.3 | Elect Director Lei Wang | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Update the Exculpation Provision | Management | For | For |
| ASSOCIATED BANC-CORP
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ASB
SECURITY ID: 045487105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Jay Gerken | Management | For | For |
| 1.2 | Elect Director Judith P. Greffin | Management | For | For |
| 1.3 | Elect Director Michael J. Haddad | Management | For | For |
| 1.4 | Elect Director Andrew J. Harmening | Management | For | For |
| 1.5 | Elect Director Robert A. Jeffe | Management | For | For |
| 1.6 | Elect Director Eileen A. Kamerick | Management | For | For |
| 1.7 | Elect Director Gale E. Klappa | Management | For | For |
| 1.8 | Elect Director Cory L. Nettles | Management | For | For |
| 1.9 | Elect Director Karen T. van Lith | Management | For | For |
| 1.10 | Elect Director John (Jay) B. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ASSURANT, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AIZ
SECURITY ID: 04621X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine D. Rosen | Management | For | For |
| 1b | Elect Director Paget L. Alves | Management | For | For |
| 1c | Elect Director Rajiv Basu | Management | For | For |
| 1d | Elect Director J. Braxton Carter | Management | For | For |
| 1e | Elect Director Juan N. Cento | Management | For | For |
| 1f | Elect Director Keith W. Demmings | Management | For | For |
| 1g | Elect Director Harriet Edelman | Management | For | For |
| 1h | Elect Director Sari Granat | Management | For | For |
| 1i | Elect Director Lawrence V. Jackson | Management | For | For |
| 1j | Elect Director Debra J. Perry | Management | For | For |
| 1k | Elect Director Ognjen (Ogi) Redzic | Management | For | For |
| 1l | Elect Director Paul J. Reilly | Management | For | For |
| 1m | Elect Director Robert W. Stein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ASSURED GUARANTY LTD.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: AGO
SECURITY ID: G0585R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francisco L. Borges | Management | For | For |
| 1b | Elect Director G. Lawrence Buhl | Management | For | For |
| 1c | Elect Director Dominic J. Frederico | Management | For | For |
| 1d | Elect Director Bonnie L. Howard | Management | For | For |
| 1e | Elect Director Thomas W. Jones | Management | For | For |
| 1f | Elect Director Patrick W. Kenny | Management | For | For |
| 1g | Elect Director Alan J. Kreczko | Management | For | For |
| 1h | Elect Director Simon W. Leathes | Management | For | For |
| 1i | Elect Director Yukiko Omura | Management | For | For |
| 1j | Elect Director Lorin P.T. Radtke | Management | For | For |
| 1k | Elect Director Courtney C. Shea | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6aa | Elect Robert A. Bailenson as Director of Assured Guaranty Re Ltd. | Management | For | For |
| 6ab | Elect Gary Burnet as Director of Assured Guaranty Re Ltd. | Management | For | For |
| 6ac | Elect Ling Chow as Director of Assured Guaranty Re Ltd. | Management | For | For |
| 6ad | Elect Stephen Donnarumma as Director of Assured Guaranty Re Ltd. | Management | For | For |
| 6ae | Elect Dominic J. Frederico as Director of Assured Guaranty Re Ltd. | Management | For | For |
| 6af | Elect Darrin Futter as Director of Assured Guaranty Re Ltd. | Management | For | For |
| 6ag | Elect Jorge A. Gana as Director of Assured Guaranty Re Ltd. | Management | For | For |
| 6ah | Elect Holly L. Horn as Director of Assured Guaranty Re Ltd. | Management | For | For |
| 6ai | Elect Walter A. Scott as Director of Assured Guaranty Re Ltd. | Management | For | For |
| 6B | Ratify PricewaterhouseCoopers LLP as Auditor of Assured Guaranty Re Ltd. | Management | For | For |
| ATLANTIC UNION BANKSHARES CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: AUB
SECURITY ID: 04911A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Asbury | Management | For | For |
| 1.2 | Elect Director Patrick E. Corbin | Management | For | For |
| 1.3 | Elect Director Heather M. Cox | Management | For | For |
| 1.4 | Elect Director Rilla S. Delorier | Management | For | For |
| 1.5 | Elect Director Frank Russell Ellett | Management | For | For |
| 1.6 | Elect Director Patrick J. McCann | Management | For | For |
| 1.7 | Elect Director Thomas P. Rohman | Management | For | For |
| 1.8 | Elect Director Linda V. Schreiner | Management | For | For |
| 1.9 | Elect Director Thomas G. Snead, Jr | Management | For | For |
| 1.10 | Elect Director Ronald L. Tillett | Management | For | For |
| 1.11 | Elect Director Keith L. Wampler | Management | For | For |
| 1.12 | Elect Director F. Blair Wimbush | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ATLANTICUS HOLDINGS CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ATLC
SECURITY ID: 04914Y102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David G. Hanna | Management | For | For |
| 1.2 | Elect Director Denise M. Harrod | Management | For | For |
| 1.3 | Elect Director Jeffrey A. Howard | Management | For | For |
| 1.4 | Elect Director Deal W. Hudson | Management | For | For |
| 1.5 | Elect Director Dennis H. James, Jr. | Management | For | Withhold |
| 1.6 | Elect Director Joann G. Jones | Management | For | Withhold |
| 1.7 | Elect Director Mack F. Mattingly | Management | For | Withhold |
| AVANTAX, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: AVTA
SECURITY ID: 095229100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Georganne C. Proctor | Management | For | For |
| 1.2 | Elect Director Mark A. Ernst | Management | For | For |
| 1.3 | Elect Director E. Carol Hayles | Management | For | For |
| 1.4 | Elect Director Kanayalal A. Kotecha | Management | For | For |
| 1.5 | Elect Director J. Richard Leaman, III | Management | For | For |
| 1.6 | Elect Director Tina Perry | Management | For | For |
| 1.7 | Elect Director Karthik Rao | Management | For | For |
| 1.8 | Elect Director Jana R. Schreuder | Management | For | For |
| 1.9 | Elect Director Christopher W. Walters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Charter to Permit the Exculpation of Officers Consistent with Changes to Delaware General Corporation Law | Management | For | For |
| AXIS CAPITAL HOLDINGS LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: AXS
SECURITY ID: G0692U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Marston Becker | Management | For | For |
| 1.2 | Elect Director Michael Millegan | Management | For | For |
| 1.3 | Elect Director Thomas C. Ramey | Management | For | For |
| 1.4 | Elect Director Lizabeth H. Zlatkus | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Approve Deloitte Ltd., Hamilton, Bermuda as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AXOS FINANCIAL, INC.
MEETING DATE: NOV 10, 2022 |
||||
|
TICKER: AX
SECURITY ID: 05465C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James S. Argalas | Management | For | For |
| 1.2 | Elect Director Stefani D. Carter | Management | For | For |
| 1.3 | Elect Director James J. Court | Management | For | For |
| 1.4 | Elect Director Roque A. Santi | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| B. RILEY FINANCIAL, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: RILY
SECURITY ID: 05580M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bryant R. Riley | Management | For | For |
| 1.2 | Elect Director Thomas J. Kelleher | Management | For | For |
| 1.3 | Elect Director Robert L. Antin | Management | For | For |
| 1.4 | Elect Director Tammy Brandt | Management | For | For |
| 1.5 | Elect Director Robert D'Agostino | Management | For | For |
| 1.6 | Elect Director Renee E. LaBran | Management | For | For |
| 1.7 | Elect Director Randall E. Paulson | Management | For | For |
| 1.8 | Elect Director Michael J. Sheldon | Management | For | For |
| 1.9 | Elect Director Mimi K. Walters | Management | For | For |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| BANC OF CALIFORNIA, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: BANC
SECURITY ID: 05990K106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James A. "Conan" Barker | Management | For | For |
| 1b | Elect Director Mary A. Curran | Management | For | For |
| 1c | Elect Director Shannon F. Eusey | Management | For | For |
| 1d | Elect Director Bonnie G. Hill | Management | For | For |
| 1e | Elect Director Denis P. Kalscheur | Management | For | For |
| 1f | Elect Director Richard J. Lashley | Management | For | For |
| 1g | Elect Director Joseph J. Rice | Management | For | For |
| 1h | Elect Director Vania E. Schlogel | Management | For | For |
| 1i | Elect Director Jonah F. Schnel | Management | For | For |
| 1j | Elect Director Robert D. Sznewajs | Management | For | For |
| 1k | Elect Director Andrew Thau | Management | For | For |
| 1l | Elect Director Jared M. Wolff | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BANCFIRST CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: BANF
SECURITY ID: 05945F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis L. Brand | Management | For | For |
| 1.2 | Elect Director F. Ford Drummond | Management | For | For |
| 1.3 | Elect Director Joseph Ford | Management | For | For |
| 1.4 | Elect Director Joe R. Goyne | Management | For | For |
| 1.5 | Elect Director David R. Harlow | Management | For | For |
| 1.6 | Elect Director William O. Johnstone | Management | For | For |
| 1.7 | Elect Director Mautra Staley Jones | Management | For | For |
| 1.8 | Elect Director Bill G. Lance | Management | For | For |
| 1.9 | Elect Director Dave R. Lopez | Management | For | For |
| 1.10 | Elect Director William Scott Martin | Management | For | For |
| 1.11 | Elect Director Tom H. McCasland, III | Management | For | For |
| 1.12 | Elect Director David E. Rainbolt | Management | For | For |
| 1.13 | Elect Director Robin Roberson | Management | For | For |
| 1.14 | Elect Director Darryl W. Schmidt | Management | For | For |
| 1.15 | Elect Director Natalie Shirley | Management | For | For |
| 1.16 | Elect Director Michael K. Wallace | Management | For | For |
| 1.17 | Elect Director Gregory G. Wedel | Management | For | For |
| 1.18 | Elect Director G. Rainey Williams, Jr. | Management | For | For |
| 2 | Approve Restricted Stock Plan | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK FIRST CORPORATION
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: BFC
SECURITY ID: 06211J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen E. Johnson | Management | For | For |
| 1.2 | Elect Director Timothy J. McFarlane | Management | For | For |
| 1.3 | Elect Director David R. Sachse | Management | For | For |
| 2 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 3 | Other Business | Management | For | Against |
| BANK OF AMERICA CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BAC
SECURITY ID: 060505104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BANK OF HAWAII CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: BOH
SECURITY ID: 062540109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director S. Haunani Apoliona | Management | For | For |
| 1.2 | Elect Director Mark A. Burak | Management | For | For |
| 1.3 | Elect Director John C. Erickson | Management | For | For |
| 1.4 | Elect Director Joshua D. Feldman | Management | For | For |
| 1.5 | Elect Director Peter S. Ho | Management | For | For |
| 1.6 | Elect Director Michelle E. Hulst | Management | For | For |
| 1.7 | Elect Director Kent T. Lucien | Management | For | For |
| 1.8 | Elect Director Elliot K. Mills | Management | For | For |
| 1.9 | Elect Director Alicia E. Moy | Management | For | For |
| 1.10 | Elect Director Victor K. Nichols | Management | For | For |
| 1.11 | Elect Director Barbara J. Tanabe | Management | For | For |
| 1.12 | Elect Director Dana M. Tokioka | Management | For | For |
| 1.13 | Elect Director Raymond P. Vara, Jr. | Management | For | For |
| 1.14 | Elect Director Robert W. Wo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BANK OF MARIN BANCORP
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: BMRC
SECURITY ID: 063425102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicolas C. Anderson | Management | For | For |
| 1.2 | Elect Director Russell A. Colombo | Management | For | For |
| 1.3 | Elect Director Charles D. Fite | Management | For | For |
| 1.4 | Elect Director James C. Hale | Management | For | For |
| 1.5 | Elect Director Robert Heller | Management | For | For |
| 1.6 | Elect Director Kevin R. Kennedy | Management | For | For |
| 1.7 | Elect Director William H. McDevitt | Management | For | For |
| 1.8 | Elect Director Timothy D. Myers | Management | For | For |
| 1.9 | Elect Director Sanjiv S. Sanghvi | Management | For | For |
| 1.10 | Elect Director Joel Sklar | Management | For | For |
| 1.11 | Elect Director Brian M. Sobel | Management | For | For |
| 1.12 | Elect Director Secil Tabli Watson | 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 Moss Adams LLP as Auditors | Management | For | For |
| BANK OZK
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: OZK
SECURITY ID: 06417N103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicholas Brown | Management | For | For |
| 1b | Elect Director Paula Cholmondeley | Management | For | For |
| 1c | Elect Director Beverly Cole | Management | For | For |
| 1d | Elect Director Robert East | Management | For | For |
| 1e | Elect Director Kathleen Franklin | Management | For | For |
| 1f | Elect Director Jeffrey Gearhart | Management | For | For |
| 1g | Elect Director George Gleason | Management | For | For |
| 1h | Elect Director Peter Kenny | Management | For | For |
| 1i | Elect Director William A. Koefoed, Jr. | Management | For | For |
| 1j | Elect Director Elizabeth Musico | Management | For | For |
| 1k | Elect Director Christopher Orndorff | Management | For | For |
| 1l | Elect Director Steven Sadoff | Management | For | For |
| 1m | Elect Director Ross Whipple | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers Llp as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BANKUNITED, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BKU
SECURITY ID: 06652K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rajinder P. Singh | Management | For | For |
| 1.2 | Elect Director Tere Blanca | Management | For | For |
| 1.3 | Elect Director John N. DiGiacomo | Management | For | For |
| 1.4 | Elect Director Michael J. Dowling | Management | For | For |
| 1.5 | Elect Director Douglas J. Pauls | Management | For | For |
| 1.6 | Elect Director A. Gail Prudenti | Management | For | For |
| 1.7 | Elect Director William S. Rubenstein | Management | For | For |
| 1.8 | Elect Director Germaine Smith-Baugh | Management | For | For |
| 1.9 | Elect Director Sanjiv Sobti | Management | For | For |
| 1.10 | Elect Director Lynne Wines | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| BANNER CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: BANR
SECURITY ID: 06652V208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Margot J. Copeland | Management | For | For |
| 1.2 | Elect Director Mark J. Grescovich | Management | For | For |
| 1.3 | Elect Director David A. Klaue | Management | For | For |
| 1.4 | Elect Director Paul J. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| BAR HARBOR BANKSHARES
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: BHB
SECURITY ID: 066849100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daina H. Belair | Management | For | For |
| 1b | Elect Director Matthew L. Caras | Management | For | For |
| 1c | Elect Director David M. Colter | Management | For | For |
| 1d | Elect Director Martha T. Dudman | Management | For | For |
| 1e | Elect Director Lauri E. Fernald | Management | For | For |
| 1f | Elect Director Debra B. Miller | Management | For | For |
| 1g | Elect Director Brendan J. O'Halloran | Management | For | For |
| 1h | Elect Director Brian D. Shaw | Management | For | For |
| 1i | Elect Director Curtis C. Simard | Management | For | For |
| 1j | Elect Director Kenneth E. Smith | Management | For | For |
| 1k | Elect Director Scott G. Toothaker | Management | For | For |
| 1l | Elect Director David B. Woodside | 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 RSM US LLP as Auditors | Management | For | For |
| BERKSHIRE HATHAWAY INC.
MEETING DATE: MAY 06, 2023 |
||||
|
TICKER: BRK.B
SECURITY ID: 084670702
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | For |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | For |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.11 | Elect Director Ajit Jain | Management | For | For |
| 1.12 | Elect Director Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Report on Physical and Transitional Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 5 | Report on Audit Committee's Oversight on Climate Risks and Disclosures | Shareholder | Against | Against |
| 6 | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Shareholder | Against | For |
| 7 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BERKSHIRE HILLS BANCORP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: BHLB
SECURITY ID: 084680107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Baye Adofo-Wilson | Management | For | For |
| 1.2 | Elect Director David M. Brunelle | Management | For | For |
| 1.3 | Elect Director Nina A. Charnley | Management | For | For |
| 1.4 | Elect Director Mihir A. Desai | Management | For | For |
| 1.5 | Elect Director William H. Hughes, III | Management | For | For |
| 1.6 | Elect Director Jeffrey W. Kip | Management | For | For |
| 1.7 | Elect Director Sylvia Maxfield | Management | For | For |
| 1.8 | Elect Director Nitin J. Mhatre | Management | For | For |
| 1.9 | Elect Director Laurie Norton Moffatt | Management | For | For |
| 1.10 | Elect Director Karyn Polito | Management | For | For |
| 1.11 | Elect Director Eric S. Rosengren | Management | For | For |
| 1.12 | Elect Director Michael A. Zaitzeff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BGC PARTNERS, INC.
MEETING DATE: DEC 30, 2022 |
||||
|
TICKER: BGCP
SECURITY ID: 05541T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Howard W. Lutnick | Management | For | For |
| 1.2 | Elect Director David P. Richards | Management | For | For |
| 1.3 | Elect Director Arthur U. Mbanefo | Management | For | For |
| 1.4 | Elect Director Linda A. Bell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BGC PARTNERS, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: BGCP
SECURITY ID: 05541T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Plan of Conversion | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3a | Increase Authorized Class A Common Stock | Management | For | For |
| 3b | Increase Authorized Class B Common Stock | Management | For | For |
| 3c | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3d | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | For |
| BLACKROCK, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: BLK
SECURITY ID: 09247X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director William E. Ford | Management | For | For |
| 1e | Elect Director Fabrizio Freda | Management | For | For |
| 1f | Elect Director Murry S. Gerber | Management | For | For |
| 1g | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1h | Elect Director Robert S. Kapito | Management | For | For |
| 1i | Elect Director Cheryl D. Mills | Management | For | For |
| 1j | Elect Director Gordon M. Nixon | Management | For | For |
| 1k | Elect Director Kristin C. Peck | Management | For | For |
| 1l | Elect Director Charles H. Robbins | Management | For | For |
| 1m | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1n | Elect Director Hans E. Vestberg | Management | For | For |
| 1o | Elect Director Susan L. Wagner | Management | For | For |
| 1p | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Report on Ability to Engineer Decarbonization in the Real Economy | Shareholder | Against | Against |
| 7 | Report on Societal Impacts of Aerospace & Defense Industry ETF | Shareholder | Against | Against |
| BLACKSTONE MORTGAGE TRUST, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: BXMT
SECURITY ID: 09257W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael B. Nash | Management | For | For |
| 1.2 | Elect Director Katharine A. Keenan | Management | For | For |
| 1.3 | Elect Director Leonard W. Cotton | Management | For | For |
| 1.4 | Elect Director Thomas E. Dobrowski | Management | For | For |
| 1.5 | Elect Director Timothy Johnson | Management | For | For |
| 1.6 | Elect Director Nnenna Lynch | Management | For | For |
| 1.7 | Elect Director Henry N. Nassau | Management | For | For |
| 1.8 | Elect Director Gilda Perez-Alvarado | Management | For | For |
| 1.9 | Elect Director Jonathan L. Pollack | Management | For | For |
| 1.10 | Elect Director Lynne B. Sagalyn | 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 |
| BLUE OWL CAPITAL, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: OWL
SECURITY ID: 09581B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claudia Holz | Management | For | Against |
| 1b | Elect Director Marc S. Lipschultz | Management | For | For |
| 1c | Elect Director Michael D. Rees | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| BOK FINANCIAL CORP
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BOKF
SECURITY ID: 05561Q201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan S. Armstrong | Management | For | For |
| 1.2 | Elect Director Steven Bangert | Management | For | For |
| 1.3 | Elect Director Chester E. Cadieux, III | Management | For | Withhold |
| 1.4 | Elect Director John W. Coffey | Management | For | Withhold |
| 1.5 | Elect Director Joseph W. Craft, III | Management | For | For |
| 1.6 | Elect Director David F. Griffin | Management | For | For |
| 1.7 | Elect Director V. Burns Hargis | Management | For | For |
| 1.8 | Elect Director Douglas D. Hawthorne | Management | For | Withhold |
| 1.9 | Elect Director Kimberley D. Henry | Management | For | For |
| 1.10 | Elect Director E. Carey Joullian, IV | Management | For | Withhold |
| 1.11 | Elect Director George B. Kaiser | Management | For | Withhold |
| 1.12 | Elect Director Stacy C. Kymes | Management | For | For |
| 1.13 | Elect Director Stanley A. Lybarger | Management | For | Withhold |
| 1.14 | Elect Director Steven J. Malcolm | Management | For | For |
| 1.15 | Elect Director E.C. Richards | Management | For | For |
| 1.16 | Elect Director Claudia San Pedro | Management | For | For |
| 1.17 | Elect Director Peggy I. Simmons | Management | For | Withhold |
| 1.18 | Elect Director Michael C. Turpen | Management | For | For |
| 1.19 | Elect Director Rose M. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| BREAD FINANCIAL HOLDINGS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BFH
SECURITY ID: 018581108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph J. Andretta | Management | For | For |
| 1.2 | Elect Director Roger H. Ballou | Management | For | For |
| 1.3 | Elect Director John C. Gerspach, Jr. | Management | For | For |
| 1.4 | Elect Director Rajesh Natarajan | Management | For | For |
| 1.5 | Elect Director Timothy J. Theriault | Management | For | For |
| 1.6 | Elect Director Laurie A. Tucker | Management | For | For |
| 1.7 | Elect Director Sharen J. Turney | 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 |
| BRIDGEWATER BANCSHARES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BWB
SECURITY ID: 108621103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David B. Juran | Management | For | For |
| 1.2 | Elect Director Thomas P. Trutna | Management | For | For |
| 1.3 | Elect Director Todd B. Urness | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Change Range for Size of the Board | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify RSM US LLP as Auditors | Management | For | For |
| BRIGHTHOUSE FINANCIAL, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: BHF
SECURITY ID: 10922N103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Philip V. (Phil) Bancroft | Management | For | For |
| 1b | Elect Director Irene Chang Britt | Management | For | For |
| 1c | Elect Director C. Edward (Chuck) Chaplin | Management | For | For |
| 1d | Elect Director Stephen C. (Steve) Hooley | Management | For | For |
| 1e | Elect Director Carol D. Juel | Management | For | For |
| 1f | Elect Director Eileen A. Mallesch | Management | For | For |
| 1g | Elect Director Diane E. Offereins | Management | For | For |
| 1h | Elect Director Eric T. Steigerwalt | Management | For | For |
| 1i | Elect Director Paul M. Wetzel | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| BRIGHTSPHERE INVESTMENT GROUP INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: BSIG
SECURITY ID: 10948W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Chersi | Management | For | For |
| 1.2 | Elect Director Andrew Kim | Management | For | For |
| 1.3 | Elect Director John A. Paulson | Management | For | For |
| 1.4 | Elect Director Barbara Trebbi | Management | For | For |
| 1.5 | Elect Director Suren Rana | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BRIGHTSPIRE CAPITAL, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BRSP
SECURITY ID: 10949T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine D. Rice | Management | For | For |
| 1.2 | Elect Director Kim S. Diamond | Management | For | For |
| 1.3 | Elect Director Catherine Long | Management | For | For |
| 1.4 | Elect Director Vernon B. Schwartz | Management | For | For |
| 1.5 | Elect Director John E. Westerfield | Management | For | For |
| 1.6 | Elect Director Michael J. Mazzei | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| BROADMARK REALTY CAPITAL INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: BRMK
SECURITY ID: 11135B100
|
||||
| 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 |
| BROOKLINE BANCORP, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: BRKL
SECURITY ID: 11373M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Margaret Boles Fitzgerald | Management | For | For |
| 1b | Elect Director Bogdan Nowak | Management | For | For |
| 1c | Elect Director Merrill W. Sherman | Management | For | For |
| 1d | Elect Director Peter O. Wilde | 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 |
| BROWN & BROWN, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BRO
SECURITY ID: 115236101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Hyatt Brown | Management | For | For |
| 1.2 | Elect Director J. Powell Brown | Management | For | For |
| 1.3 | Elect Director Lawrence L. Gellerstedt, III | Management | For | For |
| 1.4 | Elect Director James C. Hays | Management | For | For |
| 1.5 | Elect Director Theodore J. Hoepner | Management | For | For |
| 1.6 | Elect Director James S. Hunt | Management | For | For |
| 1.7 | Elect Director Toni Jennings | Management | For | For |
| 1.8 | Elect Director Timothy R.M. Main | Management | For | For |
| 1.9 | Elect Director Jaymin B. Patel | Management | For | For |
| 1.10 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.11 | Elect Director Wendell S. Reilly | Management | For | For |
| 1.12 | Elect Director Chilton D. Varner | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BRP GROUP, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: BRP
SECURITY ID: 05589G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lowry Baldwin | Management | For | For |
| 1.2 | Elect Director Sathish Muthukrishnan | Management | For | For |
| 1.3 | Elect Director Sunita Parasuraman | Management | For | For |
| 1.4 | Elect Director Ellyn Shook | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BYLINE BANCORP, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BY
SECURITY ID: 124411109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roberto R. Herencia | Management | For | For |
| 1.2 | Elect Director Phillip R. Cabrera | Management | For | For |
| 1.3 | Elect Director Antonio del Valle Perochena | Management | For | For |
| 1.4 | Elect Director Mary Jo S. Herseth | Management | For | For |
| 1.5 | Elect Director Margarita Hugues Velez | Management | For | For |
| 1.6 | Elect Director Steven P. Kent | Management | For | For |
| 1.7 | Elect Director William G. Kistner | Management | For | For |
| 1.8 | Elect Director Alberto J. Paracchini | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| CADENCE BANK
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CADE
SECURITY ID: 12740C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deborah M. Cannon | Management | For | For |
| 1.2 | Elect Director Warren A. Hood, Jr. | Management | For | For |
| 1.3 | Elect Director Precious W. Owodunni | Management | For | For |
| 1.4 | Elect Director Thomas R. Stanton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| CAMBRIDGE BANCORP
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: CATC
SECURITY ID: 132152109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christine Fuchs | Management | For | For |
| 1.2 | Elect Director Pamela A. Hamlin | Management | For | For |
| 1.3 | Elect Director Daniel R. Morrison | Management | For | For |
| 1.4 | Elect Director Leon A. Palandjian | Management | For | For |
| 1.5 | Elect Director Laila S. Partridge | Management | For | For |
| 1.6 | Elect Director Jane C. Walsh | Management | For | Withhold |
| 1.7 | Elect Director Andargachew S. Zelleke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Wolf & Company, P.C. LLP as Auditors | Management | For | For |
| CAMDEN NATIONAL CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: CAC
SECURITY ID: 133034108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Declassify the Board of Directors | Management | For | For |
| 1b | Eliminate Supermajority Vote Requirement | Management | For | For |
| 2a | Elect Director Rebecca K. Hatfield | Management | For | For |
| 2b | Elect Director Robert D. Merrill | Management | For | For |
| 2c | Elect Director Robin A. Sawyer | Management | For | For |
| 2d | Elect Director Lawrence J. Sterrs | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify RSM US, LLP as Auditors | Management | For | For |
| CANNAE HOLDINGS, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: CNNE
SECURITY ID: 13765N107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hugh R. Harris | Management | For | For |
| 1.2 | Elect Director C. Malcolm Holland | Management | For | For |
| 1.3 | Elect Director Mark D. Linehan | 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 |
| CAPITAL CITY BANK GROUP, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CCBG
SECURITY ID: 139674105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Antoine | Management | For | For |
| 1.2 | Elect Director Thomas A. Barron | Management | For | For |
| 1.3 | Elect Director William F. Butler | Management | For | For |
| 1.4 | Elect Director Stanley W. Connally, Jr. | Management | For | For |
| 1.5 | Elect Director Marshall M. Criser, III | Management | For | For |
| 1.6 | Elect Director Kimberly Crowell | Management | For | For |
| 1.7 | Elect Director Bonnie Davenport | Management | For | For |
| 1.8 | Elect Director William Eric Grant | Management | For | For |
| 1.9 | Elect Director Laura L. Johnson | Management | For | For |
| 1.10 | Elect Director John G. Sample, Jr. | Management | For | For |
| 1.11 | Elect Director William G. Smith, Jr. | Management | For | For |
| 1.12 | Elect Director Ashbel C. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| CAPITAL ONE FINANCIAL CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: COF
SECURITY ID: 14040H105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard D. Fairbank | Management | For | For |
| 1b | Elect Director Ime Archibong | Management | For | For |
| 1c | Elect Director Christine Detrick | Management | For | For |
| 1d | Elect Director Ann Fritz Hackett | Management | For | For |
| 1e | Elect Director Peter Thomas Killalea | Management | For | For |
| 1f | Elect Director Cornelis "Eli" Leenaars | Management | For | For |
| 1g | Elect Director Francois Locoh-Donou | Management | For | For |
| 1h | Elect Director Peter E. Raskind | Management | For | For |
| 1i | Elect Director Eileen Serra | Management | For | For |
| 1j | Elect Director Mayo A. Shattuck, III | Management | For | For |
| 1k | Elect Director Bradford H. Warner | Management | For | For |
| 1l | Elect Director Craig Anthony Williams | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 8 | Report on Board Oversight of Risks Related to Discrimination | Shareholder | Against | Against |
| 9 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| CAPITOL FEDERAL FINANCIAL, INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: CFFN
SECURITY ID: 14057J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michel' Philipp Cole | Management | For | For |
| 1.2 | Elect Director Jeffrey M. Johnson | Management | For | For |
| 1.3 | Elect Director Michael T. McCoy | 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 |
| CATHAY GENERAL BANCORP
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: CATY
SECURITY ID: 149150104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nelson Chung | Management | For | For |
| 1b | Elect Director Felix S. Fernandez | Management | For | For |
| 1c | Elect Director Maan-Huei Hung | Management | For | For |
| 1d | Elect Director Richard Sun | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| CBOE GLOBAL MARKETS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CBOE
SECURITY ID: 12503M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward T. Tilly | Management | For | For |
| 1b | Elect Director William M. Farrow, III | Management | For | For |
| 1c | Elect Director Edward J. Fitzpatrick | Management | For | For |
| 1d | Elect Director Ivan K. Fong | Management | For | For |
| 1e | Elect Director Janet P. Froetscher | Management | For | For |
| 1f | Elect Director Jill R. Goodman | Management | For | For |
| 1g | Elect Director Alexander J. Matturri, Jr. | Management | For | For |
| 1h | Elect Director Jennifer J. McPeek | Management | For | For |
| 1i | Elect Director Roderick A. Palmore | Management | For | For |
| 1j | Elect Director James E. Parisi | Management | For | For |
| 1k | Elect Director Joseph P. Ratterman | Management | For | For |
| 1l | Elect Director Fredric J. Tomczyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| CENTRAL PACIFIC FINANCIAL CORP.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CPF
SECURITY ID: 154760409
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christine H. H. Camp | Management | For | For |
| 1.2 | Elect Director Earl E. Fry | Management | For | For |
| 1.3 | Elect Director Jason R. Fujimoto | Management | For | For |
| 1.4 | Elect Director Jonathan B. Kindred | Management | For | For |
| 1.5 | Elect Director Paul J. Kosasa | Management | For | For |
| 1.6 | Elect Director Duane K. Kurisu | Management | For | For |
| 1.7 | Elect Director Christopher T. Lutes | Management | For | For |
| 1.8 | Elect Director Arnold D. Martines | Management | For | For |
| 1.9 | Elect Director A. Catherine Ngo | Management | For | For |
| 1.10 | Elect Director Saedene K. Ota | Management | For | For |
| 1.11 | Elect Director Crystal K. Rose | Management | For | For |
| 1.12 | Elect Director Paul K. Yonamine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| CHIMERA INVESTMENT CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: CIM
SECURITY ID: 16934Q208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Abrams | Management | For | For |
| 1b | Elect Director Gerard Creagh | Management | For | For |
| 1c | Elect Director Kevin G. Chavers | Management | For | For |
| 1d | Elect Director Phillip J. Kardis, II | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CHUBB LIMITED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CB
SECURITY ID: H1467J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | For |
| 5.2 | Elect Director Michael P. Connors | Management | For | For |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Nancy K. Buese | Management | For | For |
| 5.6 | Elect Director Sheila P. Burke | Management | For | For |
| 5.7 | Elect Director Michael L. Corbat | Management | For | For |
| 5.8 | Elect Director Robert J. Hugin | Management | For | For |
| 5.9 | Elect Director Robert W. Scully | Management | For | For |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.11 | Elect Director David H. Sidwell | Management | For | For |
| 5.12 | Elect Director Olivier Steimer | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | For |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | For |
| 10.1 | Cancel Repurchased Shares | Management | For | For |
| 10.2 | Reduction of Par Value | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | For |
| 11.3 | Approve Remuneration Report | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CINCINNATI FINANCIAL CORPORATION
MEETING DATE: MAY 06, 2023 |
||||
|
TICKER: CINF
SECURITY ID: 172062101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Aaron | Management | For | For |
| 1.2 | Elect Director Nancy C. Benacci | Management | For | For |
| 1.3 | Elect Director Linda W. Clement-Holmes | Management | For | For |
| 1.4 | Elect Director Dirk J. Debbink | Management | For | For |
| 1.5 | Elect Director Steven J. Johnston | Management | For | For |
| 1.6 | Elect Director Jill P. Meyer | Management | For | For |
| 1.7 | Elect Director David P. Osborn | Management | For | For |
| 1.8 | Elect Director Gretchen W. Schar | Management | For | For |
| 1.9 | Elect Director Charles O. Schiff | Management | For | For |
| 1.10 | Elect Director Douglas S. Skidmore | Management | For | For |
| 1.11 | Elect Director John F. Steele, Jr. | Management | For | For |
| 1.12 | Elect Director Larry R. Webb | Management | For | For |
| 2 | Amend Code of Regulations | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CITIGROUP INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: C
SECURITY ID: 172967424
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ellen M. Costello | Management | For | For |
| 1b | Elect Director Grace E. Dailey | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director John C. Dugan | Management | For | For |
| 1e | Elect Director Jane N. Fraser | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Renee J. James | Management | For | For |
| 1j | Elect Director Gary M. Reiner | Management | For | For |
| 1k | Elect Director Diana L. Taylor | Management | For | For |
| 1l | Elect Director James S. Turley | Management | For | For |
| 1m | Elect Director Casper W. von Koskull | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| CITIZENS FINANCIAL GROUP INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CFG
SECURITY ID: 174610105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce Van Saun | Management | For | For |
| 1.2 | Elect Director Lee Alexander | Management | For | For |
| 1.3 | Elect Director Christine M. Cumming | Management | For | For |
| 1.4 | Elect Director Kevin Cummings | Management | For | For |
| 1.5 | Elect Director William P. Hankowsky | Management | For | For |
| 1.6 | Elect Director Edward J. Kelly, III | Management | For | For |
| 1.7 | Elect Director Robert G. Leary | Management | For | For |
| 1.8 | Elect Director Terrance J. Lillis | Management | For | For |
| 1.9 | Elect Director Michele N. Siekerka | Management | For | For |
| 1.10 | Elect Director Shivan Subramaniam | Management | For | For |
| 1.11 | Elect Director Christopher J. Swift | Management | For | For |
| 1.12 | Elect Director Wendy A. Watson | Management | For | For |
| 1.13 | Elect Director Marita Zuraitis | 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 |
| CITY HOLDING COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CHCO
SECURITY ID: 177835105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert D. Fisher | Management | For | For |
| 1.2 | Elect Director Charles R. Hageboeck | Management | For | For |
| 1.3 | Elect Director Javier A. Reyes | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| CLAROS MORTGAGE TRUST, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CMTG
SECURITY ID: 18270D106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derrick D. Cephas | Management | For | For |
| 1.2 | Elect Director Mary Haggerty | Management | For | For |
| 1.3 | Elect Director Pamela Liebman | Management | For | For |
| 1.4 | Elect Director Richard Mack | Management | For | For |
| 1.5 | Elect Director Michael McGillis | Management | For | For |
| 1.6 | Elect Director Steven L. Richman | Management | For | For |
| 1.7 | Elect Director Andrew Silberstein | Management | For | For |
| 1.8 | Elect Director Vincent Tese | Management | For | For |
| 1.9 | Elect Director W. Edward Walter, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CME GROUP INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CME
SECURITY ID: 12572Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence A. Duffy | Management | For | For |
| 1b | Elect Director Kathryn Benesh | Management | For | For |
| 1c | Elect Director Timothy S. Bitsberger | Management | For | For |
| 1d | Elect Director Charles P. Carey | Management | For | Against |
| 1e | Elect Director Bryan T. Durkin | Management | For | For |
| 1f | Elect Director Harold Ford, Jr. | Management | For | For |
| 1g | Elect Director Martin J. Gepsman | Management | For | For |
| 1h | Elect Director Larry G. Gerdes | Management | For | For |
| 1i | Elect Director Daniel R. Glickman | Management | For | For |
| 1j | Elect Director Daniel G. Kaye | Management | For | For |
| 1k | Elect Director Phyllis M. Lockett | Management | For | For |
| 1l | Elect Director Deborah J. Lucas | Management | For | For |
| 1m | Elect Director Terry L. Savage | Management | For | For |
| 1n | Elect Director Rahael Seifu | Management | For | For |
| 1o | Elect Director William R. Shepard | Management | For | For |
| 1p | Elect Director Howard J. Siegel | Management | For | For |
| 1q | Elect Director Dennis A. Suskind | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CNO FINANCIAL GROUP, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CNO
SECURITY ID: 12621E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary C. Bhojwani | Management | For | For |
| 1b | Elect Director Archie M. Brown | Management | For | For |
| 1c | Elect Director Stephen N. David | Management | For | For |
| 1d | Elect Director David B. Foss | Management | For | For |
| 1e | Elect Director Mary R. (Nina) Henderson | Management | For | For |
| 1f | Elect Director Adrianne B. Lee | Management | For | For |
| 1g | Elect Director Daniel R. Maurer | Management | For | For |
| 1h | Elect Director Chetlur S. Ragavan | Management | For | For |
| 1i | Elect Director Steven E. Shebik | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| COASTAL FINANCIAL CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: CCB
SECURITY ID: 19046P209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rilla R. Delorier | Management | For | For |
| 1.2 | Elect Director Michael R. Patterson | Management | For | For |
| 1.3 | Elect Director Gregory S. Tisdel | Management | For | Withhold |
| 2 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| COHEN & STEERS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CNS
SECURITY ID: 19247A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Cohen | Management | For | For |
| 1b | Elect Director Robert H. Steers | Management | For | For |
| 1c | Elect Director Joseph M. Harvey | Management | For | For |
| 1d | Elect Director Reena Aggarwal | Management | For | For |
| 1e | Elect Director Frank T. Connor | Management | For | For |
| 1f | Elect Director Peter L. Rhein | Management | For | For |
| 1g | Elect Director Richard P. Simon | Management | For | For |
| 1h | Elect Director Dasha Smith | Management | For | For |
| 1i | Elect Director Edmond D. Villani | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COINBASE GLOBAL, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: COIN
SECURITY ID: 19260Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederick Ernest Ehrsam, III | Management | For | Withhold |
| 1.2 | Elect Director Kathryn Haun | Management | For | For |
| 1.3 | Elect Director Kelly A. Kramer | Management | For | For |
| 1.4 | Elect Director Tobias Lutke | Management | For | For |
| 1.5 | Elect Director Gokul Rajaram | Management | For | Withhold |
| 1.6 | Elect Director Fred Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| COLUMBIA BANKING SYSTEM, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: COLB
SECURITY ID: 197236102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cort L. O'Haver | Management | For | For |
| 1b | Elect Director Craig D. Eerkes | Management | For | For |
| 1c | Elect Director Mark A. Finkelstein | Management | For | For |
| 1d | Elect Director Eric S. Forrest | Management | For | For |
| 1e | Elect Director Peggy Y. Fowler | Management | For | For |
| 1f | Elect Director Randal L. Lund | Management | For | For |
| 1g | Elect Director Luis M. Machuca | Management | For | For |
| 1h | Elect Director S. Mae Fujita Numata | Management | For | For |
| 1i | Elect Director Maria M. Pope | Management | For | For |
| 1j | Elect Director John F. Schultz | Management | For | For |
| 1k | Elect Director Elizabeth W. Seaton | Management | For | For |
| 1l | Elect Director Clint E. Stein | Management | For | For |
| 1m | Elect Director Hilliard C. Terry, III | Management | For | For |
| 1n | Elect Director Anddria Varnado | 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 |
| COLUMBIA FINANCIAL, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CLBK
SECURITY ID: 197641103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Massood, Jr. | Management | For | For |
| 1.2 | Elect Director Elizabeth E. Randall | Management | For | For |
| 1.3 | Elect Director Daria S. Torres | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COMERICA INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CMA
SECURITY ID: 200340107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Avila | Management | For | For |
| 1.2 | Elect Director Michael E. Collins | Management | For | For |
| 1.3 | Elect Director Roger A. Cregg | Management | For | For |
| 1.4 | Elect Director Curtis C. Farmer | Management | For | For |
| 1.5 | Elect Director Jacqueline P. Kane | Management | For | For |
| 1.6 | Elect Director Derek J. Kerr | Management | For | For |
| 1.7 | Elect Director Richard G. Lindner | Management | For | For |
| 1.8 | Elect Director Jennifer H. Sampson | Management | For | For |
| 1.9 | Elect Director Barbara R. Smith | Management | For | For |
| 1.10 | Elect Director Robert S. Taubman | Management | For | For |
| 1.11 | Elect Director Reginald M. Turner, Jr. | Management | For | For |
| 1.12 | Elect Director Nina G. Vaca | Management | For | For |
| 1.13 | Elect Director Michael G. Van de Ven | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COMMERCE BANCSHARES, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: CBSH
SECURITY ID: 200525103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Blackford F. Brauer | Management | For | For |
| 1.2 | Elect Director W. Kyle Chapman | Management | For | For |
| 1.3 | Elect Director Karen L. Daniel | Management | For | For |
| 1.4 | Elect Director David W. Kemper | 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 | Increase Authorized Common Stock | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| COMMUNITY BANK SYSTEM, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CBU
SECURITY ID: 203607106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian R. Ace | Management | For | For |
| 1b | Elect Director Mark J. Bolus | Management | For | For |
| 1c | Elect Director Neil E. Fesette | Management | For | For |
| 1d | Elect Director Jeffery J. Knauss | Management | For | For |
| 1e | Elect Director Kerrie D. MacPherson | Management | For | For |
| 1f | Elect Director John Parente | Management | For | For |
| 1g | Elect Director Raymond C. Pecor, III | Management | For | For |
| 1h | Elect Director Susan E. Skerritt | Management | For | For |
| 1i | Elect Director Sally A. Steele | Management | For | For |
| 1j | Elect Director Eric E. Stickels | Management | For | For |
| 1k | Elect Director Mark E. Tryniski | Management | For | For |
| 1l | Elect Director John F. Whipple, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COMMUNITY TRUST BANCORP, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CTBI
SECURITY ID: 204149108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles J. Baird | Management | For | For |
| 1.2 | Elect Director Franklin H. Farris, Jr. | Management | For | For |
| 1.3 | Elect Director Mark A. Gooch | Management | For | For |
| 1.4 | Elect Director Eugenia Crittenden "Crit" Luallen | Management | For | For |
| 1.5 | Elect Director Ina Michelle Matthews | Management | For | For |
| 1.6 | Elect Director James E. McGhee, II | Management | For | For |
| 1.7 | Elect Director Franky Minnifield | Management | For | For |
| 1.8 | Elect Director M. Lynn Parrish | Management | For | For |
| 1.9 | Elect Director Anthony W. St. Charles | Management | For | For |
| 1.10 | Elect Director Chad C. Street | Management | For | For |
| 2 | Ratify FORVIS, 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 |
| COMPASS DIVERSIFIED HOLDINGS
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: CODI
SECURITY ID: 20451Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander S. Bhathal | Management | For | For |
| 1.2 | Elect Director James J. Bottiglieri | Management | For | For |
| 1.3 | Elect Director Gordon M. Burns | Management | For | For |
| 1.4 | Elect Director C. Sean Day | Management | For | For |
| 1.5 | Elect Director Harold S. Edwards | Management | For | For |
| 1.6 | Elect Director Larry L. Enterline | Management | For | For |
| 1.7 | Elect Director Nancy B. Mahon | Management | For | For |
| 1.8 | Elect Director Teri R. Shaffer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CONNECTONE BANCORP, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: CNOB
SECURITY ID: 20786W107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank Sorrentino, III | Management | For | For |
| 1.2 | Elect Director Stephen T. Boswell | Management | For | For |
| 1.3 | Elect Director Frank W. Baier | Management | For | For |
| 1.4 | Elect Director Frank Huttle, III | Management | For | For |
| 1.5 | Elect Director Michael Kempner | Management | For | For |
| 1.6 | Elect Director Elizabeth Magennis | Management | For | For |
| 1.7 | Elect Director Nicholas Minoia | Management | For | For |
| 1.8 | Elect Director Anson M. Moise | Management | For | For |
| 1.9 | Elect Director Katherin Nukk-Freeman | Management | For | For |
| 1.10 | Elect Director Daniel Rifkin | Management | For | For |
| 1.11 | Elect Director Mark Sokolich | Management | For | For |
| 1.12 | Elect Director William A. Thompson | 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 Crowe LLP as Auditors | Management | For | For |
| COWEN INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: COWN
SECURITY ID: 223622606
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| CREDIT ACCEPTANCE CORPORATION
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: CACC
SECURITY ID: 225310101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth S. Booth | Management | For | For |
| 1.2 | Elect Director Glenda J. Flanagan | Management | For | For |
| 1.3 | Elect Director Vinayak R. Hegde | Management | For | Withhold |
| 1.4 | Elect Director Thomas N. Tryforos | Management | For | Withhold |
| 1.5 | Elect Director Scott J. Vassalluzzo | Management | For | Withhold |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CROSSFIRST BANKSHARES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CFB
SECURITY ID: 22766M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rod K. Brenneman | Management | For | For |
| 1.2 | Elect Director George C. Bruce | Management | For | For |
| 1.3 | Elect Director Jennifer M. Grigsby | Management | For | For |
| 1.4 | Elect Director Mason D. King | Management | For | For |
| 1.5 | Elect Director James W. Kuykendall | Management | For | For |
| 2 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| CULLEN/FROST BANKERS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CFR
SECURITY ID: 229899109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carlos Alvarez | Management | For | For |
| 1.2 | Elect Director Chris M. Avery | Management | For | For |
| 1.3 | Elect Director Anthony R. 'Tony' Chase | Management | For | For |
| 1.4 | Elect Director Cynthia J. Comparin | Management | For | For |
| 1.5 | Elect Director Samuel G. Dawson | Management | For | For |
| 1.6 | Elect Director Crawford H. Edwards | Management | For | For |
| 1.7 | Elect Director Patrick B. Frost | Management | For | For |
| 1.8 | Elect Director Phillip D. Green | Management | For | For |
| 1.9 | Elect Director David J. Haemisegger | Management | For | For |
| 1.10 | Elect Director Charles W. Matthews | Management | For | For |
| 1.11 | Elect Director Joseph A. Pierce | Management | For | For |
| 1.12 | Elect Director Linda B. Rutherford | Management | For | For |
| 1.13 | Elect Director Jack Willome | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CUSTOMERS BANCORP, INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: CUBI
SECURITY ID: 23204G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert N. Mackay | Management | For | For |
| 1.2 | Elect Director T. Lawrence Way | Management | For | For |
| 1.3 | Elect Director Steven J. Zuckerman | 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 |
| CVB FINANCIAL CORP.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CVBF
SECURITY ID: 126600105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Borba, Jr. | Management | For | For |
| 1.2 | Elect Director David A. Brager | Management | For | For |
| 1.3 | Elect Director Stephen A. Del Guercio | Management | For | For |
| 1.4 | Elect Director Anna Kan | Management | For | For |
| 1.5 | Elect Director Jane Olvera Majors | Management | For | For |
| 1.6 | Elect Director Raymond V. O'Brien, III | Management | For | For |
| 1.7 | Elect Director Hal W. Oswalt | Management | For | For |
| 1.8 | Elect Director Kimberly Sheehy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| DIAMOND HILL INVESTMENT GROUP, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: DHIL
SECURITY ID: 25264R207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Heather E. Brilliant | Management | For | For |
| 1b | Elect Director Richard S. Cooley | Management | For | For |
| 1c | Elect Director James F. Laird | Management | For | For |
| 1d | Elect Director Paula R. Meyer | Management | For | For |
| 1e | Elect Director Nicole R. St. Pierre | Management | For | For |
| 1f | Elect Director L'Quentus Thomas | Management | For | For |
| 1g | Elect Director Mark Zinkula | 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 |
| DIME COMMUNITY BANCSHARES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: DCOM
SECURITY ID: 25432X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Mahon | Management | For | For |
| 1.2 | Elect Director Dennis A. Suskind | Management | For | For |
| 1.3 | Elect Director Paul M. Aguggia | Management | For | For |
| 1.4 | Elect Director Rosemarie Chen | Management | For | For |
| 1.5 | Elect Director Michael P. Devine | Management | For | For |
| 1.6 | Elect Director Marcia Z. Hefter | Management | For | For |
| 1.7 | Elect Director Matthew A. Lindenbaum | Management | For | For |
| 1.8 | Elect Director Albert E. McCoy, Jr. | Management | For | For |
| 1.9 | Elect Director Raymond A. Nielsen | Management | For | For |
| 1.10 | Elect Director Kevin M. O'Connor | Management | For | For |
| 1.11 | Elect Director Joseph J. Perry | Management | For | For |
| 1.12 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DISCOVER FINANCIAL SERVICES
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: DFS
SECURITY ID: 254709108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DONEGAL GROUP INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: DGICA
SECURITY ID: 257701201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin G. Burke | Management | For | For |
| 1.2 | Elect Director Jack L. Hess | Management | For | Withhold |
| 1.3 | Elect Director David C. King | Management | For | For |
| 1.4 | Elect Director Annette B. Szady | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| DONNELLEY FINANCIAL SOLUTIONS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: DFIN
SECURITY ID: 25787G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luis A. Aguilar | Management | For | For |
| 1.2 | Elect Director Richard L. Crandall | Management | For | For |
| 1.3 | Elect Director Charles D. Drucker | Management | For | For |
| 1.4 | Elect Director Juliet S. Ellis | Management | For | For |
| 1.5 | Elect Director Gary G. Greenfield | Management | For | For |
| 1.6 | Elect Director Jeffrey Jacobowitz | Management | For | For |
| 1.7 | Elect Director Daniel N. Leib | Management | For | For |
| 1.8 | Elect Director Lois M. Martin | Management | For | For |
| 1.9 | Elect Director Chandar Pattabhiram | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DYNEX CAPITAL, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: DX
SECURITY ID: 26817Q886
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Byron L. Boston | Management | For | For |
| 1.2 | Elect Director Julia L. Coronado | Management | For | For |
| 1.3 | Elect Director Michael R. Hughes | Management | For | For |
| 1.4 | Elect Director Joy D. Palmer | Management | For | For |
| 1.5 | Elect Director Robert A. Salcetti | Management | For | For |
| 1.6 | Elect Director David H. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| EAGLE BANCORP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: EGBN
SECURITY ID: 268948106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew D. Brockwell | Management | For | For |
| 1.2 | Elect Director Steven J. Freidkin | Management | For | For |
| 1.3 | Elect Director Theresa G. LaPlaca | Management | For | For |
| 1.4 | Elect Director A. Leslie Ludwig | Management | For | For |
| 1.5 | Elect Director Norman R. Pozez | Management | For | For |
| 1.6 | Elect Director Kathy A. Raffa | Management | For | For |
| 1.7 | Elect Director Susan G. Riel | Management | For | For |
| 1.8 | Elect Director James A. Soltesz | Management | For | For |
| 1.9 | Elect Director Benjamin M. Soto | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EAST WEST BANCORP, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: EWBC
SECURITY ID: 27579R104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Manuel P. Alvarez | Management | For | For |
| 1.2 | Elect Director Molly Campbell | Management | For | For |
| 1.3 | Elect Director Archana Deskus | Management | For | For |
| 1.4 | Elect Director Serge Dumont | Management | For | For |
| 1.5 | Elect Director Rudolph I. Estrada | Management | For | For |
| 1.6 | Elect Director Paul H. Irving | Management | For | For |
| 1.7 | Elect Director Sabrina Kay | Management | For | For |
| 1.8 | Elect Director Jack C. Liu | Management | For | For |
| 1.9 | Elect Director Dominic Ng | Management | For | For |
| 1.10 | Elect Director Lester M. Sussman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| EASTERN BANKSHARES, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: EBC
SECURITY ID: 27627N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luis A. Borgen | Management | For | For |
| 1.2 | Elect Director Diane S. Hessan | Management | For | For |
| 1.3 | Elect Director Robert F. Rivers | Management | For | For |
| 1.4 | Elect Director Paul D. Spiess | 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 |
| ELLINGTON FINANCIAL INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: EFC
SECURITY ID: 28852N109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen J. Dannhauser | Management | For | For |
| 1.2 | Elect Director Lisa Mumford | Management | For | For |
| 1.3 | Elect Director Laurence E. Penn | Management | For | For |
| 1.4 | Elect Director Edward Resendez | Management | For | For |
| 1.5 | Elect Director Ronald I. Simon | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| EMPLOYERS HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EIG
SECURITY ID: 292218104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Katherine H. Antonello | Management | For | For |
| 1.2 | Elect Director Joao (John) M. de Figueiredo | Management | For | For |
| 1.3 | Elect Director Prasanna G. Dhore | Management | For | For |
| 1.4 | Elect Director Barbara A. Higgins | Management | For | For |
| 1.5 | Elect Director James R. Kroner | Management | For | For |
| 1.6 | Elect Director Michael J. McColgan | Management | For | For |
| 1.7 | Elect Director Michael J. McSally | Management | For | For |
| 1.8 | Elect Director Jeanne L. Mockard | Management | For | For |
| 1.9 | Elect Director Alejandro (Alex) Perez-Tenessa | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ENACT HOLDINGS, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: ACT
SECURITY ID: 29249E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dominic J. Addesso | Management | For | For |
| 1.2 | Elect Director Michael A. Bless | Management | For | For |
| 1.3 | Elect Director John D. Fisk | Management | For | For |
| 1.4 | Elect Director Rohit Gupta | Management | For | For |
| 1.5 | Elect Director Sheila Hooda | Management | For | For |
| 1.6 | Elect Director Thomas J. McInerney | Management | For | For |
| 1.7 | Elect Director Robert P. Restrepo Jr. | Management | For | For |
| 1.8 | Elect Director Debra W. Still | Management | For | For |
| 1.9 | Elect Director Westley V. Thompson | Management | For | For |
| 1.10 | Elect Director Jerome T. Upton | Management | For | For |
| 1.11 | Elect Director Anne G. Waleski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ENCORE CAPITAL GROUP, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: ECPG
SECURITY ID: 292554102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael P. Monaco | Management | For | For |
| 1b | Elect Director William C. Goings | Management | For | For |
| 1c | Elect Director Ashwini (Ash) Gupta | Management | For | For |
| 1d | Elect Director Wendy G. Hannam | Management | For | For |
| 1e | Elect Director Jeffrey A. Hilzinger | Management | For | For |
| 1f | Elect Director Angela A. Knight | Management | For | For |
| 1g | Elect Director Laura Newman Olle | Management | For | For |
| 1h | Elect Director Richard P. Stovsky | Management | For | For |
| 1i | Elect Director Ashish Masih | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| ENOVA INTERNATIONAL, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ENVA
SECURITY ID: 29357K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ellen Carnahan | Management | For | For |
| 1b | Elect Director Daniel R. Feehan | Management | For | For |
| 1c | Elect Director David Fisher | Management | For | For |
| 1d | Elect Director William M. Goodyear | Management | For | For |
| 1e | Elect Director James A. Gray | Management | For | For |
| 1f | Elect Director Gregg A. Kaplan | Management | For | For |
| 1g | Elect Director Mark P. McGowan | Management | For | For |
| 1h | Elect Director Linda Johnson Rice | Management | For | For |
| 1i | Elect Director Mark A. Tebbe | 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 |
| ENSTAR GROUP LIMITED
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ESGR
SECURITY ID: G3075P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert J. Campbell | Management | For | For |
| 1b | Elect Director B. Frederick Becker | Management | For | For |
| 1c | Elect Director Sharon A. Beesley | Management | For | For |
| 1d | Elect Director James D. Carey | Management | For | For |
| 1e | Elect Director Susan L. Cross | Management | For | For |
| 1f | Elect Director Hans-Peter Gerhardt | Management | For | For |
| 1g | Elect Director Orla Gregory | Management | For | For |
| 1h | Elect Director Myron Hendry | Management | For | For |
| 1i | Elect Director Paul J. O'Shea | Management | For | For |
| 1j | Elect Director Hitesh Patel | Management | For | For |
| 1k | Elect Director Dominic Silvester | Management | For | For |
| 1l | Elect Director Poul A. Winslow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ENTERPRISE FINANCIAL SERVICES CORP
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: EFSC
SECURITY ID: 293712105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lyne B. Andrich | Management | For | For |
| 1.2 | Elect Director Michael A. DeCola | Management | For | For |
| 1.3 | Elect Director Robert E. Guest, Jr. | Management | For | For |
| 1.4 | Elect Director James M. Havel | Management | For | For |
| 1.5 | Elect Director Michael R. Holmes | Management | For | For |
| 1.6 | Elect Director Nevada A. Kent, IV | Management | For | For |
| 1.7 | Elect Director James B. Lally | Management | For | For |
| 1.8 | Elect Director Marcela Manjarrez | Management | For | For |
| 1.9 | Elect Director Stephen P. Marsh | Management | For | For |
| 1.10 | Elect Director Daniel A. Rodrigues | Management | For | For |
| 1.11 | Elect Director Richard M. Sanborn | Management | For | For |
| 1.12 | Elect Director Eloise E. Schmitz | Management | For | For |
| 1.13 | Elect Director Sandra A. Van Trease | Management | For | For |
| 1.14 | Elect Director Lina A. Young | 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 | Amend Outside Director Stock Awards in Lieu of Cash | Management | For | For |
| EQUITABLE HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EQH
SECURITY ID: 29452E101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis A. Hondal | Management | For | For |
| 1b | Elect Director Arlene Isaacs-Lowe | Management | For | For |
| 1c | Elect Director Daniel G. Kaye | Management | For | For |
| 1d | Elect Director Joan Lamm-Tennant | Management | For | For |
| 1e | Elect Director Craig MacKay | Management | For | For |
| 1f | Elect Director Mark Pearson | Management | For | For |
| 1g | Elect Director Bertram L. Scott | Management | For | For |
| 1h | Elect Director George Stansfield | Management | For | For |
| 1i | Elect Director Charles G.T. Stonehill | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQUITY BANCSHARES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: EQBK
SECURITY ID: 29460X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leon H. Borck | Management | For | For |
| 1.2 | Elect Director Gregory L. Gaeddert | Management | For | Against |
| 1.3 | Elect Director Benjamen M. Hutton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| ESSENT GROUP LTD.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: ESNT
SECURITY ID: G3198U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Casale | Management | For | For |
| 1.2 | Elect Director Douglas J. Pauls | Management | For | For |
| 1.3 | Elect Director William Spiegel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| EVERCORE INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: EVR
SECURITY ID: 29977A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Roger C. Altman | Management | For | For |
| 1b | Elect Director Richard I. Beattie | Management | For | For |
| 1c | Elect Director Pamela G. Carlton | Management | For | For |
| 1d | Elect Director Ellen V. Futter | Management | For | For |
| 1e | Elect Director Gail B. Harris | Management | For | For |
| 1f | Elect Director Robert B. Millard | Management | For | For |
| 1g | Elect Director Willard J. Overlock, Jr. | Management | For | For |
| 1h | Elect Director Simon M. Robertson | Management | For | For |
| 1i | Elect Director John S. Weinberg | Management | For | For |
| 1j | Elect Director William J. Wheeler | Management | For | For |
| 1k | Elect Director Sarah K. Williamson | 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 |
| EVEREST RE GROUP, LTD.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RE
SECURITY ID: G3223R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Amore | Management | For | For |
| 1.2 | Elect Director Juan C. Andrade | Management | For | For |
| 1.3 | Elect Director William F. Galtney, Jr. | Management | For | For |
| 1.4 | Elect Director John A. Graf | Management | For | For |
| 1.5 | Elect Director Meryl Hartzband | Management | For | For |
| 1.6 | Elect Director Gerri Losquadro | Management | For | For |
| 1.7 | Elect Director Hazel McNeilage | Management | For | For |
| 1.8 | Elect Director Roger M. Singer | Management | For | For |
| 1.9 | Elect Director Joseph V. Taranto | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Everest Group, Ltd. | Management | For | For |
| F.N.B. CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: FNB
SECURITY ID: 302520101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela A. Bena | Management | For | For |
| 1.2 | Elect Director William B. Campbell | Management | For | For |
| 1.3 | Elect Director James D. Chiafullo | Management | For | For |
| 1.4 | Elect Director Vincent J. Delie, Jr. | Management | For | For |
| 1.5 | Elect Director Mary Jo Dively | Management | For | For |
| 1.6 | Elect Director David J. Malone | Management | For | For |
| 1.7 | Elect Director Frank C. Mencini | Management | For | For |
| 1.8 | Elect Director David L. Motley | Management | For | For |
| 1.9 | Elect Director Heidi A. Nicholas | Management | For | For |
| 1.10 | Elect Director John S. Stanik | Management | For | For |
| 1.11 | Elect Director William J. Strimbu | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FACTSET RESEARCH SYSTEMS INC.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: FDS
SECURITY ID: 303075105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. McGonigle | Management | For | For |
| 1b | Elect Director F. Philip Snow | Management | For | For |
| 1c | Elect Director Maria Teresa Tejada | Management | 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 | Amend Certificate of Incorporation to Eliminate Certain Business Combination Restrictions | Management | For | For |
| 6 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 8 | Amend Certificate of Incorporation to Remove Creditor Compromise Provision | Management | For | For |
| 9 | Amend Certificate of Incorporation to Clarify, Streamline and Modernize the Certificate of Incorporation | Management | For | For |
| FARMERS NATIONAL BANC CORP.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: FMNB
SECURITY ID: 309627107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory C. Bestic | Management | For | For |
| 1.2 | Elect Director Kevin J. Helmick | Management | For | For |
| 1.3 | Elect Director Neil J. Kaback | Management | For | For |
| 1.4 | Elect Director Terry A. Moore | Management | For | Withhold |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Crowe LLP as Auditors | Management | For | For |
| FB FINANCIAL CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: FBK
SECURITY ID: 30257X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Jonathan (Jon) Ayers | Management | For | For |
| 1.2 | Elect Director William (Bill)) F. Carpenter, III | Management | For | For |
| 1.3 | Elect Director Agenia W. Clark | Management | For | For |
| 1.4 | Elect Director James (Jim) W. Cross, IV | Management | For | For |
| 1.5 | Elect Director James (Jimmy) L. Exum | Management | For | For |
| 1.6 | Elect Director Christopher (Chris) T. Holmes | Management | For | For |
| 1.7 | Elect Director Orrin H. Ingram | Management | For | For |
| 1.8 | Elect Director Raja J. Jubran | Management | For | For |
| 1.9 | Elect Director C. Wright Pinson | Management | For | For |
| 1.10 | Elect Director Emily J. Reynolds | Management | For | For |
| 1.11 | Elect Director Melody J. Sullivan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Ratify Crowe LLP as Auditors | Management | For | For |
| FIDELITY NATIONAL FINANCIAL, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: FNF
SECURITY ID: 31620R303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William P. Foley, II | Management | For | For |
| 1.2 | Elect Director Douglas K. Ammerman | Management | For | For |
| 1.3 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.4 | Elect Director Peter O. Shea, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FIFTH THIRD BANCORP
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: FITB
SECURITY ID: 316773100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicholas K. Akins | Management | For | For |
| 1b | Elect Director B. Evan Bayh, III | Management | For | For |
| 1c | Elect Director Jorge L. Benitez | Management | For | For |
| 1d | Elect Director Katherine B. Blackburn | Management | For | For |
| 1e | Elect Director Emerson L. Brumback | Management | For | For |
| 1f | Elect Director Linda W. Clement-Holmes | Management | For | For |
| 1g | Elect Director C. Bryan Daniels | Management | For | For |
| 1h | Elect Director Mitchell S. Feiger | Management | For | For |
| 1i | Elect Director Thomas H. Harvey | Management | For | For |
| 1j | Elect Director Gary R. Heminger | Management | For | For |
| 1k | Elect Director Eileen A. Mallesch | Management | For | For |
| 1l | Elect Director Michael B. McCallister | Management | For | For |
| 1m | Elect Director Timothy N. Spence | Management | For | For |
| 1n | Elect Director Marsha C. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FIRST AMERICAN FINANCIAL CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FAF
SECURITY ID: 31847R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth D. DeGiorgio | Management | For | For |
| 1.2 | Elect Director James L. Doti | Management | For | For |
| 1.3 | Elect Director Michael D. McKee | Management | For | For |
| 1.4 | Elect Director Marsha A. Spence | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FIRST BANCORP
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: FBNC
SECURITY ID: 318910106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary Clara Capel | Management | For | For |
| 1.2 | Elect Director James C. Crawford, III | Management | For | For |
| 1.3 | Elect Director Suzanne S. DeFerie | Management | For | For |
| 1.4 | Elect Director Abby J. Donnelly | Management | For | For |
| 1.5 | Elect Director Mason Y. Garrett | Management | For | For |
| 1.6 | Elect Director John B. Gould | Management | For | For |
| 1.7 | Elect Director Michael G. Mayer | Management | For | For |
| 1.8 | Elect Director John W. McCauley | Management | For | For |
| 1.9 | Elect Director Carlie C. McLamb, Jr. | Management | For | For |
| 1.10 | Elect Director Richard H. Moore | Management | For | For |
| 1.11 | Elect Director Dexter V. Perry | Management | For | For |
| 1.12 | Elect Director J. Randolph Potter | Management | For | For |
| 1.13 | Elect Director O. Temple Sloan, III | Management | For | For |
| 1.14 | Elect Director Frederick L. Taylor, II | Management | For | For |
| 1.15 | Elect Director Virginia Thomasson | Management | For | For |
| 1.16 | Elect Director Dennis A. Wicker | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FIRST BANCORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: FBP
SECURITY ID: 318672706
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Juan Acosta Reboyras | Management | For | For |
| 1b | Elect Director Aurelio Aleman | Management | For | For |
| 1c | Elect Director Luz A. Crespo | Management | For | For |
| 1d | Elect Director Tracey Dedrick | Management | For | For |
| 1e | Elect Director Patricia M. Eaves | Management | For | For |
| 1f | Elect Director Daniel E. Frye | Management | For | For |
| 1g | Elect Director John A. Heffern | Management | For | For |
| 1h | Elect Director Roberto R. Herencia | Management | For | For |
| 1i | Elect Director Felix M. Villamil | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| FIRST BUSEY CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: BUSE
SECURITY ID: 319383204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Samuel P. Banks | Management | For | For |
| 1.2 | Elect Director George Barr | Management | For | For |
| 1.3 | Elect Director Stanley J. Bradshaw | Management | For | For |
| 1.4 | Elect Director Michael D. Cassens | Management | For | For |
| 1.5 | Elect Director Van A. Dukeman | Management | For | For |
| 1.6 | Elect Director Karen M. Jensen | Management | For | For |
| 1.7 | Elect Director Frederic L. Kenney | Management | For | For |
| 1.8 | Elect Director Stephen V. King | Management | For | For |
| 1.9 | Elect Director Gregory B. Lykins | Management | For | For |
| 1.10 | Elect Director Cassandra R. Sanford | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| FIRST CITIZENS BANCSHARES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FCNCA
SECURITY ID: 31946M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen R. Alemany | Management | For | For |
| 1.2 | Elect Director John M. Alexander, Jr. | Management | For | For |
| 1.3 | Elect Director Victor E. Bell, III | Management | For | For |
| 1.4 | Elect Director Peter M. Bristow | Management | For | For |
| 1.5 | Elect Director Hope H. Bryant | Management | For | For |
| 1.6 | Elect Director Michael A. Carpenter | Management | For | For |
| 1.7 | Elect Director H. Lee Durham, Jr. | Management | For | For |
| 1.8 | Elect Director Eugene Flood, Jr. | Management | For | For |
| 1.9 | Elect Director Frank B. Holding, Jr. | Management | For | For |
| 1.10 | Elect Director Robert R. Hoppe | Management | For | For |
| 1.11 | Elect Director Floyd L. Keels | Management | For | For |
| 1.12 | Elect Director Robert E. Mason, IV | Management | For | For |
| 1.13 | Elect Director Robert T. Newcomb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Increase Authorized Preferred Stock | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 7 | Ratify KPMG LLP as Auditors | Management | For | For |
| FIRST COMMONWEALTH FINANCIAL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FCF
SECURITY ID: 319829107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julie A. Caponi | Management | For | For |
| 1.2 | Elect Director Ray T. Charley | Management | For | For |
| 1.3 | Elect Director Gary R. Claus | Management | For | For |
| 1.4 | Elect Director David S. Dahlmann | Management | For | For |
| 1.5 | Elect Director Johnston A. Glass | Management | For | For |
| 1.6 | Elect Director Jon L. Gorney | Management | For | For |
| 1.7 | Elect Director Jane Grebenc | Management | For | For |
| 1.8 | Elect Director David W. Greenfield | Management | For | For |
| 1.9 | Elect Director Patricia A. Husic | Management | For | For |
| 1.10 | Elect Director Bart E. Johnson | Management | For | For |
| 1.11 | Elect Director Luke A. Latimer | Management | For | For |
| 1.12 | Elect Director Aradhna M. Oliphant | Management | For | For |
| 1.13 | Elect Director T. Michael Price | Management | For | For |
| 1.14 | Elect Director Robert J. Ventura | Management | For | For |
| 1.15 | Elect Director Stephen A. Wolfe | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRST COMMUNITY BANKSHARES, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: FCBC
SECURITY ID: 31983A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary R. Mills | Management | For | For |
| 1.2 | Elect Director M. Adam Sarver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Elliott Davis, PLLC as Auditors | Management | For | For |
| FIRST FINANCIAL BANCORP
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: FFBC
SECURITY ID: 320209109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William G. Barron | Management | For | For |
| 1.2 | Elect Director Vincent A. Berta | Management | For | For |
| 1.3 | Elect Director Cynthia O. Booth | Management | For | For |
| 1.4 | Elect Director Archie M. Brown | Management | For | For |
| 1.5 | Elect Director Claude E. Davis | Management | For | For |
| 1.6 | Elect Director Susan L. Knust | Management | For | For |
| 1.7 | Elect Director William J. Kramer | Management | For | For |
| 1.8 | Elect Director Dawn C. Morris | Management | For | For |
| 1.9 | Elect Director Thomas M. O'Brien | Management | For | For |
| 1.10 | Elect Director Andre T. Porter | Management | For | For |
| 1.11 | Elect Director Maribeth S. Rahe | Management | For | For |
| 1.12 | Elect Director Gary W. Warzala | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRST FINANCIAL BANKSHARES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FFIN
SECURITY ID: 32020R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director April K. Anthony | Management | For | For |
| 1.2 | Elect Director Vianei Lopez Braun | Management | For | For |
| 1.3 | Elect Director David L. Copeland | Management | For | For |
| 1.4 | Elect Director Mike B. Denny | Management | For | For |
| 1.5 | Elect Director F. Scott Dueser | Management | For | For |
| 1.6 | Elect Director Murray H. Edwards | Management | For | For |
| 1.7 | Elect Director Eli Jones | Management | For | For |
| 1.8 | Elect Director I. Tim Lancaster | Management | For | For |
| 1.9 | Elect Director Kade L. Matthews | Management | For | For |
| 1.10 | Elect Director Robert C. Nickles, Jr. | Management | For | For |
| 1.11 | Elect Director Johnny E. Trotter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRST FINANCIAL CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: THFF
SECURITY ID: 320218100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark J. Blade | Management | For | For |
| 1.2 | Elect Director Gregory L. Gibson | Management | For | For |
| 1.3 | Elect Director Norman D. Lowery | Management | For | For |
| 1.4 | Elect Director Paul J. Pierson | Management | For | For |
| 1.5 | Elect Director Richard J. Shagley | 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 Crowe LLP as Auditors | Management | For | For |
| FIRST FOUNDATION INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: FFWM
SECURITY ID: 32026V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (Blue Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 10 Directors | ||||
| 1a | Elect Management Nominee Director Ulrich E. Keller, Jr. | Management | For | For |
| 1b | Elect Management Nominee Director Scott F. Kavanaugh | Management | For | For |
| 1c | Elect Management Nominee Director Max A. Briggs | Management | For | For |
| 1d | Elect Management Nominee Director John A. Hakopian | Management | For | For |
| 1e | Elect Management Nominee Director David G. Lake | Management | For | For |
| 1f | Elect Management Nominee Director Elizabeth A. Pagliarini | Management | For | For |
| 1g | Elect Management Nominee Director Mitchell M. Rosenberg | Management | For | For |
| 1h | Elect Management Nominee Director Diane M. Rubin | Management | For | For |
| 1i | Elect Management Nominee Director Jacob P. Sonenshine | Management | For | For |
| 1j | Elect Management Nominee Director Gabriel V. Vazquez | Management | For | For |
| 1k | Elect Dissident Nominee Director Allison Ball | Shareholder | Withhold | Withhold |
| 2 | Ratify Eide Bailly LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 10 Directors | ||||
| DRIVER NOMINEE | ||||
| 1a | Elect Dissident Nominee Director Allison Ball | Shareholder | For | Did Not Vote |
| COMPANY NOMINEES UNOPPOSED BY DRIVER | ||||
| 1a | Elect Management Nominee Director Max A. Briggs | Management | For | Did Not Vote |
| 1b | Elect Management Nominee Director Scott F. Kavanaugh | Management | For | Did Not Vote |
| 1c | Elect Management Nominee Director Ulrich E. Keller, Jr. | Management | For | Did Not Vote |
| 1d | Elect Management Nominee Director David G. Lake | Management | For | Did Not Vote |
| 1e | Elect Management Nominee Director Elizabeth A. Pagliarini | Management | For | Did Not Vote |
| 1f | Elect Management Nominee Director Mitchell M. Rosenberg | Management | For | Did Not Vote |
| 1g | Elect Management Nominee Director Diane M. Rubin | Management | For | Did Not Vote |
| 1h | Elect Management Nominee Director Jacob P. Sonenshine | Management | For | Did Not Vote |
| 1i | Elect Management Nominee Director Gabriel V. Vazquez | Management | For | Did Not Vote |
| COMPANY NOMINEE OPPOSED BY DRIVER | ||||
| 1a | Elect Management Nominee Director John A. Hakopian | Management | Withhold | Did Not Vote |
| 2 | Ratify Eide Bailly LLP as Auditors | Management | None | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | None | Did Not Vote |
| FIRST HAWAIIAN, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: FHB
SECURITY ID: 32051X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael K. Fujimoto | Management | For | For |
| 1b | Elect Director Robert S. Harrison | Management | For | For |
| 1c | Elect Director Faye W. Kurren | Management | For | For |
| 1d | Elect Director James S. Moffatt | Management | For | For |
| 1e | Elect Director Mark M. Mugiishi | Management | For | For |
| 1f | Elect Director Kelly A. Thompson | Management | For | For |
| 1g | Elect Director Allen B. Uyeda | Management | For | For |
| 1h | Elect Director Vanessa L. Washington | Management | For | For |
| 1i | Elect Director C. Scott Wo | 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 |
| FIRST HORIZON CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FHN
SECURITY ID: 320517105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Harry V. Barton, Jr. | Management | For | For |
| 1.2 | Elect Director John N. Casbon | Management | For | For |
| 1.3 | Elect Director John C. Compton | Management | For | For |
| 1.4 | Elect Director Wendy P. Davidson | Management | For | For |
| 1.5 | Elect Director William H. Fenstermaker | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director J. Michael Kemp, Sr. | Management | For | For |
| 1.8 | Elect Director Rick E. Maples | Management | For | For |
| 1.9 | Elect Director Vicki R. Palmer | Management | For | For |
| 1.10 | Elect Director Colin V. Reed | Management | For | For |
| 1.11 | Elect Director E. Stewart Shea, III | Management | For | For |
| 1.12 | Elect Director Cecelia D. Stewart | Management | For | For |
| 1.13 | Elect Director Rosa Sugranes | Management | For | For |
| 1.14 | Elect Director R. Eugene Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRST INTERSTATE BANCSYSTEM, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: FIBK
SECURITY ID: 32055Y201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alice S. Cho | Management | For | For |
| 1b | Elect Director Thomas E. Henning | Management | For | For |
| 1c | Elect Director Dennis L. Johnson | Management | For | For |
| 1d | Elect Director Patricia L. Moss | Management | For | For |
| 1e | Elect Director Daniel A. Rykhus | Management | For | For |
| 2 | Change State of Incorporation from Montana to Delaware | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify RSM US LLP as Auditors | Management | For | For |
| FIRST MERCHANTS CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: FRME
SECURITY ID: 320817109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan W. Brooks | Management | For | For |
| 1.2 | Elect Director Mung Chiang | Management | For | For |
| 1.3 | Elect Director Patrick J. Fehring | Management | For | For |
| 1.4 | Elect Director Michael J. Fisher | Management | For | For |
| 1.5 | Elect Director Kevin D. Johnson | Management | For | For |
| 1.6 | Elect Director Gary J. Lehman | Management | For | For |
| 1.7 | Elect Director Jason R. Sondhi | Management | For | For |
| 1.8 | Elect Director Jean L. Wojtowicz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| FIRST MID BANCSHARES, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: FMBH
SECURITY ID: 320866106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Kyle McCurry | Management | For | For |
| 1.2 | Elect Director Mary J. Westerhold | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| FIRSTCASH HOLDINGS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FCFS
SECURITY ID: 33768G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel E. Berce | Management | For | For |
| 1b | Elect Director Mikel D. Faulkner | Management | For | For |
| 1c | Elect Director Randel G. Owen | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIVE STAR BANCORP
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: FSBC
SECURITY ID: 33830T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Larry E. Allbaugh | Management | For | For |
| 1.2 | Elect Director James E. Beckwith | Management | For | For |
| 1.3 | Elect Director Shannon Deary-Bell | Management | For | For |
| 1.4 | Elect Director Warren P. Kashiwagi | Management | For | For |
| 1.5 | Elect Director Donna L. Lucas | Management | For | For |
| 1.6 | Elect Director David F. Nickum | Management | For | For |
| 1.7 | Elect Director Robert T. Perry-Smith | Management | For | For |
| 1.8 | Elect Director Kevin F. Ramos | Management | For | For |
| 1.9 | Elect Director Randall E. Reynoso | Management | For | For |
| 1.10 | Elect Director Judson T. Riggs | Management | For | For |
| 1.11 | Elect Director Leigh A. White | Management | For | For |
| 2 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| FLUSHING FINANCIAL CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FFIC
SECURITY ID: 343873105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John J. McCabe | Management | For | For |
| 1b | Elect Director Donna M. O'Brien | Management | For | For |
| 1c | Elect Director Caren C. Yoh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| FRANKLIN BSP REALTY TRUST, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: FBRT
SECURITY ID: 35243J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pat Augustine | Management | For | For |
| 1b | Elect Director Richard J. Byrne | Management | For | For |
| 1c | Elect Director Joe Dumars | Management | For | For |
| 1d | Elect Director Jamie Handwerker | Management | For | For |
| 1e | Elect Director Peter J. McDonough | Management | For | For |
| 1f | Elect Director Buford H. Ortale | Management | For | For |
| 1g | Elect Director Elizabeth K. Tuppeny | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirements | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FRANKLIN RESOURCES, INC.
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: BEN
SECURITY ID: 354613101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mariann Byerwalter | Management | For | For |
| 1b | Elect Director Alexander S. Friedman | Management | For | For |
| 1c | Elect Director Gregory E. Johnson | Management | For | For |
| 1d | Elect Director Jennifer M. Johnson | Management | For | For |
| 1e | Elect Director Rupert H. Johnson, Jr. | Management | For | For |
| 1f | Elect Director John Y. Kim | Management | For | For |
| 1g | Elect Director Karen M. King | Management | For | For |
| 1h | Elect Director Anthony J. Noto | Management | For | For |
| 1i | Elect Director John W. Thiel | Management | For | For |
| 1j | Elect Director Seth H. Waugh | Management | For | For |
| 1k | Elect Director Geoffrey Y. Yang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| FREEDOM HOLDING CORP.
MEETING DATE: SEP 13, 2022 |
||||
|
TICKER: FRHC
SECURITY ID: 356390104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timur Turlov | Management | For | For |
| 1.2 | Elect Director Jason Kerr | Management | For | For |
| FULTON FINANCIAL CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FULT
SECURITY ID: 360271100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Craighead Carey | Management | For | For |
| 1b | Elect Director Lisa Crutchfield | Management | For | For |
| 1c | Elect Director Denise L. Devine | Management | For | For |
| 1d | Elect Director Steven S. Etter | Management | For | For |
| 1e | Elect Director George K. Martin | Management | For | For |
| 1f | Elect Director James R. Moxley, III | Management | For | For |
| 1g | Elect Director Curtis J. Myers | Management | For | For |
| 1h | Elect Director Antoinette M. Pergolin | Management | For | For |
| 1i | Elect Director Scott A. Snyder | Management | For | For |
| 1j | Elect Director Ronald H. Spair | Management | For | For |
| 1k | Elect Director E. Philip Wenger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| GENWORTH FINANCIAL, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: GNW
SECURITY ID: 37247D106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Kent Conrad | Management | For | For |
| 1b | Elect Director Karen E. Dyson | Management | For | For |
| 1c | Elect Director Jill R. Goodman | Management | For | For |
| 1d | Elect Director Melina E. Higgins | Management | For | For |
| 1e | Elect Director Thomas J. McInerney | Management | For | For |
| 1f | Elect Director Howard D. Mills, III | Management | For | For |
| 1g | Elect Director Robert P. Restrepo, Jr. | Management | For | For |
| 1h | Elect Director Elaine A. Sarsynski | Management | For | For |
| 1i | Elect Director Ramsey D. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| GERMAN AMERICAN BANCORP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: GABC
SECURITY ID: 373865104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Angela Curry | Management | For | For |
| 1.2 | Elect Director Diane B. Medley | Management | For | For |
| 1.3 | Elect Director M. Darren Root | Management | For | For |
| 1.4 | Elect Director Jack W. Sheidler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Crowe LLP as Auditors | Management | For | For |
| GLACIER BANCORP, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: GBCI
SECURITY ID: 37637Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Boyles | Management | For | For |
| 1.2 | Elect Director Robert A. Cashell, Jr. | Management | For | For |
| 1.3 | Elect Director Randall M. Chesler | Management | For | For |
| 1.4 | Elect Director Sherry L. Cladouhos | Management | For | For |
| 1.5 | Elect Director Jesus T. Espinoza | Management | For | For |
| 1.6 | Elect Director Annie M. Goodwin | Management | For | For |
| 1.7 | Elect Director Kristen L. Heck | Management | For | For |
| 1.8 | Elect Director Michael B. Hormaechea | Management | For | For |
| 1.9 | Elect Director Craig A. Langel | Management | For | For |
| 1.10 | Elect Director Douglas J. McBride | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify FORVIS LLP as Auditors | Management | For | For |
| GLOBE LIFE INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: GL
SECURITY ID: 37959E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Linda L. Addison | Management | For | For |
| 1.2 | Elect Director Marilyn A. Alexander | Management | For | For |
| 1.3 | Elect Director Cheryl D. Alston | Management | For | For |
| 1.4 | Elect Director Mark A. Blinn | Management | For | For |
| 1.5 | Elect Director James P. Brannen | Management | For | For |
| 1.6 | Elect Director Jane Buchan | Management | For | For |
| 1.7 | Elect Director Alice S. Cho | Management | For | For |
| 1.8 | Elect Director J. Matthew Darden | Management | For | For |
| 1.9 | Elect Director Steven P. Johnson | Management | For | For |
| 1.10 | Elect Director David A. Rodriguez | Management | For | For |
| 1.11 | Elect Director Frank M. Svoboda | Management | For | For |
| 1.12 | Elect Director Mary E. Thigpen | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| GOOSEHEAD INSURANCE, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: GSHD
SECURITY ID: 38267D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robyn Jones | Management | For | For |
| 1.2 | Elect Director Thomas McConnon | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| GRANITE POINT MORTGAGE TRUST INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: GPMT
SECURITY ID: 38741L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tanuja M. Dehne | Management | For | For |
| 1b | Elect Director Stephen G. Kasnet | Management | For | For |
| 1c | Elect Director Sheila K. McGrath | Management | For | For |
| 1d | Elect Director W. Reid Sanders | Management | For | For |
| 1e | Elect Director John "Jack" A. Taylor | Management | For | For |
| 1f | Elect Director Hope B. Woodhouse | 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 |
| GREAT SOUTHERN BANCORP, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: GSBC
SECURITY ID: 390905107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin R. Ausburn | Management | For | For |
| 1.2 | Elect Director Steven D. Edwards | Management | For | For |
| 1.3 | Elect Director Larry D. Frazier | Management | For | Withhold |
| 1.4 | Elect Director Douglas M. Pitt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| GREEN DOT CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: GDOT
SECURITY ID: 39304D102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Chris Brewster | Management | For | For |
| 1.2 | Elect Director Rajeev V. Date | Management | For | For |
| 1.3 | Elect Director Saturnino 'Nino' Fanlo | Management | For | For |
| 1.4 | Elect Director Peter Feld | Management | For | For |
| 1.5 | Elect Director George Gresham | Management | For | For |
| 1.6 | Elect Director William I Jacobs | Management | For | For |
| 1.7 | Elect Director Jeffrey B. Osher | Management | For | For |
| 1.8 | Elect Director Ellen Richey | Management | For | For |
| 1.9 | Elect Director George T. Shaheen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| HAGERTY, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: HGTY
SECURITY ID: 405166109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael (Mike) Angelina | Management | For | For |
| 1.2 | Elect Director McKeel Hagerty | Management | For | For |
| 1.3 | Elect Director F. Michael (Mike) Crowley | Management | For | For |
| 1.4 | Elect Director Laurie Harris | Management | For | For |
| 1.5 | Elect Director Robert (Rob) Kauffman | Management | For | For |
| 1.6 | Elect Director Sabrina Kay | Management | For | For |
| 1.7 | Elect Director Mika Salmi | Management | For | For |
| 1.8 | Elect Director William (Bill) Swanson | Management | For | For |
| 1.9 | Elect Director Randall (Rand) Harbert | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HAMILTON LANE INCORPORATED
MEETING DATE: SEP 01, 2022 |
||||
|
TICKER: HLNE
SECURITY ID: 407497106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hartley R. Rogers | Management | For | For |
| 1.2 | Elect Director Mario L. Giannini | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HANCOCK WHITNEY CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: HWC
SECURITY ID: 410120109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank E. Bertucci | Management | For | For |
| 1.2 | Elect Director Constantine S. Liollio | Management | For | For |
| 1.3 | Elect Director Thomas H. Olinde | Management | For | For |
| 1.4 | Elect Director Joan C. Teofilo | Management | For | For |
| 1.5 | Elect Director C. Richard Wilkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HANMI FINANCIAL CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: HAFC
SECURITY ID: 410495204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John J. Ahn | Management | For | For |
| 1b | Elect Director Christie K. Chu | Management | For | For |
| 1c | Elect Director Harry H. Chung | Management | For | For |
| 1d | Elect Director Bonita I. Lee | Management | For | For |
| 1e | Elect Director Gloria J. Lee | Management | For | For |
| 1f | Elect Director David L. Rosenblum | Management | For | For |
| 1g | Elect Director Thomas J. Williams | Management | For | For |
| 1h | Elect Director Michael M. Yang | Management | For | For |
| 1i | Elect Director Gideon Yu | 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 Crowe LLP as Auditors | Management | For | For |
| HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: HASI
SECURITY ID: 41068X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey W. Eckel | Management | For | For |
| 1.2 | Elect Director Lizabeth A. Ardisana | Management | For | For |
| 1.3 | Elect Director Clarence D. Armbrister | Management | For | For |
| 1.4 | Elect Director Teresa M. Brenner | Management | For | For |
| 1.5 | Elect Director Michael T. Eckhart | Management | For | For |
| 1.6 | Elect Director Nancy C. Floyd | Management | For | For |
| 1.7 | Elect Director Jeffrey A. Lipson | Management | For | For |
| 1.8 | Elect Director Charles M. O'Neil | Management | For | For |
| 1.9 | Elect Director Richard J. Osborne | Management | For | For |
| 1.10 | Elect Director Steven G. Osgood | Management | For | For |
| 1.11 | Elect Director Kimberly A. Reed | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HARBORONE BANCORP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HONE
SECURITY ID: 41165Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph F. Casey | Management | For | For |
| 1b | Elect Director David P. Frenette | Management | For | For |
| 1c | Elect Director Barry R. Koretz | Management | For | For |
| 1d | Elect Director Andreana Santangelo | Management | For | For |
| 1e | Elect Director Michael J. Sullivan | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HBT FINANCIAL, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: HBT
SECURITY ID: 404111106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roger A. Baker | Management | For | For |
| 1.2 | Elect Director C. Alvin Bowman | Management | For | Withhold |
| 1.3 | Elect Director Eric E. Burwell | Management | For | Withhold |
| 1.4 | Elect Director Patrick F. Busch | Management | For | For |
| 1.5 | Elect Director J. Lance Carter | Management | For | For |
| 1.6 | Elect Director Allen C. Drake | Management | For | Withhold |
| 1.7 | Elect Director Fred L. Drake | Management | For | For |
| 1.8 | Elect Director Linda J. Koch | Management | For | For |
| 1.9 | Elect Director Gerald E. Pfeiffer | Management | For | Withhold |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| HCI GROUP, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: HCI
SECURITY ID: 40416E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wayne Burks | Management | For | For |
| 1.2 | Elect Director Jay Madhu | Management | For | For |
| 1.3 | Elect Director Anthony Saravanos | Management | For | For |
| 1.4 | Elect Director Peter Politis | Management | For | For |
| 2 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HEARTLAND FINANCIAL USA, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: HTLF
SECURITY ID: 42234Q102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert B. Engel | Management | For | For |
| 1b | Elect Director Thomas L. Flynn | Management | For | For |
| 1c | Elect Director Jennifer K. Hopkins | Management | For | For |
| 1d | Elect Director Bruce K. Lee | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| HERITAGE COMMERCE CORP.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HTBK
SECURITY ID: 426927109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julianne M. Biagini-Komas | Management | For | For |
| 1.2 | Elect Director Bruce H. Cabral | Management | For | For |
| 1.3 | Elect Director Jack W. Conner | Management | For | For |
| 1.4 | Elect Director Jason DiNapoli | Management | For | For |
| 1.5 | Elect Director Stephen G. Heitel | Management | For | For |
| 1.6 | Elect Director Kamran F. Husain | Management | For | For |
| 1.7 | Elect Director Robertson Clay Jones | Management | For | For |
| 1.8 | Elect Director Laura Roden | Management | For | For |
| 1.9 | Elect Director Marina H. Park Sutton | Management | For | For |
| 1.10 | Elect Director Ranson W. Webster | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Crowe LLP as Auditors | Management | For | For |
| HERITAGE FINANCIAL CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: HFWA
SECURITY ID: 42722X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric K. Chan | Management | For | For |
| 1.2 | Elect Director Brian S. Charneski | Management | For | For |
| 1.3 | Elect Director Jeffrey J. Deuel | Management | For | For |
| 1.4 | Elect Director Trevor D. Dryer | Management | For | For |
| 1.5 | Elect Director Kimberly T. Ellwanger | Management | For | For |
| 1.6 | Elect Director Deborah J. Gavin | Management | For | For |
| 1.7 | Elect Director Gail B. Giacobbe | Management | For | For |
| 1.8 | Elect Director Jeffrey S. Lyon | Management | For | For |
| 1.9 | Elect Director Frederick B. Rivera | Management | For | For |
| 1.10 | Elect Director Brian L. Vance | Management | For | For |
| 1.11 | Elect Director Ann Watson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| HILLTOP HOLDINGS, INC.
MEETING DATE: JUL 21, 2022 |
||||
|
TICKER: HTH
SECURITY ID: 432748101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rhodes R. Bobbitt | Management | For | For |
| 1.2 | Elect Director Tracy A. Bolt | Management | For | For |
| 1.3 | Elect Director J. Taylor Crandall | Management | For | Withhold |
| 1.4 | Elect Director Hill A. Feinberg | Management | For | For |
| 1.5 | Elect Director Gerald J. Ford | Management | For | For |
| 1.6 | Elect Director Jeremy B. Ford | Management | For | For |
| 1.7 | Elect Director J. Markham Green | Management | For | For |
| 1.8 | Elect Director William T. Hill, Jr. | Management | For | Withhold |
| 1.9 | Elect Director Charlotte Jones | Management | For | For |
| 1.10 | Elect Director Lee Lewis | Management | For | For |
| 1.11 | Elect Director Andrew J. Littlefair | Management | For | For |
| 1.12 | Elect Director W. Robert Nichols, III | Management | For | Withhold |
| 1.13 | Elect Director Thomas C. Nichols | Management | For | For |
| 1.14 | Elect Director Kenneth D. Russell | Management | For | For |
| 1.15 | Elect Director A. Haag Sherman | Management | For | Withhold |
| 1.16 | Elect Director Jonathan S. Sobel | Management | For | For |
| 1.17 | Elect Director Robert C. Taylor, Jr. | Management | For | Withhold |
| 1.18 | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HINGHAM INSTITUTION FOR SAVINGS
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: HIFS
SECURITY ID: 433323102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian T. Kenner | Management | For | For |
| 1.2 | Elect Director Stacey M. Page | Management | For | Withhold |
| 1.3 | Elect Director Geoffrey C. Wilkinson, Sr. | Management | For | For |
| 1.4 | Elect Director Robert H. Gaughen, Jr. | Management | For | For |
| 1.5 | Elect Director Patrick R. Gaughen | Management | For | For |
| 2 | Elect Company Clerk Jacqueline M. Youngworth | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Wolf & Company, P.C. as Auditors | Management | For | For |
| HIPPO HOLDINGS INC.
MEETING DATE: AUG 31, 2022 |
||||
|
TICKER: HIPO
SECURITY ID: 433539103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reverse Stock Split | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| HIPPO HOLDINGS INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: HIPO
SECURITY ID: 433539202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lori Dickerson Fouche | Management | For | For |
| 1.2 | Elect Director Hugh R. Frater | Management | For | For |
| 1.3 | Elect Director Richard McCathron | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HOME BANCSHARES, INC.
MEETING DATE: APR 20, 2023 |
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|
TICKER: HOMB
SECURITY ID: 436893200
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John W. Allison | Management | For | For |
| 1.2 | Elect Director Brian S. Davis | Management | For | For |
| 1.3 | Elect Director Milburn Adams | Management | For | For |
| 1.4 | Elect Director Robert H. Adcock, Jr. | Management | For | For |
| 1.5 | Elect Director Richard H. Ashley | Management | For | For |
| 1.6 | Elect Director Mike D. Beebe | Management | For | For |
| 1.7 | Elect Director Jack E. Engelkes | Management | For | For |
| 1.8 | Elect Director Tracy M. French | Management | For | For |
| 1.9 | Elect Director Karen E. Garrett | Management | For | For |
| 1.10 | Elect Director J. Pat Hickman | Management | For | For |
| 1.11 | Elect Director James G. Hinkle | Management | For | For |
| 1.12 | Elect Director Alex R. Lieblong | Management | For | For |
| 1.13 | Elect Director Thomas J. Longe | Management | For | For |
| 1.14 | Elect Director Jim Rankin, Jr. | Management | For | For |
| 1.15 | Elect Director Larry W. Ross | Management | For | For |
| 1.16 | Elect Director Donna J. Townsell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| HOMESTREET, INC.
MEETING DATE: MAY 25, 2023 |
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|
TICKER: HMST
SECURITY ID: 43785V102
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott M. Boggs | Management | For | For |
| 1b | Elect Director Sandra A. Cavanaugh | Management | For | For |
| 1c | Elect Director Jeffrey D. Green | Management | For | For |
| 1d | Elect Director Joanne R. Harrell | Management | For | For |
| 1e | Elect Director Mark K. Mason | Management | For | For |
| 1f | Elect Director James R. Mitchell, Jr. | Management | For | For |
| 1g | Elect Director Nancy D. Pellegrino | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| HOPE BANCORP, INC.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: HOPE
SECURITY ID: 43940T109
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin S. Kim | Management | For | For |
| 1.2 | Elect Director Scott Yoon-Suk Whang | Management | For | For |
| 1.3 | Elect Director Steven S. Koh | Management | For | For |
| 1.4 | Elect Director Donald D. Byun | Management | For | For |
| 1.5 | Elect Director Jinho Doo | Management | For | For |
| 1.6 | Elect Director Daisy Y. Ha | Management | For | For |
| 1.7 | Elect Director Joon Kyung Kim | Management | For | For |
| 1.8 | Elect Director William J. Lewis | Management | For | For |
| 1.9 | Elect Director David P. Malone | Management | For | For |
| 1.10 | Elect Director Lisa K. Pai | Management | For | For |
| 1.11 | Elect Director Mary E. Thigpen | Management | For | For |
| 1.12 | Elect Director Dale S. Zuehls | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HORACE MANN EDUCATORS CORPORATION
MEETING DATE: MAY 24, 2023 |
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|
TICKER: HMN
SECURITY ID: 440327104
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bradley | Management | For | For |
| 1b | Elect Director Victor P. Fetter | Management | For | For |
| 1c | Elect Director Perry G. Hines | Management | For | For |
| 1d | Elect Director Mark E. Konen | Management | For | For |
| 1e | Elect Director Beverley J. McClure | Management | For | For |
| 1f | Elect Director H. Wade Reece | Management | For | For |
| 1g | Elect Director Aaliyah A. Samuel | Management | For | For |
| 1h | Elect Director Elaine A. Sarsynski | Management | For | For |
| 1i | Elect Director Marita Zuraitis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| HORIZON BANCORP, INC.
MEETING DATE: MAY 04, 2023 |
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|
TICKER: HBNC
SECURITY ID: 440407104
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James B. Dworkin | Management | For | For |
| 1.2 | Elect Director Michele M. Magnuson | Management | For | For |
| 1.3 | Elect Director Steven W. Reed | Management | For | For |
| 1.4 | Elect Director Vanessa P. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| HOULIHAN LOKEY, INC.
MEETING DATE: SEP 21, 2022 |
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|
TICKER: HLI
SECURITY ID: 441593100
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott L. Beiser | Management | For | For |
| 1.2 | Elect Director Todd J. Carter | Management | For | For |
| 1.3 | Elect Director Jacqueline B. Kosecoff | Management | For | For |
| 1.4 | Elect Director Paul A. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE: APR 19, 2023 |
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|
TICKER: HBAN
SECURITY ID: 446150104
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alanna Y. Cotton | Management | For | For |
| 1.2 | Elect Director Ann B. (Tanny) Crane | Management | For | For |
| 1.3 | Elect Director Gina D. France | Management | For | For |
| 1.4 | Elect Director J. Michael Hochschwender | Management | For | For |
| 1.5 | Elect Director Richard H. King | Management | For | For |
| 1.6 | Elect Director Katherine M. A. (Allie) Kline | Management | For | For |
| 1.7 | Elect Director Richard W. Neu | Management | For | For |
| 1.8 | Elect Director Kenneth J. Phelan | Management | For | For |
| 1.9 | Elect Director David L. Porteous | Management | For | For |
| 1.10 | Elect Director Roger J. Sit | Management | For | For |
| 1.11 | Elect Director Stephen D. Steinour | Management | For | For |
| 1.12 | Elect Director Jeffrey L. Tate | Management | For | For |
| 1.13 | Elect Director Gary Torgow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| INDEPENDENT BANK CORP.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: INDB
SECURITY ID: 453836108
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James O'Shanna Morton | Management | For | For |
| 1.2 | Elect Director Daniel F. O'Brien | Management | For | For |
| 1.3 | Elect Director Scott K. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INDEPENDENT BANK CORPORATION
MEETING DATE: APR 25, 2023 |
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|
TICKER: IBCP
SECURITY ID: 453838609
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terance L. Beia | Management | For | For |
| 1b | Elect Director Stephen L. Gulis, Jr. | Management | For | For |
| 1c | Elect Director William B. Kessel | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INDEPENDENT BANK GROUP, INC.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: IBTX
SECURITY ID: 45384B106
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2a | Elect Director Daniel W. Brooks | Management | For | For |
| 2b | Elect Director Janet P. Froetscher | Management | For | For |
| 2c | Elect Director Craig E. Holmes | Management | For | For |
| 2d | Elect Director G. Stacy Smith | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| INTERACTIVE BROKERS GROUP, INC.
MEETING DATE: APR 20, 2023 |
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|
TICKER: IBKR
SECURITY ID: 45841N107
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Peterffy | Management | For | For |
| 1b | Elect Director Earl H. Nemser | Management | For | For |
| 1c | Elect Director Milan Galik | Management | For | For |
| 1d | Elect Director Paul J. Brody | Management | For | For |
| 1e | Elect Director Lawrence E. Harris | Management | For | For |
| 1f | Elect Director Philip Uhde | Management | For | For |
| 1g | Elect Director William Peterffy | Management | For | For |
| 1h | Elect Director Nicole Yuen | Management | For | For |
| 1i | Elect Director Jill Bright | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| INTERCONTINENTAL EXCHANGE, INC.
MEETING DATE: MAY 19, 2023 |
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|
TICKER: ICE
SECURITY ID: 45866F104
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon Y. Bowen | Management | For | For |
| 1b | Elect Director Shantella E. Cooper | Management | For | For |
| 1c | Elect Director Duriya M. Farooqui | Management | For | For |
| 1d | Elect Director The Right Hon. the Lord Hague of Richmond | Management | For | For |
| 1e | Elect Director Mark F. Mulhern | Management | For | For |
| 1f | Elect Director Thomas E. Noonan | Management | For | For |
| 1g | Elect Director Caroline L. Silver | Management | For | For |
| 1h | Elect Director Jeffrey C. Sprecher | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Martha A. Tirinnanzi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| INTERNATIONAL BANCSHARES CORPORATION
MEETING DATE: MAY 15, 2023 |
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|
TICKER: IBOC
SECURITY ID: 459044103
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Javier de Anda | Management | For | For |
| 1.2 | Elect Director Douglas B. Howland | Management | For | For |
| 1.3 | Elect Director Rudolph M. Miles | Management | For | For |
| 1.4 | Elect Director Dennis E. Nixon | Management | For | For |
| 1.5 | Elect Director Larry A. Norton | Management | For | For |
| 1.6 | Elect Director Roberto R. Resendez | Management | For | For |
| 1.7 | Elect Director Antonio R. Sanchez, Jr. | Management | For | For |
| 1.8 | Elect Director Diana G. Zuniga | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INVESCO LTD.
MEETING DATE: MAY 25, 2023 |
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|
TICKER: IVZ
SECURITY ID: G491BT108
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sarah E. Beshar | Management | For | For |
| 1.2 | Elect Director Thomas M. Finke | Management | For | For |
| 1.3 | Elect Director Martin L. Flanagan | Management | For | For |
| 1.4 | Elect Director Thomas (Todd) P. Gibbons | Management | For | For |
| 1.5 | Elect Director William (Bill) F. Glavin, Jr. | Management | For | For |
| 1.6 | Elect Director Elizabeth (Beth) S. Johnson | Management | For | For |
| 1.7 | Elect Director Denis Kessler | Management | For | For |
| 1.8 | Elect Director Nigel Sheinwald | Management | For | For |
| 1.9 | Elect Director Paula C. Tolliver | Management | For | For |
| 1.10 | Elect Director G. Richard (Rick) Wagoner, Jr. | Management | For | For |
| 1.11 | Elect Director Christopher C. Womack | Management | For | For |
| 1.12 | Elect Director Phoebe A. Wood | 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 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| INVESCO MORTGAGE CAPITAL INC.
MEETING DATE: MAY 08, 2023 |
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|
TICKER: IVR
SECURITY ID: 46131B704
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John S. Day | Management | For | For |
| 1.2 | Elect Director Carolyn B. Handlon | Management | For | For |
| 1.3 | Elect Director Katharine W. Kelley | Management | For | For |
| 1.4 | Elect Director Don H. Liu | Management | For | For |
| 1.5 | Elect Director Dennis P. Lockhart | Management | For | For |
| 1.6 | Elect Director Gregory G. McGreevey | Management | For | For |
| 1.7 | Elect Director Beth A. Zayicek | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JACKSON FINANCIAL INC.
MEETING DATE: MAY 19, 2023 |
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|
TICKER: JXN
SECURITY ID: 46817M107
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lily Fu Claffee | Management | For | For |
| 1b | Elect Director Gregory T. Durant | Management | For | For |
| 1c | Elect Director Steven A. Kandarian | Management | For | For |
| 1d | Elect Director Derek G. Kirkland | Management | For | For |
| 1e | Elect Director Drew E. Lawton | Management | For | For |
| 1f | Elect Director Martin J. Lippert | Management | For | For |
| 1g | Elect Director Russell G. Noles | Management | For | For |
| 1h | Elect Director Laura L. Prieskorn | Management | For | For |
| 1i | Elect Director Esta E. Stecher | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JAMES RIVER GROUP HOLDINGS, LTD.
MEETING DATE: OCT 25, 2022 |
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|
TICKER: JRVR
SECURITY ID: G5005R107
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter B. Migliorato | Management | For | For |
| 1.2 | Elect Director Ollie L. Sherman, Jr. | Management | For | For |
| 1.3 | Elect Director Kirstin M. Gould | Management | For | For |
| 1.4 | Elect Director Michael T. Oakes | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Approve Ernst and Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 6 | Establish Range for Size of Board | Management | For | For |
| 7 | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 8 | Amend Bylaws | Management | For | For |
| 9 | Amend Bylaws to Remove Voting Cut-Back | Management | For | For |
| 10 | Amend Bylaws to Remove Provision Pertaining to Former Largest Shareholders | Management | For | For |
| 11 | Amend Bylaws for General Updates | Management | For | For |
| 12 | Amend Omnibus Stock Plan | Management | For | For |
| JANUS HENDERSON GROUP PLC
MEETING DATE: MAY 03, 2023 |
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|
TICKER: JHG
SECURITY ID: G4474Y214
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Baldwin | Management | For | For |
| 1.2 | Elect Director John Cassaday | Management | For | For |
| 1.3 | Elect Director Alison Davis *Withdrawn Resolution* | Management | None | None |
| 1.4 | Elect Director Kalpana Desai | Management | For | For |
| 1.5 | Elect Director Ali Dibadj | Management | For | For |
| 1.6 | Elect Director Kevin Dolan | Management | For | For |
| 1.7 | Elect Director Eugene Flood, Jr. | Management | For | For |
| 1.8 | Elect Director Ed Garden | Management | For | For |
| 1.9 | Elect Director Alison Quirk | Management | For | For |
| 1.10 | Elect Director Angela Seymour-Jackson | Management | For | For |
| 1.11 | Elect Director Anne Sheehan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 4 | Authorise Market Purchase of CDIs | Management | For | For |
| 5 | Approve PricewaterhouseCoopers LLP as Auditors and Authorise Audit Committee to Fix Their Remuneration | Management | For | For |
| JEFFERIES FINANCIAL GROUP INC.
MEETING DATE: MAR 29, 2023 |
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|
TICKER: JEF
SECURITY ID: 47233W109
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda L. Adamany | Management | For | For |
| 1b | Elect Director Barry J. Alperin | Management | For | For |
| 1c | Elect Director Robert D. Beyer | Management | For | For |
| 1d | Elect Director Matrice Ellis Kirk | Management | For | For |
| 1e | Elect Director Brian P. Friedman | Management | For | For |
| 1f | Elect Director MaryAnne Gilmartin | Management | For | For |
| 1g | Elect Director Richard B. Handler | Management | For | For |
| 1h | Elect Director Thomas W. Jones | Management | For | For |
| 1i | Elect Director Jacob M. Katz | Management | For | For |
| 1j | Elect Director Michael T. O'Kane | Management | For | For |
| 1k | Elect Director Joseph S. Steinberg | Management | For | For |
| 1l | Elect Director Melissa V. Weiler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| JEFFERIES FINANCIAL GROUP INC.
MEETING DATE: JUN 28, 2023 |
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|
TICKER: JEF
SECURITY ID: 47233W109
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Authorize a New Class of Common Stock | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| JPMORGAN CHASE & CO.
MEETING DATE: MAY 16, 2023 |
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|
TICKER: JPM
SECURITY ID: 46625H100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KEARNY FINANCIAL CORP.
MEETING DATE: OCT 27, 2022 |
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|
TICKER: KRNY
SECURITY ID: 48716P108
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Mazur, Jr. | Management | For | Withhold |
| 1.2 | Elect Director Raymond E. Chandonnet | Management | For | For |
| 1.3 | Elect Director John F. McGovern | Management | For | Withhold |
| 1.4 | Elect Director Christopher Petermann | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KEMPER CORPORATION
MEETING DATE: MAY 03, 2023 |
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|
TICKER: KMPR
SECURITY ID: 488401100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Teresa A. Canida | Management | For | For |
| 1b | Elect Director George N. Cochran | Management | For | For |
| 1c | Elect Director Kathleen M. Cronin | Management | For | For |
| 1d | Elect Director Jason N. Gorevic | Management | For | For |
| 1e | Elect Director Lacy M. Johnson | Management | For | For |
| 1f | Elect Director Joseph P. Lacher, Jr. | Management | For | For |
| 1g | Elect Director Gerald Laderman | Management | For | For |
| 1h | Elect Director Alberto J. Paracchini | Management | For | For |
| 1i | Elect Director Stuart B. Parker | Management | For | For |
| 1j | Elect Director Christopher B. Sarofim | Management | For | For |
| 1k | Elect Director Susan D. Whiting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KEYCORP
MEETING DATE: MAY 11, 2023 |
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|
TICKER: KEY
SECURITY ID: 493267108
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander M. Cutler | Management | For | For |
| 1.2 | Elect Director H. James Dallas | Management | For | For |
| 1.3 | Elect Director Elizabeth R. Gile | Management | For | For |
| 1.4 | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1.5 | Elect Director Christopher M. Gorman | Management | For | For |
| 1.6 | Elect Director Robin N. Hayes | Management | For | For |
| 1.7 | Elect Director Carlton L. Highsmith | Management | For | For |
| 1.8 | Elect Director Richard J. Hipple | Management | For | For |
| 1.9 | Elect Director Devina A. Rankin | Management | For | For |
| 1.10 | Elect Director Barbara R. Snyder | Management | For | For |
| 1.11 | Elect Director Richard J. Tobin | Management | For | For |
| 1.12 | Elect Director Todd J. Vasos | Management | For | For |
| 1.13 | Elect Director David K. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| KINSALE CAPITAL GROUP, INC.
MEETING DATE: MAY 25, 2023 |
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|
TICKER: KNSL
SECURITY ID: 49714P108
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael P. Kehoe | Management | For | For |
| 1b | Elect Director Steven J. Bensinger | Management | For | For |
| 1c | Elect Director Teresa P. Chia | Management | For | For |
| 1d | Elect Director Robert V. Hatcher, III | Management | For | For |
| 1e | Elect Director Anne C. Kronenberg | Management | For | For |
| 1f | Elect Director Robert Lippincott, III | Management | For | For |
| 1g | Elect Director James J. Ritchie | Management | For | For |
| 1h | Elect Director Frederick L. Russell, Jr. | Management | For | For |
| 1i | Elect Director Gregory M. Share | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| KKR REAL ESTATE FINANCE TRUST INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: KREF
SECURITY ID: 48251K100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terrance R. Ahern | Management | For | For |
| 1.2 | Elect Director Irene M. Esteves | Management | For | For |
| 1.3 | Elect Director Jonathan A. Langer | Management | For | For |
| 1.4 | Elect Director Christen E.J. Lee | Management | For | For |
| 1.5 | Elect Director Paula Madoff | Management | For | For |
| 1.6 | Elect Director Deborah H. McAneny | Management | For | For |
| 1.7 | Elect Director Ralph F. Rosenberg | Management | For | For |
| 1.8 | Elect Director Matthew A. Salem | 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 |
| LADDER CAPITAL CORP
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: LADR
SECURITY ID: 505743104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Harris | Management | For | For |
| 1.2 | Elect Director Mark Alexander | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| LAKELAND BANCORP, INC.
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: LBAI
SECURITY ID: 511637100
|
||||
| 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 |
| LAKELAND FINANCIAL CORPORATION
MEETING DATE: APR 11, 2023 |
||||
|
TICKER: LKFN
SECURITY ID: 511656100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A. Faraz Abbasi | Management | For | For |
| 1b | Elect Director Blake W. Augsburger | Management | For | For |
| 1c | Elect Director Robert E. Bartels, Jr. | Management | For | For |
| 1d | Elect Director Darrianne P. Christian | Management | For | For |
| 1e | Elect Director David M. Findlay | Management | For | For |
| 1f | Elect Director Michael L. Kubacki | Management | For | For |
| 1g | Elect Director Emily E. Pichon | Management | For | For |
| 1h | Elect Director Steven D. Ross | Management | For | For |
| 1i | Elect Director Brian J. Smith | Management | For | For |
| 1j | Elect Director Bradley J. Toothaker | Management | For | For |
| 1k | Elect Director M. Scott Welch | 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 Crowe LLP as Auditors | Management | For | For |
| LEMONADE, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: LMND
SECURITY ID: 52567D107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Silvija Martincevic | Management | For | For |
| 1.2 | Elect Director Michael Eisenberg | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| LENDINGCLUB CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: LC
SECURITY ID: 52603A208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathryn Reimann | Management | For | For |
| 1b | Elect Director Scott Sanborn | Management | For | For |
| 1c | Elect Director Michael Zeisser | 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 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| LENDINGTREE, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: TREE
SECURITY ID: 52603B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gabriel Dalporto | Management | For | For |
| 1b | Elect Director Thomas M. Davidson, Jr. | Management | For | For |
| 1c | Elect Director Mark Ernst | Management | For | For |
| 1d | Elect Director Robin Henderson | Management | For | For |
| 1e | Elect Director Douglas Lebda | Management | For | For |
| 1f | Elect Director Steven Ozonian | Management | For | For |
| 1g | Elect Director Diego Rodriguez | Management | For | For |
| 1h | Elect Director Saras Sarasvathy | Management | For | For |
| 1i | Elect Director G. Kennedy Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LINCOLN NATIONAL CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: LNC
SECURITY ID: 534187109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deirdre P. Connelly | Management | For | For |
| 1.2 | Elect Director Ellen G. Cooper | Management | For | For |
| 1.3 | Elect Director William H. Cunningham | Management | For | For |
| 1.4 | Elect Director Reginald E. Davis | Management | For | For |
| 1.5 | Elect Director Eric G. Johnson | Management | For | For |
| 1.6 | Elect Director Gary C. Kelly | Management | For | For |
| 1.7 | Elect Director M. Leanne Lachman | Management | For | For |
| 1.8 | Elect Director Dale LeFebvre | Management | For | For |
| 1.9 | Elect Director Janet Liang | Management | For | For |
| 1.10 | Elect Director Michael F. Mee | Management | For | For |
| 1.11 | Elect Director Lynn M. Utter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| LIVE OAK BANCSHARES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: LOB
SECURITY ID: 53803X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tonya W. Bradford | Management | For | For |
| 1.2 | Elect Director William H. Cameron | Management | For | For |
| 1.3 | Elect Director Casey S. Crawford | Management | For | For |
| 1.4 | Elect Director Diane B. Glossman | Management | For | For |
| 1.5 | Elect Director Glen F. Hoffsis | Management | For | For |
| 1.6 | Elect Director David G. Lucht | Management | For | For |
| 1.7 | Elect Director James S. Mahan, III | Management | For | For |
| 1.8 | Elect Director Miltom E. Petty | Management | For | For |
| 1.9 | Elect Director Neil L. Underwood | Management | For | For |
| 1.10 | Elect Director Yousef A. Valine | Management | For | For |
| 1.11 | Elect Director William L. Williams, III | 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 FORVIS, LLP as Auditors | Management | For | For |
| LOEWS CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: L
SECURITY ID: 540424108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Ann E. Berman | Management | For | For |
| 1B | Elect Director Joseph L. Bower | Management | For | For |
| 1C | Elect Director Charles D. Davidson | Management | For | For |
| 1D | Elect Director Charles M. Diker | Management | For | For |
| 1E | Elect Director Paul J. Fribourg | Management | For | For |
| 1F | Elect Director Walter L. Harris | Management | For | For |
| 1G | Elect Director Susan P. Peters | Management | For | For |
| 1H | Elect Director Andrew H. Tisch | Management | For | For |
| 1I | Elect Director James S. Tisch | Management | For | For |
| 1J | Elect Director Jonathan M. Tisch | Management | For | For |
| 1K | Elect Director Anthony Welters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| LPL FINANCIAL HOLDINGS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LPLA
SECURITY ID: 50212V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dan H. Arnold | Management | For | For |
| 1b | Elect Director Edward C. Bernard | Management | For | For |
| 1c | Elect Director H. Paulett Eberhart | Management | For | For |
| 1d | Elect Director William F. Glavin, Jr. | Management | For | For |
| 1e | Elect Director Albert J. Ko | Management | For | For |
| 1f | Elect Director Allison H. Mnookin | Management | For | For |
| 1g | Elect Director Anne M. Mulcahy | Management | For | For |
| 1h | Elect Director James S. Putnam | Management | For | For |
| 1i | Elect Director Richard P. Schifter | Management | For | For |
| 1j | Elect Director Corey E. Thomas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LUTHER BURBANK CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: LBC
SECURITY ID: 550550107
|
||||
| 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 |
| M&T BANK CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: MTB
SECURITY ID: 55261F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Barnes | Management | For | For |
| 1.2 | Elect Director Robert T. Brady | Management | For | For |
| 1.3 | Elect Director Carlton J. Charles | Management | For | For |
| 1.4 | Elect Director Jane Chwick | Management | For | For |
| 1.5 | Elect Director William F. Cruger, Jr. | Management | For | For |
| 1.6 | Elect Director T. Jefferson Cunningham, III | Management | For | For |
| 1.7 | Elect Director Gary N. Geisel | Management | For | For |
| 1.8 | Elect Director Leslie V. Godridge | Management | For | For |
| 1.9 | Elect Director Rene F. Jones | Management | For | For |
| 1.10 | Elect Director Richard H. Ledgett, Jr. | Management | For | For |
| 1.11 | Elect Director Melinda R. Rich | Management | For | For |
| 1.12 | Elect Director Robert E. Sadler, Jr. | Management | For | For |
| 1.13 | Elect Director Denis J. Salamone | Management | For | For |
| 1.14 | Elect Director John R. Scannell | Management | For | For |
| 1.15 | Elect Director Rudina Seseri | Management | For | For |
| 1.16 | Elect Director Kirk W. Walters | Management | For | For |
| 1.17 | Elect Director Herbert L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MARKEL CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: MKL
SECURITY ID: 570535104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark M. Besca | Management | For | For |
| 1b | Elect Director K. Bruce Connell | Management | For | For |
| 1c | Elect Director Lawrence A. Cunningham | Management | For | For |
| 1d | Elect Director Thomas S. Gayner | Management | For | For |
| 1e | Elect Director Greta J. Harris | Management | For | For |
| 1f | Elect Director Morgan E. Housel | Management | For | For |
| 1g | Elect Director Diane Leopold | Management | For | For |
| 1h | Elect Director Anthony F. Markel | Management | For | For |
| 1i | Elect Director Steven A. Markel | Management | For | For |
| 1j | Elect Director Harold L. Morrison, Jr. | Management | For | For |
| 1k | Elect Director Michael O'Reilly | Management | For | For |
| 1l | Elect Director A. Lynne Puckett | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| MARKETAXESS HOLDINGS INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: MKTX
SECURITY ID: 57060D108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. McVey | Management | For | For |
| 1b | Elect Director Christopher R. Concannon | Management | For | For |
| 1c | Elect Director Nancy Altobello | Management | For | For |
| 1d | Elect Director Steven L. Begleiter | Management | For | For |
| 1e | Elect Director Stephen P. Casper | Management | For | For |
| 1f | Elect Director Jane Chwick | Management | For | For |
| 1g | Elect Director William F. Cruger | Management | For | For |
| 1h | Elect Director Kourtney Gibson | Management | For | For |
| 1i | Elect Director Richard G. Ketchum | Management | For | For |
| 1j | Elect Director Emily H. Portney | Management | For | For |
| 1k | Elect Director Richard L. Prager | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARSH & MCLENNAN COMPANIES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MMC
SECURITY ID: 571748102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MBIA INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MBI
SECURITY ID: 55262C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane L. Dewbrey | Management | For | For |
| 1b | Elect Director William C. Fallon | Management | For | For |
| 1c | Elect Director Steven J. Gilbert | Management | For | For |
| 1d | Elect Director Janice L. Innis-Thompson | Management | For | For |
| 1e | Elect Director Charles R. Rinehart | Management | For | For |
| 1f | Elect Director Theodore E. Shasta | Management | For | For |
| 1g | Elect Director Richard C. Vaughan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MERCANTILE BANK CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MBWM
SECURITY ID: 587376104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David M. Cassard | Management | For | For |
| 1.2 | Elect Director Michael S. Davenport | Management | For | For |
| 1.3 | Elect Director Michelle L. Eldridge | Management | For | For |
| 1.4 | Elect Director Robert B. Kaminski, Jr. | Management | For | For |
| 1.5 | Elect Director Michael H. Price | Management | For | For |
| 1.6 | Elect Director David B. Ramaker | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Plante & Moran, PLLC as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MERCHANTS BANCORP
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MBIN
SECURITY ID: 58844R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael F. Petrie | Management | For | For |
| 1.2 | Elect Director Randall D. Rogers | Management | For | For |
| 1.3 | Elect Director Tamika D. Catchings | Management | For | For |
| 1.4 | Elect Director Thomas W. Dinwiddie | Management | For | For |
| 1.5 | Elect Director Michael J. Dunlap | Management | For | For |
| 1.6 | Elect Director Scott A. Evans | Management | For | For |
| 1.7 | Elect Director Sue Anne Gilroy | Management | For | For |
| 1.8 | Elect Director Andrew A. Juster | Management | For | For |
| 1.9 | Elect Director Patrick D. O'Brien | Management | For | For |
| 1.10 | Elect Director Anne E. Sellers | Management | For | For |
| 1.11 | Elect Director David N. Shane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| MERCURY GENERAL CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: MCY
SECURITY ID: 589400100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George Joseph | Management | For | For |
| 1.2 | Elect Director Martha E. Marcon | Management | For | For |
| 1.3 | Elect Director Joshua E. Little | Management | For | For |
| 1.4 | Elect Director Gabriel Tirador | Management | For | For |
| 1.5 | Elect Director James G. Ellis | Management | For | For |
| 1.6 | Elect Director George G. Braunegg | Management | For | For |
| 1.7 | Elect Director Ramona L. Cappello | Management | For | For |
| 1.8 | Elect Director Vicky Wai Yee Joseph | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| METLIFE, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: MET
SECURITY ID: 59156R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl W. Grise | Management | For | For |
| 1b | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1c | Elect Director Carla A. Harris | Management | For | For |
| 1d | Elect Director Gerald L. Hassell | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director R. Glenn Hubbard | Management | For | For |
| 1g | Elect Director Jeh C. Johnson | Management | For | For |
| 1h | Elect Director Edward J. Kelly, III | Management | For | For |
| 1i | Elect Director William E. Kennard | Management | For | For |
| 1j | Elect Director Michel A. Khalaf | Management | For | For |
| 1k | Elect Director Catherine R. Kinney | Management | For | For |
| 1l | Elect Director Diana L. McKenzie | Management | For | For |
| 1m | Elect Director Denise M. Morrison | Management | For | For |
| 1n | Elect Director Mark A. Weinberger | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| METROCITY BANKSHARES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MCBS
SECURITY ID: 59165J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank Glover | Management | For | For |
| 1.2 | Elect Director William J. Hungeling | Management | For | For |
| 1.3 | Elect Director Francis Lai | Management | For | Against |
| 1.4 | Elect Director Nack Y. Paek | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| METROPOLITAN BANK HOLDING CORP.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: MCB
SECURITY ID: 591774104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony J. Fabiano | Management | For | For |
| 1.2 | Elect Director Robert C. Patent | Management | For | For |
| 1.3 | Elect Director Maria Fiorini Ramirez | Management | For | For |
| 1.4 | Elect Director William Reinhardt | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MFA FINANCIAL, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: MFA
SECURITY ID: 55272X607
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Laurie S. Goodman | Management | For | For |
| 1b | Elect Director Richard C. Wald | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MGIC INVESTMENT CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MTG
SECURITY ID: 552848103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Analisa M. Allen | Management | For | For |
| 1.2 | Elect Director Daniel A. Arrigoni | Management | For | For |
| 1.3 | Elect Director C. Edward Chaplin | Management | For | For |
| 1.4 | Elect Director Curt S. Culver | Management | For | For |
| 1.5 | Elect Director Jay C. Hartzell | Management | For | For |
| 1.6 | Elect Director Timothy A. Holt | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Michael E. Lehman | Management | For | For |
| 1.9 | Elect Director Teresita M. Lowman | Management | For | For |
| 1.10 | Elect Director Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Director Sheryl L. Sculley | Management | For | For |
| 1.12 | Elect Director Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MID PENN BANCORP, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: MPB
SECURITY ID: 59540G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| MID PENN BANCORP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: MPB
SECURITY ID: 59540G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert C. Grubic | Management | For | For |
| 1.2 | Elect Director Brian A. Hudson, Sr. | Management | For | For |
| 1.3 | Elect Director John E. Noone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify RSM US LLP as Auditors | Management | For | For |
| MIDLAND STATES BANCORP, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: MSBI
SECURITY ID: 597742105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer L. DiMotta | Management | For | For |
| 1.2 | Elect Director Jeffrey G. Ludwig | Management | For | For |
| 1.3 | Elect Director Richard T. Ramos | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| MIDWESTONE FINANCIAL GROUP, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MOFG
SECURITY ID: 598511103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Larry D. Albert | Management | For | For |
| 1.2 | Elect Director Charles N. Funk | Management | For | For |
| 1.3 | Elect Director Douglas H. Greeff | Management | For | For |
| 1.4 | Elect Director Jennifer L. Hauschildt | Management | For | For |
| 1.5 | Elect Director Charles N. Reeves | 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 RSM US LLP as Auditors | Management | For | For |
| MOELIS & COMPANY
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: MC
SECURITY ID: 60786M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth Moelis | Management | For | For |
| 1b | Elect Director Eric Cantor | Management | For | For |
| 1c | Elect Director John A. Allison, IV | Management | For | For |
| 1d | Elect Director Kenneth L. Shropshire | Management | For | For |
| 1e | Elect Director Laila Worrell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MOODY'S CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: MCO
SECURITY ID: 615369105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MORGAN STANLEY
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: MS
SECURITY ID: 617446448
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alistair Darling | Management | For | For |
| 1b | Elect Director Thomas H. Glocer | Management | For | For |
| 1c | Elect Director James P. Gorman | Management | For | For |
| 1d | Elect Director Robert H. Herz | Management | For | For |
| 1e | Elect Director Erika H. James | Management | For | For |
| 1f | Elect Director Hironori Kamezawa | Management | For | For |
| 1g | Elect Director Shelley B. Leibowitz | Management | For | For |
| 1h | Elect Director Stephen J. Luczo | Management | For | For |
| 1i | Elect Director Jami Miscik | Management | For | For |
| 1j | Elect Director Masato Miyachi | Management | For | For |
| 1k | Elect Director Dennis M. Nally | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| MORNINGSTAR, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: MORN
SECURITY ID: 617700109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joe Mansueto | Management | For | For |
| 1b | Elect Director Kunal Kapoor | Management | For | For |
| 1c | Elect Director Robin Diamonte | Management | For | For |
| 1d | Elect Director Cheryl Francis | Management | For | For |
| 1e | Elect Director Steve Joynt | Management | For | For |
| 1f | Elect Director Steve Kaplan | Management | For | For |
| 1g | Elect Director Gail Landis | Management | For | For |
| 1h | Elect Director Bill Lyons | Management | For | For |
| 1i | Elect Director Doniel Sutton | Management | For | For |
| 1j | Elect Director Caroline Tsay | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| MR. COOPER GROUP INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: COOP
SECURITY ID: 62482R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay Bray | Management | For | For |
| 1.2 | Elect Director Busy Burr | Management | For | For |
| 1.3 | Elect Director Roy Guthrie | Management | For | For |
| 1.4 | Elect Director Daniela Jorge | Management | For | For |
| 1.5 | Elect Director Michael Malone | Management | For | For |
| 1.6 | Elect Director Shveta Mujumdar | Management | For | For |
| 1.7 | Elect Director Tagar Olson | Management | For | For |
| 1.8 | Elect Director Steve Scheiwe | 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 |
| MSCI INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: MSCI
SECURITY ID: 55354G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NASDAQ, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: NDAQ
SECURITY ID: 631103108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melissa M. Arnoldi | Management | For | For |
| 1b | Elect Director Charlene T. Begley | Management | For | For |
| 1c | Elect Director Steven D. Black | Management | For | For |
| 1d | Elect Director Adena T. Friedman | Management | For | For |
| 1e | Elect Director Essa Kazim | Management | For | For |
| 1f | Elect Director Thomas A. Kloet | Management | For | For |
| 1g | Elect Director Michael R. Splinter | Management | For | For |
| 1h | Elect Director Johan Torgeby | Management | For | For |
| 1i | Elect Director Toni Townes-Whitley | Management | For | For |
| 1j | Elect Director Jeffery W. Yabuki | Management | For | For |
| 1k | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| NATIONAL BANK HOLDINGS CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: NBHC
SECURITY ID: 633707104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph W. Clermont | Management | For | For |
| 1.2 | Elect Director Robert E. Dean | Management | For | For |
| 1.3 | Elect Director Alka Gupta | Management | For | For |
| 1.4 | Elect Director Fred J. Joseph | Management | For | For |
| 1.5 | Elect Director G. Timothy Laney | Management | For | For |
| 1.6 | Elect Director Patrick Sobers | Management | For | For |
| 1.7 | Elect Director Micho F. Spring | Management | For | For |
| 1.8 | Elect Director Art Zeile | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| NATIONAL WESTERN LIFE GROUP, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NWLI
SECURITY ID: 638517102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David S. Boone | Management | For | Withhold |
| 1.2 | Elect Director E. J. Pederson | Management | For | Withhold |
| 1.3 | Elect Director Todd M. Wallace | Management | For | For |
| 2 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| NAVIENT CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: NAVI
SECURITY ID: 63938C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frederick Arnold | Management | For | For |
| 1b | Elect Director Edward J. Bramson | Management | For | For |
| 1c | Elect Director Anna Escobedo Cabral | Management | For | For |
| 1d | Elect Director Larry A. Klane | Management | For | For |
| 1e | Elect Director Michael A. Lawson | Management | For | For |
| 1f | Elect Director Linda A. Mills | Management | For | For |
| 1g | Elect Director John (Jack) F. Remondi | Management | For | For |
| 1h | Elect Director Jane J. Thompson | Management | For | For |
| 1i | Elect Director Laura S. Unger | Management | For | For |
| 1j | Elect Director David L. Yowan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NBT BANCORP INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NBTB
SECURITY ID: 628778102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Watt, Jr. | Management | For | For |
| 1b | Elect Director Martin A. Dietrich | Management | For | For |
| 1c | Elect Director Johanna R. Ames | Management | For | For |
| 1d | Elect Director J. David Brown | Management | For | For |
| 1e | Elect Director Timothy E. Delaney | Management | For | For |
| 1f | Elect Director James H. Douglas | Management | For | For |
| 1g | Elect Director Heidi M. Hoeller | Management | For | For |
| 1h | Elect Director Andrew S. Kowalczyk, III | Management | For | For |
| 1i | Elect Director V. Daniel Robinson, II | Management | For | For |
| 1j | Elect Director Matthew J. Salanger | Management | For | For |
| 1k | Elect Director Lowell A. Seifter | Management | For | For |
| 1l | Elect Director Jack H. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| NELNET, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NNI
SECURITY ID: 64031N108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathleen A. Farrell | Management | For | For |
| 1b | Elect Director David S. Graff | Management | For | For |
| 1c | Elect Director Thomas E. Henning | 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 Restricted Stock Plan | Management | For | For |
| 6 | Amend Executive Incentive Bonus Plan | Management | For | For |
| NEW YORK COMMUNITY BANCORP, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NYCB
SECURITY ID: 649445103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alessandro P. DiNello | Management | For | For |
| 1b | Elect Director Leslie D. Dunn | Management | For | For |
| 1c | Elect Director Lawrence Rosano, Jr. | Management | For | For |
| 1d | Elect Director Robert Wann | 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 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Amend Omnibus Stock Plan | Management | For | For |
| 8 | Eliminate Supermajority Vote Requirement | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | For | For |
| NEW YORK MORTGAGE TRUST, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: NYMT
SECURITY ID: 649604840
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eugenia R. Cheng | Management | For | For |
| 1b | Elect Director Michael B. Clement | Management | For | For |
| 1c | Elect Director Audrey E. Greenberg | Management | For | For |
| 1d | Elect Director Steven R. Mumma | Management | For | For |
| 1e | Elect Director Steven G. Norcutt | Management | For | For |
| 1f | Elect Director Lisa A. Pendergast | Management | For | For |
| 1g | Elect Director Jason T. Serrano | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| NICOLET BANKSHARES, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: NIC
SECURITY ID: 65406E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcia M. Anderson | Management | For | For |
| 1.2 | Elect Director Robert B. Atwell | Management | For | For |
| 1.3 | Elect Director Hector Colon | Management | For | For |
| 1.4 | Elect Director Michael E. Daniels | Management | For | For |
| 1.5 | Elect Director Lynn D. Davis | Management | For | For |
| 1.6 | Elect Director John N. Dykema | Management | For | For |
| 1.7 | Elect Director Christopher J. Ghidorzi | Management | For | For |
| 1.8 | Elect Director Andrew F. Hetzel, Jr. | Management | For | For |
| 1.9 | Elect Director Brenda L. Johnson | Management | For | For |
| 1.10 | Elect Director Donald J. Long, Jr. | Management | For | For |
| 1.11 | Elect Director Dustin J. McClone | Management | For | For |
| 1.12 | Elect Director Susan L. Merkatoris | Management | For | For |
| 1.13 | Elect Director Oliver Pierce Smith | Management | For | For |
| 1.14 | Elect Director Glen E. Tellock | Management | For | For |
| 1.15 | Elect Director Robert J. Weyers | Management | For | For |
| 2 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NMI HOLDINGS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NMIH
SECURITY ID: 629209305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley M. Shuster | Management | For | For |
| 1.2 | Elect Director Adam S. Pollitzer | Management | For | For |
| 1.3 | Elect Director Michael Embler | Management | For | For |
| 1.4 | Elect Director Priya Huskins | Management | For | For |
| 1.5 | Elect Director James G. Jones | Management | For | For |
| 1.6 | Elect Director Lynn S. McCreary | Management | For | For |
| 1.7 | Elect Director Michael Montgomery | Management | For | For |
| 1.8 | Elect Director Regina Muehlhauser | Management | For | For |
| 1.9 | Elect Director Steven L. Scheid | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| NORTHERN TRUST CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: NTRS
SECURITY ID: 665859104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| NORTHFIELD BANCORP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NFBK
SECURITY ID: 66611T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Annette Catino | Management | For | For |
| 1.2 | Elect Director John P. Connors, Jr. | Management | For | For |
| 1.3 | Elect Director Gualberto (Gil) Medina | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| NORTHWEST BANCSHARES, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: NWBI
SECURITY ID: 667340103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pablo A. Vegas | Management | For | For |
| 1.2 | Elect Director Louis J. Torchio | Management | For | For |
| 1.3 | Elect Director William W. Harvey, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OCEANFIRST FINANCIAL CORP.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: OCFC
SECURITY ID: 675234108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony R. Coscia | Management | For | For |
| 1.2 | Elect Director Michael D. Devlin | Management | For | For |
| 1.3 | Elect Director Jack M. Farris | Management | For | For |
| 1.4 | Elect Director Kimberly M. Guadagno | Management | For | For |
| 1.5 | Elect Director Nicos Katsoulis | Management | For | For |
| 1.6 | Elect Director Joseph J. Lebel, III | Management | For | For |
| 1.7 | Elect Director Christopher D. Maher | Management | For | For |
| 1.8 | Elect Director Joseph M. Murphy, Jr. | Management | For | For |
| 1.9 | Elect Director Steven M. Scopellite | Management | For | For |
| 1.10 | Elect Director Grace C. Torres | Management | For | For |
| 1.11 | Elect Director Patricia L. Turner | Management | For | For |
| 1.12 | Elect Director John E. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OFG BANCORP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: OFG
SECURITY ID: 67103X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian S. Inclan | Management | For | For |
| 1.2 | Elect Director Jose R. Fernandez | Management | For | For |
| 1.3 | Elect Director Jorge Colon-Gerena | Management | For | For |
| 1.4 | Elect Director Nestor de Jesus | Management | For | For |
| 1.5 | Elect Director Annette Franqui | Management | For | For |
| 1.6 | Elect Director Susan Harnett | Management | For | For |
| 1.7 | Elect Director Rafael Velez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| OLD NATIONAL BANCORP
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ONB
SECURITY ID: 680033107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara A. Boigegrain | Management | For | For |
| 1.2 | Elect Director Thomas L. Brown | Management | For | For |
| 1.3 | Elect Director Kathryn J. Hayley | Management | For | For |
| 1.4 | Elect Director Peter J. Henseler | Management | For | For |
| 1.5 | Elect Director Daniel S. Hermann | Management | For | For |
| 1.6 | Elect Director Ryan C. Kitchell | Management | For | For |
| 1.7 | Elect Director Austin M. Ramirez | Management | For | For |
| 1.8 | Elect Director Ellen A. Rudnick | Management | For | For |
| 1.9 | Elect Director James C. Ryan, III | Management | For | For |
| 1.10 | Elect Director Thomas E. Salmon | Management | For | For |
| 1.11 | Elect Director Michael L. Scudder | Management | For | For |
| 1.12 | Elect Director Rebecca S. Skillman | Management | For | For |
| 1.13 | Elect Director Michael J. Small | Management | For | For |
| 1.14 | Elect Director Derrick J. Stewart | Management | For | For |
| 1.15 | Elect Director Stephen C. Van Arsdell | Management | For | For |
| 1.16 | Elect Director Katherine E. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| OLD REPUBLIC INTERNATIONAL CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ORI
SECURITY ID: 680223104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara A. Adachi | Management | For | For |
| 1.2 | Elect Director Charles J. Kovaleski | Management | For | For |
| 1.3 | Elect Director Craig R. Smiddy | Management | For | For |
| 1.4 | Elect Director Fredricka Taubitz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OLD SECOND BANCORP, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: OSBC
SECURITY ID: 680277100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William Kane | Management | For | For |
| 1b | Elect Director John Ladowicz | Management | For | For |
| 1c | Elect Director Billy J. Lyons, Jr. | Management | For | For |
| 1d | Elect Director Patti Temple Rocks | Management | For | For |
| 1e | Elect Director John Williams, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Plante & Moran, PLLC as Auditors | Management | For | For |
| ONEMAIN HOLDINGS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: OMF
SECURITY ID: 68268W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Phyllis R. Caldwell | Management | For | For |
| 1.2 | Elect Director Roy A. Guthrie | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| OPEN LENDING CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: LPRO
SECURITY ID: 68373J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Flynn | Management | For | For |
| 1.2 | Elect Director Keith A. Jezek | Management | For | For |
| 1.3 | Elect Director Jessica Snyder | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ORIGIN BANCORP, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: OBNK
SECURITY ID: 68621T102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Chu | Management | For | For |
| 1.2 | Elect Director James D'Agostino, Jr. | Management | For | For |
| 1.3 | Elect Director James Davison, Jr. | Management | For | For |
| 1.4 | Elect Director Jay Dyer | Management | For | For |
| 1.5 | Elect Director A. La'Verne Edney | Management | For | For |
| 1.6 | Elect Director Meryl Farr | Management | For | For |
| 1.7 | Elect Director Richard Gallot, Jr. | Management | For | For |
| 1.8 | Elect Director Stacey Goff | Management | For | For |
| 1.9 | Elect Director Michael Jones | Management | For | For |
| 1.10 | Elect Director Gary Luffey | Management | For | For |
| 1.11 | Elect Director Farrell Malone | Management | For | For |
| 1.12 | Elect Director Drake Mills | Management | For | For |
| 1.13 | Elect Director Lori Sirman | Management | For | For |
| 1.14 | Elect Director Elizabeth Solender | Management | For | For |
| 1.15 | Elect Director Steven Taylor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| OSCAR HEALTH, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: OSCR
SECURITY ID: 687793109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark T. Bertolini | Management | For | For |
| 1.2 | Elect Director Jeffery H. Boyd | Management | For | For |
| 1.3 | Elect Director William Gassen, III | Management | For | For |
| 1.4 | Elect Director Joshua Kushner | Management | For | For |
| 1.5 | Elect Director Laura Lang | Management | For | For |
| 1.6 | Elect Director David Plouffe | Management | For | For |
| 1.7 | Elect Director Elbert ("Robbie") O. Robinson, Jr. | Management | For | For |
| 1.8 | Elect Director Siddhartha Sankaran | Management | For | For |
| 1.9 | Elect Director Mario Schlosser | Management | For | For |
| 1.10 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PACIFIC PREMIER BANCORP, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: PPBI
SECURITY ID: 69478X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ayad A. Fargo | Management | For | For |
| 1b | Elect Director Steven R. Gardner | Management | For | For |
| 1c | Elect Director Joseph L. Garrett | Management | For | For |
| 1d | Elect Director Stephanie Hsieh | Management | For | For |
| 1e | Elect Director Jeffrey C. Jones | Management | For | For |
| 1f | Elect Director Rose E. McKinney-James | Management | For | For |
| 1g | Elect Director M. Christian Mitchell | Management | For | For |
| 1h | Elect Director George M. Pereira | Management | For | For |
| 1i | Elect Director Barbara S. Polsky | Management | For | For |
| 1j | Elect Director Zareh H. Sarrafian | Management | For | For |
| 1k | Elect Director Jaynie M. Studenmund | Management | For | For |
| 1l | Elect Director Richard C. Thomas | 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 |
| PACWEST BANCORP
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PACW
SECURITY ID: 695263103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tanya M. Acker | Management | For | For |
| 1b | Elect Director Paul R. Burke | Management | For | For |
| 1c | Elect Director Craig A. Carlson | Management | For | For |
| 1d | Elect Director John M. Eggemeyer, III | Management | For | For |
| 1e | Elect Director C. William Hosler | Management | For | For |
| 1f | Elect Director Polly B. Jessen | Management | For | For |
| 1g | Elect Director Susan E. Lester | Management | For | For |
| 1h | Elect Director Roger H. Molvar | Management | For | For |
| 1i | Elect Director Stephanie B. Mudick | Management | For | For |
| 1j | Elect Director Paul W. Taylor | Management | For | For |
| 1k | Elect Director Matthew P. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PALOMAR HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PLMR
SECURITY ID: 69753M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daryl Bradley | Management | For | For |
| 1.2 | Elect Director Robert E. Dowdell | 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 |
| PARK NATIONAL CORPORATION
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: PRK
SECURITY ID: 700658107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director C. Daniel DeLawder | Management | For | For |
| 1b | Elect Director D. Byrd Miller, III | Management | For | For |
| 1c | Elect Director Matthew R. Miller | Management | For | For |
| 1d | Elect Director Robert E. O'Neill | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| 4 | Authorize Board To Make Limited Future Amendments to Park's Regulations to the Extent Permitted by the Ohio General Corporation Law | Management | For | For |
| PATHWARD FINANCIAL, INC.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: CASH
SECURITY ID: 59100U108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas J. Hajek | Management | For | For |
| 1.2 | Elect Director Kendall E. Stork | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| PEAPACK-GLADSTONE FINANCIAL CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PGC
SECURITY ID: 704699107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carmen M. Bowser | Management | For | For |
| 1.2 | Elect Director Susan A. Cole | Management | For | For |
| 1.3 | Elect Director Anthony J. Consi, II | Management | For | For |
| 1.4 | Elect Director Richard Daingerfield | Management | For | For |
| 1.5 | Elect Director Edward A. Gramigna, Jr. | Management | For | For |
| 1.6 | Elect Director Peter D. Horst | Management | For | For |
| 1.7 | Elect Director Steven A. Kass | Management | For | For |
| 1.8 | Elect Director Douglas L. Kennedy | Management | For | For |
| 1.9 | Elect Director F. Duffield Meyercord | Management | For | For |
| 1.10 | Elect Director Patrick J. Mullen | Management | For | For |
| 1.11 | Elect Director Philip W. Smith, III | Management | For | For |
| 1.12 | Elect Director Tony Spinelli | Management | For | For |
| 1.13 | Elect Director Beth Welsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| PENNYMAC FINANCIAL SERVICES, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: PFSI
SECURITY ID: 70932M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David A. Spector | Management | For | For |
| 1b | Elect Director James K. Hunt | Management | For | For |
| 1c | Elect Director Jonathon S. Jacobson | Management | For | For |
| 1d | Elect Director Doug Jones | Management | For | For |
| 1e | Elect Director Patrick Kinsella | Management | For | For |
| 1f | Elect Director Anne D. McCallion | Management | For | For |
| 1g | Elect Director Joseph Mazzella | Management | For | For |
| 1h | Elect Director Farhad Nanji | Management | For | For |
| 1i | Elect Director Jeffrey A. Perlowitz | Management | For | For |
| 1j | Elect Director Lisa M. Shalett | Management | For | For |
| 1k | Elect Director Theodore W. Tozer | Management | For | For |
| 1l | Elect Director Emily Youssouf | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PENNYMAC MORTGAGE INVESTMENT TRUST
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: PMT
SECURITY ID: 70931T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Preston DuFauchard | Management | For | For |
| 1b | Elect Director Nancy McAllister | Management | For | For |
| 1c | Elect Director Stacey D. Stewart | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PEOPLES BANCORP INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: PEBO
SECURITY ID: 709789101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| PEOPLES BANCORP INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PEBO
SECURITY ID: 709789101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tara M. Abraham | Management | For | For |
| 1.2 | Elect Director S. Craig Beam | Management | For | For |
| 1.3 | Elect Director David F. Dierker | Management | For | For |
| 1.4 | Elect Director James S. Huggins | Management | For | For |
| 1.5 | Elect Director Brooke W. James | Management | For | For |
| 1.6 | Elect Director Susan D. Rector | Management | For | For |
| 1.7 | Elect Director Kevin R. Reeves | Management | For | For |
| 1.8 | Elect Director Carol A. Schneeberger | Management | For | For |
| 1.9 | Elect Director Frances A. Skinner | Management | For | For |
| 1.10 | Elect Director Dwight E. Smith | Management | For | For |
| 1.11 | Elect Director Charles W. Sulerzyski | Management | For | For |
| 1.12 | Elect Director Michael N. Vittorio | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PERELLA WEINBERG PARTNERS
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PWP
SECURITY ID: 71367G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Bednar | Management | For | For |
| 1.2 | Elect Director Robert K. Steel | Management | For | Withhold |
| 1.3 | Elect Director Jorma Ollila | Management | For | For |
| 1.4 | Elect Director Kristin W. Mugford | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PINNACLE FINANCIAL PARTNERS, INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: PNFP
SECURITY ID: 72346Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Abney S. Boxley, III | Management | For | For |
| 1.2 | Elect Director Charles E. Brock | Management | For | For |
| 1.3 | Elect Director Renda J. Burkhart | Management | For | For |
| 1.4 | Elect Director Gregory L. Burns | Management | For | For |
| 1.5 | Elect Director Richard D. Callicutt, II | Management | For | For |
| 1.6 | Elect Director Thomas C. Farnsworth, III | Management | For | For |
| 1.7 | Elect Director Joseph C. Galante | Management | For | For |
| 1.8 | Elect Director Glenda Baskin Glover | Management | For | For |
| 1.9 | Elect Director David B. Ingram | Management | For | For |
| 1.10 | Elect Director Decosta E. Jenkins | Management | For | For |
| 1.11 | Elect Director Robert A. McCabe, Jr. | Management | For | For |
| 1.12 | Elect Director G. Kennedy Thompson | Management | For | For |
| 1.13 | Elect Director M. Terry Turner | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PIPER SANDLER COMPANIES
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: PIPR
SECURITY ID: 724078100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chad R. Abraham | Management | For | For |
| 1b | Elect Director Jonathan J. Doyle | Management | For | For |
| 1c | Elect Director William R. Fitzgerald | Management | For | For |
| 1d | Elect Director Victoria M. Holt | Management | For | For |
| 1e | Elect Director Robbin Mitchell | Management | For | For |
| 1f | Elect Director Thomas S. Schreier | Management | For | For |
| 1g | Elect Director Sherry M. Smith | Management | For | For |
| 1h | Elect Director Philip E. Soran | Management | For | For |
| 1i | Elect Director Brian R. Sterling | Management | For | For |
| 1j | Elect Director Scott C. Taylor | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| PJT PARTNERS INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PJT
SECURITY ID: 69343T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas M. Ryan | Management | For | For |
| 1b | Elect Director K. Don Cornwell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| POPULAR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: BPOP
SECURITY ID: 733174700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ignacio Alvarez | Management | For | For |
| 1b | Elect Director Joaquin E. Bacardi, III | Management | For | For |
| 1c | Elect Director Alejandro M. Ballester | Management | For | For |
| 1d | Elect Director Robert Carrady | Management | For | For |
| 1e | Elect Director Richard L. Carrion | Management | For | For |
| 1f | Elect Director Betty DeVita | Management | For | For |
| 1g | Elect Director John W. Diercksen | Management | For | For |
| 1h | Elect Director Maria Luisa Ferre Rangel | Management | For | For |
| 1i | Elect Director C. Kim Goodwin | Management | For | For |
| 1j | Elect Director Jose R. Rodriguez | Management | For | For |
| 1k | Elect Director Alejandro M. Sanchez | Management | For | For |
| 1l | Elect Director Myrna M. Soto | Management | For | For |
| 1m | Elect Director Carlos A. Unanue | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PRA GROUP, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: PRAA
SECURITY ID: 69354N106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vikram A. Atal | Management | For | For |
| 1.2 | Elect Director Danielle M. Brown | Management | For | For |
| 1.3 | Elect Director Marjorie M. Connelly | Management | For | For |
| 1.4 | Elect Director John H. Fain | Management | For | For |
| 1.5 | Elect Director Steven D. Fredrickson | Management | For | For |
| 1.6 | Elect Director James A. Nussle | Management | For | For |
| 1.7 | Elect Director Brett L. Paschke | Management | For | For |
| 1.8 | Elect Director Scott M. Tabakin | Management | For | For |
| 1.9 | Elect Director Peggy P. Turner | Management | For | For |
| 1.10 | Elect Director Lance L. Weaver | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PREFERRED BANK
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: PFBC
SECURITY ID: 740367404
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Li Yu | Management | For | For |
| 1.2 | Elect Director Clark Hsu | Management | For | For |
| 1.3 | Elect Director Kathleen Shane | Management | For | For |
| 1.4 | Elect Director William C. Y. Cheng | Management | For | For |
| 1.5 | Elect Director Chih-wei Wu | Management | For | For |
| 1.6 | Elect Director J. Richard Belliston | Management | For | For |
| 1.7 | Elect Director Gary S. Nunnelly | Management | For | Withhold |
| 1.8 | Elect Director Wayne Wu | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Authorize Share Repurchase Program | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| PREMIER FINANCIAL CORP.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: PFC
SECURITY ID: 74052F108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lee Burdman | Management | For | For |
| 1.2 | Elect Director Jean A. Hubbard | Management | For | For |
| 1.3 | Elect Director Charles D. Niehaus | Management | For | For |
| 1.4 | Elect Director Mark A. Robison | Management | For | For |
| 1.5 | Elect Director Richard J. Schiraldi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| PRIMERICA, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: PRI
SECURITY ID: 74164M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Addison, Jr. | Management | For | For |
| 1b | Elect Director Joel M. Babbit | Management | For | For |
| 1c | Elect Director Amber L. Cottle | Management | For | For |
| 1d | Elect Director Gary L. Crittenden | Management | For | For |
| 1e | Elect Director Cynthia N. Day | Management | For | For |
| 1f | Elect Director Sanjeev Dheer | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director D. Richard Williams | Management | For | For |
| 1i | Elect Director Glenn J. Williams | Management | For | For |
| 1j | Elect Director Barbara A. Yastine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PRINCIPAL FINANCIAL GROUP, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: PFG
SECURITY ID: 74251V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan S. Auerbach | Management | For | For |
| 1.2 | Elect Director Mary E. "Maliz" Beams | Management | For | For |
| 1.3 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.4 | Elect Director Scott M. Mills | Management | For | For |
| 1.5 | Elect Director Claudio N. Muruzabal | Management | For | For |
| 1.6 | Elect Director H. Elizabeth Mitchell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PROASSURANCE CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PRA
SECURITY ID: 74267C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Samuel A. Di Piazza, Jr. | Management | For | For |
| 1.2 | Elect Director Fabiola Cobarrubias | Management | For | For |
| 1.3 | Elect Director Edward L. Rand, Jr. | Management | For | For |
| 1.4 | Elect Director Katisha T. Vance | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROG HOLDINGS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: PRG
SECURITY ID: 74319R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathy T. Betty | Management | For | For |
| 1b | Elect Director Douglas C. Curling | Management | For | For |
| 1c | Elect Director Cynthia N. Day | Management | For | For |
| 1d | Elect Director Curtis L. Doman | Management | For | For |
| 1e | Elect Director Ray M. Martinez | Management | For | For |
| 1f | Elect Director Steven A. Michaels | Management | For | For |
| 1g | Elect Director Ray M. Robinson | Management | For | For |
| 1h | Elect Director Caroline S. Sheu | Management | For | For |
| 1i | Elect Director James P. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PROSPERITY BANCSHARES, INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: PB
SECURITY ID: 743606105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin J. Hanigan | Management | For | For |
| 1.2 | Elect Director William T. Luedke, IV | Management | For | For |
| 1.3 | Elect Director Perry Mueller, Jr. | Management | For | For |
| 1.4 | Elect Director Harrison Stafford, II | Management | For | For |
| 1.5 | Elect Director Laura Murillo | Management | For | For |
| 1.6 | Elect Director Ileana Blanco | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROVIDENT FINANCIAL SERVICES, INC.
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: PFS
SECURITY ID: 74386T105
|
||||
| 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 |
| PROVIDENT FINANCIAL SERVICES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PFS
SECURITY ID: 74386T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terence Gallagher | Management | For | For |
| 1.2 | Elect Director Edward J. Leppert | Management | For | For |
| 1.3 | Elect Director Nadine Leslie | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PRUDENTIAL FINANCIAL, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PRU
SECURITY ID: 744320102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gilbert F. Casellas | Management | For | For |
| 1.2 | Elect Director Robert M. Falzon | Management | For | For |
| 1.3 | Elect Director Martina Hund-Mejean | Management | For | For |
| 1.4 | Elect Director Wendy E. Jones | Management | For | For |
| 1.5 | Elect Director Charles F. Lowrey | Management | For | For |
| 1.6 | Elect Director Sandra Pianalto | Management | For | For |
| 1.7 | Elect Director Christine A. Poon | Management | For | For |
| 1.8 | Elect Director Douglas A. Scovanner | Management | For | For |
| 1.9 | Elect Director Michael A. Todman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| QCR HOLDINGS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: QCRH
SECURITY ID: 74727A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Field | Management | For | For |
| 1.2 | Elect Director John F. Griesemer | Management | For | For |
| 1.3 | Elect Director Elizabeth S. Jacobs | Management | For | For |
| 1.4 | Elect Director Marie Z. Ziegler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| RADIAN GROUP INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RDN
SECURITY ID: 750236101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Howard B. Culang | Management | For | For |
| 1b | Elect Director Fawad Ahmad | Management | For | For |
| 1c | Elect Director Brad L. Conner | Management | For | For |
| 1d | Elect Director Debra Hess | Management | For | For |
| 1e | Elect Director Lisa W. Hess | Management | For | For |
| 1f | Elect Director Brian D. Montgomery | Management | For | For |
| 1g | Elect Director Lisa Mumford | Management | For | For |
| 1h | Elect Director Gaetano J. Muzio | Management | For | For |
| 1i | Elect Director Gregory V. Serio | Management | For | For |
| 1j | Elect Director Noel J. Spiegel | Management | For | For |
| 1k | Elect Director Richard G. Thornberry | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAYMOND JAMES FINANCIAL, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: RJF
SECURITY ID: 754730109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marlene Debel | Management | For | For |
| 1b | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1c | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1d | Elect Director Benjamin C. Esty | Management | For | For |
| 1e | Elect Director Anne Gates | Management | For | For |
| 1f | Elect Director Thomas A. James | Management | For | For |
| 1g | Elect Director Gordon L. Johnson | Management | For | For |
| 1h | Elect Director Roderick C. McGeary | Management | For | For |
| 1i | Elect Director Paul C. Reilly | Management | For | For |
| 1j | Elect Director Raj Seshadri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| READY CAPITAL CORPORATION
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: RC
SECURITY ID: 75574U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| REDWOOD TRUST, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: RWT
SECURITY ID: 758075402
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Greg H. Kubicek | Management | For | For |
| 1.2 | Elect Director Christopher J. Abate | Management | For | For |
| 1.3 | Elect Director Armando Falcon | Management | For | For |
| 1.4 | Elect Director Douglas B. Hansen | Management | For | For |
| 1.5 | Elect Director Debora D. Horvath | Management | For | For |
| 1.6 | Elect Director George W. Madison | Management | For | For |
| 1.7 | Elect Director Georganne C. Proctor | Management | For | For |
| 1.8 | Elect Director Dashiell I. Robinson | Management | For | For |
| 1.9 | Elect Director Faith A. Schwartz | Management | For | For |
| 2 | Ratify Grant Thornton LLLP 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 |
| REGIONS FINANCIAL CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: RF
SECURITY ID: 7591EP100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Crosswhite | Management | For | For |
| 1b | Elect Director Noopur Davis | Management | For | For |
| 1c | Elect Director Zhanna Golodryga | Management | For | For |
| 1d | Elect Director J. Thomas Hill | Management | For | For |
| 1e | Elect Director John D. Johns | Management | For | For |
| 1f | Elect Director Joia M. Johnson | Management | For | For |
| 1g | Elect Director Ruth Ann Marshall | Management | For | For |
| 1h | Elect Director Charles D. McCrary | Management | For | For |
| 1i | Elect Director James T. Prokopanko | Management | For | For |
| 1j | Elect Director Lee J. Styslinger, III | Management | For | For |
| 1k | Elect Director Jose S. Suquet | Management | For | For |
| 1l | Elect Director John M. Turner, Jr. | Management | For | For |
| 1m | Elect Director Timothy Vines | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REINSURANCE GROUP OF AMERICA, INCORPORATED
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: RGA
SECURITY ID: 759351604
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director Tony Cheng | Management | For | For |
| 1c | Elect Director John J. Gauthier | Management | For | For |
| 1d | Elect Director Patricia L. Guinn | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director George Nichols, III | Management | For | For |
| 1h | Elect Director Stephen O'Hearn | Management | For | For |
| 1i | Elect Director Shundrawn Thomas | Management | For | For |
| 1j | Elect Director Khanh T. Tran | Management | For | For |
| 1k | Elect Director Steven C. Van Wyk | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RENAISSANCERE HOLDINGS LTD.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: RNR
SECURITY ID: G7496G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Bushnell | Management | For | For |
| 1b | Elect Director James L. Gibbons | Management | For | For |
| 1c | Elect Director Shyam Gidumal | Management | For | For |
| 1d | Elect Director Torsten Jeworrek | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve PricewaterhouseCoopers Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| RENASANT CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RNST
SECURITY ID: 75970E107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary D. Butler | Management | For | For |
| 1.2 | Elect Director Rose J. Flenorl | Management | For | For |
| 1.3 | Elect Director John T. Foy | Management | For | For |
| 1.4 | Elect Director Richard L. Heyer, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify HORNE LLP as Auditors | Management | For | For |
| REPUBLIC BANCORP, INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: RBCAA
SECURITY ID: 760281204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Feaster | Management | For | For |
| 1.2 | Elect Director Jennifer N. Green | Management | For | For |
| 1.3 | Elect Director Heather V. Howell | Management | For | For |
| 1.4 | Elect Director Timothy S. Huval | Management | For | For |
| 1.5 | Elect Director Ernest W. Marshall, Jr. | Management | For | For |
| 1.6 | Elect Director W. Patrick Mulloy, II | Management | For | For |
| 1.7 | Elect Director George Nichols, III | Management | For | For |
| 1.8 | Elect Director W. Kenneth Oyler, III | Management | For | For |
| 1.9 | Elect Director Logan M. Pichel | Management | For | For |
| 1.10 | Elect Director Vidya Ravichandran | Management | For | For |
| 1.11 | Elect Director Michael T. Rust | Management | For | For |
| 1.12 | Elect Director Susan Stout Tamme | Management | For | For |
| 1.13 | Elect Director A. Scott Trager | Management | For | For |
| 1.14 | Elect Director Steven E. Trager | Management | For | For |
| 1.15 | Elect Director Andrew Trager-Kusman | Management | For | For |
| 1.16 | Elect Director Mark A. Vogt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 4 | Ratify Crowe LLP as Auditors | Management | For | For |
| RITHM CAPITAL CORP.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: RITM
SECURITY ID: 64828T201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Saltzman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| RLI CORP.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RLI
SECURITY ID: 749607107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kaj Ahlmann | Management | For | For |
| 1b | Elect Director Michael E. Angelina | Management | For | For |
| 1c | Elect Director David B. Duclos | Management | For | For |
| 1d | Elect Director Susan S. Fleming | Management | For | For |
| 1e | Elect Director Jordan W. Graham | Management | For | For |
| 1f | Elect Director Craig W. Kliethermes | Management | For | For |
| 1g | Elect Director Paul B. Medini | Management | For | For |
| 1h | Elect Director Jonathan E. Michael | Management | For | For |
| 1i | Elect Director Robert P. Restrepo, Jr. | Management | For | For |
| 1j | Elect Director Debbie S. Roberts | Management | For | For |
| 1k | Elect Director Michael J. Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Include Exculpation of Officers | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROCKET COMPANIES, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: RKT
SECURITY ID: 77311W101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew Rizik | Management | For | Withhold |
| 1.2 | Elect Director Suzanne Shank | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| RYAN SPECIALTY HOLDINGS, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: RYAN
SECURITY ID: 78351F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Bolger | Management | For | For |
| 1.2 | Elect Director Nicholas D. Cortezi | Management | For | For |
| 1.3 | Elect Director Robert (Bobby) Le Blanc | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| S&P GLOBAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: SPGI
SECURITY ID: 78409V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director Jacques Esculier | Management | For | For |
| 1.3 | Elect Director Gay Huey Evans | Management | For | For |
| 1.4 | Elect Director William D. Green | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca Jacoby | Management | For | For |
| 1.7 | Elect Director Robert P. Kelly | Management | For | For |
| 1.8 | Elect Director Ian Paul Livingston | Management | For | For |
| 1.9 | Elect Director Deborah D. McWhinney | Management | For | For |
| 1.10 | Elect Director Maria R. Morris | Management | For | For |
| 1.11 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.13 | Elect Director Gregory Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| S&T BANCORP, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: STBA
SECURITY ID: 783859101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lewis W. Adkins, Jr. | Management | For | For |
| 1.2 | Elect Director David G. Antolik | Management | For | For |
| 1.3 | Elect Director Peter R. Barsz | Management | For | For |
| 1.4 | Elect Director Christina A. Cassotis | Management | For | For |
| 1.5 | Elect Director Michael J. Donnelly | Management | For | For |
| 1.6 | Elect Director Jeffrey D. Grube | Management | For | For |
| 1.7 | Elect Director William J. Hieb | Management | For | For |
| 1.8 | Elect Director Christopher J. McComish | Management | For | For |
| 1.9 | Elect Director Frank J. Palermo, Jr. | Management | For | For |
| 1.10 | Elect Director Christine J. Toretti | Management | For | For |
| 1.11 | Elect Director Steven J. Weingarten | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SAFETY INSURANCE GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SAFT
SECURITY ID: 78648T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John D. Farina | Management | For | For |
| 1b | Elect Director Thalia M. Meehan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SANDY SPRING BANCORP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SASR
SECURITY ID: 800363103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark E. Friis | Management | For | For |
| 1.2 | Elect Director Brian J. Lemek | Management | For | For |
| 1.3 | Elect Director Pamela A. Little | Management | For | For |
| 1.4 | Elect Director Craig A. Ruppert | Management | For | For |
| 1.5 | Elect Director Kenneth C. Cook | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SEACOAST BANKING CORPORATION OF FLORIDA
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: SBCF
SECURITY ID: 811707801
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julie H. Daum | Management | For | For |
| 1.2 | Elect Director Dennis S. Hudson, III | Management | For | For |
| 1.3 | Elect Director Alvaro J. Monserrat | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| SEI INVESTMENTS COMPANY
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: SEIC
SECURITY ID: 784117103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ryan P. Hicke | Management | For | For |
| 1b | Elect Director Kathryn M. McCarthy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SELECTIVE INSURANCE GROUP, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: SIGI
SECURITY ID: 816300107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ainar D. Aijala, Jr. | Management | For | For |
| 1b | Elect Director Lisa Rojas Bacus | Management | For | For |
| 1c | Elect Director Terrence W. Cavanaugh | Management | For | For |
| 1d | Elect Director Wole C. Coaxum | Management | For | For |
| 1e | Elect Director Robert Kelly Doherty | Management | For | For |
| 1f | Elect Director John J. Marchioni | Management | For | For |
| 1g | Elect Director Thomas A. McCarthy | Management | For | For |
| 1h | Elect Director Stephen C. Mills | Management | For | For |
| 1i | Elect Director H. Elizabeth Mitchell | Management | For | For |
| 1j | Elect Director Cynthia S. Nicholson | Management | For | For |
| 1k | Elect Director John S. Scheid | Management | For | For |
| 1l | Elect Director J. Brian Thebault | Management | For | For |
| 1m | Elect Director Philip H. Urban | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SELECTQUOTE, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: SLQT
SECURITY ID: 816307300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Denise L. Devine | Management | For | For |
| 1.2 | Elect Director Donald L. Hawks, III | Management | For | For |
| 1.3 | Elect Director William Grant, II | 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 |
| SERVISFIRST BANCSHARES, INC.
MEETING DATE: APR 17, 2023 |
||||
|
TICKER: SFBS
SECURITY ID: 81768T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas A. Broughton, III | Management | For | For |
| 1.2 | Elect Director J. Richard Cashio | Management | For | For |
| 1.3 | Elect Director James J. Filler | Management | For | For |
| 1.4 | Elect Director Christopher J. Mettler | Management | For | For |
| 1.5 | Elect Director Hatton C. V. Smith | Management | For | For |
| 1.6 | Elect Director Irma L. Tuder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Forvis, LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| SIMMONS FIRST NATIONAL CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: SFNC
SECURITY ID: 828730200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Seventeen | Management | For | For |
| 2.1 | Elect Director Dean Bass | Management | For | For |
| 2.2 | Elect Director Jay Burchfield | Management | For | For |
| 2.3 | Elect Director Marty D. Casteel | Management | For | For |
| 2.4 | Elect Director William E. Clark, II | Management | For | For |
| 2.5 | Elect Director Steven A. Cosse | Management | For | For |
| 2.6 | Elect Director Mark C. Doramus | Management | For | For |
| 2.7 | Elect Director Edward Drilling | Management | For | For |
| 2.8 | Elect Director Eugene Hunt | Management | For | For |
| 2.9 | Elect Director Jerry Hunter | Management | For | For |
| 2.10 | Elect Director Susan Lanigan | Management | For | For |
| 2.11 | Elect Director W. Scott McGeorge | Management | For | For |
| 2.12 | Elect Director George A. Makris, Jr. | Management | For | For |
| 2.13 | Elect Director Tom Purvis | Management | For | For |
| 2.14 | Elect Director Robert L. Shoptaw | Management | For | For |
| 2.15 | Elect Director Julie Stackhouse | Management | For | For |
| 2.16 | Elect Director Russell W. Teubner | Management | For | For |
| 2.17 | Elect Director Mindy West | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| SIRIUSPOINT LTD.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SPNT
SECURITY ID: G8192H106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Franklin (Tad) Montross, IV | Management | For | For |
| 1.2 | Elect Director Peter Wei Han Tan | 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 |
| SLM CORPORATION
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: SLM
SECURITY ID: 78442P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Scott Blackley | Management | For | For |
| 1b | Elect Director Paul G. Child | Management | For | For |
| 1c | Elect Director Mary Carter Warren Franke | Management | For | For |
| 1d | Elect Director Marianne M. Keler | Management | For | For |
| 1e | Elect Director Mark L. Lavelle | Management | For | For |
| 1f | Elect Director Ted Manvitz | Management | For | For |
| 1g | Elect Director Jim Matheson | Management | For | For |
| 1h | Elect Director Samuel T. Ramsey | Management | For | For |
| 1i | Elect Director Vivian C. Schneck-Last | Management | For | For |
| 1j | Elect Director Robert S. Strong | Management | For | For |
| 1k | Elect Director Jonathan W. Witter | Management | For | For |
| 1l | Elect Director Kirsten O. Wolberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SMARTFINANCIAL, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SMBK
SECURITY ID: 83190L208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cathy G. Ackermann | Management | For | For |
| 1.2 | Elect Director Victor L. Barrett | Management | For | Withhold |
| 1.3 | Elect Director William (Billy) Y. Carroll, Jr. | Management | For | For |
| 1.4 | Elect Director William (Bill) Y. Carroll, Sr. | Management | For | For |
| 1.5 | Elect Director Ted C. Miller | Management | For | For |
| 1.6 | Elect Director David A. Ogle | Management | For | Withhold |
| 1.7 | Elect Director John Presley | Management | For | For |
| 1.8 | Elect Director Steven B. Tucker | Management | For | Withhold |
| 1.9 | Elect Director Wesley M. (Miller) Welborn | Management | For | For |
| 1.10 | Elect Director Keith E. Whaley | Management | For | For |
| 1.11 | Elect Director Geoffrey A. Wolpert | Management | For | Withhold |
| 2 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SOFI TECHNOLOGIES, INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: SOFI
SECURITY ID: 83406F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ahmed Al-Hammadi | Management | For | For |
| 1b | Elect Director Ruzwana Bashir | Management | For | For |
| 1c | Elect Director Michael Bingle | Management | For | For |
| 1d | Elect Director Richard Costolo | Management | For | For |
| 1e | Elect Director Steven Freiberg | Management | For | For |
| 1f | Elect Director Tom Hutton | Management | For | For |
| 1g | Elect Director Clara Liang | Management | For | For |
| 1h | Elect Director Anthony Noto | Management | For | For |
| 1i | Elect Director Harvey Schwartz | Management | For | For |
| 1j | Elect Director Magdalena Yesil | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Approve Reverse Stock Split | Management | For | For |
| SOFI TECHNOLOGIES, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: SOFI
SECURITY ID: 83406F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ahmed Al-Hammadi | Management | For | For |
| 1b | Elect Director Ruzwana Bashir | Management | For | For |
| 1c | Elect Director Michael Bingle | Management | For | For |
| 1d | Elect Director Richard Costolo | Management | For | For |
| 1e | Elect Director Steven Freiberg | Management | For | Withhold |
| 1f | Elect Director John Hele | Management | For | For |
| 1g | Elect Director Tom Hutton | Management | For | For |
| 1h | Elect Director Clara Liang | Management | For | For |
| 1i | Elect Director Anthony Noto | Management | For | For |
| 1j | Elect Director Harvey Schwartz | Management | For | For |
| 1k | Elect Director Magdalena Yesil | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| SOUTH PLAINS FINANCIAL, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: SPFI
SECURITY ID: 83946P107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard Danny Campbell | Management | For | For |
| 1b | Elect Director LaDana R. Washburn | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 4 | Other Business | Management | For | Against |
| SOUTH STATE CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SSB
SECURITY ID: 840441109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald M. Cofield, Sr. | Management | For | For |
| 1b | Elect Director Shantella E. Cooper | Management | For | For |
| 1c | Elect Director John C. Corbett | Management | For | For |
| 1d | Elect Director Jean E. Davis | Management | For | For |
| 1e | Elect Director Martin B. Davis | Management | For | For |
| 1f | Elect Director Douglas J. Hertz | Management | For | For |
| 1g | Elect Director G. Ruffner Page, Jr. | Management | For | For |
| 1h | Elect Director William Knox Pou, Jr. | Management | For | For |
| 1i | Elect Director James W. Roquemore | Management | For | For |
| 1j | Elect Director David G. Salyers | Management | For | For |
| 1k | Elect Director Joshua A. Snively | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SOUTHSIDE BANCSHARES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SBSI
SECURITY ID: 84470P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lawrence Anderson | Management | For | For |
| 1.2 | Elect Director H. J. Shands, III | Management | For | For |
| 1.3 | Elect Director Preston L. Smith | Management | For | For |
| 1.4 | Elect Director John F. Sammons, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| STARWOOD PROPERTY TRUST, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: STWD
SECURITY ID: 85571B105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard D. Bronson | Management | For | For |
| 1.2 | Elect Director Jeffrey G. Dishner | Management | For | For |
| 1.3 | Elect Director Camille J. Douglas | Management | For | For |
| 1.4 | Elect Director Deborah L. Harmon | Management | For | For |
| 1.5 | Elect Director Solomon J. Kumin | Management | For | For |
| 1.6 | Elect Director Fred Perpall | Management | For | For |
| 1.7 | Elect Director Fred S. Ridley | Management | For | For |
| 1.8 | Elect Director Barry S. Sternlicht | Management | For | For |
| 1.9 | Elect Director Strauss Zelnick | 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 |
| STATE STREET CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: STT
SECURITY ID: 857477103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director DonnaLee DeMaio | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Julio A. Portalatin | Management | For | For |
| 1k | Elect Director John B. Rhea | Management | For | For |
| 1l | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Report on Asset Management Policies and Diversified Investors | Shareholder | Against | Against |
| STELLAR BANCORP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: STEL
SECURITY ID: 858927106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Beckworth | Management | For | For |
| 1.2 | Elect Director Fred S. Robertson | Management | For | For |
| 1.3 | Elect Director Joseph B. Swinbank | Management | For | For |
| 1.4 | Elect Director William (Bill) E. Wilson, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Crowe LLP as Auditors | Management | For | For |
| STEPSTONE GROUP, INC.
MEETING DATE: SEP 14, 2022 |
||||
|
TICKER: STEP
SECURITY ID: 85914M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jose A. Fernandez | Management | For | For |
| 1.2 | Elect Director Thomas Keck | Management | For | For |
| 1.3 | Elect Director Michael I. McCabe | Management | For | For |
| 1.4 | Elect Director Steven R. Mitchell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STEWART INFORMATION SERVICES CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: STC
SECURITY ID: 860372101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas G. Apel | Management | For | For |
| 1.2 | Elect Director C. Allen Bradley, Jr. | Management | For | For |
| 1.3 | Elect Director Robert L. Clarke | Management | For | For |
| 1.4 | Elect Director William S. Corey, Jr. | Management | For | For |
| 1.5 | Elect Director Frederick H. Eppinger, Jr. | Management | For | For |
| 1.6 | Elect Director Deborah J. Matz | Management | For | For |
| 1.7 | Elect Director Matthew W. Morris | Management | For | For |
| 1.8 | Elect Director Karen R. Pallotta | Management | For | For |
| 1.9 | Elect Director Manuel Sanchez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| STIFEL FINANCIAL CORP.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: SF
SECURITY ID: 860630102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Adam T. Berlew | Management | For | For |
| 1.2 | Elect Director Maryam Brown | Management | For | For |
| 1.3 | Elect Director Michael W. Brown | Management | For | For |
| 1.4 | Elect Director Lisa Carnoy | Management | For | For |
| 1.5 | Elect Director Robert E. Grady | Management | For | For |
| 1.6 | Elect Director James P. Kavanaugh | Management | For | For |
| 1.7 | Elect Director Ronald J. Kruszewski | Management | For | For |
| 1.8 | Elect Director Daniel J. Ludeman | Management | For | For |
| 1.9 | Elect Director Maura A. Markus | Management | For | For |
| 1.10 | Elect Director David A. Peacock | Management | For | For |
| 1.11 | Elect Director Thomas W. Weisel | Management | For | For |
| 1.12 | Elect Director Michael J. Zimmerman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 4 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Other Business | Management | For | Against |
| STOCK YARDS BANCORP, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SYBT
SECURITY ID: 861025104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shannon B. Arvin | Management | For | For |
| 1b | Elect Director Paul J. Bickel, III | Management | For | For |
| 1c | Elect Director Allison J. Donovan | Management | For | For |
| 1d | Elect Director David P. Heintzman | Management | For | For |
| 1e | Elect Director Carl G. Herde | Management | For | For |
| 1f | Elect Director James A. Hillebrand | Management | For | For |
| 1g | Elect Director Richard A. Lechleiter | Management | For | For |
| 1h | Elect Director Philip S. Poindexter | Management | For | For |
| 1i | Elect Director Stephen M. Priebe | Management | For | For |
| 1j | Elect Director Edwin S. Saunier | Management | For | For |
| 1k | Elect Director John L. Schutte | Management | For | For |
| 1l | Elect Director Kathy C. Thompson | Management | For | For |
| 1m | Elect Director Laura L. Wells | Management | For | For |
| 2 | Ratify FORVIS, 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 |
| STONEX GROUP INC.
MEETING DATE: MAR 01, 2023 |
||||
|
TICKER: SNEX
SECURITY ID: 861896108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Annabelle G. Bexiga | Management | For | For |
| 1.2 | Elect Director Scott J. Branch | Management | For | For |
| 1.3 | Elect Director Diane L. Cooper | Management | For | For |
| 1.4 | Elect Director John M. Fowler | Management | For | For |
| 1.5 | Elect Director Steven Kass | Management | For | For |
| 1.6 | Elect Director Sean M. O'Connor | Management | For | For |
| 1.7 | Elect Director Eric Parthemore | Management | For | For |
| 1.8 | Elect Director John Radziwill | Management | For | For |
| 1.9 | Elect Director Dhamu R. Thamodaran | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SYNCHRONY FINANCIAL
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SYF
SECURITY ID: 87165B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Doubles | Management | For | For |
| 1b | Elect Director Fernando Aguirre | Management | For | For |
| 1c | Elect Director Paget L. Alves | Management | For | For |
| 1d | Elect Director Kamila Chytil | Management | For | For |
| 1e | Elect Director Arthur W. Coviello, Jr. | Management | For | For |
| 1f | Elect Director Roy A. Guthrie | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director P.W. "Bill" Parker | Management | For | For |
| 1i | Elect Director Laurel J. Richie | Management | For | For |
| 1j | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SYNOVUS FINANCIAL CORP.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SNV
SECURITY ID: 87161C501
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stacy Apter | Management | For | For |
| 1b | Elect Director Tim E. Bentsen | Management | For | For |
| 1c | Elect Director Kevin S. Blair | Management | For | For |
| 1d | Elect Director Pedro Cherry | Management | For | For |
| 1e | Elect Director John H. Irby | Management | For | For |
| 1f | Elect Director Diana M. Murphy | Management | For | For |
| 1g | Elect Director Harris Pastides | Management | For | For |
| 1h | Elect Director John L. Stallworth | Management | For | For |
| 1i | Elect Director Barry L. Storey | Management | For | For |
| 1j | Elect Director Alexandra Villoch | Management | For | For |
| 1k | Elect Director Teresa White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| T. ROWE PRICE GROUP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TROW
SECURITY ID: 74144T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glenn R. August | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Dina Dublon | Management | For | For |
| 1d | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1e | Elect Director Robert F. MacLellan | Management | For | For |
| 1f | Elect Director Eileen P. Rominger | Management | For | For |
| 1g | Elect Director Robert W. Sharps | Management | For | For |
| 1h | Elect Director Robert J. Stevens | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1k | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| TEXAS CAPITAL BANCSHARES, INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: TCBI
SECURITY ID: 88224Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paola M. Arbour | Management | For | For |
| 1.2 | Elect Director Jonathan E. Baliff | Management | For | For |
| 1.3 | Elect Director James H. Browning | Management | For | For |
| 1.4 | Elect Director Rob C. Holmes | Management | For | For |
| 1.5 | Elect Director David S. Huntley | Management | For | For |
| 1.6 | Elect Director Charles S. Hyle | Management | For | For |
| 1.7 | Elect Director Thomas E. Long | Management | For | For |
| 1.8 | Elect Director Elysia Holt Ragusa | Management | For | For |
| 1.9 | Elect Director Steven P. Rosenberg | Management | For | For |
| 1.10 | Elect Director Robert W. Stallings | Management | For | For |
| 1.11 | Elect Director Dale W. Tremblay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TFS FINANCIAL CORPORATION
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: TFSL
SECURITY ID: 87240R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William C. Mulligan | Management | For | Against |
| 1b | Elect Director Terrence R. Ozan | Management | For | For |
| 1c | Elect Director Marc A. Stefanski | Management | For | For |
| 1d | Elect Director Daniel F. Weir | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE ALLSTATE CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: ALL
SECURITY ID: 020002101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Monica Turner | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE BANCORP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TBBK
SECURITY ID: 05969A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James J McEntee, III | Management | For | For |
| 1.2 | Elect Director Michael J. Bradley | Management | For | For |
| 1.3 | Elect Director Matthew N. Cohn | Management | For | For |
| 1.4 | Elect Director Cheryl D. Creuzot | Management | For | For |
| 1.5 | Elect Director John M. Eggemeyer | Management | For | For |
| 1.6 | Elect Director Hersh Kozlov | Management | For | For |
| 1.7 | Elect Director Damian M. Kozlowski | Management | For | For |
| 1.8 | Elect Director William H. Lamb | Management | For | For |
| 1.9 | Elect Director Daniela A. Mielke | Management | For | For |
| 1.10 | Elect Director Stephanie B. Mudick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| THE BANK OF NEW YORK MELLON CORPORATION
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: BK
SECURITY ID: 064058100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director M. Amy Gilliland | Management | For | For |
| 1d | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1e | Elect Director K. Guru Gowrappan | Management | For | For |
| 1f | Elect Director Ralph Izzo | Management | For | For |
| 1g | Elect Director Sandra E. "Sandie" O'Connor | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Frederick O. Terrell | Management | For | For |
| 1j | Elect Director Robin A. Vince | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE CARLYLE GROUP INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: CG
SECURITY ID: 14316J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William E. Conway, Jr. | Management | For | For |
| 1.2 | Elect Director Lawton W. Fitt | Management | For | For |
| 1.3 | Elect Director Mark S. Ordan | Management | For | For |
| 1.4 | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | For | For |
| THE CHARLES SCHWAB CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SCHW
SECURITY ID: 808513105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne C. Brown | Management | For | For |
| 1b | Elect Director Frank C. Herringer | Management | For | For |
| 1c | Elect Director Gerri K. Martin-Flickinger | Management | For | For |
| 1d | Elect Director Todd M. Ricketts | Management | For | For |
| 1e | Elect Director Carolyn Schwab-Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| THE FIRST BANCSHARES, INC.
MEETING DATE: DEC 29, 2022 |
||||
|
TICKER: FBMS
SECURITY ID: 318916103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| THE FIRST BANCSHARES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: FBMS
SECURITY ID: 318916103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ted E. Parker | Management | For | For |
| 1.2 | Elect Director J. Douglas Seidenburg | Management | For | For |
| 1.3 | Elect Director Renee Moore | Management | For | For |
| 1.4 | Elect Director Valencia M. Williamson | Management | For | For |
| 1.5 | Elect Director Jonathan A. Levy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| THE FIRST OF LONG ISLAND CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: FLIC
SECURITY ID: 320734106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher Becker | Management | For | For |
| 1.2 | Elect Director J. Abbott R. Cooper | Management | For | For |
| 1.3 | Elect Director John J. Desmond | Management | For | For |
| 1.4 | Elect Director Edward J. Haye | Management | For | For |
| 1.5 | Elect Director Louisa M. Ives | Management | For | For |
| 1.6 | Elect Director Milbrey Rennie Taylor | Management | For | For |
| 1.7 | Elect Director Walter C. Teagle, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Crowe LLP as Auditors | Management | For | For |
| THE GOLDMAN SACHS GROUP, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: GS
SECURITY ID: 38141G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michele Burns | Management | For | For |
| 1b | Elect Director Mark Flaherty | Management | For | For |
| 1c | Elect Director Kimberley Harris | Management | For | For |
| 1d | Elect Director Kevin Johnson | Management | For | For |
| 1e | Elect Director Ellen Kullman | Management | For | For |
| 1f | Elect Director Lakshmi Mittal | Management | For | For |
| 1g | Elect Director Adebayo Ogunlesi | Management | For | For |
| 1h | Elect Director Peter Oppenheimer | Management | For | For |
| 1i | Elect Director David Solomon | Management | For | For |
| 1j | Elect Director Jan Tighe | Management | For | For |
| 1k | Elect Director Jessica Uhl | Management | For | For |
| 1l | Elect Director David Viniar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Publish Third-Party Review on Chinese Congruency of Certain ETFs | Shareholder | Against | Against |
| 8 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 11 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 12 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE HANOVER INSURANCE GROUP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: THG
SECURITY ID: 410867105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francisco A. Aristeguieta | Management | For | For |
| 1.2 | Elect Director Jane D. Carlin | Management | For | For |
| 1.3 | Elect Director Elizabeth A. Ward | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HIG
SECURITY ID: 416515104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry D. De Shon | Management | For | For |
| 1b | Elect Director Carlos Dominguez | Management | For | For |
| 1c | Elect Director Trevor Fetter | Management | For | For |
| 1d | Elect Director Donna A. James | Management | For | For |
| 1e | Elect Director Kathryn A. Mikells | Management | For | For |
| 1f | Elect Director Edmund Reese | Management | For | For |
| 1g | Elect Director Teresa Wynn Roseborough | Management | For | For |
| 1h | Elect Director Virginia P. Ruesterholz | Management | For | For |
| 1i | Elect Director Christopher J. Swift | Management | For | For |
| 1j | Elect Director Matthew E. Winter | Management | For | For |
| 1k | Elect Director Greig Woodring | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| THE PNC FINANCIAL SERVICES GROUP, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: PNC
SECURITY ID: 693475105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Renu Khator | Management | For | For |
| 1i | Elect Director Linda R. Medler | Management | For | For |
| 1j | Elect Director Robert A. Niblock | Management | For | For |
| 1k | Elect Director Martin Pfinsgraff | Management | For | For |
| 1l | Elect Director Bryan S. Salesky | Management | For | For |
| 1m | Elect Director Toni Townes-whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE PROGRESSIVE CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: PGR
SECURITY ID: 743315103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE TRAVELERS COMPANIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TRV
SECURITY ID: 89417E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan L. Beller | Management | For | For |
| 1b | Elect Director Janet M. Dolan | Management | For | For |
| 1c | Elect Director Russell G. Golden | Management | For | For |
| 1d | Elect Director Patricia L. Higgins | Management | For | For |
| 1e | Elect Director William J. Kane | Management | For | For |
| 1f | Elect Director Thomas B. Leonardi | Management | For | For |
| 1g | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Philip T. (Pete) Ruegger, III | Management | For | For |
| 1j | Elect Director Rafael Santana | Management | For | For |
| 1k | Elect Director Todd C. Schermerhorn | Management | For | For |
| 1l | Elect Director Alan D. Schnitzer | Management | For | For |
| 1m | Elect Director Laurie J. Thomsen | Management | For | For |
| 1n | Elect Director Bridget van Kralingen | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting | Shareholder | Against | Against |
| 7 | Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development | Shareholder | Against | Against |
| 8 | Oversee and Report on a Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 9 | Ensure Policies Do Not Support Police Violations of Civil Rights | Shareholder | Against | Against |
| 10 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities - Withdrawn | Shareholder | None | None |
| TIPTREE INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TIPT
SECURITY ID: 88822Q103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Friedman | Management | For | For |
| 1.2 | Elect Director Randy S. Maultsby | Management | For | For |
| 1.3 | Elect Director Bradley E. Smith | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| TOMPKINS FINANCIAL CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TMP
SECURITY ID: 890110109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John E. Alexander | Management | For | For |
| 1.2 | Elect Director Paul J. Battaglia | Management | For | For |
| 1.3 | Elect Director Nancy E. Catarisano | Management | For | For |
| 1.4 | Elect Director Daniel J. Fessenden | Management | For | For |
| 1.5 | Elect Director James W. Fulmer | Management | For | For |
| 1.6 | Elect Director Patricia A. Johnson | Management | For | For |
| 1.7 | Elect Director Angela B. Lee | Management | For | For |
| 1.8 | Elect Director John D. McClurg | Management | For | For |
| 1.9 | Elect Director Ita M. Rahilly | Management | For | For |
| 1.10 | Elect Director Thomas R. Rochon | Management | For | For |
| 1.11 | Elect Director Stephen S. Romaine | Management | For | For |
| 1.12 | Elect Director Michael H. Spain | Management | For | For |
| 1.13 | Elect Director Jennifer R. Tegan | Management | For | For |
| 1.14 | Elect Director Alfred J. Weber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| TOWNEBANK
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TOWN
SECURITY ID: 89214P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey F. Benson | Management | For | For |
| 1b | Elect Director Douglas D. Ellis | Management | For | For |
| 1c | Elect Director John W. Failes | Management | For | For |
| 1d | Elect Director William I. Foster, III | Management | For | For |
| 1e | Elect Director Robert C. Hatley | Management | For | For |
| 1f | Elect Director Howard J. Jung | Management | For | For |
| 1g | Elect Director Aubrey L. Layne, Jr. | Management | For | For |
| 1h | Elect Director Stephanie J. Marioneaux | Management | For | For |
| 1i | Elect Director Juan M. Montero, II | Management | For | For |
| 1j | Elect Director Thomas K. Norment, Jr. | Management | For | For |
| 1k | Elect Director J. Christopher Perry | Management | For | For |
| 1l | Elect Director Alan S. Witt | Management | For | For |
| 2 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TPG RE FINANCE TRUST, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: TRTX
SECURITY ID: 87266M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Avi Banyasz | Management | For | For |
| 1.2 | Elect Director Doug Bouquard | Management | For | For |
| 1.3 | Elect Director Michael Gillmore | Management | For | For |
| 1.4 | Elect Director Julie Hong | Management | For | For |
| 1.5 | Elect Director Todd Schuster | Management | For | For |
| 1.6 | Elect Director Wendy Silverstein | Management | For | For |
| 1.7 | Elect Director Bradley Smith | Management | For | For |
| 1.8 | Elect Director Gregory White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TPG, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: TPG
SECURITY ID: 872657101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David Bonderman | Management | For | For |
| 1b | Elect Director Gunther Bright | Management | For | For |
| 1c | Elect Director Maya Chorengel | Management | For | For |
| 1d | Elect Director Jonathan Coslet | Management | For | For |
| 1e | Elect Director James G. 'Jim' Coulter | Management | For | For |
| 1f | Elect Director Mary Cranston | Management | For | For |
| 1g | Elect Director Kelvin Davis | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director Ganendran 'Ganen' Sarvananthan | Management | For | For |
| 1j | Elect Director Todd Sisitsky | Management | For | For |
| 1k | Elect Director David Trujillo | Management | For | For |
| 1l | Elect Director Anilu Vazquez-Ubarri | Management | For | For |
| 1m | Elect Director Jack Weingart | Management | For | For |
| 1n | Elect Director Jon Winkelried | Management | For | For |
| 2a | Elect James G. 'Jim' Coulter as Member of Executive Committee | Management | For | For |
| 2b | Elect Kelvin Davis as Member of Executive Committee | Management | For | For |
| 2c | Elect Ganendran 'Ganen' Sarvananthan as Member of Executive Committee | Management | For | For |
| 2d | Elect Todd Sisitsky as Member of Executive Committee | Management | For | For |
| 2e | Elect David Trujillo as Member of Executive Committee | Management | For | For |
| 2f | Elect Anilu Vazquez-Ubarri as Member of Executive Committee | Management | For | For |
| 2g | Elect Jack Weingart as Member of Executive Committee | Management | For | For |
| 2h | Elect Jon Winkelried as Member of Executive Committee | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Amend Charter to Provide Full Board with Powers Currently Reserved for Executive Committee | Management | For | For |
| TRADEWEB MARKETS INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: TW
SECURITY ID: 892672106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Troy Dixon | Management | For | For |
| 1.2 | Elect Director Scott Ganeles | Management | For | For |
| 1.3 | Elect Director Catherine Johnson | Management | For | For |
| 1.4 | Elect Director Murray Roos | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TRICO BANCSHARES
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TCBK
SECURITY ID: 896095106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kirsten E. Garen | Management | For | For |
| 1.2 | Elect Director Cory W. Giese | Management | For | For |
| 1.3 | Elect Director John S. A. Hasbrook | Management | For | For |
| 1.4 | Elect Director Margaret L. Kane | Management | For | For |
| 1.5 | Elect Director Michael W. Koehnen | Management | For | For |
| 1.6 | Elect Director Anthony L. Leggio | Management | For | For |
| 1.7 | Elect Director Martin A. Mariani | Management | For | For |
| 1.8 | Elect Director Thomas C. McGraw | Management | For | For |
| 1.9 | Elect Director Jon Y. Nakamura | Management | For | For |
| 1.10 | Elect Director Richard P. Smith | Management | For | For |
| 1.11 | Elect Director Kimberley H. Vogel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| TRIUMPH FINANCIAL, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: TFIN
SECURITY ID: 89679E300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carlos M. Sepulveda, Jr. | Management | For | For |
| 1.2 | Elect Director Aaron P. Graft | Management | For | For |
| 1.3 | Elect Director Charles A. Anderson | Management | For | For |
| 1.4 | Elect Director Harrison B. Barnes | Management | For | For |
| 1.5 | Elect Director Debra A. Bradford | Management | For | For |
| 1.6 | Elect Director Richard L. Davis | Management | For | For |
| 1.7 | Elect Director Davis Deadman | Management | For | For |
| 1.8 | Elect Director Laura K. Easley | Management | For | For |
| 1.9 | Elect Director Maribess L. Miller | Management | For | For |
| 1.10 | Elect Director Michael P. Rafferty | Management | For | For |
| 1.11 | Elect Director C. Todd Sparks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Crowe LLP as Auditors | Management | For | For |
| TRUIST FINANCIAL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: TFC
SECURITY ID: 89832Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TRUPANION, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: TRUP
SECURITY ID: 898202106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dan Levitan | Management | For | For |
| 1b | Elect Director Murray Low | Management | For | For |
| 1c | Elect Director Howard Rubin | Management | For | For |
| 2a | Elect Director Jacqueline "Jackie" Davidson | Management | For | For |
| 2b | Elect Director Paulette Dodson | Management | For | For |
| 2c | Elect Director Elizabeth "Betsy" McLaughlin | Management | For | For |
| 2d | Elect Director Darryl Rawlings | Management | For | For |
| 2e | Elect Director Zay Satchu | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRUSTCO BANK CORP NY
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TRST
SECURITY ID: 898349204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis A. DeGennaro | Management | For | For |
| 1b | Elect Director Brian C. Flynn | Management | For | For |
| 1c | Elect Director Lisa M. Lucarelli | Management | For | For |
| 1d | Elect Director Thomas O. Maggs | Management | For | For |
| 1e | Elect Director Anthony J. Marinello | Management | For | For |
| 1f | Elect Director Robert J. McCormick | Management | For | For |
| 1g | Elect Director Curtis N. Powell | Management | For | For |
| 1h | Elect Director Kimberly A. Russell | Management | For | For |
| 1i | Elect Director Alejandro M. Sanchez *Withdrawn Resolution* | Management | None | None |
| 1j | Elect Director Frank B. Silverman | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| TRUSTMARK CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: TRMK
SECURITY ID: 898402102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adolphus B. Baker | Management | For | For |
| 1b | Elect Director William A. Brown | Management | For | For |
| 1c | Elect Director Augustus L. Collins | Management | For | For |
| 1d | Elect Director Tracy T. Conerly | Management | For | For |
| 1e | Elect Director Duane A. Dewey | Management | For | For |
| 1f | Elect Director Marcelo Eduardo | Management | For | For |
| 1g | Elect Director J. Clay Hays, Jr. | Management | For | For |
| 1h | Elect Director Gerard R. Host | Management | For | For |
| 1i | Elect Director Harris V. Morrissette | Management | For | For |
| 1j | Elect Director Richard H. Puckett | Management | For | For |
| 1k | Elect Director William G. Yates, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Articles of Incorporation to Provide for Exculpation of Directors | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| TWO HARBORS INVESTMENT CORP.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: TWO
SECURITY ID: 90187B804
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director E. Spencer Abraham | Management | For | For |
| 1b | Elect Director James J. Bender | Management | For | For |
| 1c | Elect Director William Greenberg | Management | For | For |
| 1d | Elect Director Karen Hammond | Management | For | For |
| 1e | Elect Director Stephen G. Kasnet | Management | For | For |
| 1f | Elect Director W. Reid Sanders | Management | For | For |
| 1g | Elect Director James A. Stern | Management | For | For |
| 1h | Elect Director Hope B. Woodhouse | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| U.S. BANCORP
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: USB
SECURITY ID: 902973304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Dorothy J. Bridges | Management | For | For |
| 1c | Elect Director Elizabeth L. Buse | Management | For | For |
| 1d | Elect Director Andrew Cecere | Management | For | For |
| 1e | Elect Director Alan B. Colberg | Management | For | For |
| 1f | Elect Director Kimberly N. Ellison-Taylor | Management | For | For |
| 1g | Elect Director Kimberly J. Harris | Management | For | For |
| 1h | Elect Director Roland A. Hernandez | Management | For | For |
| 1i | Elect Director Richard P. McKenney | Management | For | For |
| 1j | Elect Director Yusuf I. Mehdi | Management | For | For |
| 1k | Elect Director Loretta E. Reynolds | Management | For | For |
| 1l | Elect Director John P. Wiehoff | Management | For | For |
| 1m | Elect Director Scott W. Wine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UMB FINANCIAL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: UMBF
SECURITY ID: 902788108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robin C. Beery | Management | For | For |
| 1.2 | Elect Director Janine A. Davidson | Management | For | For |
| 1.3 | Elect Director Kevin C. Gallagher | Management | For | For |
| 1.4 | Elect Director Greg M. Graves | Management | For | For |
| 1.5 | Elect Director Alexander C. Kemper | Management | For | For |
| 1.6 | Elect Director J. Mariner Kemper | Management | For | For |
| 1.7 | Elect Director Gordon E. Lansford, III | Management | For | For |
| 1.8 | Elect Director Timothy R. Murphy | Management | For | For |
| 1.9 | Elect Director Tamara M. Peterman | Management | For | For |
| 1.10 | Elect Director Kris A. Robbins | Management | For | For |
| 1.11 | Elect Director L. Joshua Sosland | Management | For | For |
| 1.12 | Elect Director Leroy J. Williams, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| UNITED BANKSHARES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: UBSI
SECURITY ID: 909907107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard M. Adams | Management | For | For |
| 1.2 | Elect Director Richard M. Adams, Jr. | Management | For | For |
| 1.3 | Elect Director Charles L. Capito, Jr. | Management | For | For |
| 1.4 | Elect Director Peter A. Converse | Management | For | For |
| 1.5 | Elect Director Michael P. Fitzgerald | Management | For | For |
| 1.6 | Elect Director Patrice A. Harris | Management | For | For |
| 1.7 | Elect Director Diana Lewis Jackson | Management | For | For |
| 1.8 | Elect Director J. Paul McNamara | Management | For | For |
| 1.9 | Elect Director Mark R. Nesselroad | Management | For | For |
| 1.10 | Elect Director Jerold L. Rexroad *Withdrawn* | Management | None | None |
| 1.11 | Elect Director Lacy I. Rice, III | Management | For | For |
| 1.12 | Elect Director Albert H. Small, Jr. | Management | For | For |
| 1.13 | Elect Director Mary K. Weddle | Management | For | For |
| 1.14 | Elect Director Gary G. White | Management | For | For |
| 1.15 | Elect Director P. Clinton Winter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNITED COMMUNITY BANKS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: UCBI
SECURITY ID: 90984P303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer M. Bazante | Management | For | For |
| 1.2 | Elect Director George B. Bell | Management | For | For |
| 1.3 | Elect Director James P. Clements | Management | For | For |
| 1.4 | Elect Director Kenneth L. Daniels | Management | For | For |
| 1.5 | Elect Director Lance F. Drummond | Management | For | For |
| 1.6 | Elect Director H. Lynn Harton | Management | For | For |
| 1.7 | Elect Director Jennifer K. Mann | Management | For | For |
| 1.8 | Elect Director Thomas A. Richlovsky | Management | For | For |
| 1.9 | Elect Director David C. Shaver | Management | For | For |
| 1.10 | Elect Director Tim R. Wallis | Management | For | For |
| 1.11 | Elect Director David H. Wilkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| UNITED FIRE GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: UFCS
SECURITY ID: 910340108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott L. Carlton | Management | For | For |
| 1.2 | Elect Director Brenda K. Clancy | Management | For | For |
| 1.3 | Elect Director Kevin J. Leidwinger | Management | For | For |
| 1.4 | Elect Director Susan E. Voss | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNIVERSAL INSURANCE HOLDINGS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: UVE
SECURITY ID: 91359V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shannon A. Brown | Management | For | For |
| 1.2 | Elect Director Scott P. Callahan | Management | For | For |
| 1.3 | Elect Director Kimberly D. Campos | Management | For | For |
| 1.4 | Elect Director Stephen J. Donaghy | Management | For | For |
| 1.5 | Elect Director Sean P. Downes | Management | For | For |
| 1.6 | Elect Director Marlene M. Gordon | Management | For | For |
| 1.7 | Elect Director Francis X. McCahill, III | Management | For | For |
| 1.8 | Elect Director Richard D. Peterson | Management | For | For |
| 1.9 | Elect Director Michael A. Pietrangelo | Management | For | For |
| 1.10 | Elect Director Ozzie A. Schindler | Management | For | For |
| 1.11 | Elect Director Jon W. Springer | Management | For | For |
| 1.12 | Elect Director Joel M. Wilentz | 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 Plante & Moran, PLLC as Auditors | Management | For | For |
| UNIVEST FINANCIAL CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: UVSP
SECURITY ID: 915271100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph P. Beebe | Management | For | For |
| 1.2 | Elect Director Natalye Paquin | Management | For | For |
| 1.3 | Elect Director Robert C. Wonderling | Management | For | For |
| 1.4 | Elect Director Martin P. Connor | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNUM GROUP
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: UNM
SECURITY ID: 91529Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1b | Elect Director Susan L. Cross | Management | For | For |
| 1c | Elect Director Susan D. DeVore | Management | For | For |
| 1d | Elect Director Joseph J. Echevarria | Management | For | For |
| 1e | Elect Director Cynthia L. Egan | Management | For | For |
| 1f | Elect Director Kevin T. Kabat | Management | For | For |
| 1g | Elect Director Timothy F. Keaney | Management | For | For |
| 1h | Elect Director Gale V. King | Management | For | For |
| 1i | Elect Director Gloria C. Larson | Management | For | For |
| 1j | Elect Director Richard P. McKenney | Management | For | For |
| 1k | Elect Director Ronald P. O'Hanley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UPSTART HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: UPST
SECURITY ID: 91680M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kerry W. Cooper | Management | For | For |
| 1.2 | Elect Director Mary Hentges | Management | For | For |
| 1.3 | Elect Director Ciaran O'Kelly | 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 |
| UWM HOLDINGS CORP.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: UWMC
SECURITY ID: 91823B109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey A. Ishbia | Management | For | Withhold |
| 1.2 | Elect Director Laura Lawson | Management | For | For |
| 1.3 | Elect Director Isiah Thomas | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VALLEY NATIONAL BANCORP
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: VLY
SECURITY ID: 919794107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew B. Abramson | Management | For | For |
| 1b | Elect Director Peter J. Baum | Management | For | For |
| 1c | Elect Director Eric P. Edelstein | Management | For | For |
| 1d | Elect Director Dafna Landau | Management | For | For |
| 1e | Elect Director Marc J. Lenner | Management | For | For |
| 1f | Elect Director Peter V. Maio | Management | For | For |
| 1g | Elect Director Avner Mendelson | Management | For | For |
| 1h | Elect Director Ira Robbins | Management | For | For |
| 1i | Elect Director Suresh L. Sani | Management | For | For |
| 1j | Elect Director Lisa J. Schultz | Management | For | For |
| 1k | Elect Director Jennifer W. Steans | Management | For | For |
| 1l | Elect Director Jeffrey S. Wilks | Management | For | For |
| 1m | Elect Director Sidney S. Williams, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| VERITEX HOLDINGS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: VBTX
SECURITY ID: 923451108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director C. Malcolm Holland, III | Management | For | For |
| 1.2 | Elect Director Arcilia Acosta | Management | For | For |
| 1.3 | Elect Director Pat S. Bolin | Management | For | For |
| 1.4 | Elect Director April Box | Management | For | For |
| 1.5 | Elect Director Blake Bozman | Management | For | For |
| 1.6 | Elect Director William D. Ellis | Management | For | For |
| 1.7 | Elect Director William E. Fallon | Management | For | For |
| 1.8 | Elect Director Mark C. Griege | Management | For | For |
| 1.9 | Elect Director Gordon Huddleston | Management | For | For |
| 1.10 | Elect Director Steven D. Lerner | Management | For | For |
| 1.11 | Elect Director Manuel J. Mehos | Management | For | For |
| 1.12 | Elect Director Gregory B. Morrison | Management | For | For |
| 1.13 | Elect Director John T. Sughrue | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| VICTORY CAPITAL HOLDINGS, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: VCTR
SECURITY ID: 92645B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary M. Jackson | Management | For | For |
| 1b | Elect Director Robert J. Hurst | Management | For | For |
| 1c | Elect Director Alan H. Rappaport | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VIRTU FINANCIAL, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: VIRT
SECURITY ID: 928254101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas A. Cifu | Management | For | For |
| 1.2 | Elect Director Joseph J. Grano, Jr. | Management | For | For |
| 1.3 | Elect Director Joanne M. Minieri | 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 Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| VIRTUS INVESTMENT PARTNERS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTS
SECURITY ID: 92828Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George R. Aylward | Management | For | For |
| 1b | Elect Director Paul G. Greig | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| VOYA FINANCIAL, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: VOYA
SECURITY ID: 929089100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynne Biggar | Management | For | For |
| 1b | Elect Director Stephen Bowman | Management | For | For |
| 1c | Elect Director Yvette S. Butler | Management | For | For |
| 1d | Elect Director Jane P. Chwick | Management | For | For |
| 1e | Elect Director Kathleen DeRose | Management | For | For |
| 1f | Elect Director Hikmet Ersek | Management | For | For |
| 1g | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1h | Elect Director Heather Lavallee | Management | For | For |
| 1i | Elect Director Aylwin B. Lewis | Management | For | For |
| 1j | Elect Director Rodney O. Martin, Jr. | Management | For | For |
| 1k | Elect Director Joseph V. Tripodi | Management | For | For |
| 1l | Elect Director David Zwiener | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| W. R. BERKLEY CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: WRB
SECURITY ID: 084423102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Robert Berkley, Jr. | Management | For | For |
| 1b | Elect Director Maria Luisa Ferre | Management | For | For |
| 1c | Elect Director Daniel L. Mosley | Management | For | For |
| 1d | Elect Director Mark L. Shapiro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| WALKER & DUNLOP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: WD
SECURITY ID: 93148P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen D. Levy | Management | For | For |
| 1.2 | Elect Director Michael D. Malone | Management | For | For |
| 1.3 | Elect Director John Rice | Management | For | For |
| 1.4 | Elect Director Dana L. Schmaltz | Management | For | For |
| 1.5 | Elect Director Howard W. Smith, III | Management | For | For |
| 1.6 | Elect Director William M. Walker | Management | For | For |
| 1.7 | Elect Director Michael J. Warren | Management | For | For |
| 1.8 | Elect Director Donna C. Wells | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WASHINGTON FEDERAL, INC.
MEETING DATE: FEB 14, 2023 |
||||
|
TICKER: WAFD
SECURITY ID: 938824109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen M. Graham | Management | For | For |
| 1.2 | Elect Director David K. Grant | Management | For | For |
| 1.3 | Elect Director Randall H. Talbot | Management | For | For |
| 2 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Amend Deferred Compensation Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WASHINGTON FEDERAL, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: WAFD
SECURITY ID: 938824109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| WASHINGTON TRUST BANCORP, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WASH
SECURITY ID: 940610108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Bowen | Management | For | For |
| 1.2 | Elect Director Robert A. DiMuccio | Management | For | For |
| 1.3 | Elect Director Mark K. W. Gim | Management | For | For |
| 1.4 | Elect Director Sandra Glaser Parrillo | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WATERSTONE FINANCIAL, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: WSBF
SECURITY ID: 94188P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael L. Hansen | Management | For | For |
| 1.2 | Elect Director Stephen J. Schmidt | Management | For | For |
| 1.3 | Elect Director Derek L. Tyus | Management | For | For |
| 2 | Ratify FORVIS LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WEBSTER FINANCIAL CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: WBS
SECURITY ID: 947890109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John R. Ciulla | Management | For | For |
| 1b | Elect Director Jack L. Kopnisky | Management | For | For |
| 1c | Elect Director William L. Atwell | Management | For | For |
| 1d | Elect Director John P. Cahill | Management | For | For |
| 1e | Elect Director E. Carol Hayles | Management | For | For |
| 1f | Elect Director Linda H. Ianieri | Management | For | For |
| 1g | Elect Director Mona Aboelnaga Kanaan | Management | For | For |
| 1h | Elect Director James J. Landy | Management | For | For |
| 1i | Elect Director Maureen B. Mitchell | Management | For | For |
| 1j | Elect Director Laurence C. Morse | Management | For | For |
| 1k | Elect Director Karen R. Osar | Management | For | For |
| 1l | Elect Director Richard O'Toole | Management | For | For |
| 1m | Elect Director Mark Pettie | Management | For | For |
| 1n | Elect Director Lauren C. States | Management | For | For |
| 1o | Elect Director William E. Whiston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| WELLS FARGO & COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WFC
SECURITY ID: 949746101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WESBANCO, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: WSBC
SECURITY ID: 950810101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd F. Clossin | Management | For | For |
| 1.2 | Elect Director Michael J. Crawford | Management | For | For |
| 1.3 | Elect Director Abigail M. Feinknopf | Management | For | For |
| 1.4 | Elect Director Denise H. Knouse-Snyder | Management | For | For |
| 1.5 | Elect Director Jay T. McCamic | Management | For | For |
| 1.6 | Elect Director F. Eric Nelson, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Other Business | Management | For | Against |
| WESTAMERICA BANCORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: WABC
SECURITY ID: 957090103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director E. Joseph Bowler | Management | For | For |
| 1.2 | Elect Director Melanie Martella Chiesa | Management | For | For |
| 1.3 | Elect Director Michele Hassid | Management | For | For |
| 1.4 | Elect Director Catherine Cope MacMillan | Management | For | For |
| 1.5 | Elect Director Ronald A. Nelson | Management | For | For |
| 1.6 | Elect Director David L. Payne | Management | For | For |
| 1.7 | Elect Director Edward B. Sylvester | Management | For | For |
| 1.8 | Elect Director Inez Wondeh | 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 Crowe LLP as Auditors | Management | For | For |
| WESTERN ALLIANCE BANCORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: WAL
SECURITY ID: 957638109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce D. Beach | Management | For | For |
| 1.2 | Elect Director Kevin M. Blakely | Management | For | For |
| 1.3 | Elect Director Juan Figuereo | Management | For | For |
| 1.4 | Elect Director Paul S. Galant | Management | For | For |
| 1.5 | Elect Director Howard Gould | Management | For | For |
| 1.6 | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1.7 | Elect Director Mary Tuuk Kuras | Management | For | For |
| 1.8 | Elect Director Robert Latta | Management | For | For |
| 1.9 | Elect Director Anthony Meola | Management | For | For |
| 1.10 | Elect Director Bryan Segedi | Management | For | For |
| 1.11 | Elect Director Donald Snyder | Management | For | For |
| 1.12 | Elect Director Sung Won Sohn | Management | For | For |
| 1.13 | Elect Director Kenneth A. Vecchione | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| WHITE MOUNTAINS INSURANCE GROUP, LTD.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: WTM
SECURITY ID: G9618E107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director G. Manning Rountree | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Weston M. Hicks | Management | For | For |
| 1.4 | Elect Director Steven M. Yi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: WTW
SECURITY ID: G96629103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dame Inga Beale | Management | For | For |
| 1b | Elect Director Fumbi Chima | Management | For | For |
| 1c | Elect Director Stephen Chipman | Management | For | For |
| 1d | Elect Director Michael Hammond | Management | For | For |
| 1e | Elect Director Carl Hess | Management | For | For |
| 1f | Elect Director Jacqueline Hunt | Management | For | For |
| 1g | Elect Director Paul Reilly | Management | For | For |
| 1h | Elect Director Michelle Swanback | Management | For | For |
| 1i | Elect Director Paul Thomas | Management | For | For |
| 1j | Elect Director Fredric Tomczyk | Management | For | For |
| 2 | Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| WINTRUST FINANCIAL CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: WTFC
SECURITY ID: 97650W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth H. Connelly | Management | For | For |
| 1.2 | Elect Director Timothy S. Crane | Management | For | For |
| 1.3 | Elect Director Peter D. Crist | Management | For | For |
| 1.4 | Elect Director William J. Doyle | Management | For | For |
| 1.5 | Elect Director Marla F. Glabe | Management | For | For |
| 1.6 | Elect Director H. Patrick Hackett, Jr. | Management | For | For |
| 1.7 | Elect Director Scott K. Heitmann | Management | For | For |
| 1.8 | Elect Director Brian A. Kenney | Management | For | For |
| 1.9 | Elect Director Deborah L. Hall Lefevre | Management | For | For |
| 1.10 | Elect Director Suzet M. McKinney | Management | For | For |
| 1.11 | Elect Director Gary D. "Joe" Sweeney | Management | For | For |
| 1.12 | Elect Director Karin Gustafson Teglia | Management | For | For |
| 1.13 | Elect Director Alex E. Washington, III | Management | For | For |
| 1.14 | Elect Director Edward J. Wehmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WISDOMTREE INVESTMENTS, INC.
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: WETF
SECURITY ID: 97717P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Lynn S. Blake | Management | For | For |
| 1B | Elect Director Susan Cosgrove | Management | For | For |
| 1C | Elect Director Win Neuger | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Declassify the Board of Directors | Management | For | For |
| WISDOMTREE, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: WT
SECURITY ID: 97717P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 6 Directors | ||||
| 1A | Elect Management Nominee Director Lynn S. Blake | Management | For | Did Not Vote |
| 1B | Elect Management Nominee Director Daniela Mielke | Management | For | Did Not Vote |
| 1C | Elect Management Nominee Director Win Neuger | Management | For | Did Not Vote |
| 1D | Elect Management Nominee Director Shamla Naidoo | Management | For | Did Not Vote |
| 1E | Elect Management Nominee Director Frank Salerno | Management | For | Did Not Vote |
| 1F | Elect Management Nominee Director Jonathan Steinberg | Management | For | Did Not Vote |
| 1G | Elect Dissident Nominee Director Bruce E. Aust | Shareholder | Withhold | Did Not Vote |
| 1H | Elect Dissident Nominee Director Tonia Pankopf | Shareholder | Withhold | Did Not Vote |
| 1I | Elect Dissident Nominee Director Graham Tuckwell | Shareholder | Withhold | Did Not Vote |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 4 | Adopt Shareholder Rights Plan | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 6 Directors | ||||
| ETFS NOMINEES | ||||
| 1.1 | Elect Dissident Nominee Director Bruce E. Aust | Shareholder | For | For |
| 1.2 | Elect Dissident Nominee Director Tonia Pankopf | Shareholder | For | For |
| 1.3 | Elect Dissident Nominee Director Graham Tuckwell | Shareholder | For | Withhold |
| COMPANY NOMINEES UNOPPOSED BY ETFS | ||||
| 1.1 | Elect Management Nominee Director Lynn S. Blake | Management | For | For |
| 1.2 | Elect Management Nominee Director Daniela Mielke | Management | For | For |
| 1.3 | Elect Management Nominee Director Jonathan Steinberg | Management | For | For |
| COMPANY NOMINEES OPPOSED BY ETFS | ||||
| 1.1 | Elect Management Nominee Director Shamla Naidoo | Management | Against | For |
| 1.2 | Elect Management Nominee Director Win Neuger | Management | Against | Withhold |
| 1.3 | Elect Management Nominee Director Frank Salerno | Management | Against | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | None | For |
| 4 | Adopt Shareholder Rights Plan | Management | None | For |
| WORLD ACCEPTANCE CORPORATION
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: WRLD
SECURITY ID: 981419104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ken R. Bramlett, Jr. | Management | For | For |
| 1.2 | Elect Director R. Chad Prashad | Management | For | For |
| 1.3 | Elect Director Scott J. Vassalluzzo | Management | For | For |
| 1.4 | Elect Director Charles D. Way | Management | For | For |
| 1.5 | Elect Director Darrell E. Whitaker | Management | For | For |
| 1.6 | Elect Director Elizabeth R. Neuhoff | Management | For | For |
| 1.7 | Elect Director Benjamin E. Robinson, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| WSFS FINANCIAL CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: WSFS
SECURITY ID: 929328102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1.2 | Elect Director Nancy J. Foster | Management | For | For |
| 1.3 | Elect Director David G. Turner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| ZIONS BANCORPORATION, N.A.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ZION
SECURITY ID: 989701107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Maria Contreras-Sweet | Management | For | For |
| 1B | Elect Director Gary L. Crittenden | Management | For | For |
| 1C | Elect Director Suren K. Gupta | Management | For | For |
| 1D | Elect Director Claire A. Huang | Management | For | For |
| 1E | Elect Director Vivian S. Lee | Management | For | For |
| 1F | Elect Director Scott J. McLean | Management | For | For |
| 1G | Elect Director Edward F. Murphy | Management | For | For |
| 1H | Elect Director Stephen D. Quinn | Management | For | For |
| 1I | Elect Director Harris H. Simmons | Management | For | For |
| 1J | Elect Director Aaron B. Skonnard | Management | For | For |
| 1K | Elect Director Barbara A. Yastine | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI HEALTH CARE INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 10X GENOMICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: TXG
SECURITY ID: 88025U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Benjamin J. Hindson | Management | For | For |
| 1.2 | Elect Director Serge Saxonov | Management | For | For |
| 1.3 | Elect Director John R. Stuelpnagel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 1LIFE HEALTHCARE, INC.
MEETING DATE: SEP 22, 2022 |
||||
|
TICKER: ONEM
SECURITY ID: 68269G107
|
||||
| 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 |
| 23ANDME HOLDING CO.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: ME
SECURITY ID: 90138Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | Withhold |
| 1.2 | Elect Director Patrick Chung | Management | For | For |
| 1.3 | Elect Director Sandra Hernandez | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 2SEVENTY BIO, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: TSVT
SECURITY ID: 901384107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel S. Lynch | Management | For | For |
| 1.2 | Elect Director Sarah Glickman | Management | For | For |
| 1.3 | Elect Director Wei Lin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 4D MOLECULAR THERAPEUTICS, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: FDMT
SECURITY ID: 35104E100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Miller-Rich | Management | For | For |
| 1.2 | Elect Director John F. Milligan | Management | For | For |
| 1.3 | Elect Director Shawn Cline Tomasello | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ABBOTT LABORATORIES
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: ABT
SECURITY ID: 002824100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | Against |
| 1.9 | Elect Director Michael G. O'Grady | Management | For | For |
| 1.10 | Elect Director Michael F. Roman | Management | For | For |
| 1.11 | Elect Director Daniel J. Starks | Management | For | For |
| 1.12 | Elect Director John G. Stratton | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| ABBVIE INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ABBV
SECURITY ID: 00287Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ABIOMED, INC.
MEETING DATE: AUG 10, 2022 |
||||
|
TICKER: ABMD
SECURITY ID: 003654100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Minogue | Management | For | For |
| 1.2 | Elect Director Martin P. Sutter | Management | For | Withhold |
| 1.3 | Elect Director Paula A. Johnson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ACADIA HEALTHCARE COMPANY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ACHC
SECURITY ID: 00404A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Fucci | Management | For | For |
| 1b | Elect Director Wade D. Miquelon | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ACADIA PHARMACEUTICALS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ACAD
SECURITY ID: 004225108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Daly | Management | For | Withhold |
| 1.2 | Elect Director Edmund P. Harrigan | Management | For | For |
| 1.3 | Elect Director Adora Ndu | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ACCOLADE, INC.
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: ACCD
SECURITY ID: 00437E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Neff | Management | For | For |
| 1.2 | Elect Director Jeffrey Brodsky | Management | For | For |
| 1.3 | Elect Director Elizabeth Nabel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ACLARIS THERAPEUTICS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ACRS
SECURITY ID: 00461U105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anand Mehra | Management | For | For |
| 1.2 | Elect Director Andrew Powell | Management | For | Withhold |
| 1.3 | Elect Director Maxine Gowen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ADAPTHEALTH CORP.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: AHCO
SECURITY ID: 00653Q102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard Barasch | Management | For | Withhold |
| 1.2 | Elect Director Stephen Griggs *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Gregory Belinfanti | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADAPTIVE BIOTECHNOLOGIES CORPORATION
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: ADPT
SECURITY ID: 00650F109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Katey Owen | Management | For | For |
| 1.2 | Elect Director Robert Hershberg | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ADDUS HOMECARE CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ADUS
SECURITY ID: 006739106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heather Dixon | Management | For | For |
| 1.2 | Elect Director Michael Earley | Management | For | For |
| 1.3 | Elect Director Veronica Hill-Milbourne | 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 |
| ADICET BIO, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ACET
SECURITY ID: 007002108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl L. Gordon | Management | For | Withhold |
| 1.2 | Elect Director Steve Dubin | Management | For | Withhold |
| 1.3 | Elect Director Jeffrey Chodakewitz | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ADMA BIOLOGICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ADMA
SECURITY ID: 000899104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Bryant. E. Fong | Management | For | For |
| 2 | Ratify CohnReznick LLP as Auditors | Management | For | For |
| AERIE PHARMACEUTICALS, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: AERI
SECURITY ID: 00771V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| AEROVATE THERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: AVTE
SECURITY ID: 008064107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Allison Dorval | Management | For | For |
| 1.2 | Elect Director Joshua Resnick | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| AGENUS INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: AGEN
SECURITY ID: 00847G705
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| AGENUS INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: AGEN
SECURITY ID: 00847G705
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Garo H. Armen | Management | For | For |
| 1.2 | Elect Director Susan Hirsch | Management | For | For |
| 1.3 | Elect Director Ulf Wiinberg | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| AGILENT TECHNOLOGIES, INC.
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: A
SECURITY ID: 00846U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heidi K. Kunz | Management | For | For |
| 1.2 | Elect Director Susan H. Rataj | Management | For | For |
| 1.3 | Elect Director George A. Scangos | Management | For | For |
| 1.4 | Elect Director Dow R. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AGILITI, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: AGTI
SECURITY ID: 00848J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary L. Gottlieb | Management | For | For |
| 1.2 | Elect Director Diane B. Patrick | Management | For | For |
| 1.3 | Elect Director Scott M. Sperling | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AGILON HEALTH, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AGL
SECURITY ID: 00857U107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ron Williams | Management | For | For |
| 1b | Elect Director Derek L. Strum | Management | For | For |
| 1c | Elect Director Diana L. McKenzie | Management | For | For |
| 1d | Elect Director Karen McLoughlin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AGIOS PHARMACEUTICALS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: AGIO
SECURITY ID: 00847X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rahul Ballal | Management | For | For |
| 1.2 | Elect Director Brian Goff | Management | For | For |
| 1.3 | Elect Director Cynthia Smith | 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 |
| AKERO THERAPEUTICS, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: AKRO
SECURITY ID: 00973Y108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Cheng | Management | For | For |
| 1.2 | Elect Director Jane Henderson | Management | For | For |
| 1.3 | Elect Director Mark T. Iwicki | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALECTOR, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ALEC
SECURITY ID: 014442107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth Garofalo | Management | For | For |
| 1.2 | Elect Director Terry McGuire | Management | For | For |
| 1.3 | Elect Director Kristine Yaffe | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALIGN TECHNOLOGY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ALGN
SECURITY ID: 016255101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin J. Dallas | Management | For | For |
| 1.2 | Elect Director Joseph M. Hogan | Management | For | For |
| 1.3 | Elect Director Joseph Lacob | Management | For | Against |
| 1.4 | Elect Director C. Raymond Larkin, Jr. | Management | For | For |
| 1.5 | Elect Director George J. Morrow | Management | For | For |
| 1.6 | Elect Director Anne M. Myong | Management | For | For |
| 1.7 | Elect Director Andrea L. Saia | Management | For | For |
| 1.8 | Elect Director Susan E. Siegel | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALIGNMENT HEALTHCARE, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ALHC
SECURITY ID: 01625V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jody Bilney | Management | For | For |
| 1.2 | Elect Director David Hodgson | Management | For | For |
| 1.3 | Elect Director Jacqueline Kosecoff | Management | For | Withhold |
| 1.4 | Elect Director Jeffrey Margolis | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ALKERMES PLC
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: ALKS
SECURITY ID: G01767105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Emily Peterson Alva | Management | For | For |
| 1B | Elect Director Cato T. Laurencin | Management | For | For |
| 1C | Elect Director Brian P. McKeon | Management | For | For |
| 1D | Elect Director Christopher I. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| ALKERMES PLC
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: ALKS
SECURITY ID: G01767105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 7 Directors | ||||
| 1A | Elect Management Nominee Director Emily Peterson Alva | Management | For | For |
| 1B | Elect Management Nominee Director Shane M. Cooke | Management | For | For |
| 1C | Elect Management Nominee Director Richard B. Gaynor | Management | For | For |
| 1D | Elect Management Nominee Director Cato T. Laurencin | Management | For | For |
| 1E | Elect Management Nominee Director Brian P. McKeon | Management | For | For |
| 1F | Elect Management Nominee Director Richard F. Pops | Management | For | For |
| 1G | Elect Management Nominee Director Christopher I. Wright | Management | For | For |
| 1H | Elect Dissident Nominee Director Patrice Bonfiglio | Shareholder | Withhold | Withhold |
| 1I | Elect Dissident Nominee Director Alexander J. Denner | Shareholder | Withhold | Withhold |
| 1J | Elect Dissident Nominee Director Sarah J. Schlesinger | Shareholder | Withhold | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Blue Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 7 Directors | ||||
| SARISSA NOMINEES | ||||
| 1A | Elect Dissident Nominee Director Patrice Bonfiglio | Shareholder | For | Did Not Vote |
| 1B | Elect Dissident Nominee Director Alexander J. Denner | Shareholder | For | Did Not Vote |
| 1C | Elect Dissident Nominee Director Sarah J. Schlesinger | Shareholder | For | Did Not Vote |
| UNOPPOSED COMPANY NOMINEES | ||||
| 1D | Elect Management Nominee Director Emily Peterson Alva | Management | For | Did Not Vote |
| 1E | Elect Management Nominee Director Cato T. Laurencin | Management | For | Did Not Vote |
| 1F | Elect Management Nominee Director Brian P. McKeon | Management | For | Did Not Vote |
| 1G | Elect Management Nominee Director Christopher I. Wright | Management | For | Did Not Vote |
| OPPOSED COMPANY NOMINEES | ||||
| 1H | Elect Management Nominee Director Shane M. Cooke | Management | Withhold | Did Not Vote |
| 1I | Elect Management Nominee Director Richard B. Gaynor | Management | Withhold | Did Not Vote |
| 1J | Elect Management Nominee Director Richard F. Pops | Management | Withhold | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Did Not Vote |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | Did Not Vote |
| 4 | Amend Omnibus Stock Plan | Management | For | Did Not Vote |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | Did Not Vote |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | Did Not Vote |
| ALLAKOS INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ALLK
SECURITY ID: 01671P100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul Walker | Management | For | For |
| 1.2 | Elect Director Amy L. Ladd | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ALLOGENE THERAPEUTICS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: ALLO
SECURITY ID: 019770106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Deborah Messemer | Management | For | For |
| 1b | Elect Director Vicki Sato | Management | For | For |
| 1c | Elect Director Todd Sisitsky | Management | For | Withhold |
| 1d | Elect Director Owen Witte | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ALLOVIR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ALVR
SECURITY ID: 019818103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Bornstein | Management | For | Withhold |
| 1b | Elect Director Diana Brainard | Management | For | For |
| 1c | Elect Director David Hallal | Management | For | For |
| 1d | Elect Director Shawn Tomasello | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| ALNYLAM PHARMACEUTICALS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ALNY
SECURITY ID: 02043Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael W. Bonney | Management | For | For |
| 1b | Elect Director Yvonne L. Greenstreet | Management | For | For |
| 1c | Elect Director Phillip A. Sharp | Management | For | For |
| 1d | Elect Director Elliott Sigal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALPHATEC HOLDINGS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ATEC
SECURITY ID: 02081G201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth Altman | Management | For | For |
| 1.2 | Elect Director Evan Bakst | Management | For | For |
| 1.3 | Elect Director Mortimer Berkowitz, III | Management | For | For |
| 1.4 | Elect Director Quentin Blackford | Management | For | Withhold |
| 1.5 | Elect Director Karen K. McGinnis | Management | For | For |
| 1.6 | Elect Director Marie Meynadier | Management | For | For |
| 1.7 | Elect Director Patrick S. Miles | Management | For | For |
| 1.8 | Elect Director David H. Mowry | Management | For | For |
| 1.9 | Elect Director David R. Pelizzon | Management | For | For |
| 1.10 | Elect Director Jeffrey P. Rydin | Management | For | For |
| 1.11 | Elect Director James L.L. Tullis | Management | For | For |
| 1.12 | Elect Director Ward W. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALX ONCOLOGY HOLDINGS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: ALXO
SECURITY ID: 00166B105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Garland | Management | For | For |
| 1.2 | Elect Director Rekha Hemrajani | Management | For | For |
| 1.3 | Elect Director Jaume Pons | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMEDISYS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: AMED
SECURITY ID: 023436108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard M. Ashworth | Management | For | For |
| 1.2 | Elect Director Vickie L. Capps | Management | For | For |
| 1.3 | Elect Director Molly J. Coye | Management | For | For |
| 1.4 | Elect Director Julie D. Klapstein | Management | For | For |
| 1.5 | Elect Director Teresa L. Kline | Management | For | For |
| 1.6 | Elect Director Paul B. Kusserow | Management | For | For |
| 1.7 | Elect Director Bruce D. Perkins | Management | For | For |
| 1.8 | Elect Director Jeffrey A. Rideout | Management | For | For |
| 1.9 | Elect Director Ivanetta Davis Samuels | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN WELL CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: AMWL
SECURITY ID: 03044L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter L. Slavin | Management | For | Withhold |
| 1.2 | Elect Director Ido Schoenberg | Management | For | For |
| 1.3 | Elect Director Roy Schoenberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERISOURCEBERGEN CORPORATION
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: ABC
SECURITY ID: 03073E105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ornella Barra | Management | For | For |
| 1b | Elect Director Steven H. Collis | Management | For | For |
| 1c | Elect Director D. Mark Durcan | Management | For | For |
| 1d | Elect Director Richard W. Gochnauer | Management | For | For |
| 1e | Elect Director Lon R. Greenberg | Management | For | For |
| 1f | Elect Director Kathleen W. Hyle | Management | For | For |
| 1g | Elect Director Lorence H. Kim | Management | For | For |
| 1h | Elect Director Henry W. McGee | Management | For | For |
| 1i | Elect Director Redonda G. Miller | Management | For | For |
| 1j | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| AMGEN INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: AMGN
SECURITY ID: 031162100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMICUS THERAPEUTICS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FOLD
SECURITY ID: 03152W109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lynn D. Bleil | Management | For | For |
| 1.2 | Elect Director Bradley L. Campbell | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 7 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| AMN HEALTHCARE SERVICES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AMN
SECURITY ID: 001744101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Caballero | Management | For | For |
| 1b | Elect Director Mark G. Foletta | Management | For | For |
| 1c | Elect Director Teri G. Fontenot | Management | For | For |
| 1d | Elect Director Cary S. Grace | Management | For | For |
| 1e | Elect Director R. Jeffrey Harris | Management | For | For |
| 1f | Elect Director Daphne E. Jones | Management | For | For |
| 1g | Elect Director Martha H. Marsh | Management | For | For |
| 1h | Elect Director Sylvia Trent-Adams | Management | For | For |
| 1i | Elect Director Douglas D. Wheat | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| AMNEAL PHARMACEUTICALS, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: AMRX
SECURITY ID: 03168L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emily Peterson Alva | Management | For | For |
| 1b | Elect Director Deb Autor | Management | For | For |
| 1c | Elect Director J. Kevin Buchi | Management | For | Against |
| 1d | Elect Director Jeff George | Management | For | Against |
| 1e | Elect Director John Kiely | Management | For | Against |
| 1f | Elect Director Paul Meister | Management | For | For |
| 1g | Elect Director Ted Nark | Management | For | For |
| 1h | Elect Director Chintu Patel | Management | For | For |
| 1i | Elect Director Chirag Patel | Management | For | For |
| 1j | Elect Director Gautam Patel | Management | For | For |
| 1k | Elect Director Shlomo Yanai | 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 |
| AMPHASTAR PHARMACEUTICALS, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: AMPH
SECURITY ID: 03209R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Floyd F. Petersen | Management | For | For |
| 1b | Elect Director Jacob Liawatidewi | Management | For | For |
| 1c | Elect Director William J. Peters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ANAPTYSBIO, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ANAB
SECURITY ID: 032724106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Magda Marquet | Management | For | For |
| 1.2 | Elect Director Hollings Renton | Management | For | For |
| 1.3 | Elect Director John P. Schmid | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| ANAVEX LIFE SCIENCES CORP.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: AVXL
SECURITY ID: 032797300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher Missling | Management | For | For |
| 1.2 | Elect Director Claus van der Velden | Management | For | Withhold |
| 1.3 | Elect Director Athanasios Skarpelos | Management | For | Withhold |
| 1.4 | Elect Director Jiong Ma | Management | For | For |
| 1.5 | Elect Director Steffen Thomas | Management | For | For |
| 1.6 | Elect Director Peter Donhauser | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ANGIODYNAMICS, INC.
MEETING DATE: NOV 03, 2022 |
||||
|
TICKER: ANGO
SECURITY ID: 03475V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis S. Meteny | Management | For | For |
| 1.2 | Elect Director Michael E. Tarnoff | 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 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| ANI PHARMACEUTICALS, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: ANIP
SECURITY ID: 00182C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert E. Brown, Jr. *Withdrawn Resolution* | Management | None | None |
| 1b | Elect Director Thomas Haughey | Management | For | Against |
| 1c | Elect Director Nikhil Lalwani | Management | For | For |
| 1d | Elect Director David B. Nash | Management | For | Against |
| 1e | Elect Director Antonio R. Pera | Management | For | For |
| 1f | Elect Director Renee P. Tannenbaum | Management | For | For |
| 1g | Elect Director Muthusamy Shanmugam | Management | For | For |
| 1h | Elect Director Jeanne A. Thoma | Management | For | For |
| 1i | Elect Director Patrick D. Walsh | Management | For | For |
| 2 | Ratify EisnerAmper LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ANIKA THERAPEUTICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ANIK
SECURITY ID: 035255108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary P. Fischetti | Management | For | For |
| 1b | Elect Director John B. Henneman, III | Management | For | For |
| 1c | Elect Director Susan L. N. Vogt | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| APELLIS PHARMACEUTICALS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: APLS
SECURITY ID: 03753U106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerald Chan | Management | For | For |
| 1.2 | Elect Director Cedric Francois | 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 |
| APOLLO MEDICAL HOLDINGS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: AMEH
SECURITY ID: 03763A207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth Sim | Management | For | For |
| 1.2 | Elect Director Thomas S. Lam | Management | For | For |
| 1.3 | Elect Director Mitchell W. Kitayama | Management | For | For |
| 1.4 | Elect Director David G. Schmidt | Management | For | For |
| 1.5 | Elect Director Linda Marsh | Management | For | For |
| 1.6 | Elect Director John Chiang | Management | For | For |
| 1.7 | Elect Director Matthew Mazdyasni | Management | For | For |
| 1.8 | Elect Director J. Lorraine Estradas | Management | For | For |
| 1.9 | Elect Director Weili Dai | 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 |
| ARCELLX, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: ACLX
SECURITY ID: 03940C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ali Behbahani | Management | For | Withhold |
| 1.2 | Elect Director Derek Yoon | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARCTURUS THERAPEUTICS HOLDINGS INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ARCT
SECURITY ID: 03969T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Farrell | Management | For | For |
| 1.2 | Elect Director Joseph E. Payne | Management | For | For |
| 1.3 | Elect Director Andy Sassine | Management | For | For |
| 1.4 | Elect Director James Barlow | Management | For | For |
| 1.5 | Elect Director Edward W. Holmes | Management | For | For |
| 1.6 | Elect Director Magda Marquet | Management | For | For |
| 1.7 | Elect Director Jing L. Marantz | Management | For | For |
| 1.8 | Elect Director John H. Markels | 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 |
| ARCUS BIOSCIENCES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: RCUS
SECURITY ID: 03969F109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David Lacey | Management | For | For |
| 1b | Elect Director Juan Carlos Jaen | Management | For | For |
| 1c | Elect Director Merdad Parsey | Management | For | For |
| 1d | Elect Director Nicole Lambert | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARCUTIS BIOTHERAPEUTICS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: ARQT
SECURITY ID: 03969K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick J. Heron | Management | For | For |
| 1b | Elect Director Neha Krishnamohan | Management | For | For |
| 1c | Elect Director Todd Franklin Watanabe | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARDELYX, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ARDX
SECURITY ID: 039697107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Bazemore | Management | For | For |
| 1.2 | Elect Director Muna Bhanji | Management | For | For |
| 1.3 | Elect Director Richard Rodgers | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARROWHEAD PHARMACEUTICALS, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: ARWR
SECURITY ID: 04280A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglass Given | Management | For | For |
| 1b | Elect Director Michael S. Perry | Management | For | For |
| 1c | Elect Director Christopher Anzalone | Management | For | For |
| 1d | Elect Director Marianne De Backer | Management | For | For |
| 1e | Elect Director Mauro Ferrari | Management | For | For |
| 1f | Elect Director Adeoye Olukotun | Management | For | For |
| 1g | Elect Director William Waddill | Management | For | For |
| 1h | Elect Director Victoria Vakiener | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Ratify Rose, Snyder & Jacobs LLP as Auditors | Management | For | For |
| ARTIVION, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: AORT
SECURITY ID: 228903100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas F. Ackerman | Management | For | For |
| 1.2 | Elect Director Daniel J. Bevevino | Management | For | For |
| 1.3 | Elect Director Marna P. Borgstrom | Management | For | For |
| 1.4 | Elect Director James W. Bullock | Management | For | For |
| 1.5 | Elect Director Jeffrey H. Burbank | Management | For | For |
| 1.6 | Elect Director Elizabeth A. Hoff | Management | For | For |
| 1.7 | Elect Director J. Patrick Mackin | Management | For | For |
| 1.8 | Elect Director Jon W. Salveson | Management | For | For |
| 1.9 | Elect Director Anthony B. Semedo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| ARVINAS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ARVN
SECURITY ID: 04335A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sunil Agarwal | Management | For | For |
| 1.2 | Elect Director Leslie V. Norwalk | Management | For | For |
| 1.3 | Elect Director John Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ATAI LIFE SCIENCES NV
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: ATAI
SECURITY ID: N0731H103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Management and Supervisory Boards | Management | For | For |
| 3 | Elect Stephen Bardin to Management Board | Management | For | For |
| ATAI LIFE SCIENCES NV
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: ATAI
SECURITY ID: N0731H103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Discharge of Management and Supervisory Boards | Management | For | For |
| 4 | Reelect Sabrina Martucci Johnson to Supervisory Board | Management | For | For |
| 5 | Reelect Amir Kalali to Supervisory Board | Management | For | For |
| 6 | Reelect Andrea Heslin Smiley to Supervisory Board | Management | For | For |
| 7 | Grant Board Authority to Issue Shares | Management | For | Against |
| 8 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | Against |
| 9 | Authorize Repurchase of Shares | Management | For | Against |
| ATARA BIOTHERAPEUTICS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: ATRA
SECURITY ID: 046513107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pascal Touchon | Management | For | For |
| 1b | Elect Director Carol Gallagher | Management | For | For |
| 1c | Elect Director Maria Grazia Roncarolo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| ATEA PHARMACEUTICALS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: AVIR
SECURITY ID: 04683R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerome Adams | Management | For | Withhold |
| 1.2 | Elect Director Barbara Duncan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ATRICURE, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ATRC
SECURITY ID: 04963C209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael H. Carrel | Management | For | For |
| 1b | Elect Director Regina E. Groves | Management | For | For |
| 1c | Elect Director B. Kristine Johnson | Management | For | For |
| 1d | Elect Director Karen N. Prange | Management | For | For |
| 1e | Elect Director Deborah H. Telman | Management | For | For |
| 1f | Elect Director Sven A. Wehrwein | Management | For | For |
| 1g | Elect Director Robert S. White | Management | For | For |
| 1h | Elect Director Maggie Yuen | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ATRION CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: ATRI
SECURITY ID: 049904105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emile A. Battat | Management | For | For |
| 1b | Elect Director Ronald N. Spaulding | Management | For | Against |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AURINIA PHARMACEUTICALS INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AUPH
SECURITY ID: 05156V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George M. Milne, Jr. | Management | For | For |
| 1.2 | Elect Director Peter Greenleaf | Management | For | For |
| 1.3 | Elect Director David R. W. Jayne | Management | For | For |
| 1.4 | Elect Director Joseph P. "Jay" Hagan | Management | For | For |
| 1.5 | Elect Director Daniel G. Billen | Management | For | For |
| 1.6 | Elect Director R. Hector MacKay-Dunn | Management | For | For |
| 1.7 | Elect Director Jill Leversage | Management | For | For |
| 1.8 | Elect Director Brinda Balakrishnan | 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 |
| AVANOS MEDICAL, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AVNS
SECURITY ID: 05350V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary D. Blackford | Management | For | For |
| 1b | Elect Director John P. Byrnes | Management | For | For |
| 1c | Elect Director Lisa Egbuonu-Davis | Management | For | For |
| 1d | Elect Director Patrick J. O'Leary | Management | For | For |
| 1e | Elect Director Julie Shimer | Management | For | For |
| 1f | Elect Director Joseph F. Woody | 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 |
| AVANTOR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AVTR
SECURITY ID: 05352A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Juan Andres | Management | For | For |
| 1b | Elect Director John Carethers | Management | For | For |
| 1c | Elect Director Lan Kang | Management | For | For |
| 1d | Elect Director Joseph Massaro | Management | For | For |
| 1e | Elect Director Mala Murthy | Management | For | For |
| 1f | Elect Director Jonathan Peacock | Management | For | For |
| 1g | Elect Director Michael Severino | Management | For | For |
| 1h | Elect Director Christi Shaw | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Gregory Summe | 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 |
| AVID BIOSERVICES, INC.
MEETING DATE: OCT 18, 2022 |
||||
|
TICKER: CDMO
SECURITY ID: 05368M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Esther M. Alegria | Management | For | For |
| 1.2 | Elect Director Joseph Carleone | Management | For | For |
| 1.3 | Elect Director Nicholas S. Green | Management | For | For |
| 1.4 | Elect Director Richard B. Hancock | Management | For | For |
| 1.5 | Elect Director Catherine J. Mackey | Management | For | For |
| 1.6 | Elect Director Gregory P. Sargen | Management | For | For |
| 1.7 | Elect Director Jeanne A. Thoma | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Restated Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| AVIDITY BIOSCIENCES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: RNA
SECURITY ID: 05370A108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Noreen Henig | Management | For | For |
| 1.2 | Elect Director Edward M. Kaye | Management | For | Withhold |
| 1.3 | Elect Director Jean Kim | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AXONICS, INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: AXNX
SECURITY ID: 05465P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael H. Carrel | Management | For | For |
| 1b | Elect Director Raymond W. Cohen | Management | For | For |
| 1c | Elect Director David M. Demski | Management | For | For |
| 1d | Elect Director Jane E. Kiernan | Management | For | For |
| 1e | Elect Director Esteban Lopez | Management | For | For |
| 1f | Elect Director Robert E. McNamara | Management | For | For |
| 1g | Elect Director Nancy Snyderman | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AXSOME THERAPEUTICS, INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: AXSM
SECURITY ID: 05464T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Mark Saad | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AZENTA, INC.
MEETING DATE: JAN 31, 2023 |
||||
|
TICKER: AZTA
SECURITY ID: 114340102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank E. Casal | Management | For | For |
| 1.2 | Elect Director Robyn C. Davis | Management | For | For |
| 1.3 | Elect Director Joseph R. Martin | Management | For | For |
| 1.4 | Elect Director Erica J. McLaughlin | Management | For | For |
| 1.5 | Elect Director Tina S. Nova | Management | For | For |
| 1.6 | Elect Director Krishna G. Palepu | Management | For | For |
| 1.7 | Elect Director Dorothy E. Puhy | Management | For | For |
| 1.8 | Elect Director Michael Rosenblatt | Management | For | For |
| 1.9 | Elect Director Stephen S. Schwartz | Management | For | For |
| 1.10 | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BAXTER INTERNATIONAL INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BAX
SECURITY ID: 071813109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1b | Elect Director Michael F. Mahoney | Management | For | For |
| 1c | Elect Director Patricia B. Morrison | Management | For | For |
| 1d | Elect Director Stephen N. Oesterle | Management | For | For |
| 1e | Elect Director Nancy M. Schlichting | Management | For | For |
| 1f | Elect Director Brent Shafer | Management | For | For |
| 1g | Elect Director Cathy R. Smith | Management | For | For |
| 1h | Elect Director Amy A. Wendell | Management | For | For |
| 1i | Elect Director David S. Wilkes | Management | For | For |
| 1j | Elect Director Peter M. Wilver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| BEAM THERAPEUTICS INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BEAM
SECURITY ID: 07373V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Evans | Management | For | For |
| 1b | Elect Director John Maraganore | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BECTON, DICKINSON AND COMPANY
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: BDX
SECURITY ID: 075887109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Brown | Management | For | For |
| 1.2 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.3 | Elect Director Carrie L. Byington | Management | For | For |
| 1.4 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.5 | Elect Director Claire M. Fraser | Management | For | For |
| 1.6 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.7 | Elect Director Christopher Jones | Management | For | For |
| 1.8 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Timothy M. Ring | Management | For | For |
| 1.11 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BIO-RAD LABORATORIES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BIO
SECURITY ID: 090572207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Melinda Litherland | Management | For | For |
| 1.2 | Elect Director Arnold A. Pinkston | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | Against |
| BIO-TECHNE CORPORATION
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: TECH
SECURITY ID: 09073M104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2a | Elect Director Robert V. Baumgartner | Management | For | Against |
| 2b | Elect Director Julie L. Bushman | Management | For | For |
| 2c | Elect Director John L. Higgins | Management | For | Against |
| 2d | Elect Director Joseph D. Keegan | Management | For | For |
| 2e | Elect Director Charles R. Kummeth | Management | For | For |
| 2f | Elect Director Roeland Nusse | Management | For | For |
| 2g | Elect Director Alpna Seth | Management | For | For |
| 2h | Elect Director Randolph Steer | Management | For | For |
| 2i | Elect Director Rupert Vessey | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Stock Split | Management | For | For |
| 5 | Ratify KPMG, LLP as Auditors | Management | For | For |
| BIOCRYST PHARMACEUTICALS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: BCRX
SECURITY ID: 09058V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George B. Abercrombie | Management | For | For |
| 1.2 | Elect Director Theresa M. Heggie | Management | For | For |
| 1.3 | Elect Director Amy E. McKee | Management | For | For |
| 1.4 | Elect Director Jon P. Stonehouse | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| BIOGEN INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: BIIB
SECURITY ID: 09062X103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexander J. Denner - Withdrawn | Management | None | None |
| 1b | Elect Director Caroline D. Dorsa | Management | For | For |
| 1c | Elect Director Maria C. Freire | Management | For | For |
| 1d | Elect Director William A. Hawkins | Management | For | For |
| 1e | Elect Director William D. Jones- Withdrawn | Management | None | None |
| 1f | Elect Director Jesus B. Mantas | Management | For | For |
| 1g | Elect Director Richard C. Mulligan- Withdrawn | Management | None | None |
| 1h | Elect Director Eric K. Rowinsky | Management | For | Against |
| 1i | Elect Director Stephen A. Sherwin | Management | For | For |
| 1j | Elect Director Christopher A. Viehbacher | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Elect Director Susan K. Langer | Management | For | Against |
| BIOHAVEN LTD.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BHVN
SECURITY ID: G1110E107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael T. Heffernan | Management | For | For |
| 1b | Elect Director Irina A. Antonijevic | Management | For | For |
| 1c | Elect Director Robert J. Hugin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BIOHAVEN PHARMACEUTICAL HOLDING COMPANY LTD.
MEETING DATE: SEP 29, 2022 |
||||
|
TICKER: BHVN
SECURITY ID: G11196105
|
||||
| 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 |
| BIOMARIN PHARMACEUTICAL INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: BMRN
SECURITY ID: 09061G101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark J. Alles | Management | For | For |
| 1.2 | Elect Director Elizabeth McKee Anderson | Management | For | For |
| 1.3 | Elect Director Jean-Jacques Bienaime | Management | For | For |
| 1.4 | Elect Director Willard Dere | Management | For | For |
| 1.5 | Elect Director Elaine J. Heron | Management | For | For |
| 1.6 | Elect Director Maykin Ho | Management | For | For |
| 1.7 | Elect Director Robert J. Hombach | Management | For | For |
| 1.8 | Elect Director V. Bryan Lawlis | Management | For | For |
| 1.9 | Elect Director Richard A. Meier | Management | For | For |
| 1.10 | Elect Director David E.I. Pyott | Management | For | For |
| 1.11 | Elect Director Dennis J. Slamon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| BIONANO GENOMICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BNGO
SECURITY ID: 09075F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert Luderer | Management | For | For |
| 1.2 | Elect Director Kristiina Vuori | Management | For | For |
| 1.3 | Elect Director Hannah Mamuszka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| BIOXCEL THERAPEUTICS, INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: BTAI
SECURITY ID: 09075P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sandeep Laumas | Management | For | For |
| 1.2 | Elect Director Michael Miller | Management | For | For |
| 1.3 | Elect Director Michal Votruba | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BLUEBIRD BIO, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: BLUE
SECURITY ID: 09609G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charlotte Jones-Burton | Management | For | For |
| 1b | Elect Director Mark Vachon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Adjourn Meeting | Management | For | For |
| BLUEPRINT MEDICINES CORPORATION
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: BPMC
SECURITY ID: 09627Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexis Borisy | Management | For | Withhold |
| 1.2 | Elect Director Lonnel Coats | Management | For | Withhold |
| 1.3 | Elect Director Kathryn Haviland | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOSTON SCIENTIFIC CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BSX
SECURITY ID: 101137107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nelda J. Connors | Management | For | For |
| 1b | Elect Director Charles J. Dockendorff | Management | For | For |
| 1c | Elect Director Yoshiaki Fujimori | Management | For | For |
| 1d | Elect Director Edward J. Ludwig | Management | For | For |
| 1e | Elect Director Michael F. Mahoney | Management | For | For |
| 1f | Elect Director David J. Roux | Management | For | For |
| 1g | Elect Director John E. Sununu | Management | For | For |
| 1h | Elect Director David S. Wichmann | Management | For | For |
| 1i | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BRIDGEBIO PHARMA, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: BBIO
SECURITY ID: 10806X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Momtazee | Management | For | For |
| 1.2 | Elect Director Frank McCormick | Management | For | For |
| 1.3 | Elect Director Randal W. Scott | Management | For | For |
| 1.4 | Elect Director Hannah A. Valantine | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BMY
SECURITY ID: 110122108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BROOKDALE SENIOR LIVING INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: BKD
SECURITY ID: 112463104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jordan R. Asher | Management | For | For |
| 1.2 | Elect Director Lucinda M. Baier | Management | For | For |
| 1.3 | Elect Director Marcus E. Bromley | Management | For | For |
| 1.4 | Elect Director Frank M. Bumstead | Management | For | For |
| 1.5 | Elect Director Victoria L. Freed | Management | For | For |
| 1.6 | Elect Director Guy P. Sansone | Management | For | For |
| 1.7 | Elect Director Denise W. Warren | Management | For | For |
| 1.8 | Elect Director Lee S. Wielansky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BRUKER CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: BRKR
SECURITY ID: 116794108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cynthia M. Friend | Management | For | For |
| 1.2 | Elect Director Philip Ma | Management | For | For |
| 1.3 | Elect Director Hermann F. Requardt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BUTTERFLY NETWORK, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: BFLY
SECURITY ID: 124155102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph DeVivo | Management | For | For |
| 1b | Elect Director Jonathan M. Rothberg | Management | For | For |
| 1c | Elect Director Larry Robbins | Management | For | For |
| 1d | Elect Director Dawn Carfora | Management | For | For |
| 1e | Elect Director Elazer Edelman | Management | For | For |
| 1f | Elect Director Gianluca Pettiti | Management | For | For |
| 1g | Elect Director S. Louise Phanstiel | Management | For | For |
| 1h | Elect Director Erica Schwartz | 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 |
| C4 THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CCCC
SECURITY ID: 12529R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew J. Hirsch | Management | For | For |
| 1.2 | Elect Director Utpal Koppikar | Management | For | For |
| 1.3 | Elect Director Malcolm S. Salter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| CANO HEALTH, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CANO
SECURITY ID: 13781Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (White Proxy Card) | ||||
| 1.1 | Elect Director Alan Muney | Management | For | Withhold |
| 1.2 | Elect Director Kim M. Rivera | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Reverse Stock Split | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (Green Proxy Card) | ||||
| 1.1 | Management Nominee Alan Muney | Shareholder | Withhold | Did Not Vote |
| 1.2 | Management Nominee Kim M. Rivera | Shareholder | Withhold | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | None | Did Not Vote |
| 3 | Approve Reverse Stock Split | Management | None | Did Not Vote |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | None | Did Not Vote |
| CARA THERAPEUTICS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CARA
SECURITY ID: 140755109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Martin Vogelbaum | Management | For | For |
| 1.2 | Elect Director Lisa von Moltke | 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 |
| CARDINAL HEALTH, INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: CAH
SECURITY ID: 14149Y108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven K. Barg | Management | For | For |
| 1b | Elect Director Michelle M. Brennan | Management | For | For |
| 1c | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Bruce L. Downey | Management | For | For |
| 1f | Elect Director Sheri H. Edison | Management | For | For |
| 1g | Elect Director David C. Evans | Management | For | For |
| 1h | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1i | Elect Director Jason M. Hollar | Management | For | For |
| 1j | Elect Director Akhil Johri | Management | For | For |
| 1k | Elect Director Gregory B. Kenny | Management | For | For |
| 1l | Elect Director Nancy Killefer | Management | For | For |
| 1m | Elect Director Christine A. Mundkur | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARDIOVASCULAR SYSTEMS, INC.
MEETING DATE: NOV 08, 2022 |
||||
|
TICKER: CSII
SECURITY ID: 141619106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott R. Ward | Management | For | For |
| 1b | Elect Director Kelvin Womack | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARDIOVASCULAR SYSTEMS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CSII
SECURITY ID: 141619106
|
||||
| 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 |
| CAREDX, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CDNA
SECURITY ID: 14167L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Goldberg | Management | For | For |
| 1.2 | Elect Director Peter Maag | Management | For | For |
| 1.3 | Elect Director Reginald Seeto | Management | For | For |
| 1.4 | Elect Director Arthur A. Torres | 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 | Declassify the Board of Directors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| CAREMAX, INC.
MEETING DATE: NOV 02, 2022 |
||||
|
TICKER: CMAX
SECURITY ID: 14171W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin Berg | Management | For | For |
| 1.2 | Elect Director Vincent Omachonu | Management | For | For |
| 1.3 | Elect Director Ryan O'Quinn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Issue Shares in Connection with Acquisition | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| CAREMAX, INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: CMAX
SECURITY ID: 14171W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beatriz Assapimonwait | Management | For | For |
| 1.2 | Elect Director Ralph de la Torre | Management | For | For |
| 1.3 | Elect Director Jose R. Rodriguez | Management | For | For |
| 1.4 | Elect Director David J. Shulkin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CARIBOU BIOSCIENCES, INC.
MEETING DATE: SEP 20, 2022 |
||||
|
TICKER: CRBU
SECURITY ID: 142038108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott Braunstein | Management | For | For |
| 1b | Elect Director Ran Zheng | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CARIBOU BIOSCIENCES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CRBU
SECURITY ID: 142038108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Guggenhime | Management | For | For |
| 1b | Elect Director David L. Johnson | Management | For | For |
| 1c | Elect Director Nancy Whiting | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CASSAVA SCIENCES, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SAVA
SECURITY ID: 14817C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert Z. Gussin | Management | For | Withhold |
| 1b | Elect Director Richard J. Barry | Management | For | Withhold |
| 2 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| 3 | Approve Non-Employee Director Compensation Program | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CASTLE BIOSCIENCES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: CSTL
SECURITY ID: 14843C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen Goldberg | Management | For | For |
| 1.2 | Elect Director Miles D. Harrison | Management | For | For |
| 1.3 | Elect Director Tiffany P. Olson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CATALENT, INC.
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: CTLT
SECURITY ID: 148806102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Madhavan "Madhu" Balachandran | Management | For | For |
| 1b | Elect Director Michael J. Barber | Management | For | For |
| 1c | Elect Director J. Martin Carroll | Management | For | For |
| 1d | Elect Director John Chiminski | Management | For | For |
| 1e | Elect Director Rolf Classon | Management | For | For |
| 1f | Elect Director Rosemary A. Crane | Management | For | For |
| 1g | Elect Director Karen Flynn | Management | For | For |
| 1h | Elect Director John J. Greisch | Management | For | For |
| 1i | Elect Director Christa Kreuzburg | Management | For | For |
| 1j | Elect Director Gregory T. Lucier | Management | For | For |
| 1k | Elect Director Donald E. Morel, Jr. | Management | For | For |
| 1l | Elect Director Alessandro Maselli | Management | For | For |
| 1m | Elect Director Jack Stahl | Management | For | For |
| 1n | Elect Director Peter Zippelius | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CATALYST PHARMACEUTICALS, INC.
MEETING DATE: SEP 19, 2022 |
||||
|
TICKER: CPRX
SECURITY ID: 14888U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick J. McEnany | Management | For | For |
| 1.2 | Elect Director Philip H. Coelho | Management | For | For |
| 1.3 | Elect Director Charles B. O'Keeffe | Management | For | For |
| 1.4 | Elect Director David S. Tierney | Management | For | For |
| 1.5 | Elect Director Donald A. Denkhaus | Management | For | For |
| 1.6 | Elect Director Richard J. Daly | Management | For | For |
| 1.7 | Elect Director Molly Harper | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Other Business | Management | For | Against |
| CELLDEX THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CLDX
SECURITY ID: 15117B202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen L. Shoos | Management | For | For |
| 1b | Elect Director Anthony S. Marucci | Management | For | For |
| 1c | Elect Director Keith L. Brownlie | Management | For | For |
| 1d | Elect Director Cheryl L. Cohen | Management | For | For |
| 1e | Elect Director Herbert J. Conrad | Management | For | For |
| 1f | Elect Director Rita I. Jain | Management | For | For |
| 1g | Elect Director James J. Marino | Management | For | For |
| 1h | Elect Director Garry A. Neil | Management | For | Against |
| 1i | Elect Director Harry H. Penner, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CENTENE CORPORATION
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| CENTENE CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jessica L. Blume | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director Christopher J. Coughlin | Management | For | For |
| 1d | Elect Director H. James Dallas | Management | For | For |
| 1e | Elect Director Wayne S. DeVeydt | Management | For | For |
| 1f | Elect Director Frederick H. Eppinger | Management | For | For |
| 1g | Elect Director Monte E. Ford | Management | For | For |
| 1h | Elect Director Sarah M. London | Management | For | For |
| 1i | Elect Director Lori J. Robinson | Management | For | For |
| 1j | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Against | Against |
| CEREVEL THERAPEUTICS HOLDINGS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CERE
SECURITY ID: 15678U128
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marijn Dekkers | Management | For | For |
| 1.2 | Elect Director Deval Patrick | Management | For | For |
| 1.3 | Elect Director Norbert G. Riedel | Management | For | For |
| 1.4 | Elect Director Gabrielle Sulzberger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CERTARA, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: CERT
SECURITY ID: 15687V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William Feehery | Management | For | For |
| 1b | Elect Director Rosemary Crane | Management | For | For |
| 1c | Elect Director Stephen McLean | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CERUS CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CERS
SECURITY ID: 157085101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Greenman | Management | For | For |
| 1.2 | Elect Director Ann Lucena | Management | For | For |
| 1.3 | Elect Director Timothy L. Moore | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: CRL
SECURITY ID: 159864107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Foster | Management | For | For |
| 1.2 | Elect Director Nancy C. Andrews | Management | For | For |
| 1.3 | Elect Director Robert Bertolini | Management | For | For |
| 1.4 | Elect Director Deborah T. Kochevar | Management | For | For |
| 1.5 | Elect Director George Llado, Sr. | Management | For | For |
| 1.6 | Elect Director Martin W. Mackay | Management | For | Against |
| 1.7 | Elect Director George E. Massaro | Management | For | For |
| 1.8 | Elect Director C. Richard Reese | Management | For | For |
| 1.9 | Elect Director Craig B. Thompson | Management | For | For |
| 1.10 | Elect Director Richard F. Wallman | Management | For | For |
| 1.11 | Elect Director Virginia M. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Non-human Primates Imported by the Company | Shareholder | Against | Against |
| CHEMED CORPORATION
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: CHE
SECURITY ID: 16359R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin J. Mcnamara | Management | For | For |
| 1.2 | Elect Director Ron Delyons | Management | For | For |
| 1.3 | Elect Director Patrick P. Grace | Management | For | For |
| 1.4 | Elect Director Christopher J. Heaney | Management | For | For |
| 1.5 | Elect Director Thomas C. Hutton | Management | For | For |
| 1.6 | Elect Director Andrea R. Lindell | Management | For | For |
| 1.7 | Elect Director Eileen P. Mccarthy | Management | For | For |
| 1.8 | Elect Director John M. Mount, Jr. | Management | For | For |
| 1.9 | Elect Director Thomas P. Rice | Management | For | For |
| 1.10 | Elect Director George J. Walsh Iii | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| CHEMOCENTRYX, INC.
MEETING DATE: OCT 18, 2022 |
||||
|
TICKER: CCXI
SECURITY ID: 16383L106
|
||||
| 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 |
| CHINOOK THERAPEUTICS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: KDNY
SECURITY ID: 16961L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michelle Griffin | Management | For | For |
| 1.2 | Elect Director Eric Dobmeier | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| CLOVER HEALTH INVESTMENTS CORP.
MEETING DATE: SEP 22, 2022 |
||||
|
TICKER: CLOV
SECURITY ID: 18914F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lee A. Shapiro | Management | For | For |
| 1.2 | Elect Director William G. Robinson, Jr. | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CLOVER HEALTH INVESTMENTS CORP.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CLOV
SECURITY ID: 18914F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Demetrios L. Kouzoukas | Management | For | For |
| 1.2 | Elect Director Andrew Toy | 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 |
| CLOVIS ONCOLOGY, INC.
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: CLVS
SECURITY ID: 189464100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian G. Atwood | Management | For | For |
| 1.2 | Elect Director James C. Blair | Management | For | For |
| 1.3 | Elect Director Richard A. Fair | Management | For | For |
| 1.4 | Elect Director Paul H. Klingenstein | Management | For | For |
| 2 | Approve Reverse Stock Split | Management | For | For |
| 3 | Reduce Authorized Common Stock | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Adjourn Meeting | Management | For | For |
| CODEXIS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: CDXS
SECURITY ID: 192005106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen G. Dilly | Management | For | For |
| 1.2 | Elect Director Alison Moore | Management | For | For |
| 1.3 | Elect Director Rahul Singhvi | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 7 | Amend Omnibus Stock Plan | Management | For | Against |
| COGENT BIOSCIENCES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: COGT
SECURITY ID: 19240Q201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Cain | Management | For | For |
| 1.2 | Elect Director Arlene M. Morris | Management | For | For |
| 1.3 | Elect Director Todd Shegog | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COHERUS BIOSCIENCES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CHRS
SECURITY ID: 19249H103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis M. Lanfear | Management | For | For |
| 1.2 | Elect Director Mats L. Wahlstrom | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COLLEGIUM PHARMACEUTICAL, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: COLL
SECURITY ID: 19459J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rita Balice-Gordon | Management | For | For |
| 1.2 | Elect Director Garen Bohlin | Management | For | For |
| 1.3 | Elect Director Joseph Ciaffoni | Management | For | For |
| 1.4 | Elect Director John Fallon | Management | For | For |
| 1.5 | Elect Director John Freund | Management | For | For |
| 1.6 | Elect Director Michael Heffernan | Management | For | For |
| 1.7 | Elect Director Neil F. McFarlane | Management | For | For |
| 1.8 | Elect Director Gwen Melincoff | Management | For | For |
| 1.9 | Elect Director Gino Santini | 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 |
| COMMUNITY HEALTH SYSTEMS, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: CYH
SECURITY ID: 203668108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan W. Brooks | Management | For | For |
| 1b | Elect Director John A. Clerico | Management | For | For |
| 1c | Elect Director Michael Dinkins | Management | For | For |
| 1d | Elect Director James S. Ely, III | Management | For | For |
| 1e | Elect Director John A. Fry | Management | For | For |
| 1f | Elect Director Joseph A. Hastings | Management | For | For |
| 1g | Elect Director Tim L. Hingtgen | Management | For | For |
| 1h | Elect Director Elizabeth T. Hirsch | Management | For | For |
| 1i | Elect Director William Norris Jennings | Management | For | For |
| 1j | Elect Director K. Ranga Krishnan | Management | For | For |
| 1k | Elect Director Wayne T. Smith | Management | For | For |
| 1l | Elect Director H. James Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| COMPASS THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CMPX
SECURITY ID: 20454B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Schuetz | Management | For | For |
| 1.2 | Elect Director Richard S. Lindahl | Management | For | For |
| 2 | Ratify CohnReznick LLP as Auditors | Management | For | For |
| COMPUTER PROGRAMS AND SYSTEMS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CPSI
SECURITY ID: 205306103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Regina M. Benjamin | Management | For | For |
| 1.2 | Elect Director David A. Dye | Management | For | For |
| 1.3 | Elect Director Christopher T. Hjelm | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CONMED CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: CNMD
SECURITY ID: 207410101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Bronson | Management | For | For |
| 1.2 | Elect Director Brian P. Concannon | Management | For | For |
| 1.3 | Elect Director LaVerne Council | Management | For | For |
| 1.4 | Elect Director Charles M. Farkas | Management | For | For |
| 1.5 | Elect Director Martha Goldberg Aronson | Management | For | For |
| 1.6 | Elect Director Curt R. Hartman | Management | For | For |
| 1.7 | Elect Director Jerome J. Lande | Management | For | For |
| 1.8 | Elect Director Barbara J. Schwarzentraub | Management | For | For |
| 1.9 | Elect Director John L. Workman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| CORCEPT THERAPEUTICS INCORPORATED
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: CORT
SECURITY ID: 218352102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregg Alton | Management | For | For |
| 1.2 | Elect Director G. Leonard Baker, Jr. | Management | For | For |
| 1.3 | Elect Director Joseph K. Belanoff | Management | For | For |
| 1.4 | Elect Director Gillian M. Cannon | Management | For | For |
| 1.5 | Elect Director David L. Mahoney | Management | For | For |
| 1.6 | Elect Director Joshua M. Murray | Management | For | For |
| 1.7 | Elect Director Kimberly Park | Management | For | For |
| 1.8 | Elect Director Daniel N. Swisher, Jr. | Management | For | For |
| 1.9 | Elect Director James N. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Certificate of Incorporation to Reflect Delaware Law Provisions Allowing Officer Exculpation | Management | For | For |
| CORVEL CORPORATION
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: CRVL
SECURITY ID: 221006109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director V. Gordon Clemons | Management | For | For |
| 1.2 | Elect Director Steven J. Hamerslag | Management | For | Withhold |
| 1.3 | Elect Director Alan R. Hoops | Management | For | For |
| 1.4 | Elect Director R. Judd Jessup | Management | For | Withhold |
| 1.5 | Elect Director Jean H. Macino | Management | For | For |
| 1.6 | Elect Director Jeffrey J. Michael | Management | For | Withhold |
| 2 | Ratify Haskell & White LLP as Auditors | Management | For | For |
| 3 | Report on Steps to Improve Racial and Gender Board Diversity | Shareholder | Against | For |
| COVETRUS, INC.
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: CVET
SECURITY ID: 22304C100
|
||||
| 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 |
| CRINETICS PHARMACEUTICALS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: CRNX
SECURITY ID: 22663K107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Caren Deardorf | Management | For | For |
| 1.2 | Elect Director Weston Nichols | Management | For | For |
| 1.3 | Elect Director Stephanie S. Okey | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CRISPR THERAPEUTICS AG
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CRSP
SECURITY ID: H17182108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Treatment of Net Loss | Management | For | For |
| 3 | Approve Discharge of Board and Senior Management | Management | For | For |
| 4a | Reelect Rodger Novak as Director | Management | For | For |
| 4b | Reelect Samarth Kulkarni as Director | Management | For | For |
| 4c | Reelect Ali Behbahani as Director | Management | For | Against |
| 4d | Reelect Maria Fardis as Director | Management | For | For |
| 4e | Reelect H. Edward Fleming, Jr. as Director | Management | For | For |
| 4f | Reelect Simeon J. George as Director | Management | For | For |
| 4g | Reelect John T. Greene as Director | Management | For | For |
| 4h | Reelect Katherine A. High as Director | Management | For | For |
| 4i | Reelect Douglas A. Treco as Director | Management | For | Against |
| 5a | Reelect Ali Behbahani as Member of the Compensation Committee | Management | For | Against |
| 5b | Appoint H. Edward Fleming, Jr. as Member of the Compensation Committee | Management | For | Against |
| 5c | Reelect Simeon J. George as Member of the Compensation Committee | Management | For | Against |
| 5d | Reelect John T. Greene as Member of the Compensation Committee | Management | For | Against |
| 6a | Approve Remuneration of Directors in the Amount of USD 507,000 | Management | For | For |
| 6b | Approve Remuneration of Directors in the Amount of USD 11,738,100 | Management | For | For |
| 6c | Approve Remuneration of Executive Committee in the Amount of USD 3,700,579 | Management | For | For |
| 6d | Approve Remuneration of Executive Committee in the Amount of USD 3,195,625 | Management | For | For |
| 6e | Approve Remuneration of Executive Committee in the Amount of USD 55,827,593 | Management | For | Against |
| 6f | Approve Remuneration Report (Non-Binding) | Management | For | Against |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 8 | Approve Capital Band | Management | For | For |
| 9 | Approve Increase in Conditional Share Capital for Employee Equity Plans | Management | For | Against |
| 10 | Amend Omnibus Stock Plan | Management | For | Against |
| 11 | Approve Decrease in Size of Board | Management | For | For |
| 12a | Amend Corporate Purpose | Management | For | For |
| 12b | Approve General Meeting Abroad and Virtual General Meeting | Management | For | For |
| 12c | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | Against |
| 12d | Amend Articles of Association | Management | For | For |
| 12e | Amend Articles of Association | Management | For | For |
| 13 | Designate Marius Meier as Independent Proxy | Management | For | For |
| 14 | Ratify Ernst & Young LLP as Auditor and Ernst & Young AG as Statutory Auditor | Management | For | For |
| 15 | Transact Other Business (Voting) | Management | For | Against |
| CROSS COUNTRY HEALTHCARE, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CCRN
SECURITY ID: 227483104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin C. Clark | Management | For | For |
| 1b | Elect Director Dwayne Allen | Management | For | For |
| 1c | Elect Director Venkat Bhamidipati | Management | For | For |
| 1d | Elect Director W. Larry Cash | Management | For | For |
| 1e | Elect Director Gale Fitzgerald | Management | For | For |
| 1f | Elect Director John A. Martins | Management | For | For |
| 1g | Elect Director Janice E. Nevin | Management | For | For |
| 1h | Elect Director Mark Perlberg | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CRYOPORT, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: CYRX
SECURITY ID: 229050307
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Linda Baddour | Management | For | For |
| 1.2 | Elect Director Richard Berman | Management | For | Withhold |
| 1.3 | Elect Director Daniel M. Hancock | Management | For | For |
| 1.4 | Elect Director Robert Hariri | Management | For | Withhold |
| 1.5 | Elect Director Ram M. Jagannath | Management | For | For |
| 1.6 | Elect Director Ramkumar Mandalam | Management | For | Withhold |
| 1.7 | Elect Director Jerrell W. Shelton | Management | For | For |
| 1.8 | Elect Director Edward J. Zecchini | 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 |
| CULLINAN ONCOLOGY, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CGEM
SECURITY ID: 230031106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nadim Ahmed | Management | For | For |
| 1.2 | Elect Director Stephen Webster | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| CVS HEALTH CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CVS
SECURITY ID: 126650100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director Jeffrey R. Balser | Management | For | For |
| 1c | Elect Director C. David Brown, II | Management | For | For |
| 1d | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1e | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Anne M. Finucane | Management | For | For |
| 1h | Elect Director Edward J. Ludwig | Management | For | For |
| 1i | Elect Director Karen S. Lynch | Management | For | For |
| 1j | Elect Director Jean-Pierre Millon | Management | For | For |
| 1k | Elect Director Mary L. Schapiro | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| CYMABAY THERAPEUTICS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CBAY
SECURITY ID: 23257D103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sujal Shah | Management | For | For |
| 1.2 | Elect Director Janet Dorling | Management | For | For |
| 1.3 | Elect Director Eric Lefebvre | Management | For | For |
| 1.4 | Elect Director Caroline Loewy | Management | For | For |
| 1.5 | Elect Director Kurt von Emster | Management | For | For |
| 1.6 | Elect Director Thomas G. Wiggans | Management | For | Withhold |
| 1.7 | Elect Director Robert J. Wills | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CYTEK BIOSCIENCES, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: CTKB
SECURITY ID: 23285D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jack Ball | Management | For | For |
| 1.2 | Elect Director Vera Imper | Management | For | For |
| 1.3 | Elect Director Ming Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CYTOKINETICS, INCORPORATED
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CYTK
SECURITY ID: 23282W605
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward M. Kaye | Management | For | Withhold |
| 1b | Elect Director Wendell Wierenga | Management | For | For |
| 1c | Elect Director Nancy J. Wysenski | Management | For | For |
| 2 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Directors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Senior Officers | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DANAHER CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: DHR
SECURITY ID: 235851102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DAVITA INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: DVA
SECURITY ID: 23918K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela M. Arway | Management | For | For |
| 1b | Elect Director Charles G. Berg | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director Jason M. Hollar | Management | For | For |
| 1e | Elect Director Gregory J. Moore | Management | For | For |
| 1f | Elect Director John M. Nehra | Management | For | For |
| 1g | Elect Director Javier J. Rodriguez | Management | For | For |
| 1h | Elect Director Adam H. Schechter | Management | For | For |
| 1i | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| DECIPHERA PHARMACEUTICALS, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: DCPH
SECURITY ID: 24344T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia L. Allen | Management | For | For |
| 1.2 | Elect Director Edward J. Benz, Jr. | Management | For | For |
| 1.3 | Elect Director Dennis L. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DEFINITIVE HEALTHCARE CORP.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DH
SECURITY ID: 24477E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Egan | Management | For | For |
| 1.2 | Elect Director Samuel A. Hamood | Management | For | For |
| 1.3 | Elect Director Jill Larsen | Management | For | For |
| 1.4 | Elect Director Sastry Chilukuri | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DENALI THERAPEUTICS INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DNLI
SECURITY ID: 24823R105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer Cook | Management | For | For |
| 1.2 | Elect Director David Schenkein | Management | For | For |
| 1.3 | Elect Director Ryan J. Watts | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DENTSPLY SIRONA INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: XRAY
SECURITY ID: 24906P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric K. Brandt | Management | For | For |
| 1b | Elect Director Simon D. Campion | Management | For | For |
| 1c | Elect Director Willie A. Deese | Management | For | For |
| 1d | Elect Director Betsy D. Holden | Management | For | For |
| 1e | Elect Director Clyde R. Hosein | Management | For | For |
| 1f | Elect Director Harry M. Jansen Kraemer, Jr. | Management | For | For |
| 1g | Elect Director Gregory T. Lucier | Management | For | For |
| 1h | Elect Director Jonathan J. Mazelsky | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 1j | Elect Director Janet S. Vergis | Management | For | For |
| 1k | Elect Director Dorothea Wenzel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DEXCOM, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: DXCM
SECURITY ID: 252131107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven R. Altman | Management | For | For |
| 1.2 | Elect Director Richard A. Collins | Management | For | For |
| 1.3 | Elect Director Karen Dahut | Management | For | For |
| 1.4 | Elect Director Mark G. Foletta | Management | For | For |
| 1.5 | Elect Director Barbara E. Kahn | Management | For | For |
| 1.6 | Elect Director Kyle Malady | Management | For | For |
| 1.7 | Elect Director Eric J. Topol | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| DICE THERAPEUTICS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: DICE
SECURITY ID: 23345J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jim Scopa | Management | For | For |
| 1.2 | Elect Director Jake Simson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| DOCGO, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: DCGO
SECURITY ID: 256086109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vina Leite | Management | For | For |
| 1.2 | Elect Director James M. Travers | Management | For | For |
| 2 | Ratify Urish Popeck & Co. LLC as Auditors | Management | For | For |
| DYNAVAX TECHNOLOGIES CORPORATION
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: DVAX
SECURITY ID: 268158201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel L. Kisner | Management | For | For |
| 1.2 | Elect Director Ryan Spencer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DYNE THERAPEUTICS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DYN
SECURITY ID: 26818M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua Brumm | Management | For | For |
| 1.2 | Elect Director David Lubner | Management | For | Withhold |
| 1.3 | Elect Director Jason Rhodes | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EAGLE PHARMACEUTICALS, INC.
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: EGRX
SECURITY ID: 269796108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Tarriff | Management | For | For |
| 1.2 | Elect Director Jennifer K. Simpson | Management | For | For |
| 1.3 | Elect Director Luciana Borio | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EAGLE PHARMACEUTICALS, INC.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: EGRX
SECURITY ID: 269796108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven B. Ratoff | Management | For | For |
| 1.2 | Elect Director Robert Glenning | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EDITAS MEDICINE, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: EDIT
SECURITY ID: 28106W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bernadette Connaughton | Management | For | For |
| 1.2 | Elect Director Elliott Levy | Management | For | For |
| 1.3 | Elect Director Akshay Vaishnaw | 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 |
| EDWARDS LIFESCIENCES CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: EW
SECURITY ID: 28176E108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kieran T. Gallahue | Management | For | For |
| 1.2 | Elect Director Leslie S. Heisz | Management | For | For |
| 1.3 | Elect Director Paul A. LaViolette | Management | For | For |
| 1.4 | Elect Director Steven R. Loranger | Management | For | For |
| 1.5 | Elect Director Martha H. Marsh | Management | For | For |
| 1.6 | Elect Director Michael A. Mussallem | Management | For | For |
| 1.7 | Elect Director Ramona Sequeira | Management | For | For |
| 1.8 | Elect Director Nicholas J. Valeriani | Management | For | For |
| 1.9 | Elect Director Bernard J. Zovighian | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| ELANCO ANIMAL HEALTH INCORPORATED
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ELAN
SECURITY ID: 28414H103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Harrington | Management | For | For |
| 1b | Elect Director R. David Hoover | Management | For | For |
| 1c | Elect Director Deborah T. Kochevar | Management | For | For |
| 1d | Elect Director Kirk P. McDonald | Management | 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 | Amend Omnibus Stock Plan | Management | For | For |
| ELEVANCE HEALTH, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ELV
SECURITY ID: 036752103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.4 | Elect Director Deanna D. Strable | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Annually Report Third Party Political Contributions | Shareholder | Against | Against |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | Against |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EMBECTA CORP.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: EMBC
SECURITY ID: 29082K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David J. Albritton | Management | For | For |
| 1b | Elect Director Carrie L. Anderson | Management | For | For |
| 1c | Elect Director Christopher R. Reidy | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EMERGENT BIOSOLUTIONS INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EBS
SECURITY ID: 29089Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sujata Dayal | Management | For | For |
| 1b | Elect Director Zsolt Harsanyi | Management | For | For |
| 1c | Elect Director Louis W. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| ENANTA PHARMACEUTICALS, INC.
MEETING DATE: MAR 02, 2023 |
||||
|
TICKER: ENTA
SECURITY ID: 29251M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce L.A. Carter | Management | For | For |
| 1.2 | Elect Director Jay R. Luly | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ENCOMPASS HEALTH CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: EHC
SECURITY ID: 29261A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Greg D. Carmichael | Management | For | For |
| 1b | Elect Director John W. Chidsey | Management | For | For |
| 1c | Elect Director Donald L. Correll | Management | For | For |
| 1d | Elect Director Joan E. Herman | Management | For | For |
| 1e | Elect Director Leslye G. Katz | Management | For | For |
| 1f | Elect Director Patricia A. Maryland | Management | For | For |
| 1g | Elect Director Kevin J. O'Connor | Management | For | For |
| 1h | Elect Director Christopher R. Reidy | Management | For | For |
| 1i | Elect Director Nancy M. Schlichting | Management | For | For |
| 1j | Elect Director Mark J. Tarr | Management | For | For |
| 1k | Elect Director Terrance Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENHABIT, INC.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: EHAB
SECURITY ID: 29332G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey W. Bolton | Management | For | For |
| 1.2 | Elect Director Tina L. Brown-Stevenson | Management | For | For |
| 1.3 | Elect Director Yvonne M. Curl | Management | For | For |
| 1.4 | Elect Director Charles M. Elson | Management | For | For |
| 1.5 | Elect Director Leo I. Higdon, Jr. | Management | For | For |
| 1.6 | Elect Director Erin P. Hoeflinger | Management | For | For |
| 1.7 | Elect Director Barbara A. Jacobsmeyer | Management | For | For |
| 1.8 | Elect Director Susan A. La Monica | Management | For | For |
| 1.9 | Elect Director John E. Maupin, Jr. | Management | For | For |
| 1.10 | Elect Director Stuart M. McGuigan | Management | For | For |
| 1.11 | Elect Director Gregory S. Rush | Management | For | For |
| 1.12 | Elect Director Barry P. Schochet | Management | For | For |
| 1.13 | Elect Director L. Edward Shaw, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENOVIS CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: ENOV
SECURITY ID: 194014502
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew L. Trerotola | Management | For | For |
| 1b | Elect Director Barbara W. Bodem | Management | For | For |
| 1c | Elect Director Liam J. Kelly | Management | For | For |
| 1d | Elect Director Angela S. Lalor | Management | For | For |
| 1e | Elect Director Philip A. Okala | Management | For | For |
| 1f | Elect Director Christine Ortiz | Management | For | For |
| 1g | Elect Director A. Clayton Perfall | Management | For | For |
| 1h | Elect Director Brady R. Shirley | Management | For | For |
| 1i | Elect Director Rajiv Vinnakota | Management | For | For |
| 1j | Elect Director Sharon Wienbar | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| ENTRADA THERAPEUTICS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: TRDA
SECURITY ID: 29384C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter S. Kim | Management | For | For |
| 1b | Elect Director Bernhardt Zeiher | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ENVISTA HOLDINGS CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: NVST
SECURITY ID: 29415F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kieran T. Gallahue | Management | For | For |
| 1.2 | Elect Director Barbara Hulit | Management | For | For |
| 1.3 | Elect Director Amir Aghdaei | Management | For | For |
| 1.4 | Elect Director Vivek Jain | Management | For | For |
| 1.5 | Elect Director Daniel Raskas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQRX, INC.
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: EQRX
SECURITY ID: 26886C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul Berns | Management | For | For |
| 1b | Elect Director Jorge Conde | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ERASCA, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: ERAS
SECURITY ID: 29479A108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander W. Casdin | Management | For | For |
| 1.2 | Elect Director Julie Hambleton | Management | For | For |
| 1.3 | Elect Director Michael D. Varney | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| ESPERION THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ESPR
SECURITY ID: 29664W105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. Martin Carroll | Management | For | For |
| 1b | Elect Director Sheldon L. Koenig | Management | For | For |
| 1c | Elect Director Stephen Rocamboli | Management | For | For |
| 1d | Elect Director Tracy M. Woody | 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 | Increase Authorized Common Stock | Management | For | For |
| ESTABLISHMENT LABS HOLDINGS INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: ESTA
SECURITY ID: G31249108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis Condon | Management | For | Against |
| 1b | Elect Director Leslie Gillin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Marcum LLP as Auditors | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirements | Management | For | For |
| EVOLENT HEALTH, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EVH
SECURITY ID: 30050B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Barbarosh | Management | For | For |
| 1b | Elect Director Seth Blackley | Management | For | For |
| 1c | Elect Director M. Bridget Duffy | Management | For | For |
| 1d | Elect Director Peter Grua | Management | For | For |
| 1e | Elect Director Diane Holder | Management | For | For |
| 1f | Elect Director Richard Jelinek | Management | For | For |
| 1g | Elect Director Kim Keck | Management | For | For |
| 1h | Elect Director Cheryl Scott | Management | For | For |
| 1i | Elect Director Tunde Sotunde | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| EVOLUS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: EOLS
SECURITY ID: 30052C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Simone Blank | Management | For | For |
| 1.2 | Elect Director Brady Stewart | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EXACT SCIENCES CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EXAS
SECURITY ID: 30063P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director D. Scott Coward | Management | For | For |
| 1b | Elect Director James Doyle | Management | For | For |
| 1c | Elect Director Freda Lewis-Hall | Management | For | For |
| 1d | Elect Director Kathleen Sebelius | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| EXELIXIS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: EXEL
SECURITY ID: 30161Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1a | Elect Management Nominee Director Maria C. Freire | Management | For | For |
| 1b | Elect Management Nominee Director Alan M. Garber | Management | For | For |
| 1c | Elect Management Nominee Director Michael M. Morrissey | Management | For | For |
| 1d | Elect Management Nominee Director Stelios Papadopoulos | Management | For | For |
| 1e | Elect Management Nominee Director George Poste | Management | For | For |
| 1f | Elect Management Nominee Director Julie Anne Smith | Management | For | For |
| 1g | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 1h | Elect Management Nominee Director Jacqueline Wright | Management | For | For |
| 1i | Elect Management Nominee Director Jack L. Wyszomierski | Management | For | For |
| 1j | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | Withhold |
| 1k | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | For |
| 1l | Elect Opposition Nominee Director David E. Johnson | Shareholder | None | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1.1 | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | Did Not Vote |
| 1.2 | Elect Opposition Nominee Director David E. Johnson | Shareholder | For | Did Not Vote |
| 1.3 | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | Did Not Vote |
| 1.4 | Elect Management Nominee Director Maria C. Freire | Management | None | Did Not Vote |
| 1.5 | Elect Management Nominee Director Alan M. Garber | Management | None | Did Not Vote |
| 1.6 | Elect Management Nominee Director Michael M. Morrissey | Management | None | Did Not Vote |
| 1.7 | Elect Management Nominee Director Stelios Papadopoulos | Management | None | Did Not Vote |
| 1.8 | Elect Management Nominee Director George Poste | Management | None | Did Not Vote |
| 1.9 | Elect Management Nominee Director Julie Anne Smith | Management | None | Did Not Vote |
| 1.10 | Elect Management Nominee Director Jacqueline Wright | Management | None | Did Not Vote |
| 1.11 | Elect Management Nominee Director Jack L. Wyszomierski | Management | None | Did Not Vote |
| 1.12 | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| FATE THERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FATE
SECURITY ID: 31189P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert S. Epstein | Management | For | For |
| 1.2 | Elect Director John D. Mendlein | Management | For | For |
| 1.3 | Elect Director Karin Jooss | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FIBROGEN, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: FGEN
SECURITY ID: 31572Q808
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Enrique Conterno | Management | For | For |
| 1b | Elect Director Aoife Brennan | Management | For | For |
| 1c | Elect Director Gerald Lema | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FIGS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: FIGS
SECURITY ID: 30260D103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heather Hasson | Management | For | For |
| 1.2 | Elect Director Kenneth Lin | Management | For | For |
| 1.3 | Elect Director Michael Soenen | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FULCRUM THERAPEUTICS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FULC
SECURITY ID: 359616109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Ezekowitz | Management | For | For |
| 1.2 | Elect Director Sonja L. Banks | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FULGENT GENETICS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: FLGT
SECURITY ID: 359664109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ming Hsieh | Management | For | For |
| 1.2 | Elect Director Linda Marsh | Management | For | Withhold |
| 1.3 | Elect Director Michael Nohaile | Management | For | For |
| 1.4 | Elect Director Regina Groves | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| G1 THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GTHX
SECURITY ID: 3621LQ109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Garry A. Nicholson | Management | For | For |
| 1.2 | Elect Director Mark A. Velleca | Management | For | For |
| 1.3 | Elect Director Glenn P. Muir | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| GE HEALTHCARE TECHNOLOGIES, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: GEHC
SECURITY ID: 36266G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Arduini | Management | For | For |
| 1b | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1c | Elect Director Rodney F. Hochman | Management | For | For |
| 1d | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1e | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1f | Elect Director Catherine Lesjak | Management | For | For |
| 1g | Elect Director Anne T. Madden | Management | For | For |
| 1h | Elect Director Tomislav Mihaljevic | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Phoebe L. Yang | 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 |
| GERON CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: GERN
SECURITY ID: 374163103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director V. Bryan Lawlis | Management | For | For |
| 1.2 | Elect Director Susan M. Molineaux | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GILEAD SCIENCES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GILD
SECURITY ID: 375558103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Jeffrey A. Bluestone | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 1d | Elect Director Kelly A. Kramer | Management | For | For |
| 1e | Elect Director Kevin E. Lofton | Management | For | For |
| 1f | Elect Director Harish Manwani | Management | For | For |
| 1g | Elect Director Daniel P. O'Day | Management | For | For |
| 1h | Elect Director Javier J. Rodriguez | Management | For | For |
| 1i | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require More Director Nominations Than Open Seats | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| GLAUKOS CORPORATION
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: GKOS
SECURITY ID: 377322102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Denice M. Torres | Management | For | For |
| 1.2 | Elect Director Aimee S. Weisner | 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 |
| GLOBAL BLOOD THERAPEUTICS, INC.
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: GBT
SECURITY ID: 37890U108
|
||||
| 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 |
| GLOBUS MEDICAL, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: GMED
SECURITY ID: 379577208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| GLOBUS MEDICAL, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: GMED
SECURITY ID: 379577208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel T. Scavilla | Management | For | For |
| 1b | Elect Director Robert Douglas | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GOODRX HOLDINGS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: GDRX
SECURITY ID: 38246G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julie Bradley | Management | For | For |
| 1.2 | Elect Director Dipanjan Deb | Management | For | For |
| 1.3 | Elect Director Stephen LeSieur | Management | For | For |
| 1.4 | Elect Director Gregory Mondre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GUARDANT HEALTH, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: GH
SECURITY ID: 40131M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian Clark | Management | For | Withhold |
| 1b | Elect Director Meghan Joyce | Management | For | For |
| 1c | Elect Director Samir Kaul | 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 |
| HAEMONETICS CORPORATION
MEETING DATE: AUG 05, 2022 |
||||
|
TICKER: HAE
SECURITY ID: 405024100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert E. Abernathy | Management | For | For |
| 1.2 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.3 | Elect Director Michael J. Coyle | Management | For | For |
| 1.4 | Elect Director Charles J. Dockendorff | Management | For | For |
| 1.5 | Elect Director Lloyd E. Johnson | Management | For | For |
| 1.6 | Elect Director Mark W. Kroll | Management | For | For |
| 1.7 | Elect Director Claire Pomeroy | Management | For | For |
| 1.8 | Elect Director Christopher A. Simon | Management | For | For |
| 1.9 | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HALOZYME THERAPEUTICS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: HALO
SECURITY ID: 40637H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Bernadette Connaughton | Management | For | For |
| 1B | Elect Director Moni Miyashita | Management | For | For |
| 1C | Elect Director Matthew L. Posard | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HANGER, INC.
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: HNGR
SECURITY ID: 41043F208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| HARMONY BIOSCIENCES HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HRMY
SECURITY ID: 413197104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Antonio J. Gracias | Management | For | For |
| 1.2 | Elect Director Jack Bech Nielsen | Management | For | Withhold |
| 1.3 | Elect Director Andreas Wicki | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HCA HEALTHCARE, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: HCA
SECURITY ID: 40412C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Frist, III | Management | For | For |
| 1b | Elect Director Samuel N. Hazen | Management | For | For |
| 1c | Elect Director Meg G. Crofton | Management | For | For |
| 1d | Elect Director Robert J. Dennis | Management | For | For |
| 1e | Elect Director Nancy-Ann DeParle | Management | For | For |
| 1f | Elect Director William R. Frist | Management | For | For |
| 1g | Elect Director Hugh F. Johnston | Management | For | For |
| 1h | Elect Director Michael W. Michelson | Management | For | For |
| 1i | Elect Director Wayne J. Riley | Management | For | For |
| 1j | Elect Director Andrea B. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | Against |
| 6 | Amend Charter of Patient Safety and Quality of Care Committee | Shareholder | Against | Against |
| HEALTH CATALYST, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: HCAT
SECURITY ID: 42225T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anita V. Pramoda | Management | For | For |
| 1.2 | Elect Director S. Dawn Smith | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HEALTHEQUITY, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: HQY
SECURITY ID: 42226A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Selander | Management | For | For |
| 1.2 | Elect Director Jon Kessler | Management | For | For |
| 1.3 | Elect Director Stephen Neeleman | Management | For | For |
| 1.4 | Elect Director Paul Black | Management | For | For |
| 1.5 | Elect Director Frank Corvino | Management | For | For |
| 1.6 | Elect Director Adrian Dillon | Management | For | For |
| 1.7 | Elect Director Evelyn Dilsaver | Management | For | For |
| 1.8 | Elect Director Debra McCowan | Management | For | For |
| 1.9 | Elect Director Rajesh Natarajan | Management | For | For |
| 1.10 | Elect Director Stuart Parker | Management | For | For |
| 1.11 | Elect Director Gayle Wellborn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HEALTHSTREAM, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HSTM
SECURITY ID: 42222N103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey L. McLaren | Management | For | Withhold |
| 1.2 | Elect Director Linda Eskind Rebrovick | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HENRY SCHEIN, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: HSIC
SECURITY ID: 806407102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mohamad Ali | Management | For | For |
| 1b | Elect Director Stanley M. Bergman | Management | For | For |
| 1c | Elect Director James P. Breslawski | Management | For | For |
| 1d | Elect Director Deborah Derby | Management | For | For |
| 1e | Elect Director Joseph L. Herring | Management | For | For |
| 1f | Elect Director Kurt P. Kuehn | Management | For | For |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Anne H. Margulies | Management | For | For |
| 1i | Elect Director Mark E. Mlotek | Management | For | For |
| 1j | Elect Director Steven Paladino | Management | For | For |
| 1k | Elect Director Carol Raphael | Management | For | For |
| 1l | Elect Director Scott Serota | Management | For | For |
| 1m | Elect Director Bradley T. Sheares | Management | For | For |
| 1n | Elect Director Reed V. Tuckson | Management | For | For |
| 2 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| HERON THERAPEUTICS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: HRTX
SECURITY ID: 427746102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adam Morgan | Management | For | For |
| 1b | Elect Director Craig Collard | Management | For | For |
| 1c | Elect Director Sharmila Dissanaike | Management | For | For |
| 1d | Elect Director Craig Johnson | Management | For | For |
| 1e | Elect Director Kevin Kotler | Management | For | For |
| 1f | Elect Director Susan Rodriguez | Management | For | For |
| 1g | Elect Director Christian Waage | Management | For | For |
| 2 | Ratify Withum Smith+Brown, PC as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| HESKA CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: HSKA
SECURITY ID: 42805E306
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Antin | Management | For | For |
| 1.2 | Elect Director Stephen L. Davis | Management | For | For |
| 1.3 | Elect Director Mark F. Furlong | Management | For | For |
| 1.4 | Elect Director Joachim A. Hasenmaier | Management | For | For |
| 1.5 | Elect Director Scott W. Humphrey | Management | For | For |
| 1.6 | Elect Director Sharon J. Maples | Management | For | For |
| 1.7 | Elect Director David E. Sveen | Management | For | For |
| 1.8 | Elect Director Kevin S. Wilson | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HESKA CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: HSKA
SECURITY ID: 42805E306
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| HILLEVAX, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: HLVX
SECURITY ID: 43157M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shelley Chu | Management | For | For |
| 1.2 | Elect Director Julie Gerberding | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Elect Director Nanette Cocero | Management | For | For |
| HIMS & HERS HEALTH, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: HIMS
SECURITY ID: 433000106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Dudum | Management | For | For |
| 1.2 | Elect Director Alex Bard | Management | For | For |
| 1.3 | Elect Director Ambar Bhattacharyya | Management | For | For |
| 1.4 | Elect Director Patrick Carroll | Management | For | For |
| 1.5 | Elect Director Delos Cosgrove | Management | For | For |
| 1.6 | Elect Director Lynne Chou O'Keefe | Management | For | For |
| 1.7 | Elect Director Christiane Pendarvis | Management | For | For |
| 1.8 | Elect Director Andrea Perez | Management | For | For |
| 1.9 | Elect Director David Wells | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HOLOGIC, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: HOLX
SECURITY ID: 436440101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. MacMillan | Management | For | For |
| 1b | Elect Director Sally W. Crawford | Management | For | For |
| 1c | Elect Director Charles J. Dockendorff | Management | For | For |
| 1d | Elect Director Scott T. Garrett | Management | For | For |
| 1e | Elect Director Ludwig N. Hantson | Management | For | For |
| 1f | Elect Director Namal Nawana | Management | For | For |
| 1g | Elect Director Christiana Stamoulis | Management | For | For |
| 1h | Elect Director Stacey D. Stewart | Management | For | For |
| 1i | Elect Director Amy M. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
MEETING DATE: FEB 24, 2023 |
||||
|
TICKER: HZNP
SECURITY ID: G46188111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
MEETING DATE: FEB 24, 2023 |
||||
|
TICKER: HZNP
SECURITY ID: G46188101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| HUMANA INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: HUM
SECURITY ID: 444859102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ICU MEDICAL, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ICUI
SECURITY ID: 44930G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vivek Jain | Management | For | For |
| 1.2 | Elect Director George A. Lopez | Management | For | For |
| 1.3 | Elect Director David C. Greenberg | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director David F. Hoffmeister | Management | For | For |
| 1.6 | Elect Director Donald M. Abbey | Management | For | For |
| 1.7 | Elect Director Laurie Hernandez | Management | For | For |
| 1.8 | Elect Director Kolleen T. Kennedy | Management | For | For |
| 1.9 | Elect Director William Seeger | Management | For | For |
| 2 | Amend Omnibus Stock Plan | 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 |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| IDEAYA BIOSCIENCES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: IDYA
SECURITY ID: 45166A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yujiro S. Hata | Management | For | For |
| 1.2 | Elect Director M. Garret Hampton | Management | For | For |
| 1.3 | Elect Director Catherine J. Mackey | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| IDEXX LABORATORIES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: IDXX
SECURITY ID: 45168D104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel M. Junius | Management | For | For |
| 1b | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1c | Elect Director Sophie V. Vandebroek | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| IGM BIOSCIENCES, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: IGMS
SECURITY ID: 449585108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julie Hambleton | Management | For | For |
| 1.2 | Elect Director William Strohl | Management | For | For |
| 1.3 | Elect Director Jakob Haldor Topsoe | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| ILLUMINA, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ILMN
SECURITY ID: 452327109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 9 Directors | ||||
| 1A | Elect Management Nominee Director Frances Arnold | Management | For | For |
| 1B | Elect Management Nominee Director Francis A. deSouza | Management | For | For |
| 1C | Elect Management Nominee Director Caroline D. Dorsa | Management | For | For |
| 1D | Elect Management Nominee Director Robert S. Epstein | Management | For | For |
| 1E | Elect Management Nominee Director Scott Gottlieb | Management | For | For |
| 1F | Elect Management Nominee Director Gary S. Guthart | Management | For | For |
| 1G | Elect Management Nominee Director Philip W. Schiller | Management | For | For |
| 1H | Elect Management Nominee Director Susan E. Siegel | Management | For | For |
| 1I | Elect Management Nominee Director John W. Thompson | Management | For | For |
| 1J | Elect Dissident Nominee Director Vincent J. Intrieri | Shareholder | Against | Withhold |
| 1K | Elect Dissident Nominee Director Jesse A. Lynn | Shareholder | Against | Withhold |
| 1L | Elect Dissident Nominee Director Andrew J. Teno | Shareholder | Against | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 9 Directors | ||||
| 1.1 | Elect Dissident Nominee Director Vincent J. Intrieri | Shareholder | For | Did Not Vote |
| 1.2 | Elect Dissident Nominee Director Jesse A. Lynn | Shareholder | For | Did Not Vote |
| 1.3 | Elect Dissident Nominee Director Andrew J. Teno | Shareholder | For | Did Not Vote |
| 1.4 | Elect Management Nominee Director Frances Arnold | Management | None | Did Not Vote |
| 1.5 | Elect Management Nominee Director Caroline D. Dorsa | Management | None | Did Not Vote |
| 1.6 | Elect Management Nominee Director Scott Gottlieb | Management | None | Did Not Vote |
| 1.7 | Elect Management Nominee Director Gary S. Guthart | Management | None | Did Not Vote |
| 1.8 | Elect Management Nominee Director Philip W. Schiller | Management | None | Did Not Vote |
| 1.9 | Elect Management Nominee Director Susan E. Siegel | Management | None | Did Not Vote |
| 1.10 | Elect Management Nominee Director Francis A. deSouza | Management | Against | Did Not Vote |
| 1.11 | Elect Management Nominee Director Robert S. Epstein | Management | Against | Did Not Vote |
| 1.12 | Elect Management Nominee Director John W. Thompson | Management | Against | Did Not Vote |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 5 | Amend Omnibus Stock Plan | Management | None | Did Not Vote |
| IMMUNITYBIO, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: IBRX
SECURITY ID: 45256X103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick Soon-Shiong | Management | For | For |
| 1b | Elect Director Cheryl L. Cohen | Management | For | For |
| 1c | Elect Director Richard Adcock | Management | For | For |
| 1d | Elect Director Michael D. Blaszyk | Management | For | For |
| 1e | Elect Director John Owen Brennan | Management | For | For |
| 1f | Elect Director Wesley Clark | Management | For | For |
| 1g | Elect Director Linda Maxwell | Management | For | For |
| 1h | Elect Director Christobel Selecky | Management | For | For |
| 1i | Elect Director Barry J. Simon | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| IMMUNOGEN, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: IMGN
SECURITY ID: 45253H101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2.1 | Elect Director Stuart A. Arbuckle | Management | For | For |
| 2.2 | Elect Director Mark J. Enyedy | Management | For | For |
| 2.3 | Elect Director Mark A. Goldberg | Management | For | For |
| 2.4 | Elect Director Tracey L. McCain | Management | For | For |
| 2.5 | Elect Director Stephen C. McCluski | Management | For | For |
| 2.6 | Elect Director Dean J. Mitchell | Management | For | Withhold |
| 2.7 | Elect Director Kristine Peterson | Management | For | Withhold |
| 2.8 | Elect Director Helen M. Thackray | Management | For | For |
| 2.9 | Elect Director Richard J. Wallace | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| IMMUNOVANT, INC.
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: IMVT
SECURITY ID: 45258J102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Salzmann | Management | For | For |
| 1.2 | Elect Director Douglas Hughes | Management | For | Withhold |
| 1.3 | Elect Director George Migausky | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| INARI MEDICAL, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NARI
SECURITY ID: 45332Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cynthia Lucchese | Management | For | For |
| 1.2 | Elect Director Jonathan Root | Management | For | For |
| 1.3 | Elect Director Robert Warner | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INCYTE CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: INCY
SECURITY ID: 45337C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian C. Baker | Management | For | For |
| 1.2 | Elect Director Jean-Jacques Bienaime | Management | For | For |
| 1.3 | Elect Director Otis W. Brawley | Management | For | For |
| 1.4 | Elect Director Paul J. Clancy | Management | For | For |
| 1.5 | Elect Director Jacqualyn A. Fouse | Management | For | For |
| 1.6 | Elect Director Edmund P. Harrigan | Management | For | For |
| 1.7 | Elect Director Katherine A. High | Management | For | For |
| 1.8 | Elect Director Herve Hoppenot | Management | For | For |
| 1.9 | Elect Director Susanne Schaffert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INHIBRX, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: INBX
SECURITY ID: 45720L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark P. Lappe | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INNOVIVA, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: INVA
SECURITY ID: 45781M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deborah L. Birx | Management | For | For |
| 1.2 | Elect Director Mark A. DiPaolo | Management | For | For |
| 1.3 | Elect Director Jules Haimovitz | Management | For | For |
| 1.4 | Elect Director Odysseas D. Kostas | Management | For | For |
| 1.5 | Elect Director Sarah J. Schlesinger | Management | For | For |
| 1.6 | Elect Director Sapna Srivastava | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| INOGEN, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: INGN
SECURITY ID: 45780L104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn Boehnlein | Management | For | For |
| 1.2 | Elect Director Thomas A. West | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| INOTIV, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: NOTV
SECURITY ID: 45783Q100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard A. Johnson | Management | For | Withhold |
| 1.2 | Elect Director Nigel Brown | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INOVIO PHARMACEUTICALS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: INO
SECURITY ID: 45773H201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jacqueline E. Shea | Management | For | For |
| 1.2 | Elect Director Simon X. Benito | Management | For | For |
| 1.3 | Elect Director Roger D. Dansey | Management | For | For |
| 1.4 | Elect Director Ann C. Miller | Management | For | For |
| 1.5 | Elect Director Jay P. Shepard | Management | For | For |
| 1.6 | Elect Director David B. Weiner | Management | For | For |
| 1.7 | Elect Director Wendy L. Yarno | Management | For | For |
| 1.8 | Elect Director Lota S. Zoth | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| INSMED INCORPORATED
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: INSM
SECURITY ID: 457669307
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth McKee Anderson | Management | For | For |
| 1.2 | Elect Director Clarissa Desjardins | Management | For | For |
| 1.3 | Elect Director David W.J. McGirr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| INSPIRE MEDICAL SYSTEMS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: INSP
SECURITY ID: 457730109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cynthia B. Burks | Management | For | For |
| 1.2 | Elect Director Gary L. Ellis | Management | For | For |
| 1.3 | Elect Director Georgia Garinois-Melenikiotou | Management | For | For |
| 1.4 | Elect Director Dana G. Mead, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INSULET CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: PODD
SECURITY ID: 45784P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luciana Borio | Management | For | For |
| 1.2 | Elect Director Michael R. Minogue | Management | For | For |
| 1.3 | Elect Director Corinne H. Nevinny | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INTEGER HOLDINGS CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: ITGR
SECURITY ID: 45826H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sheila Antrum | Management | For | For |
| 1.2 | Elect Director Pamela G. Bailey | Management | For | For |
| 1.3 | Elect Director Cheryl C. Capps | Management | For | For |
| 1.4 | Elect Director Joseph W. Dziedzic | Management | For | For |
| 1.5 | Elect Director James F. Hinrichs | Management | For | For |
| 1.6 | Elect Director Jean Hobby | Management | For | For |
| 1.7 | Elect Director Tyrone Jeffers | Management | For | For |
| 1.8 | Elect Director M. Craig Maxwell | Management | For | For |
| 1.9 | Elect Director Filippo Passerini | Management | For | For |
| 1.10 | Elect Director Donald J. Spence | Management | For | For |
| 1.11 | Elect Director William B. Summers, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTEGRA LIFESCIENCES HOLDINGS CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: IART
SECURITY ID: 457985208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan De Witte | Management | For | For |
| 1b | Elect Director Keith Bradley | Management | For | For |
| 1c | Elect Director Shaundra D. Clay | Management | For | For |
| 1d | Elect Director Stuart M. Essig | Management | For | For |
| 1e | Elect Director Barbara B. Hill | Management | For | For |
| 1f | Elect Director Renee W. Lo | Management | For | For |
| 1g | Elect Director Raymond G. Murphy | Management | For | For |
| 1h | Elect Director Christian S. Schade | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTELLIA THERAPEUTICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: NTLA
SECURITY ID: 45826J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Muna Bhanji | Management | For | For |
| 1.2 | Elect Director John F. Crowley | Management | For | Withhold |
| 1.3 | Elect Director Jesse Goodman | 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 | Increase Authorized Common Stock | Management | For | For |
| INTERCEPT PHARMACEUTICALS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: ICPT
SECURITY ID: 45845P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paolo Fundaro | Management | For | For |
| 1b | Elect Director Jerome Durso | Management | For | For |
| 1c | Elect Director Srinivas Akkaraju | Management | For | For |
| 1d | Elect Director Luca Benatti | Management | For | For |
| 1e | Elect Director Daniel Bradbury | Management | For | For |
| 1f | Elect Director Keith Gottesdiener | Management | For | For |
| 1g | Elect Director Nancy Miller-Rich | Management | For | For |
| 1h | Elect Director Mark Pruzanski | Management | For | For |
| 1i | Elect Director Dagmar Rosa-Bjorkeson | Management | For | For |
| 1j | Elect Director Gino Santini | Management | For | For |
| 1k | Elect Director Glenn Sblendorio | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| INTRA-CELLULAR THERAPIES, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: ITCI
SECURITY ID: 46116X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Eduardo Rene Salas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INTUITIVE SURGICAL, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: ISRG
SECURITY ID: 46120E602
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig H. Barratt | Management | For | For |
| 1b | Elect Director Joseph C. Beery | Management | For | For |
| 1c | Elect Director Gary S. Guthart | Management | For | For |
| 1d | Elect Director Amal M. Johnson | Management | For | For |
| 1e | Elect Director Don R. Kania | Management | For | For |
| 1f | Elect Director Amy L. Ladd | Management | For | For |
| 1g | Elect Director Keith R. Leonard, Jr. | Management | For | For |
| 1h | Elect Director Alan J. Levy | Management | For | For |
| 1i | Elect Director Jami Dover Nachtsheim | Management | For | For |
| 1j | Elect Director Monica P. Reed | Management | For | For |
| 1k | Elect Director Mark J. Rubash | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| INVITAE CORPORATION
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: NVTA
SECURITY ID: 46185L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Geoffrey S. Crouse | Management | For | Against |
| 1b | Elect Director Christine M. Gorjanc | Management | For | Against |
| 1c | Elect Director Kenneth D. Knight | Management | For | For |
| 2 | Approve Issuance of Shares of Common Stock Upon Conversion of Notes and Exercise of Warrants | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| IONIS PHARMACEUTICALS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: IONS
SECURITY ID: 462222100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Spencer R. Berthelsen | Management | For | For |
| 1.2 | Elect Director Joan E. Herman | Management | For | For |
| 1.3 | Elect Director B. Lynne Parshall | Management | For | For |
| 1.4 | Elect Director Joseph H. Wender | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Non-Employee Director Stock Option Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| IOVANCE BIOTHERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: IOVA
SECURITY ID: 462260100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Iain D. Dukes | Management | For | For |
| 1.2 | Elect Director Athena Countouriotis | Management | For | For |
| 1.3 | Elect Director Wendy Yarno | Management | For | For |
| 1.4 | Elect Director Ryan Maynard | Management | For | For |
| 1.5 | Elect Director Merrill A. McPeak | Management | For | For |
| 1.6 | Elect Director Wayne P. Rothbaum | Management | For | For |
| 1.7 | Elect Director Michael Weiser | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Increase Authorized Common Stock | Management | For | For |
| IQVIA HOLDINGS INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: IQV
SECURITY ID: 46266C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol J. Burt | Management | For | For |
| 1b | Elect Director Colleen A. Goggins | Management | For | For |
| 1c | Elect Director Sheila A. Stamps | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| IRHYTHM TECHNOLOGIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: IRTC
SECURITY ID: 450056106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cathleen Noel Bairey Merz | Management | For | For |
| 1.2 | Elect Director Quentin S. Blackford | Management | For | For |
| 1.3 | Elect Director Bruce G. Bodaken | Management | For | For |
| 1.4 | Elect Director Karen Ling | Management | For | For |
| 1.5 | Elect Director Mark J. Rubash | Management | For | For |
| 1.6 | Elect Director Ralph Snyderman | Management | For | For |
| 1.7 | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IRONWOOD PHARMACEUTICALS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: IRWD
SECURITY ID: 46333X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Currie | Management | For | Withhold |
| 1.2 | Elect Director Alexander Denner | Management | For | For |
| 1.3 | Elect Director Andrew Dreyfus | Management | For | For |
| 1.4 | Elect Director Jon Duane | Management | For | For |
| 1.5 | Elect Director Marla Kessler | Management | For | For |
| 1.6 | Elect Director Thomas McCourt | Management | For | For |
| 1.7 | Elect Director Julie McHugh | Management | For | For |
| 1.8 | Elect Director Catherine Moukheibir | Management | For | For |
| 1.9 | Elect Director Jay Shepard | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ITEOS THERAPEUTICS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: ITOS
SECURITY ID: 46565G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michel Detheux | Management | For | For |
| 1.2 | Elect Director David L. Hallal | Management | For | Withhold |
| 1.3 | Elect Director Tim Van Hauwermeiren | Management | For | For |
| 1.4 | Elect Director Robert Iannone | Management | For | For |
| 2 | Ratify Deloitte Bedrijfsrevisoren / Reviseurs d'Entreprises BV/SRL as Auditors | Management | For | For |
| IVERIC BIO, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ISEE
SECURITY ID: 46583P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jane P. Henderson | Management | For | For |
| 1.2 | Elect Director Pravin U. Dugel | Management | For | For |
| 1.3 | Elect Director Glenn P. Sblendorio | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| JANUX THERAPEUTICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: JANX
SECURITY ID: 47103J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sheila Gujrathi | Management | For | Withhold |
| 1.2 | Elect Director Alana McNulty | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| JAZZ PHARMACEUTICALS PLC
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: JAZZ
SECURITY ID: G50871105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer E. Cook | Management | For | For |
| 1b | Elect Director Patrick G. Enright | Management | For | For |
| 1c | Elect Director Seamus Mulligan | Management | For | For |
| 1d | Elect Director Norbert G. Riedel | Management | For | For |
| 2 | Approve KPMG, Dublin as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| JOHNSON & JOHNSON
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JNJ
SECURITY ID: 478160104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| KARUNA THERAPEUTICS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: KRTX
SECURITY ID: 48576A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bill Meury | Management | For | For |
| 1b | Elect Director Laurie Olson | Management | For | For |
| 1c | Elect Director David Wheadon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| KARYOPHARM THERAPEUTICS INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: KPTI
SECURITY ID: 48576U106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barry E. Greene | Management | For | For |
| 1.2 | Elect Director Mansoor Raza Mirza | Management | For | For |
| 1.3 | Elect Director Christy J. Oliger | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| KEROS THERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: KROS
SECURITY ID: 492327101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl L. Gordon | Management | For | Withhold |
| 1.2 | Elect Director Tomer Kariv | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KEZAR LIFE SCIENCES, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: KZR
SECURITY ID: 49372L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Franklin Berger | Management | For | Withhold |
| 1b | Elect Director Graham Cooper | Management | For | For |
| 1c | Elect Director Micki Klearman | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| KINIKSA PHARMACEUTICALS, LTD.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: KNSA
SECURITY ID: G5269C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen R. Biggar | Management | For | For |
| 1b | Elect Director G. Bradley Cole | Management | For | For |
| 1c | Elect Director Barry D. Quart | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KODIAK SCIENCES INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: KOD
SECURITY ID: 50015M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles A. Bancroft | Management | For | For |
| 1.2 | Elect Director Bassil I. Dahiyat | Management | For | For |
| 1.3 | Elect Director Taiyin Yang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| KRYSTAL BIOTECH, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: KRYS
SECURITY ID: 501147102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Krish S. Krishnan | Management | For | For |
| 1.2 | Elect Director Kirti Ganorkar | Management | For | For |
| 1.3 | Elect Director Christopher Mason | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KURA ONCOLOGY, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: KURA
SECURITY ID: 50127T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diane Parks | Management | For | For |
| 1.2 | Elect Director Mary T. Szela | Management | 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 |
| KYMERA THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: KYMR
SECURITY ID: 501575104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce Booth | Management | For | For |
| 1.2 | Elect Director Nello Mainolfi | Management | For | For |
| 1.3 | Elect Director Elena Ridloff | Management | For | For |
| 1.4 | Elect Director John Maraganore | 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 |
| LABORATORY CORPORATION OF AMERICA HOLDINGS
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LH
SECURITY ID: 50540R409
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Jean-Luc Belingard | Management | For | For |
| 1c | Elect Director Jeffrey A. Davis | Management | For | For |
| 1d | Elect Director D. Gary Gilliland | Management | For | For |
| 1e | Elect Director Kirsten M. Kliphouse | Management | For | For |
| 1f | Elect Director Garheng Kong | Management | For | For |
| 1g | Elect Director Peter M. Neupert | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Adam H. Schechter | Management | For | For |
| 1j | Elect Director Kathryn E. Wengel | Management | For | For |
| 1k | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Transport of Nonhuman Primates Within the U.S. | Shareholder | Against | Against |
| 7 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| LANTHEUS HOLDINGS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LNTH
SECURITY ID: 516544103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Minnie Baylor-Henry | Management | For | For |
| 1.2 | Elect Director Heinz Mausli | Management | For | For |
| 1.3 | Elect Director Julie McHugh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LEMAITRE VASCULAR, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: LMAT
SECURITY ID: 525558201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bridget A. Ross | Management | For | For |
| 1.2 | Elect Director John A. Roush | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| LEXICON PHARMACEUTICALS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LXRX
SECURITY ID: 528872302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Samuel L. Barker | Management | For | For |
| 1.2 | Elect Director Christopher J. Sobecki | Management | For | For |
| 1.3 | Elect Director Judith L. Swain | Management | For | Withhold |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LIGAND PHARMACEUTICALS INCORPORATED
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: LGND
SECURITY ID: 53220K504
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason M. Aryeh | Management | For | Withhold |
| 1.2 | Elect Director Todd C. Davis | Management | For | For |
| 1.3 | Elect Director Nancy R. Gray | Management | For | For |
| 1.4 | Elect Director Jason Haas | Management | For | For |
| 1.5 | Elect Director John W. Kozarich | Management | For | Withhold |
| 1.6 | Elect Director John L. LaMattina | Management | For | For |
| 1.7 | Elect Director Stephen L. Sabba | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LIVANOVA PLC
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: LIVN
SECURITY ID: G5509L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francesco Bianchi | Management | For | For |
| 1.2 | Elect Director Stacy Enxing Seng | Management | For | For |
| 1.3 | Elect Director William Kozy | Management | For | For |
| 1.4 | Elect Director Daniel Moore | Management | For | For |
| 1.5 | Elect Director Sharon O'Kane | Management | For | For |
| 1.6 | Elect Director Andrea Saia | Management | For | For |
| 1.7 | Elect Director Todd Schermerhorn | Management | For | For |
| 1.8 | Elect Director Brooke Story | Management | For | For |
| 1i | Elect Director Peter Wilver | 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 | Authorize Issue of Equity | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 9 | Reappoint PricewaterhouseCoopers LLP as UK Statutory Auditor | Management | For | For |
| 10 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| MADRIGAL PHARMACEUTICALS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: MDGL
SECURITY ID: 558868105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul A. Friedman | Management | For | For |
| 1.2 | Elect Director Kenneth M. Bate | Management | For | For |
| 1.3 | Elect Director James M. Daly | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MANNKIND CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MNKD
SECURITY ID: 56400P706
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James S. Shannon | Management | For | For |
| 1.2 | Elect Director Michael E. Castagna | Management | For | For |
| 1.3 | Elect Director Ronald J. Consiglio | Management | For | For |
| 1.4 | Elect Director Michael A. Friedman | Management | For | For |
| 1.5 | Elect Director Jennifer Grancio | Management | For | For |
| 1.6 | Elect Director Anthony Hooper | Management | For | For |
| 1.7 | Elect Director Sabrina Kay | Management | For | For |
| 1.8 | Elect Director Kent Kresa | Management | For | For |
| 1.9 | Elect Director Christine Mundkur | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 8 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MARAVAI LIFESCIENCES HOLDINGS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MRVI
SECURITY ID: 56600D107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anat Ashkenazi | Management | For | For |
| 1.2 | Elect Director Gregory T. Lucier | Management | For | For |
| 1.3 | Elect Director Luke Marker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MASIMO CORPORATION
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: MASI
SECURITY ID: 574795100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 2 Directors | ||||
| 1a | Elect Management Nominee Director H Michael Cohen | Management | For | Withhold |
| 1b | Elect Management Nominee Director Julie A. Shimer | Management | For | For |
| 1c | Elect Dissident Nominee Director Michelle Brennan | Shareholder | Withhold | For |
| 1d | Elect Dissident Nominee Director Quentin Koffey | Shareholder | Withhold | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Approve Increase in Size of Board from Five to Seven | Management | For | For |
| 7 | Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting | Shareholder | Against | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Blue Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 2 Directors | ||||
| Politan Nominees | ||||
| 1a | Elect Dissident Nominee Director Michelle Brennan | Shareholder | For | Did Not Vote |
| 1b | Elect Dissident Nominee Director Quentin Koffey | Shareholder | For | Did Not Vote |
| Company Nominees Opposed by Politan | ||||
| 1a | Elect Management Nominee Director H Michael Cohen | Management | Withhold | Did Not Vote |
| 1b | Elect Management Nominee Director Julie A. Shimer | Management | Withhold | Did Not Vote |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 5 | Declassify the Board of Directors | Management | For | Did Not Vote |
| 6 | Approve Increase in Size of Board from Five to Seven | Management | Abstain | Did Not Vote |
| 7 | Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting | Shareholder | For | Did Not Vote |
| MAXCYTE, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: MXCT
SECURITY ID: 57777K106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Art Mandell | Management | For | Withhold |
| 1.2 | Elect Director Stanley C. Erck | Management | For | Withhold |
| 1.3 | Elect Director Patrick J. Balthrop | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify CohnReznick LLP as Auditors | Management | For | For |
| MCKESSON CORPORATION
MEETING DATE: JUL 22, 2022 |
||||
|
TICKER: MCK
SECURITY ID: 58155Q103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Carmona | Management | For | For |
| 1b | Elect Director Dominic J. Caruso | Management | For | For |
| 1c | Elect Director W. Roy Dunbar | Management | For | For |
| 1d | Elect Director James H. Hinton | Management | For | For |
| 1e | Elect Director Donald R. Knauss | Management | For | For |
| 1f | Elect Director Bradley E. Lerman | Management | For | For |
| 1g | Elect Director Linda P. Mantia | Management | For | For |
| 1h | Elect Director Maria Martinez | Management | For | For |
| 1i | Elect Director Susan R. Salka | Management | For | For |
| 1j | Elect Director Brian S. Tyler | Management | For | For |
| 1k | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | Against |
| MEDPACE HOLDINGS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: MEDP
SECURITY ID: 58506Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian T. Carley | Management | For | Withhold |
| 1.2 | Elect Director Femida H. Gwadry-Sridhar | Management | For | For |
| 1.3 | Elect Director Robert O. Kraft | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MEDTRONIC PLC
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: MDT
SECURITY ID: G5960L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Lidia L. Fonseca | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Randall J. Hogan, III | Management | For | For |
| 1g | Elect Director Kevin E. Lofton | Management | For | For |
| 1h | Elect Director Geoffrey S. Martha | Management | For | For |
| 1i | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1j | Elect Director Denise M. O'Leary | Management | For | For |
| 1k | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Overseas Market Purchases of Ordinary Shares | Management | For | For |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MRK
SECURITY ID: 58933Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MERIDIAN BIOSCIENCE, INC.
MEETING DATE: OCT 10, 2022 |
||||
|
TICKER: VIVO
SECURITY ID: 589584101
|
||||
| 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 |
| MERIT MEDICAL SYSTEMS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MMSI
SECURITY ID: 589889104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lonny J. Carpenter | Management | For | For |
| 1b | Elect Director David K. Floyd | Management | For | For |
| 1c | Elect Director Lynne N. Ward | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MERSANA THERAPEUTICS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: MRSN
SECURITY ID: 59045L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lawrence M. Alleva | Management | For | For |
| 1b | Elect Director David M. Mott | Management | For | For |
| 1c | Elect Director Anna Protopapas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MERUS N.V.
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: MRUS
SECURITY ID: N5749R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Ratify KPMG Accountants N.V. as Auditors | Management | For | For |
| 3 | Approve Discharge of Directors | Management | For | For |
| 4 | Re-Elect Sven (Bill) Ante Lundberg as Executive Director | Management | For | For |
| 5 | Re-Elect Anand Mehra as Non-Executive Director | Management | For | For |
| 6 | Re-Elect Victor Sandor as Non-Executive Director | Management | For | For |
| 7 | Grant Board Authority to Issue Shares | Management | For | For |
| 8 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MESA LABORATORIES, INC.
MEETING DATE: AUG 26, 2022 |
||||
|
TICKER: MLAB
SECURITY ID: 59064R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer S. Alltoft | Management | For | For |
| 1.2 | Elect Director Shiraz S. Ladiwala | Management | For | For |
| 1.3 | Elect Director Shannon M. Hall | Management | For | Withhold |
| 1.4 | Elect Director Tony Tripeny | Management | For | For |
| 1.5 | Elect Director Gary M. Owens | Management | For | For |
| 1.6 | Elect Director John B. Schmieder | Management | For | For |
| 1.7 | Elect Director John J. Sullivan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Plante & Moran, PLLC as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| METTLER-TOLEDO INTERNATIONAL INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MTD
SECURITY ID: 592688105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert F. Spoerry | Management | For | For |
| 1.2 | Elect Director Roland Diggelmann | Management | For | For |
| 1.3 | Elect Director Domitille Doat-Le Bigot | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director Richard Francis | Management | For | For |
| 1.6 | Elect Director Michael A. Kelly | Management | For | For |
| 1.7 | Elect Director Thomas P. Salice | Management | For | For |
| 1.8 | Elect Director Ingrid Zhang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MIMEDX GROUP, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: MDXG
SECURITY ID: 602496101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James L. Bierman | Management | For | For |
| 1b | Elect Director Phyllis Gardner | Management | For | For |
| 1c | Elect Director Michael J. Giuliani | Management | For | For |
| 1d | Elect Director Cato T. Laurencin | 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 | Increase Authorized Common Stock | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| MIRATI THERAPEUTICS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MRTX
SECURITY ID: 60468T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles M. Baum | Management | For | For |
| 1.2 | Elect Director Bruce L.A. Carter | Management | For | For |
| 1.3 | Elect Director Julie M. Cherrington | Management | For | For |
| 1.4 | Elect Director Aaron I. Davis | Management | For | For |
| 1.5 | Elect Director Faheem Hasnain | Management | For | Withhold |
| 1.6 | Elect Director Craig Johnson | Management | For | Withhold |
| 1.7 | Elect Director Maya Martinez-Davis | Management | For | For |
| 1.8 | Elect Director David Meek | Management | For | For |
| 1.9 | Elect Director Shalini Sharp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| MIRUM PHARMACEUTICALS, INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: MIRM
SECURITY ID: 604749101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lon Cardon | Management | For | For |
| 1b | Elect Director William Fairey | Management | For | For |
| 1c | Elect Director Timothy Walbert | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MODERNA, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MRNA
SECURITY ID: 60770K107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MODIVCARE INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: MODV
SECURITY ID: 60783X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2a | Elect Director David A. Coulter | Management | For | For |
| 2b | Elect Director Leslie V. Norwalk | Management | For | Against |
| 2c | Elect Director Rahul Samant | Management | For | For |
| 2d | Elect Director L. Heath Sampson | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| MOLINA HEALTHCARE, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MOH
SECURITY ID: 60855R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barbara L. Brasier | Management | For | For |
| 1b | Elect Director Daniel Cooperman | Management | For | For |
| 1c | Elect Director Stephen H. Lockhart | Management | For | For |
| 1d | Elect Director Steven J. Orlando | Management | For | For |
| 1e | Elect Director Ronna E. Romney | Management | For | For |
| 1f | Elect Director Richard M. Schapiro | Management | For | For |
| 1g | Elect Director Dale B. Wolf | Management | For | For |
| 1h | Elect Director Richard C. Zoretic | Management | For | For |
| 1i | Elect Director Joseph M. Zubretsky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MONTE ROSA THERAPEUTICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: GLUE
SECURITY ID: 61225M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Schiff | Management | For | For |
| 1.2 | Elect Director Chandra P. Leo | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| 3 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| MORPHIC HOLDING, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: MORF
SECURITY ID: 61775R105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norbert Bischofberger | Management | For | Withhold |
| 1.2 | Elect Director Joseph P. Slattery | Management | For | For |
| 1.3 | Elect Director Timothy A. Springer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MULTIPLAN CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: MPLN
SECURITY ID: 62548M100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony Colaluca, Jr. | Management | For | For |
| 1.2 | Elect Director Michael S. Klein | Management | For | Withhold |
| 1.3 | Elect Director Allen R. Thorpe | Management | For | Withhold |
| 1.4 | Elect Director Dale 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 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| MYOVANT SCIENCES LTD.
MEETING DATE: OCT 21, 2022 |
||||
|
TICKER: MYOV
SECURITY ID: G637AM102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrie Curran | Management | For | Against |
| 1b | Elect Director Mark Guinan | Management | For | For |
| 1c | Elect Director Adele Gulfo | Management | For | For |
| 1d | Elect Director David Marek | Management | For | For |
| 1e | Elect Director Shigeyuki Nishinaka | Management | For | For |
| 1f | Elect Director Myrtle Potter | Management | For | For |
| 1g | Elect Director Nancy Valente | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MYOVANT SCIENCES LTD.
MEETING DATE: MAR 01, 2023 |
||||
|
TICKER: MYOV
SECURITY ID: G637AM102
|
||||
| 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 |
| MYRIAD GENETICS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: MYGN
SECURITY ID: 62855J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Rashmi Kumar | Management | For | For |
| 1c | Elect Director Lee N. Newcomer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Restricted Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 7 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| NANOSTRING TECHNOLOGIES, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: NSTG
SECURITY ID: 63009R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Bradley Gray | Management | For | For |
| 1.2 | Elect Director Teresa Foy | Management | For | Withhold |
| 1.3 | Elect Director Kirk D. Malloy | 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 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| NATERA, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: NTRA
SECURITY ID: 632307104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rowan Chapman | Management | For | For |
| 1.2 | Elect Director Herm Rosenman | Management | For | For |
| 1.3 | Elect Director Jonathan Sheena | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NATIONAL HEALTHCARE CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: NHC
SECURITY ID: 635906100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Andrew Adams | Management | For | For |
| 1b | Elect Director Ernest G. Burgess, III | Management | For | Against |
| 1c | Elect Director Emil E. Hassan | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| NATIONAL RESEARCH CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NRC
SECURITY ID: 637372202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Parul Bhandari | Management | For | For |
| 1b | Elect Director Penny A. Wheeler | 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 |
| NATUS MEDICAL INCORPORATED
MEETING DATE: JUL 06, 2022 |
||||
|
TICKER: NTUS
SECURITY ID: 639050103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | Against |
| NEKTAR THERAPEUTICS
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: NKTR
SECURITY ID: 640268108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Myriam J. Curet | Management | For | For |
| 1b | Elect Director Howard W. Robin | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NEOGEN CORPORATION
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: NEOG
SECURITY ID: 640491106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Amend Charter | Management | For | For |
| 3 | Approve Increase in Size of Board | Management | For | For |
| 4 | Permit Board to Amend Bylaws Without Shareholder Consent | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| NEOGEN CORPORATION
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: NEOG
SECURITY ID: 640491106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John E. Adent | Management | For | For |
| 1.2 | Elect Director William T. Boehm | Management | For | For |
| 1.3 | Elect Director James P. Tobin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| NEOGENOMICS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: NEO
SECURITY ID: 64049M209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynn A. Tetrault | Management | For | For |
| 1b | Elect Director Christopher M. Smith | Management | For | For |
| 1c | Elect Director Bruce K. Crowther | Management | For | For |
| 1d | Elect Director Alison L. Hannah | Management | For | For |
| 1e | Elect Director Stephen M. Kanovsky | Management | For | For |
| 1f | Elect Director Michael A. Kelly | Management | For | For |
| 1g | Elect Director David B. Perez | Management | For | For |
| 1h | Elect Director Rachel A. Stahler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| NEUROCRINE BIOSCIENCES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NBIX
SECURITY ID: 64125C109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin C. Gorman | Management | For | For |
| 1.2 | Elect Director Gary A. Lyons | Management | For | For |
| 1.3 | Elect Director Johanna Mercier | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NEVRO CORP.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: NVRO
SECURITY ID: 64157F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. Keith Grossman | Management | For | For |
| 1.2 | Elect Director Michael DeMane | Management | For | For |
| 1.3 | Elect Director Frank Fischer | Management | For | For |
| 1.4 | Elect Director Sri Kosaraju | Management | For | Withhold |
| 1.5 | Elect Director Shawn T McCormick | Management | For | For |
| 1.6 | Elect Director Kevin O'Boyle | Management | For | For |
| 1.7 | Elect Director Karen Prange | Management | For | For |
| 1.8 | Elect Director Susan Siegel | Management | For | Withhold |
| 1.9 | Elect Director Elizabeth Weatherman | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| NEXTGEN HEALTHCARE, INC.
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: NXGN
SECURITY ID: 65343C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig A. Barbarosh | Management | For | For |
| 1b | Elect Director George H. Bristol | Management | For | For |
| 1c | Elect Director Darnell Dent | Management | For | For |
| 1d | Elect Director Julie D. Klapstein | Management | For | For |
| 1e | Elect Director Jeffrey H. Margolis | Management | For | For |
| 1f | Elect Director Geraldine McGinty | Management | For | For |
| 1g | Elect Director Morris Panner | Management | For | For |
| 1h | Elect Director Pamela S. Puryear | Management | For | For |
| 1i | Elect Director David Sides | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NGM BIOPHARMACEUTICALS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: NGM
SECURITY ID: 62921N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shelly D. Guyer | Management | For | For |
| 1b | Elect Director Carole Ho | Management | For | For |
| 1c | Elect Director William J. Rieflin | 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 |
| NOVOCURE LIMITED
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: NVCR
SECURITY ID: G6674U108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Asaf Danziger | Management | For | For |
| 1b | Elect Director William Doyle | Management | For | For |
| 1c | Elect Director Jeryl Hilleman | Management | For | For |
| 1d | Elect Director David Hung | Management | For | For |
| 1e | Elect Director Kinyip Gabriel Leung | Management | For | For |
| 1f | Elect Director Martin Madden | Management | For | For |
| 1g | Elect Director Allyson Ocean | Management | For | For |
| 1h | Elect Director Timothy Scannell | Management | For | For |
| 1i | Elect Director Kristin Stafford | Management | For | For |
| 1j | Elect Director William Vernon | Management | For | For |
| 2 | Ratify Kost Forer Gabbay & Kasierer as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NURIX THERAPEUTICS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: NRIX
SECURITY ID: 67080M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arthur T. Sands | Management | For | For |
| 1.2 | Elect Director Lori A. Kunkel | Management | For | Withhold |
| 1.3 | Elect Director Paul M. Silva | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| NUTEX HEALTH, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: NUTX
SECURITY ID: 67079U108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas T. Vo | Management | For | For |
| 1.2 | Elect Director Warren Hosseinion | Management | For | For |
| 1.3 | Elect Director Danniel Stites | Management | For | For |
| 1.4 | Elect Director John Waters | Management | For | For |
| 1.5 | Elect Director Cheryl Grenas | Management | For | For |
| 1.6 | Elect Director Michael L. Reed | Management | For | Withhold |
| 1.7 | Elect Director Mitchell Creem | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | Against |
| 3 | Increase Authorized Common Stock | Management | For | Against |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 7 | Approve Reverse Stock Split | Management | For | For |
| 8 | Ratify Marcum LLP as Auditors | Management | For | For |
| 9 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| NUVALENT, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NUVL
SECURITY ID: 670703107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary Gilliland | Management | For | Withhold |
| 1b | Elect Director Michael L. Meyers | Management | For | For |
| 1c | Elect Director Joseph Pearlberg | Management | For | For |
| 1d | Elect Director Matthew Shair | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| NUVASIVE, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NUVA
SECURITY ID: 670704105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| NUVASIVE, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: NUVA
SECURITY ID: 670704105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Christopher Barry | Management | For | For |
| 1.2 | Elect Director Leslie V. Norwalk | Management | For | For |
| 1.3 | Elect Director Amy Belt Raimundo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NUVATION BIO INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: NUVB
SECURITY ID: 67080N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Robert B. Bazemore, Jr. | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OAK STREET HEALTH, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: OSH
SECURITY ID: 67181A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| OMNIAB, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: OABI
SECURITY ID: 68218J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew W. Foehr | Management | For | For |
| 1.2 | Elect Director Jennifer Cochran | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OMNICELL, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: OMCL
SECURITY ID: 68213N109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joanne B. Bauer | Management | For | For |
| 1.2 | Elect Director Robin G. Seim | Management | For | Withhold |
| 1.3 | Elect Director Sara J. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| OPKO HEALTH, INC.
MEETING DATE: JUL 14, 2022 |
||||
|
TICKER: OPK
SECURITY ID: 68375N103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Phillip Frost | Management | For | For |
| 1.2 | Elect Director Jane H. Hsiao | Management | For | For |
| 1.3 | Elect Director Steven D. Rubin | Management | For | For |
| 1.4 | Elect Director Elias A. Zerhouni | Management | For | For |
| 1.5 | Elect Director Jon R. Cohen | Management | For | For |
| 1.6 | Elect Director Gary J. Nabel | Management | For | For |
| 1.7 | Elect Director Alexis Borisy | Management | For | Withhold |
| 1.8 | Elect Director Richard M. Krasno | Management | For | For |
| 1.9 | Elect Director Prem A. Lachman | Management | For | For |
| 1.10 | Elect Director Roger J. Medel | Management | For | For |
| 1.11 | Elect Director John A. Paganelli | Management | For | For |
| 1.12 | Elect Director Richard C. Pfenniger, Jr. | Management | For | For |
| 1.13 | Elect Director Alice Lin-Tsing Yu | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OPKO HEALTH, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: OPK
SECURITY ID: 68375N103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Phillip Frost | Management | For | For |
| 1.2 | Elect Director Jane H. Hsiao | Management | For | For |
| 1.3 | Elect Director Elias A. Zerhouni | Management | For | For |
| 1.4 | Elect Director Steven D. Rubin | Management | For | For |
| 1.5 | Elect Director Gary J. Nabel | Management | For | For |
| 1.6 | Elect Director Alexis Borisy | Management | For | Against |
| 1.7 | Elect Director Richard M. Krasno | Management | For | For |
| 1.8 | Elect Director Prem A. Lachman | Management | For | For |
| 1.9 | Elect Director Roger J. Medel | Management | For | For |
| 1.10 | Elect Director John A. Paganelli | Management | For | For |
| 1.11 | Elect Director Richard C. Pfenniger, Jr. | Management | For | Against |
| 1.12 | Elect Director Alice Lin-Tsing Yu | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| OPTION CARE HEALTH, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: OPCH
SECURITY ID: 68404L201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Arlotta | Management | For | For |
| 1.2 | Elect Director Elizabeth Q. Betten | Management | For | For |
| 1.3 | Elect Director Elizabeth D. Bierbower | Management | For | For |
| 1.4 | Elect Director Natasha Deckmann | Management | For | For |
| 1.5 | Elect Director David W. Golding | Management | For | For |
| 1.6 | Elect Director Harry M. Jansen Kraemer, Jr. | Management | For | For |
| 1.7 | Elect Director R. Carter Pate | Management | For | For |
| 1.8 | Elect Director John C. Rademacher | Management | For | For |
| 1.9 | Elect Director Nitin Sahney | Management | For | For |
| 1.10 | Elect Director Timothy P. Sullivan | 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 |
| ORASURE TECHNOLOGIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: OSUR
SECURITY ID: 68554V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mara G. Aspinall | 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 |
| 6 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| ORGANOGENESIS HOLDINGS INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: ORGO
SECURITY ID: 68621F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan A. Ades | Management | For | For |
| 1.2 | Elect Director Robert Ades | Management | For | For |
| 1.3 | Elect Director Michael J. Driscoll | Management | For | For |
| 1.4 | Elect Director Prathyusha Duraibabu | Management | For | For |
| 1.5 | Elect Director David Erani | Management | For | For |
| 1.6 | Elect Director Jon Giacomin | Management | For | Withhold |
| 1.7 | Elect Director Gary S. Gillheeney, Sr. | Management | For | For |
| 1.8 | Elect Director Michele Korfin | Management | For | For |
| 1.9 | Elect Director Arthur S. Leibowitz | Management | For | Withhold |
| 1.10 | Elect Director Glenn H. Nussdorf | Management | For | Withhold |
| 1.11 | Elect Director Gilberto Quintero | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| ORGANON & CO.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: OGN
SECURITY ID: 68622V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carrie S. Cox | Management | For | For |
| 1b | Elect Director Alan Ezekowitz | Management | For | For |
| 1c | Elect Director Helene Gayle | Management | For | For |
| 1d | Elect Director Deborah Leone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ORTHOFIX MEDICAL INC.
MEETING DATE: JAN 04, 2023 |
||||
|
TICKER: OFIX
SECURITY ID: 68752M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with the Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| ORTHOFIX MEDICAL INC.
MEETING DATE: JUN 19, 2023 |
||||
|
TICKER: OFIX
SECURITY ID: 68752M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wayne Burris | Management | For | For |
| 1.2 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.3 | Elect Director Stuart M. Essig | Management | For | For |
| 1.4 | Elect Director Jason M. Hannon | Management | For | For |
| 1.5 | Elect Director John B. Henneman, III | Management | For | For |
| 1.6 | Elect Director James F. Hinrichs | Management | For | For |
| 1.7 | Elect Director Shweta Singh Maniar | Management | For | For |
| 1.8 | Elect Director Michael E. Paolucci | Management | For | For |
| 1.9 | Elect Director Keith C. Valentine | 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 | Increase Authorized Common Stock | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 7 | Amend Omnibus Stock Plan | Management | For | For |
| 8 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 9 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ORTHOPEDIATRICS CORP.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: KIDS
SECURITY ID: 68752L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George S. M. Dyer | Management | For | For |
| 1.2 | Elect Director David R. Pelizzon | Management | For | For |
| 1.3 | Elect Director Harald Ruf | Management | For | For |
| 1.4 | Elect Director Terry D. Schlotterback | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| OUTSET MEDICAL, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: OM
SECURITY ID: 690145107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jim Hinrichs | Management | For | For |
| 1b | Elect Director Andrea L. Saia | Management | For | For |
| 1c | Elect Director Catherine Szyman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| OWENS & MINOR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: OMI
SECURITY ID: 690732102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Beck | Management | For | For |
| 1.2 | Elect Director Gwendolyn M. Bingham | Management | For | For |
| 1.3 | Elect Director Kenneth Gardner-Smith | Management | For | For |
| 1.4 | Elect Director Robert J. Henkel | Management | For | For |
| 1.5 | Elect Director Rita F. Johnson-Mills | Management | For | For |
| 1.6 | Elect Director Stephen W. Klemash | Management | For | For |
| 1.7 | Elect Director Teresa L. Kline | Management | For | For |
| 1.8 | Elect Director Edward A. Pesicka | Management | For | For |
| 1.9 | Elect Director Carissa L. Rollins | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PACB
SECURITY ID: 69404D108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christian O. Henry | Management | For | For |
| 1b | Elect Director John F. Milligan | Management | For | For |
| 1c | Elect Director Lucy Shapiro | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Advisory Vote on Retention of Classified Board Structure | Management | None | Against |
| PACIRA BIOSCIENCES, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: PCRX
SECURITY ID: 695127100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher Christie | Management | For | For |
| 1.2 | Elect Director Gary W. Pace | Management | For | Withhold |
| 1.3 | Elect Director David Stack | 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 |
| PARAGON 28, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FNA
SECURITY ID: 69913P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Quentin Blackford | Management | For | Withhold |
| 1.2 | Elect Director Alf Grunwald | Management | For | For |
| 1.3 | Elect Director Stephen Oesterle | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PATTERSON COMPANIES, INC.
MEETING DATE: SEP 12, 2022 |
||||
|
TICKER: PDCO
SECURITY ID: 703395103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John D. Buck | Management | For | For |
| 1b | Elect Director Alex N. Blanco | Management | For | For |
| 1c | Elect Director Jody H. Feragen | Management | For | For |
| 1d | Elect Director Robert C. Frenzel | Management | For | For |
| 1e | Elect Director Philip G. McKoy | Management | For | For |
| 1f | Elect Director Ellen A. Rudnick | Management | For | For |
| 1g | Elect Director Neil A. Schrimsher | Management | For | For |
| 1h | Elect Director Mark S. Walchirk | 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 |
| PEDIATRIX MEDICAL GROUP, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MD
SECURITY ID: 58502B106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laura A. Linynsky | Management | For | For |
| 1.2 | Elect Director Thomas A. McEachin | Management | For | For |
| 1.3 | Elect Director Mark S. Ordan | Management | For | For |
| 1.4 | Elect Director Michael A. Rucker | Management | For | For |
| 1.5 | Elect Director Guy P. Sansone | Management | For | For |
| 1.6 | Elect Director John M. Starcher, Jr. | Management | For | For |
| 1.7 | Elect Director James D. Swift | Management | For | For |
| 1.8 | Elect Director Shirley A. Weis | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PENUMBRA, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: PEN
SECURITY ID: 70975L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arani Bose | Management | For | For |
| 1.2 | Elect Director Bridget O'Rourke | Management | For | For |
| 1.3 | Elect Director Surbhi Sarna | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PERKINELMER, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: PKI
SECURITY ID: 714046109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Barrett | Management | For | For |
| 1b | Elect Director Samuel R. Chapin | Management | For | For |
| 1c | Elect Director Sylvie Gregoire | Management | For | For |
| 1d | Elect Director Michelle McMurry-Heath | Management | For | For |
| 1e | Elect Director Alexis P. Michas | Management | For | For |
| 1f | Elect Director Prahlad R. Singh | Management | For | For |
| 1g | Elect Director Michel Vounatsos | Management | For | For |
| 1h | Elect Director Frank Witney | Management | For | For |
| 1i | Elect Director Pascale Witz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Revvity, Inc. | Management | For | For |
| PERRIGO COMPANY PLC
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PRGO
SECURITY ID: G97822103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley A. Alford | Management | For | For |
| 1.2 | Elect Director Orlando D. Ashford | Management | For | For |
| 1.3 | Elect Director Katherine C. Doyle | Management | For | For |
| 1.4 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.5 | Elect Director Murray S. Kessler | Management | For | For |
| 1.6 | Elect Director Jeffrey B. Kindler | Management | For | For |
| 1.7 | Elect Director Erica L. Mann | Management | For | For |
| 1.8 | Elect Director Albert A. Manzone | Management | For | For |
| 1.9 | Elect Director Donal O'Connor | Management | For | For |
| 1.10 | Elect Director Geoffrey M. Parker | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorise Issue of Equity | Management | For | For |
| 6 | Authorize Issuance of Equity without Preemptive Rights | Management | For | For |
| 7 | Approve Creation of Distributable Reserves | Management | For | For |
| PFIZER INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PFE
SECURITY ID: 717081103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | 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 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PHATHOM PHARMACEUTICALS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PHAT
SECURITY ID: 71722W107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrie Curran | Management | For | For |
| 1b | Elect Director Mark Stenhouse | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| PHIBRO ANIMAL HEALTH CORPORATION
MEETING DATE: NOV 07, 2022 |
||||
|
TICKER: PAHC
SECURITY ID: 71742Q106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jack C. Bendheim | Management | For | For |
| 1.2 | Elect Director E. Thomas Corcoran | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PHREESIA, INC.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: PHR
SECURITY ID: 71944F106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chaim Indig | Management | For | For |
| 1.2 | Elect Director Michael Weintraub | Management | For | For |
| 1.3 | Elect Director Edward Cahill | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| PLIANT THERAPEUTICS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: PLRX
SECURITY ID: 729139105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bernard Coulie | Management | For | For |
| 1b | Elect Director Gayle Crowell | Management | For | For |
| 1c | Elect Director Suzanne Bruhn | 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 |
| PMV PHARMACEUTICALS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: PMVP
SECURITY ID: 69353Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard Heyman | Management | For | For |
| 1.2 | Elect Director David H. Mack | Management | For | For |
| 1.3 | Elect Director Laurie Stelzer | 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 |
| POINT BIOPHARMA GLOBAL, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: PNT
SECURITY ID: 730541109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Neil Fleshner | Management | For | For |
| 1.2 | Elect Director David C. Lubner | Management | For | For |
| 1.3 | Elect Director Yael Margolin | Management | For | For |
| 2 | Ratify Armanino LLP as Auditors | Management | For | For |
| POSEIDA THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: PSTX
SECURITY ID: 73730P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rafael G. Amado | Management | For | For |
| 1.2 | Elect Director Charles M. Baum | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PRECIGEN, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: PGEN
SECURITY ID: 74017N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Randal Kirk | Management | For | For |
| 1b | Elect Director Cesar L. Alvarez | Management | For | For |
| 1c | Elect Director Steven Frank | Management | For | For |
| 1d | Elect Director Vinita Gupta | Management | For | For |
| 1e | Elect Director Fred Hassan | Management | For | For |
| 1f | Elect Director Jeffrey B. Kindler | Management | For | For |
| 1g | Elect Director Dean J. Mitchell | Management | For | Against |
| 1h | Elect Director Helen Sabzevari | Management | For | For |
| 1i | Elect Director James Turley | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| PREMIER, INC.
MEETING DATE: DEC 02, 2022 |
||||
|
TICKER: PINC
SECURITY ID: 74051N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Alkire | Management | For | For |
| 1.2 | Elect Director Jody R. Davids | Management | For | For |
| 1.3 | Elect Director Peter S. Fine | Management | For | For |
| 1.4 | Elect Director Marvin R. O'Quinn | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PRESTIGE CONSUMER HEALTHCARE INC.
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: PBH
SECURITY ID: 74112D101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald M. Lombardi | Management | For | For |
| 1.2 | Elect Director John E. Byom | Management | For | For |
| 1.3 | Elect Director Celeste A. Clark | Management | For | For |
| 1.4 | Elect Director Christopher J. Coughlin | Management | For | For |
| 1.5 | Elect Director Sheila A. Hopkins | Management | For | For |
| 1.6 | Elect Director Natale S. Ricciardi | Management | For | For |
| 1.7 | Elect Director Dawn M. Zier | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PRIME MEDICINE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: PRME
SECURITY ID: 74168J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. Kelly | Management | For | For |
| 1.2 | Elect Director David Schenkein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PRIVIA HEALTH GROUP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PRVA
SECURITY ID: 74276R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shawn Morris *Withdrawn Resolution* | Management | None | None |
| 1.2 | Elect Director Jeff Bernstein | Management | For | Withhold |
| 1.3 | Elect Director Nancy Cocozza | Management | For | For |
| 1.4 | Elect Director David King | Management | For | For |
| 1.5 | Elect Director Thomas McCarthy *Withdrawn Resolution* | Management | None | None |
| 1.6 | Elect Director Will Sherrill *Withdrawn Resolution* | Management | None | None |
| 1.7 | Elect Director Bill Sullivan *Withdrawn Resolution* | Management | None | None |
| 1.8 | Elect Director Patricia Maryland *Withdrawn Resolution* | Management | None | None |
| 1.9 | Elect Director Jaewon Ryu *Withdrawn Resolution* | Management | None | None |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PROCEPT BIOROBOTICS CORPORATION
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: PRCT
SECURITY ID: 74276L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederic Moll | Management | For | For |
| 1.2 | Elect Director Antal Desai | Management | For | For |
| 1.3 | Elect Director Mary Garrett | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROGYNY, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PGNY
SECURITY ID: 74340E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lloyd Dean | Management | For | For |
| 1.2 | Elect Director Kevin Gordon | Management | For | For |
| 1.3 | Elect Director Cheryl Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| PROKIDNEY CORP.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: PROK
SECURITY ID: G7S53R104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William F. Doyle | Management | For | For |
| 1b | Elect Director Alan M. Lotvin | Management | For | For |
| 1c | Elect Director Brian J. G. Pereira | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PROMETHEUS BIOSCIENCES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: RXDX
SECURITY ID: 74349U108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| PROTAGONIST THERAPEUTICS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PTGX
SECURITY ID: 74366E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dinesh V. Patel | 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 |
| PROTHENA CORPORATION PLC
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: PRTA
SECURITY ID: G72800108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Helen S. Kim | Management | For | For |
| 1b | Elect Director Gene G. Kinney | Management | For | For |
| 1c | Elect Director Oleg Nodelman | Management | For | For |
| 1d | Elect Director Dennis J. Selkoe | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| PTC THERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: PTCT
SECURITY ID: 69366J200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William F. Bell, Jr. | Management | For | For |
| 1.2 | Elect Director Matthew B. Klein | Management | For | For |
| 1.3 | Elect Director Stephanie S. Okey | Management | For | For |
| 1.4 | Elect Director Jerome B. Zeldis | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PULMONX CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: LUNG
SECURITY ID: 745848101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas W. Burns | Management | For | For |
| 1.2 | Elect Director Georgia Garinois-Melenikiotou | Management | For | For |
| 1.3 | Elect Director Dana G. Mead, Jr. | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| QUANTERIX CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: QTRX
SECURITY ID: 74766Q101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian J. Blaser | Management | For | For |
| 1.2 | Elect Director Paul M. Meister | 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 |
| QUEST DIAGNOSTICS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: DGX
SECURITY ID: 74834L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James E. Davis | Management | For | For |
| 1.2 | Elect Director Luis A. Diaz, Jr. | Management | For | For |
| 1.3 | Elect Director Tracey C. Doi | Management | For | For |
| 1.4 | Elect Director Vicky B. Gregg | Management | For | For |
| 1.5 | Elect Director Wright L. Lassiter, III | Management | For | For |
| 1.6 | Elect Director Timothy L. Main | Management | For | For |
| 1.7 | Elect Director Denise M. Morrison | Management | For | For |
| 1.8 | Elect Director Gary M. Pfeiffer | Management | For | For |
| 1.9 | Elect Director Timothy M. Ring | Management | For | For |
| 1.10 | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| QUIDELORTHO CORP.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: QDEL
SECURITY ID: 219798105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas C. Bryant | Management | For | For |
| 1.2 | Elect Director Kenneth F. Buechler | Management | For | For |
| 1.3 | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1.4 | Elect Director Edward L. Michael | Management | For | For |
| 1.5 | Elect Director Mary Lake Polan | Management | For | For |
| 1.6 | Elect Director Ann D. Rhoads | Management | For | For |
| 1.7 | Elect Director Robert R. Schmidt | Management | For | For |
| 1.8 | Elect Director Christoper M. Smith | Management | For | For |
| 1.9 | Elect Director Matthew W. Strobeck | Management | For | For |
| 1.10 | Elect Director Kenneth J. Widder | Management | For | For |
| 1.11 | Elect Director Joseph D. Wilkins, Jr. | Management | For | For |
| 1.12 | Elect Director Stephen H. Wise | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| R1 RCM INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RCM
SECURITY ID: 77634L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradford Kyle Armbrester | Management | For | For |
| 1.2 | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1.3 | Elect Director Brian K. Dean | Management | For | For |
| 1.4 | Elect Director Jeremy Delinsky | Management | For | For |
| 1.5 | Elect Director David M. Dill | Management | For | For |
| 1.6 | Elect Director Michael C. Feiner | Management | For | For |
| 1.7 | Elect Director Joseph Flanagan | Management | For | For |
| 1.8 | Elect Director John B. Henneman, III | Management | For | For |
| 1.9 | Elect Director Matthew Holt | Management | For | For |
| 1.10 | Elect Director Neal Moszkowski | Management | For | For |
| 1.11 | Elect Director Lee Rivas | Management | For | For |
| 1.12 | Elect Director Ian Sacks | Management | For | For |
| 1.13 | Elect Director Jill Smith | Management | For | For |
| 1.14 | Elect Director Anthony J. Speranzo | Management | For | For |
| 1.15 | Elect Director Anthony R. Tersigni | Management | For | For |
| 1.16 | Elect Director Janie Wade | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RADIUS HEALTH, INC.
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: RDUS
SECURITY ID: 750469207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine J. Friedman | Management | For | For |
| 1.2 | Elect Director Jean-Pierre Garnier | Management | For | Withhold |
| 1.3 | Elect Director Andrew C. von Eschenbach | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RADNET, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: RDNT
SECURITY ID: 750491102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Howard G. Berger | Management | For | For |
| 1.2 | Elect Director Christine N. Gordon | Management | For | For |
| 1.3 | Elect Director Laura P. Jacobs | Management | For | For |
| 1.4 | Elect Director Lawrence L. Levitt | Management | For | For |
| 1.5 | Elect Director Gregory E. Spurlock | Management | For | For |
| 1.6 | Elect Director David L. Swartz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| RAPT THERAPEUTICS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: RAPT
SECURITY ID: 75382E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Wong | Management | For | For |
| 1.2 | Elect Director Mary Ann Gray | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| REATA PHARMACEUTICALS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: RETA
SECURITY ID: 75615P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Martin W. Edwards | Management | For | Withhold |
| 1.2 | Elect Director R. Kent McGaughy, Jr. | Management | For | For |
| 1.3 | Elect Director Christy J. Oliger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RECURSION PHARMACEUTICALS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: RXRX
SECURITY ID: 75629V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terry-Ann Burrell | Management | For | For |
| 1.2 | Elect Director Christopher Gibson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| REGENERON PHARMACEUTICALS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: REGN
SECURITY ID: 75886F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | For |
| 1b | Elect Director Christine A. Poon | Management | For | For |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| REGENXBIO INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: RGNX
SECURITY ID: 75901B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jean Bennett | Management | For | For |
| 1.2 | Elect Director A.N. Jerry Karabelas | Management | For | For |
| 1.3 | Elect Director Daniel Tasse | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RELAY THERAPEUTICS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: RLAY
SECURITY ID: 75943R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas S. Ingram | Management | For | For |
| 1.2 | Elect Director Sekar Kathiresan | Management | For | For |
| 1.3 | Elect Director Jami Rubin | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| REPARE THERAPEUTICS INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: RPTX
SECURITY ID: 760273102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Samarth Kulkarni | Management | For | Withhold |
| 1.2 | Elect Director Briggs Morrison | Management | For | Withhold |
| 1.3 | Elect Director Lloyd M. Segal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| REPLIGEN CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: RGEN
SECURITY ID: 759916109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tony J. Hunt | Management | For | For |
| 1b | Elect Director Karen A. Dawes | Management | For | For |
| 1c | Elect Director Nicolas M. Barthelemy | Management | For | For |
| 1d | Elect Director Carrie Eglinton Manner | Management | For | For |
| 1e | Elect Director Konstantin Konstantinov | Management | For | For |
| 1f | Elect Director Martin D. Madaus | Management | For | For |
| 1g | Elect Director Rohin Mhatre | Management | For | For |
| 1h | Elect Director Glenn P. Muir | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Permit Board to Amend Bylaws Without Shareholder Consent | Management | For | For |
| 6 | Provide Proxy Access Right | Management | For | For |
| REPLIMUNE GROUP, INC.
MEETING DATE: SEP 07, 2022 |
||||
|
TICKER: REPL
SECURITY ID: 76029N106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Philip Astley-Sparke | Management | For | For |
| 1.2 | Elect Director Kapil Dhingra | Management | For | Withhold |
| 1.3 | Elect Director Joseph Slattery | Management | For | For |
| 1.4 | Elect Director Christy Oliger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RESMED INC.
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: RMD
SECURITY ID: 761152107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Burt | Management | For | For |
| 1b | Elect Director Jan De Witte | Management | For | For |
| 1c | Elect Director Karen Drexler | Management | For | For |
| 1d | Elect Director Michael 'Mick' Farrell | Management | For | For |
| 1e | Elect Director Peter Farrell | Management | For | For |
| 1f | Elect Director Harjit Gill | Management | For | For |
| 1g | Elect Director John Hernandez | Management | For | For |
| 1h | Elect Director Richard Sulpizio | Management | For | For |
| 1i | Elect Director Desney Tan | Management | For | For |
| 1j | Elect Director Ronald Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REVANCE THERAPEUTICS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: RVNC
SECURITY ID: 761330109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jill Beraud | Management | For | For |
| 1.2 | Elect Director Carey O'Connor Kolaja | Management | For | For |
| 1.3 | Elect Director Vlad Coric | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REVOLUTION MEDICINES, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: RVMD
SECURITY ID: 76155X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexis A. Borisy | Management | For | Withhold |
| 1.2 | Elect Director Mark A. Goldsmith | Management | For | For |
| 1.3 | Elect Director Barbara Weber | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RHYTHM PHARMACEUTICALS, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: RYTM
SECURITY ID: 76243J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Camille L. Bedrosian | Management | For | For |
| 1.2 | Elect Director David W.J. McGirr | Management | For | For |
| 1.3 | Elect Director David P. Meeker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ROCKET PHARMACEUTICALS, INC.
MEETING DATE: NOV 30, 2022 |
||||
|
TICKER: RCKT
SECURITY ID: 77313F106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| ROCKET PHARMACEUTICALS, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: RCKT
SECURITY ID: 77313F106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elisabeth Bjork | Management | For | For |
| 1b | Elect Director Carsten Boess | Management | For | For |
| 1c | Elect Director Pedro Granadillo | Management | For | For |
| 1d | Elect Director Gotham Makker | Management | For | For |
| 1e | Elect Director Fady Malik | Management | For | For |
| 1f | Elect Director Gaurav D. Shah | Management | For | For |
| 1g | Elect Director David P. Southwell | Management | For | For |
| 1h | Elect Director Roderick Wong | Management | For | For |
| 1i | Elect Director Naveen Yalamanchi | Management | For | For |
| 2 | Ratify EisnerAmper LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ROIVANT SCIENCES LTD.
MEETING DATE: SEP 15, 2022 |
||||
|
TICKER: ROIV
SECURITY ID: G76279101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew Gline | Management | For | For |
| 1.2 | Elect Director Keith Manchester | Management | For | For |
| 1.3 | Elect Director Melissa Epperly | Management | For | For |
| 2 | Appoint Ernst & Young LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| ROYALTY PHARMA PLC
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: RPRX
SECURITY ID: G7709Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pablo Legorreta | Management | For | For |
| 1b | Elect Director Henry Fernandez | Management | For | Against |
| 1c | Elect Director Bonnie Bassler | Management | For | For |
| 1d | Elect Director Errol De Souza | Management | For | For |
| 1e | Elect Director Catherine Engelbert | Management | For | Against |
| 1f | Elect Director M. Germano Giuliani | Management | For | For |
| 1g | Elect Director David Hodgson | Management | For | For |
| 1h | Elect Director Ted Love | Management | For | For |
| 1i | Elect Director Gregory Norden | Management | For | Against |
| 1j | Elect Director Rory Riggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| SAGE THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: SAGE
SECURITY ID: 78667J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael F. Cola | Management | For | For |
| 1.2 | Elect Director Barry E. Greene | Management | For | For |
| 1.3 | Elect Director Jeffrey M. Jonas | Management | For | For |
| 1.4 | Elect Director Jessica J. Federer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| SANA BIOTECHNOLOGY, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SANA
SECURITY ID: 799566104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hans E. Bishop | Management | For | Withhold |
| 1.2 | Elect Director Robert Nelsen | Management | For | Withhold |
| 1.3 | Elect Director Alise S. Reicin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SANGAMO THERAPEUTICS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SGMO
SECURITY ID: 800677106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Courtney Beers | Management | For | For |
| 1.2 | Elect Director Robert F. Carey | Management | For | For |
| 1.3 | Elect Director Kenneth J. Hillan | Management | For | For |
| 1.4 | Elect Director Margaret A. Horn | Management | For | For |
| 1.5 | Elect Director Alexander D. Macrae | Management | For | For |
| 1.6 | Elect Director John H. Markels | Management | For | For |
| 1.7 | Elect Director James R. Meyers | Management | For | For |
| 1.8 | Elect Director H. Stewart Parker | Management | For | For |
| 1.9 | Elect Director Karen L. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 7 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SAREPTA THERAPEUTICS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SRPT
SECURITY ID: 803607100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Barry | Management | For | Against |
| 1.2 | Elect Director M. Kathleen Behrens | Management | For | For |
| 1.3 | Elect Director Stephen L. Mayo | Management | For | For |
| 1.4 | Elect Director Claude Nicaise | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| SCHOLAR ROCK HOLDING CORPORATION
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: SRRK
SECURITY ID: 80706P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Hallal | Management | For | Withhold |
| 1.2 | Elect Director Kristina Burow | Management | For | For |
| 1.3 | Elect Director Michael Gilman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| SCHRODINGER, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: SDGR
SECURITY ID: 80810D103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard A. Friesner | Management | For | For |
| 1b | Elect Director Rosana Kapeller-Libermann | Management | For | For |
| 1c | Elect Director Gary Sender | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SEAGEN INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: SGEN
SECURITY ID: 81181C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| SEAGEN INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: SGEN
SECURITY ID: 81181C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Gryska | Management | For | For |
| 1b | Elect Director John A. Orwin | Management | For | Against |
| 1c | Elect Director Alpna H. Seth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SEER, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: SEER
SECURITY ID: 81578P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | 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 |
| 4.1 | Elect Director Omid Farokhzad | Management | For | For |
| 4.2 | Elect Director Meeta Gulyani | Management | For | For |
| 4.3 | Elect Director David Hallal | Management | For | Withhold |
| 4.4 | Elect Director Terrance McGuire | Management | For | Withhold |
| SELECT MEDICAL HOLDINGS CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SEM
SECURITY ID: 81619Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bryan C. Cressey | Management | For | For |
| 1.2 | Elect Director Parvinderjit S. Khanuja | Management | For | For |
| 1.3 | Elect Director Robert A. Ortenzio | Management | For | For |
| 1.4 | Elect Director Daniel J. Thomas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SENSEONICS HOLDINGS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SENS
SECURITY ID: 81727U105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy T. Goodnow | Management | For | For |
| 1.2 | Elect Director Francine R. Kaufman | Management | For | For |
| 1.3 | Elect Director Sharon Larkin | Management | For | For |
| 1.4 | Elect Director Koichiro Sato | Management | For | For |
| 1.5 | Elect Director Robert Schumm | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SERES THERAPEUTICS, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: MCRB
SECURITY ID: 81750R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen A. Berenson | Management | For | For |
| 1.2 | Elect Director Richard N. Kender | Management | For | For |
| 1.3 | Elect Director Claire M. Fraser | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| SHOCKWAVE MEDICAL, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SWAV
SECURITY ID: 82489T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director C. Raymond Larkin, Jr. | Management | For | For |
| 1.2 | Elect Director Laura Francis | Management | For | For |
| 1.3 | Elect Director Maria Sainz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SI-BONE, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: SIBN
SECURITY ID: 825704109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey W. Dunn | Management | For | For |
| 1b | Elect Director John G. Freund | Management | For | For |
| 1c | Elect Director Gregory K. Hinckley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SIGA TECHNOLOGIES, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SIGA
SECURITY ID: 826917106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jaymie A. Durnan | Management | For | Withhold |
| 1.2 | Elect Director Harold Ford, Jr. | Management | For | For |
| 1.3 | Elect Director Evan A. Knisely | Management | For | For |
| 1.4 | Elect Director Joseph W. "Chip" Marshall, III | Management | For | Withhold |
| 1.5 | Elect Director Gary J. Nabel | Management | For | For |
| 1.6 | Elect Director Julian Nemirovsky | Management | For | For |
| 1.7 | Elect Director Holly Phillips | Management | For | For |
| 1.8 | Elect Director Jay K. Varma | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| SIGHT SCIENCES, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SGHT
SECURITY ID: 82657M105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Staffan Encrantz | Management | For | For |
| 1.2 | Elect Director Catherine Mazzacco | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SIGNIFY HEALTH, INC.
MEETING DATE: OCT 31, 2022 |
||||
|
TICKER: SGFY
SECURITY ID: 82671G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| SILK ROAD MEDICAL, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: SILK
SECURITY ID: 82710M100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rick D. Anderson | Management | For | For |
| 1b | Elect Director Jack W. Lasersohn | Management | For | For |
| 1c | Elect Director Erica J. Rogers | Management | For | For |
| 1d | Elect Director Elizabeth H. Weatherman | Management | For | For |
| 1e | Elect Director Donald J. Zurbay | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SIMULATIONS PLUS, INC.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: SLP
SECURITY ID: 829214105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Walter S. Woltosz | Management | For | For |
| 1.2 | Elect Director John K. Paglia | Management | For | For |
| 1.3 | Elect Director Daniel Weiner | Management | For | For |
| 1.4 | Elect Director Lisa LaVange | Management | For | For |
| 1.5 | Elect Director Sharlene Evans | Management | For | For |
| 2 | Ratify Rose, Snyder, & Jacobs, LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SOMALOGIC, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: SLGC
SECURITY ID: 83444K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Troy Cox | Management | For | Withhold |
| 1.2 | Elect Director Kathy Hibbs | Management | For | Withhold |
| 1.3 | Elect Director Tycho Peterson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| SORRENTO THERAPEUTICS, INC.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: SRNE
SECURITY ID: 83587F202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Henry Ji | Management | For | For |
| 1.2 | Elect Director Dorman Followwill | Management | For | Withhold |
| 1.3 | Elect Director Kim D. Janda | Management | For | For |
| 1.4 | Elect Director David Lemus | Management | For | For |
| 1.5 | Elect Director Tammy Reilly | Management | For | For |
| 1.6 | Elect Director Jaisim Shah | Management | For | For |
| 1.7 | Elect Director Yue Alexander Wu | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| SOTERA HEALTH COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SHC
SECURITY ID: 83601L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sean L. Cunningham | Management | For | For |
| 1b | Elect Director Robert B. Knauss | Management | For | For |
| 1c | Elect Director Vincent K. Petrella | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SPRINGWORKS THERAPEUTICS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SWTX
SECURITY ID: 85205L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Saqib Islam | Management | For | For |
| 1.2 | Elect Director Carlos Alban | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STAAR SURGICAL COMPANY
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: STAA
SECURITY ID: 852312305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen C. Farrell | Management | For | For |
| 1.2 | Elect Director Thomas G. Frinzi | Management | For | For |
| 1.3 | Elect Director Gilbert H. Kliman | Management | For | For |
| 1.4 | Elect Director Aimee S. Weisner | Management | For | For |
| 1.5 | Elect Director Elizabeth Yeu | Management | For | For |
| 1.6 | Elect Director K. Peony Yu | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STERIS PLC
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: STE
SECURITY ID: G8473T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard C. Breeden | Management | For | For |
| 1b | Elect Director Daniel A. Carestio | Management | For | For |
| 1c | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1d | Elect Director Christopher S. Holland | Management | For | For |
| 1e | Elect Director Jacqueline B. Kosecoff | Management | For | Against |
| 1f | Elect Director Paul E. Martin | Management | For | For |
| 1g | Elect Director Nirav R. Shah | Management | For | For |
| 1h | Elect Director Mohsen M. Sohi | Management | For | For |
| 1i | Elect Director Richard M. Steeves | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Appoint Ernst & Young Chartered Accountants as Irish Statutory Auditor | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STOKE THERAPEUTICS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: STOK
SECURITY ID: 86150R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Adrian R. Krainer | Management | For | Withhold |
| 1.2 | Elect Director Garry E. Menzel | Management | For | For |
| 1.3 | Elect Director Julie Anne Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| STRYKER CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SYK
SECURITY ID: 863667101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary K. Brainerd | Management | For | For |
| 1b | Elect Director Giovanni Caforio | Management | For | For |
| 1c | Elect Director Srikant M. Datar | Management | For | For |
| 1d | Elect Director Allan C. Golston | Management | For | For |
| 1e | Elect Director Kevin A. Lobo | Management | For | For |
| 1f | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1g | Elect Director Andrew K. Silvernail | Management | For | For |
| 1h | Elect Director Lisa M. Skeete Tatum | Management | For | For |
| 1i | Elect Director Ronda E. Stryker | Management | For | For |
| 1j | Elect Director Rajeev Suri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | Against |
| SUPERNUS PHARMACEUTICALS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: SUPN
SECURITY ID: 868459108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederick M. Hudson | Management | For | For |
| 1.2 | Elect Director Charles W. Newhall, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SURGERY PARTNERS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SGRY
SECURITY ID: 86881A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia A. Maryland | Management | For | For |
| 1.2 | Elect Director T. Devin O'Reilly | Management | For | For |
| 1.3 | Elect Director Brent Turner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SURMODICS, INC.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: SRDX
SECURITY ID: 868873100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan E. Knight | Management | For | For |
| 1.2 | Elect Director Jose H. Bedoya | Management | For | For |
| 2 | Fix Number of Directors at Six | 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 |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| SYNDAX PHARMACEUTICALS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SNDX
SECURITY ID: 87164F105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pierre Legault | Management | For | For |
| 1.2 | Elect Director Michael A. Metzger | 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 | Increase Authorized Common Stock | Management | For | For |
| TANDEM DIABETES CARE, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TNDM
SECURITY ID: 875372203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kim D. Blickenstaff | Management | For | For |
| 1b | Elect Director Myoungil Cha | Management | For | For |
| 1c | Elect Director Peyton R. Howell | Management | For | For |
| 1d | Elect Director Joao Paulo Falcao Malagueira | Management | For | For |
| 1e | Elect Director Kathleen McGroddy-Goetz | Management | For | For |
| 1f | Elect Director John F. Sheridan | Management | For | For |
| 1g | Elect Director Christopher J. Twomey | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TANGO THERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TNGX
SECURITY ID: 87583X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Malte Peters | Management | For | For |
| 1.2 | Elect Director Mace Rothenberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TARSUS PHARMACEUTICALS, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: TARS
SECURITY ID: 87650L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Goldberg | Management | For | For |
| 1.2 | Elect Director Scott Morrison | Management | For | Withhold |
| 1.3 | Elect Director Wendy Yarno | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TELADOC HEALTH, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TDOC
SECURITY ID: 87918A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen L. Daniel | Management | For | For |
| 1b | Elect Director Sandra L. Fenwick | Management | For | For |
| 1c | Elect Director Jason Gorevic | Management | For | For |
| 1d | Elect Director Catherine A. Jacobson | Management | For | For |
| 1e | Elect Director Thomas G. McKinley | Management | For | For |
| 1f | Elect Director Kenneth H. Paulus | Management | For | For |
| 1g | Elect Director David L. Shedlarz | Management | For | For |
| 1h | Elect Director Mark Douglas Smith | Management | For | For |
| 1i | Elect Director David B. Snow, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| TELEFLEX INCORPORATED
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: TFX
SECURITY ID: 879369106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1b | Elect Director Liam J. Kelly | Management | For | For |
| 1c | Elect Director Jaewon Ryu | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| TENET HEALTHCARE CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: THC
SECURITY ID: 88033G407
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Robert Kerrey | Management | For | For |
| 1.2 | Elect Director James L. Bierman | Management | For | For |
| 1.3 | Elect Director Richard W. Fisher | Management | For | For |
| 1.4 | Elect Director Meghan M. FitzGerald | Management | For | For |
| 1.5 | Elect Director Cecil D. Haney | Management | For | For |
| 1.6 | Elect Director Christopher S. Lynch | Management | For | For |
| 1.7 | Elect Director Richard J. Mark | Management | For | For |
| 1.8 | Elect Director Tammy Romo | Management | For | For |
| 1.9 | Elect Director Saumya Sutaria | Management | For | For |
| 1.10 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Policies Regarding Patients' Right to Access Abortions in Emergencies | Shareholder | Against | Against |
| TG THERAPEUTICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: TGTX
SECURITY ID: 88322Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laurence N. Charney | Management | For | For |
| 1.2 | Elect Director Yann Echelard | Management | For | Withhold |
| 1.3 | Elect Director Kenneth Hoberman | Management | For | Withhold |
| 1.4 | Elect Director Daniel Hume | Management | For | Withhold |
| 1.5 | Elect Director Sagar Lonial | Management | For | Withhold |
| 1.6 | Elect Director Michael S. Weiss | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Increase Authorized Common Stock | Management | For | Against |
| THE CIGNA GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CI
SECURITY ID: 125523100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE COOPER COMPANIES, INC.
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: COO
SECURITY ID: 216648402
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colleen E. Jay | Management | For | For |
| 1.2 | Elect Director William A. Kozy | Management | For | For |
| 1.3 | Elect Director Cynthia L. Lucchese | Management | For | For |
| 1.4 | Elect Director Teresa S. Madden | Management | For | For |
| 1.5 | Elect Director Gary S. Petersmeyer | Management | For | For |
| 1.6 | Elect Director Maria Rivas | Management | For | For |
| 1.7 | Elect Director Robert S. Weiss | Management | For | For |
| 1.8 | Elect Director Albert G. White, III | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE ENSIGN GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ENSG
SECURITY ID: 29358P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barry M. Smith | Management | For | For |
| 1.2 | Elect Director Swati B. Abbott | Management | For | For |
| 1.3 | Elect Director Suzanne D. Snapper | Management | For | For |
| 1.4 | Elect Director John O. Agwunobi | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE PENNANT GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PNTG
SECURITY ID: 70805E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher R. Christensen | Management | For | For |
| 1.2 | Elect Director John G. Nackel | Management | For | For |
| 1.3 | Elect Director Brent J. Guerisoli | 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 |
| THERAVANCE BIOPHARMA, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: TBPH
SECURITY ID: G8807B106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dean J. Mitchell | Management | For | Against |
| 1.2 | Elect Director Deepika R. Pakianathan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Declassify the Board of Directors | Management | For | For |
| THERMO FISHER SCIENTIFIC INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TMO
SECURITY ID: 883556102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TILRAY BRANDS, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: TLRY
SECURITY ID: 88688T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director John M. Herhalt | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Eliminate Class of Common Stock | Management | For | For |
| TRANSMEDICS GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMDX
SECURITY ID: 89377M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Waleed H. Hassanein | Management | For | For |
| 1b | Elect Director James R. Tobin | Management | For | For |
| 1c | Elect Director Edward M. Basile | Management | For | For |
| 1d | Elect Director Thomas J. Gunderson | Management | For | For |
| 1e | Elect Director Edwin M. Kania, Jr. | Management | For | For |
| 1f | Elect Director Stephanie Lovell | Management | For | For |
| 1g | Elect Director Merilee Raines | Management | For | For |
| 1h | Elect Director David Weill | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TRAVERE THERAPEUTICS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: TVTX
SECURITY ID: 89422G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roy D. Baynes | Management | For | For |
| 1.2 | Elect Director Suzanne Bruhn | Management | For | For |
| 1.3 | Elect Director Timothy Coughlin | Management | For | For |
| 1.4 | Elect Director Eric Dube | Management | For | For |
| 1.5 | Elect Director Gary Lyons | Management | For | For |
| 1.6 | Elect Director Jeffrey Meckler | Management | For | For |
| 1.7 | Elect Director John A. Orwin | Management | For | For |
| 1.8 | Elect Director Sandra Poole | Management | For | For |
| 1.9 | Elect Director Ron Squarer | Management | For | For |
| 1.10 | Elect Director Ruth Williams-Brinkley | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TREACE MEDICAL CONCEPTS, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: TMCI
SECURITY ID: 89455T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lance A. Berry | Management | For | For |
| 1.2 | Elect Director Elizabeth 'Betsy' S. Hanna | Management | For | For |
| 1.3 | Elect Director Jane E. Kiernan | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| TWIST BIOSCIENCE CORPORATION
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: TWST
SECURITY ID: 90184D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith Crandell | Management | For | For |
| 1.2 | Elect Director Jan Johannessen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| U.S. PHYSICAL THERAPY, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: USPH
SECURITY ID: 90337L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward L. Kuntz | Management | For | For |
| 1.2 | Elect Director Christopher J. Reading | Management | For | For |
| 1.3 | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1.4 | Elect Director Kathleen A. Gilmartin | Management | For | For |
| 1.5 | Elect Director Regg E. Swanson | Management | For | For |
| 1.6 | Elect Director Clayton K. Trier | Management | For | For |
| 1.7 | Elect Director Anne B. Motsenbocker | Management | For | For |
| 1.8 | Elect Director Nancy J. Ham | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| UFP TECHNOLOGIES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: UFPT
SECURITY ID: 902673102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Jeffrey Bailly | Management | For | For |
| 1.2 | Elect Director Thomas Oberdorf | Management | For | For |
| 1.3 | Elect Director Marc Kozin | Management | For | For |
| 1.4 | Elect Director Daniel C. Croteau | Management | For | For |
| 1.5 | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1.6 | Elect Director Joseph John Hassett | Management | For | For |
| 1.7 | Elect Director Symeria Hudson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers, and to Remove Series A Junior Participating Preferred Stock | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ULTRAGENYX PHARMACEUTICAL INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: RARE
SECURITY ID: 90400D108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emil D. Kakkis | Management | For | For |
| 1b | Elect Director Shehnaaz Suliman | Management | For | For |
| 1c | Elect Director Daniel G. Welch | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| UNIQURE N.V.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: QURE
SECURITY ID: N90064101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Management Board | Management | For | For |
| 3 | Elect Director Madhavan Balachandran | Management | For | For |
| 4 | Elect Director Jack Kaye | Management | For | For |
| 5 | Elect Director Leonard Post | Management | For | For |
| 6 | Elect Director Jeremy Springhorn | Management | For | For |
| 7 | Grant Board Authority to Issue Shares and Options | Management | For | Against |
| 8 | Grant Board Authority to Issue Shares and Restrict/Exclude Preemptive Rights | Management | For | Against |
| 9 | Authorize Share Repurchase Program | Management | For | For |
| 10 | Ratify KPMG Accountants N.V. as Auditors | Management | For | For |
| 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 12 | Amend Omnibus Stock Plan | Management | For | For |
| UNITED THERAPEUTICS CORPORATION
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: UTHR
SECURITY ID: 91307C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher Causey | Management | For | For |
| 1b | Elect Director Raymond Dwek | Management | For | For |
| 1c | Elect Director Richard Giltner | Management | For | For |
| 1d | Elect Director Katherine Klein | Management | For | For |
| 1e | Elect Director Ray Kurzweil | Management | For | For |
| 1f | Elect Director Linda Maxwell | Management | For | For |
| 1g | Elect Director Nilda Mesa | Management | For | For |
| 1h | Elect Director Judy Olian | Management | For | For |
| 1i | Elect Director Christopher Patusky | Management | For | For |
| 1j | Elect Director Martine Rothblatt | Management | For | For |
| 1k | Elect Director Louis Sullivan | Management | For | For |
| 1l | Elect Director Tommy Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| UNIVERSAL HEALTH SERVICES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: UHS
SECURITY ID: 913903100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Nina Chen-Langenmayr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VANDA PHARMACEUTICALS INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: VNDA
SECURITY ID: 921659108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard W. Dugan | Management | For | For |
| 1b | Elect Director Anne Sempowski Ward | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| VAREX IMAGING CORPORATION
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: VREX
SECURITY ID: 92214X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathleen L. Bardwell | Management | For | For |
| 1b | Elect Director Jocelyn D. Chertoff | Management | For | For |
| 1c | Elect Director Timothy E. Guertin | Management | For | For |
| 1d | Elect Director Jay K. Kunkel | Management | For | For |
| 1e | Elect Director Walter M Rosebrough, Jr. | Management | For | For |
| 1f | Elect Director Sunny S. Sanyal | Management | For | For |
| 1g | Elect Director Christine A. Tsingos | 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 |
| VAXART, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: VXRT
SECURITY ID: 92243A200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julie Cherrington | Management | For | For |
| 1.2 | Elect Director Todd Davis | Management | For | For |
| 1.3 | Elect Director Michael J. Finney | Management | For | For |
| 1.4 | Elect Director Andrei Floroiu | Management | For | For |
| 1.5 | Elect Director David Wheadon | Management | For | For |
| 1.6 | Elect Director Karen J. Wilson | Management | For | For |
| 1.7 | Elect Director Robert A. Yedid | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify WithumSmith+Brown, PC as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VAXCYTE, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: PCVX
SECURITY ID: 92243G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Halley Gilbert | Management | For | For |
| 1.2 | Elect Director Michael E. Kamarck | Management | For | For |
| 1.3 | Elect Director Grant E. Pickering | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VEEVA SYSTEMS INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: VEEV
SECURITY ID: 922475108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy S. Cabral | Management | For | For |
| 1b | Elect Director Mark Carges | Management | For | For |
| 1c | Elect Director Peter P. Gassner | Management | For | For |
| 1d | Elect Director Mary Lynne Hedley | Management | For | For |
| 1e | Elect Director Priscilla Hung | Management | For | For |
| 1f | Elect Director Tina Hunt | Management | For | For |
| 1g | Elect Director Marshall L. Mohr | Management | For | Against |
| 1h | Elect Director Gordon Ritter | Management | For | For |
| 1i | Elect Director Paul Sekhri | Management | For | Against |
| 1j | Elect Director Matthew J. Wallach | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation | Management | For | For |
| 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| VENTYX BIOSCIENCES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: VTYX
SECURITY ID: 92332V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raju Mohan | Management | For | For |
| 1.2 | Elect Director William White | Management | For | Withhold |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VERACYTE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: VCYT
SECURITY ID: 92337F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert S. Epstein | Management | For | For |
| 1b | Elect Director Evan Jones | Management | 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 | Declassify the Board of Directors | Management | For | For |
| 6 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| VERICEL CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: VCEL
SECURITY ID: 92346J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Zerbe | Management | For | For |
| 1.2 | Elect Director Alan L. Rubino | Management | For | For |
| 1.3 | Elect Director Heidi Hagen | Management | For | For |
| 1.4 | Elect Director Steven C. Gilman | Management | For | For |
| 1.5 | Elect Director Kevin F. McLaughlin | Management | For | For |
| 1.6 | Elect Director Paul K. Wotton | Management | For | For |
| 1.7 | Elect Director Dominick C. Colangelo | Management | For | For |
| 1.8 | Elect Director Lisa Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VERVE THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: VERV
SECURITY ID: 92539P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander Cumbo | Management | For | For |
| 1.2 | Elect Director Michael MacLean | Management | For | For |
| 1.3 | Elect Director Sheila Mikhail | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VIATRIS INC.
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: VTRS
SECURITY ID: 92556V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director W. Don Cornwell | Management | For | For |
| 1B | Elect Director Harry A. Korman | Management | For | For |
| 1C | Elect Director Rajiv Malik | Management | For | For |
| 1D | Elect Director Richard A. Mark | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| VIKING THERAPEUTICS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: VKTX
SECURITY ID: 92686J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Matthew Singleton | Management | For | Withhold |
| 1.2 | Elect Director S. Kathy Rouan | Management | For | For |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| VIR BIOTECHNOLOGY, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: VIR
SECURITY ID: 92764N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert More | Management | For | For |
| 1b | Elect Director Janet Napolitano | Management | For | For |
| 1c | Elect Director Vicki Sato | Management | For | For |
| 1d | Elect Director Elliott Sigal | 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 |
| VIRIDIAN THERAPEUTICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: VRDN
SECURITY ID: 92790C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tomas Kiselak | Management | For | For |
| 1.2 | Elect Director Jennifer K. Moses | 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 |
| WATERS CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: WAT
SECURITY ID: 941848103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Flemming Ornskov | Management | For | For |
| 1.2 | Elect Director Linda Baddour | Management | For | For |
| 1.3 | Elect Director Udit Batra | Management | For | For |
| 1.4 | Elect Director Dan Brennan | Management | For | For |
| 1.5 | Elect Director Richard Fearon | Management | For | For |
| 1.6 | Elect Director Pearl S. Huang | Management | For | For |
| 1.7 | Elect Director Wei Jiang | Management | For | For |
| 1.8 | Elect Director Christopher A. Kuebler | Management | For | For |
| 1.9 | Elect Director Mark Vergnano | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WEST PHARMACEUTICAL SERVICES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WST
SECURITY ID: 955306105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Buthman | Management | For | For |
| 1b | Elect Director William F. Feehery | Management | For | For |
| 1c | Elect Director Robert F. Friel | Management | For | For |
| 1d | Elect Director Eric M. Green | Management | For | For |
| 1e | Elect Director Thomas W. Hofmann | Management | For | For |
| 1f | Elect Director Molly E. Joseph | Management | For | For |
| 1g | Elect Director Deborah L. V. Keller | Management | For | For |
| 1h | Elect Director Myla P. Lai-Goldman | Management | For | For |
| 1i | Elect Director Stephen H. Lockhart | Management | For | For |
| 1j | Elect Director Douglas A. Michels | Management | For | For |
| 1k | Elect Director Paolo Pucci | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Bylaws | Shareholder | Against | Against |
| XENCOR, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: XNCR
SECURITY ID: 98401F105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bassil I. Dahiyat | Management | For | For |
| 1.2 | Elect Director Ellen G. Feigal | Management | For | For |
| 1.3 | Elect Director Kevin C. Gorman | Management | For | For |
| 1.4 | Elect Director Kurt A. Gustafson | Management | For | For |
| 1.5 | Elect Director A. Bruce Montgomery | Management | For | For |
| 1.6 | Elect Director Richard J. Ranieri | Management | For | For |
| 1.7 | Elect Director Dagmar Rosa-Bjorkeson | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| XENON PHARMACEUTICALS INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: XENE
SECURITY ID: 98420N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Simon N. Pimstone | Management | For | For |
| 1.2 | Elect Director Dawn Svoronos | Management | For | For |
| 1.3 | Elect Director Mohammad Azab | Management | For | For |
| 1.4 | Elect Director Steven Gannon | Management | For | For |
| 1.5 | Elect Director Elizabeth Garofalo | Management | For | For |
| 1.6 | Elect Director Patrick Machado | Management | For | For |
| 1.7 | Elect Director Ian Mortimer | Management | For | For |
| 1.8 | Elect Director Gary Patou | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Authorize the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| ZENTALIS PHARMACEUTICALS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: ZNTL
SECURITY ID: 98943L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Johnson | Management | For | Withhold |
| 1.2 | Elect Director Jan Skvarka | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ZIMMER BIOMET HOLDINGS, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: ZBH
SECURITY ID: 98956P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher B. Begley | Management | For | For |
| 1b | Elect Director Betsy J. Bernard | Management | For | For |
| 1c | Elect Director Michael J. Farrell | Management | For | For |
| 1d | Elect Director Robert A. Hagemann | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Maria Teresa Hilado | Management | For | For |
| 1h | Elect Director Syed Jafry | Management | For | For |
| 1i | Elect Director Sreelakshmi Kolli | Management | For | For |
| 1j | Elect Director Michael W. Michelson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZOETIS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ZTS
SECURITY ID: 98978V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| ZYNEX, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ZYXI
SECURITY ID: 98986M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas Sandgaard | Management | For | For |
| 1.2 | Elect Director Barry D. Michaels | Management | For | For |
| 1.3 | Elect Director Michael Cress | Management | For | For |
| 1.4 | Elect Director Joshua R. Disbrow | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Marcum LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI INDUSTRIALS INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 3D SYSTEMS CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: DDD
SECURITY ID: 88554D205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Malissia R. Clinton | Management | For | For |
| 1.2 | Elect Director William E. Curran | Management | For | For |
| 1.3 | Elect Director Claudia N. Drayton | Management | For | For |
| 1.4 | Elect Director Thomas W. Erickson | Management | For | For |
| 1.5 | Elect Director Jeffrey A. Graves | Management | For | For |
| 1.6 | Elect Director Jim D. Kever | Management | For | For |
| 1.7 | Elect Director Charles G. McClure, Jr. | Management | For | For |
| 1.8 | Elect Director Kevin S. Moore | Management | For | For |
| 1.9 | Elect Director Vasant Padmanabhan | Management | For | For |
| 1.10 | Elect Director John J. Tracy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3M COMPANY
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: MMM
SECURITY ID: 88579Y101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1b | Elect Director Anne H. Chow | Management | For | For |
| 1c | Elect Director David B. Dillon | Management | For | For |
| 1d | Elect Director Michael L. Eskew | Management | For | For |
| 1e | Elect Director James R. Fitterling | Management | For | For |
| 1f | Elect Director Amy E. Hood | Management | For | For |
| 1g | Elect Director Suzan Kereere | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Pedro J. Pizarro | Management | For | For |
| 1j | Elect Director Michael F. Roman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| A. O. SMITH CORPORATION
MEETING DATE: APR 11, 2023 |
||||
|
TICKER: AOS
SECURITY ID: 831865209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald D. Brown | Management | For | Withhold |
| 1.2 | Elect Director Earl E. Exum | Management | For | For |
| 1.3 | Elect Director Michael M. Larsen | Management | For | For |
| 1.4 | Elect Director Idelle K. Wolf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| AAON, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: AAON
SECURITY ID: 000360206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Caron A. Lawhorn | Management | For | For |
| 1.2 | Elect Director Stephen O. LeClair | Management | For | For |
| 1.3 | Elect Director David R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| AAR CORP.
MEETING DATE: SEP 20, 2022 |
||||
|
TICKER: AIR
SECURITY ID: 000361105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John M. Holmes | Management | For | For |
| 1b | Elect Director Ellen M. Lord | Management | For | For |
| 1c | Elect Director Marc J. Walfish | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ABM INDUSTRIES INCORPORATED
MEETING DATE: MAR 22, 2023 |
||||
|
TICKER: ABM
SECURITY ID: 000957100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Quincy L. Allen | Management | For | For |
| 1b | Elect Director LeighAnne G. Baker | Management | For | For |
| 1c | Elect Director Donald F. Colleran | Management | For | For |
| 1d | Elect Director James D. DeVries | Management | For | For |
| 1e | Elect Director Art A. Garcia | Management | For | For |
| 1f | Elect Director Thomas M. Gartland | Management | For | For |
| 1g | Elect Director Jill M. Golder | Management | For | For |
| 1h | Elect Director Sudhakar Kesavan | Management | For | For |
| 1i | Elect Director Scott Salmirs | Management | For | For |
| 1j | Elect Director Winifred (Wendy) M. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ACCO BRANDS CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: ACCO
SECURITY ID: 00081T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph B. Burton | Management | For | For |
| 1b | Elect Director Kathleen S. Dvorak | Management | For | For |
| 1c | Elect Director Boris Elisman | Management | For | For |
| 1d | Elect Director Pradeep Jotwani | Management | For | For |
| 1e | Elect Director Robert J. Keller | Management | For | For |
| 1f | Elect Director Thomas Kroeger | Management | For | For |
| 1g | Elect Director Ron Lombardi | Management | For | For |
| 1h | Elect Director Graciela I. Monteagudo | Management | For | For |
| 1i | Elect Director E. Mark Rajkowski | 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 |
| ACUITY BRANDS, INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: AYI
SECURITY ID: 00508Y102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil M. Ashe | Management | For | For |
| 1b | Elect Director Marcia J. Avedon | Management | For | For |
| 1c | Elect Director W. Patrick Battle | Management | For | For |
| 1d | Elect Director Michael J. Bender | Management | For | For |
| 1e | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1f | Elect Director James H. Hance, Jr. | Management | For | For |
| 1g | Elect Director Maya Leibman | Management | For | For |
| 1h | Elect Director Laura G. O'Shaughnessy | Management | For | For |
| 1i | Elect Director Mark J. Sachleben | Management | For | For |
| 1j | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ACV AUCTIONS INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: ACVA
SECURITY ID: 00091G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eileen A. Kamerick | Management | For | For |
| 1.2 | Elect Director Brian Hirsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ADVANCED DRAINAGE SYSTEMS, INC.
MEETING DATE: JUL 21, 2022 |
||||
|
TICKER: WMS
SECURITY ID: 00790R104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anesa T. Chaibi | Management | For | For |
| 1b | Elect Director Robert M. Eversole | Management | For | For |
| 1c | Elect Director Alexander R. Fischer | Management | For | For |
| 1d | Elect Director Kelly S. Gast | Management | For | For |
| 1e | Elect Director M.A. (Mark) Haney | Management | For | For |
| 1f | Elect Director Ross M. Jones | Management | For | For |
| 1g | Elect Director Manuel J. "Manny" Perez de la Mesa | Management | For | For |
| 1h | Elect Director Anil Seetharam | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| AECOM
MEETING DATE: MAR 31, 2023 |
||||
|
TICKER: ACM
SECURITY ID: 00766T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley W. Buss | Management | For | For |
| 1.2 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.3 | Elect Director Kristy Pipes | Management | For | For |
| 1.4 | Elect Director Troy Rudd | Management | For | For |
| 1.5 | Elect Director Douglas W. Stotlar | Management | For | For |
| 1.6 | Elect Director Daniel R. Tishman | Management | For | For |
| 1.7 | Elect Director Sander van't Noordende | Management | For | For |
| 1.8 | Elect Director Janet C. Wolfenbarger | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AEROJET ROCKETDYNE HOLDINGS, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: AJRD
SECURITY ID: 007800105
|
||||
| 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 |
| AEROVIRONMENT, INC.
MEETING DATE: SEP 23, 2022 |
||||
|
TICKER: AVAV
SECURITY ID: 008073108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles Thomas Burbage | Management | For | For |
| 1b | Elect Director Edward R. Muller | 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 |
| AERSALE CORPORATION
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: ASLE
SECURITY ID: 00810F106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicolas Finazzo | Management | For | For |
| 1b | Elect Director Robert B. Nichols | Management | For | For |
| 1c | Elect Director Jonathan Seiffer | Management | For | For |
| 1d | Elect Director Peter Nolan | Management | For | For |
| 1e | Elect Director Richard J. Townsend | Management | For | For |
| 1f | Elect Director C. Robert Kehler | Management | For | For |
| 1g | Elect Director Judith A. Fedder | Management | For | For |
| 1h | Elect Director Andrew Levy | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| AGCO CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AGCO
SECURITY ID: 001084102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael C. Arnold | Management | For | For |
| 1.2 | Elect Director Sondra L. Barbour | Management | For | For |
| 1.3 | Elect Director Suzanne P. Clark | Management | For | For |
| 1.4 | Elect Director Bob De Lange | Management | For | For |
| 1.5 | Elect Director Eric P. Hansotia | Management | For | For |
| 1.6 | Elect Director George E. Minnich | Management | For | For |
| 1.7 | Elect Director Niels Porksen | Management | For | For |
| 1.8 | Elect Director David Sagehorn | Management | For | For |
| 1.9 | Elect Director Mallika Srinivasan | Management | For | For |
| 1.10 | Elect Director Matthew Tsien | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| AIR LEASE CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: AL
SECURITY ID: 00912X302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew J. Hart | Management | For | For |
| 1b | Elect Director Yvette Hollingsworth Clark | Management | For | For |
| 1c | Elect Director Cheryl Gordon Krongard | Management | For | For |
| 1d | Elect Director Marshall O. Larsen | Management | For | For |
| 1e | Elect Director Susan McCaw | Management | For | For |
| 1f | Elect Director Robert A. Milton | Management | For | For |
| 1g | Elect Director John L. Plueger | Management | For | For |
| 1h | Elect Director Ian M. Saines | Management | For | For |
| 1i | Elect Director Steven F. Udvar-Hazy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AIR TRANSPORT SERVICES GROUP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: ATSG
SECURITY ID: 00922R105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Phyllis J. Campbell | Management | For | For |
| 1b | Elect Director Richard F. Corrado | Management | For | For |
| 1c | Elect Director Jeffrey A. Dominick | Management | For | For |
| 1d | Elect Director Joseph C. Hete | Management | For | For |
| 1e | Elect Director Raymond E. Johns, Jr. | Management | For | For |
| 1f | Elect Director Laura J. Peterson | Management | For | For |
| 1g | Elect Director Randy D. Rademacher | Management | For | For |
| 1h | Elect Director J. Christopher Teets | Management | For | For |
| 1i | Elect Director Jeffrey J. Vorholt | Management | For | For |
| 1j | Elect Director Paul S. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALAMO GROUP INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ALG
SECURITY ID: 011311107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Roderick R. Baty | Management | For | For |
| 1b | Elect Director Robert P. Bauer | Management | For | For |
| 1c | Elect Director Eric P. Etchart | Management | For | For |
| 1d | Elect Director Nina C. Grooms | Management | For | For |
| 1e | Elect Director Tracy C. Jokinen | Management | For | For |
| 1f | Elect Director Jeffery A. Leonard | Management | For | For |
| 1g | Elect Director Richard W. Parod | Management | For | For |
| 1h | Elect Director Lorie L. Tekorius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ALASKA AIR GROUP
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ALK
SECURITY ID: 011659109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patricia M. Bedient | Management | For | For |
| 1b | Elect Director James A. Beer | Management | For | For |
| 1c | Elect Director Raymond L. Conner | Management | For | For |
| 1d | Elect Director Daniel K. Elwell | Management | For | For |
| 1e | Elect Director Dhiren R. Fonseca | Management | For | For |
| 1f | Elect Director Kathleen T. Hogan | Management | For | For |
| 1g | Elect Director Adrienne R. Lofton | Management | For | For |
| 1h | Elect Director Benito Minicucci | Management | For | For |
| 1i | Elect Director Helvi K. Sandvik | Management | For | For |
| 1j | Elect Director J. Kenneth Thompson | Management | For | For |
| 1k | Elect Director Eric K. Yeaman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ALBANY INTERNATIONAL CORP.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: AIN
SECURITY ID: 012348108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erland E. Kailbourne | Management | For | For |
| 1.2 | Elect Director John R. Scannell | Management | For | For |
| 1.3 | Elect Director Katharine L. Plourde | Management | For | For |
| 1.4 | Elect Director A. William Higgins | Management | For | For |
| 1.5 | Elect Director Kenneth W. Krueger | Management | For | For |
| 1.6 | Elect Director Mark J. Murphy | Management | For | For |
| 1.7 | Elect Director J. Michael McQuade | Management | For | For |
| 1.8 | Elect Director Christina M. Alvord | Management | For | For |
| 1.9 | Elect Director Russell E. Toney | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Eliminate Class B Common Stock | Management | For | For |
| ALIGHT, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ALIT
SECURITY ID: 01626W101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel S. Henson | Management | For | For |
| 1b | Elect Director Richard N. Massey | Management | For | Against |
| 1c | Elect Director Kausik Rajgopal | Management | For | For |
| 1d | Elect Director Stephan D. Scholl | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALLEGIANT TRAVEL COMPANY
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ALGT
SECURITY ID: 01748X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Maurice J. Gallagher, Jr. | Management | For | For |
| 1b | Elect Director Montie Brewer | Management | For | For |
| 1c | Elect Director Gary Ellmer | Management | For | For |
| 1d | Elect Director Ponder Harrison | Management | For | For |
| 1e | Elect Director Linda A. Marvin | Management | For | For |
| 1f | Elect Director Sandra Morgan | Management | For | For |
| 1g | Elect Director Charles Pollard | Management | For | For |
| 1h | Elect Director John Redmond | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ALLEGION PLC
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: ALLE
SECURITY ID: G0176J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect as Director Kirk S. Hachigian | Management | For | For |
| 1b | Elect as Director Steven C. Mizell | Management | For | For |
| 1c | Elect as Director Nicole Parent Haughey | Management | For | For |
| 1d | Elect as Director Lauren B. Peters | Management | For | For |
| 1e | Elect as Director Ellen Rubin | Management | For | For |
| 1f | Elect as Director Dean I. Schaffer | Management | For | For |
| 1g | Elect as Director John H. Stone | Management | For | For |
| 1h | Elect as Director Dev Vardhan | Management | For | For |
| 1i | Elect as Director Martin E. Welch, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers as Auditors and Authorise Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| ALLIED MOTION TECHNOLOGIES INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: AMOT
SECURITY ID: 019330109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert B. Engel | Management | For | For |
| 1b | Elect Director Richard D. Federico | Management | For | For |
| 1c | Elect Director Steven C. Finch | Management | For | For |
| 1d | Elect Director James J. Tanous | Management | For | For |
| 1e | Elect Director Nicole R. Tzetzo | Management | For | For |
| 1f | Elect Director Richard S. Warzala | Management | For | For |
| 1g | Elect Director Michael R. Winter | 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 |
| ALLISON TRANSMISSION HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ALSN
SECURITY ID: 01973R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy L. Altmaier | Management | For | For |
| 1b | Elect Director D. Scott Barbour | Management | For | For |
| 1c | Elect Director Philip J. Christman | Management | For | For |
| 1d | Elect Director David C. Everitt | Management | For | For |
| 1e | Elect Director David S. Graziosi | Management | For | For |
| 1f | Elect Director Carolann I. Haznedar | Management | For | For |
| 1g | Elect Director Richard P. Lavin | Management | For | For |
| 1h | Elect Director Sasha Ostojic | Management | For | For |
| 1i | Elect Director Gustave F. Perna | Management | For | For |
| 1j | Elect Director Krishna Shivram | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALTA EQUIPMENT GROUP INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: ALTG
SECURITY ID: 02128L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Shribman | Management | For | For |
| 1.2 | Elect Director Katherine E. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALTRA INDUSTRIAL MOTION CORP.
MEETING DATE: JAN 17, 2023 |
||||
|
TICKER: AIMC
SECURITY ID: 02208R106
|
||||
| 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 |
| AMERCO
MEETING DATE: AUG 18, 2022 |
||||
|
TICKER: UHAL
SECURITY ID: 023586100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward J. "Joe" Shoen | Management | For | For |
| 1.2 | Elect Director James E. Acridge | Management | For | For |
| 1.3 | Elect Director John P. Brogan | Management | For | Withhold |
| 1.4 | Elect Director James J. Grogan | Management | For | Withhold |
| 1.5 | Elect Director Richard J. Herrera | Management | For | For |
| 1.6 | Elect Director Karl A. Schmidt | Management | For | For |
| 1.7 | Elect Director Roberta R. Shank | Management | For | For |
| 1.8 | Elect Director Samuel J. Shoen | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Ratify and Affirm Decisions and Actions Taken by the Board and Executive Officers for Fiscal 2022 | Shareholder | For | Against |
| 4 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| AMERESCO, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: AMRC
SECURITY ID: 02361E108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Claire Hughes Johnson | Management | For | For |
| 1.2 | Elect Director Frank V. Wisneski | Management | For | For |
| 1.3 | Elect Director Charles R. Patton | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| AMERICAN AIRLINES GROUP INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: AAL
SECURITY ID: 02376R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jeffrey D. Benjamin | Management | For | For |
| 1B | Elect Director Adriane M. Brown | Management | For | For |
| 1C | Elect Director John T. Cahill | Management | For | For |
| 1D | Elect Director Michael J. Embler | Management | For | For |
| 1F | Elect Director Matthew J. Hart | Management | For | For |
| 1G | Elect Director Robert D. Isom | Management | For | For |
| 1H | Elect Director Susan D. Kronick | Management | For | For |
| 1I | Elect Director Martin H. Nesbitt | Management | For | For |
| 1J | Elect Director Denise M. O'Leary | Management | For | For |
| 1K | Elect Director Vicente Reynal | Management | For | For |
| 1L | Elect Director Gregory D. Smith | Management | For | For |
| 1M | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | For | For |
| AMERICAN WOODMARK CORPORATION
MEETING DATE: AUG 18, 2022 |
||||
|
TICKER: AMWD
SECURITY ID: 030506109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Latasha M. Akoma | Management | For | For |
| 1.2 | Elect Director Andrew B. Cogan | Management | For | For |
| 1.3 | Elect Director M. Scott Culbreth | Management | For | For |
| 1.4 | Elect Director James G. Davis, Jr. | Management | For | For |
| 1.5 | Elect Director Martha M. Hayes | Management | For | For |
| 1.6 | Elect Director Daniel T. Hendrix | Management | For | For |
| 1.7 | Elect Director David A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Vance W. Tang | Management | For | For |
| 1.9 | Elect Director Emily C. Videtto | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMETEK, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: AME
SECURITY ID: 031100100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Amato | Management | For | For |
| 1b | Elect Director Anthony J. Conti | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| API GROUP CORPORATION
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: APG
SECURITY ID: 00187Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Franklin | Management | For | For |
| 1b | Elect Director James E. Lillie | Management | For | For |
| 1c | Elect Director Ian G.H. Ashken | Management | For | For |
| 1d | Elect Director Russell A. Becker | Management | For | For |
| 1e | Elect Director David S. Blitzer | Management | For | For |
| 1f | Elect Director Paula D. Loop | Management | For | For |
| 1g | Elect Director Anthony E. Malkin | Management | For | For |
| 1h | Elect Director Thomas V. Milroy | Management | For | For |
| 1i | Elect Director Cyrus D. Walker | Management | For | For |
| 1j | Elect Director Carrie A. Wheeler | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| APOGEE ENTERPRISES, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: APOG
SECURITY ID: 037598109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd E. Johnson | Management | For | For |
| 1b | Elect Director Donald A. Nolan | Management | For | For |
| 1c | Elect Director Patricia K. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC.
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: AIT
SECURITY ID: 03820C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary Dean Hall | Management | For | For |
| 1.2 | Elect Director Dan P. Komnenovich | Management | For | For |
| 1.3 | Elect Director Joe A. Raver | 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 |
| ARCBEST CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ARCB
SECURITY ID: 03937C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Salvatore A. Abbate | Management | For | For |
| 1b | Elect Director Eduardo F. Conrado | Management | For | For |
| 1c | Elect Director Fredrik J. Eliasson | Management | For | For |
| 1d | Elect Director Michael P. Hogan | Management | For | For |
| 1e | Elect Director Kathleen D. McElligott | Management | For | For |
| 1f | Elect Director Judy R. McReynolds | Management | For | For |
| 1g | Elect Director Craig E. Philip | Management | For | For |
| 1h | Elect Director Steven L. Spinner | Management | For | For |
| 1i | Elect Director Janice E. Stipp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Charter to Permit the Exculpation of Officers Consistent with Changes to Delaware General Corporation Law | Management | For | For |
| ARCOSA, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ACA
SECURITY ID: 039653100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Rhys J. Best | Management | For | For |
| 1c | Elect Director Antonio Carrillo | Management | For | For |
| 1d | Elect Director Jeffrey A. Craig | Management | For | For |
| 1e | Elect Director Steven J. Demetriou | Management | For | For |
| 1f | Elect Director Ronald J. Gafford | Management | For | For |
| 1g | Elect Director John W. Lindsay | Management | For | For |
| 1h | Elect Director Kimberly S. Lubel | Management | For | For |
| 1i | Elect Director Julie A. Piggott | Management | For | For |
| 1j | Elect Director Melanie M. Trent | 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 |
| ARGAN, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: AGX
SECURITY ID: 04010E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rainer H. Bosselmann | Management | For | For |
| 1.2 | Elect Director Cynthia A. Flanders | Management | For | For |
| 1.3 | Elect Director Peter W. Getsinger | Management | For | For |
| 1.4 | Elect Director William F. Griffin, Jr. | Management | For | For |
| 1.5 | Elect Director John R. Jeffrey, Jr. | Management | For | For |
| 1.6 | Elect Director Mano S. Koilpillai | Management | For | For |
| 1.7 | Elect Director William F. Leimkuhler | Management | For | For |
| 1.8 | Elect Director W.G. Champion Mitchell | Management | For | For |
| 1.9 | Elect Director James W. Quinn | Management | For | For |
| 1.10 | Elect Director David H. Watson | 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 Grant Thornton LLP as Auditors | Management | For | For |
| ARMSTRONG WORLD INDUSTRIES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: AWI
SECURITY ID: 04247X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor D. Grizzle | Management | For | For |
| 1.2 | Elect Director Richard D. Holder | Management | For | For |
| 1.3 | Elect Director Barbara L. Loughran | Management | For | For |
| 1.4 | Elect Director James C. Melville | Management | For | For |
| 1.5 | Elect Director William H. Osborne | Management | For | For |
| 1.6 | Elect Director Wayne R. Shurts | Management | For | For |
| 1.7 | Elect Director Roy W. Templin | Management | For | For |
| 1.8 | Elect Director Cherryl T. Thomas | 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 |
| ARRAY TECHNOLOGIES, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: ARRY
SECURITY ID: 04271T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brad Forth | Management | For | For |
| 1.2 | Elect Director Kevin Hostetler | Management | For | For |
| 1.3 | Elect Director Gerrard Schmid | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers as Permitted by Delaware Law | Management | For | For |
| ASGN INCORPORATED
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ASGN
SECURITY ID: 00191U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Frantz | Management | For | For |
| 1.2 | Elect Director Jonathan S. Holman | Management | For | For |
| 1.3 | Elect Director Arshad Matin | 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 |
| ASTEC INDUSTRIES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ASTE
SECURITY ID: 046224101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William D. Gehl | Management | For | For |
| 1.2 | Elect Director Mark J. Gliebe | Management | For | For |
| 1.3 | Elect Director Nalin Jain | Management | For | For |
| 1.4 | Elect Director Jaco G. van der Merwe | 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 |
| ATKORE, INC.
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: ATKR
SECURITY ID: 047649108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeri L. Isbell | Management | For | For |
| 1b | Elect Director Wilbert W. James, Jr. | Management | For | For |
| 1c | Elect Director Betty R. Johnson | Management | For | For |
| 1d | Elect Director Justin A. Kershaw | Management | For | For |
| 1e | Elect Director Scott H. Muse | Management | For | For |
| 1f | Elect Director Michael V. Schrock | Management | For | For |
| 1g | Elect Director William R. VanArsdale *Withdrawn* | Management | None | None |
| 1h | Elect Director William E. Waltz, Jr. | Management | For | For |
| 1i | Elect Director A. Mark Zeffiro | 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 |
| ATLAS AIR WORLDWIDE HOLDINGS, INC.
MEETING DATE: NOV 29, 2022 |
||||
|
TICKER: AAWW
SECURITY ID: 049164205
|
||||
| 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 |
| AURORA INNOVATION, INC.
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: AUR
SECURITY ID: 051774107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gloria Boyland | Management | For | For |
| 1b | Elect Director Dara Khosrowshahi | Management | For | Withhold |
| 1c | Elect Director Michelangelo Volpi | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AVIS BUDGET GROUP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: CAR
SECURITY ID: 053774105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bernardo Hees | Management | For | For |
| 1.2 | Elect Director Jagdeep Pahwa | Management | For | For |
| 1.3 | Elect Director Anu Hariharan | Management | For | For |
| 1.4 | Elect Director Lynn Krominga | Management | For | For |
| 1.5 | Elect Director Glenn Lurie | Management | For | For |
| 1.6 | Elect Director Karthik Sarma | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AXON ENTERPRISE, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: AXON
SECURITY ID: 05464C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Adriane Brown | Management | For | For |
| 1B | Elect Director Michael Garnreiter | Management | For | For |
| 1C | Elect Director Mark W. Kroll | Management | For | For |
| 1D | Elect Director Matthew R. McBrady | Management | For | For |
| 1E | Elect Director Hadi Partovi | Management | For | For |
| 1F | Elect Director Graham Smith | Management | For | For |
| 1G | Elect Director Patrick W. Smith | Management | For | For |
| 1H | Elect Director Jeri Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Approve Stock Option Grants to Patrick W. Smith | Management | For | Against |
| 6 | Discontinue the Development and Plans for Sale of a Remotely-operated, Non-lethal TASER Drone System | Shareholder | Against | Against |
| AZZ INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: AZZ
SECURITY ID: 002474104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel E. Berce | Management | For | For |
| 1b | Elect Director Paul Eisman | Management | For | For |
| 1c | Elect Director Daniel R. Feehan | Management | For | For |
| 1d | Elect Director Thomas E. Ferguson | Management | For | For |
| 1e | Elect Director Clive A. Grannum | Management | For | For |
| 1f | Elect Director Carol R. Jackson | Management | For | For |
| 1g | Elect Director David M. Kaden | Management | For | For |
| 1h | Elect Director Venita McCellon-Allen | Management | For | For |
| 1i | Elect Director Ed McGough | Management | For | For |
| 1j | Elect Director Steven R. Purvis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Conversion of Securities | Management | For | For |
| 4 | Ratify Grant Thornton, LLP as Auditors | Management | For | For |
| BABCOCK & WILCOX ENTERPRISES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: BW
SECURITY ID: 05614L209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2a | Elect Director Alan B. Howe | Management | For | Withhold |
| 2b | Elect Director Rebecca L. Stahl | Management | For | For |
| 3a | Elect Director Alan B. Howe | Management | For | Withhold |
| 3b | Elect Director Rebecca L. Stahl | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | Against |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 7 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| BARNES GROUP INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: B
SECURITY ID: 067806109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas O. Barnes | Management | For | For |
| 1b | Elect Director Elijah K. Barnes | Management | For | For |
| 1c | Elect Director Jakki L. Haussler | Management | For | For |
| 1d | Elect Director Richard J. Hipple | Management | For | For |
| 1e | Elect Director Thomas J. Hook | Management | For | For |
| 1f | Elect Director Daphne E. Jones | Management | For | For |
| 1g | Elect Director Neal J. Keating | Management | For | For |
| 1h | Elect Director Mylle H. Mangum | Management | For | For |
| 1i | Elect Director Hans-Peter Manner | Management | For | For |
| 1j | Elect Director Anthony V. Nicolosi | Management | For | For |
| 1k | Elect Director JoAnna L. Sohovich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BARRETT BUSINESS SERVICES, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: BBSI
SECURITY ID: 068463108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Carley | Management | For | For |
| 1.2 | Elect Director Joseph S. Clabby | Management | For | For |
| 1.3 | Elect Director Thomas B. Cusick | Management | For | For |
| 1.4 | Elect Director Gary E. Kramer | Management | For | For |
| 1.5 | Elect Director Anthony Meeker | Management | For | For |
| 1.6 | Elect Director Carla A. Moradi | Management | For | For |
| 1.7 | Elect Director Alexandra Morehouse | Management | For | For |
| 1.8 | Elect Director Vincent P. Price | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BEACON ROOFING SUPPLY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: BECN
SECURITY ID: 073685109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Philip W. Knisely | Management | For | For |
| 1.2 | Elect Director Julian G. Francis | Management | For | For |
| 1.3 | Elect Director Barbara G. Fast | Management | For | For |
| 1.4 | Elect Director Richard W. Frost | Management | For | For |
| 1.5 | Elect Director Alan Gershenhorn | Management | For | For |
| 1.6 | Elect Director Melanie M. Hart | Management | For | For |
| 1.7 | Elect Director Racquel H. Mason | Management | For | For |
| 1.8 | Elect Director Robert M. McLaughlin | Management | For | For |
| 1.9 | Elect Director Earl Newsome, Jr. | Management | For | For |
| 1.10 | Elect Director Neil S. Novich | Management | For | For |
| 1.11 | Elect Director Stuart A. Randle | Management | For | For |
| 1.12 | Elect Director Nathan K. Sleeper | Management | For | For |
| 1.13 | Elect Director Douglas L. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| BLINK CHARGING CO.
MEETING DATE: JUL 11, 2022 |
||||
|
TICKER: BLNK
SECURITY ID: 09354A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Farkas | Management | For | For |
| 1.2 | Elect Director Brendan S. Jones | Management | For | For |
| 1.3 | Elect Director Louis R. Buffalino | Management | For | Withhold |
| 1.4 | Elect Director Jack Levine | Management | For | Withhold |
| 1.5 | Elect Director Kenneth R. Marks | Management | For | For |
| 1.6 | Elect Director Ritsaart J.M. van Montfrans | Management | For | Withhold |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| BLOOM ENERGY CORP.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: BE
SECURITY ID: 093712107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Immelt | Management | For | For |
| 1.2 | Elect Director Eddy Zervigon | 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 |
| BLUELINX HOLDINGS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: BXC
SECURITY ID: 09624H208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anuj Dhanda | Management | For | For |
| 1.2 | Elect Director Dominic DiNapoli | Management | For | For |
| 1.3 | Elect Director Kim S. Fennebresque | Management | For | For |
| 1.4 | Elect Director Keith A. Haas | Management | For | For |
| 1.5 | Elect Director Mitchell B. Lewis | Management | For | For |
| 1.6 | Elect Director Shyam K. Reddy | Management | For | For |
| 1.7 | Elect Director J. David Smith | Management | For | For |
| 1.8 | Elect Director Carol B. Yancey | Management | For | For |
| 1.9 | Elect Director Marietta Edmunds Zakas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BOISE CASCADE COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BCC
SECURITY ID: 09739D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Carlile | Management | For | For |
| 1b | Elect Director Steven Cooper | Management | For | For |
| 1c | Elect Director Craig Dawson | Management | For | For |
| 1d | Elect Director Karen Gowland | Management | For | For |
| 1e | Elect Director David Hannah | Management | For | For |
| 1f | Elect Director Mack Hogans | Management | For | For |
| 1g | Elect Director Amy Humphreys | Management | For | For |
| 1h | Elect Director Nate Jorgensen | Management | For | For |
| 1i | Elect Director Kristopher Matula | Management | For | For |
| 1j | Elect Director Duane McDougall | Management | For | For |
| 1k | Elect Director Christopher McGowan | Management | For | For |
| 1l | Elect Director Sue Taylor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION
MEETING DATE: JUL 27, 2022 |
||||
|
TICKER: BAH
SECURITY ID: 099502106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Horacio D. Rozanski | Management | For | For |
| 1b | Elect Director Mark E. Gaumond | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 1d | Elect Director Melody C. Barnes | Management | For | For |
| 1e | Elect Director Ellen Jewett | Management | For | For |
| 1f | Elect Director Arthur E. Johnson | Management | For | For |
| 1g | Elect Director Charles O. Rossotti | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| BRIGHTVIEW HOLDINGS, INC.
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: BV
SECURITY ID: 10948C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James R. Abrahamson | Management | For | For |
| 1.2 | Elect Director Jane Okun Bomba | Management | For | For |
| 1.3 | Elect Director William Cornog | Management | For | For |
| 1.4 | Elect Director Frank Lopez | Management | For | For |
| 1.5 | Elect Director Andrew V. Masterman | Management | For | For |
| 1.6 | Elect Director Paul E. Raether | Management | For | For |
| 1.7 | Elect Director Richard W. Roedel | Management | For | For |
| 1.8 | Elect Director Mara Swan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Provide for the Elimination or Limitation of Monetary Liability of Specified Executive Officers for Breach of the Duty Care | Management | For | For |
| BUILDERS FIRSTSOURCE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BLDR
SECURITY ID: 12008R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul S. Levy | Management | For | For |
| 1.2 | Elect Director Cory J. Boydston | Management | For | For |
| 1.3 | Elect Director James O'Leary | Management | For | For |
| 1.4 | Elect Director Craig A. Steinke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Short, Medium, and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | Against |
| BWX TECHNOLOGIES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BWXT
SECURITY ID: 05605H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Gerhard F. Burbach | Management | For | For |
| 1c | Elect Director Rex D. Geveden | Management | For | For |
| 1d | Elect Director James M. Jaska | Management | For | For |
| 1e | Elect Director Kenneth J. Krieg | Management | For | For |
| 1f | Elect Director Leland D. Melvin | Management | For | For |
| 1g | Elect Director Robert L. Nardelli | Management | For | For |
| 1h | Elect Director Barbara A. Niland | Management | For | For |
| 1i | Elect Director John M. Richardson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| C.H. ROBINSON WORLDWIDE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CHRW
SECURITY ID: 12541W209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott P. Anderson | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Kermit R. Crawford | Management | For | For |
| 1d | Elect Director Timothy C. Gokey | Management | For | For |
| 1e | Elect Director Mark A. Goodburn | Management | For | For |
| 1f | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1g | Elect Director Jodee A. Kozlak | Management | For | For |
| 1h | Elect Director Henry J. Maier | Management | For | For |
| 1i | Elect Director James B. Stake | Management | For | For |
| 1j | Elect Director Paula C. Tolliver | Management | For | For |
| 1k | Elect Director Henry W. 'Jay' Winship | 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 |
| CACI INTERNATIONAL INC
MEETING DATE: OCT 20, 2022 |
||||
|
TICKER: CACI
SECURITY ID: 127190304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael A. Daniels | Management | For | For |
| 1b | Elect Director Lisa S. Disbrow | Management | For | For |
| 1c | Elect Director Susan M. Gordon | Management | For | For |
| 1d | Elect Director William L. Jews | Management | For | For |
| 1e | Elect Director Gregory G. Johnson | Management | For | For |
| 1f | Elect Director Ryan D. McCarthy | Management | For | For |
| 1g | Elect Director John S. Mengucci | Management | For | For |
| 1h | Elect Director Philip O. Nolan | Management | For | For |
| 1i | Elect Director James L. Pavitt | Management | For | For |
| 1j | Elect Director Debora A. Plunkett | Management | For | For |
| 1k | Elect Director William S. Wallace | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CADRE HOLDINGS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: CDRE
SECURITY ID: 12763L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren B. Kanders | Management | For | For |
| 1.2 | Elect Director Nicholas Sokolow | Management | For | Withhold |
| 1.3 | Elect Director William Quigley | Management | For | For |
| 1.4 | Elect Director Hamish Norton | Management | For | For |
| 1.5 | Elect Director Deborah A. DeCotis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| CARLISLE COMPANIES INCORPORATED
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CSL
SECURITY ID: 142339100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert G. Bohn | Management | For | For |
| 1b | Elect Director Gregg A. Ostrander | Management | For | For |
| 1c | Elect Director Jesse G. Singh | 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 |
| CARRIER GLOBAL CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: CARR
SECURITY ID: 14448C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean-Pierre Garnier | Management | For | For |
| 1b | Elect Director David L. Gitlin | Management | For | For |
| 1c | Elect Director John J. Greisch | Management | For | For |
| 1d | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1e | Elect Director Michael M. McNamara | Management | For | For |
| 1f | Elect Director Susan N. Story | Management | For | For |
| 1g | Elect Director Michael A. Todman | Management | For | For |
| 1h | Elect Director Virginia M. Wilson | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | 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 | Require Independent Board Chairman | Shareholder | Against | Against |
| CASELLA WASTE SYSTEMS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CWST
SECURITY ID: 147448104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael L. Battles | Management | For | For |
| 1.2 | Elect Director Joseph G. Doody | Management | For | For |
| 1.3 | Elect Director Emily Nagle Green | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify RSM US LLP as Auditors | Management | For | For |
| CATERPILLAR INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: CAT
SECURITY ID: 149123101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CBIZ, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CBZ
SECURITY ID: 124805102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard T. Marabito | Management | For | For |
| 1.2 | Elect Director Rodney A. Young | Management | For | For |
| 1.3 | Elect Director Benaree Pratt Wiley | 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 |
| CHARGEPOINT HOLDINGS, INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: CHPT
SECURITY ID: 15961R105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Harris | Management | For | For |
| 1.2 | Elect Director Susan Heystee | Management | For | For |
| 1.3 | Elect Director G. Richard Wagoner, Jr. | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHART INDUSTRIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: GTLS
SECURITY ID: 16115Q308
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jillian C. Evanko | Management | For | For |
| 1.2 | Elect Director Andrew R. Cichocki | Management | For | For |
| 1.3 | Elect Director Paula M. Harris | Management | For | For |
| 1.4 | Elect Director Linda A. Harty | Management | For | For |
| 1.5 | Elect Director Paul E. Mahoney | Management | For | For |
| 1.6 | Elect Director Singleton B. McAllister | Management | For | For |
| 1.7 | Elect Director Michael L. Molinini | Management | For | For |
| 1.8 | Elect Director David M. Sagehorn | Management | For | For |
| 1.9 | Elect Director Spencer S. Stiles | Management | For | For |
| 1.10 | Elect Director Roger A. Strauch | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CIMPRESS PLC
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: CMPR
SECURITY ID: G2143T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Robert S. Keane | Management | For | For |
| 2 | Elect Director Scott J. Vassalluzzo | Management | For | Against |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify PricewaterhouseCoopers Ireland as Auditors | Management | For | For |
| 6 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| CINTAS CORPORATION
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: CTAS
SECURITY ID: 172908105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Todd M. Schneider | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Political Contributions | Shareholder | Against | For |
| CIRCOR INTERNATIONAL, INC.
MEETING DATE: OCT 04, 2022 |
||||
|
TICKER: CIR
SECURITY ID: 17273K109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Chapin | Management | For | For |
| 1b | Elect Director Tina M. Donikowski | Management | For | For |
| 1c | Elect Director Bruce Lisman | Management | For | For |
| 1d | Elect Director Helmuth Ludwig | Management | For | For |
| 1e | Elect Director John (Andy) O'Donnell | Management | For | For |
| 1f | Elect Director Jill D. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CLARIVATE PLC
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CLVT
SECURITY ID: G21810109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Snyder | Management | For | For |
| 1b | Elect Director Jonathan Gear | Management | For | For |
| 1c | Elect Director Valeria Alberola | Management | For | For |
| 1d | Elect Director Michael Angelakis | Management | For | For |
| 1e | Elect Director Jane Okun Bomba | Management | For | For |
| 1f | Elect Director Usama N. Cortas | Management | For | For |
| 1g | Elect Director Adam T. Levyn | Management | For | For |
| 1h | Elect Director Anthony Munk | Management | For | For |
| 1i | Elect Director Richard W. Roedel | Management | For | For |
| 1j | Elect Director Saurabh Saha | Management | For | For |
| 1k | Elect Director Wendell Pritchett | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CLEAN HARBORS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: CLH
SECURITY ID: 184496107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward G. Galante | Management | For | For |
| 1.2 | Elect Director Alison A. Quirk | Management | For | For |
| 1.3 | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1.4 | Elect Director John R. Welch | 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 |
| COLUMBUS MCKINNON CORPORATION
MEETING DATE: JUL 18, 2022 |
||||
|
TICKER: CMCO
SECURITY ID: 199333105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard H. Fleming | Management | For | For |
| 1.2 | Elect Director David J. Wilson | Management | For | For |
| 1.3 | Elect Director Liam G. McCarthy | Management | For | For |
| 1.4 | Elect Director Heath A. Mitts | Management | For | For |
| 1.5 | Elect Director Kathryn V. Roedel | Management | For | For |
| 1.6 | Elect Director Aziz S. Aghili | Management | For | For |
| 1.7 | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1.8 | Elect Director Michael Dastoor | Management | For | For |
| 1.9 | Elect Director Chad R. Abraham | Management | For | For |
| 1.10 | Elect Director Gerald G. Colella | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COLUMBUS MCKINNON CORPORATION
MEETING DATE: OCT 17, 2022 |
||||
|
TICKER: CMCO
SECURITY ID: 199333105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Certificate of Incorporation to Remove Requirement for Board Size | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| COMFORT SYSTEMS USA, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FIX
SECURITY ID: 199908104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darcy G. Anderson | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Brian E. Lane | Management | For | For |
| 1.4 | Elect Director Pablo G. Mercado | Management | For | For |
| 1.5 | Elect Director Franklin Myers | Management | For | For |
| 1.6 | Elect Director William J. Sandbrook | Management | For | For |
| 1.7 | Elect Director Constance E. Skidmore | Management | For | For |
| 1.8 | Elect Director Vance W. Tang | Management | For | For |
| 1.9 | Elect Director Cindy L. Wallis-Lage | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CONSTRUCTION PARTNERS, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: ROAD
SECURITY ID: 21044C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Jennings | Management | For | For |
| 1b | Elect Director Mark R. Matteson | Management | For | Withhold |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | Against |
| COPART, INC.
MEETING DATE: OCT 31, 2022 |
||||
|
TICKER: CPRT
SECURITY ID: 217204106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| COPART, INC.
MEETING DATE: DEC 02, 2022 |
||||
|
TICKER: CPRT
SECURITY ID: 217204106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Willis J. Johnson | Management | For | For |
| 1.2 | Elect Director A. Jayson Adair | Management | For | For |
| 1.3 | Elect Director Matt Blunt | Management | For | For |
| 1.4 | Elect Director Steven D. Cohan | Management | For | Against |
| 1.5 | Elect Director Daniel J. Englander | Management | For | Against |
| 1.6 | Elect Director James E. Meeks | Management | For | For |
| 1.7 | Elect Director Thomas N. Tryforos | Management | For | For |
| 1.8 | Elect Director Diane M. Morefield | Management | For | For |
| 1.9 | Elect Director Stephen Fisher | Management | For | For |
| 1.10 | Elect Director Cherylyn Harley LeBon | Management | For | For |
| 1.11 | Elect Director Carl D. Sparks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CORE & MAIN, INC.
MEETING DATE: JUL 19, 2022 |
||||
|
TICKER: CNM
SECURITY ID: 21874C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James G. Berges | Management | For | For |
| 1.2 | Elect Director Dennis G. Gipson | Management | For | For |
| 1.3 | Elect Director Stephen O. LeClair | Management | For | For |
| 1.4 | Elect Director Nathan K. Sleeper | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CORE & MAIN, INC.
MEETING DATE: JUN 28, 2023 |
||||
|
TICKER: CNM
SECURITY ID: 21874C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bhavani Amirthalingam | Management | For | For |
| 1.2 | Elect Director Orvin T. Kimbrough | Management | For | For |
| 1.3 | Elect Director Margaret M. Newman | Management | For | For |
| 1.4 | Elect Director Ian A. Rorick | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CORECIVIC, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CXW
SECURITY ID: 21871N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Alvarado | Management | For | For |
| 1b | Elect Director Robert J. Dennis | Management | For | For |
| 1c | Elect Director Mark A. Emkes | Management | For | For |
| 1d | Elect Director Damon T. Hininger | Management | For | For |
| 1e | Elect Director Stacia A. Hylton | Management | For | For |
| 1f | Elect Director Harley G. Lappin | Management | For | For |
| 1g | Elect Director Anne L. Mariucci | Management | For | For |
| 1h | Elect Director Thurgood Marshall, Jr. | Management | For | For |
| 1i | Elect Director Devin I. Murphy | Management | For | For |
| 1j | Elect Director John R. Prann, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COSTAR GROUP, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CSGP
SECURITY ID: 22160N109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael R. Klein | Management | For | For |
| 1b | Elect Director Andrew C. Florance | Management | For | For |
| 1c | Elect Director Michael J. Glosserman | Management | For | For |
| 1d | Elect Director John W. Hill | Management | For | For |
| 1e | Elect Director Laura Cox Kaplan | Management | For | For |
| 1f | Elect Director Robert W. Musslewhite | Management | For | For |
| 1g | Elect Director Christopher J. Nassetta | Management | For | For |
| 1h | Elect Director Louise S. Sams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| COVENANT LOGISTICS GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CVLG
SECURITY ID: 22284P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David R. Parker | Management | For | For |
| 1.2 | Elect Director Benjamin S. Carson, Sr. | Management | For | For |
| 1.3 | Elect Director Joey B. Hogan | Management | For | For |
| 1.4 | Elect Director D. Michael Kramer | Management | For | For |
| 1.5 | Elect Director Bradley A. Moline | Management | For | Withhold |
| 1.6 | Elect Director Rachel Parker-Hatchett | Management | For | For |
| 1.7 | Elect Director Tracy L. Rosser | Management | For | For |
| 1.8 | Elect Director Herbert J. Schmidt | Management | For | Withhold |
| 1.9 | Elect Director W. Miller Welborn | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| CRA INTERNATIONAL, INC.
MEETING DATE: JUL 19, 2022 |
||||
|
TICKER: CRAI
SECURITY ID: 12618T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul Maleh | Management | For | For |
| 1.2 | Elect Director Thomas Avery | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CRANE NXT CO.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: CXT
SECURITY ID: 224441105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Dinkins | Management | For | For |
| 1.2 | Elect Director William Grogan | Management | For | For |
| 1.3 | Elect Director Cristen Kogl | Management | For | For |
| 1.4 | Elect Director Ellen McClain | Management | For | For |
| 1.5 | Elect Director Max H. Mitchell | Management | For | For |
| 1.6 | Elect Director Aaron W. Saak | Management | For | For |
| 1.7 | Elect Director John S. Stroup | Management | For | For |
| 1.8 | Elect Director James L. L. Tullis | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CSW INDUSTRIALS, INC.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: CSWI
SECURITY ID: 126402106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph B. Armes | Management | For | For |
| 1.2 | Elect Director Michael R. Gambrell | Management | For | For |
| 1.3 | Elect Director Bobby Griffin | Management | For | For |
| 1.4 | Elect Director Terry L. Johnston | Management | For | For |
| 1.5 | Elect Director Linda A. Livingstone | Management | For | For |
| 1.6 | Elect Director Anne B. Motsenbocker | Management | For | For |
| 1.7 | Elect Director Robert M. Swartz | Management | For | For |
| 1.8 | Elect Director J. Kent Sweezey | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CSX CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CSX
SECURITY ID: 126408103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Alvarado | Management | For | For |
| 1b | Elect Director Thomas P. Bostick | Management | For | For |
| 1c | Elect Director Steven T. Halverson | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Joseph R. Hinrichs | Management | For | For |
| 1f | Elect Director David M. Moffett | Management | For | For |
| 1g | Elect Director Linda H. Riefler | Management | For | Against |
| 1h | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1i | Elect Director James L. Wainscott | Management | For | For |
| 1j | Elect Director J. Steven Whisler | Management | For | For |
| 1k | Elect Director John J. Zillmer | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CUMMINS INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: CMI
SECURITY ID: 231021106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Jennifer W. Rumsey | Management | For | For |
| 3 | Elect Director Gary L. Belske | Management | For | For |
| 4 | Elect Director Robert J. Bernhard | Management | For | For |
| 5 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 6 | Elect Director Stephen B. Dobbs | Management | For | For |
| 7 | Elect Director Carla A. Harris | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Kimberly A. Nelson | Management | For | For |
| 12 | Elect Director Karen H. Quintos | Management | For | For |
| 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 14 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 15 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 17 | Require Independent Board Chairman | Shareholder | Against | Against |
| 18 | Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals | Shareholder | Against | Against |
| CURTISS-WRIGHT CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CW
SECURITY ID: 231561101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lynn M. Bamford | Management | For | For |
| 1.2 | Elect Director Dean M. Flatt | Management | For | For |
| 1.3 | Elect Director S. Marce Fuller | Management | For | For |
| 1.4 | Elect Director Bruce D. Hoechner | Management | For | For |
| 1.5 | Elect Director Glenda J. Minor | Management | For | For |
| 1.6 | Elect Director Anthony J. Moraco | Management | For | For |
| 1.7 | Elect Director William F. Moran | Management | For | For |
| 1.8 | Elect Director Robert J. Rivet | Management | For | For |
| 1.9 | Elect Director Peter C. Wallace | Management | For | For |
| 1.10 | Elect Director Larry D. Wyche | 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 |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DEERE & COMPANY
MEETING DATE: FEB 22, 2023 |
||||
|
TICKER: DE
SECURITY ID: 244199105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DELTA AIR LINES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: DAL
SECURITY ID: 247361702
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward H. Bastian | Management | For | For |
| 1b | Elect Director Greg Creed | Management | For | For |
| 1c | Elect Director David G. DeWalt | Management | For | For |
| 1d | Elect Director William H. Easter, III | Management | For | For |
| 1e | Elect Director Leslie D. Hale | Management | For | For |
| 1f | Elect Director Christopher A. Hazleton | Management | For | For |
| 1g | Elect Director Michael P. Huerta | Management | For | For |
| 1h | Elect Director Jeanne P. Jackson | Management | For | For |
| 1i | Elect Director George N. Mattson | Management | For | For |
| 1j | Elect Director Vasant M. Prabhu | Management | For | For |
| 1k | Elect Director Sergio A. L. Rial | Management | For | For |
| 1l | Elect Director David S. Taylor | Management | For | For |
| 1m | Elect Director Kathy N. Waller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| DELUXE CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: DLX
SECURITY ID: 248019101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William C. Cobb | Management | For | For |
| 1.2 | Elect Director Paul R. Garcia | Management | For | For |
| 1.3 | Elect Director Cheryl E. Mayberry McKissack | Management | For | For |
| 1.4 | Elect Director Barry C. McCarthy | Management | For | For |
| 1.5 | Elect Director Don J. McGrath | Management | For | For |
| 1.6 | Elect Director Thomas J. Reddin | Management | For | For |
| 1.7 | Elect Director Martyn R. Redgrave | Management | For | For |
| 1.8 | Elect Director John L. Stauch | Management | For | For |
| 1.9 | Elect Director Telisa L. Yancy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DESKTOP METAL, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DM
SECURITY ID: 25058X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Ric Fulop | Management | For | For |
| 1B | Elect Director Scott Dussault | 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 |
| DISTRIBUTION SOLUTIONS GROUP, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: DSGR
SECURITY ID: 520776105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew B. Albert | Management | For | Withhold |
| 1.2 | Elect Director I. Steven Edelson | Management | For | For |
| 1.3 | Elect Director Lee S. Hillman | Management | For | For |
| 1.4 | Elect Director J. Bryan King | Management | For | For |
| 1.5 | Elect Director Mark F. Moon | Management | For | For |
| 1.6 | Elect Director Bianca A. Rhodes | Management | For | For |
| 1.7 | Elect Director M. Bradley Wallace | Management | For | For |
| 1.8 | Elect Director Robert S. Zamarripa | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DONALDSON COMPANY, INC.
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: DCI
SECURITY ID: 257651109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas A. Milroy | Management | For | For |
| 1.2 | Elect Director Willard D. Oberton | Management | For | For |
| 1.3 | Elect Director Richard M. Olson | Management | For | For |
| 1.4 | Elect Director Jacinth C. Smiley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DOUGLAS DYNAMICS, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: PLOW
SECURITY ID: 25960R105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joher Akolawala | Management | For | For |
| 1.2 | Elect Director James L. Janik | 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 |
| DOVER CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: DOV
SECURITY ID: 260003108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Deborah L. DeHaas | Management | For | For |
| 1b | Elect Director H. John Gilbertson, Jr. | Management | For | For |
| 1c | Elect Director Kristiane C. Graham | Management | For | For |
| 1d | Elect Director Michael F. Johnston | Management | For | For |
| 1e | Elect Director Michael Manley | Management | For | For |
| 1f | Elect Director Eric A. Spiegel | Management | For | For |
| 1g | Elect Director Richard J. Tobin | Management | For | For |
| 1h | Elect Director Stephen M. Todd | Management | For | For |
| 1i | Elect Director Keith E. Wandell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DRIVEN BRANDS HOLDINGS INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: DRVN
SECURITY ID: 26210V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chadwick (Chad) Hume | Management | For | For |
| 1.2 | Elect Director Karen Stroup | Management | For | For |
| 1.3 | Elect Director Peter Swinburn | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DUCOMMUN INCORPORATED
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: DCO
SECURITY ID: 264147109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard A. Baldridge | Management | For | For |
| 1.2 | Elect Director Stephen G. Oswald | Management | For | For |
| 1.3 | Elect Director Samara A. Strycker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DUN & BRADSTREET HOLDINGS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: DNB
SECURITY ID: 26484T106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen R. Alemany | Management | For | For |
| 1.2 | Elect Director Douglas K. Ammerman | Management | For | For |
| 1.3 | Elect Director Chinh E. Chu | Management | For | For |
| 1.4 | Elect Director William P. Foley, II | Management | For | For |
| 1.5 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.6 | Elect Director Anthony M. Jabbour | Management | For | For |
| 1.7 | Elect Director Keith J. Jackson | Management | For | For |
| 1.8 | Elect Director Richard N. Massey | Management | For | Withhold |
| 1.9 | Elect Director James A. Quella | Management | For | For |
| 1.10 | Elect Director Ganesh B. Rao | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| DXP ENTERPRISES, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: DXPE
SECURITY ID: 233377407
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David R. Little | Management | For | For |
| 1.2 | Elect Director Kent Yee | Management | For | For |
| 1.3 | Elect Director Joseph R. Mannes | Management | For | For |
| 1.4 | Elect Director Timothy P. Halter | Management | For | For |
| 1.5 | Elect Director David Patton | Management | For | For |
| 1.6 | Elect Director Karen Hoffman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Articles of Incorporation | Management | For | For |
| DYCOM INDUSTRIES INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: DY
SECURITY ID: 267475101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter T. Pruitt, Jr. | Management | For | For |
| 1b | Elect Director Laurie J. Thomsen | 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 Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EAGLE BULK SHIPPING INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: EGLE
SECURITY ID: Y2187A150
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Leand, Jr. | Management | For | For |
| 1.2 | Elect Director A. Kate Blankenship | Management | For | For |
| 1.3 | Elect Director Randee E. Day | Management | For | For |
| 1.4 | Elect Director Justin A. Knowles | Management | For | For |
| 1.5 | Elect Director Bart Veldhuizen | Management | For | For |
| 1.6 | Elect Director Gary Vogel | Management | For | For |
| 1.7 | Elect Director Gary Weston | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP 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 |
| EATON CORPORATION PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ETN
SECURITY ID: G29183103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Arnold | Management | For | For |
| 1b | Elect Director Olivier Leonetti | Management | For | For |
| 1c | Elect Director Silvio Napoli | Management | For | For |
| 1d | Elect Director Gregory R. Page | Management | For | For |
| 1e | Elect Director Sandra Pianalto | Management | For | For |
| 1f | Elect Director Robert V. Pragada | Management | For | For |
| 1g | Elect Director Lori J. Ryerkerk | Management | For | For |
| 1h | Elect Director Gerald B. Smith | Management | For | For |
| 1i | Elect Director Dorothy C. Thompson | Management | For | For |
| 1j | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorize Issue of Equity with Pre-emptive Rights | Management | For | For |
| 6 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Share Repurchase of Issued Share Capital | Management | For | For |
| EMCOR GROUP, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EME
SECURITY ID: 29084Q100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John W. Altmeyer | Management | For | For |
| 1b | Elect Director Anthony J. Guzzi | Management | For | For |
| 1c | Elect Director Ronald L. Johnson | Management | For | For |
| 1d | Elect Director Carol P. Lowe | Management | For | For |
| 1e | Elect Director M. Kevin McEvoy | Management | For | For |
| 1f | Elect Director William P. Reid | Management | For | For |
| 1g | Elect Director Steven B. Schwarzwaelder | Management | For | For |
| 1h | Elect Director Robin Walker-Lee | Management | For | For |
| 1i | Elect Director Rebecca Ann Weyenberg | 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 | Change Range for Size of the Board | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Claims | Management | For | For |
| 7 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| EMERSON ELECTRIC CO.
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: EMR
SECURITY ID: 291011104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin S. Craighead | Management | For | For |
| 1b | Elect Director Gloria A. Flach | Management | For | For |
| 1c | Elect Director Matthew S. Levatich | 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 |
| ENCORE WIRE CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: WIRE
SECURITY ID: 292562105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel L. Jones | Management | For | For |
| 1.2 | Elect Director Gina A. Norris | Management | For | For |
| 1.3 | Elect Director William R. Thomas | Management | For | For |
| 1.4 | Elect Director W. Kelvin Walker | Management | For | For |
| 1.5 | Elect Director Scott D. Weaver | Management | For | For |
| 1.6 | Elect Director John H. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ENERGY RECOVERY, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: ERII
SECURITY ID: 29270J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander J. Buehler | Management | For | For |
| 1.2 | Elect Director Joan K. Chow | Management | For | For |
| 1.3 | Elect Director Arve Hanstveit | Management | For | For |
| 1.4 | Elect Director Robert Yu Lang Mao | Management | For | For |
| 1.5 | Elect Director Pamela L. Tondreau | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENERGY VAULT HOLDINGS, INC.
MEETING DATE: DEC 20, 2022 |
||||
|
TICKER: NRGV
SECURITY ID: 29280W109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary Beth Mandanas | Management | For | For |
| 1b | Elect Director Larry Paulson | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| ENERGY VAULT HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: NRGV
SECURITY ID: 29280W109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Theresa Fariello | Management | For | For |
| 1b | Elect Director Thomas Ertel | Management | For | For |
| 1c | Elect Director Tahsinul Zia Huque | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| ENERPAC TOOL GROUP CORP.
MEETING DATE: FEB 03, 2023 |
||||
|
TICKER: EPAC
SECURITY ID: 292765104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alfredo Altavilla | Management | For | For |
| 1.2 | Elect Director Judy L. Altmaier | Management | For | For |
| 1.3 | Elect Director J. Palmer Clarkson | Management | For | For |
| 1.4 | Elect Director Danny L. Cunningham | Management | For | For |
| 1.5 | Elect Director E. James Ferland | Management | For | For |
| 1.6 | Elect Director Richard D. Holder | Management | For | For |
| 1.7 | Elect Director Lynn C. Minella | Management | For | For |
| 1.8 | Elect Director Sidney S. Simmons | Management | For | For |
| 1.9 | Elect Director Paul E. Sternlieb | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ENERSYS
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: ENS
SECURITY ID: 29275Y102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Howard I. Hoffen | Management | For | For |
| 1.2 | Elect Director David M. Shaffer | Management | For | For |
| 1.3 | Elect Director Ronald P. Vargo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ENNIS, INC.
MEETING DATE: JUL 14, 2022 |
||||
|
TICKER: EBF
SECURITY ID: 293389102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John R. Blind | Management | For | For |
| 1.2 | Elect Director Barbara T. Clemens | Management | For | For |
| 1.3 | Elect Director Michael J. Schaefer | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Other Business | Management | For | Against |
| ENOVIX CORPORATION
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ENVX
SECURITY ID: 293594107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thurman J. "T.J." Rodgers | Management | For | For |
| 1b | Elect Director Betsy Atkins | Management | For | For |
| 1c | Elect Director Pegah Ebrahimi | Management | For | For |
| 1d | Elect Director Emmanuel T. Hernandez | Management | For | For |
| 1e | Elect Director Gregory Reichow | Management | For | For |
| 1f | Elect Director Raj Talluri | 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 |
| ENPRO INDUSTRIES, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: NPO
SECURITY ID: 29355X107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric A. Vaillancourt | Management | For | For |
| 1.2 | Elect Director William Abbey | Management | For | For |
| 1.3 | Elect Director Thomas M. Botts | Management | For | For |
| 1.4 | Elect Director Felix M. Brueck | Management | For | For |
| 1.5 | Elect Director Adele M. Gulfo | Management | For | For |
| 1.6 | Elect Director David L. Hauser | Management | For | For |
| 1.7 | Elect Director John Humphrey | Management | For | For |
| 1.8 | Elect Director Ronald C. Keating | Management | For | For |
| 1.9 | Elect Director Judith A. Reinsdorf | Management | For | For |
| 1.10 | Elect Director Kees van der Graaf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| EQUIFAX INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: EFX
SECURITY ID: 294429105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark W. Begor | Management | For | For |
| 1b | Elect Director Mark L. Feidler | Management | For | For |
| 1c | Elect Director Karen L. Fichuk | Management | For | For |
| 1d | Elect Director G. Thomas Hough | Management | For | For |
| 1e | Elect Director Robert D. Marcus | Management | For | For |
| 1f | Elect Director Scott A. McGregor | Management | For | For |
| 1g | Elect Director John A. McKinley | Management | For | For |
| 1h | Elect Director Melissa D. Smith | Management | For | For |
| 1i | Elect Director Audrey Boone Tillman | Management | For | For |
| 1j | Elect Director Heather H. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| ESAB CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ESAB
SECURITY ID: 29605J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mitchell P. Rales | Management | For | For |
| 1b | Elect Director Stephanie M. Phillipps | Management | For | For |
| 1c | Elect Director Didier Teirlinck | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ESCO TECHNOLOGIES INC.
MEETING DATE: FEB 03, 2023 |
||||
|
TICKER: ESE
SECURITY ID: 296315104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick M. Dewar | Management | For | For |
| 1.2 | Elect Director Vinod M. Khilnani | Management | For | For |
| 1.3 | Elect Director Robert J. Phillippy | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ESS TECH, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: GWH
SECURITY ID: 26916J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandeep Nijhawan | Management | For | For |
| 1b | Elect Director Kyle Teamey | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| EVOQUA WATER TECHNOLOGIES CORP.
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: AQUA
SECURITY ID: 30057T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ron C. Keating | Management | For | For |
| 1.2 | Elect Director Martin J. Lamb | Management | For | For |
| 1.3 | Elect Director Peter M. Wilver | 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 |
| EVOQUA WATER TECHNOLOGIES CORP.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AQUA
SECURITY ID: 30057T105
|
||||
| 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 |
| EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: EXPD
SECURITY ID: 302130109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn M. Alger | Management | For | For |
| 1.2 | Elect Director Robert P. Carlile | Management | For | For |
| 1.3 | Elect Director James M. DuBois | Management | For | For |
| 1.4 | Elect Director Mark A. Emmert | Management | For | For |
| 1.5 | Elect Director Diane H. Gulyas | Management | For | For |
| 1.6 | Elect Director Jeffrey S. Musser | Management | For | For |
| 1.7 | Elect Director Brandon S. Pedersen | Management | For | For |
| 1.8 | Elect Director Liane J. Pelletier | Management | For | For |
| 1.9 | Elect Director Olivia D. Polius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| EXPONENT, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EXPO
SECURITY ID: 30214U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George H. Brown | Management | For | For |
| 1.2 | Elect Director Catherine Ford Corrigan | Management | For | For |
| 1.3 | Elect Director Paul R. Johnston | Management | For | For |
| 1.4 | Elect Director Carol Lindstrom | Management | For | For |
| 1.5 | Elect Director Karen A. Richardson | Management | For | For |
| 1.6 | Elect Director Debra L. Zumwalt | 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 |
| FASTENAL COMPANY
MEETING DATE: APR 22, 2023 |
||||
|
TICKER: FAST
SECURITY ID: 311900104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott A. Satterlee | Management | For | For |
| 1b | Elect Director Michael J. Ancius | Management | For | For |
| 1c | Elect Director Stephen L. Eastman | Management | For | For |
| 1d | Elect Director Daniel L. Florness | Management | For | For |
| 1e | Elect Director Rita J. Heise | Management | For | For |
| 1f | Elect Director Hsenghung Sam Hsu | Management | For | For |
| 1g | Elect Director Daniel L. Johnson | Management | For | For |
| 1h | Elect Director Nicholas J. Lundquist | Management | For | For |
| 1i | Elect Director Sarah N. Nielsen | Management | For | For |
| 1j | Elect Director Reyne K. Wisecup | 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 |
| FEDERAL SIGNAL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FSS
SECURITY ID: 313855108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene J. Lowe, III | Management | For | For |
| 1.2 | Elect Director Dennis J. Martin | Management | For | For |
| 1.3 | Elect Director Bill Owens | Management | For | For |
| 1.4 | Elect Director Shashank Patel | Management | For | For |
| 1.5 | Elect Director Brenda L. Reichelderfer | Management | For | For |
| 1.6 | Elect Director Jennifer L. Sherman | Management | For | For |
| 1.7 | Elect Director John L. Workman | 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 |
| FEDEX CORPORATION
MEETING DATE: SEP 19, 2022 |
||||
|
TICKER: FDX
SECURITY ID: 31428X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marvin R. Ellison | Management | For | For |
| 1b | Elect Director Stephen E. Gorman | Management | For | For |
| 1c | Elect Director Susan Patricia Griffith | Management | For | For |
| 1d | Elect Director Kimberly A. Jabal | Management | For | For |
| 1e | Elect Director Amy B. Lane | Management | For | For |
| 1f | Elect Director R. Brad Martin | Management | For | For |
| 1g | Elect Director Nancy A. Norton | Management | For | For |
| 1h | Elect Director Frederick P. Perpall | Management | For | For |
| 1i | Elect Director Joshua Cooper Ramo | Management | For | For |
| 1j | Elect Director Susan C. Schwab | Management | For | For |
| 1k | Elect Director Frederick W. Smith | Management | For | For |
| 1l | Elect Director David P. Steiner | Management | For | For |
| 1m | Elect Director Rajesh Subramaniam | Management | For | For |
| 1n | Elect Director V. James Vena | Management | For | For |
| 1o | Elect Director Paul S. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Alignment Between Company Values and Electioneering Contributions | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Racism in Corporate Culture | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | Against | Against |
| FIRST ADVANTAGE CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FA
SECURITY ID: 31846B108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James L. Clark | Management | For | For |
| 1.2 | Elect Director Bridgett R. Price | Management | For | For |
| 1.3 | Elect Director Bianca Stoica | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FLOWSERVE CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: FLS
SECURITY ID: 34354P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Scott Rowe | Management | For | For |
| 1b | Elect Director Sujeet Chand | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Gayla J. Delly | Management | For | For |
| 1e | Elect Director John R. Friedery | Management | For | For |
| 1f | Elect Director John L. Garrison | Management | For | For |
| 1g | Elect Director Michael C. McMurray | Management | For | For |
| 1h | Elect Director Thomas B. Okray | Management | For | For |
| 1i | Elect Director David E. Roberts | Management | For | For |
| 1j | Elect Director Kenneth I. Siegel | Management | For | For |
| 1k | Elect Director Carlyn R. Taylor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| FLUENCE ENERGY, INC.
MEETING DATE: MAR 20, 2023 |
||||
|
TICKER: FLNC
SECURITY ID: 34379V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cynthia Arnold | Management | For | For |
| 1.2 | Elect Director Herman Bulls | Management | For | For |
| 1.3 | Elect Director Emma Falck | Management | For | For |
| 1.4 | Elect Director Ricardo Falu | Management | For | For |
| 1.5 | Elect Director Elizabeth Fessenden | Management | For | For |
| 1.6 | Elect Director Harald von Heynitz | Management | For | For |
| 1.7 | Elect Director Barbara Humpton | Management | For | Withhold |
| 1.8 | Elect Director Axel Meier | Management | For | For |
| 1.9 | Elect Director Tish Mendoza | Management | For | For |
| 1.10 | Elect Director Julian Nebreda | Management | For | For |
| 1.11 | Elect Director John Christopher Shelton | Management | For | For |
| 1.12 | Elect Director Simon James Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FLUOR CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: FLR
SECURITY ID: 343412102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Alan M. Bennett | Management | For | For |
| 1B | Elect Director Rosemary T. Berkery | Management | For | For |
| 1C | Elect Director David E. Constable | Management | For | For |
| 1D | Elect Director H. Paulett Eberhart | Management | For | For |
| 1E | Elect Director James T. Hackett | Management | For | For |
| 1F | Elect Director Thomas C. Leppert | Management | For | For |
| 1G | Elect Director Teri P. McClure | Management | For | For |
| 1H | Elect Director Armando J. Olivera | Management | For | For |
| 1I | Elect Director Matthew K. Rose | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FORRESTER RESEARCH, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FORR
SECURITY ID: 346563109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Boyce | Management | For | For |
| 1.2 | Elect Director Neil Bradford | Management | For | For |
| 1.3 | Elect Director George F. Colony | Management | For | For |
| 1.4 | Elect Director Anthony Friscia | Management | For | For |
| 1.5 | Elect Director Robert M. Galford | Management | For | For |
| 1.6 | Elect Director Warren Romine | Management | For | For |
| 1.7 | Elect Director Gretchen G. Teichgraeber | Management | For | For |
| 1.8 | Elect Director Yvonne Wassenaar | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FORTIVE CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FTV
SECURITY ID: 34959J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric Branderiz | Management | For | For |
| 1b | Elect Director Daniel L. Comas | Management | For | For |
| 1c | Elect Director Sharmistha Dubey | Management | For | For |
| 1d | Elect Director Rejji P. Hayes | Management | For | For |
| 1e | Elect Director Wright Lassiter, III | Management | For | For |
| 1f | Elect Director James A. Lico | Management | For | For |
| 1g | Elect Director Kate D. Mitchell | Management | For | For |
| 1h | Elect Director Jeannine Sargent | Management | For | For |
| 1i | Elect Director Alan G. Spoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| FORTUNE BRANDS INNOVATIONS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FBIN
SECURITY ID: 34964C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicholas I. Fink | Management | For | For |
| 1b | Elect Director A. D. David Mackay | Management | For | For |
| 1c | Elect Director Stephanie Pugliese | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Provide for Exculpation of Officers | Management | For | For |
| FORWARD AIR CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FWRD
SECURITY ID: 349853101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald W. Allen | Management | For | For |
| 1.2 | Elect Director Ana B. Amicarella | Management | For | For |
| 1.3 | Elect Director Valerie A. Bonebrake | Management | For | For |
| 1.4 | Elect Director C. Robert Campbell | Management | For | For |
| 1.5 | Elect Director R. Craig Carlock | Management | For | For |
| 1.6 | Elect Director G. Michael Lynch | Management | For | For |
| 1.7 | Elect Director George S. Mayes, Jr. | Management | For | For |
| 1.8 | Elect Director Chitra Nayak | Management | For | For |
| 1.9 | Elect Director Scott M. Niswonger | Management | For | For |
| 1.10 | Elect Director Javier Polit | Management | For | For |
| 1.11 | Elect Director Thomas Schmitt | Management | For | For |
| 1.12 | Elect Director Laurie A. Tucker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FRANKLIN COVEY CO.
MEETING DATE: JAN 20, 2023 |
||||
|
TICKER: FC
SECURITY ID: 353469109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anne H. Chow | Management | For | For |
| 1.2 | Elect Director Craig Cuffie | Management | For | For |
| 1.3 | Elect Director Donald J. McNamara | Management | For | For |
| 1.4 | Elect Director Joel C. Peterson | Management | For | For |
| 1.5 | Elect Director Nancy Phillips | Management | For | For |
| 1.6 | Elect Director Derek C.M. van Bever | Management | For | For |
| 1.7 | Elect Director Robert A. Whitman | 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 |
| FRANKLIN ELECTRIC CO., INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: FELE
SECURITY ID: 353514102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Victor D. Grizzle | Management | For | For |
| 1b | Elect Director Alok Maskara | Management | For | For |
| 1c | Elect Director Thomas R. VerHage | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FREYR BATTERY SA
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: FREY
SECURITY ID: L4135L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Acknowledge Disclosure of Conflicts of Interest | Management | None | None |
| 2 | Approve Company to Enter Indemnification Agreements with Each Director | Management | For | For |
| 3 | Approve the 2023 Option Allocation | Management | For | Against |
| 4 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| 5 | Receive Auditor's Report (Non-Voting) | Management | None | None |
| 6 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 7 | Approve Standalone Financial Statements | Management | For | For |
| 8 | Approve Allocation of Income | Management | For | For |
| 9 | Approve Co-option of Jon Christian Thaulow as Director | Management | For | For |
| 10 | Approve Co-option of Jason Forcier as Director | Management | For | For |
| 11 | Approve Co-option of Daniel Steingart as Director | Management | For | For |
| 12 | Approve Co-option of Tom Einar Jensen as Director | Management | For | For |
| 13 | Approve Discharge of Directors | Management | For | For |
| 14 | Approve Remuneration of Directors | Management | For | For |
| 15 | Renew Appointment of PricewaterhouseCoopers as Auditor | Management | For | For |
| 16 | Reelect Directors | Management | For | Against |
| 17 | Approve Share Repurchase | Management | For | For |
| 18 | Ratify Omnibus Stock Plan | Management | For | Against |
| 19 | Approve Delegation of Powers | Management | For | For |
| 20 | Amend Articles - Article 9.1 | Management | For | For |
| 21 | Approve Increase in Authorized Share Capital and Amend Articles of Association | Management | For | Against |
| FRONTIER GROUP HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ULCC
SECURITY ID: 35909R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew S. Broderick | Management | For | For |
| 1b | Elect Director Bernard L. Han | Management | For | For |
| 1c | Elect Director Michael R. MacDonald | Management | For | For |
| 1d | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FTAI AVIATION LTD.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: FTAI
SECURITY ID: G3730V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph P. Adams, Jr. | Management | For | For |
| 1.2 | Elect Director Judith A. Hannaway | Management | For | For |
| 1.3 | Elect Director Martin Tuchman | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FTI CONSULTING, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: FCN
SECURITY ID: 302941109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda J. Bacon | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Elsy Boglioli | Management | For | For |
| 1d | Elect Director Claudio Costamagna | Management | For | For |
| 1e | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1f | Elect Director Steven H. Gunby | Management | For | For |
| 1g | Elect Director Gerard E. Holthaus | Management | For | For |
| 1h | Elect Director Stephen C. Robinson | Management | For | For |
| 1i | Elect Director Laureen E. Seeger | 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 |
| FUELCELL ENERGY, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: FCEL
SECURITY ID: 35952H601
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James H. England | Management | For | For |
| 1b | Elect Director Jason Few | Management | For | For |
| 1c | Elect Director Matthew F. Hilzinger | Management | For | For |
| 1d | Elect Director Natica von Althann | Management | For | For |
| 1e | Elect Director Cynthia Hansen | Management | For | For |
| 1f | Elect Director Donna Sims Wilson | Management | For | For |
| 1g | Elect Director Betsy Bingham | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GATES INDUSTRIAL CORPORATION PLC
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: GTES
SECURITY ID: G39108108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fredrik Eliasson | Management | For | For |
| 1b | Elect Director James W. Ireland, III | Management | For | For |
| 1c | Elect Director Ivo Jurek | Management | For | For |
| 1d | Elect Director Stephanie K. Mains | Management | For | For |
| 1e | Elect Director Seth A. Meisel | Management | For | For |
| 1f | Elect Director Wilson S. Neely | Management | For | For |
| 1g | Elect Director Neil P. Simpkins | Management | For | For |
| 1h | Elect Director Alicia L. Tillman | Management | For | For |
| 1i | Elect Director Molly P. Zhang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Appoint Deloitte & Touche LLP as Auditor | Management | For | For |
| 5 | Reappoint Deloitte LLP as UK Statutory Auditor | Management | For | For |
| 6 | Authorize Audit Committee to Fix Remuneration of UK Statutory Auditor | Management | For | For |
| GATX CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: GATX
SECURITY ID: 361448103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diane M. Aigotti | Management | For | For |
| 1.2 | Elect Director Anne L. Arvia | Management | For | For |
| 1.3 | Elect Director Robert C. Lyons | Management | For | For |
| 1.4 | Elect Director James B. Ream | Management | For | For |
| 1.5 | Elect Director Adam L. Stanley | Management | For | For |
| 1.6 | Elect Director David S. Sutherland | Management | For | For |
| 1.7 | Elect Director Stephen R. Wilson | Management | For | For |
| 1.8 | Elect Director Paul G. Yovovich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GENCO SHIPPING & TRADING LIMITED
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: GNK
SECURITY ID: Y2685T131
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James G. Dolphin | Management | For | For |
| 1.2 | Elect Director Kathleen C. Haines | Management | For | For |
| 1.3 | Elect Director Basil G. Mavroleon | Management | For | For |
| 1.4 | Elect Director Karin Y. Orsel | Management | For | For |
| 1.5 | Elect Director Arthur L. Regan | Management | For | For |
| 1.6 | Elect Director John C. Wobensmith | 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 |
| GENERAC HOLDINGS INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GNRC
SECURITY ID: 368736104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcia J. Avedon | Management | For | For |
| 1.2 | Elect Director Bennett J. Morgan | Management | For | For |
| 1.3 | Elect Director Dominick P. Zarcone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GENERAL DYNAMICS CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GD
SECURITY ID: 369550108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard D. Clarke | Management | For | For |
| 1b | Elect Director James S. Crown | Management | For | For |
| 1c | Elect Director Rudy F. deLeon | Management | For | For |
| 1d | Elect Director Cecil D. Haney | Management | For | For |
| 1e | Elect Director Mark M. Malcolm | Management | For | For |
| 1f | Elect Director James N. Mattis | Management | For | For |
| 1g | Elect Director Phebe N. Novakovic | Management | For | For |
| 1h | Elect Director C. Howard Nye | Management | For | For |
| 1i | Elect Director Catherine B. Reynolds | Management | For | For |
| 1j | Elect Director Laura J. Schumacher | Management | For | For |
| 1k | Elect Director Robert K. Steel | Management | For | For |
| 1l | Elect Director John G. Stratton | Management | For | Against |
| 1m | Elect Director Peter A. Wall | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| GENERAL ELECTRIC COMPANY
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GE
SECURITY ID: 369604301
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1d | Elect Director Edward Garden | Management | For | For |
| 1e | Elect Director Isabella Goren | Management | For | For |
| 1f | Elect Director Thomas Horton | Management | For | For |
| 1g | Elect Director Catherine Lesjak | Management | For | For |
| 1h | Elect Director Darren McDew | Management | For | For |
| 1i | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1j | Elect Director Jessica Uhl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| 6 | Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Against |
| 7 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Shareholder | Against | Against |
| 8 | Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| GIBRALTAR INDUSTRIES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ROCK
SECURITY ID: 374689107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark G. Barberio | Management | For | For |
| 1b | Elect Director William T. Bosway | Management | For | For |
| 1c | Elect Director Craig A. Hindman | Management | For | For |
| 1d | Elect Director Gwendolyn G. Mizell | Management | For | For |
| 1e | Elect Director Linda K. Myers | Management | For | For |
| 1f | Elect Director James B. Nish | Management | For | For |
| 1g | Elect Director Atlee Valentine Pope | Management | For | For |
| 1h | Elect Director Manish H. Shah | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Add State and Federal Forum Selection Provisions | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GLOBAL INDUSTRIAL COMPANY
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: GIC
SECURITY ID: 37892E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard B. Leeds | Management | For | For |
| 1.2 | Elect Director Bruce Leeds | Management | For | For |
| 1.3 | Elect Director Robert Leeds | Management | For | For |
| 1.4 | Elect Director Barry Litwin | Management | For | For |
| 1.5 | Elect Director Chad M. Lindbloom | Management | For | For |
| 1.6 | Elect Director Paul S. Pearlman | Management | For | For |
| 1.7 | Elect Director Robert D. Rosenthal | Management | For | Withhold |
| 1.8 | Elect Director Thomas R. Suozzi | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GMS INC.
MEETING DATE: OCT 19, 2022 |
||||
|
TICKER: GMS
SECURITY ID: 36251C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lisa M. Bachmann | Management | For | For |
| 1.2 | Elect Director John J. Gavin | Management | For | For |
| 1.3 | Elect Director Teri P. McClure | Management | For | For |
| 1.4 | Elect Director Randolph W. Melville | Management | For | For |
| 1.5 | Elect Director J. David Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GRACO INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: GGG
SECURITY ID: 384109104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee R. Mitau | Management | For | For |
| 1b | Elect Director Martha A. Morfitt | Management | For | For |
| 1c | Elect Director Mark W. Sheahan | Management | For | For |
| 1d | Elect Director Kevin J. Wheeler | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GRAFTECH INTERNATIONAL LTD.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: EAF
SECURITY ID: 384313508
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jean-Marc Germain | Management | For | For |
| 1.2 | Elect Director Henry R. Keizer | Management | For | For |
| 1.3 | Elect Director Marcel Kessler | 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 |
| GRANITE CONSTRUCTION INCORPORATED
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: GVA
SECURITY ID: 387328107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Darnell | Management | For | For |
| 1b | Elect Director Kyle T. Larkin | Management | For | For |
| 1c | Elect Director Celeste B. Mastin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| GREAT LAKES DREDGE & DOCK CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GLDD
SECURITY ID: 390607109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine J. Dorward-King | Management | For | For |
| 1b | Elect Director Ryan J. Levenson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GRIFFON CORPORATION
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: GFF
SECURITY ID: 398433102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Travis W. Cocke | Management | For | For |
| 1.2 | Elect Director H. C. Charles Diao | Management | For | For |
| 1.3 | Elect Director Louis J. Grabowsky | Management | For | For |
| 1.4 | Elect Director Lacy M. Johnson | Management | For | For |
| 1.5 | Elect Director James W. Sight | Management | For | For |
| 1.6 | Elect Director Samanta Hegedus Stewart | Management | For | For |
| 1.7 | Elect Director Michelle L. Taylor | Management | For | For |
| 1.8 | Elect Director Cheryl L. Turnbull | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| GXO LOGISTICS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: GXO
SECURITY ID: 36262G101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Clare Chatfield | Management | For | For |
| 1.2 | Elect Director Joli L. Gross | Management | For | For |
| 1.3 | Elect Director Jason D. Papastavrou | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| H&E EQUIPMENT SERVICES, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: HEES
SECURITY ID: 404030108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John M. Engquist | Management | For | For |
| 1.2 | Elect Director Bradley W. Barber | Management | For | For |
| 1.3 | Elect Director Paul N. Arnold | Management | For | For |
| 1.4 | Elect Director Gary W. Bagley | Management | For | For |
| 1.5 | Elect Director Bruce C. Bruckmann | Management | For | For |
| 1.6 | Elect Director Patrick L. Edsell | Management | For | For |
| 1.7 | Elect Director Thomas J. Galligan, III | Management | For | For |
| 1.8 | Elect Director Lawrence C. Karlson | Management | For | For |
| 1.9 | Elect Director Jacob Thomas | Management | For | For |
| 1.10 | Elect Director Mary P. Thompson | Management | For | For |
| 1.11 | Elect Director Suzanne H. Wood | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HARSCO CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: HSC
SECURITY ID: 415864107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James F. Earl | Management | For | For |
| 1.2 | Elect Director Kathy G. Eddy | Management | For | For |
| 1.3 | Elect Director David C. Everitt | Management | For | For |
| 1.4 | Elect Director F. Nicholas Grasberger, III | Management | For | For |
| 1.5 | Elect Director Carolann I. Haznedar | Management | For | For |
| 1.6 | Elect Director Timothy M. Laurion | Management | For | For |
| 1.7 | Elect Director Edgar (Ed) M. Purvis, Jr. | Management | For | For |
| 1.8 | Elect Director John S. Quinn | Management | For | For |
| 1.9 | Elect Director Phillip C. Widman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| HAWAIIAN HOLDINGS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HA
SECURITY ID: 419879101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wendy A. Beck | Management | For | For |
| 1.2 | Elect Director Earl E. Fry | Management | For | For |
| 1.3 | Elect Director Lawrence S. Hershfield | Management | For | For |
| 1.4 | Elect Director C. Jayne Hrdlicka | Management | For | For |
| 1.5 | Elect Director Peter R. Ingram | Management | For | For |
| 1.6 | Elect Director Michael E. McNamara | Management | For | For |
| 1.7 | Elect Director Crystal K. Rose | Management | For | For |
| 1.8 | Elect Director Craig E. Vosburg | Management | For | For |
| 1.9 | Elect Director Richard N. Zwern | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| A | Please Check if Owner of Record is a U.S. Citizen | Management | None | For |
| HAYWARD HOLDINGS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HAYW
SECURITY ID: 421298100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin D. Brown | Management | For | For |
| 1b | Elect Director Mark McFadden | Management | For | For |
| 1c | Elect Director Arthur L. Soucy | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HEALTHCARE SERVICES GROUP, INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: HCSG
SECURITY ID: 421906108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diane S. Casey | Management | For | For |
| 1.2 | Elect Director Daniela Castagnino | Management | For | For |
| 1.3 | Elect Director Robert L. Frome | Management | For | For |
| 1.4 | Elect Director Laura Grant | Management | For | For |
| 1.5 | Elect Director John J. McFadden | Management | For | For |
| 1.6 | Elect Director Dino D. Ottaviano | Management | For | For |
| 1.7 | Elect Director Kurt Simmons, Jr. | Management | For | For |
| 1.8 | Elect Director Jude Visconto | Management | For | For |
| 1.9 | Elect Director Theodore Wahl | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HEARTLAND EXPRESS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: HTLD
SECURITY ID: 422347104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Gerdin | Management | For | For |
| 1.2 | Elect Director Larry J. Gordon | Management | For | Withhold |
| 1.3 | Elect Director Benjamin J. Allen | Management | For | For |
| 1.4 | Elect Director Brenda S. Neville | Management | For | For |
| 1.5 | Elect Director James G. Pratt | Management | For | For |
| 1.6 | Elect Director Michael J. Sullivan | Management | For | Withhold |
| 1.7 | Elect Director David P. Millis | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HEICO CORPORATION
MEETING DATE: MAR 17, 2023 |
||||
|
TICKER: HEI
SECURITY ID: 422806109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas M. Culligan | Management | For | For |
| 1.2 | Elect Director Carol F. Fine | Management | For | For |
| 1.3 | Elect Director Adolfo Henriques | Management | For | For |
| 1.4 | Elect Director Mark H. Hildebrandt | Management | For | For |
| 1.5 | Elect Director Eric A. Mendelson | Management | For | For |
| 1.6 | Elect Director Laurans A. Mendelson | Management | For | For |
| 1.7 | Elect Director Victor H. Mendelson | Management | For | For |
| 1.8 | Elect Director Julie Neitzel | Management | For | For |
| 1.9 | Elect Director Alan Schriesheim | Management | For | For |
| 1.10 | Elect Director Frank J. Schwitter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HEICO CORPORATION
MEETING DATE: MAR 17, 2023 |
||||
|
TICKER: HEI
SECURITY ID: 422806208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas M. Culligan | Management | For | For |
| 1.2 | Elect Director Carol F. Fine | Management | For | For |
| 1.3 | Elect Director Adolfo Henriques | Management | For | For |
| 1.4 | Elect Director Mark H. Hildebrandt | Management | For | For |
| 1.5 | Elect Director Eric A. Mendelson | Management | For | For |
| 1.6 | Elect Director Laurans A. Mendelson | Management | For | For |
| 1.7 | Elect Director Victor H. Mendelson | Management | For | For |
| 1.8 | Elect Director Julie Neitzel | Management | For | For |
| 1.9 | Elect Director Alan Schriesheim | Management | For | For |
| 1.10 | Elect Director Frank J. Schwitter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HEIDRICK & STRUGGLES INTERNATIONAL, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HSII
SECURITY ID: 422819102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth L. Axelrod | Management | For | For |
| 1.2 | Elect Director Mary E. G. Bear (Meg) | Management | For | For |
| 1.3 | Elect Director Lyle Logan | Management | For | For |
| 1.4 | Elect Director T. Willem Mesdag | Management | For | For |
| 1.5 | Elect Director Krishnan Rajagopalan | Management | For | For |
| 1.6 | Elect Director Stacey Rauch | Management | For | For |
| 1.7 | Elect Director Adam Warby | 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 RSM US LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| HELIOS TECHNOLOGIES, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: HLIO
SECURITY ID: 42328H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laura Dempsey Brown | Management | For | For |
| 1.2 | Elect Director Cariappa Chenanda | Management | For | For |
| 1.3 | Elect Director Alexander Schuetz | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| HERC HOLDINGS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: HRI
SECURITY ID: 42704L104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick D. Campbell | Management | For | For |
| 1b | Elect Director Lawrence H. Silber | Management | For | For |
| 1c | Elect Director James H. Browning | Management | For | For |
| 1d | Elect Director Shari L. Burgess | Management | For | For |
| 1e | Elect Director Jean K. Holley | Management | For | For |
| 1f | Elect Director Michael A. Kelly | Management | For | For |
| 1g | Elect Director Rakesh Sachdev | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HERITAGE-CRYSTAL CLEAN, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: HCCI
SECURITY ID: 42726M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce Bruckmann | Management | For | Withhold |
| 1.2 | Elect Director Robert W. Willmschen, Jr. | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Other Business | Management | For | Against |
| HERTZ GLOBAL HOLDINGS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HTZ
SECURITY ID: 42806J700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Feikin | Management | For | For |
| 1b | Elect Director Mark Fields | Management | For | For |
| 1c | Elect Director Evangeline Vougessis | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HEXCEL CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: HXL
SECURITY ID: 428291108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick L. Stanage | Management | For | For |
| 1b | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1c | Elect Director Cynthia M. Egnotovich | Management | For | For |
| 1d | Elect Director Thomas A. Gendron | Management | For | For |
| 1e | Elect Director Jeffrey A. Graves | Management | For | For |
| 1f | Elect Director Guy C. Hachey | Management | For | For |
| 1g | Elect Director Marilyn L. Minus | Management | For | For |
| 1h | Elect Director Catherine A. Suever | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HILLENBRAND, INC.
MEETING DATE: FEB 24, 2023 |
||||
|
TICKER: HI
SECURITY ID: 431571108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel C. Hillenbrand | Management | For | For |
| 1.2 | Elect Director Neil S. Novich | Management | For | For |
| 1.3 | Elect Director Kimberly K. Ryan | Management | For | For |
| 1.4 | Elect Director Inderpreet Sawhney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HILLMAN SOLUTIONS CORP.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: HLMN
SECURITY ID: 431636109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aaron P. Jagdfeld | Management | For | For |
| 1b | Elect Director David A. Owens | Management | For | For |
| 1c | Elect Director Philip K. Woodlief | 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 |
| HIRERIGHT HOLDINGS CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HRT
SECURITY ID: 433537107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James Carey | Management | For | For |
| 1.2 | Elect Director Mark Dzialga | Management | For | For |
| 1.3 | Elect Director Larry Kutscher | Management | For | For |
| 1.4 | Elect Director James LaPlaine | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HNI CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HNI
SECURITY ID: 404251100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Miguel M. Calado | Management | For | For |
| 1.2 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.3 | Elect Director John R. Hartnett | Management | For | For |
| 1.4 | Elect Director Dhanusha Sivajee | 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 |
| HONEYWELL INTERNATIONAL INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: HON
SECURITY ID: 438516106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Environmental Justice Report | Shareholder | Against | Against |
| HOWMET AEROSPACE INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HWM
SECURITY ID: 443201108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James F. Albaugh | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director Sharon R. Barner | Management | For | For |
| 1d | Elect Director Joseph S. Cantie | Management | For | For |
| 1e | Elect Director Robert F. Leduc | Management | For | For |
| 1f | Elect Director David J. Miller | Management | For | For |
| 1g | Elect Director Jody G. Miller | Management | For | For |
| 1h | Elect Director John C. Plant | Management | For | For |
| 1i | Elect Director Ulrich R. Schmidt | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| HUB GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HUBG
SECURITY ID: 443320106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Yeager | Management | For | For |
| 1.2 | Elect Director Phillip D. Yeager | Management | For | For |
| 1.3 | Elect Director Peter B. McNitt | Management | For | For |
| 1.4 | Elect Director Mary H. Boosalis | Management | For | For |
| 1.5 | Elect Director Lisa Dykstra | Management | For | For |
| 1.6 | Elect Director Michael E. Flannery | Management | For | For |
| 1.7 | Elect Director James C. Kenny | Management | For | For |
| 1.8 | Elect Director Jenell R. Ross | Management | For | For |
| 1.9 | Elect Director Martin P. Slark | Management | For | For |
| 1.10 | Elect Director Gary Yablon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| HUBBELL INCORPORATED
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: HUBB
SECURITY ID: 443510607
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Director Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Director Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Director Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Director Neal J. Keating | Management | For | For |
| 1.6 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.7 | Elect Director John F. Malloy | Management | For | For |
| 1.8 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect Director John G. Russell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HUNTINGTON INGALLS INDUSTRIES, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: HII
SECURITY ID: 446413106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Augustus L. Collins | Management | For | For |
| 1.2 | Elect Director Leo P. Denault | Management | For | For |
| 1.3 | Elect Director Kirkland H. Donald | Management | For | For |
| 1.4 | Elect Director Victoria D. Harker | Management | For | For |
| 1.5 | Elect Director Frank R. Jimenez | Management | For | For |
| 1.6 | Elect Director Christopher D. Kastner | Management | For | For |
| 1.7 | Elect Director Anastasia D. Kelly | Management | For | For |
| 1.8 | Elect Director Tracy B. McKibben | Management | For | For |
| 1.9 | Elect Director Stephanie L. O'Sullivan | Management | For | For |
| 1.10 | Elect Director Thomas C. Schievelbein | Management | For | For |
| 1.11 | Elect Director John K. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| HURON CONSULTING GROUP INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: HURN
SECURITY ID: 447462102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James H. Roth | Management | For | For |
| 1.2 | Elect Director C. Mark Hussey | Management | For | For |
| 1.3 | Elect Director H. Eugene Lockhart | Management | For | For |
| 1.4 | Elect Director Joy T. Brown | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HYLIION HOLDINGS CORP.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: HYLN
SECURITY ID: 449109107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodger Boehm | Management | For | For |
| 1.2 | Elect Director Mary Gustanski | Management | For | For |
| 1.3 | Elect Director Robert Knight, Jr. | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| HYSTER-YALE MATERIALS HANDLING, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: HY
SECURITY ID: 449172105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colleen R. Batcheler | Management | For | For |
| 1.2 | Elect Director James B. Bemowski | Management | For | For |
| 1.3 | Elect Director J.C. Butler, Jr. | Management | For | Withhold |
| 1.4 | Elect Director Carolyn Corvi | Management | For | For |
| 1.5 | Elect Director Edward T. Eliopoulos | Management | For | For |
| 1.6 | Elect Director John P. Jumper | Management | For | Withhold |
| 1.7 | Elect Director Dennis W. LaBarre | Management | For | Withhold |
| 1.8 | Elect Director Rajiv K. Prasad | Management | For | For |
| 1.9 | Elect Director H. Vincent Poor | Management | For | For |
| 1.10 | Elect Director Alfred M. Rankin, Jr. | Management | For | For |
| 1.11 | Elect Director Claiborne R. Rankin | Management | For | For |
| 1.12 | Elect Director Britton T. Taplin | Management | For | For |
| 1.13 | Elect Director David B.H. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Non-Employee Director Restricted Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| IAA, INC.
MEETING DATE: MAR 14, 2023 |
||||
|
TICKER: IAA
SECURITY ID: 449253103
|
||||
| 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 |
| ICF INTERNATIONAL, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ICFI
SECURITY ID: 44925C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marilyn Crouther | Management | For | For |
| 1b | Elect Director Michael J. Van Handel | Management | For | For |
| 1c | Elect Director Michelle A. Williams | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| 6 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| IDEANOMICS, INC.
MEETING DATE: NOV 25, 2022 |
||||
|
TICKER: IDEX
SECURITY ID: 45166V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alfred P. Poor | Management | For | For |
| 1.2 | Elect Director Shane McMahon | Management | For | For |
| 1.3 | Elect Director James S. Cassano | Management | For | Withhold |
| 1.4 | Elect Director Jerry Fan | Management | For | For |
| 1.5 | Elect Director Harry Edelson | Management | For | Withhold |
| 2 | Ratify Grassi & Co., CPAs, P.C. as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Approve Issuance of Shares Pursuant to the Standby Equity Purchase Agreement | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 7 | Approve Issuance of Shares for a Private Placement | Management | For | Against |
| 8 | Adjourn Meeting | Management | For | Against |
| IDEX CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: IEX
SECURITY ID: 45167R104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Katrina L. Helmkamp | Management | For | For |
| 1b | Elect Director Mark A. Beck | Management | For | For |
| 1c | Elect Director Carl R. Christenson | Management | For | For |
| 1d | Elect Director Alejandro Quiroz Centeno | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| IES HOLDINGS, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: IESC
SECURITY ID: 44951W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer A. Baldock | Management | For | For |
| 1.2 | Elect Director Todd M. Cleveland | Management | For | For |
| 1.3 | Elect Director David B. Gendell | Management | For | For |
| 1.4 | Elect Director Jeffrey L. Gendell | Management | For | For |
| 1.5 | Elect Director Joe D. Koshkin | Management | For | For |
| 1.6 | Elect Director Elizabeth D. Leykum | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ILLINOIS TOOL WORKS INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ITW
SECURITY ID: 452308109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Darell L. Ford | Management | For | For |
| 1d | Elect Director Kelly J. Grier | Management | For | For |
| 1e | Elect Director James W. Griffith | Management | For | For |
| 1f | Elect Director Jay L. Henderson | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director David B. Smith, Jr. | Management | For | For |
| 1j | Elect Director Pamela B. Strobel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| INGERSOLL RAND INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: IR
SECURITY ID: 45687V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicente Reynal | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Kirk E. Arnold | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Jennifer Hartsock | Management | For | For |
| 1f | Elect Director John Humphrey | Management | For | For |
| 1g | Elect Director Marc E. Jones | Management | For | For |
| 1h | Elect Director Mark Stevenson | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INSPERITY, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: NSP
SECURITY ID: 45778Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy T. Clifford | Management | For | For |
| 1.2 | Elect Director Ellen H. Masterson | Management | For | For |
| 1.3 | Elect Director Latha Ramchand | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INSTEEL INDUSTRIES INC.
MEETING DATE: FEB 14, 2023 |
||||
|
TICKER: IIIN
SECURITY ID: 45774W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Abney S. Boxley, III | Management | For | For |
| 1.2 | Elect Director Anne H. Lloyd | Management | For | For |
| 1.3 | Elect Director W. Allen Rogers, II | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INTERFACE, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: TILE
SECURITY ID: 458665304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Burke | Management | For | For |
| 1.2 | Elect Director Dwight Gibson | Management | For | For |
| 1.3 | Elect Director Daniel T. Hendrix | Management | For | For |
| 1.4 | Elect Director Laurel M. Hurd | Management | For | For |
| 1.5 | Elect Director Christopher G. Kennedy | Management | For | For |
| 1.6 | Elect Director Joseph Keough | Management | For | For |
| 1.7 | Elect Director Catherine M. Kilbane | Management | For | For |
| 1.8 | Elect Director K. David Kohler | Management | For | For |
| 1.9 | Elect Director Robert T. O'Brien | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| ITT INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ITT
SECURITY ID: 45073V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| J.B. HUNT TRANSPORT SERVICES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JBHT
SECURITY ID: 445658107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francesca M. Edwardson | Management | For | For |
| 1.2 | Elect Director Wayne Garrison | Management | For | For |
| 1.3 | Elect Director Sharilyn S. Gasaway | Management | For | For |
| 1.4 | Elect Director Thad (John B., III) Hill | Management | For | For |
| 1.5 | Elect Director Bryan Hunt | Management | For | For |
| 1.6 | Elect Director Persio Lisboa | Management | For | For |
| 1.7 | Elect Director John N. Roberts, III | Management | For | For |
| 1.8 | Elect Director James L. Robo | Management | For | For |
| 1.9 | Elect Director Kirk Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JACOBS SOLUTIONS, INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: J
SECURITY ID: 46982L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven J. Demetriou | Management | For | For |
| 1b | Elect Director Christopher M.T. Thompson | Management | For | For |
| 1c | Elect Director Priya Abani | Management | For | For |
| 1d | Elect Director Vincent K. Brooks | Management | For | For |
| 1e | Elect Director Ralph E. ("Ed") Eberhart | Management | For | For |
| 1f | Elect Director Manny Fernandez | Management | For | For |
| 1g | Elect Director Georgette D. Kiser | Management | For | For |
| 1h | Elect Director Barbara L. Loughran | Management | For | For |
| 1i | Elect Director Robert A. McNamara | Management | For | For |
| 1j | Elect Director Robert V. Pragada | Management | For | For |
| 1k | Elect Director Peter J. Robertson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| JANUS INTERNATIONAL GROUP, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: JBI
SECURITY ID: 47103N106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Szlosek | Management | For | For |
| 1b | Elect Director David Doll | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| JELD-WEN HOLDING, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: JELD
SECURITY ID: 47580P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William J. Christensen | Management | For | For |
| 1.2 | Elect Director Catherine A. Halligan | Management | For | For |
| 1.3 | Elect Director Tracey I. Joubert | Management | For | For |
| 1.4 | Elect Director Cynthia G. Marshall | Management | For | For |
| 1.5 | Elect Director David G. Nord | Management | For | For |
| 1.6 | Elect Director Suzanne L. Stefany | Management | For | For |
| 1.7 | Elect Director Bruce M. Taten | Management | For | For |
| 1.8 | Elect Director Roderick C. Wendt | Management | For | For |
| 1.9 | Elect Director Steven E. Wynne | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JETBLUE AIRWAYS CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JBLU
SECURITY ID: 477143101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Ben Baldanza | Management | For | For |
| 1b | Elect Director Peter Boneparth | Management | For | For |
| 1c | Elect Director Monte Ford | Management | For | For |
| 1d | Elect Director Robin Hayes | Management | For | For |
| 1e | Elect Director Ellen Jewett | Management | For | For |
| 1f | Elect Director Robert Leduc | Management | For | For |
| 1g | Elect Director Teri McClure | Management | For | For |
| 1h | Elect Director Nik Mittal | Management | For | For |
| 1i | Elect Director Sarah Robb O'Hagan | Management | For | For |
| 1j | Elect Director Vivek Sharma | Management | For | For |
| 1k | Elect Director Thomas Winkelmann | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| JOBY AVIATION, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: JOBY
SECURITY ID: G65163100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Halimah DeLaine Prado | Management | For | For |
| 1b | Elect Director Paul Sciarra | Management | For | For |
| 1c | Elect Director Laura Wright | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| JOHN BEAN TECHNOLOGIES CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: JBT
SECURITY ID: 477839104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barbara L. Brasier | Management | For | For |
| 1b | Elect Director Brian A. Deck | Management | For | For |
| 1c | Elect Director Polly B. Kawalek | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLC as Auditors | Management | For | For |
| JOHNSON CONTROLS INTERNATIONAL PLC
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: JCI
SECURITY ID: G51502105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean Blackwell | Management | For | For |
| 1b | Elect Director Pierre Cohade | Management | For | For |
| 1c | Elect Director Michael E. Daniels | Management | For | For |
| 1d | Elect Director W. Roy Dunbar | Management | For | For |
| 1e | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1f | Elect Director Ayesha Khanna | Management | For | For |
| 1g | Elect Director Simone Menne | Management | For | For |
| 1h | Elect Director George R. Oliver | Management | For | For |
| 1i | Elect Director Jurgen Tinggren | Management | For | For |
| 1j | Elect Director Mark Vergnano | Management | For | For |
| 1k | Elect Director John D. Young | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Authorize Market Purchases of Company Shares | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 8 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| KADANT INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: KAI
SECURITY ID: 48282T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John M. Albertine | Management | For | For |
| 1.2 | Elect Director Thomas C. Leonard | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| KAMAN CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: KAMN
SECURITY ID: 483548103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Aisha M. Barry | Management | For | For |
| 1.2 | Elect Director Scott E. Kuechle | Management | For | For |
| 1.3 | Elect Director Michelle J. Lohmeier | Management | For | For |
| 1.4 | Elect Director A. William Higgins | Management | For | For |
| 1.5 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.6 | Elect Director Niharika T. Ramdev | Management | For | For |
| 1.7 | Elect Director Ian K. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| KAR AUCTION SERVICES, INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: KAR
SECURITY ID: 48238T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Director Carmel Galvin | Management | For | For |
| 2b | Elect Director James P. Hallett | Management | For | For |
| 2c | Elect Director Mark E. Hill | Management | For | For |
| 2d | Elect Director J. Mark Howell | Management | For | For |
| 2e | Elect Director Stefan Jacoby | Management | For | For |
| 2f | Elect Director Peter Kelly | Management | For | For |
| 2g | Elect Director Michael T. Kestner | Management | For | For |
| 2h | Elect Director Sanjeev Mehra | Management | For | For |
| 2i | Elect Director Mary Ellen Smith | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| KBR, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: KBR
SECURITY ID: 48242W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark E. Baldwin | Management | For | For |
| 1b | Elect Director Stuart J. B. Bradie | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Lester L. Lyles | Management | For | For |
| 1e | Elect Director John A. Manzoni | Management | For | For |
| 1f | Elect Director Wendy M. Masiello | Management | For | For |
| 1g | Elect Director Jack B. Moore | Management | For | For |
| 1h | Elect Director Ann D. Pickard | Management | For | For |
| 1i | Elect Director Carlos A. Sabater | Management | For | For |
| 1j | Elect Director Vincent R. Stewart *Withdrawn Resolution* | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KENNAMETAL, INC.
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: KMT
SECURITY ID: 489170100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Alvarado | Management | For | For |
| 1.2 | Elect Director Cindy L. Davis | Management | For | For |
| 1.3 | Elect Director William J. Harvey | Management | For | For |
| 1.4 | Elect Director William M. Lambert | Management | For | For |
| 1.5 | Elect Director Lorraine M. Martin | Management | For | For |
| 1.6 | Elect Director Sagar A. Patel | Management | For | For |
| 1.7 | Elect Director Christopher Rossi | Management | For | For |
| 1.8 | Elect Director Lawrence W. Stranghoener | Management | For | For |
| 1.9 | Elect Director Steven H. Wunning | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KFORCE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KFRC
SECURITY ID: 493732101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derrick D. Brooks | Management | For | For |
| 1.2 | Elect Director Ann E. Dunwoody | Management | For | For |
| 1.3 | Elect Director N. John Simmons | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KIRBY CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KEX
SECURITY ID: 497266106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Alario | Management | For | For |
| 1.2 | Elect Director Susan W. Dio | Management | For | For |
| 1.3 | Elect Director David W. Grzebinski | Management | For | For |
| 1.4 | Elect Director Richard R. Stewart | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: KNX
SECURITY ID: 499049104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reid Dove | Management | For | For |
| 1b | Elect Director Michael Garnreiter | Management | For | For |
| 1c | Elect Director Louis Hobson | Management | For | For |
| 1d | Elect Director David Jackson | Management | For | For |
| 1e | Elect Director Gary Knight | Management | For | For |
| 1f | Elect Director Kevin Knight | Management | For | For |
| 1g | Elect Director Kathryn Munro | Management | For | For |
| 1h | Elect Director Jessica Powell | Management | For | For |
| 1i | Elect Director Roberta Roberts Shank | Management | For | For |
| 1j | Elect Director Robert Synowicki, Jr. | Management | For | For |
| 1k | Elect Director David Vander Ploeg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| KORN FERRY
MEETING DATE: SEP 22, 2022 |
||||
|
TICKER: KFY
SECURITY ID: 500643200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Doyle N. Beneby | Management | For | For |
| 1b | Elect Director Laura M. Bishop | Management | For | For |
| 1c | Elect Director Gary D. Burnison | Management | For | For |
| 1d | Elect Director Charles L. Harrington | Management | For | For |
| 1e | Elect Director Jerry P. Leamon | Management | For | For |
| 1f | Elect Director Angel R. Martinez | Management | For | For |
| 1g | Elect Director Debra J. Perry | Management | For | For |
| 1h | Elect Director Lori J. Robinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: KTOS
SECURITY ID: 50077B207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Anderson | Management | For | For |
| 1.2 | Elect Director Eric DeMarco | Management | For | For |
| 1.3 | Elect Director William Hoglund | Management | For | For |
| 1.4 | Elect Director Scot Jarvis | Management | For | For |
| 1.5 | Elect Director Jane Judd | Management | For | For |
| 1.6 | Elect Director Samuel Liberatore | Management | For | For |
| 1.7 | Elect Director Deanna Lund | Management | For | For |
| 1.8 | Elect Director Amy Zegart | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| L3HARRIS TECHNOLOGIES, INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: LHX
SECURITY ID: 502431109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sallie B. Bailey | Management | For | For |
| 1b | Elect Director Peter W. Chiarelli | Management | For | For |
| 1c | Elect Director Thomas A. Dattilo | Management | For | For |
| 1d | Elect Director Roger B. Fradin | Management | For | For |
| 1e | Elect Director Joanna L. Geraghty | Management | For | For |
| 1f | Elect Director Harry B. Harris, Jr. | Management | For | For |
| 1g | Elect Director Lewis Hay, III | Management | For | For |
| 1h | Elect Director Christopher E. Kubasik | Management | For | For |
| 1i | Elect Director Rita S. Lane | Management | For | For |
| 1j | Elect Director Robert B. Millard | Management | For | For |
| 1k | Elect Director Edward A. Rice, Jr. | Management | For | For |
| 1l | Elect Director Christina L. Zamarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| LANDSTAR SYSTEM, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: LSTR
SECURITY ID: 515098101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David G. Bannister | Management | For | For |
| 1b | Elect Director James L. Liang | Management | For | For |
| 1c | Elect Director George P. Scanlon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LEIDOS HOLDINGS, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: LDOS
SECURITY ID: 525327102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bell | Management | For | For |
| 1b | Elect Director Gregory R. Dahlberg | Management | For | For |
| 1c | Elect Director David G. Fubini | Management | For | For |
| 1d | Elect Director Noel B. Geer | Management | For | For |
| 1e | Elect Director Miriam E. John | Management | For | For |
| 1f | Elect Director Robert C. Kovarik, Jr. | Management | For | For |
| 1g | Elect Director Harry M. J. Kraemer, Jr. | Management | For | For |
| 1h | Elect Director Gary S. May | Management | For | For |
| 1i | Elect Director Surya N. Mohapatra | Management | For | For |
| 1j | Elect Director Patrick M. Shanahan | Management | For | For |
| 1k | Elect Director Robert S. Shapard | Management | For | For |
| 1l | Elect Director Susan M. Stalnecker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| LENNOX INTERNATIONAL INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LII
SECURITY ID: 526107107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet K. Cooper | Management | For | For |
| 1.2 | Elect Director John W. Norris, III | Management | For | For |
| 1.3 | Elect Director Karen H. Quintos | Management | For | For |
| 1.4 | Elect Director Shane D. Wall | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LEONARDO DRS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DRS
SECURITY ID: 52661A108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William J. Lynn, III | Management | For | For |
| 1.2 | Elect Director Frances F. Townsend | Management | For | For |
| 1.3 | Elect Director Gail S. Baker | Management | For | For |
| 1.4 | Elect Director Louis R. Brothers | Management | For | For |
| 1.5 | Elect Director David W. Carey | Management | For | For |
| 1.6 | Elect Director George W. Casey, Jr. | Management | For | For |
| 1.7 | Elect Director Mary E. Gallagher | Management | For | For |
| 1.8 | Elect Director Kenneth J. Krieg | Management | For | For |
| 1.9 | Elect Director Eric Salzman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Adjourn Meeting | Management | For | For |
| LINCOLN ELECTRIC HOLDINGS, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: LECO
SECURITY ID: 533900106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian D. Chambers | Management | For | For |
| 1.2 | Elect Director Curtis E. Espeland | Management | For | For |
| 1.3 | Elect Director Patrick P. Goris | Management | For | For |
| 1.4 | Elect Director Michael F. Hilton | Management | For | For |
| 1.5 | Elect Director Kathryn Jo Lincoln | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director Phillip J. Mason | Management | For | For |
| 1.8 | Elect Director Ben P. Patel | Management | For | For |
| 1.9 | Elect Director Hellene S. Runtagh | Management | For | For |
| 1.10 | Elect Director Kellye L. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| LINDSAY CORPORATION
MEETING DATE: JAN 10, 2023 |
||||
|
TICKER: LNN
SECURITY ID: 535555106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael N. Christodolou | Management | For | For |
| 1.2 | Elect Director Ibrahim Gokcen | Management | For | For |
| 1.3 | Elect Director David B. Rayburn | 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 |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| LUXFER HOLDINGS PLC
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: LXFR
SECURITY ID: G5698W116
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Andy Butcher | Management | For | For |
| 2 | Elect Director Patrick Mullen | Management | For | For |
| 3 | Elect Director Richard Hipple | Management | For | For |
| 4 | Elect Director Clive Snowdon | Management | For | For |
| 5 | Elect Director Sylvia A. Stein | Management | For | For |
| 6 | Elect Director Lisa Trimberger | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 9 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 10 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 11 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 12 | Authorize Issue of Equity | Management | For | For |
| 13 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| LYFT, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: LYFT
SECURITY ID: 55087P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Logan Green | Management | For | For |
| 1.2 | Elect Director David Risher | Management | For | For |
| 1.3 | Elect Director Dave Stephenson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MANPOWERGROUP INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: MAN
SECURITY ID: 56418H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jean-Philippe Courtois | Management | For | For |
| 1B | Elect Director William Downe | Management | For | For |
| 1C | Elect Director John F. Ferraro | Management | For | For |
| 1D | Elect Director William P. Gipson | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Muriel Penicaud | Management | For | For |
| 1I | Elect Director Jonas Prising | Management | For | For |
| 1J | Elect Director Paul Read | Management | For | For |
| 1K | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1L | Elect Director Michael J. Van Handel | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MANTECH INTERNATIONAL CORPORATION
MEETING DATE: SEP 07, 2022 |
||||
|
TICKER: MANT
SECURITY ID: 564563104
|
||||
| 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 |
| MARTEN TRANSPORT, LTD.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: MRTN
SECURITY ID: 573075108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Randolph L. Marten | Management | For | For |
| 1.2 | Elect Director Larry B. Hagness | Management | For | For |
| 1.3 | Elect Director Thomas J. Winkel | Management | For | For |
| 1.4 | Elect Director Jerry M. Bauer | Management | For | For |
| 1.5 | Elect Director Robert L. Demorest | Management | For | For |
| 1.6 | Elect Director Ronald R. Booth | Management | For | For |
| 1.7 | Elect Director Kathleen P. Iverson | Management | For | For |
| 1.8 | Elect Director Patricia L. Jones | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| MASCO CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MAS
SECURITY ID: 574599106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith J. Allman | Management | For | For |
| 1b | Elect Director Aine L. Denari | Management | For | For |
| 1c | Elect Director Christopher A. O'Herlihy | Management | For | For |
| 1d | Elect Director Charles K. Stevens, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MASONITE INTERNATIONAL CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: DOOR
SECURITY ID: 575385109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Howard C. Heckes | Management | For | For |
| 1.2 | Elect Director Jody L. Bilney | Management | For | For |
| 1.3 | Elect Director Robert J. Byrne | Management | For | For |
| 1.4 | Elect Director Peter R. Dachowski | Management | For | For |
| 1.5 | Elect Director Jonathan F. Foster | Management | For | For |
| 1.6 | Elect Director Daphne E. Jones | Management | For | For |
| 1.7 | Elect Director Barry A. Ruffalo | Management | For | For |
| 1.8 | Elect Director Francis M. Scricco | Management | For | For |
| 1.9 | Elect Director Jay I. Steinfeld | 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 |
| MASTEC, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MTZ
SECURITY ID: 576323109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ernst N. Csiszar | Management | For | For |
| 1.2 | Elect Director Julia L. Johnson | Management | For | For |
| 1.3 | Elect Director Jorge Mas | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MASTERBRAND, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: MBC
SECURITY ID: 57638P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. David Banyard, Jr. | Management | For | For |
| 1.2 | Elect Director Ann Fritz Hackett | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MATSON, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MATX
SECURITY ID: 57686G105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Meredith J. Ching | Management | For | For |
| 1.2 | Elect Director Matthew J. Cox | Management | For | For |
| 1.3 | Elect Director Thomas B. Fargo | Management | For | For |
| 1.4 | Elect Director Mark H. Fukunaga | Management | For | For |
| 1.5 | Elect Director Stanley M. Kuriyama | Management | For | For |
| 1.6 | Elect Director Constance H. Lau | Management | For | For |
| 1.7 | Elect Director Jenai S. Wall | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MATTHEWS INTERNATIONAL CORPORATION
MEETING DATE: FEB 16, 2023 |
||||
|
TICKER: MATW
SECURITY ID: 577128101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory S. Babe | Management | For | For |
| 1.2 | Elect Director Aleta W. Richards | Management | For | For |
| 1.3 | Elect Director David A. Schawk | Management | For | For |
| 2 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MAXAR TECHNOLOGIES INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: MAXR
SECURITY ID: 57778K105
|
||||
| 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 |
| MCGRATH RENTCORP
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: MGRC
SECURITY ID: 580589109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicolas C. Anderson | Management | For | For |
| 1.2 | Elect Director Kimberly A. Box | Management | For | For |
| 1.3 | Elect Director Smita Conjeevaram | Management | For | For |
| 1.4 | Elect Director William J. Dawson | Management | For | For |
| 1.5 | Elect Director Elizabeth A. Fetter | Management | For | For |
| 1.6 | Elect Director Joseph F. Hanna | Management | For | For |
| 1.7 | Elect Director Bradley M. Shuster | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MDU RESOURCES GROUP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: MDU
SECURITY ID: 552690109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director German Carmona Alvarez | Management | For | For |
| 1b | Elect Director Thomas Everist | Management | For | For |
| 1c | Elect Director Karen B. Fagg | Management | For | For |
| 1d | Elect Director David L. Goodin | Management | For | For |
| 1e | Elect Director Dennis W. Johnson | Management | For | For |
| 1f | Elect Director Patricia L. Moss | Management | For | For |
| 1g | Elect Director Dale S. Rosenthal | Management | For | For |
| 1h | Elect Director Edward A. Ryan | Management | For | For |
| 1i | Elect Director David M. Sparby | Management | For | For |
| 1j | Elect Director Chenxi Wang | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MERCURY SYSTEMS, INC.
MEETING DATE: OCT 26, 2022 |
||||
|
TICKER: MRCY
SECURITY ID: 589378108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William L. Ballhaus | Management | For | For |
| 1.2 | Elect Director Lisa S. Disbrow | Management | For | Withhold |
| 1.3 | Elect Director Howard L. Lance | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Other Business | Management | For | Against |
| MICROVAST HOLDINGS, INC.
MEETING DATE: AUG 12, 2022 |
||||
|
TICKER: MVST
SECURITY ID: 59516C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Vogel | Management | For | For |
| 1.2 | Elect Director Wei Ying | Management | For | For |
| 2 | Ratify Deloitte Touche Tohmatsu Certified Public Accountants LLP as Auditors | Management | For | For |
| MIDDLEBY CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MIDD
SECURITY ID: 596278101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sarah Palisi Chapin | Management | For | For |
| 1b | Elect Director Timothy J. FitzGerald | Management | For | For |
| 1c | Elect Director Cathy L. McCarthy | Management | For | For |
| 1d | Elect Director John R. Miller, III | Management | For | For |
| 1e | Elect Director Robert A. Nerbonne | Management | For | For |
| 1f | Elect Director Gordon O'Brien | Management | For | For |
| 1g | Elect Director Nassem Ziyad | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MILLERKNOLL, INC.
MEETING DATE: OCT 17, 2022 |
||||
|
TICKER: MLKN
SECURITY ID: 600544100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lisa A. Kro | Management | For | For |
| 1.2 | Elect Director Michael C. Smith | Management | For | For |
| 1.3 | Elect Director Michael A. Volkema | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MONTROSE ENVIRONMENTAL GROUP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: MEG
SECURITY ID: 615111101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter M. Graham | Management | For | For |
| 1.2 | Elect Director Richard E. Perlman | 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 |
| MOOG INC.
MEETING DATE: JAN 31, 2023 |
||||
|
TICKER: MOG.A
SECURITY ID: 615394202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mahesh Narang | Management | For | For |
| 1.2 | Elect Director Brenda L. Reichelderfer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MRC GLOBAL INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MRC
SECURITY ID: 55345K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Deborah G. Adams | Management | For | For |
| 1B | Elect Director Leonard M. Anthony | Management | For | For |
| 1C | Elect Director George J. Damiris | Management | For | For |
| 1D | Elect Director Barbara J. Duganier | Management | For | For |
| 1E | Elect Director Ronald L. Jadin | Management | For | For |
| 1F | Elect Director Anne McEntee | Management | For | For |
| 1G | Elect Director Robert J. Saltiel, Jr. | Management | For | For |
| 1H | Elect Director Robert L. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MSA SAFETY INCORPORATED
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: MSA
SECURITY ID: 553498106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Lambert | Management | For | For |
| 1.2 | Elect Director Diane M. Pearse | Management | For | For |
| 1.3 | Elect Director Nishan J. Vartanian | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MSC INDUSTRIAL DIRECT CO., INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: MSM
SECURITY ID: 553530106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erik Gershwind | Management | For | For |
| 1.2 | Elect Director Louise Goeser | Management | For | For |
| 1.3 | Elect Director Mitchell Jacobson | Management | For | For |
| 1.4 | Elect Director Michael Kaufmann | Management | For | For |
| 1.5 | Elect Director Steven Paladino | Management | For | For |
| 1.6 | Elect Director Philip Peller | Management | For | For |
| 1.7 | Elect Director Rahquel Purcell | Management | For | For |
| 1.8 | Elect Director Rudina Seseri | Management | 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 |
| MUELLER INDUSTRIES, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MLI
SECURITY ID: 624756102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory L. Christopher | Management | For | For |
| 1.2 | Elect Director Elizabeth Donovan | Management | For | For |
| 1.3 | Elect Director William C. Drummond | Management | For | For |
| 1.4 | Elect Director Gary S. Gladstein | Management | For | For |
| 1.5 | Elect Director Scott J. Goldman | Management | For | For |
| 1.6 | Elect Director John B. Hansen | Management | For | For |
| 1.7 | Elect Director Terry Hermanson | Management | For | For |
| 1.8 | Elect Director Charles P. Herzog, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MUELLER WATER PRODUCTS, INC.
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: MWA
SECURITY ID: 624758108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shirley C. Franklin | Management | For | For |
| 1.2 | Elect Director J. Scott Hall | Management | For | For |
| 1.3 | Elect Director Thomas J. Hansen | Management | For | For |
| 1.4 | Elect Director Mark J. O'Brien | Management | For | For |
| 1.5 | Elect Director Christine Ortiz | Management | For | For |
| 1.6 | Elect Director Jeffery S. Sharritts | Management | For | For |
| 1.7 | Elect Director Brian L. Slobodow | Management | For | For |
| 1.8 | Elect Director Lydia W. Thomas | Management | For | For |
| 1.9 | Elect Director Michael T. Tokarz | Management | For | For |
| 1.10 | Elect Director Stephen C. Van Arsdell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MYR GROUP INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: MYRG
SECURITY ID: 55405W104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth M. Hartwick | Management | For | For |
| 1b | Elect Director Jennifer E. Lowry | Management | For | For |
| 1c | Elect Director Richard S. Swartz | 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 | Declassify the Board of Directors | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| NATIONAL PRESTO INDUSTRIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NPK
SECURITY ID: 637215104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Randy F. Lieble | Management | For | For |
| 1.2 | Elect Director Joseph G. Stienessen | Management | For | Withhold |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| NIELSEN HOLDINGS PLC
MEETING DATE: SEP 01, 2022 |
||||
|
TICKER: NLSN
SECURITY ID: G6518L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to Merger | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| NIELSEN HOLDINGS PLC
MEETING DATE: SEP 01, 2022 |
||||
|
TICKER: NLSN
SECURITY ID: G6518L111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| NIKOLA CORPORATION
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: NKLA
SECURITY ID: 654110105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Russell | Management | For | For |
| 1.2 | Elect Director Stephen J. Girsky | Management | For | For |
| 1.3 | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1.4 | Elect Director Michael L. Mansuetti | Management | For | For |
| 1.5 | Elect Director Gerrit A. Marx | Management | For | For |
| 1.6 | Elect Director Mary L. Petrovich | Management | For | Withhold |
| 1.7 | Elect Director Steven M. Shindler | Management | For | For |
| 1.8 | Elect Director Bruce L. Smith | Management | For | Withhold |
| 1.9 | Elect Director DeWitt C. Thompson, V | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NORDSON CORPORATION
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: NDSN
SECURITY ID: 655663102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.2 | Elect Director Michael J. Merriman, Jr. | Management | For | For |
| 1.3 | Elect Director Milton M. Morris | Management | For | For |
| 1.4 | Elect Director Mary G. Puma | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Supermajority Vote Requirement | Management | For | For |
| 6 | Reduce Supermajority Vote Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | Management | For | For |
| 7 | Reduce Supermajority Vote Requirement for Certain Amendments to Regulations as set forth in Article IX | Management | For | For |
| 8 | Amend Regulations to the Extent Permitted by Ohio law | Management | For | For |
| NORFOLK SOUTHERN CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NSC
SECURITY ID: 655844108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas D. Bell, Jr. | Management | For | For |
| 1b | Elect Director Mitchell E. Daniels, Jr. | Management | For | For |
| 1c | Elect Director Marcela E. Donadio | Management | For | For |
| 1d | Elect Director John C. Huffard, Jr. | Management | For | For |
| 1e | Elect Director Christopher T. Jones | Management | For | For |
| 1f | Elect Director Thomas C. Kelleher | Management | For | For |
| 1g | Elect Director Steven F. Leer | Management | For | For |
| 1h | Elect Director Michael D. Lockhart | Management | For | For |
| 1i | Elect Director Amy E. Miles | Management | For | For |
| 1j | Elect Director Claude Mongeau | Management | For | For |
| 1k | Elect Director Jennifer F. Scanlon | Management | For | For |
| 1l | Elect Director Alan H. Shaw | Management | For | For |
| 1m | Elect Director John R. Thompson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| NORTHROP GRUMMAN CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOC
SECURITY ID: 666807102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NOW INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DNOW
SECURITY ID: 67011P100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard Alario | Management | For | For |
| 1b | Elect Director Terry Bonno | Management | For | For |
| 1c | Elect Director David Cherechinsky | Management | For | For |
| 1d | Elect Director Galen Cobb | Management | For | For |
| 1e | Elect Director Paul Coppinger | Management | For | For |
| 1f | Elect Director Karen David-Green | Management | For | For |
| 1g | Elect Director Rodney Eads | Management | For | For |
| 1h | Elect Director Sonya Reed | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NUSCALE POWER CORP.
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: SMR
SECURITY ID: 67079K100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan L. Boeckmann | Management | For | For |
| 1.2 | Elect Director Bum-Jin Chung | Management | For | For |
| 1.3 | Elect Director Alvin C. Collins, III | Management | For | For |
| 1.4 | Elect Director Shinji Fujino | Management | For | For |
| 1.5 | Elect Director James T. Hackett | Management | For | For |
| 1.6 | Elect Director John L. Hopkins | Management | For | For |
| 1.7 | Elect Director Kent Kresa | Management | For | For |
| 1.8 | Elect Director Christopher J. Panichi | Management | For | For |
| 1.9 | Elect Director Christopher Sorrells | Management | For | For |
| 1.10 | Elect Director Kimberly O. Warnica | Management | For | For |
| 2 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NV5 GLOBAL, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: NVEE
SECURITY ID: 62945V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dickerson Wright | Management | For | For |
| 1.2 | Elect Director Alexander A. Hockman | Management | For | For |
| 1.3 | Elect Director MaryJo E. O'Brien | Management | For | For |
| 1.4 | Elect Director William D. Pruitt | Management | For | For |
| 1.5 | Elect Director Francois Tardan | Management | For | For |
| 1.6 | Elect Director Laurie Conner | Management | For | For |
| 1.7 | Elect Director Denise Dickins | Management | For | For |
| 1.8 | Elect Director Brian C. Freckmann | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| NVENT ELECTRIC PLC
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: NVT
SECURITY ID: G6700G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry A. Aaholm | Management | For | For |
| 1b | Elect Director Jerry W. Burris | Management | For | For |
| 1c | Elect Director Susan M. Cameron | Management | For | For |
| 1d | Elect Director Michael L. Ducker | Management | For | For |
| 1e | Elect Director Randall J. Hogan | Management | For | For |
| 1f | Elect Director Danita K. Ostling | Management | For | For |
| 1g | Elect Director Nicola Palmer | Management | For | For |
| 1h | Elect Director Herbert K. Parker | Management | For | For |
| 1i | Elect Director Greg Scheu | Management | For | For |
| 1j | Elect Director Beth A. Wozniak | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Authorize Board to Issue of Shares under Irish Law | Management | For | For |
| 5 | Authorize the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Price Range for Reissuance of Treasury Shares | Management | For | For |
| OLD DOMINION FREIGHT LINE, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ODFL
SECURITY ID: 679580100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherry A. Aaholm | Management | For | For |
| 1.2 | Elect Director David S. Congdon | Management | For | For |
| 1.3 | Elect Director John R. Congdon, Jr. | Management | For | For |
| 1.4 | Elect Director Andrew S. Davis | Management | For | For |
| 1.5 | Elect Director Bradley R. Gabosch | Management | For | For |
| 1.6 | Elect Director Greg C. Gantt | Management | For | For |
| 1.7 | Elect Director Patrick D. Hanley | Management | For | For |
| 1.8 | Elect Director John D. Kasarda | Management | For | For |
| 1.9 | Elect Director Wendy T. Stallings | Management | For | For |
| 1.10 | Elect Director Thomas A. Stith, III | Management | For | For |
| 1.11 | Elect Director Leo H. Suggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OMEGA FLEX, INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: OFLX
SECURITY ID: 682095104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Nicholas Filler | Management | For | Withhold |
| 1.2 | Elect Director Derek W. Glanvill | Management | For | Withhold |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| OMEGA FLEX, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: OFLX
SECURITY ID: 682095104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin R. Hoben | Management | For | For |
| 1.2 | Elect Director Mark F. Albino | Management | For | For |
| 1.3 | Elect Director James M. Dubin | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| OSHKOSH CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: OSK
SECURITY ID: 688239201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith J. Allman | Management | For | For |
| 1.2 | Elect Director Douglas L. Davis | Management | For | For |
| 1.3 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.4 | Elect Director Kimberley Metcalf-Kupres | Management | For | For |
| 1.5 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.6 | Elect Director Duncan J. Palmer | Management | For | For |
| 1.7 | Elect Director David G. Perkins | Management | For | For |
| 1.8 | Elect Director John C. Pfeifer | Management | For | For |
| 1.9 | Elect Director Sandra E. Rowland | Management | For | For |
| 1.10 | Elect Director John S. Shiely | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require a Majority Vote for the Election of Directors | Shareholder | Against | Against |
| OTIS WORLDWIDE CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: OTIS
SECURITY ID: 68902V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey H. Black | Management | For | For |
| 1b | Elect Director Nelda J. Connors | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Shailesh G. Jejurikar | Management | For | For |
| 1e | Elect Director Christopher J. Kearney | Management | For | For |
| 1f | Elect Director Judith F. Marks | Management | For | For |
| 1g | Elect Director Harold W. McGraw, III | Management | For | For |
| 1h | Elect Director Margaret M. V. Preston | Management | For | For |
| 1i | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1j | Elect Director John H. Walker | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| OWENS CORNING
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: OC
SECURITY ID: 690742101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Chambers | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Adrienne D. Elsner | Management | For | For |
| 1d | Elect Director Alfred E. Festa | Management | For | For |
| 1e | Elect Director Edward F. Lonergan | Management | For | For |
| 1f | Elect Director Maryann T. Mannen | Management | For | For |
| 1g | Elect Director Paul E. Martin | Management | For | For |
| 1h | Elect Director W. Howard Morris | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director John D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 7 | Amend Bylaws to Add Federal Forum Selection Provision | Management | For | For |
| P.A.M. TRANSPORTATION SERVICES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PTSI
SECURITY ID: 693149106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Bishop | Management | For | For |
| 1.2 | Elect Director Frederick P. Calderone | Management | For | For |
| 1.3 | Elect Director W. Scott Davis | Management | For | For |
| 1.4 | Elect Director Edwin J. Lukas | Management | For | For |
| 1.5 | Elect Director Franklin H. McLarty | Management | For | For |
| 1.6 | Elect Director H. Pete Montano | Management | For | For |
| 1.7 | Elect Director Matthew J. Moroun | Management | For | For |
| 1.8 | Elect Director Matthew T. Moroun | Management | For | Withhold |
| 1.9 | Elect Director Joseph A. Vitiritto | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| PACCAR INC
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: PCAR
SECURITY ID: 693718108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.6 | Elect Director Barbara B. Hulit | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director Cynthia A. Niekamp | Management | For | For |
| 1.9 | Elect Director John M. Pigott | Management | For | For |
| 1.10 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.11 | Elect Director Mark A. Schulz | Management | For | For |
| 1.12 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| PARKER-HANNIFIN CORPORATION
MEETING DATE: OCT 26, 2022 |
||||
|
TICKER: PH
SECURITY ID: 701094104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee C. Banks | Management | For | For |
| 1b | Elect Director Jillian C. Evanko | Management | For | For |
| 1c | Elect Director Lance M. Fritz | Management | For | For |
| 1d | Elect Director Linda A. Harty | Management | For | For |
| 1e | Elect Director William F. Lacey | Management | For | For |
| 1f | Elect Director Kevin A. Lobo | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Ake Svensson | Management | For | For |
| 1i | Elect Director Laura K. Thompson | Management | For | For |
| 1j | Elect Director James R. Verrier | Management | For | For |
| 1k | Elect Director James L. Wainscott | Management | For | For |
| 1l | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PARSONS CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: PSN
SECURITY ID: 70202L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Letitia A. Long | Management | For | For |
| 1.2 | Elect Director Harry T. McMahon | Management | For | For |
| 1.3 | Elect Director Carey A. 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 |
| PENTAIR PLC
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PNR
SECURITY ID: G7S00T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mona Abutaleb Stephenson | Management | For | For |
| 1b | Elect Director Melissa Barra | Management | For | For |
| 1c | Elect Director T. Michael Glenn | Management | For | For |
| 1d | Elect Director Theodore L. Harris | Management | For | For |
| 1e | Elect Director David A. Jones | Management | For | For |
| 1f | Elect Director Gregory E. Knight | Management | For | For |
| 1g | Elect Director Michael T. Speetzen | Management | For | For |
| 1h | Elect Director John L. Stauch | Management | For | For |
| 1i | Elect Director Billie I. Williamson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Preemption Rights Under Irish Law | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| PGT INNOVATIONS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: PGTI
SECURITY ID: 69336V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard D. Feintuch | Management | For | For |
| 1.2 | Elect Director Jeffrey T. Jackson | Management | For | For |
| 1.3 | Elect Director Brett N. Milgrim | Management | For | For |
| 1.4 | Elect Director Frances Powell Hawes | 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 |
| PITNEY BOWES INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PBI
SECURITY ID: 724479100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 9 Directors | ||||
| 1a | Elect Management Nominee Director Steven D. Brill | Management | For | For |
| 1b | Elect Management Nominee Director Anne M. Busquet | Management | For | Withhold |
| 1c | Elect Management Nominee Director Robert M. ("Bob") Dutkowsky | Management | For | Withhold |
| 1d | Elect Management Nominee Director Mary J. Steele Guilfoile | Management | For | For |
| 1e | Elect Management Nominee Director Marc B. Lautenbach | Management | For | For |
| 1f | Elect Management Nominee Director Linda S. Sanford | Management | For | For |
| 1g | Elect Management Nominee Director Sheila A. Stamps | Management | For | For |
| 1h | Elect Management Nominee Director Darrell Thomas | Management | For | For |
| 1i | Elect Dissident Nominee Director Katie A. May | Shareholder | For | For |
| 1j | Elect Dissident Nominee Director Milena Alberti-Perez | Shareholder | Against | For |
| 1k | Elect Dissident Nominee Director Todd A. Everett | Shareholder | Against | For |
| 1l | Elect Dissident Nominee Director Lance E. Rosenzweig | Shareholder | Against | Withhold |
| 1m | Elect Dissident Nominee Director Kurtis J. Wolf | Shareholder | Against | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 9 Directors | ||||
| 1a | Elect Dissident Nominee Director Milena Alberti-Perez | Shareholder | For | Did Not Vote |
| 1b | Elect Dissident Nominee Director Todd A. Everett | Shareholder | For | Did Not Vote |
| 1c | Elect Dissident Nominee Director Katie A. May | Shareholder | For | Did Not Vote |
| 1d | Elect Dissident Nominee Director Lance E. Rosenzweig | Shareholder | For | Did Not Vote |
| 1e | Elect Dissident Nominee Director Kurtis J. Wolf | Shareholder | For | Did Not Vote |
| 1f | Elect Management Nominee Director Steven D. Brill | Management | For | Did Not Vote |
| 1g | Elect Management Nominee Director Mary J. Steele Guilfoile | Management | For | Did Not Vote |
| 1h | Elect Management Nominee Director Sheila A. Stamps | Management | For | Did Not Vote |
| 1i | Elect Management Nominee Director Darrell Thomas | Management | For | Did Not Vote |
| 1j | Elect Management Nominee Director Anne M. Busquet | Management | Against | Did Not Vote |
| 1k | Elect Management Nominee Director Robert M. ("Bob") Dutkowsky | Management | Against | Did Not Vote |
| 1l | Elect Management Nominee Director Marc B. Lautenbach | Management | Against | Did Not Vote |
| 1m | Elect Management Nominee Director Nominee Linda S. Sanford | Management | Against | Did Not Vote |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | None | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | Did Not Vote |
| PLANET LABS PBC
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: PL
SECURITY ID: 72703X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William Marshall | Management | For | For |
| 1b | Elect Director Robert (Robbie) Schingler, Jr. | Management | For | For |
| 1c | Elect Director J. Heidi Roizen | Management | For | For |
| 1d | Elect Director Kristen Robinson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PLUG POWER INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: PLUG
SECURITY ID: 72919P202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jonathan M. Silver | Management | For | For |
| 1b | Elect Director Kyungyeol Song | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PRIMORIS SERVICES CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PRIM
SECURITY ID: 74164F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael E. Ching | Management | For | For |
| 1.2 | Elect Director Stephen C. Cook | Management | For | For |
| 1.3 | Elect Director David L. King | Management | For | For |
| 1.4 | Elect Director Carla S. Mashinski | Management | For | For |
| 1.5 | Elect Director Terry D. McCallister | Management | For | For |
| 1.6 | Elect Director Thomas E. McCormick | Management | For | For |
| 1.7 | Elect Director Jose R. Rodriguez | Management | For | For |
| 1.8 | Elect Director John P. Schauerman | Management | For | For |
| 1.9 | Elect Director Patricia K. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| PROTERRA, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: PTRA
SECURITY ID: 74374T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jan R. Hauser | Management | For | For |
| 1.2 | Elect Director Gareth T. Joyce | Management | For | For |
| 1.3 | Elect Director Michael D. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Approve Issuance of Shares of Common Stock Upon Potential Future Conversion of Convertible Notes | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| PROTO LABS, INC.
MEETING DATE: AUG 29, 2022 |
||||
|
TICKER: PRLB
SECURITY ID: 743713109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Omnibus Stock Plan | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| PROTO LABS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: PRLB
SECURITY ID: 743713109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert Bodor | Management | For | For |
| 1b | Elect Director Archie C. Black | Management | For | For |
| 1c | Elect Director Sujeet Chand | Management | For | For |
| 1d | Elect Director Moonhie Chin | Management | For | For |
| 1e | Elect Director Rainer Gawlick | Management | For | For |
| 1f | Elect Director Stacy Greiner | Management | For | For |
| 1g | Elect Director Donald G. Krantz | Management | For | For |
| 1h | Elect Director Sven A. Wehrwein | Management | 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 Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| QUANEX BUILDING PRODUCTS CORPORATION
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: NX
SECURITY ID: 747619104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan F. Davis | Management | For | For |
| 1.2 | Elect Director William C. Griffiths | Management | For | For |
| 1.3 | Elect Director Bradley E. Hughes | Management | For | For |
| 1.4 | Elect Director Jason D. Lippert | Management | For | For |
| 1.5 | Elect Director Donald R. Maier | Management | For | For |
| 1.6 | Elect Director Meredith W. Mendes | Management | For | For |
| 1.7 | Elect Director Curtis M. Stevens | Management | For | For |
| 1.8 | Elect Director William E. Waltz, Jr. | Management | For | For |
| 1.9 | Elect Director George L. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| QUANTA SERVICES, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: PWR
SECURITY ID: 74762E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director Vincent D. Poster | Management | For | For |
| 1.4 | Elect Director Bernard Fried | Management | For | For |
| 1.5 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.6 | Elect Director Holli C. Ladhani | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director R. Scott Rowe | Management | For | For |
| 1.9 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAYTHEON TECHNOLOGIES CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: RTX
SECURITY ID: 75513E101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| RBC BEARINGS INCORPORATED
MEETING DATE: SEP 08, 2022 |
||||
|
TICKER: ROLL
SECURITY ID: 75524B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael H. Ambrose | Management | For | For |
| 1b | Elect Director Daniel A. Bergeron | Management | For | For |
| 1c | Elect Director Edward D. Stewart | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| REGAL REXNORD CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RRX
SECURITY ID: 758750103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| REPUBLIC SERVICES, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: RSG
SECURITY ID: 760759100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Manuel Kadre | Management | For | For |
| 1b | Elect Director Tomago Collins | Management | For | For |
| 1c | Elect Director Michael A. Duffy | Management | For | For |
| 1d | Elect Director Thomas W. Handley | Management | For | For |
| 1e | Elect Director Jennifer M. Kirk | Management | For | For |
| 1f | Elect Director Michael Larson | Management | For | For |
| 1g | Elect Director James P. Snee | Management | For | For |
| 1h | Elect Director Brian S. Tyler | Management | For | For |
| 1i | Elect Director Jon Vander Ark | Management | For | For |
| 1j | Elect Director Sandra M. Volpe | Management | For | For |
| 1k | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RESIDEO TECHNOLOGIES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: REZI
SECURITY ID: 76118Y104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Roger Fradin | Management | For | For |
| 1b | Elect Director Jay Geldmacher | Management | For | For |
| 1c | Elect Director Paul Deninger | Management | For | For |
| 1d | Elect Director Cynthia Hostetler | Management | For | For |
| 1e | Elect Director Brian Kushner | Management | For | For |
| 1f | Elect Director Jack Lazar | Management | For | For |
| 1g | Elect Director Nina Richardson | Management | For | For |
| 1h | Elect Director Andrew Teich | Management | For | For |
| 1i | Elect Director Sharon Wienbar | Management | For | For |
| 1j | Elect Director Kareem Yusuf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| RESOURCES CONNECTION, INC.
MEETING DATE: OCT 20, 2022 |
||||
|
TICKER: RGP
SECURITY ID: 76122Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony C. Cherbak | Management | For | For |
| 1b | Elect Director Neil F. Dimick | Management | For | For |
| 1c | Elect Director Kate W. Duchene | Management | For | For |
| 2 | Ratify RSM US 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 |
| REV GROUP, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: REVG
SECURITY ID: 749527107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul Bamatter | Management | For | Withhold |
| 1.2 | Elect Director Dino Cusumano | Management | For | For |
| 1.3 | Elect Director Randall Swift | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ROBERT HALF INTERNATIONAL INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RHI
SECURITY ID: 770323103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julia L. Coronado | Management | For | For |
| 1b | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1c | Elect Director Harold M. Messmer, Jr. | Management | For | For |
| 1d | Elect Director Marc H. Morial | Management | For | For |
| 1e | Elect Director Robert J. Pace | Management | For | For |
| 1f | Elect Director Frederick A. Richman | Management | For | For |
| 1g | Elect Director M. Keith Waddell | Management | For | For |
| 1h | Elect Director Marnie H. Wilking | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ROCKET LAB USA, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: RKLB
SECURITY ID: 773122106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward Frank | Management | For | For |
| 1.2 | Elect Director Michael Griffin | Management | For | Withhold |
| 1.3 | Elect Director Matt Ocko | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ROCKWELL AUTOMATION, INC.
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: ROK
SECURITY ID: 773903109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| A1 | Elect Director William P. Gipson | Management | For | For |
| A2 | Elect Director Pam Murphy | Management | For | For |
| A3 | Elect Director Donald R. Parfet | Management | For | For |
| A4 | Elect Director Robert W. Soderbery | Management | For | For |
| B | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| C | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| D | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROLLINS, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ROL
SECURITY ID: 775711104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerry E. Gahlhoff, Jr. | Management | For | For |
| 1.2 | Elect Director Patrick J. Gunning | Management | For | For |
| 1.3 | Elect Director Gregory B. Morrison | Management | For | For |
| 1.4 | Elect Director Jerry W. Nix | Management | For | Withhold |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| RUSH ENTERPRISES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: RUSHA
SECURITY ID: 781846209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W.M. "Rusty" Rush | Management | For | For |
| 1.2 | Elect Director Thomas A. Akin | Management | For | For |
| 1.3 | Elect Director Raymond J. Chess | Management | For | For |
| 1.4 | Elect Director William H. Cary | Management | For | For |
| 1.5 | Elect Director Kennon H. Guglielmo | Management | For | For |
| 1.6 | Elect Director Elaine Mendoza | Management | For | For |
| 1.7 | Elect Director Troy A. Clarke | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 8 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RUSH ENTERPRISES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: RUSHA
SECURITY ID: 781846308
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W.M. "Rusty" Rush | Management | For | For |
| 1.2 | Elect Director Thomas A. Akin | Management | For | For |
| 1.3 | Elect Director Raymond J. Chess | Management | For | For |
| 1.4 | Elect Director William H. Cary | Management | For | For |
| 1.5 | Elect Director Kennon H. Guglielmo | Management | For | For |
| 1.6 | Elect Director Elaine Mendoza | Management | For | For |
| 1.7 | Elect Director Troy A. Clarke | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 8 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RXO, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: RXO
SECURITY ID: 74982T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Drew Wilkerson | Management | For | For |
| 1b | Elect Director Stephen Renna | Management | For | For |
| 1c | Elect Director Thomas Szlosek | 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 |
| RYDER SYSTEM, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: R
SECURITY ID: 783549108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert J. Eck | Management | For | For |
| 1b | Elect Director Robert A. Hagemann | Management | For | For |
| 1c | Elect Director Michael F. Hilton | Management | For | For |
| 1d | Elect Director Tamara L. Lundgren | Management | For | For |
| 1e | Elect Director Luis P. Nieto, Jr. | Management | For | For |
| 1f | Elect Director David G. Nord | Management | For | For |
| 1g | Elect Director Robert E. Sanchez | Management | For | For |
| 1h | Elect Director Abbie J. Smith | Management | For | For |
| 1i | Elect Director E. Follin Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Charles M. Swoboda | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| SAIA, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SAIA
SECURITY ID: 78709Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Donna E. Epps | Management | For | For |
| 1.2 | Elect Director John P. Gainor, Jr. | Management | For | For |
| 1.3 | Elect Director Kevin A. Henry | Management | For | For |
| 1.4 | Elect Director Frederick J. Holzgrefe, III | Management | For | For |
| 1.5 | Elect Director Donald R. James | Management | For | For |
| 1.6 | Elect Director Randolph W. Melville | Management | For | For |
| 1.7 | Elect Director Richard D. O'Dell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SCHNEIDER NATIONAL, INC.
MEETING DATE: APR 24, 2023 |
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|
TICKER: SNDR
SECURITY ID: 80689H102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jyoti Chopra | Management | For | For |
| 1.2 | Elect Director James R. Giertz | Management | For | For |
| 1.3 | Elect Director Robert W. Grubbs | Management | For | For |
| 1.4 | Elect Director Robert M. Knight, Jr. | Management | For | For |
| 1.5 | Elect Director Therese A. Koller | Management | For | For |
| 1.6 | Elect Director Mark B. Rourke | Management | For | For |
| 1.7 | Elect Director John A. Swainson | Management | For | For |
| 1.8 | Elect Director James L. Welch | Management | For | For |
| 1.9 | Elect Director Kathleen M. Zimmermann | 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 |
| SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: SAIC
SECURITY ID: 808625107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Garth N. Graham | Management | For | For |
| 1b | Elect Director Carolyn B. Handlon | Management | For | For |
| 1c | Elect Director Yvette M. Kanouff | Management | For | For |
| 1d | Elect Director Nazzic S. Keene | Management | For | For |
| 1e | Elect Director Timothy J. Mayopoulos | Management | For | For |
| 1f | Elect Director Katharina G. McFarland | Management | For | For |
| 1g | Elect Director Milford W. McGuirt | Management | For | For |
| 1h | Elect Director Donna S. Morea | Management | For | For |
| 1i | Elect Director James C. Reagan | Management | For | For |
| 1j | Elect Director Steven R. Shane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| SENSATA TECHNOLOGIES HOLDING PLC
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ST
SECURITY ID: G8060N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew C. Teich | Management | For | For |
| 1b | Elect Director Jeffrey J. Cote | Management | For | For |
| 1c | Elect Director John P. Absmeier | Management | For | For |
| 1d | Elect Director Daniel L. Black | Management | For | For |
| 1e | Elect Director Lorraine A. Bolsinger | Management | For | For |
| 1f | Elect Director Constance E. Skidmore | Management | For | For |
| 1g | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1h | Elect Director Martha N. Sullivan | Management | For | For |
| 1i | Elect Director Stephen M. Zide | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Director Compensation Report | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as U.K. Statutory Auditor | Management | For | For |
| 6 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 8 | Authorize Directed Share Repurchase Program | Management | For | For |
| 9 | Authorize Issue of Equity | Management | For | For |
| 10 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans | Management | For | For |
| 12 | Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights | Management | For | For |
| SES AI CORP.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SES
SECURITY ID: 78397Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jiong Ma | Management | For | For |
| 1.2 | Elect Director Michael Noonen | Management | For | For |
| 1.3 | Elect Director Eric Luo | 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 |
| SHOALS TECHNOLOGIES GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SHLS
SECURITY ID: 82489W107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeannette Mills | Management | For | For |
| 1.2 | Elect Director Lori Sundberg | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| SIMPSON MANUFACTURING CO., INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SSD
SECURITY ID: 829073105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James S. Andrasick | Management | For | For |
| 1b | Elect Director Jennifer A. Chatman | Management | For | For |
| 1c | Elect Director Gary M. Cusumano | Management | For | For |
| 1d | Elect Director Philip E. Donaldson | Management | For | For |
| 1e | Elect Director Celeste Volz Ford | Management | For | For |
| 1f | Elect Director Kenneth D. Knight | Management | For | For |
| 1g | Elect Director Robin G. MacGillivray | Management | For | For |
| 1h | Elect Director Michael Olosky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| SITEONE LANDSCAPE SUPPLY, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: SITE
SECURITY ID: 82982L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William (Bill) W. Douglas, III | Management | For | For |
| 1.2 | Elect Director Jeri L. Isbell | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SKYWEST, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: SKYW
SECURITY ID: 830879102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jerry C. Atkin | Management | For | For |
| 1b | Elect Director Russell A. Childs | Management | For | For |
| 1c | Elect Director Smita Conjeevaram | Management | For | For |
| 1d | Elect Director Meredith S. Madden | Management | For | For |
| 1e | Elect Director Ronald J. Mittelstaedt | Management | For | For |
| 1f | Elect Director Andrew C. Roberts | Management | For | For |
| 1g | Elect Director Keith E. Smith | Management | For | For |
| 1h | Elect Director James L. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SNAP-ON INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SNA
SECURITY ID: 833034101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Adams | Management | For | For |
| 1.2 | Elect Director Karen L. Daniel | Management | For | For |
| 1.3 | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1.4 | Elect Director James P. Holden | Management | For | For |
| 1.5 | Elect Director Nathan J. Jones | Management | For | For |
| 1.6 | Elect Director Henry W. Knueppel | Management | For | For |
| 1.7 | Elect Director W. Dudley Lehman | Management | For | For |
| 1.8 | Elect Director Nicholas T. Pinchuk | Management | For | For |
| 1.9 | Elect Director Gregg M. Sherrill | Management | For | For |
| 1.10 | Elect Director Donald J. Stebbins | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SOUTHWEST AIRLINES CO.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: LUV
SECURITY ID: 844741108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director Eduardo F. Conrado | Management | For | For |
| 1e | Elect Director William H. Cunningham | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director David P. Hess | Management | For | For |
| 1h | Elect Director Robert E. Jordan | Management | For | For |
| 1i | Elect Director Gary C. Kelly | Management | For | For |
| 1j | Elect Director Elaine Mendoza | Management | For | For |
| 1k | Elect Director John T. Montford | Management | For | For |
| 1l | Elect Director Christopher P. Reynolds | Management | For | For |
| 1m | Elect Director Ron Ricks | Management | For | For |
| 1n | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Majority Vote Cast to Remove Directors With or Without Cause | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| SP PLUS CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SP
SECURITY ID: 78469C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director G. Marc Baumann | Management | For | For |
| 1.2 | Elect Director Alice M. Peterson | Management | For | For |
| 1.3 | Elect Director Gregory A. Reid | Management | For | For |
| 1.4 | Elect Director Wyman T. Roberts | Management | For | For |
| 1.5 | Elect Director Diana L. Sands | Management | For | For |
| 1.6 | Elect Director Douglas R. Waggoner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| SPIRIT AEROSYSTEMS HOLDINGS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SPR
SECURITY ID: 848574109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen A. Cambone | Management | For | For |
| 1b | Elect Director Irene M. Esteves | Management | For | For |
| 1c | Elect Director William A. Fitzgerald | Management | For | For |
| 1d | Elect Director Paul E. Fulchino | Management | For | For |
| 1e | Elect Director Thomas C. Gentile, III | Management | For | For |
| 1f | Elect Director Robert D. Johnson | Management | For | For |
| 1g | Elect Director Ronald T. Kadish | Management | For | For |
| 1h | Elect Director John L. Plueger | Management | For | For |
| 1i | Elect Director James R. Ray, Jr. | Management | For | For |
| 1j | Elect Director Patrick M. Shanahan | Management | For | For |
| 1k | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SPIRIT AIRLINES, INC.
MEETING DATE: OCT 19, 2022 |
||||
|
TICKER: SAVE
SECURITY ID: 848577102
|
||||
| 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 |
| SPIRIT AIRLINES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SAVE
SECURITY ID: 848577102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward M. Christie, III | Management | For | For |
| 1.2 | Elect Director Mark B. Dunkerley | Management | For | For |
| 1.3 | Elect Director Christine P. Richards | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SPX TECHNOLOGIES, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: SPXC
SECURITY ID: 78473E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ricky D. Puckett | Management | For | For |
| 1.2 | Elect Director Meenal A. Sethna | Management | For | For |
| 1.3 | Elect Director Tana L. Utley | 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 |
| STANDEX INTERNATIONAL CORPORATION
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: SXI
SECURITY ID: 854231107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Chorman | Management | For | For |
| 1.2 | Elect Director Thomas J. Hansen | 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 |
| STANLEY BLACK & DECKER, INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: SWK
SECURITY ID: 854502101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald Allan, Jr. | Management | For | For |
| 1b | Elect Director Andrea J. Ayers | Management | For | For |
| 1c | Elect Director Patrick D. Campbell | Management | For | For |
| 1d | Elect Director Debra A. Crew | Management | For | For |
| 1e | Elect Director Michael D. Hankin | Management | For | For |
| 1f | Elect Director Robert J. Manning | Management | For | For |
| 1g | Elect Director Adrian V. Mitchell | Management | For | For |
| 1h | Elect Director Jane M. Palmieri | Management | For | For |
| 1i | Elect Director Mojdeh Poul | Management | For | For |
| 1j | Elect Director Irving Tan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| STEELCASE INC.
MEETING DATE: JUL 13, 2022 |
||||
|
TICKER: SCS
SECURITY ID: 858155203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara E. Armbruster | Management | For | For |
| 1b | Elect Director Timothy C. E. Brown | Management | For | For |
| 1c | Elect Director Connie K. Duckworth | Management | For | For |
| 1d | Elect Director Todd P. Kelsey | Management | For | For |
| 1e | Elect Director Jennifer C. Niemann | Management | For | For |
| 1f | Elect Director Robert C. Pew, III | Management | For | For |
| 1g | Elect Director Cathy D. Ross | Management | For | For |
| 1h | Elect Director Catherine C. B. Schmelter | Management | For | For |
| 1i | Elect Director Peter M. Wege, II | Management | For | For |
| 1j | Elect Director Linda K. Williams | Management | For | For |
| 1k | Elect Director Kate Pew Wolters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| STEM, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: STEM
SECURITY ID: 85859N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adam E. Daley | Management | For | For |
| 1b | Elect Director Anil Tammineedi | Management | For | For |
| 1c | Elect Director Lisa L. Troe | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STERICYCLE, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: SRCL
SECURITY ID: 858912108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert S. Murley | Management | For | For |
| 1b | Elect Director Cindy J. Miller | Management | For | For |
| 1c | Elect Director Brian P. Anderson | Management | For | For |
| 1d | Elect Director Lynn D. Bleil | Management | For | For |
| 1e | Elect Director Thomas F. Chen | Management | For | For |
| 1f | Elect Director Victoria L. Dolan | Management | For | For |
| 1g | Elect Director Naren K. Gursahaney | Management | For | For |
| 1h | Elect Director J. Joel Hackney, Jr. | Management | For | For |
| 1i | Elect Director Stephen C. Hooley | Management | For | For |
| 1j | Elect Director James L. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Political Contributions | Shareholder | Against | Against |
| 6 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| STERLING CHECK CORP.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: STER
SECURITY ID: 85917T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mohit Kapoor | Management | For | For |
| 1.2 | Elect Director Bertrand Villon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| STERLING INFRASTRUCTURE, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: STRL
SECURITY ID: 859241101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Roger A. Cregg | Management | For | For |
| 1b | Elect Director Joseph A. Cutillo | Management | For | For |
| 1c | Elect Director Julie A. Dill | Management | For | For |
| 1d | Elect Director Dana C. O'Brien | Management | For | For |
| 1e | Elect Director Charles R. Patton | Management | For | For |
| 1f | Elect Director Thomas M. White | Management | For | For |
| 1g | Elect Director Dwayne A. Wilson | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| SUN COUNTRY AIRLINES HOLDINGS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: SNCY
SECURITY ID: 866683105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marion Blakey | Management | For | For |
| 1.2 | Elect Director Patrick O'Keeffe | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| SUNPOWER CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: SPWR
SECURITY ID: 867652406
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Faricy | Management | For | For |
| 1.2 | Elect Director Nathaniel Anschuetz | Management | For | For |
| 1.3 | Elect Director Thomas McDaniel | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SUNRUN, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: RUN
SECURITY ID: 86771W105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leslie Dach | Management | For | For |
| 1.2 | Elect Director Edward Fenster | Management | For | For |
| 1.3 | Elect Director Mary Powell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| TENNANT COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: TNC
SECURITY ID: 880345103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol S. Eicher | Management | For | For |
| 1b | Elect Director Maria C. Green | Management | For | For |
| 1c | Elect Director Donal L. Mulligan | Management | For | For |
| 1d | Elect Director Andrew P. Hider | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TEREX CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TEX
SECURITY ID: 880779103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paula H. J. Cholmondeley | Management | For | For |
| 1b | Elect Director Donald DeFosset | Management | For | For |
| 1c | Elect Director John L. Garrison, Jr. | Management | For | For |
| 1d | Elect Director Thomas J. Hansen | Management | For | For |
| 1e | Elect Director Sandie O'Connor | Management | For | For |
| 1f | Elect Director Christopher Rossi | Management | For | For |
| 1g | Elect Director Andra Rush | Management | For | For |
| 1h | Elect Director David A. Sachs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| TETRA TECH, INC.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: TTEK
SECURITY ID: 88162G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Dan L. Batrack | Management | For | For |
| 1B | Elect Director Gary R. Birkenbeuel | Management | For | For |
| 1C | Elect Director Prashant Gandhi | Management | For | For |
| 1D | Elect Director Joanne M. Maguire | Management | For | For |
| 1E | Elect Director Christiana Obiaya | Management | For | For |
| 1F | Elect Director Kimberly E. Ritrievi | Management | For | For |
| 1G | Elect Director J. Kenneth Thompson | Management | For | For |
| 1H | Elect Director Kirsten M. Volpi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TEXTRON INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: TXT
SECURITY ID: 883203101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard F. Ambrose | Management | For | For |
| 1b | Elect Director Kathleen M. Bader | Management | For | For |
| 1c | Elect Director R. Kerry Clark | Management | For | For |
| 1d | Elect Director Scott C. Donnelly | Management | For | For |
| 1e | Elect Director Deborah Lee James | Management | For | For |
| 1f | Elect Director Thomas A. Kennedy | Management | For | For |
| 1g | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1h | Elect Director James L. Ziemer | Management | For | For |
| 1i | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE AZEK COMPANY INC.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: AZEK
SECURITY ID: 05478C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary Hendrickson | Management | For | For |
| 1.2 | Elect Director Howard Heckes | Management | For | For |
| 1.3 | Elect Director Bennett Rosenthal | Management | For | For |
| 1.4 | Elect Director Jesse Singh | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| THE BOEING COMPANY
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: BA
SECURITY ID: 097023105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE BRINK'S COMPANY
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: BCO
SECURITY ID: 109696104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathie J. Andrade | Management | For | For |
| 1b | Elect Director Paul G. Boynton | Management | For | For |
| 1c | Elect Director Ian D. Clough | Management | For | For |
| 1d | Elect Director Susan E. Docherty | Management | For | For |
| 1e | Elect Director Mark Eubanks | Management | For | For |
| 1f | Elect Director Michael J. Herling | Management | For | For |
| 1g | Elect Director A. Louis Parker | Management | For | For |
| 1h | Elect Director Timothy J. Tynan | Management | For | For |
| 1i | Elect Director Keith R. Wyche | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE GEO GROUP, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: GEO
SECURITY ID: 36162J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas C. Bartzokis | Management | For | For |
| 1b | Elect Director Jack Brewer | Management | For | For |
| 1c | Elect Director Jose Gordo | Management | For | For |
| 1d | Elect Director Scott M. Kernan | Management | For | For |
| 1e | Elect Director Lindsay L. Koren | Management | For | For |
| 1f | Elect Director Terry Mayotte | Management | For | For |
| 1g | Elect Director Andrew N. Shapiro | Management | For | For |
| 1h | Elect Director Julie Myers Wood | Management | For | For |
| 1i | Elect Director George C. Zoley | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| THE GORMAN-RUPP COMPANY
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: GRC
SECURITY ID: 383082104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Donald H. Bullock, Jr. | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Gorman | Management | For | For |
| 1.3 | Elect Director M. Ann Harlan | Management | For | For |
| 1.4 | Elect Director Scott A. King | Management | For | For |
| 1.5 | Elect Director Christopher H. Lake | Management | For | For |
| 1.6 | Elect Director Sonja K. McClelland | Management | For | For |
| 1.7 | Elect Director Vincent K. Petrella | Management | For | For |
| 1.8 | Elect Director Kenneth R. Reynolds | Management | For | For |
| 1.9 | Elect Director Charmaine R. Riggins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE GREENBRIER COMPANIES, INC.
MEETING DATE: JAN 06, 2023 |
||||
|
TICKER: GBX
SECURITY ID: 393657101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda F. Felton | Management | For | For |
| 1b | Elect Director Graeme A. Jack | Management | For | For |
| 1c | Elect Director David L. Starling | Management | For | For |
| 1d | Elect Director Lorie L. Tekorius | Management | For | For |
| 1e | Elect Director Wendy L. Teramoto | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE MANITOWOC COMPANY, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: MTW
SECURITY ID: 563571405
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anne E. Belec | Management | For | For |
| 1.2 | Elect Director Robert G. Bohn | Management | For | For |
| 1.3 | Elect Director Anne M. Cooney | Management | For | For |
| 1.4 | Elect Director Amy R. Davis | Management | For | For |
| 1.5 | Elect Director Kenneth W. Krueger | Management | For | For |
| 1.6 | Elect Director Robert W. Malone | Management | For | For |
| 1.7 | Elect Director C. David Myers | Management | For | For |
| 1.8 | Elect Director John C. Pfeifer | Management | For | For |
| 1.9 | Elect Director Aaron H. Ravenscroft | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE SHYFT GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SHYF
SECURITY ID: 825698103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Dinkins | Management | For | For |
| 1.2 | Elect Director Angela K. Freeman | Management | For | For |
| 1.3 | Elect Director Pamela L. Kermisch | Management | For | For |
| 1.4 | Elect Director Mark B. Rourke | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| THE TIMKEN COMPANY
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: TKR
SECURITY ID: 887389104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maria A. Crowe | Management | For | For |
| 1.2 | Elect Director Elizabeth A. Harrell | Management | For | For |
| 1.3 | Elect Director Richard G. Kyle | Management | For | For |
| 1.4 | Elect Director Sarah C. Lauber | Management | For | For |
| 1.5 | Elect Director John A. Luke, Jr. | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director James F. Palmer | Management | For | For |
| 1.8 | Elect Director Ajita G. Rajendra | Management | For | For |
| 1.9 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.10 | Elect Director John M. Timken, Jr. | Management | For | For |
| 1.11 | Elect Director Ward J. Timken, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| THE TORO COMPANY
MEETING DATE: MAR 21, 2023 |
||||
|
TICKER: TTC
SECURITY ID: 891092108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey M. Ettinger | Management | For | For |
| 1.2 | Elect Director Eric P. Hansotia | Management | For | For |
| 1.3 | Elect Director D. Christian Koch | 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 |
| THERMON GROUP HOLDINGS, INC.
MEETING DATE: AUG 01, 2022 |
||||
|
TICKER: THR
SECURITY ID: 88362T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John U. Clarke | Management | For | For |
| 1.2 | Elect Director Linda A. Dalgetty | Management | For | For |
| 1.3 | Elect Director Roger L. Fix | Management | For | For |
| 1.4 | Elect Director Marcus J. George | Management | For | For |
| 1.5 | Elect Director Kevin J. McGinty | Management | For | For |
| 1.6 | Elect Director John T. Nesser, III | Management | For | For |
| 1.7 | Elect Director Bruce A. Thames | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TITAN INTERNATIONAL, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: TWI
SECURITY ID: 88830M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard M. Cashin, Jr. | Management | For | Withhold |
| 1.2 | Elect Director Max A. Guinn | Management | For | For |
| 1.3 | Elect Director Mark H. Rachesky | Management | For | For |
| 1.4 | Elect Director Paul G. Reitz | Management | For | For |
| 1.5 | Elect Director Anthony L. Soave | Management | For | For |
| 1.6 | Elect Director Maurice M. Taylor, Jr. | Management | For | For |
| 1.7 | Elect Director Laura K. Thompson | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| TITAN MACHINERY INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: TITN
SECURITY ID: 88830R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tony Christianson | Management | For | For |
| 1.2 | Elect Director Christine Hamilton | 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 |
| TPI COMPOSITES, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: TPIC
SECURITY ID: 87266J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven C. Lockard | Management | For | For |
| 1.2 | Elect Director William E. Siwek | Management | For | For |
| 1.3 | Elect Director Philip J. Deutch | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirements | Management | For | For |
| TRANE TECHNOLOGIES PLC
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: TT
SECURITY ID: G8994E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director April Miller Boise | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Mark R. George | Management | For | For |
| 1f | Elect Director John A. Hayes | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director David S. Regnery | Management | For | For |
| 1j | Elect Director Melissa N. Schaeffer | Management | For | For |
| 1k | Elect Director John P. Surma | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Issue of Equity | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| TRANSDIGM GROUP INCORPORATED
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: TDG
SECURITY ID: 893641100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | Withhold |
| 1.4 | Elect Director Michael Graff | Management | For | Withhold |
| 1.5 | Elect Director Sean Hennessy | Management | For | Withhold |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | Withhold |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| TRANSDIGM GROUP INCORPORATED
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: TDG
SECURITY ID: 893641100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | Withhold |
| 1.4 | Elect Director Michael Graff | Management | For | Withhold |
| 1.5 | Elect Director Sean Hennessy | Management | For | Withhold |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | Withhold |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | Withhold |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| TRANSUNION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: TRU
SECURITY ID: 89400J107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George M. Awad | Management | For | For |
| 1b | Elect Director William P. (Billy) Bosworth | Management | For | For |
| 1c | Elect Director Christopher A. Cartwright | Management | For | For |
| 1d | Elect Director Suzanne P. Clark | Management | For | For |
| 1e | Elect Director Hamidou Dia | Management | For | For |
| 1f | Elect Director Russell P. Fradin | Management | For | For |
| 1g | Elect Director Charles E. Gottdiener | Management | For | For |
| 1h | Elect Director Pamela A. Joseph | Management | For | For |
| 1i | Elect Director Thomas L. Monahan, III | Management | For | For |
| 1j | Elect Director Ravi Kumar Singisetti | Management | For | For |
| 1k | Elect Director Linda K. Zukauckas | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TREX COMPANY, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: TREX
SECURITY ID: 89531P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay M. Gratz | Management | For | For |
| 1.2 | Elect Director Ronald W. Kaplan | Management | For | For |
| 1.3 | Elect Director Gerald Volas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TRINET GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TNET
SECURITY ID: 896288107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Burton M. Goldfield | Management | For | For |
| 1.3 | Elect Director David C. Hodgson | Management | For | For |
| 1.4 | Elect Director Jacqueline Kosecoff | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| TRINITY INDUSTRIES, INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: TRN
SECURITY ID: 896522109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William P. Ainsworth | Management | For | For |
| 1b | Elect Director Robert C. Biesterfeld, Jr. | Management | For | For |
| 1c | Elect Director John J. Diez | Management | For | For |
| 1d | Elect Director Leldon E. Echols | Management | For | For |
| 1e | Elect Director Veena M. Lakkundi | Management | For | For |
| 1f | Elect Director S. Todd Maclin | Management | For | For |
| 1g | Elect Director E. Jean Savage | Management | For | For |
| 1h | Elect Director Dunia A. Shive | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TRITON INTERNATIONAL LIMITED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TRTN
SECURITY ID: G9078F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian M. Sondey | Management | For | For |
| 1b | Elect Director Robert W. Alspaugh | Management | For | For |
| 1c | Elect Director Malcolm P. Baker | Management | For | For |
| 1d | Elect Director Annabelle Bexiga | Management | For | For |
| 1e | Elect Director Claude Germain | Management | For | For |
| 1f | Elect Director Kenneth J. Hanau | Management | For | For |
| 1g | Elect Director John S. Hextall | Management | For | For |
| 1h | Elect Director Terri A. Pizzuto | Management | For | For |
| 1i | Elect Director Niharika Ramdev | Management | For | For |
| 1j | Elect Director Robert L. Rosner | Management | For | For |
| 1k | Elect Director Simon R. Vernon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| TRIUMPH GROUP, INC.
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: TGI
SECURITY ID: 896818101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul Bourgon | Management | For | For |
| 1b | Elect Director Daniel J. Crowley | Management | For | For |
| 1c | Elect Director Daniel P. Garton | Management | For | For |
| 1d | Elect Director Barbara W. Humpton | Management | For | For |
| 1e | Elect Director Neal J. Keating | Management | For | For |
| 1f | Elect Director William L. Mansfield | Management | For | For |
| 1g | Elect Director Colleen C. Repplier | Management | For | For |
| 1h | Elect Director Larry O. Spencer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Tax Benefit Preservation Plan | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TRUEBLUE, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TBI
SECURITY ID: 89785X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Colleen B. Brown | Management | For | For |
| 1b | Elect Director Steven C. Cooper | Management | For | For |
| 1c | Elect Director William C. Goings | Management | For | For |
| 1d | Elect Director Kim Harris Jones | Management | For | For |
| 1e | Elect Director R. Chris Kreidler | Management | For | For |
| 1f | Elect Director Sonita Lontoh | Management | For | For |
| 1g | Elect Director Jeffrey B. Sakaguchi | Management | For | For |
| 1h | Elect Director Kristi A. Savacool | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TUTOR PERINI CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: TPC
SECURITY ID: 901109108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald N. Tutor | Management | For | For |
| 1.2 | Elect Director Peter Arkley | Management | For | Withhold |
| 1.3 | Elect Director Jigisha Desai | Management | For | For |
| 1.4 | Elect Director Sidney J. Feltenstein | Management | For | For |
| 1.5 | Elect Director Michael F. Horodniceanu | Management | For | Withhold |
| 1.6 | Elect Director Michael R. Klein | Management | For | Withhold |
| 1.7 | Elect Director Robert C. Lieber | Management | For | Withhold |
| 1.8 | Elect Director Dennis D. Oklak | Management | For | For |
| 1.9 | Elect Director Raymond R. Oneglia | Management | For | Withhold |
| 1.10 | Elect Director Dale Anne Reiss | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UBER TECHNOLOGIES, INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: UBER
SECURITY ID: 90353T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald Sugar | Management | For | For |
| 1b | Elect Director Revathi Advaithi | Management | For | For |
| 1c | Elect Director Ursula Burns | Management | For | For |
| 1d | Elect Director Robert Eckert | Management | For | For |
| 1e | Elect Director Amanda Ginsberg | Management | For | For |
| 1f | Elect Director Dara Khosrowshahi | Management | For | For |
| 1g | Elect Director Wan Ling Martello | Management | For | For |
| 1h | Elect Director John Thain | Management | For | For |
| 1i | Elect Director David I. Trujillo | Management | For | For |
| 1j | Elect Director Alexander Wynaendts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Commission a Third-Party Audit on Driver Health and Safety | Shareholder | Against | Against |
| UFP INDUSTRIES, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: UFPI
SECURITY ID: 90278Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin J. Mclean | Management | For | For |
| 1b | Elect Director Mary Tuuk Kuras | Management | For | For |
| 1c | Elect Director Michael G. Wooldridge | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNIFIRST CORPORATION
MEETING DATE: JAN 10, 2023 |
||||
|
TICKER: UNF
SECURITY ID: 904708104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas S. Postek | Management | For | For |
| 1.2 | Elect Director Steven S. Sintros | Management | For | For |
| 1.3 | Elect Director Raymond C. Zemlin | Management | For | For |
| 1.4 | Elect Director Joseph M. Nowicki | Management | For | For |
| 1.5 | Elect Director Sergio A. Pupkin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNION PACIFIC CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: UNP
SECURITY ID: 907818108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| UNITED PARCEL SERVICE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: UPS
SECURITY ID: 911312106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | For |
| 1h | Elect Director William Johnson | Management | For | For |
| 1i | Elect Director Franck Moison | Management | For | For |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | For |
| 1l | Elect Director Kevin Warsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | Against |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | Against |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | Against |
| 8 | Report on Just Transition | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| UNITED RENTALS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: URI
SECURITY ID: 911363109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Marc A. Bruno | Management | For | For |
| 1c | Elect Director Larry D. De Shon | Management | For | For |
| 1d | Elect Director Matthew J. Flannery | Management | For | For |
| 1e | Elect Director Bobby J. Griffin | Management | For | For |
| 1f | Elect Director Kim Harris Jones | Management | For | For |
| 1g | Elect Director Terri L. Kelly | Management | For | For |
| 1h | Elect Director Michael J. Kneeland | Management | For | For |
| 1i | Elect Director Francisco J. Lopez-Balboa | Management | For | For |
| 1j | Elect Director Gracia C. Martore | Management | For | For |
| 1k | Elect Director Shiv Singh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 15% | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 10% | Shareholder | Against | Against |
| UNIVAR SOLUTIONS INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: UNVR
SECURITY ID: 91336L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joan A. Braca | Management | For | For |
| 1.2 | Elect Director Mark J. Byrne | Management | For | For |
| 1.3 | Elect Director Daniel P. Doheny | Management | For | For |
| 1.4 | Elect Director Rhonda Germany | Management | For | For |
| 1.5 | Elect Director David C. Jukes | Management | For | For |
| 1.6 | Elect Director Varun Laroyia | Management | For | For |
| 1.7 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.8 | Elect Director Christopher D. Pappas | Management | For | For |
| 1.9 | Elect Director Kerry J. Preete | Management | For | For |
| 1.10 | Elect Director Robert L. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNIVAR SOLUTIONS INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: UNVR
SECURITY ID: 91336L107
|
||||
| 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 |
| UNIVERSAL LOGISTICS HOLDINGS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ULH
SECURITY ID: 91388P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Grant E. Belanger | Management | For | Withhold |
| 1.2 | Elect Director Frederick P. Calderone | Management | For | For |
| 1.3 | Elect Director Daniel J. Deane | Management | For | Withhold |
| 1.4 | Elect Director Clarence W. Gooden | Management | For | For |
| 1.5 | Elect Director Matthew J. Moroun | Management | For | For |
| 1.6 | Elect Director Matthew T. Moroun | Management | For | Withhold |
| 1.7 | Elect Director Timothy Phillips | Management | For | For |
| 1.8 | Elect Director Michael A. Regan | Management | For | For |
| 1.9 | Elect Director Richard P. Urban | Management | For | Withhold |
| 1.10 | Elect Director H. E. Scott Wolfe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| UPWORK INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: UPWK
SECURITY ID: 91688F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leela Srinivasan | Management | For | For |
| 1b | Elect Director Gary Steele | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Certificate of Incorporation | Management | For | For |
| V2X, INC.
MEETING DATE: OCT 27, 2022 |
||||
|
TICKER: VVX
SECURITY ID: 92242T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary L. Howell | Management | For | For |
| 1b | Elect Director Eric M. Pillmore | Management | For | For |
| 1c | Elect Director Joel M. Rotroff | Management | For | For |
| 1d | Elect Director Neil D. Snyder | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| V2X, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: VVX
SECURITY ID: 92242T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Edward "Ed" Boyington, Jr. | Management | For | For |
| 1b | Elect Director Melvin F. Parker | Management | For | For |
| 1c | Elect Director Stephen L. Waechter | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VALMONT INDUSTRIES, INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: VMI
SECURITY ID: 920253101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mogens C. Bay | Management | For | For |
| 1.2 | Elect Director Ritu Favre | Management | For | For |
| 1.3 | Elect Director Richard A. Lanoha | 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 |
| VELO3D, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: VLD
SECURITY ID: 92259N104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Idelchik | Management | For | For |
| 1.2 | Elect Director Stefan Krause | Management | For | For |
| 1.3 | Elect Director Ellen Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| VERISK ANALYTICS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRSK
SECURITY ID: 92345Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent K. Brooks | Management | For | For |
| 1b | Elect Director Jeffrey Dailey | Management | For | For |
| 1c | Elect Director Wendy Lane | Management | For | For |
| 1d | Elect Director Lee M. Shavel | Management | For | For |
| 1e | Elect Director Kimberly S. Stevenson | Management | For | For |
| 1f | Elect Director Olumide Soroye | 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 |
| VERITIV CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: VRTV
SECURITY ID: 923454102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Salvatore A. Abbate | Management | For | For |
| 1.2 | Elect Director Autumn R. Bayles | Management | For | For |
| 1.3 | Elect Director Shantella E. Cooper | Management | For | For |
| 1.4 | Elect Director David E. Flitman | Management | For | For |
| 1.5 | Elect Director Tracy A. Leinbach | Management | For | For |
| 1.6 | Elect Director Stephen E. Macadam | Management | For | For |
| 1.7 | Elect Director Gregory B. Morrison | Management | For | For |
| 1.8 | Elect Director Michael P. Muldowney | Management | For | For |
| 1.9 | Elect Director Charles G. Ward, III | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Articles of Incorporation To Provide for Exculpation of Officers | Management | For | For |
| VERTIV HOLDINGS CO.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: VRT
SECURITY ID: 92537N108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cote | Management | For | For |
| 1b | Elect Director Giordano Albertazzi | Management | For | For |
| 1c | Elect Director Joseph J. DeAngelo | Management | For | For |
| 1d | Elect Director Joseph van Dokkum | Management | For | For |
| 1e | Elect Director Roger Fradin | Management | For | For |
| 1f | Elect Director Jakki L. Haussler | Management | For | For |
| 1g | Elect Director Jacob Kotzubei | Management | For | For |
| 1h | Elect Director Matthew Louie | Management | For | For |
| 1i | Elect Director Edward L. Monser | Management | For | For |
| 1j | Elect Director Steven S. Reinemund | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VIAD CORP
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: VVI
SECURITY ID: 92552R406
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward E. Mace | Management | For | For |
| 1b | Elect Director Joshua E. Schechter | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VICOR CORPORATION
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: VICR
SECURITY ID: 925815102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Samuel J. Anderson | Management | For | For |
| 1.2 | Elect Director M. Michael Ansour | Management | For | For |
| 1.3 | Elect Director Jason L. Carlson | Management | For | For |
| 1.4 | Elect Director Philip D. Davies | Management | For | For |
| 1.5 | Elect Director Andrew T. D'Amico | Management | For | For |
| 1.6 | Elect Director Estia J. Eichten | Management | For | Withhold |
| 1.7 | Elect Director Zmira Lavie | Management | For | For |
| 1.8 | Elect Director Michael S. McNamara | Management | For | For |
| 1.9 | Elect Director James F. Schmidt | Management | For | For |
| 1.10 | Elect Director John Shen | Management | For | For |
| 1.11 | Elect Director Claudio Tuozzolo | Management | For | For |
| 1.12 | Elect Director Patrizio Vinciarelli | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| VIRGIN GALACTIC HOLDINGS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SPCE
SECURITY ID: 92766K106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evan Lovell | Management | For | For |
| 1b | Elect Director Michael Colglazier | Management | For | For |
| 1c | Elect Director Wanda Austin | Management | For | Withhold |
| 1d | Elect Director Tina Jonas | Management | For | For |
| 1e | Elect Director Craig Kreeger | Management | For | For |
| 1f | Elect Director Raymond Mabus, Jr. | Management | For | For |
| 1g | Elect Director Wanda Sigur | Management | For | For |
| 1h | Elect Director Diana Strandberg | Management | For | For |
| 1i | Elect Director W. Gilbert (Gil) West | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| VSE CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: VSEC
SECURITY ID: 918284100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John A. Cuomo | Management | For | For |
| 1.2 | Elect Director Edward P. Dolanski | Management | For | For |
| 1.3 | Elect Director Ralph E. Eberhart | Management | For | For |
| 1.4 | Elect Director Mark E. Ferguson, III | Management | For | For |
| 1.5 | Elect Director Calvin S. Koonce | Management | For | For |
| 1.6 | Elect Director John E. Potter | Management | For | For |
| 1.7 | Elect Director Bonnie K. Wachtel | Management | For | For |
| 1.8 | Elect Director Anita D. Britt | Management | For | For |
| 1.9 | Elect Director Lloyd E. Johnson | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Restricted Stock Plan | Management | For | For |
| W.W. GRAINGER, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: GWW
SECURITY ID: 384802104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director V. Ann Hailey | Management | For | For |
| 1c | Elect Director Katherine D. Jaspon | Management | For | For |
| 1d | Elect Director Stuart L. Levenick | Management | For | For |
| 1e | Elect Director D.G. Macpherson | Management | For | For |
| 1f | Elect Director Neil S. Novich | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director Susan Slavik Williams | Management | For | For |
| 1j | Elect Director Lucas E. Watson | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WABASH NATIONAL CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: WNC
SECURITY ID: 929566107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Therese M. Bassett | Management | For | For |
| 1b | Elect Director John G. Boss | Management | For | For |
| 1c | Elect Director Trent Broberg | Management | For | For |
| 1d | Elect Director Larry J. Magee | Management | For | For |
| 1e | Elect Director Ann D. Murtlow | Management | For | For |
| 1f | Elect Director Sudhanshu S. Priyadarshi | Management | For | For |
| 1g | Elect Director Scott K. Sorensen | Management | For | For |
| 1h | Elect Director Stuart A. Taylor, II | Management | For | For |
| 1i | Elect Director Brent L. Yeagy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WASTE CONNECTIONS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: WCN
SECURITY ID: 94106B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrea E. Bertone | Management | For | For |
| 1b | Elect Director Edward E. "Ned" Guillet | Management | For | For |
| 1c | Elect Director Michael W. Harlan | Management | For | For |
| 1d | Elect Director Larry S. Hughes | Management | For | For |
| 1e | Elect Director Worthing F. Jackman *Withdrawn Resolution* | Management | None | None |
| 1f | Elect Director Elise L. Jordan | Management | For | For |
| 1g | Elect Director Susan "Sue" Lee | Management | For | For |
| 1h | Elect Director Ronald J. Mittelstaedt | Management | For | For |
| 1i | Elect Director William J. Razzouk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| WASTE MANAGEMENT, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: WM
SECURITY ID: 94106L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce E. Chinn | Management | For | For |
| 1b | Elect Director James C. Fish, Jr. | Management | For | For |
| 1c | Elect Director Andres R. Gluski | Management | For | For |
| 1d | Elect Director Victoria M. Holt | Management | For | For |
| 1e | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1f | Elect Director Sean E. Menke | Management | For | For |
| 1g | Elect Director William B. Plummer | Management | For | For |
| 1h | Elect Director John C. Pope | Management | For | For |
| 1i | Elect Director Maryrose T. Sylvester | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WATSCO, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: WSO
SECURITY ID: 942622200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Ana Lopez-Blazquez | 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 |
| WATTS WATER TECHNOLOGIES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: WTS
SECURITY ID: 942749102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher L. Conway | Management | For | For |
| 1.2 | Elect Director Michael J. Dubose | Management | For | For |
| 1.3 | Elect Director David A. Dunbar | Management | For | For |
| 1.4 | Elect Director Louise K. Goeser | Management | For | For |
| 1.5 | Elect Director W. Craig Kissel | Management | For | For |
| 1.6 | Elect Director Joseph T. Noonan | Management | For | For |
| 1.7 | Elect Director Robert J. Pagano, Jr. | Management | For | For |
| 1.8 | Elect Director Merilee Raines | Management | For | For |
| 1.9 | Elect Director Joseph W. Reitmeier | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| WERNER ENTERPRISES, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: WERN
SECURITY ID: 950755108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diane K. Duren | Management | For | For |
| 1.2 | Elect Director Derek J. Leathers | Management | For | For |
| 1.3 | Elect Director Michelle D. Livingstone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| WESCO INTERNATIONAL, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: WCC
SECURITY ID: 95082P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Engel | Management | For | For |
| 1.2 | Elect Director Anne M. Cooney | Management | For | For |
| 1.3 | Elect Director Matthew J. Espe | Management | For | For |
| 1.4 | Elect Director Bobby J. Griffin | Management | For | For |
| 1.5 | Elect Director Sundaram "Naga" Nagarajan | Management | For | For |
| 1.6 | Elect Director Steven A. Raymund | Management | For | For |
| 1.7 | Elect Director James L. Singleton | Management | For | For |
| 1.8 | Elect Director Easwaran Sundaram | Management | For | For |
| 1.9 | Elect Director Laura K. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: WAB
SECURITY ID: 929740108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rafael Santana | Management | For | For |
| 1b | Elect Director Lee C. Banks | Management | For | For |
| 1c | Elect Director Byron S. Foster | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WILLSCOT MOBILE MINI HOLDINGS CORP.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: WSC
SECURITY ID: 971378104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark S. Bartlett | Management | For | For |
| 1.2 | Elect Director Erika T. Davis | Management | For | For |
| 1.3 | Elect Director Gerard E. Holthaus | Management | For | For |
| 1.4 | Elect Director Erik Olsson | Management | For | For |
| 1.5 | Elect Director Rebecca L. Owen | Management | For | For |
| 1.6 | Elect Director Jeff Sagansky | Management | For | For |
| 1.7 | Elect Director Bradley L. Soultz | Management | For | For |
| 1.8 | Elect Director Michael W. Upchurch | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WOODWARD, INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: WWD
SECURITY ID: 980745103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Hess | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| XPO, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: XPO
SECURITY ID: 983793100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brad Jacobs | Management | For | For |
| 1.2 | Elect Director Jason Aiken | Management | For | For |
| 1.3 | Elect Director Bella Allaire | Management | For | For |
| 1.4 | Elect Director Wes Frye | Management | For | For |
| 1.5 | Elect Director Mario Harik | Management | For | For |
| 1.6 | Elect Director Michael Jesselson | Management | For | For |
| 1.7 | Elect Director Allison Landry | Management | For | For |
| 1.8 | Elect Director Irene Moshouris | Management | For | For |
| 1.9 | Elect Director Johnny C. Taylor, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| XYLEM INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: XYL
SECURITY ID: 98419M100
|
||||
| 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 |
| XYLEM INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: XYL
SECURITY ID: 98419M100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Patrick K. Decker | Management | For | For |
| 1c | Elect Director Earl R. Ellis | Management | For | For |
| 1d | Elect Director Robert F. Friel | Management | For | For |
| 1e | Elect Director Victoria D. Harker | Management | For | For |
| 1f | Elect Director Steven R. Loranger | Management | For | For |
| 1g | Elect Director Mark D. Morelli | Management | For | For |
| 1h | Elect Director Jerome A. Peribere | Management | For | For |
| 1i | Elect Director Lila Tretikov | Management | For | For |
| 1j | Elect Director Uday Yadav | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| ZURN ELKAY WATER SOLUTIONS CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ZWS
SECURITY ID: 98983L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas D. Christopoul | Management | For | For |
| 1.2 | Elect Director Emma M. McTague | Management | For | For |
| 1.3 | Elect Director Peggy N. Troy | 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 |
VOTE SUMMARY REPORT
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 8X8, INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: EGHT
SECURITY ID: 282914100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jaswinder Pal Singh | Management | For | For |
| 1.2 | Elect Director David Sipes | Management | For | For |
| 1.3 | Elect Director Monique Bonner | Management | For | For |
| 1.4 | Elect Director Todd Ford | Management | For | For |
| 1.5 | Elect Director Alison Gleeson | Management | For | For |
| 1.6 | Elect Director Vladimir Jacimovic | Management | For | For |
| 1.7 | Elect Director Eric Salzman | Management | For | For |
| 1.8 | Elect Director Elizabeth Theophille | Management | For | For |
| 2 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Increase Authorized Common Stock | Management | For | For |
| A10 NETWORKS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ATEN
SECURITY ID: 002121101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tor R. Braham | Management | For | For |
| 1b | Elect Director Peter Y. Chung | Management | For | For |
| 1c | Elect Director Eric Singer | Management | For | For |
| 1d | Elect Director Dhrupad Trivedi | Management | For | For |
| 1e | Elect Director Dana Wolf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Armanino LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| ACCENTURE PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: ACN
SECURITY ID: G1151C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | Against |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ACI WORLDWIDE, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ACIW
SECURITY ID: 004498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet O. Estep | Management | For | For |
| 1.2 | Elect Director James C. Hale, III | Management | For | For |
| 1.3 | Elect Director Mary P. Harman | Management | For | For |
| 1.4 | Elect Director Charles E. Peters, Jr. | Management | For | For |
| 1.5 | Elect Director Adalio T. Sanchez | Management | For | For |
| 1.6 | Elect Director Thomas W. Warsop, III | Management | For | For |
| 1.7 | Elect Director Samir M. Zabaneh | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| ACM RESEARCH, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ACMR
SECURITY ID: 00108J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Haiping Dun | Management | For | For |
| 1b | Elect Director Chenming C. Hu | Management | For | For |
| 1c | Elect Director Tracy Liu | Management | For | For |
| 1d | Elect Director David H. Wang | Management | For | For |
| 1e | Elect Director Xiao Xing | Management | For | For |
| 2 | Ratify Armanino LLP as Auditors | Management | For | For |
| ADEIA INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ADEA
SECURITY ID: 00676P107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul E. Davis | Management | For | For |
| 1b | Elect Director V Sue Molina | Management | For | For |
| 1c | Elect Director Daniel Moloney | Management | For | For |
| 1d | Elect Director Tonia O'Connor | Management | For | For |
| 1e | Elect Director Raghavendra Rau | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ADOBE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: ADBE
SECURITY ID: 00724F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADTRAN HOLDINGS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ADTN
SECURITY ID: 00486H105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas R. Stanton | Management | For | For |
| 1b | Elect Director Johanna Hey | Management | For | For |
| 1c | Elect Director H. Fenwick Huss | Management | For | For |
| 1d | Elect Director Gregory J. McCray | Management | For | For |
| 1e | Elect Director Balan Nair | Management | For | Against |
| 1f | Elect Director Brian Protiva | Management | For | For |
| 1g | Elect Director Jacqueline H. (Jackie) Rice | Management | For | For |
| 1h | Elect Director Nikos Theodosopoulos | Management | For | For |
| 1i | Elect Director Kathryn A. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ADVANCED ENERGY INDUSTRIES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AEIS
SECURITY ID: 007973100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Grant H. Beard | Management | For | For |
| 1.2 | Elect Director Frederick A. Ball | Management | For | For |
| 1.3 | Elect Director Anne T. DelSanto | Management | For | For |
| 1.4 | Elect Director Tina M. Donikowski | Management | For | For |
| 1.5 | Elect Director Ronald C. Foster | Management | For | For |
| 1.6 | Elect Director Stephen D. Kelley | Management | For | For |
| 1.7 | Elect Director Lanesha T. Minnix | Management | For | For |
| 1.8 | Elect Director David W. Reed | Management | For | For |
| 1.9 | Elect Director John A. Roush | Management | For | For |
| 1.10 | Elect Director Brian M. Shirley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| ADVANCED MICRO DEVICES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: AMD
SECURITY ID: 007903107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | For |
| 1i | Elect Director Elizabeth W. Vanderslice | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AEVA TECHNOLOGIES, INC.
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: AEVA
SECURITY ID: 00835Q103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Erin L. Polek | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | Against |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| AFFIRM HOLDINGS, INC.
MEETING DATE: DEC 05, 2022 |
||||
|
TICKER: AFRM
SECURITY ID: 00827B106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jenny J. Ming | Management | For | For |
| 1.2 | Elect Director Christa S. Quarles | Management | For | For |
| 1.3 | Elect Director Keith Rabois | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| AGILYSYS, INC.
MEETING DATE: AUG 26, 2022 |
||||
|
TICKER: AGYS
SECURITY ID: 00847J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Donald Colvin | Management | For | For |
| 1.2 | Elect Director Dana Jones | Management | For | For |
| 1.3 | Elect Director Jerry Jones | Management | For | For |
| 1.4 | Elect Director Michael A. Kaufman | Management | For | For |
| 1.5 | Elect Director Melvin Keating | Management | For | For |
| 1.6 | Elect Director John Mutch | Management | For | For |
| 1.7 | Elect Director Ramesh Srinivasan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| AKAMAI TECHNOLOGIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AKAM
SECURITY ID: 00971T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharon Bowen | Management | For | For |
| 1.2 | Elect Director Marianne Brown | Management | For | For |
| 1.3 | Elect Director Monte Ford | Management | For | For |
| 1.4 | Elect Director Dan Hesse | Management | For | For |
| 1.5 | Elect Director Tom Killalea | Management | For | For |
| 1.6 | Elect Director Tom Leighton | Management | For | For |
| 1.7 | Elect Director Jonathan Miller | Management | For | For |
| 1.8 | Elect Director Madhu Ranganathan | Management | For | For |
| 1.9 | Elect Director Ben Verwaayen | Management | For | For |
| 1.10 | Elect Director Bill Wagner | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALARM.COM HOLDINGS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: ALRM
SECURITY ID: 011642105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Donald Clarke | Management | For | For |
| 1.2 | Elect Director Stephen Evans | Management | For | For |
| 1.3 | Elect Director Timothy McAdam | Management | For | For |
| 1.4 | Elect Director Timothy J. Whall | Management | For | For |
| 1.5 | Elect Director Simone Wu | 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 Bylaws to Allow Time for Votes to be Casted or Changed After a Final Proposal is Presented at the Annual Meeting | Shareholder | Against | Against |
| ALKAMI TECHNOLOGY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ALKT
SECURITY ID: 01644J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles "Chuck" Kane | Management | For | For |
| 1.2 | Elect Director Raphael "Raph" Osnoss | Management | For | For |
| 1.3 | Elect Director Alex Shootman | Management | For | For |
| 1.4 | Elect Director Brian R. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ALLEGRO MICROSYSTEMS, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: ALGM
SECURITY ID: 01749D105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshihiro (Zen) Suzuki | Management | For | For |
| 1.2 | Elect Director David J. Aldrich | Management | For | For |
| 1.3 | Elect Director Kojiro (Koji) Hatano | Management | For | For |
| 1.4 | Elect Director Paul Carl (Chip) Schorr, IV | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALPHA AND OMEGA SEMICONDUCTOR LIMITED
MEETING DATE: NOV 29, 2022 |
||||
|
TICKER: AOSL
SECURITY ID: G6331P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mike F. Chang | Management | For | For |
| 1.2 | Elect Director Lucas S. Chang | Management | For | For |
| 1.3 | Elect Director Stephen C. Chang | Management | For | For |
| 1.4 | Elect Director Claudia Chen | Management | For | For |
| 1.5 | Elect Director So-Yeon Jeong | Management | For | For |
| 1.6 | Elect Director Hanqing (Helen) Li | Management | For | For |
| 1.7 | Elect Director King Owyang | Management | For | For |
| 1.8 | Elect Director Michael L. Pfeiffer | Management | For | For |
| 1.9 | Elect Director Michael J. Salameh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Baker Tilly US, LLP as Auditors | Management | For | For |
| ALTAIR ENGINEERING INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ALTR
SECURITY ID: 021369103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Scapa | Management | For | For |
| 1b | Elect Director Stephen Earhart | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ALTERYX, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AYX
SECURITY ID: 02156B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles R. Cory | Management | For | Withhold |
| 1.2 | Elect Director Jeffrey L. Horing | Management | For | Withhold |
| 1.3 | Elect Director Dean A. Stoecker | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| AMBARELLA, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: AMBA
SECURITY ID: G037AX101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leslie Kohn | Management | For | For |
| 1.2 | Elect Director D. Jeffrey Richardson | Management | For | For |
| 1.3 | Elect Director Elizabeth M. Schwarting | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN SOFTWARE, INC.
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: AMSWA
SECURITY ID: 029683109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lizanne Thomas | Management | For | For |
| 1.2 | Elect Director James B. Miller, Jr. | Management | For | Against |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMKOR TECHNOLOGY, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: AMKR
SECURITY ID: 031652100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James J. Kim | Management | For | For |
| 1.2 | Elect Director Susan Y. Kim | Management | For | For |
| 1.3 | Elect Director Giel Rutten | Management | For | For |
| 1.4 | Elect Director Douglas A. Alexander | Management | For | For |
| 1.5 | Elect Director Roger A. Carolin | Management | For | For |
| 1.6 | Elect Director Winston J. Churchill | Management | For | For |
| 1.7 | Elect Director Daniel Liao | Management | For | For |
| 1.8 | Elect Director MaryFrances McCourt | Management | For | For |
| 1.9 | Elect Director Robert R. Morse | Management | For | For |
| 1.10 | Elect Director Gil C. Tily | Management | For | For |
| 1.11 | Elect Director David N. Watson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMPHENOL CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: APH
SECURITY ID: 032095101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy A. Altobello | Management | For | For |
| 1.2 | Elect Director David P. Falck | Management | For | For |
| 1.3 | Elect Director Edward G. Jepsen | Management | For | For |
| 1.4 | Elect Director Rita S. Lane | Management | For | For |
| 1.5 | Elect Director Robert A. Livingston | Management | For | For |
| 1.6 | Elect Director Martin H. Loeffler | Management | For | For |
| 1.7 | Elect Director R. Adam Norwitt | Management | For | For |
| 1.8 | Elect Director Prahlad Singh | Management | For | For |
| 1.9 | Elect Director Anne Clarke Wolff | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | Against |
| AMPLITUDE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: AMPL
SECURITY ID: 03213A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pat Grady | Management | For | For |
| 1.2 | Elect Director Curtis Liu | Management | For | For |
| 1.3 | Elect Director Catherine Wong | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ANALOG DEVICES, INC.
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: ADI
SECURITY ID: 032654105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent Roche | Management | For | For |
| 1b | Elect Director James A. Champy | Management | For | For |
| 1c | Elect Director Andre Andonian | Management | For | For |
| 1d | Elect Director Anantha P. Chandrakasan | Management | For | For |
| 1e | Elect Director Edward H. Frank | Management | For | For |
| 1f | Elect Director Laurie H. Glimcher | Management | For | For |
| 1g | Elect Director Karen M. Golz | Management | For | For |
| 1h | Elect Director Mercedes Johnson | Management | For | For |
| 1i | Elect Director Kenton J. Sicchitano | Management | For | For |
| 1j | Elect Director Ray Stata | Management | For | For |
| 1k | Elect Director Susie Wee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANSYS, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: ANSS
SECURITY ID: 03662Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert M. Calderoni | Management | For | For |
| 1b | Elect Director Glenda M. Dorchak | Management | For | For |
| 1c | Elect Director Ajei S. Gopal | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| APPFOLIO, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: APPF
SECURITY ID: 03783C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Olivia Nottebohm | Management | For | For |
| 1.2 | Elect Director Alex Wolf | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| APPIAN CORPORATION
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: APPN
SECURITY ID: 03782L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew Calkins | Management | For | For |
| 1.2 | Elect Director Robert C. Kramer | Management | For | For |
| 1.3 | Elect Director Mark Lynch | Management | For | For |
| 1.4 | Elect Director A.G.W. 'Jack' Biddle, III | Management | For | For |
| 1.5 | Elect Director Shirley A. Edwards | Management | For | For |
| 1.6 | Elect Director Barbara 'Bobbie' Kilberg | Management | For | Withhold |
| 1.7 | Elect Director William D. McCarthy | Management | For | For |
| 1.8 | Elect Director Michael J. Mulligan | Management | For | Withhold |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLIED MATERIALS, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: AMAT
SECURITY ID: 038222105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| APPLOVIN CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: APP
SECURITY ID: 03831W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adam Foroughi | Management | For | For |
| 1b | Elect Director Herald Chen | Management | For | For |
| 1c | Elect Director Craig Billings | Management | For | For |
| 1d | Elect Director Margaret Georgiadis | Management | For | For |
| 1e | Elect Director Alyssa Harvey Dawson | Management | For | For |
| 1f | Elect Director Edward Oberwager | Management | For | For |
| 1g | Elect Director Asha Sharma | Management | For | For |
| 1h | Elect Director Eduardo Vivas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| ARISTA NETWORKS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ANET
SECURITY ID: 040413106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lewis Chew | Management | For | For |
| 1.2 | Elect Director Douglas Merritt *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Mark B. Templeton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARLO TECHNOLOGIES, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: ARLO
SECURITY ID: 04206A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Prashant (Sean) Aggarwal | Management | For | For |
| 1.2 | Elect Director Amy Rothstein | Management | For | For |
| 1.3 | Elect Director Grady K. Summers | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| ARROW ELECTRONICS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ARW
SECURITY ID: 042735100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William F. Austen | Management | For | For |
| 1.2 | Elect Director Fabian T. Garcia | Management | For | For |
| 1.3 | Elect Director Steven H. Gunby | Management | For | For |
| 1.4 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.5 | Elect Director Andrew C. Kerin | Management | For | For |
| 1.6 | Elect Director Sean J. Kerins | Management | For | For |
| 1.7 | Elect Director Carol P. Lowe | Management | For | For |
| 1.8 | Elect Director Mary T. McDowell | Management | For | For |
| 1.9 | Elect Director Stephen C. Patrick | Management | For | For |
| 1.10 | Elect Director Gerry P. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ASANA, INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: ASAN
SECURITY ID: 04342Y104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Krista Anderson-Copperman | Management | For | For |
| 1.2 | Elect Director Sydney Carey | Management | For | For |
| 1.3 | Elect Director Adam D'Angelo | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ASPEN TECHNOLOGY, INC.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: AZPN
SECURITY ID: 29109X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick M. Antkowiak | Management | For | For |
| 1b | Elect Director Robert E. Beauchamp | Management | For | For |
| 1c | Elect Director Thomas F. Bogan | Management | For | For |
| 1d | Elect Director Karen M. Golz | Management | For | For |
| 1e | Elect Director Ram R. Krishnan | Management | For | For |
| 1f | Elect Director Antonio J. Pietri | Management | For | For |
| 1g | Elect Director Arlen R. Shenkman | Management | For | For |
| 1h | Elect Director Jill D. Smith | Management | For | For |
| 1i | Elect Director Robert M. Whelan, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AUTODESK, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ADSK
SECURITY ID: 052769106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Elizabeth (Betsy) Rafael | Management | For | For |
| 1j | Elect Director Rami Rahim | Management | For | For |
| 1k | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AUTOMATIC DATA PROCESSING, INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ADP
SECURITY ID: 053015103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director David V. Goeckeler | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| AVALARA, INC.
MEETING DATE: OCT 14, 2022 |
||||
|
TICKER: AVLR
SECURITY ID: 05338G106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Gold Proxy Card) | ||||
| 1 | Approve Merger Agreement | Management | Against | Did Not Vote |
| 2 | Advisory Vote on Golden Parachutes | Management | Against | Did Not Vote |
| 3 | Adjourn Meeting | Management | Against | Did Not Vote |
| AVEPOINT, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: AVPT
SECURITY ID: 053604104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Michael Brown | Management | For | For |
| 1.2 | Elect Director Jeff Epstein | Management | For | Withhold |
| 1.3 | Elect Director John Ho | 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 |
| AVID TECHNOLOGY, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: AVID
SECURITY ID: 05367P100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christian A. Asmar | Management | For | For |
| 1b | Elect Director Robert M. Bakish | Management | For | For |
| 1c | Elect Director Paula E. Boggs | Management | For | For |
| 1d | Elect Director Elizabeth M. Daley | Management | For | For |
| 1e | Elect Director Nancy Hawthorne | Management | For | For |
| 1f | Elect Director Jeff Rosica | Management | For | For |
| 1g | Elect Director Daniel B. Silvers | Management | For | For |
| 1h | Elect Director John P. Wallace | Management | For | For |
| 1i | Elect Director Peter M. Westley | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AVIDXCHANGE HOLDINGS, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: AVDX
SECURITY ID: 05368X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Michael McGuire | Management | For | For |
| 1.2 | Elect Director Asif Ramji | Management | For | For |
| 1.3 | Elect Director Sonali Sambhus | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AVNET, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: AVT
SECURITY ID: 053807103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Carlo Bozotti | Management | For | For |
| 1c | Elect Director Brenda L. Freeman | Management | For | For |
| 1d | Elect Director Philip R. Gallagher | Management | For | For |
| 1e | Elect Director Jo Ann Jenkins | Management | For | For |
| 1f | Elect Director Oleg Khaykin | Management | For | For |
| 1g | Elect Director James A. Lawrence | Management | For | For |
| 1h | Elect Director Ernest E. Maddock | Management | For | For |
| 1i | Elect Director Avid Modjtabai | Management | For | For |
| 1j | Elect Director Adalio T. Sanchez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AXCELIS TECHNOLOGIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ACLS
SECURITY ID: 054540208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tzu-Yin ("TY") Chiu | Management | For | For |
| 1.2 | Elect Director Joseph P. Keithley | Management | For | For |
| 1.3 | Elect Director John T. Kurtzweil | Management | For | For |
| 1.4 | Elect Director Russell J. Low | Management | For | For |
| 1.5 | Elect Director Mary G. Puma | Management | For | For |
| 1.6 | Elect Director Jeanne Quirk | Management | For | For |
| 1.7 | Elect Director Thomas St. Dennis | Management | For | For |
| 1.8 | Elect Director Jorge Titinger | Management | For | For |
| 1.9 | Elect Director Dipti Vachani | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BADGER METER, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: BMI
SECURITY ID: 056525108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Todd A. Adams | Management | For | For |
| 1b | Elect Director Kenneth C. Bockhorst | Management | For | For |
| 1c | Elect Director Henry F. Brooks | Management | For | For |
| 1d | Elect Director Melanie K. Cook | Management | For | For |
| 1e | Elect Director Xia Liu | Management | For | For |
| 1f | Elect Director James W. McGill | Management | For | For |
| 1g | Elect Director Tessa M. Myers | Management | For | For |
| 1h | Elect Director James F. Stern | Management | For | For |
| 1i | Elect Director Glen E. Tellock | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| BELDEN INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: BDC
SECURITY ID: 077454106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David J. Aldrich | Management | For | For |
| 1b | Elect Director Lance C. Balk | Management | For | For |
| 1c | Elect Director Steven W. Berglund | Management | For | For |
| 1d | Elect Director Diane D. Brink | Management | For | For |
| 1e | Elect Director Judy L. Brown | Management | For | For |
| 1f | Elect Director Nancy Calderon | Management | For | For |
| 1g | Elect Director Ashish Chand | Management | For | For |
| 1h | Elect Director Jonathan C. Klein | Management | For | For |
| 1i | Elect Director YY Lee | Management | For | For |
| 1j | Elect Director Gregory J. McCray | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BENCHMARK ELECTRONICS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: BHE
SECURITY ID: 08160H101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David W. Scheible | Management | For | For |
| 1.2 | Elect Director Douglas M. Britt | Management | For | For |
| 1.3 | Elect Director Anne De Greef-Safft | Management | For | For |
| 1.4 | Elect Director Robert K. Gifford | Management | For | For |
| 1.5 | Elect Director Ramesh Gopalakrishnan | Management | For | For |
| 1.6 | Elect Director Kenneth T. Lamneck | Management | For | For |
| 1.7 | Elect Director Jeffrey S. McCreary | Management | For | For |
| 1.8 | Elect Director Lynn A. Wentworth | Management | For | For |
| 1.9 | Elect Director Jeffrey W. Benck | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BENTLEY SYSTEMS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: BSY
SECURITY ID: 08265T208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barry J. Bentley | Management | For | For |
| 1.2 | Elect Director Gregory S. Bentley | Management | For | For |
| 1.3 | Elect Director Keith A. Bentley | Management | For | For |
| 1.4 | Elect Director Raymond B. Bentley | Management | For | For |
| 1.5 | Elect Director Kirk B. Griswold | Management | For | Withhold |
| 1.6 | Elect Director Janet B. Haugen | Management | For | For |
| 1.7 | Elect Director Brian F. Hughes | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BIGCOMMERCE HOLDINGS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: BIGC
SECURITY ID: 08975P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Donald E. Clarke | Management | For | For |
| 1.2 | Elect Director Ellen F. Siminoff | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BILL.COM HOLDINGS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: BILL
SECURITY ID: 090043100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven Cakebread | Management | For | For |
| 1.2 | Elect Director David Hornik | Management | For | For |
| 1.3 | Elect Director Brian Jacobs | Management | For | Withhold |
| 1.4 | Elect Director Allie Kline | 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 |
| BLACK KNIGHT, INC.
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: BKI
SECURITY ID: 09215C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| BLACK KNIGHT, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: BKI
SECURITY ID: 09215C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| BLACKBAUD, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BLKB
SECURITY ID: 09227Q100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Yogesh K. Gupta | Management | For | For |
| 1b | Elect Director Rupal S. Hollenbeck | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BLACKLINE, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: BL
SECURITY ID: 09239B109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Therese Tucker | Management | For | For |
| 1.2 | Elect Director Thomas Unterman | Management | For | Withhold |
| 1.3 | Elect Director Amit Yoran | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| BLOCK, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SQ
SECURITY ID: 852234103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | Withhold |
| 1.2 | Elect Director Amy Brooks | Management | For | For |
| 1.3 | Elect Director Shawn Carter | Management | For | For |
| 1.4 | Elect Director James McKelvey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| BOX, INC.
MEETING DATE: JUL 14, 2022 |
||||
|
TICKER: BOX
SECURITY ID: 10316T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kim Hammonds *Withdrawn Resolution* | Management | None | None |
| 1b | Elect Director Dan Levin | Management | For | For |
| 1c | Elect Director Bethany Mayer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOX, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: BOX
SECURITY ID: 10316T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sue Barsamian | Management | For | For |
| 1b | Elect Director Jack Lazar | Management | For | For |
| 1c | Elect Director John Park | 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 |
| BRAZE, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: BRZE
SECURITY ID: 10576N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Doug Pepper | Management | For | For |
| 1b | Elect Director Neeraj Agrawal | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BROADCOM INC.
MEETING DATE: APR 03, 2023 |
||||
|
TICKER: AVGO
SECURITY ID: 11135F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | Against |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | Against |
| 1e | Elect Director Check Kian Low | Management | For | Against |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BROADRIDGE FINANCIAL SOLUTIONS, INC.
MEETING DATE: NOV 10, 2022 |
||||
|
TICKER: BR
SECURITY ID: 11133T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leslie A. Brun | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Richard J. Daly | Management | For | For |
| 1d | Elect Director Robert N. Duelks | Management | For | For |
| 1e | Elect Director Melvin L. Flowers | Management | For | For |
| 1f | Elect Director Timothy C. Gokey | Management | For | For |
| 1g | Elect Director Brett A. Keller | Management | For | For |
| 1h | Elect Director Maura A. Markus | Management | For | For |
| 1i | Elect Director Eileen K. Murray | Management | For | For |
| 1j | Elect Director Annette L. Nazareth | Management | For | For |
| 1k | Elect Director Thomas J. Perna | Management | For | For |
| 1l | Elect Director Amit K. Zavery | 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 |
| BTRS HOLDINGS, INC.
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: BTRS
SECURITY ID: 11778X104
|
||||
| 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 |
| C3.AI, INC.
MEETING DATE: OCT 05, 2022 |
||||
|
TICKER: AI
SECURITY ID: 12468P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard C. Levin | Management | For | For |
| 1.2 | Elect Director Bruce Sewell | Management | For | Withhold |
| 1.3 | Elect Director Lisa A. Davis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CADENCE DESIGN SYSTEMS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CDNS
SECURITY ID: 127387108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CALIX, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CALX
SECURITY ID: 13100M509
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathleen Crusco | Management | For | For |
| 1.2 | Elect Director Carl Russo | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| CAMBIUM NETWORKS CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: CMBM
SECURITY ID: G17766109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Atul Bhatnagar | Management | For | For |
| 1.2 | Elect Director Alexander R. Slusky | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| CANTALOUPE, INC.
MEETING DATE: NOV 30, 2022 |
||||
|
TICKER: CTLP
SECURITY ID: 138103106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lisa P. Baird | Management | For | For |
| 1b | Elect Director Douglas G. Bergeron | Management | For | For |
| 1c | Elect Director Ian Harris | Management | For | For |
| 1d | Elect Director Jacob Lamm | Management | For | For |
| 1e | Elect Director Michael K. Passilla | Management | For | For |
| 1f | Elect Director Ellen Richey | Management | For | For |
| 1g | Elect Director Anne M. Smalling | Management | For | For |
| 1h | Elect Director Ravi Venkatesan | Management | For | For |
| 1i | Elect Director Shannon S. Warren | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CASA SYSTEMS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CASA
SECURITY ID: 14713L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Bruckner | Management | For | For |
| 1.2 | Elect Director Michael T. Hayashi | Management | For | For |
| 1.3 | Elect Director Bill Styslinger | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CASS INFORMATION SYSTEMS, INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: CASS
SECURITY ID: 14808P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric H. Brunngraber | Management | For | For |
| 1.2 | Elect Director Benjamin F. Edwards, IV | Management | For | For |
| 1.3 | Elect Director Ann W. Marr | Management | For | For |
| 1.4 | Elect Director Martin H. Resch | Management | For | For |
| 1.5 | Elect Director Joseph D. Rupp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| CCC INTELLIGENT SOLUTIONS HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: CCCS
SECURITY ID: 12510Q100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William Ingram | Management | For | For |
| 1.2 | Elect Director Lauren Young | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CDW CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CDW
SECURITY ID: 12514G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Virginia C. Addicott | Management | For | For |
| 1b | Elect Director James A. Bell | Management | For | For |
| 1c | Elect Director Lynda M. Clarizio | Management | For | For |
| 1d | Elect Director Anthony R. Foxx | Management | For | For |
| 1e | Elect Director Marc E. Jones | Management | For | For |
| 1f | Elect Director Christine A. Leahy | Management | For | For |
| 1g | Elect Director Sanjay Mehrotra | Management | For | For |
| 1h | Elect Director David W. Nelms | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| CERENCE INC.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: CRNC
SECURITY ID: 156727109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arun Sarin | Management | For | For |
| 1.2 | Elect Director Kristi Ann Matus | Management | For | For |
| 1.3 | Elect Director Stefan Ortmanns | Management | For | For |
| 1.4 | Elect Director Sanjay Jha | Management | For | For |
| 1.5 | Elect Director Marianne Budnik | Management | For | For |
| 1.6 | Elect Director Alfred Nietzel | Management | For | For |
| 1.7 | Elect Director Douglas Davis | Management | For | For |
| 1.8 | Elect Director Thomas Beaudoin | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CERIDIAN HCM HOLDING INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: CDAY
SECURITY ID: 15677J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brent B. Bickett | Management | For | For |
| 1.2 | Elect Director Ronald F. Clarke | Management | For | For |
| 1.3 | Elect Director Ganesh B. Rao | Management | For | For |
| 1.4 | Elect Director Leagh E. Turner | Management | For | For |
| 1.5 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.6 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.7 | Elect Director Linda P. Mantia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| CEVA, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: CEVA
SECURITY ID: 157210105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bernadette Andrietti | Management | For | For |
| 1.2 | Elect Director Jaclyn Liu | Management | For | For |
| 1.3 | Elect Director Maria Marced | Management | For | For |
| 1.4 | Elect Director Peter McManamon | Management | For | For |
| 1.5 | Elect Director Sven-Christer Nilsson | Management | For | For |
| 1.6 | Elect Director Louis Silver | Management | For | For |
| 1.7 | Elect Director Gideon Wertheizer | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Kost Forer Gabbay & Kasierer as Auditors | Management | For | For |
| CHANNELADVISOR CORPORATION
MEETING DATE: NOV 11, 2022 |
||||
|
TICKER: ECOM
SECURITY ID: 159179100
|
||||
| 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 |
| CIENA CORPORATION
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: CIEN
SECURITY ID: 171779309
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joanne B. Olsen | Management | For | For |
| 1b | Elect Director Gary B. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CIRRUS LOGIC, INC.
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: CRUS
SECURITY ID: 172755100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Carter | Management | For | For |
| 1.2 | Elect Director Alexander M. Davern | Management | For | For |
| 1.3 | Elect Director Timothy R. Dehne | Management | For | For |
| 1.4 | Elect Director John M. Forsyth | Management | For | For |
| 1.5 | Elect Director Deirdre R. Hanford | Management | For | For |
| 1.6 | Elect Director Raghib Hussain | Management | For | For |
| 1.7 | Elect Director Catherine P. Lego | Management | For | For |
| 1.8 | Elect Director David J. Tupman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CISCO SYSTEMS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: CSCO
SECURITY ID: 17275R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| CLEAR SECURE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: YOU
SECURITY ID: 18467V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Caryn Seidman-Becker | Management | For | For |
| 1.2 | Elect Director Kenneth Cornick | Management | For | For |
| 1.3 | Elect Director Michael Z. Barkin | Management | For | For |
| 1.4 | Elect Director Jeffery H. Boyd | Management | For | For |
| 1.5 | Elect Director Tomago Collins | Management | For | For |
| 1.6 | Elect Director Shawn Henry | Management | For | For |
| 1.7 | Elect Director Kathryn A. Hollister | Management | For | For |
| 1.8 | Elect Director Adam J. Wiener | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CLEARFIELD, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: CLFD
SECURITY ID: 18482P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl Beranek | Management | For | For |
| 1b | Elect Director Ronald G. Roth | Management | For | For |
| 1c | Elect Director Patrick Goepel | Management | For | For |
| 1d | Elect Director Roger Harding | Management | For | For |
| 1e | Elect Director Charles N. Hayssen | Management | For | For |
| 1f | Elect Director Donald R. Hayward | Management | For | For |
| 1g | Elect Director Walter Jones, Jr. | Management | For | For |
| 1h | Elect Director Carol Wirsbinski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Baker Tilly US, LLP as Auditors | Management | For | For |
| CLEARWATER ANALYTICS HOLDINGS, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: CWAN
SECURITY ID: 185123106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher Hooper | Management | For | For |
| 1.2 | Elect Director D. Scott Mackesy | Management | For | For |
| 1.3 | Elect Director Sandeep Sahai | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| CLOUDFLARE, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NET
SECURITY ID: 18915M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Sandell | Management | For | Withhold |
| 1.2 | Elect Director Michelle Zatlyn | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| COGNEX CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CGNX
SECURITY ID: 192422103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Angelos Papadimitriou | Management | For | For |
| 1.2 | Elect Director Dianne M. Parrotte | Management | For | For |
| 1.3 | Elect Director John T.C. Lee | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: CTSH
SECURITY ID: 192446102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Zein Abdalla | Management | For | For |
| 1b | Elect Director Vinita Bali | Management | For | For |
| 1c | Elect Director Eric Branderiz | Management | For | For |
| 1d | Elect Director Archana Deskus | Management | For | For |
| 1e | Elect Director John M. Dineen | Management | For | For |
| 1f | Elect Director Nella Domenici | Management | For | For |
| 1g | Elect Director Ravi Kumar S | Management | For | For |
| 1h | Elect Director Leo S. Mackay, Jr. | Management | For | For |
| 1i | Elect Director Michael Patsalos-Fox | Management | For | For |
| 1j | Elect Director Stephen J. Rohleder | Management | For | For |
| 1k | Elect Director Abraham "Bram" Schot | Management | For | For |
| 1l | Elect Director Joseph M. Velli | Management | For | For |
| 1m | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Amend Bylaws | Shareholder | Against | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| COHERENT CORP.
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: COHR
SECURITY ID: 19247G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Enrico Digirolamo | Management | For | For |
| 1b | Elect Director David L. Motley | Management | For | For |
| 1c | Elect Director Shaker Sadasivam | Management | For | For |
| 1d | Elect Director Lisa Neal-Graves | 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 |
| COHU, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: COHU
SECURITY ID: 192576106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William E. Bendush | Management | For | For |
| 1b | Elect Director Nina L. Richardson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COMMSCOPE HOLDING COMPANY, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: COMM
SECURITY ID: 20337X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Director Mary S. Chan | Management | For | For |
| 2b | Elect Director Stephen (Steve) C. Gray | Management | For | For |
| 2c | Elect Director L. William (Bill) Krause | Management | For | For |
| 2d | Elect Director Joanne M. Maguire | Management | For | For |
| 2e | Elect Director Thomas J. Manning | Management | For | For |
| 2f | Elect Director Derrick A. Roman | Management | For | For |
| 2g | Elect Director Charles L. Treadway | Management | For | For |
| 2h | Elect Director Claudius (Bud) E. Watts, IV | Management | For | For |
| 2i | Elect Director Timothy T. Yates | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COMMVAULT SYSTEMS, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: CVLT
SECURITY ID: 204166102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas Adamo | Management | For | For |
| 1.2 | Elect Director Martha H. Bejar | Management | For | For |
| 1.3 | Elect Director David F. Walker | Management | For | For |
| 1.4 | Elect Director Keith Geeslin | Management | For | For |
| 1.5 | Elect Director Vivie "YY" Lee | Management | For | For |
| 1.6 | Elect Director Sanjay Mirchandani | 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 |
| COMTECH TELECOMMUNICATIONS CORP.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: CMTL
SECURITY ID: 205826209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ken Peterman | Management | For | For |
| 1b | Elect Director Wendi B. Carpenter | Management | For | For |
| 1c | Elect Director Mark Quinlan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| CONCENTRIX CORPORATION
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: CNXC
SECURITY ID: 20602D101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chris Caldwell | Management | For | For |
| 1b | Elect Director Teh-Chien Chou | Management | For | For |
| 1c | Elect Director LaVerne H. Council | Management | For | For |
| 1d | Elect Director Jennifer Deason | Management | For | For |
| 1e | Elect Director Kathryn Hayley | Management | For | For |
| 1f | Elect Director Kathryn Marinello | Management | For | For |
| 1g | Elect Director Dennis Polk | Management | For | For |
| 1h | Elect Director Ann Vezina | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONDUENT INCORPORATED
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: CNDT
SECURITY ID: 206787103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Clifford Skelton | Management | For | For |
| 1.2 | Elect Director Hunter Gary | Management | For | For |
| 1.3 | Elect Director Kathy Higgins Victor | Management | For | For |
| 1.4 | Elect Director Scott Letier | Management | For | For |
| 1.5 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.6 | Elect Director Steven Miller | Management | For | For |
| 1.7 | Elect Director Michael Montelongo | Management | For | For |
| 1.8 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CONSENSUS CLOUD SOLUTIONS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CCSI
SECURITY ID: 20848V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine Healy | Management | For | For |
| 1b | Elect Director Stephen Ross | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors- Withdrawn | Management | None | None |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CORNING INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: GLW
SECURITY ID: 219350105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald W. Blair | Management | For | For |
| 1b | Elect Director Leslie A. Brun | Management | For | For |
| 1c | Elect Director Stephanie A. Burns | Management | For | For |
| 1d | Elect Director Richard T. Clark | Management | For | For |
| 1e | Elect Director Pamela J. Craig | Management | For | For |
| 1f | Elect Director Robert F. Cummings, Jr. | Management | For | For |
| 1g | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1h | Elect Director Deborah A. Henretta | Management | For | For |
| 1i | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1j | Elect Director Kurt M. Landgraf | Management | For | For |
| 1k | Elect Director Kevin J. Martin | Management | For | For |
| 1l | Elect Director Deborah D. Rieman | Management | For | For |
| 1m | Elect Director Hansel E. Tookes, II | Management | For | For |
| 1n | Elect Director Wendell P. Weeks | Management | For | For |
| 1o | Elect Director Mark S. Wrighton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CORSAIR GAMING, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CRSR
SECURITY ID: 22041X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diana Bell | Management | For | For |
| 1.2 | Elect Director Thi La | Management | For | For |
| 1.3 | Elect Director Randall J. Weisenburger | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| COUCHBASE, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: BASE
SECURITY ID: 22207T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol W. Carpenter | Management | For | For |
| 1b | Elect Director Kevin J. Efrusy | Management | For | For |
| 1c | Elect Director Jeff Epstein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COUPA SOFTWARE INCORPORATED
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: COUP
SECURITY ID: 22266L106
|
||||
| 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 |
| CREDO TECHNOLOGY GROUP HOLDING LTD.
MEETING DATE: SEP 20, 2022 |
||||
|
TICKER: CRDO
SECURITY ID: G25457105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William (Bill) Brennan | Management | For | For |
| 1.2 | Elect Director Chi Fung (Lawrence) Cheng | Management | For | For |
| 1.3 | Elect Director Yat Tung (Job) Lam | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CROWDSTRIKE HOLDINGS, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: CRWD
SECURITY ID: 22788C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Johanna Flower | Management | For | For |
| 1.2 | Elect Director Denis J. O'Leary | Management | For | For |
| 1.3 | Elect Director Godfrey R. Sullivan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CS DISCO, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: LAW
SECURITY ID: 126327105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colette Pierce Burnette | Management | For | For |
| 1.2 | Elect Director Aaron Clark | Management | For | For |
| 1.3 | Elect Director James Offerdahl | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CSG SYSTEMS INTERNATIONAL, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CSGS
SECURITY ID: 126349109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rachel A. Barger | Management | For | For |
| 1b | Elect Director David G. Barnes | Management | For | For |
| 1c | Elect Director Rajan Naik | Management | For | For |
| 1d | Elect Director Haiyan Song | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Charter to Permit the Exculpation of Officers Consistent with Changes to Delaware General Corporation Law | Management | For | For |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| CTS CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CTS
SECURITY ID: 126501105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Costello | Management | For | For |
| 1b | Elect Director William S. Johnson | Management | For | For |
| 1c | Elect Director Kieran M. O'Sullivan | Management | For | For |
| 1d | Elect Director Robert A. Profusek | Management | For | For |
| 1e | Elect Director Randy L. Stone | Management | For | For |
| 1f | Elect Director Alfonso G. Zulueta | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditor | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DATADOG, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DDOG
SECURITY ID: 23804L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Olivier Pomel | Management | For | For |
| 1b | Elect Director Dev Ittycheria | Management | For | For |
| 1c | Elect Director Shardul Shah | 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 |
| DELL TECHNOLOGIES INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: DELL
SECURITY ID: 24703L202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | For |
| 1.2 | Elect Director David W. Dorman | Management | For | For |
| 1.3 | Elect Director Egon Durban | Management | For | For |
| 1.4 | Elect Director David Grain | Management | For | For |
| 1.5 | Elect Director William D. Green | Management | For | For |
| 1.6 | Elect Director Simon Patterson | Management | For | For |
| 1.7 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.8 | Elect Director Ellen J. Kullman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| DIGI INTERNATIONAL INC.
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: DGII
SECURITY ID: 253798102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Satbir Khanuja | Management | For | For |
| 1b | Elect Director Ronald E. Konezny | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| DIGITAL TURBINE, INC.
MEETING DATE: AUG 30, 2022 |
||||
|
TICKER: APPS
SECURITY ID: 25400W102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roy H. Chestnutt | Management | For | For |
| 1.2 | Elect Director Robert Deutschman | Management | For | For |
| 1.3 | Elect Director Holly Hess Groos | Management | For | For |
| 1.4 | Elect Director Mohan S. Gyani | Management | For | For |
| 1.5 | Elect Director Jeffrey Karish | Management | For | For |
| 1.6 | Elect Director Mollie V. Spilman | Management | For | For |
| 1.7 | Elect Director Michelle M. Sterling | Management | For | For |
| 1.8 | Elect Director William G. Stone, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| DIGITALOCEAN HOLDINGS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: DOCN
SECURITY ID: 25402D102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren Adelman | Management | For | For |
| 1.2 | Elect Director Pueo Keffer | Management | For | For |
| 1.3 | Elect Director Hilary Schneider | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DIODES INCORPORATED
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: DIOD
SECURITY ID: 254543101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth (Beth) Bull | Management | For | For |
| 1.2 | Elect Director Angie Chen Button | Management | For | For |
| 1.3 | Elect Director Warren Chen | Management | For | For |
| 1.4 | Elect Director Michael R. Giordano | Management | For | For |
| 1.5 | Elect Director Keh-Shew Lu | Management | For | For |
| 1.6 | Elect Director Peter M. Menard | Management | For | For |
| 1.7 | Elect Director Christina Wen-Chi Sung | Management | For | For |
| 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 Moss Adams LLP as Auditors | Management | For | For |
| DOCUSIGN, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: DOCU
SECURITY ID: 256163106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James Beer | Management | For | For |
| 1.2 | Elect Director Cain A. Hayes | Management | For | Withhold |
| 1.3 | Elect Director Allan Thygesen | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| DOLBY LABORATORIES, INC.
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: DLB
SECURITY ID: 25659T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin Yeaman | Management | For | For |
| 1.2 | Elect Director Peter Gotcher | Management | For | For |
| 1.3 | Elect Director Micheline Chau | Management | For | For |
| 1.4 | Elect Director David Dolby | Management | For | For |
| 1.5 | Elect Director Tony Prophet | Management | For | For |
| 1.6 | Elect Director Emily Rollins | Management | For | For |
| 1.7 | Elect Director Simon Segars | Management | For | For |
| 1.8 | Elect Director Anjali Sud | Management | For | For |
| 1.9 | Elect Director Avadis Tevanian, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| DOMO, INC.
MEETING DATE: JUN 30, 2023 |
||||
|
TICKER: DOMO
SECURITY ID: 257554105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua G. James | Management | For | For |
| 1.2 | Elect Director Carine S. Clark | Management | For | For |
| 1.3 | Elect Director Daniel Daniel | Management | For | Withhold |
| 1.4 | Elect Director Jeff Kearl | Management | For | For |
| 1.5 | Elect Director John Pestana | Management | For | For |
| 1.6 | Elect Director Dan Strong | Management | For | For |
| 1.7 | Elect Director Renee Soto | 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 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| DOUBLEVERIFY HOLDINGS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DV
SECURITY ID: 25862V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Davis Noell | Management | For | For |
| 1.2 | Elect Director Lucy Stamell Dobrin | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DROPBOX, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: DBX
SECURITY ID: 26210C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew W. Houston | Management | For | For |
| 1.2 | Elect Director Donald W. Blair | Management | For | For |
| 1.3 | Elect Director Lisa Campbell | Management | For | For |
| 1.4 | Elect Director Paul E. Jacobs | Management | For | For |
| 1.5 | Elect Director Sara Mathew | Management | For | For |
| 1.6 | Elect Director Abhay Parasnis | Management | For | For |
| 1.7 | Elect Director Karen Peacock | Management | For | For |
| 1.8 | Elect Director Michael Seibel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DUCK CREEK TECHNOLOGIES, INC.
MEETING DATE: FEB 22, 2023 |
||||
|
TICKER: DCT
SECURITY ID: 264120106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William (Bill) Bloom | Management | For | For |
| 1.2 | Elect Director Kathleen (Kathy) Crusco | Management | For | For |
| 1.3 | Elect Director Michael Jackowski | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DUCK CREEK TECHNOLOGIES, INC.
MEETING DATE: MAR 28, 2023 |
||||
|
TICKER: DCT
SECURITY ID: 264120106
|
||||
| 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 |
| DXC TECHNOLOGY COMPANY
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: DXC
SECURITY ID: 23355L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mukesh Aghi | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director David A. Barnes | Management | For | For |
| 1d | Elect Director Raul J. Fernandez | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director Dawn Rogers | Management | For | For |
| 1g | Elect Director Michael J. Salvino | Management | For | For |
| 1h | Elect Director Carrie W. Teffner | Management | For | For |
| 1i | Elect Director Akihiko Washington | Management | For | For |
| 1j | Elect Director Robert F. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DYNATRACE, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: DT
SECURITY ID: 268150109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ambika Kapur Gadre | Management | For | For |
| 1b | Elect Director Steve Rowland | Management | For | For |
| 1c | Elect Director Kenneth 'Chip' Virnig | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| E2OPEN PARENT HOLDINGS, INC.
MEETING DATE: JUL 08, 2022 |
||||
|
TICKER: ETWO
SECURITY ID: 29788T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith W. Abell | Management | For | For |
| 1.2 | Elect Director Stephen C. Daffron | Management | For | For |
| 1.3 | Elect Director Eva F. Harris | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EBIX, INC.
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: EBIX
SECURITY ID: 278715206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robin Raina | Management | For | For |
| 1.2 | Elect Director Hans U. Benz | Management | For | Withhold |
| 1.3 | Elect Director Pavan Bhalla | Management | For | For |
| 1.4 | Elect Director Neil D. Eckert | Management | For | Withhold |
| 1.5 | Elect Director George W. Hebard, III | Management | For | For |
| 1.6 | Elect Director Rolf Herter | Management | For | For |
| 1.7 | Elect Director Priyanka Kaul | Management | For | For |
| 1.8 | Elect Director Hans Ueli Keller | Management | For | Withhold |
| 2 | Ratify KG Somani & Co. as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ELASTIC N.V.
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: ESTC
SECURITY ID: N14506104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohaib Abbasi | Management | For | For |
| 1b | Elect Director Caryn Marooney | Management | For | For |
| 1c | Elect Director Chetan Puttagunta | Management | For | For |
| 1d | Elect Director Steven Schuurman | Management | For | For |
| 2 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3 | Appoint PricewaterhouseCoopers Accountants N.V. as External Auditor | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Discharge of Executive Directors | Management | For | For |
| 6 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EMBARK TECHNOLOGY, INC.
MEETING DATE: AUG 15, 2022 |
||||
|
TICKER: EMBK
SECURITY ID: 29079J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reverse Stock Split | Management | For | For |
| ENFUSION, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: ENFN
SECURITY ID: 292812104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Spellacy | Management | For | For |
| 1.2 | Elect Director Kathleen Traynor DeRose | Management | For | For |
| 1.3 | Elect Director Roy Luo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ENPHASE ENERGY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ENPH
SECURITY ID: 29355A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | Withhold |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ENTEGRIS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ENTG
SECURITY ID: 29362U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Anderson | Management | For | For |
| 1b | Elect Director Rodney Clark | Management | For | For |
| 1c | Elect Director James F. Gentilcore | Management | For | For |
| 1d | Elect Director Yvette Kanouff | Management | For | For |
| 1e | Elect Director James P. Lederer | Management | For | For |
| 1f | Elect Director Bertrand Loy | Management | For | For |
| 1g | Elect Director Azita Saleki-Gerhardt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ENVESTNET, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ENV
SECURITY ID: 29404K106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luis Aguilar | Management | For | For |
| 1.2 | Elect Director Gayle Crowell | Management | For | For |
| 1.3 | Elect Director James Fox | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| EPAM SYSTEMS, INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: EPAM
SECURITY ID: 29414B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene Roman | Management | For | For |
| 1.2 | Elect Director Jill B. Smart | Management | For | For |
| 1.3 | Elect Director Ronald Vargo | 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 |
| EPLUS INC.
MEETING DATE: SEP 15, 2022 |
||||
|
TICKER: PLUS
SECURITY ID: 294268107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce M. Bowen | Management | For | For |
| 1.2 | Elect Director John E. Callies | Management | For | For |
| 1.3 | Elect Director C. Thomas Faulders, III | Management | For | For |
| 1.4 | Elect Director Eric D. Hovde | Management | For | Withhold |
| 1.5 | Elect Director Ira A. Hunt, III | Management | For | Withhold |
| 1.6 | Elect Director Mark P. Marron | Management | For | For |
| 1.7 | Elect Director Maureen F. Morrison | Management | For | For |
| 1.8 | Elect Director Ben Xiang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EURONET WORLDWIDE, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: EEFT
SECURITY ID: 298736109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ligia Torres Fentanes | Management | For | For |
| 1.2 | Elect Director Andrzej Olechowski | 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 |
| EVERBRIDGE, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EVBG
SECURITY ID: 29978A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Benjamin | Management | For | For |
| 1.2 | Elect Director Richard D'Amore | Management | For | For |
| 1.3 | Elect Director Alison Dean | Management | For | For |
| 1.4 | Elect Director Rohit Ghai | Management | For | For |
| 1.5 | Elect Director David Henshall | Management | For | For |
| 1.6 | Elect Director Kent Mathy | Management | For | For |
| 1.7 | Elect Director Simon Paris | Management | For | For |
| 1.8 | Elect Director Sharon Rowlands | Management | For | For |
| 1.9 | Elect Director David Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EVERCOMMERCE INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: EVCM
SECURITY ID: 29977X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Rudella | Management | For | For |
| 1.2 | Elect Director Kimberly Ellison-Taylor | Management | For | For |
| 1.3 | Elect Director Mark Hastings | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EVERTEC, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EVTC
SECURITY ID: 30040P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frank G. D'Angelo | Management | For | For |
| 1b | Elect Director Morgan M. Schuessler, Jr. | Management | For | For |
| 1c | Elect Director Kelly Barrett | Management | For | For |
| 1d | Elect Director Olga Botero | Management | For | For |
| 1e | Elect Director Jorge A. Junquera | Management | For | For |
| 1f | Elect Director Ivan Pagan | Management | For | For |
| 1g | Elect Director Aldo J. Polak | Management | For | For |
| 1h | Elect Director Alan H. Schumacher | Management | For | For |
| 1i | Elect Director Brian J. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation | Management | For | For |
| EVO PAYMENTS, INC.
MEETING DATE: OCT 26, 2022 |
||||
|
TICKER: EVOP
SECURITY ID: 26927E104
|
||||
| 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 |
| EVOLV TECHNOLOGIES HOLDINGS, INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: EVLV
SECURITY ID: 30049H102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Cohen | Management | For | For |
| 1.2 | Elect Director Neil Glat | Management | For | For |
| 1.3 | Elect Director Merline Saintil | Management | For | For |
| 1.4 | Elect Director Mark Sullivan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| EXLSERVICE HOLDINGS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: EXLS
SECURITY ID: 302081104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vikram Pandit | Management | For | For |
| 1b | Elect Director Rohit Kapoor | Management | For | For |
| 1c | Elect Director Andreas Fibig | Management | For | For |
| 1d | Elect Director Som Mittal | Management | For | For |
| 1e | Elect Director Kristy Pipes | Management | For | For |
| 1f | Elect Director Nitin Sahney | Management | For | For |
| 1g | Elect Director Jaynie Studenmund | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Forward Stock Split | Management | For | For |
| 6 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| EXPENSIFY, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: EXFY
SECURITY ID: 30219Q106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barrett | Management | For | For |
| 1.2 | Elect Director Ryan Schaffer | Management | For | For |
| 1.3 | Elect Director Anu Muralidharan | Management | For | For |
| 1.4 | Elect Director Jason Mills | Management | For | For |
| 1.5 | Elect Director Daniel Vidal | Management | For | For |
| 1.6 | Elect Director Timothy L. Christen | Management | For | For |
| 1.7 | Elect Director Ying (Vivian) Liu | Management | For | For |
| 1.8 | Elect Director Ellen Pao | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXTREME NETWORKS, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: EXTR
SECURITY ID: 30226D106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ingrid J. Burton | Management | For | For |
| 1.2 | Elect Director Charles P. Carinalli | Management | For | For |
| 1.3 | Elect Director Kathleen M. Holmgren | Management | For | For |
| 1.4 | Elect Director Edward H. Kennedy | Management | For | For |
| 1.5 | Elect Director Rajendra Khanna | Management | For | For |
| 1.6 | Elect Director Edward B. Meyercord | Management | For | For |
| 1.7 | Elect Director John C. Shoemaker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirements | Management | For | For |
| F5, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: FFIV
SECURITY ID: 315616102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne N. Budnik | Management | For | For |
| 1b | Elect Director Elizabeth L. Buse | Management | For | For |
| 1c | Elect Director Michael L. Dreyer | Management | For | For |
| 1d | Elect Director Alan J. Higginson | Management | For | For |
| 1e | Elect Director Peter S. Klein | Management | For | For |
| 1f | Elect Director Francois Locoh-Donou | Management | For | For |
| 1g | Elect Director Nikhil Mehta | Management | For | For |
| 1h | Elect Director Michael F. Montoya | Management | For | For |
| 1i | Elect Director Marie E. Myers | Management | For | For |
| 1j | Elect Director James M. Phillips | Management | For | For |
| 1k | Elect Director Sripada Shivananda | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FABRINET
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: FN
SECURITY ID: G3323L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Homa Bahrami | Management | For | For |
| 1.2 | Elect Director Darlene S. Knight | Management | For | For |
| 1.3 | Elect Director Rollance E. Olson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers ABAS Ltd. as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FAIR ISAAC CORPORATION
MEETING DATE: MAR 01, 2023 |
||||
|
TICKER: FICO
SECURITY ID: 303250104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Braden R. Kelly | Management | For | For |
| 1b | Elect Director Fabiola R. Arredondo | Management | For | For |
| 1c | Elect Director James D. Kirsner | Management | For | For |
| 1d | Elect Director William J. Lansing | Management | For | For |
| 1e | Elect Director Eva Manolis | Management | For | For |
| 1f | Elect Director Marc F. McMorris | Management | For | For |
| 1g | Elect Director Joanna Rees | Management | For | For |
| 1h | Elect Director David A. Rey | 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 |
| FARO TECHNOLOGIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: FARO
SECURITY ID: 311642102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Burger *Withdrawn Resolution* | Management | None | None |
| 1.2 | Elect Director Alex Davern | Management | For | For |
| 1.3 | Elect Director Rajani Ramanathan | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| FASTLY, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: FSLY
SECURITY ID: 31188V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Aida Alvarez | Management | For | Withhold |
| 1.2 | Elect Director Richard Daniels | Management | For | For |
| 1.3 | Elect Director Todd Nightingale | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Grant of Performance Based Stock Options to Artur Bergman | Management | For | For |
| FIDELITY NATIONAL INFORMATION SERVICES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: FIS
SECURITY ID: 31620M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee Adrean | Management | For | For |
| 1b | Elect Director Ellen R. Alemany | Management | For | For |
| 1c | Elect Director Mark D. Benjamin | Management | For | For |
| 1d | Elect Director Vijay G. D'Silva | Management | For | For |
| 1e | Elect Director Stephanie L. Ferris | Management | For | For |
| 1f | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1g | Elect Director Lisa A. Hook | Management | For | For |
| 1h | Elect Director Kenneth T. Lamneck | Management | For | For |
| 1i | Elect Director Gary L. Lauer | Management | For | For |
| 1j | Elect Director Louise M. Parent | Management | For | For |
| 1k | Elect Director Brian T. Shea | Management | For | For |
| 1l | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| FIRST SOLAR, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FSLR
SECURITY ID: 336433107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Ahearn | Management | For | For |
| 1.2 | Elect Director Richard D. Chapman | Management | For | For |
| 1.3 | Elect Director Anita Marangoly George | Management | For | For |
| 1.4 | Elect Director George A. ("Chip") Hambro | Management | For | For |
| 1.5 | Elect Director Molly E. Joseph | Management | For | For |
| 1.6 | Elect Director Craig Kennedy | Management | For | For |
| 1.7 | Elect Director Lisa A. Kro | Management | For | For |
| 1.8 | Elect Director William J. Post | Management | For | For |
| 1.9 | Elect Director Paul H. Stebbins | Management | For | For |
| 1.10 | Elect Director Michael T. Sweeney | Management | For | For |
| 1.11 | Elect Director Mark R. Widmar | Management | For | For |
| 1.12 | Elect Director Norman L. Wright | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FISERV, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FISV
SECURITY ID: 337738108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| FIVE9, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FIVN
SECURITY ID: 338307101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Burkland | Management | For | For |
| 1.2 | Elect Director Robert Zollars | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KMPG LLP as Auditors | Management | For | For |
| FLEETCOR TECHNOLOGIES, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: FLT
SECURITY ID: 339041105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven T. Stull | Management | For | For |
| 1b | Elect Director Annabelle Bexiga | Management | For | For |
| 1c | Elect Director Michael Buckman | Management | For | For |
| 1d | Elect Director Ronald F. Clarke | Management | For | For |
| 1e | Elect Director Joseph W. Farrelly | Management | For | For |
| 1f | Elect Director Rahul Gupta | Management | For | For |
| 1g | Elect Director Thomas M. Hagerty | Management | For | Against |
| 1h | Elect Director Archie L. Jones, Jr. | Management | For | For |
| 1i | Elect Director Hala G. Moddelmog | Management | For | For |
| 1j | Elect Director Richard Macchia | Management | For | For |
| 1k | Elect Director Jeffrey S. Sloan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| FLEX LTD.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: FLEX
SECURITY ID: Y2573F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Revathi Advaithi | Management | For | For |
| 1b | Elect Director Michael D. Capellas | Management | For | For |
| 1c | Elect Director John D. Harris, II | Management | For | For |
| 1d | Elect Director Michael E. Hurlston | Management | For | For |
| 1e | Elect Director Erin L. McSweeney | Management | For | For |
| 1f | Elect Director Marc A. Onetto | Management | For | For |
| 1g | Elect Director Charles K. Stevens, III | Management | For | For |
| 1h | Elect Director Lay Koon Tan | Management | For | For |
| 1i | Elect Director Patrick J. Ward | Management | For | For |
| 1j | Elect Director William D. Watkins | Management | For | For |
| 2 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Issuance of Shares without Preemptive Rights | Management | For | For |
| 5 | Authorize Share Repurchase Program | Management | For | For |
| FLYWIRE CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FLYW
SECURITY ID: 302492103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alex Finkelstein | Management | For | For |
| 1.2 | Elect Director Matthew Harris | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FORGEROCK, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: FORG
SECURITY ID: 34631B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce Golden | Management | For | For |
| 1.2 | Elect Director Arun Mathew | Management | For | For |
| 1.3 | Elect Director Alexander Ott | Management | For | For |
| 1.4 | Elect Director Maria Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FORMFACTOR, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: FORM
SECURITY ID: 346375108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lothar Maier | Management | For | For |
| 1b | Elect Director Sheri Rhodes | Management | For | For |
| 1c | Elect Director Michael D. Slessor | Management | For | For |
| 1d | Elect Director Thomas St. Dennis | Management | For | For |
| 1e | Elect Director Jorge Titinger | Management | For | For |
| 1f | Elect Director Brian White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| FORTINET, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: FTNT
SECURITY ID: 34959E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ken Xie | Management | For | For |
| 1.2 | Elect Director Michael Xie | Management | For | For |
| 1.3 | Elect Director Kenneth A. Goldman | Management | For | For |
| 1.4 | Elect Director Ming Hsieh | Management | For | For |
| 1.5 | Elect Director Jean Hu | Management | For | For |
| 1.6 | Elect Director William H. Neukom | Management | For | For |
| 1.7 | Elect Director Judith Sim | Management | For | For |
| 1.8 | Elect Director Admiral James Stavridis (Ret) | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| FRESHWORKS INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FRSH
SECURITY ID: 358054104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roxanne S. Austin | Management | For | For |
| 1.2 | Elect Director Sameer Gandhi | Management | For | Withhold |
| 1.3 | Elect Director Dennis M. Woodside | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| GARTNER, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: IT
SECURITY ID: 366651107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter E. Bisson | Management | For | For |
| 1b | Elect Director Richard J. Bressler | Management | For | For |
| 1c | Elect Director Raul E. Cesan | Management | For | For |
| 1d | Elect Director Karen E. Dykstra | Management | For | For |
| 1e | Elect Director Diana S. Ferguson | Management | For | For |
| 1f | Elect Director Anne Sutherland Fuchs | Management | For | For |
| 1g | Elect Director William O. Grabe | Management | For | For |
| 1h | Elect Director Jose M. Gutierrez | Management | For | For |
| 1i | Elect Director Eugene A. Hall | Management | For | For |
| 1j | Elect Director Stephen G. Pagliuca | Management | For | For |
| 1k | Elect Director Eileen M. Serra | Management | For | For |
| 1l | Elect Director James C. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| GITLAB INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: GTLB
SECURITY ID: 37637K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Karen Blasing | Management | For | For |
| 1.2 | Elect Director Merline Saintil | Management | For | For |
| 1.3 | Elect Director Godfrey Sullivan | 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 |
| GLOBAL PAYMENTS INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: GPN
SECURITY ID: 37940X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director F. Thaddeus Arroyo | Management | For | For |
| 1b | Elect Director Robert H.B. Baldwin, Jr. | Management | For | For |
| 1c | Elect Director John G. Bruno | Management | For | For |
| 1d | Elect Director Joia M. Johnson | Management | For | For |
| 1e | Elect Director Ruth Ann Marshall | Management | For | For |
| 1f | Elect Director Connie D. McDaniel | Management | For | For |
| 1g | Elect Director Joseph H. Osnoss | Management | For | Against |
| 1h | Elect Director William B. Plummer | Management | For | For |
| 1i | Elect Director Jeffrey S. Sloan | Management | For | For |
| 1j | Elect Director John T. Turner | Management | For | For |
| 1k | Elect Director M. Troy Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| GODADDY INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: GDDY
SECURITY ID: 380237107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Garrett | Management | For | For |
| 1b | Elect Director Srinivas (Srini) Tallapragada | Management | For | For |
| 1c | Elect Director Sigal Zarmi | 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 |
| GRID DYNAMICS HOLDINGS, INC.
MEETING DATE: DEC 22, 2022 |
||||
|
TICKER: GDYN
SECURITY ID: 39813G109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric Benhamou | Management | For | For |
| 1.2 | Elect Director Weihang Wang | Management | For | For |
| 1.3 | Elect Director Patrick Nicolet | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| GUIDEWIRE SOFTWARE, INC.
MEETING DATE: DEC 20, 2022 |
||||
|
TICKER: GWRE
SECURITY ID: 40171V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marcus S. Ryu | Management | For | For |
| 1b | Elect Director Paul Lavin | Management | For | For |
| 1c | Elect Director Mike Rosenbaum | Management | For | For |
| 1d | Elect Director David S. Bauer | Management | For | For |
| 1e | Elect Director Margaret Dillon | Management | For | For |
| 1f | Elect Director Michael C. Keller | Management | For | For |
| 1g | Elect Director Catherine P. Lego | Management | For | For |
| 1h | Elect Director Rajani Ramanathan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| HARMONIC INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: HLIT
SECURITY ID: 413160102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick J. Harshman | Management | For | For |
| 1b | Elect Director Patrick Gallagher | Management | For | For |
| 1c | Elect Director Deborah L. Clifford | Management | For | For |
| 1d | Elect Director Sophia Kim | Management | For | For |
| 1e | Elect Director David Krall | Management | For | For |
| 1f | Elect Director Mitzi Reaugh | Management | For | For |
| 1g | Elect Director Susan G. Swenson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HASHICORP, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: HCP
SECURITY ID: 418100103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Todd Ford | Management | For | For |
| 1b | Elect Director David Henshall | Management | For | For |
| 1c | Elect Director Sigal Zarmi | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HEWLETT PACKARD ENTERPRISE COMPANY
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: HPE
SECURITY ID: 42824C109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel Ammann | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Regina E. Dugan | Management | For | For |
| 1e | Elect Director Jean M. Hobby | Management | For | For |
| 1f | Elect Director Raymond J. Lane | Management | For | For |
| 1g | Elect Director Ann M. Livermore | Management | For | For |
| 1h | Elect Director Antonio F. Neri | Management | For | For |
| 1i | Elect Director Charles H. Noski | Management | For | For |
| 1j | Elect Director Raymond E. Ozzie | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Patricia F. Russo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| HP INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: HPQ
SECURITY ID: 40434L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| HUBSPOT, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: HUBS
SECURITY ID: 443573100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick Caldwell | Management | For | For |
| 1b | Elect Director Claire Hughes Johnson | Management | For | For |
| 1c | Elect Director Jay Simons | Management | For | For |
| 1d | Elect Director Yamini Rangan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| I3 VERTICALS, INC.
MEETING DATE: FEB 24, 2023 |
||||
|
TICKER: IIIV
SECURITY ID: 46571Y107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory Daily | Management | For | For |
| 1.2 | Elect Director Clay Whitson | Management | For | For |
| 1.3 | Elect Director Elizabeth Seigenthaler Courtney | Management | For | For |
| 1.4 | Elect Director John Harrison | Management | For | Withhold |
| 1.5 | Elect Director Burton Harvey | Management | For | Withhold |
| 1.6 | Elect Director Timothy McKenna | Management | For | For |
| 1.7 | Elect Director David Morgan | Management | For | For |
| 1.8 | Elect Director David Wilds | Management | For | For |
| 1.9 | Elect Director Decosta Jenkins | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ICHOR HOLDINGS, LTD.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ICHR
SECURITY ID: G4740B105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Rohrs | Management | For | For |
| 1b | Elect Director Iain MacKenzie | Management | For | For |
| 1c | Elect Director Laura Black | Management | For | For |
| 1d | Elect Director Jorge Titinger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| IMPINJ, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: PI
SECURITY ID: 453204109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Gibson | Management | For | Against |
| 1.2 | Elect Director Umesh Padval | Management | For | For |
| 1.3 | Elect Director Steve Sanghi | Management | For | For |
| 1.4 | Elect Director Cathal Phelan | Management | For | For |
| 1.5 | Elect Director Meera Rao | Management | For | For |
| 1.6 | Elect Director Chris Diorio | Management | For | For |
| 1.7 | Elect Director Miron Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| INDIE SEMICONDUCTOR, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: INDI
SECURITY ID: 45569U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diane Biagianti | Management | For | For |
| 1.2 | Elect Director Diane Brink | Management | For | For |
| 1.3 | Elect Director Karl-Thomas Neumann | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| INFINERA CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: INFN
SECURITY ID: 45667G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Roop K. Lakkaraju | Management | For | For |
| 1b | Elect Director Amy H. Rice | Management | For | For |
| 1c | Elect Director George A. Riedel | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INFORMATICA INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: INFA
SECURITY ID: 45674M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janice Chaffin | Management | For | For |
| 1.2 | Elect Director Gerald Held | Management | For | For |
| 1.3 | Elect Director Ryan Lanpher | Management | For | For |
| 1.4 | Elect Director Austin Locke | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| INSEEGO CORP.
MEETING DATE: AUG 03, 2022 |
||||
|
TICKER: INSG
SECURITY ID: 45782B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Stephanie Bowers | Management | For | For |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| INSIGHT ENTERPRISES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NSIT
SECURITY ID: 45765U103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joyce A. Mullen | Management | For | For |
| 1.2 | Elect Director Timothy A. Crown | Management | For | For |
| 1.3 | Elect Director Richard E. Allen | Management | For | For |
| 1.4 | Elect Director Bruce W. Armstrong | Management | For | For |
| 1.5 | Elect Director Alexander L. Baum | Management | For | For |
| 1.6 | Elect Director Linda M. Breard | Management | For | For |
| 1.7 | Elect Director Catherine Courage | Management | For | For |
| 1.8 | Elect Director Anthony A. Ibarguen | Management | For | For |
| 1.9 | Elect Director Kathleen S. Pushor | Management | For | For |
| 1.10 | Elect Director Girish Rishi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| INTAPP, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: INTA
SECURITY ID: 45827U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beverly Allen | Management | For | For |
| 1.2 | Elect Director Nancy Harris | Management | For | For |
| 1.3 | Elect Director Derek Schoettle | Management | For | For |
| 1.4 | Elect Director Marie Wieck | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| INTEL CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: INTC
SECURITY ID: 458140100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 1c | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1d | Elect Director Alyssa H. Henry | Management | For | For |
| 1e | Elect Director Omar Ishrak | Management | For | For |
| 1f | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1h | Elect Director Barbara G. Novick | Management | For | For |
| 1i | Elect Director Gregory D. Smith | Management | For | For |
| 1j | Elect Director Lip-Bu Tan | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 7 | Publish Third Party Review of Intel's China Business ESG Congruence | Shareholder | Against | Against |
| INTERDIGITAL, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: IDCC
SECURITY ID: 45867G101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Derek K. Aberle | Management | For | For |
| 1b | Elect Director Samir Armaly | Management | For | For |
| 1c | Elect Director Lawrence (Liren) Chen | Management | For | For |
| 1d | Elect Director Joan H. Gillman | Management | For | For |
| 1e | Elect Director S. Douglas Hutcheson | Management | For | For |
| 1f | Elect Director John A. Kritzmacher | Management | For | For |
| 1g | Elect Director Pierre-Yves Lesaicherre | Management | For | For |
| 1h | Elect Director John D. Markley, Jr. | Management | For | For |
| 1i | Elect Director Jean F. Rankin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| INTERNATIONAL BUSINESS MACHINES CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: IBM
SECURITY ID: 459200101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | Against |
| INTERNATIONAL MONEY EXPRESS, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: IMXI
SECURITY ID: 46005L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Debra Bradford | Management | For | For |
| 1.2 | Elect Director John Rincon | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTUIT INC.
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: INTU
SECURITY ID: 461202103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| IONQ, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: IONQ
SECURITY ID: 46222L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald Bernal | Management | For | Withhold |
| 1.2 | Elect Director Kathryn Chou | Management | For | Withhold |
| 1.3 | Elect Director Harry You | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| IPG PHOTONICS CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: IPGP
SECURITY ID: 44980X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory Beecher | Management | For | For |
| 1.2 | Elect Director Michael Child | Management | For | For |
| 1.3 | Elect Director Jeanmarie Desmond | Management | For | For |
| 1.4 | Elect Director Gregory Dougherty | Management | For | For |
| 1.5 | Elect Director Eric Meurice | Management | For | For |
| 1.6 | Elect Director Natalia Pavlova | Management | For | For |
| 1.7 | Elect Director John Peeler | Management | For | For |
| 1.8 | Elect Director Eugene Scherbakov | Management | For | For |
| 1.9 | Elect Director Felix Stukalin | Management | For | For |
| 1.10 | Elect Director Agnes Tang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ITRON, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ITRI
SECURITY ID: 465741106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary C. Hemmingsen | Management | For | For |
| 1b | Elect Director Jerome J. Lande | Management | For | For |
| 1c | Elect Director Frank M. Jaehnert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| JABIL INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: JBL
SECURITY ID: 466313103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anousheh Ansari | Management | For | For |
| 1b | Elect Director Christopher S. Holland | Management | For | For |
| 1c | Elect Director Mark T. Mondello | Management | For | For |
| 1d | Elect Director John C. Plant | Management | For | Against |
| 1e | Elect Director Steven A. Raymund | Management | For | For |
| 1f | Elect Director Thomas A. Sansone | Management | For | For |
| 1g | Elect Director David M. Stout | Management | For | For |
| 1h | Elect Director Kathleen A. Walters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JACK HENRY & ASSOCIATES, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: JKHY
SECURITY ID: 426281101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David B. Foss | Management | For | For |
| 1.2 | Elect Director Matthew C. Flanigan | Management | For | For |
| 1.3 | Elect Director Thomas H. Wilson, Jr. | Management | For | For |
| 1.4 | Elect Director Jacque R. Fiegel | Management | For | For |
| 1.5 | Elect Director Thomas A. Wimsett | Management | For | For |
| 1.6 | Elect Director Laura G. Kelly | Management | For | For |
| 1.7 | Elect Director Shruti S. Miyashiro | Management | For | For |
| 1.8 | Elect Director Wesley A. Brown | Management | For | For |
| 1.9 | Elect Director Curtis A. Campbell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JAMF HOLDING CORP.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: JAMF
SECURITY ID: 47074L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andre Durand | Management | For | For |
| 1.2 | Elect Director Kevin Klausmeyer | Management | For | For |
| 1.3 | Elect Director Vina M. Leite | 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 |
| JFROG LTD.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: FROG
SECURITY ID: M6191J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoav Landman | Management | For | For |
| 1.2 | Elect Director Yossi Sela | Management | For | For |
| 1.3 | Elect Director Elisa Steele | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Kost, Forer, Gabbay & Kasierer as Auditors | Management | For | For |
| 4 | Approve Amended Compensation of Shlomi Ben Haim, Chief Executive Officer | Management | For | Against |
| 5 | Approve Amended Compensation of Yoav Landman, Chief Technology Officer | Management | For | Against |
| 6 | Approve Amended Compensation of Frederic Simon, Chief Data Scientist | Management | For | Against |
| JUNIPER NETWORKS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: JNPR
SECURITY ID: 48203R104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne DelSanto | Management | For | For |
| 1b | Elect Director Kevin DeNuccio | Management | For | For |
| 1c | Elect Director James Dolce | Management | For | For |
| 1d | Elect Director Steven Fernandez | Management | For | For |
| 1e | Elect Director Christine Gorjanc | Management | For | For |
| 1f | Elect Director Janet Haugen | Management | For | For |
| 1g | Elect Director Scott Kriens | Management | For | For |
| 1h | Elect Director Rahul Merchant | Management | For | For |
| 1i | Elect Director Rami Rahim | Management | For | For |
| 1j | Elect Director William Stensrud | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| KEYSIGHT TECHNOLOGIES, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: KEYS
SECURITY ID: 49338L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Satish C. Dhanasekaran | Management | For | For |
| 1.2 | Elect Director Richard P. Hamada | Management | For | For |
| 1.3 | Elect Director Paul A. Lacouture | Management | For | For |
| 1.4 | Elect Director Kevin A. Stephens | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| KIMBALL ELECTRONICS, INC.
MEETING DATE: NOV 11, 2022 |
||||
|
TICKER: KE
SECURITY ID: 49428J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michele A. M. Holcomb | Management | For | For |
| 1.2 | Elect Director Holly A. Van Deursen | Management | For | For |
| 1.3 | Elect Director Tom G. Vadaketh | 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 |
| KLA CORPORATION
MEETING DATE: NOV 02, 2022 |
||||
|
TICKER: KLAC
SECURITY ID: 482480100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Calderoni | Management | For | For |
| 1.2 | Elect Director Jeneanne Hanley | Management | For | For |
| 1.3 | Elect Director Emiko Higashi | Management | For | For |
| 1.4 | Elect Director Kevin Kennedy | Management | For | For |
| 1.5 | Elect Director Gary Moore | Management | For | For |
| 1.6 | Elect Director Marie Myers | Management | For | For |
| 1.7 | Elect Director Kiran Patel | Management | For | For |
| 1.8 | Elect Director Victor Peng | Management | For | For |
| 1.9 | Elect Director Robert Rango | Management | For | For |
| 1.10 | Elect Director Richard Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| KNOWBE4, INC.
MEETING DATE: JAN 31, 2023 |
||||
|
TICKER: KNBE
SECURITY ID: 49926T104
|
||||
| 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 |
| KNOWLES CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: KN
SECURITY ID: 49926D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith Barnes | Management | For | For |
| 1b | Elect Director Daniel J. Crowley | Management | For | For |
| 1c | Elect Director Hermann Eul | Management | For | For |
| 1d | Elect Director Didier Hirsch | Management | For | For |
| 1e | Elect Director Ye Jane Li | Management | For | For |
| 1f | Elect Director Donald Macleod | Management | For | For |
| 1g | Elect Director Jeffrey Niew | Management | For | For |
| 1h | Elect Director Cheryl Shavers | Management | For | For |
| 1i | Elect Director Michael Wishart | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KULICKE AND SOFFA INDUSTRIES, INC.
MEETING DATE: MAR 02, 2023 |
||||
|
TICKER: KLIC
SECURITY ID: 501242101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fusen E. Chen | Management | For | For |
| 1.2 | Elect Director Gregory F. Milzcik | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KYNDRYL HOLDINGS, INC.
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: KD
SECURITY ID: 50155Q100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janina Kugel | Management | For | For |
| 1b | Elect Director Denis Machuel | Management | For | For |
| 1c | Elect Director Rahul N. Merchant | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LAM RESEARCH CORPORATION
MEETING DATE: NOV 08, 2022 |
||||
|
TICKER: LRCX
SECURITY ID: 512807108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LATTICE SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: LSCC
SECURITY ID: 518415104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James R. Anderson | Management | For | For |
| 1.2 | Elect Director Robin A. Abrams | Management | For | For |
| 1.3 | Elect Director Douglas Bettinger | Management | For | For |
| 1.4 | Elect Director Mark E. Jensen | Management | For | For |
| 1.5 | Elect Director James P. Lederer | Management | For | For |
| 1.6 | Elect Director D. Jeffrey Richardson | Management | For | For |
| 1.7 | Elect Director Elizabeth Schwarting | Management | For | For |
| 1.8 | Elect Director Raejeanne Skillern | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| LIGHTWAVE LOGIC, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: LWLG
SECURITY ID: 532275104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James S. Marcelli | Management | For | For |
| 2 | Ratify Morison Cogen LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| LITTELFUSE, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LFUS
SECURITY ID: 537008104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kristina A. Cerniglia | Management | For | For |
| 1b | Elect Director Tzau-Jin Chung | Management | For | For |
| 1c | Elect Director Cary T. Fu | Management | For | For |
| 1d | Elect Director Maria C. Green | Management | For | For |
| 1e | Elect Director Anthony Grillo | Management | For | For |
| 1f | Elect Director David W. Heinzmann | Management | For | For |
| 1g | Elect Director Gordon Hunter | Management | For | For |
| 1h | Elect Director William P. Noglows | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| LIVEPERSON, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: LPSN
SECURITY ID: 538146101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ernest Cu | Management | For | For |
| 1.2 | Elect Director Jill Layfield | Management | For | For |
| 1.3 | Elect Director William G. Wesemann | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LIVERAMP HOLDINGS, INC.
MEETING DATE: AUG 09, 2022 |
||||
|
TICKER: RAMP
SECURITY ID: 53815P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Clark M. Kokich | Management | For | For |
| 1b | Elect Director Kamakshi Sivaramakrishnan | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| LUMENTUM HOLDINGS INC.
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: LITE
SECURITY ID: 55024U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Penelope A. Herscher | Management | For | For |
| 1b | Elect Director Harold L. Covert | Management | For | For |
| 1c | Elect Director Isaac H. Harris | Management | For | For |
| 1d | Elect Director Julia S. Johnson | Management | For | For |
| 1e | Elect Director Brian J. Lillie | Management | For | For |
| 1f | Elect Director Alan S. Lowe | Management | For | For |
| 1g | Elect Director Ian S. Small | Management | For | For |
| 1h | Elect Director Janet S. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
MEETING DATE: MAR 02, 2023 |
||||
|
TICKER: MTSI
SECURITY ID: 55405Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Bland | Management | For | Withhold |
| 1.2 | Elect Director Stephen Daly | Management | For | For |
| 1.3 | Elect Director Susan Ocampo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| MAGNACHIP SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MX
SECURITY ID: 55933J203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Melvin L. Keating | Management | For | For |
| 1.2 | Elect Director Young-Joon (YJ) Kim | Management | For | For |
| 1.3 | Elect Director Ilbok Lee | Management | For | For |
| 1.4 | Elect Director Camillo Martino | Management | For | For |
| 1.5 | Elect Director Gary Tanner | Management | For | For |
| 1.6 | Elect Director Kyo-Hwa (Liz) Chung | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Samil PricewaterhouseCoopers as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| MANDIANT, INC.
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: MNDT
SECURITY ID: 562662106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin R. Mandia | Management | For | For |
| 1b | Elect Director Enrique Salem | Management | For | Against |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MANHATTAN ASSOCIATES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MANH
SECURITY ID: 562750109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eddie Capel | Management | For | For |
| 1b | Elect Director Charles E. Moran | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MARATHON DIGITAL HOLDINGS, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: MARA
SECURITY ID: 565788106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Georges Antoun | Management | For | Withhold |
| 1b | Elect Director Jay Leupp | Management | For | Withhold |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Other Business | Management | For | Against |
| MARQETA, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: MQ
SECURITY ID: 57142B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Najuma (Naj) Atkinson | Management | For | For |
| 1.2 | Elect Director Martha Cummings | Management | For | For |
| 1.3 | Elect Director Judson (Jud) Linville | Management | For | Withhold |
| 1.4 | Elect Director Helen Riley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARVELL TECHNOLOGY, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: MRVL
SECURITY ID: 573874104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara Andrews | Management | For | For |
| 1b | Elect Director W. Tudor Brown | Management | For | For |
| 1c | Elect Director Brad W. Buss | Management | For | For |
| 1d | Elect Director Rebecca W. House | Management | For | For |
| 1e | Elect Director Marachel L. Knight | Management | For | For |
| 1f | Elect Director Matthew J. Murphy | Management | For | For |
| 1g | Elect Director Michael G. Strachan | Management | For | For |
| 1h | Elect Director Robert E. Switz | Management | For | For |
| 1i | Elect Director Ford Tamer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MATTERPORT, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: MTTR
SECURITY ID: 577096100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason Krikorian | Management | For | Withhold |
| 1.2 | Elect Director Susan Repo | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MAXIMUS, INC.
MEETING DATE: MAR 14, 2023 |
||||
|
TICKER: MMS
SECURITY ID: 577933104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne K. Altman | Management | For | For |
| 1b | Elect Director Bruce L. Caswell | Management | For | For |
| 1c | Elect Director John J. Haley | Management | For | For |
| 1d | Elect Director Jan D. Madsen | Management | For | For |
| 1e | Elect Director Richard A. Montoni | Management | For | For |
| 1f | Elect Director Gayathri Rajan | Management | For | For |
| 1g | Elect Director Raymond B. Ruddy | Management | For | For |
| 1h | Elect Director Michael J. Warren | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MAXLINEAR, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: MXL
SECURITY ID: 57776J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert J. Moyer | Management | For | For |
| 1.2 | Elect Director Theodore L. Tewksbury | Management | For | For |
| 1.3 | Elect Director Carolyn D. Beaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MERIDIANLINK, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: MLNK
SECURITY ID: 58985J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reema Poddar | Management | For | For |
| 1b | Elect Director Mark Sachleben | Management | For | For |
| 1c | Elect Director Yael Zheng | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| META MATERIALS INC.
MEETING DATE: DEC 05, 2022 |
||||
|
TICKER: MMAT
SECURITY ID: 59134N104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John R. Harding | Management | For | For |
| 1.2 | Elect Director George Palikaras | Management | For | For |
| 1.3 | Elect Director Maurice Guitton | Management | For | For |
| 1.4 | Elect Director Allison Christilaw | Management | For | For |
| 1.5 | Elect Director Steen Karsbo | Management | For | For |
| 1.6 | Elect Director Eric M. Leslie | Management | For | For |
| 1.7 | Elect Director Ken Hannah | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| METHODE ELECTRONICS, INC.
MEETING DATE: SEP 14, 2022 |
||||
|
TICKER: MEI
SECURITY ID: 591520200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Walter J. Aspatore | Management | For | For |
| 1b | Elect Director David P. Blom | Management | For | For |
| 1c | Elect Director Therese M. Bobek | Management | For | For |
| 1d | Elect Director Brian J. Cadwallader | Management | For | For |
| 1e | Elect Director Bruce K. Crowther | Management | For | For |
| 1f | Elect Director Darren M. Dawson | Management | For | For |
| 1g | Elect Director Donald W. Duda | Management | For | For |
| 1h | Elect Director Janie Goddard | Management | For | For |
| 1i | Elect Director Mary A. Lindsey | Management | For | For |
| 1j | Elect Director Angelo V. Pantaleo | Management | For | For |
| 1k | Elect Director Mark D. Schwabero | Management | For | For |
| 1l | Elect Director Lawrence B. Skatoff | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MICROCHIP TECHNOLOGY INCORPORATED
MEETING DATE: AUG 23, 2022 |
||||
|
TICKER: MCHP
SECURITY ID: 595017104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew W. Chapman | Management | For | For |
| 1.2 | Elect Director Esther L. Johnson | Management | For | For |
| 1.3 | Elect Director Karlton D. Johnson | Management | For | For |
| 1.4 | Elect Director Wade F. Meyercord | Management | For | For |
| 1.5 | Elect Director Ganesh Moorthy | Management | For | For |
| 1.6 | Elect Director Karen M. Rapp | Management | For | For |
| 1.7 | Elect Director Steve Sanghi | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MICRON TECHNOLOGY, INC.
MEETING DATE: JAN 12, 2023 |
||||
|
TICKER: MU
SECURITY ID: 595112103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MICROSTRATEGY INCORPORATED
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: MSTR
SECURITY ID: 594972408
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Saylor | Management | For | For |
| 1.2 | Elect Director Phong Q. Le | Management | For | For |
| 1.3 | Elect Director Stephen X. Graham | Management | For | For |
| 1.4 | Elect Director Jarrod M. Patten | Management | For | For |
| 1.5 | Elect Director Leslie J. Rechan | Management | For | For |
| 1.6 | Elect Director Carl J. Rickertsen | Management | For | Withhold |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| MICROVISION, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: MVIS
SECURITY ID: 594960304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Simon Biddiscombe | Management | For | For |
| 1.2 | Elect Director Robert P. Carlile | Management | For | Withhold |
| 1.3 | Elect Director Judith M. Curran | Management | For | For |
| 1.4 | Elect Director Jeffrey A. Herbst | Management | For | For |
| 1.5 | Elect Director Sumit Sharma | Management | For | For |
| 1.6 | Elect Director Mark B. Spitzer | Management | For | For |
| 1.7 | Elect Director Brian V. Turner | Management | For | Withhold |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MIRION TECHNOLOGIES, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: MIR
SECURITY ID: 60471A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1.2 | Elect Director Thomas D. Logan | Management | For | For |
| 1.3 | Elect Director Kenneth C. Bockhorst | Management | For | For |
| 1.4 | Elect Director Robert A. Cascella | Management | For | For |
| 1.5 | Elect Director Steven W. Etzel | Management | For | For |
| 1.6 | Elect Director John W. Kuo | Management | For | For |
| 1.7 | Elect Director Jody A. Markopoulos | Management | For | For |
| 1.8 | Elect Director Jyothsna (Jo) Natauri | Management | For | For |
| 1.9 | Elect Director Sheila Rege | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 5 | Reduce Supermajority Vote Requirement | Management | For | For |
| MKS INSTRUMENTS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MKSI
SECURITY ID: 55306N104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter J. Cannone, III | Management | For | For |
| 1.2 | Elect Director Joseph B. Donahue | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MODEL N, INC.
MEETING DATE: FEB 16, 2023 |
||||
|
TICKER: MODN
SECURITY ID: 607525102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tim Adams | Management | For | For |
| 1.2 | Elect Director Manisha Shetty Gulati | Management | For | For |
| 1.3 | Elect Director Scott Reese | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MOMENTIVE GLOBAL INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: MNTV
SECURITY ID: 60878Y108
|
||||
| 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 |
| MONGODB, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MDB
SECURITY ID: 60937P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Archana Agrawal | Management | For | For |
| 1.2 | Elect Director Hope Cochran | Management | For | For |
| 1.3 | Elect Director Dwight Merriman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MONOLITHIC POWER SYSTEMS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: MPWR
SECURITY ID: 609839105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor K. Lee | Management | For | For |
| 1.2 | Elect Director James C. Moyer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| MOTOROLA SOLUTIONS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MSI
SECURITY ID: 620076307
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory Q. Brown | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Egon P. Durban | Management | For | For |
| 1d | Elect Director Ayanna M. Howard | Management | For | For |
| 1e | Elect Director Clayton M. Jones | Management | For | For |
| 1f | Elect Director Judy C. Lewent | Management | For | For |
| 1g | Elect Director Gregory K. Mondre | Management | For | For |
| 1h | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| N-ABLE, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NABL
SECURITY ID: 62878D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Bingle | Management | For | For |
| 1.2 | Elect Director Darryl Lewis | Management | For | For |
| 1.3 | Elect Director Cam McMartin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NAPCO SECURITY TECHNOLOGIES, INC.
MEETING DATE: DEC 05, 2022 |
||||
|
TICKER: NSSC
SECURITY ID: 630402105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard L. Soloway | Management | For | For |
| 1.2 | Elect Director Kevin S. Buchel | Management | For | For |
| 2 | Approve Stock Option Plan | Management | For | For |
| 3 | Ratify Baker Tilly US, LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NATIONAL INSTRUMENTS CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: NATI
SECURITY ID: 636518102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael E. McGrath | Management | For | For |
| 1.2 | Elect Director Alexander M. Davern | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NATIONAL INSTRUMENTS CORPORATION
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: NATI
SECURITY ID: 636518102
|
||||
| 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 |
| NAVITAS SEMICONDUCTOR CORP.
MEETING DATE: NOV 10, 2022 |
||||
|
TICKER: NVTS
SECURITY ID: 63942X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gene Sheridan | Management | For | For |
| 1.2 | Elect Director Dan Kinzer | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| NAVITAS SEMICONDUCTOR CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: NVTS
SECURITY ID: 63942X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Long | Management | For | Withhold |
| 1.2 | Elect Director David Moxam | Management | For | For |
| 1.3 | Elect Director Dipender Saluja | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| NCINO, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NCNO
SECURITY ID: 63947X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jon Doyle | Management | For | Withhold |
| 1.2 | Elect Director Jeffrey Horing | Management | For | Withhold |
| 1.3 | Elect Director William (Bill) Spruill | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NCR CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NCR
SECURITY ID: 62886E108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Begor | Management | For | For |
| 1.2 | Elect Director Gregory Blank | Management | For | For |
| 1.3 | Elect Director Catherine L. Burke | Management | For | For |
| 1.4 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.5 | Elect Director Michael D. Hayford | Management | For | For |
| 1.6 | Elect Director Georgette D. Kiser | Management | For | For |
| 1.7 | Elect Director Kirk T. Larsen | Management | For | For |
| 1.8 | Elect Director Martin Mucci | Management | For | For |
| 1.9 | Elect Director Joseph E. Reece | Management | For | For |
| 1.10 | Elect Director Laura J. Sen | Management | For | For |
| 1.11 | Elect Director Glenn W. Welling | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| NETAPP, INC.
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: NTAP
SECURITY ID: 64110D104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director T. Michael Nevens | Management | For | For |
| 1b | Elect Director Deepak Ahuja | Management | For | For |
| 1c | Elect Director Gerald Held | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director Deborah L. Kerr | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Carrie Palin | Management | For | For |
| 1h | Elect Director Scott F. Schenkel | Management | For | For |
| 1i | Elect Director George T. Shaheen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| NETGEAR, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NTGR
SECURITY ID: 64111Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick C. S. Lo | Management | For | For |
| 1b | Elect Director Sarah S. Butterfass | Management | For | For |
| 1c | Elect Director Laura J. Durr | Management | For | For |
| 1d | Elect Director Shravan K. Goli | Management | For | For |
| 1e | Elect Director Bradley L. Maiorino | Management | For | For |
| 1f | Elect Director Janice M. Roberts | Management | For | For |
| 1g | Elect Director Barbara V. Scherer | Management | For | For |
| 1h | Elect Director Thomas H. Waechter | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| NETSCOUT SYSTEMS, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: NTCT
SECURITY ID: 64115T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anil K. Sinhal | Management | For | For |
| 1.2 | Elect Director Robert E. Donahue | Management | For | For |
| 1.3 | Elect Director John R. Egan | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NEW RELIC, INC.
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: NEWR
SECURITY ID: 64829B100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hope Cochran | Management | For | For |
| 1.2 | Elect Director Anne DelSanto | Management | For | For |
| 1.3 | Elect Director Susan D. Arthur | Management | For | For |
| 1.4 | Elect Director Pali Bhat | Management | For | For |
| 1.5 | Elect Director Caroline Watteeuw Carlisle | Management | For | For |
| 1.6 | Elect Director Kevin Galligan | Management | For | For |
| 1.7 | Elect Director William Staples | 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 |
| NLIGHT, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: LASR
SECURITY ID: 65487K100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bandel Carano | Management | For | Withhold |
| 1.2 | Elect Director Raymond Link | Management | For | For |
| 1.3 | Elect Director Geoffrey Moore | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NORTONLIFELOCK INC.
MEETING DATE: SEP 13, 2022 |
||||
|
TICKER: NLOK
SECURITY ID: 668771108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan P. Barsamian | Management | For | For |
| 1b | Elect Director Eric K. Brandt | Management | For | For |
| 1c | Elect Director Frank E. Dangeard | Management | For | For |
| 1d | Elect Director Nora M. Denzel | Management | For | For |
| 1e | Elect Director Peter A. Feld | Management | For | For |
| 1f | Elect Director Emily Heath | Management | For | For |
| 1g | Elect Director Vincent Pilette | Management | For | For |
| 1h | Elect Director Sherrese M. Smith | 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 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| NOVANTA INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: NOVT
SECURITY ID: 67000B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Lonny J. Carpenter | Management | For | For |
| 1B | Elect Director Matthijs Glastra | Management | For | For |
| 1C | Elect Director Barbara B. Hulit | Management | For | For |
| 1D | Elect Director Maxine L. Mauricio | Management | For | For |
| 1E | Elect Director Katherine A. Owen | Management | For | For |
| 1F | Elect Director Thomas N. Secor | Management | For | For |
| 1G | Elect Director Darlene J.S. Solomon | Management | For | For |
| 1H | Elect Director Frank A. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NUTANIX, INC.
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: NTNX
SECURITY ID: 67059N108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirements | Management | For | For |
| 3 | Amend Certificate of Incorporation to Eliminate Inoperative Provisions in Relation to Class B Common Stock and Update Certain Other Miscellaneous Provisions | Management | For | For |
| 4a | Elect Director David Humphrey | Management | For | For |
| 4b | Elect Director Rajiv Ramaswami | Management | For | For |
| 4c | Elect Director Gayle Sheppard | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NXP SEMICONDUCTORS N.V.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NXPI
SECURITY ID: N6596X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OKTA, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: OKTA
SECURITY ID: 679295105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.3 | Elect Director Benjamin Horowitz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OLO INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: OLO
SECURITY ID: 68134L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lee Kirkpatrick | Management | For | For |
| 1.2 | Elect Director Daniel Meyer | Management | For | For |
| 1.3 | Elect Director Colin Neville | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ON24, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: ONTF
SECURITY ID: 68339B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Teresa Anania | Management | For | For |
| 1b | Elect Director Cynthia Paul | Management | For | For |
| 1c | Elect Director Barry Zwarenstein | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ONESPAN INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: OSPN
SECURITY ID: 68287N100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Boroditsky | Management | For | For |
| 1b | Elect Director Garry Capers | Management | For | For |
| 1c | Elect Director Sarika Garg | Management | For | For |
| 1d | Elect Director Marianne Johnson | Management | For | For |
| 1e | Elect Director Michael McConnell | Management | For | For |
| 1f | Elect Director Matthew Moynahan | Management | For | For |
| 1g | Elect Director Alfred Nietzel | Management | For | For |
| 1h | Elect Director Marc Zenner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ONTO INNOVATION INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ONTO
SECURITY ID: 683344105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher A. Seams | Management | For | For |
| 1.2 | Elect Director Leo Berlinghieri | Management | For | For |
| 1.3 | Elect Director Stephen D. Kelley | Management | For | For |
| 1.4 | Elect Director David B. Miller | Management | For | For |
| 1.5 | Elect Director Michael P. Plisinski | Management | For | For |
| 1.6 | Elect Director Karen M. Rogge | Management | For | For |
| 1.7 | Elect Director May Su | Management | For | For |
| 1.8 | Elect Director Christine A. Tsingos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ORACLE CORPORATION
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: ORCL
SECURITY ID: 68389X105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Awo Ablo | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Berg | Management | For | For |
| 1.3 | Elect Director Michael J. Boskin | Management | For | For |
| 1.4 | Elect Director Safra A. Catz | Management | For | For |
| 1.5 | Elect Director Bruce R. Chizen | Management | For | For |
| 1.6 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.7 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.8 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Director Renee J. James | Management | For | For |
| 1.11 | Elect Director Charles W. Moorman | Management | For | Withhold |
| 1.12 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.13 | Elect Director William G. Parrett | Management | For | For |
| 1.14 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.15 | Elect Director Vishal Sikka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OSI SYSTEMS, INC.
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: OSIS
SECURITY ID: 671044105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deepak Chopra | Management | For | For |
| 1.2 | Elect Director William F. Ballhaus, Jr. | Management | For | For |
| 1.3 | Elect Director Kelli Bernard | Management | For | For |
| 1.4 | Elect Director Gerald Chizever | Management | For | For |
| 1.5 | Elect Director James B. Hawkins | Management | For | Withhold |
| 1.6 | Elect Director Meyer Luskin | Management | For | Withhold |
| 2 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| PAGERDUTY, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: PD
SECURITY ID: 69553P100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sameer Dholakia | Management | For | For |
| 1.2 | Elect Director William Losch | Management | For | For |
| 1.3 | Elect Director Jennifer Tejada | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PALANTIR TECHNOLOGIES, INC.
MEETING DATE: DEC 22, 2022 |
||||
|
TICKER: PLTR
SECURITY ID: 69608A108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Certificate of Incorporation | Management | For | For |
| PALANTIR TECHNOLOGIES, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: PLTR
SECURITY ID: 69608A108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander Karp | Management | For | For |
| 1.2 | Elect Director Stephen Cohen | Management | For | For |
| 1.3 | Elect Director Peter Thiel | Management | For | Withhold |
| 1.4 | Elect Director Alexander Moore | Management | For | For |
| 1.5 | Elect Director Alexandra Schiff | Management | For | For |
| 1.6 | Elect Director Lauren Friedman Stat | Management | For | For |
| 1.7 | Elect Director Eric Woersching | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PALO ALTO NETWORKS, INC.
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: PANW
SECURITY ID: 697435105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Helene D. Gayle | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | 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 |
| PAR TECHNOLOGY CORPORATION
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: PAR
SECURITY ID: 698884103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith E. Pascal | Management | For | For |
| 1b | Elect Director Douglas G. Rauch | Management | For | For |
| 1c | Elect Director Cynthia A. Russo | Management | For | For |
| 1d | Elect Director Narinder Singh | Management | For | For |
| 1e | Elect Director Savneet Singh | Management | For | For |
| 1f | Elect Director James C. Stoffel | 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 |
| PAYCHEX, INC.
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: PAYX
SECURITY ID: 704326107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PAYCOM SOFTWARE, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: PAYC
SECURITY ID: 70432V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharen J. Turney | Management | For | For |
| 1.2 | Elect Director J.C. Watts, Jr. | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| PAYCOR HCM, INC.
MEETING DATE: OCT 26, 2022 |
||||
|
TICKER: PYCR
SECURITY ID: 70435P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Whitney (Whit) Bouck | Management | For | For |
| 1.2 | Elect Director Scott Miller | Management | For | For |
| 1.3 | Elect Director Jason Wright | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PAYLOCITY HOLDING CORPORATION
MEETING DATE: DEC 01, 2022 |
||||
|
TICKER: PCTY
SECURITY ID: 70438V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven R. Beauchamp | Management | For | For |
| 1.2 | Elect Director Virginia G. Breen | Management | For | For |
| 1.3 | Elect Director Robin L. Pederson | Management | For | For |
| 1.4 | Elect Director Andres D. Reiner | Management | For | For |
| 1.5 | Elect Director Kenneth B. Robinson | Management | For | For |
| 1.6 | Elect Director Ronald V. Waters, III | Management | For | For |
| 1.7 | Elect Director Toby J. 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 |
| PAYMENTUS HOLDINGS, INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: PAY
SECURITY ID: 70439P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jody Davids | Management | For | For |
| 1.2 | Elect Director Adam Malinowski | Management | For | For |
| 1.3 | Elect Director Gary Trainor | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| PAYONEER GLOBAL INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: PAYO
SECURITY ID: 70451X104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Caplan | Management | For | For |
| 1.2 | Elect Director Amir Goldman | Management | For | For |
| 1.3 | Elect Director Susanna Morgan | Management | For | For |
| 1.4 | Elect Director Rich Williams | Management | For | For |
| 2 | Ratify Kesselman & Kesselman 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 |
| PAYPAL HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PYPL
SECURITY ID: 70450Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PC CONNECTION, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CNXN
SECURITY ID: 69318J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia Gallup | Management | For | For |
| 1.2 | Elect Director David Beffa-Negrini | Management | For | For |
| 1.3 | Elect Director Jay Bothwick | Management | For | For |
| 1.4 | Elect Director Barbara Duckett | Management | For | For |
| 1.5 | Elect Director Jack Ferguson | Management | For | For |
| 1.6 | Elect Director Gary Kinyon | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PDF SOLUTIONS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: PDFS
SECURITY ID: 693282105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph R. Bronson | Management | For | For |
| 1.2 | Elect Director Ye Jane Li | Management | For | For |
| 2 | Ratify BPM LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PEGASYSTEMS INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: PEGA
SECURITY ID: 705573103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Trefler | Management | For | For |
| 1.2 | Elect Director Peter Gyenes | Management | For | For |
| 1.3 | Elect Director Richard Jones | Management | For | Against |
| 1.4 | Elect Director Christopher Lafond | Management | For | For |
| 1.5 | Elect Director Dianne Ledingham | Management | For | For |
| 1.6 | Elect Director Sharon Rowlands | Management | For | For |
| 1.7 | Elect Director Larry Weber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PERFICIENT, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: PRFT
SECURITY ID: 71375U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Romil Bahl | Management | For | For |
| 1b | Elect Director Jeffrey S. Davis | Management | For | For |
| 1c | Elect Director Ralph C. Derrickson | Management | For | For |
| 1d | Elect Director Jill A. Jones | Management | For | For |
| 1e | Elect Director David S. Lundeen | Management | For | For |
| 1f | Elect Director Brian L. Matthews | Management | For | For |
| 1g | Elect Director Nancy C. Pechloff | Management | For | For |
| 1h | Elect Director Gary M. Wimberly | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| PHOTRONICS, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: PLAB
SECURITY ID: 719405102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Walter M. Fiederowicz | Management | For | For |
| 1.2 | Elect Director Frank Lee | Management | For | For |
| 1.3 | Elect Director Adam Lewis | Management | For | For |
| 1.4 | Elect Director Daniel Liao | Management | For | For |
| 1.5 | Elect Director Constantine S. Macricostas | Management | For | For |
| 1.6 | Elect Director George Macricostas | Management | For | For |
| 1.7 | Elect Director Mary Paladino | Management | For | For |
| 1.8 | Elect Director Mitchell G. Tyson | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PING IDENTITY HOLDING CORP.
MEETING DATE: OCT 17, 2022 |
||||
|
TICKER: PING
SECURITY ID: 72341T103
|
||||
| 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 |
| PLANTRONICS, INC.
MEETING DATE: AUG 22, 2022 |
||||
|
TICKER: POLY
SECURITY ID: 727493108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy Crusco | Management | For | For |
| 1.2 | Elect Director Brian Dexheimer | Management | For | For |
| 1.3 | Elect Director Robert Hagerty | Management | For | For |
| 1.4 | Elect Director Gregg Hammann | Management | For | For |
| 1.5 | Elect Director Guido Jouret | Management | For | For |
| 1.6 | Elect Director Talvis Love | Management | For | For |
| 1.7 | Elect Director Marshall Mohr | Management | For | For |
| 1.8 | Elect Director Daniel Moloney | Management | For | For |
| 1.9 | Elect Director David M. Shull | Management | For | For |
| 1.10 | Elect Director Marv Tseu | Management | For | For |
| 1.11 | Elect Director Yael Zheng | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PLEXUS CORP.
MEETING DATE: FEB 15, 2023 |
||||
|
TICKER: PLXS
SECURITY ID: 729132100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joann M. Eisenhart | Management | For | For |
| 1.2 | Elect Director Dean A. Foate | Management | For | For |
| 1.3 | Elect Director Rainer Jueckstock | Management | For | For |
| 1.4 | Elect Director Peter Kelly | Management | For | For |
| 1.5 | Elect Director Todd P. Kelsey | Management | For | For |
| 1.6 | Elect Director Randy J. Martinez | Management | For | For |
| 1.7 | Elect Director Joel Quadracci | Management | For | For |
| 1.8 | Elect Director Karen M. Rapp | Management | For | For |
| 1.9 | Elect Director Paul A. Rooke | Management | For | For |
| 1.10 | Elect Director Michael V. Schrock | Management | For | For |
| 1.11 | Elect Director Jennifer Wuamett | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| POWER INTEGRATIONS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: POWI
SECURITY ID: 739276103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wendy Arienzo | Management | For | For |
| 1.2 | Elect Director Balu Balakrishnan | Management | For | For |
| 1.3 | Elect Director Nicholas E. Brathwaite | Management | For | For |
| 1.4 | Elect Director Anita Ganti | Management | For | For |
| 1.5 | Elect Director Nancy Gioia | Management | For | For |
| 1.6 | Elect Director Balakrishnan S. Iyer | Management | For | For |
| 1.7 | Elect Director Ravi Vig | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| POWERSCHOOL HOLDINGS, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PWSC
SECURITY ID: 73939C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Armstrong | Management | For | For |
| 1.2 | Elect Director Hardeep Gulati | Management | For | For |
| 1.3 | Elect Director Betty Hung | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PROCORE TECHNOLOGIES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: PCOR
SECURITY ID: 74275K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Craig F. Courtemanche, Jr. | Management | For | For |
| 1.2 | Elect Director Kathryn A. Bueker | Management | For | For |
| 1.3 | Elect Director Nanci E. Caldwell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROGRESS SOFTWARE CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: PRGS
SECURITY ID: 743312100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul T. Dacier | Management | For | For |
| 1.2 | Elect Director John R. Egan | Management | For | For |
| 1.3 | Elect Director Rainer Gawlick | Management | For | For |
| 1.4 | Elect Director Yogesh Gupta | Management | For | For |
| 1.5 | Elect Director Charles F. Kane | Management | For | For |
| 1.6 | Elect Director Samskriti (Sam) Y. King | Management | For | For |
| 1.7 | Elect Director David A. Krall | Management | For | For |
| 1.8 | Elect Director Angela T. Tucci | Management | For | For |
| 1.9 | Elect Director Vivian Vitale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PROS HOLDINGS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: PRO
SECURITY ID: 74346Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Greg B. Petersen | Management | For | For |
| 1.2 | Elect Director Timothy V. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PTC INC.
MEETING DATE: FEB 16, 2023 |
||||
|
TICKER: PTC
SECURITY ID: 69370C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Benjamin | Management | For | For |
| 1.2 | Elect Director Janice Chaffin | Management | For | For |
| 1.3 | Elect Director Amar Hanspal | Management | For | For |
| 1.4 | Elect Director James Heppelmann | Management | For | For |
| 1.5 | Elect Director Michal Katz | Management | For | For |
| 1.6 | Elect Director Paul Lacy | Management | For | For |
| 1.7 | Elect Director Corinna Lathan | Management | For | For |
| 1.8 | Elect Director Blake Moret | Management | For | For |
| 1.9 | Elect Director Robert Schechter | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PURE STORAGE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: PSTG
SECURITY ID: 74624M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Brown | Management | For | For |
| 1.2 | Elect Director John "Coz" Colgrove | Management | For | For |
| 1.3 | Elect Director Roxanne Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| Q2 HOLDINGS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: QTWO
SECURITY ID: 74736L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Lynn Atchison | Management | For | For |
| 1.2 | Elect Director Jeffrey T. Diehl | Management | For | For |
| 1.3 | Elect Director Matthew P. Flake | Management | For | For |
| 1.4 | Elect Director Stephen C. Hooley | Management | For | For |
| 1.5 | Elect Director James R. Offerdahl | Management | For | For |
| 1.6 | Elect Director R. H. Seale, III | Management | For | For |
| 1.7 | Elect Director Margaret L. Taylor | Management | For | For |
| 1.8 | Elect Director Lynn Antipas Tyson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| QORVO, INC.
MEETING DATE: AUG 09, 2022 |
||||
|
TICKER: QRVO
SECURITY ID: 74736K101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph G. Quinsey | Management | For | For |
| 1.2 | Elect Director Robert A. Bruggeworth | Management | For | For |
| 1.3 | Elect Director Judy Bruner | Management | For | For |
| 1.4 | Elect Director Jeffery R. Gardner | Management | For | For |
| 1.5 | Elect Director John R. Harding | Management | For | For |
| 1.6 | Elect Director David H. Y. Ho | Management | For | For |
| 1.7 | Elect Director Roderick D. Nelson | Management | For | For |
| 1.8 | Elect Director Walden C. Rhines | Management | For | For |
| 1.9 | Elect Director Susan L. Spradley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| QUALCOMM INCORPORATED
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: QCOM
SECURITY ID: 747525103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUALYS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: QLYS
SECURITY ID: 74758T303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wendy M. Pfeiffer | Management | For | For |
| 1.2 | Elect Director John Zangardi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RACKSPACE TECHNOLOGY, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: RXT
SECURITY ID: 750102105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David Sambur | Management | For | Withhold |
| 1b | Elect Director Amar Maletira | Management | For | For |
| 1c | Elect Director Shashank Samant | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAMBUS INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: RMBS
SECURITY ID: 750917106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emiko Higashi | Management | For | For |
| 1b | Elect Director Steven Laub | Management | For | For |
| 1c | Elect Director Eric Stang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| RAPID7, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: RPD
SECURITY ID: 753422104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Berry | Management | For | For |
| 1.2 | Elect Director Marc Brown | Management | For | For |
| 1.3 | Elect Director Judy Bruner | Management | For | For |
| 1.4 | Elect Director Benjamin Holzman | Management | For | For |
| 1.5 | Elect Director Christina Kosmowski | Management | For | For |
| 1.6 | Elect Director J. Benjamin Nye | Management | For | For |
| 1.7 | Elect Director Tom Schodorf | Management | For | For |
| 1.8 | Elect Director Reeny Sondhi | Management | For | For |
| 1.9 | Elect Director Corey Thomas | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REMITLY GLOBAL, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: RELY
SECURITY ID: 75960P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bora Chung | Management | For | For |
| 1.2 | Elect Director Laurent Le Moal | Management | For | For |
| 1.3 | Elect Director Nigel Morris | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| REPAY HOLDINGS CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: RPAY
SECURITY ID: 76029L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shaler Alias | Management | For | For |
| 1.2 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.3 | Elect Director Paul R. Garcia | Management | For | For |
| 1.4 | Elect Director William Jacobs | Management | For | For |
| 1.5 | Elect Director Peter "Pete" J. Kight | Management | For | For |
| 1.6 | Elect Director John Morris | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| RIMINI STREET, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: RMNI
SECURITY ID: 76674Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Seth A. Ravin | Management | For | For |
| 1.2 | Elect Director Steven Capelli | Management | For | Withhold |
| 1.3 | Elect Director Jay Snyder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| RINGCENTRAL, INC.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: RNG
SECURITY ID: 76680R206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vladimir Shmunis | Management | For | For |
| 1.2 | Elect Director Kenneth Goldman | Management | For | For |
| 1.3 | Elect Director Michelle McKenna | Management | For | Withhold |
| 1.4 | Elect Director Robert Theis | Management | For | Withhold |
| 1.5 | Elect Director Allan Thygesen | Management | For | Withhold |
| 1.6 | Elect Director Neil Williams | Management | For | For |
| 1.7 | Elect Director Mignon Clyburn | Management | For | For |
| 1.8 | Elect Director Arne Duncan | Management | For | For |
| 1.9 | Elect Director Tarek Robbiati | Management | For | For |
| 1.10 | Elect Director Sridhar Srinivasan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| RIOT BLOCKCHAIN, INC.
MEETING DATE: JUL 27, 2022 |
||||
|
TICKER: RIOT
SECURITY ID: 767292105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hubert Marleau | Management | For | For |
| 2 | Ratify Marcum LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| RIOT BLOCKCHAIN, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: RIOT
SECURITY ID: 767292105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| RIOT PLATFORMS, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: RIOT
SECURITY ID: 767292105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hannah Cho | Management | For | For |
| 1b | Elect Director Lance D'Ambrosio | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ROCKLEY PHOTONICS HOLDINGS LIMITED
MEETING DATE: DEC 27, 2022 |
||||
|
TICKER: RKLY
SECURITY ID: G7614L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Conversion of Securities | Management | For | For |
| 2 | Approve Reverse Stock Split | Management | For | For |
| ROGERS CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ROG
SECURITY ID: 775133101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith L. Barnes | Management | For | For |
| 1.2 | Elect Director Larry L. Berger | Management | For | For |
| 1.3 | Elect Director Megan Faust | Management | For | For |
| 1.4 | Elect Director R. Colin Gouveia | Management | For | For |
| 1.5 | Elect Director Armand F. Lauzon, Jr. | Management | For | For |
| 1.6 | Elect Director Ganesh Moorthy | Management | For | For |
| 1.7 | Elect Director Jeffrey J. Owens | Management | For | For |
| 1.8 | Elect Director Anne K. Roby | Management | For | For |
| 1.9 | Elect Director Peter C. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ROPER TECHNOLOGIES, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: ROP
SECURITY ID: 776696106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye L. Archambeau | Management | For | For |
| 1.2 | Elect Director Amy Woods Brinkley | Management | For | For |
| 1.3 | Elect Director Irene M. Esteves | Management | For | For |
| 1.4 | Elect Director L. Neil Hunn | Management | For | For |
| 1.5 | Elect Director Robert D. Johnson | Management | For | For |
| 1.6 | Elect Director Thomas P. Joyce, Jr. | Management | For | For |
| 1.7 | Elect Director Laura G. Thatcher | Management | For | For |
| 1.8 | Elect Director Richard F. Wallman | Management | For | For |
| 1.9 | Elect Director Christopher Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| SABRE CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SABR
SECURITY ID: 78573M104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George Bravante, Jr. | Management | For | For |
| 1.2 | Elect Director Herve Couturier | Management | For | For |
| 1.3 | Elect Director Kurt Ekert | Management | For | For |
| 1.4 | Elect Director Rachel Gonzalez | Management | For | For |
| 1.5 | Elect Director Gail Mandel | Management | For | For |
| 1.6 | Elect Director Sean Menke | Management | For | For |
| 1.7 | Elect Director Phyllis Newhouse | Management | For | For |
| 1.8 | Elect Director Karl Peterson | Management | For | For |
| 1.9 | Elect Director Zane Rowe | Management | For | For |
| 1.10 | Elect Director Gregg Saretsky | Management | For | For |
| 1.11 | Elect Director John Scott | Management | For | For |
| 1.12 | Elect Director Wendi Sturgis | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SALESFORCE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CRM
SECURITY ID: 79466L302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SAMSARA INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: IOT
SECURITY ID: 79589L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sanjit Biswas | Management | For | For |
| 1.2 | Elect Director John Bicket | Management | For | For |
| 1.3 | Elect Director Marc Andreessen | Management | For | For |
| 1.4 | Elect Director Sue Bostrom | Management | For | For |
| 1.5 | Elect Director Jonathan Chadwick | Management | For | Withhold |
| 1.6 | Elect Director Ann Livermore | Management | For | For |
| 1.7 | Elect Director Hemant Taneja | Management | For | For |
| 1.8 | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SANMINA CORPORATION
MEETING DATE: MAR 13, 2023 |
||||
|
TICKER: SANM
SECURITY ID: 801056102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jure Sola | Management | For | For |
| 1b | Elect Director Eugene A. Delaney | Management | For | For |
| 1c | Elect Director John P. Goldsberry | Management | For | For |
| 1d | Elect Director David V. Hedley, III | Management | For | For |
| 1e | Elect Director Susan A. Johnson | Management | For | For |
| 1f | Elect Director Joseph G. Licata, Jr. | Management | For | For |
| 1g | Elect Director Krish Prabhu | Management | For | For |
| 1h | Elect Director Mario M. Rosati | 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 |
| SCANSOURCE, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: SCSC
SECURITY ID: 806037107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Baur | Management | For | For |
| 1b | Elect Director Peter C. Browning | Management | For | For |
| 1c | Elect Director Frank E. Emory, Jr. | Management | For | For |
| 1d | Elect Director Charles A. Mathis | Management | For | For |
| 1e | Elect Director Dorothy F. Ramoneda | Management | For | For |
| 1f | Elect Director Jeffrey R. Rodek | Management | For | For |
| 1g | Elect Director Elizabeth O. Temple | Management | For | For |
| 1h | Elect Director Charles R. Whitchurch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| SEAGATE TECHNOLOGY HOLDINGS PLC
MEETING DATE: OCT 24, 2022 |
||||
|
TICKER: STX
SECURITY ID: G7997R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shankar Arumugavelu | Management | For | For |
| 1b | Elect Director Prat S. Bhatt | Management | For | For |
| 1c | Elect Director Judy Bruner | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Richard L. Clemmer | Management | For | For |
| 1f | Elect Director Yolanda L. Conyers | Management | For | For |
| 1g | Elect Director Jay L. Geldmacher | Management | For | For |
| 1h | Elect Director Dylan Haggart | Management | For | For |
| 1i | Elect Director William D. Mosley | Management | For | For |
| 1j | Elect Director Stephanie Tilenius | Management | For | For |
| 1k | Elect Director Edward J. Zander | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| SEMRUSH HOLDINGS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SEMR
SECURITY ID: 81686C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven Aldrich | Management | For | For |
| 1.2 | Elect Director Dylan Pearce | Management | For | For |
| 1.3 | Elect Director William (Bill) R. Wagner | Management | For | For |
| 1.4 | Elect Director Trynka Shineman Blake | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SEMTECH CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SMTC
SECURITY ID: 816850101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Martin S.J. Burvill | Management | For | For |
| 1.2 | Elect Director Rodolpho C. Cardenuto | Management | For | For |
| 1.3 | Elect Director Gregory M. Fischer | Management | For | For |
| 1.4 | Elect Director Saar Gillai | Management | For | For |
| 1.5 | Elect Director Rockell N. Hankin | Management | For | For |
| 1.6 | Elect Director Ye Jane Li | Management | For | For |
| 1.7 | Elect Director Paula LuPriore | Management | For | For |
| 1.8 | Elect Director Mohan R. Maheswaran | Management | For | For |
| 1.9 | Elect Director Sylvia Summers | Management | For | For |
| 1.10 | Elect Director Paul V. Walsh, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SENTINELONE, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: S
SECURITY ID: 81730H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SERVICENOW, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NOW
SECURITY ID: 81762P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Bostrom | Management | For | For |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | Against |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | For |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | Management | For | For |
| SHIFT4 PAYMENTS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: FOUR
SECURITY ID: 82452J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sam Bakhshandehpour | Management | For | For |
| 1.2 | Elect Director Jonathan Halkyard | Management | For | Withhold |
| 1.3 | Elect Director Donald Isaacman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SILICON LABORATORIES INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: SLAB
SECURITY ID: 826919102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Navdeep S. Sooch | Management | For | For |
| 1.2 | Elect Director Robert J. Conrad | Management | For | For |
| 1.3 | Elect Director Nina Richardson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SITIME CORPORATION
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SITM
SECURITY ID: 82982T106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Torsten G. Kreindl | Management | For | Withhold |
| 1.2 | Elect Director Akira Takata | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| SKYWORKS SOLUTIONS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SWKS
SECURITY ID: 83088M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan S. Batey | Management | For | For |
| 1b | Elect Director Kevin L. Beebe | Management | For | For |
| 1c | Elect Director Liam K. Griffin | Management | For | For |
| 1d | Elect Director Eric J. Guerin | Management | For | For |
| 1e | Elect Director Christine King | Management | For | For |
| 1f | Elect Director Suzanne E. McBride | Management | For | For |
| 1g | Elect Director David P. McGlade | Management | For | For |
| 1h | Elect Director Robert A. Schriesheim | Management | For | For |
| 1i | Elect Director Maryann Turcke | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| SMART GLOBAL HOLDINGS, INC.
MEETING DATE: FEB 10, 2023 |
||||
|
TICKER: SGH
SECURITY ID: G8232Y101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Adams | Management | For | For |
| 1b | Elect Director Bryan Ingram | Management | For | For |
| 1c | Elect Director Mark Papermaster | 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 |
| SMARTRENT, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: SMRT
SECURITY ID: 83193G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert Best | Management | For | Against |
| 1b | Elect Director Bruce Strohm | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SMARTSHEET INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: SMAR
SECURITY ID: 83200N103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Geoffrey T. Barker | Management | For | For |
| 1.2 | Elect Director Matthew McIlwain | Management | For | For |
| 1.3 | Elect Director James N. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SNOWFLAKE INC.
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: SNOW
SECURITY ID: 833445109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Kramer | Management | For | For |
| 1b | Elect Director Frank Slootman | Management | For | For |
| 1c | Elect Director Michael L. Speiser | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SOLAREDGE TECHNOLOGIES, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SEDG
SECURITY ID: 83417M104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marcel Gani | Management | For | For |
| 1b | Elect Director Tal Payne | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| SOLARWINDS CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SWI
SECURITY ID: 83417Q204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine R. Kinney | Management | For | For |
| 1.2 | Elect Director Easwaran Sundaram | Management | For | For |
| 1.3 | Elect Director Michael Widmann | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SOUNDTHINKING, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: SSTI
SECURITY ID: 82536T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph A. Clark | Management | For | For |
| 1.2 | Elect Director Marc Morial | Management | For | For |
| 1.3 | Elect Director Ruby Sharma | 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 Baker Tilly US, LLP as Auditors | Management | For | For |
| SPLUNK INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: SPLK
SECURITY ID: 848637104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patricia Morrison | Management | For | For |
| 1b | Elect Director David Tunnell | Management | For | For |
| 1c | Elect Director Dennis L. Via | Management | For | For |
| 1d | Elect Director Luis Visoso | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| SPRINKLR, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CXM
SECURITY ID: 85208T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neeraj Agrawal | Management | For | For |
| 1b | Elect Director Edwin Gillis | Management | For | For |
| 1c | Elect Director Yvette Kanouff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SPROUT SOCIAL, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: SPT
SECURITY ID: 85209W109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Barris | Management | For | Withhold |
| 1b | Elect Director Raina Moskowitz | Management | For | For |
| 1c | Elect Director Karen Walker | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SPS COMMERCE, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: SPSC
SECURITY ID: 78463M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Archie Black | Management | For | For |
| 1b | Elect Director James Ramsey | Management | For | For |
| 1c | Elect Director Marty Reaume | Management | For | For |
| 1d | Elect Director Tami Reller | Management | For | For |
| 1e | Elect Director Philip Soran | Management | For | For |
| 1f | Elect Director Anne Sempowski Ward | Management | For | For |
| 1g | Elect Director Sven Wehrwein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SQUARESPACE, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: SQSP
SECURITY ID: 85225A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony Casalena | Management | For | For |
| 1.2 | Elect Director Andrew Braccia | Management | For | For |
| 1.3 | Elect Director Michael Fleisher | Management | For | For |
| 1.4 | Elect Director Jonathan Klein | Management | For | Withhold |
| 1.5 | Elect Director Liza Landsman | Management | For | For |
| 1.6 | Elect Director Anton Levy | Management | For | For |
| 1.7 | Elect Director Neela Montgomery | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SS&C TECHNOLOGIES HOLDINGS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SSNC
SECURITY ID: 78467J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Normand A. Boulanger | Management | For | For |
| 1b | Elect Director David A. Varsano | Management | For | For |
| 1c | Elect Director Michael J. Zamkow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| SUMO LOGIC, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SUMO
SECURITY ID: 86646P103
|
||||
| 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 |
| SUPER MICRO COMPUTER, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: SMCI
SECURITY ID: 86800U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles Liang | Management | For | For |
| 1b | Elect Director Sherman Tuan | Management | For | Withhold |
| 1c | Elect Director Tally Liu | 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 |
| SWITCH, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: SWCH
SECURITY ID: 87105L104
|
||||
| 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 |
| SYNAPTICS INCORPORATED
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: SYNA
SECURITY ID: 87157D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael E. Hurlston | Management | For | For |
| 1b | Elect Director Patricia Kummrow | Management | For | For |
| 1c | Elect Director Vivie "YY" Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| SYNOPSYS, INC.
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: SNPS
SECURITY ID: 871607107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aart J. de Geus | Management | For | For |
| 1b | Elect Director Luis Borgen | Management | For | For |
| 1c | Elect Director Marc N. Casper | Management | For | For |
| 1d | Elect Director Janice D. Chaffin | Management | For | For |
| 1e | Elect Director Bruce R. Chizen | Management | For | For |
| 1f | Elect Director Mercedes Johnson | Management | For | For |
| 1g | Elect Director Jeannine P. Sargent | Management | For | For |
| 1h | Elect Director John G. Schwarz | Management | For | For |
| 1i | Elect Director Roy Vallee | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| TASKUS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TASK
SECURITY ID: 87652V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jaspar Weir | Management | For | For |
| 1.2 | Elect Director Amit Dixit | Management | For | For |
| 1.3 | Elect Director Michelle Gonzalez | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| TD SYNNEX CORPORATION
MEETING DATE: MAR 21, 2023 |
||||
|
TICKER: SNX
SECURITY ID: 87162W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis Polk | Management | For | For |
| 1.2 | Elect Director Robert Kalsow-Ramos | Management | For | For |
| 1.3 | Elect Director Ann Vezina | Management | For | For |
| 1.4 | Elect Director Richard Hume | Management | For | For |
| 1.5 | Elect Director Fred Breidenbach | Management | For | For |
| 1.6 | Elect Director Hau Lee | Management | For | For |
| 1.7 | Elect Director Matthew Miau | Management | For | For |
| 1.8 | Elect Director Nayaki Nayyar | Management | For | For |
| 1.9 | Elect Director Matthew Nord | Management | For | For |
| 1.10 | Elect Director Merline Saintil | Management | For | For |
| 1.11 | Elect Director Duane E. Zitzner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| TE CONNECTIVITY LTD.
MEETING DATE: MAR 15, 2023 |
||||
|
TICKER: TEL
SECURITY ID: H84989104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean-Pierre Clamadieu | Management | For | For |
| 1b | Elect Director Terrence R. Curtin | Management | For | For |
| 1c | Elect Director Carol A. (John) Davidson | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director William A. Jeffrey | Management | For | For |
| 1f | Elect Director Syaru Shirley Lin | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Heath A. Mitts | Management | For | For |
| 1i | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1j | Elect Director Mark C. Trudeau | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 1l | Elect Director Laura H. Wright | Management | For | For |
| 2 | Elect Board Chairman Thomas J. Lynch | Management | For | For |
| 3a | Elect Abhijit Y. Talwalkar as Member of Management Development and Compensation Committee | Management | For | For |
| 3b | Elect Mark C. Trudeau as Member of Management Development and Compensation Committee | Management | For | For |
| 3c | Elect Dawn C. Willoughby as Member of Management Development and Compensation Committee | Management | For | For |
| 4 | Designate Rene Schwarzenbach as Independent Proxy | Management | For | For |
| 5.1 | Accept Annual Report for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.2 | Accept Statutory Financial Statements for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.3 | Approve Consolidated Financial Statements for Fiscal Year Ended September 30, 2022 | 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 2023 | Management | For | For |
| 7.2 | Ratify Deloitte AG as Swiss Registered Auditors | Management | For | For |
| 7.3 | Ratify PricewaterhouseCoopers AG as Special Auditors | Management | For | For |
| 8 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 9 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 10 | Approve Remuneration Report | Management | For | For |
| 11 | Approve Remuneration of Executive Management in the Amount of USD 53.5 Million | Management | For | For |
| 12 | Approve Remuneration of Board of Directors in the Amount of USD 4.1 Million | Management | For | For |
| 13 | Approve Allocation of Available Earnings at September 30, 2022 | Management | For | For |
| 14 | Approve Declaration of Dividend | Management | For | For |
| 15 | Authorize Share Repurchase Program | Management | For | For |
| 16 | Approve Reduction in Share Capital via Cancelation of Shares | Management | For | For |
| 17 | Amend Articles to Reflect Changes in Capital | Management | For | For |
| TELEDYNE TECHNOLOGIES INCORPORATED
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: TDY
SECURITY ID: 879360105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth C. Dahlberg | Management | For | For |
| 1.2 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.3 | Elect Director Robert A. Malone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TELOS CORPORATION
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: TLS
SECURITY ID: 87969B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John B. Wood | Management | For | For |
| 1.2 | Elect Director David Borland | Management | For | Withhold |
| 1.3 | Elect Director John W. Maluda | Management | For | For |
| 1.4 | Elect Director Bonnie L. Carroll | Management | For | For |
| 1.5 | Elect Director Derrick D. Dockery | Management | For | For |
| 1.6 | Elect Director Bradley W. Jacobs | Management | For | For |
| 1.7 | Elect Director Fredrick D. Schaufeld | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| TENABLE HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TENB
SECURITY ID: 88025T102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Huffard, Jr. | Management | For | For |
| 1.2 | Elect Director A. Brooke Seawell | Management | For | For |
| 1.3 | Elect Director Raymond Vicks, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TERADATA CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TDC
SECURITY ID: 88076W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel R. Fishback | Management | For | For |
| 1b | Elect Director Stephen McMillan | Management | For | For |
| 1c | Elect Director Kimberly K. Nelson | Management | For | For |
| 1d | Elect Director Todd E. McElhatton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TERADYNE, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: TER
SECURITY ID: 880770102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy E. Guertin | Management | For | For |
| 1b | Elect Director Peter Herweck | Management | For | For |
| 1c | Elect Director Mercedes Johnson | Management | For | For |
| 1d | Elect Director Ernest E. Maddock | Management | For | For |
| 1e | Elect Director Marilyn Matz | Management | For | For |
| 1f | Elect Director Gregory S. Smith | Management | For | For |
| 1g | Elect Director Ford Tamer | Management | For | For |
| 1h | Elect Director Paul J. Tufano | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TEXAS INSTRUMENTS INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TXN
SECURITY ID: 882508104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Against | Against |
| THE HACKETT GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: HCKT
SECURITY ID: 404609109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director John R. Harris | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| THE WESTERN UNION COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WU
SECURITY ID: 959802109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin I. Cole | Management | For | For |
| 1b | Elect Director Betsy D. Holden | Management | For | For |
| 1c | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1d | Elect Director Devin B. McGranahan | Management | For | For |
| 1e | Elect Director Michael A. Miles, Jr. | Management | For | For |
| 1f | Elect Director Timothy P. Murphy | Management | For | For |
| 1g | Elect Director Jan Siegmund | Management | For | For |
| 1h | Elect Director Angela A. Sun | Management | For | For |
| 1i | Elect Director Solomon D. Trujillo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| TOAST, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: TOST
SECURITY ID: 888787108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kent Bennett | Management | For | For |
| 1b | Elect Director Susan E. Chapman-Hughes | Management | For | For |
| 1c | Elect Director Mark Hawkins | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRIMBLE INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: TRMB
SECURITY ID: 896239100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Dalton | Management | For | For |
| 1.2 | Elect Director Borje Ekholm | Management | For | For |
| 1.3 | Elect Director Ann Fandozzi | Management | For | For |
| 1.4 | Elect Director Kaigham (Ken) Gabriel | Management | For | For |
| 1.5 | Elect Director Meaghan Lloyd | Management | For | For |
| 1.6 | Elect Director Sandra MacQuillan | Management | For | For |
| 1.7 | Elect Director Robert G. Painter | Management | For | For |
| 1.8 | Elect Director Mark S. Peek | Management | For | For |
| 1.9 | Elect Director Thomas Sweet | Management | For | For |
| 1.10 | Elect Director Johan Wibergh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TTEC HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TTEC
SECURITY ID: 89854H102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth D. Tuchman | Management | For | For |
| 1b | Elect Director Steven J. Anenen | Management | For | For |
| 1c | Elect Director Tracy L. Bahl | Management | For | For |
| 1d | Elect Director Gregory A. Conley | Management | For | For |
| 1e | Elect Director Robert N. Frerichs | Management | For | For |
| 1f | Elect Director Marc L. Holtzman | Management | For | For |
| 1g | Elect Director Gina L. Loften | Management | For | For |
| 1h | Elect Director Ekta Singh-Bushell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TTM TECHNOLOGIES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: TTMI
SECURITY ID: 87305R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenton K. Alder | Management | For | For |
| 1.2 | Elect Director Julie S. England | Management | For | For |
| 1.3 | Elect Director Philip G. Franklin | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| TUCOWS INC.
MEETING DATE: SEP 08, 2022 |
||||
|
TICKER: TCX
SECURITY ID: 898697206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Allen Karp | Management | For | For |
| 1.2 | Elect Director Marlene Carl | Management | For | For |
| 1.3 | Elect Director Jeffrey Schwartz | Management | For | For |
| 1.4 | Elect Director Erez Gissin | Management | For | For |
| 1.5 | Elect Director Robin Chase | Management | For | For |
| 1.6 | Elect Director Elliot Noss | Management | For | For |
| 1.7 | Elect Director Brad Burnham | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| TWILIO INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: TWLO
SECURITY ID: 90138F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Bell | Management | For | For |
| 1.2 | Elect Director Jeffrey Immelt | Management | For | Withhold |
| 1.3 | Elect Director Erika Rottenberg | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| TYLER TECHNOLOGIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TYL
SECURITY ID: 902252105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn A. Carter | Management | For | For |
| 1.2 | Elect Director Brenda A. Cline | Management | For | For |
| 1.3 | Elect Director Ronnie D. Hawkins, Jr. | Management | For | For |
| 1.4 | Elect Director Mary L. Landrieu | Management | For | For |
| 1.5 | Elect Director John S. Marr, Jr. | Management | For | For |
| 1.6 | Elect Director H. Lynn Moore, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel M. Pope | Management | For | For |
| 1.8 | Elect Director Dustin R. Womble | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ULTRA CLEAN HOLDINGS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: UCTT
SECURITY ID: 90385V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Clarence L. Granger | Management | For | For |
| 1b | Elect Director James P. Scholhamer | Management | For | For |
| 1c | Elect Director David T. ibnAle | Management | For | For |
| 1d | Elect Director Emily M. Liggett | Management | For | For |
| 1e | Elect Director Thomas T. Edman | Management | For | For |
| 1f | Elect Director Barbara V. Scherer | Management | For | For |
| 1g | Elect Director Ernest E. Maddock | Management | For | For |
| 1h | Elect Director Jacqueline A. Seto | Management | For | For |
| 2 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| UNISYS CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: UIS
SECURITY ID: 909214306
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A. Altabef | Management | For | For |
| 1b | Elect Director Nathaniel A. Davis | Management | For | For |
| 1c | Elect Director Matthew J. Desch | Management | For | For |
| 1d | Elect Director Philippe Germond | Management | For | For |
| 1e | Elect Director Deborah Lee James | Management | For | For |
| 1f | Elect Director John A. Kritzmacher | Management | For | For |
| 1g | Elect Director Paul E. Martin | Management | For | For |
| 1h | Elect Director Regina Paolillo | Management | For | For |
| 1i | Elect Director Troy K. Richardson | Management | For | For |
| 1j | Elect Director Lee D. Roberts | Management | For | For |
| 1k | Elect Director Roxanne Taylor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| UNITY SOFTWARE INC.
MEETING DATE: OCT 07, 2022 |
||||
|
TICKER: U
SECURITY ID: 91332U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| UNITY SOFTWARE INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: U
SECURITY ID: 91332U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tomer Bar-Zeev | Management | For | For |
| 1.2 | Elect Director Mary Schmidt Campbell | Management | For | For |
| 1.3 | Elect Director Keisha Smith-Jeremie | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| UNIVERSAL DISPLAY CORPORATION
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: OLED
SECURITY ID: 91347P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven V. Abramson | Management | For | For |
| 1b | Elect Director Cynthia J. Comparin | Management | For | For |
| 1c | Elect Director Richard C. Elias | Management | For | For |
| 1d | Elect Director Elizabeth H. Gemmill | Management | For | For |
| 1e | Elect Director C. Keith Hartley | Management | For | For |
| 1f | Elect Director Celia M. Joseph | Management | For | For |
| 1g | Elect Director Lawrence Lacerte | Management | For | For |
| 1h | Elect Director Sidney D. Rosenblatt | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| VARONIS SYSTEMS, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: VRNS
SECURITY ID: 922280102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yakov Faitelson | Management | For | For |
| 1.2 | Elect Director Thomas F. Mendoza | Management | For | For |
| 1.3 | Elect Director Avrohom J. Kess | Management | For | For |
| 1.4 | Elect Director Ohad Korkus | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Kost Forer Gabbay & Kasierer as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| VEECO INSTRUMENTS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: VECO
SECURITY ID: 922417100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathleen A. Bayless | Management | For | For |
| 1.2 | Elect Director Gordon Hunter | Management | For | For |
| 1.3 | Elect Director Lena Nicolaides | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| VERINT SYSTEMS INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: VRNT
SECURITY ID: 92343X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dan Bodner | Management | For | For |
| 1.2 | Elect Director Linda Crawford | Management | For | For |
| 1.3 | Elect Director John Egan | Management | For | For |
| 1.4 | Elect Director Reid French | Management | For | For |
| 1.5 | Elect Director Stephen Gold | Management | For | For |
| 1.6 | Elect Director William Kurtz | Management | For | For |
| 1.7 | Elect Director Andrew Miller | Management | For | For |
| 1.8 | Elect Director Richard Nottenburg | Management | For | For |
| 1.9 | Elect Director Kristen Robinson | Management | For | For |
| 1.10 | Elect Director Yvette Smith | Management | For | For |
| 1.11 | Elect Director Jason Wright | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| VERISIGN, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: VRSN
SECURITY ID: 92343E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. James Bidzos | Management | For | For |
| 1.2 | Elect Director Courtney D. Armstrong | Management | For | For |
| 1.3 | Elect Director Yehuda Ari Buchalter | Management | For | For |
| 1.4 | Elect Director Kathleen A. Cote | Management | For | For |
| 1.5 | Elect Director Thomas F. Frist, III | Management | For | For |
| 1.6 | Elect Director Jamie S. Gorelick | Management | For | For |
| 1.7 | Elect Director Roger H. Moore | Management | For | For |
| 1.8 | Elect Director Timothy Tomlinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VERRA MOBILITY CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: VRRM
SECURITY ID: 92511U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick Byrne | Management | For | For |
| 1.2 | Elect Director David Roberts | Management | For | For |
| 1.3 | Elect Director John Rexford | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VERTEX, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: VERX
SECURITY ID: 92538J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric Andersen | Management | For | For |
| 1.2 | Elect Director David DeStefano | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| VIASAT, INC.
MEETING DATE: SEP 01, 2022 |
||||
|
TICKER: VSAT
SECURITY ID: 92552V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard Baldridge | Management | For | For |
| 1b | Elect Director James Bridenstine | Management | For | For |
| 1c | Elect Director Sean Pak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| VIAVI SOLUTIONS INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: VIAV
SECURITY ID: 925550105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard E. Belluzzo | Management | For | For |
| 1.2 | Elect Director Keith Barnes | Management | For | For |
| 1.3 | Elect Director Laura Black | Management | For | For |
| 1.4 | Elect Director Tor Braham | Management | For | For |
| 1.5 | Elect Director Timothy Campos | Management | For | For |
| 1.6 | Elect Director Donald Colvin | Management | For | For |
| 1.7 | Elect Director Masood A. Jabbar | Management | For | For |
| 1.8 | Elect Director Oleg Khaykin | Management | For | For |
| 1.9 | Elect Director Joanne Solomon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VISHAY INTERTECHNOLOGY, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: VSH
SECURITY ID: 928298108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joel Smejkal | Management | For | For |
| 1.2 | Elect Director Michael J. Cody | Management | For | For |
| 1.3 | Elect Director Abraham Ludomirski | Management | For | For |
| 1.4 | Elect Director Raanan Zilberman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| VISHAY PRECISION GROUP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: VPG
SECURITY ID: 92835K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet M. Clarke | Management | For | For |
| 1.2 | Elect Director Wesley Cummins | Management | For | Withhold |
| 1.3 | Elect Director Sejal Shah Gulati | Management | For | For |
| 1.4 | Elect Director Bruce Lerner | Management | For | For |
| 1.5 | Elect Director Saul V. Reibstein | Management | For | For |
| 1.6 | Elect Director Ziv Shoshani | Management | For | For |
| 1.7 | Elect Director Timothy V. Talbert | Management | For | For |
| 1.8 | Elect Director Marc Zandman | Management | For | For |
| 2 | Ratify Brightman Almagor Zohar & Co. as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| VMWARE, INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: VMW
SECURITY ID: 928563402
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole Anasenes | Management | For | For |
| 1b | Elect Director Marianne Brown | Management | For | Against |
| 1c | Elect Director Paul Sagan | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VMWARE, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: VMW
SECURITY ID: 928563402
|
||||
| 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 |
| 4 | Amend Certificate of Incorporation to Eliminate Personal Liability of Directors | Management | For | For |
| VONTIER CORPORATION
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: VNT
SECURITY ID: 928881101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gloria R. Boyland | Management | For | For |
| 1b | Elect Director Christopher J. Klein | Management | For | For |
| 1c | Elect Director Maryrose Sylvester | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WESTERN DIGITAL CORPORATION
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: WDC
SECURITY ID: 958102105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly E. Alexy | Management | For | For |
| 1b | Elect Director Thomas H. Caulfield | Management | For | For |
| 1c | Elect Director Martin I. Cole | Management | For | Against |
| 1d | Elect Director Tunc Doluca | Management | For | Against |
| 1e | Elect Director David V. Goeckeler | Management | For | For |
| 1f | Elect Director Matthew E. Massengill | Management | For | For |
| 1g | Elect Director Stephanie A. Streeter | Management | For | Against |
| 1h | Elect Director Miyuki Suzuki | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| WEX INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: WEX
SECURITY ID: 96208T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Callahan | Management | For | For |
| 1.2 | Elect Director Shikhar Ghosh | Management | For | For |
| 1.3 | Elect Director James Groch | Management | For | For |
| 1.4 | Elect Director James (Jim) Neary | Management | For | For |
| 1.5 | Elect Director Melissa Smith | Management | For | For |
| 1.6 | Elect Director Stephen Smith | Management | For | For |
| 1.7 | Elect Director Susan Sobbott | Management | For | For |
| 1.8 | Elect Director Regina O. Sommer | 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 |
| WOLFSPEED, INC.
MEETING DATE: OCT 24, 2022 |
||||
|
TICKER: WOLF
SECURITY ID: 977852102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenda M. Dorchak | Management | For | For |
| 1.2 | Elect Director John C. Hodge | Management | For | For |
| 1.3 | Elect Director Clyde R. Hosein | Management | For | For |
| 1.4 | Elect Director Darren R. Jackson | Management | For | For |
| 1.5 | Elect Director Duy-Loan T. Le | Management | For | For |
| 1.6 | Elect Director Gregg A. Lowe | Management | For | For |
| 1.7 | Elect Director John B. Replogle | Management | For | For |
| 1.8 | Elect Director Marvin A. Riley | Management | For | For |
| 1.9 | Elect Director Thomas H. Werner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WORKDAY, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: WDAY
SECURITY ID: 98138H101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christa Davies | Management | For | For |
| 1b | Elect Director Wayne A.I. Frederick | Management | For | For |
| 1c | Elect Director Mark J. Hawkins | Management | For | For |
| 1d | Elect Director George J. Still, Jr. | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| WORKIVA INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: WK
SECURITY ID: 98139A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael M. Crow | Management | For | For |
| 1.2 | Elect Director Julie Iskow | 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 |
| XEROX HOLDINGS CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: XRX
SECURITY ID: 98421M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven J. Bandrowczak | Management | For | For |
| 1b | Elect Director Philip V. Giordano | Management | For | For |
| 1c | Elect Director Scott Letier | Management | For | For |
| 1d | Elect Director Jesse A. Lynn | Management | For | For |
| 1e | Elect Director Nichelle Maynard-Elliott | Management | For | For |
| 1f | Elect Director Steven D. Miller | Management | For | For |
| 1g | Elect Director James L. Nelson | Management | For | Against |
| 1h | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| XPERI INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: XPER
SECURITY ID: 98423J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darcy Antonellis | Management | For | For |
| 1b | Elect Director Laura J. Durr | Management | For | For |
| 1c | Elect Director David C. Habiger | Management | For | For |
| 1d | Elect Director Jon E. Kirchner | Management | For | For |
| 1e | Elect Director Christopher Seams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| YEXT, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: YEXT
SECURITY ID: 98585N106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Sheehan | Management | For | Withhold |
| 1.2 | Elect Director Jesse Lipson | Management | For | For |
| 1.3 | Elect Director Tamar Yehoshua | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ZEBRA TECHNOLOGIES CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ZBRA
SECURITY ID: 989207105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. Burns | Management | For | For |
| 1b | Elect Director Linda M. Connly | Management | For | For |
| 1c | Elect Director Anders Gustafsson | Management | For | For |
| 1d | Elect Director Janice M. Roberts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ZENDESK INC.
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: ZEN
SECURITY ID: 98936J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Frandsen | Management | For | For |
| 1b | Elect Director Brandon Gayle | Management | For | For |
| 1c | Elect Director Ronald Pasek | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZENDESK INC.
MEETING DATE: SEP 19, 2022 |
||||
|
TICKER: ZEN
SECURITY ID: 98936J101
|
||||
| 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 |
| ZETA GLOBAL HOLDINGS CORP.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: ZETA
SECURITY ID: 98956A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William Landman | Management | For | For |
| 1.2 | Elect Director Robert Niehaus | Management | For | For |
| 1.3 | Elect Director Jeanine Silberblatt | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ZOOM VIDEO COMMUNICATIONS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ZM
SECURITY ID: 98980L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric S. Yuan | Management | For | For |
| 1.2 | Elect Director Peter Gassner | Management | For | For |
| 1.3 | Elect Director H.R. McMaster | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ZSCALER, INC.
MEETING DATE: JAN 13, 2023 |
||||
|
TICKER: ZS
SECURITY ID: 98980G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Brown | Management | For | Withhold |
| 1.2 | Elect Director Scott Darling | Management | For | Withhold |
| 1.3 | Elect Director David Schneider | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ZUORA, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: ZUO
SECURITY ID: 98983V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Omar P. Abbosh | Management | For | For |
| 1.2 | Elect Director Sarah R. Bond | Management | For | For |
| 1.3 | Elect Director Jason Pressman | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI MATERIALS INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ADVANSIX INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ASIX
SECURITY ID: 00773T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Erin N. Kane | Management | For | For |
| 1b | Elect Director Farha Aslam | Management | For | For |
| 1c | Elect Director Darrell K. Hughes | Management | For | For |
| 1d | Elect Director Todd D. Karran | Management | For | For |
| 1e | Elect Director Gena C. Lovett | Management | For | For |
| 1f | Elect Director Daniel F. Sansone | Management | For | For |
| 1g | Elect Director Sharon S. Spurlin | Management | For | For |
| 1h | Elect Director Patrick S. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AIR PRODUCTS AND CHEMICALS, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: APD
SECURITY ID: 009158106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tonit M. Calaway | Management | For | For |
| 1b | Elect Director Charles I. Cogut | Management | For | For |
| 1c | Elect Director Lisa A. Davis | Management | For | For |
| 1d | Elect Director Seifollah (Seifi) Ghasemi | Management | For | For |
| 1e | Elect Director David H. Y. Ho | Management | For | For |
| 1f | Elect Director Edward L. Monser | Management | For | For |
| 1g | Elect Director Matthew H. Paull | Management | For | For |
| 1h | Elect Director Wayne T. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ALBEMARLE CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: ALB
SECURITY ID: 012653101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Lauren Brlas | Management | For | For |
| 1b | Elect Director Ralf H. Cramer | Management | For | For |
| 1c | Elect Director J. Kent Masters, Jr. | Management | For | For |
| 1d | Elect Director Glenda J. Minor | Management | For | For |
| 1e | Elect Director James J. O'Brien | Management | For | For |
| 1f | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1g | Elect Director Dean L. Seavers | Management | For | For |
| 1h | Elect Director Gerald A. Steiner | Management | For | For |
| 1i | Elect Director Holly A. Van Deursen | Management | For | For |
| 1j | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| ALCOA CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: AA
SECURITY ID: 013872106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven W. Williams | Management | For | For |
| 1b | Elect Director Mary Anne Citrino | Management | For | For |
| 1c | Elect Director Pasquale (Pat) Fiore | Management | For | For |
| 1d | Elect Director Thomas J. Gorman | Management | For | For |
| 1e | Elect Director Roy C. Harvey | Management | For | For |
| 1f | Elect Director James A. Hughes | Management | For | For |
| 1g | Elect Director Carol L. Roberts | Management | For | For |
| 1h | Elect Director Jackson (Jackie) P. Roberts | Management | For | For |
| 1i | Elect Director Ernesto Zedillo | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| ALPHA METALLURGICAL RESOURCES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: AMR
SECURITY ID: 020764106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joanna Baker de Neufville | Management | For | For |
| 1b | Elect Director Kenneth S. Courtis | Management | For | For |
| 1c | Elect Director C. Andrew Eidson | Management | For | For |
| 1d | Elect Director Albert E. Ferrara, Jr. | Management | For | For |
| 1e | Elect Director Elizabeth A. Fessenden | Management | For | For |
| 1f | Elect Director Michael Gorzynski | Management | For | For |
| 1g | Elect Director Michael J. Quillen | Management | For | For |
| 1h | Elect Director Daniel D. Smith | Management | For | For |
| 1i | Elect Director David J. Stetson | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMCOR PLC
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: AMCR
SECURITY ID: G0250X107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Graeme Liebelt | Management | For | For |
| 1b | Elect Director Armin Meyer | Management | For | For |
| 1c | Elect Director Ronald Delia | Management | For | For |
| 1d | Elect Director Achal Agarwal | Management | For | For |
| 1e | Elect Director Andrea Bertone | Management | For | For |
| 1f | Elect Director Susan Carter | Management | For | For |
| 1g | Elect Director Karen Guerra | Management | For | For |
| 1h | Elect Director Nicholas (Tom) Long | Management | For | For |
| 1i | Elect Director Arun Nayar | Management | For | For |
| 1j | Elect Director David Szczupak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN VANGUARD CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: AVD
SECURITY ID: 030371108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marisol Angelini | Management | For | For |
| 1b | Elect Director Scott D. Baskin | Management | For | For |
| 1c | Elect Director Mark R. Bassett | Management | For | For |
| 1d | Elect Director Debra F. Edwards | Management | For | For |
| 1e | Elect Director Morton D. Erlich | Management | For | For |
| 1f | Elect Director Patrick E. Gottschalk | Management | For | For |
| 1g | Elect Director Emer Gunter | Management | For | For |
| 1h | Elect Director Keith M. Rosenbloom | Management | For | For |
| 1i | Elect Director Eric G. Wintemute | 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 |
| AMYRIS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: AMRS
SECURITY ID: 03236M200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ana Dutra | Management | For | For |
| 1b | Elect Director Geoffrey Duyk | Management | For | For |
| 1c | Elect Director James McCann | Management | For | Withhold |
| 1d | Elect Director Steven Mills | Management | For | For |
| 2 | Ratify Macias Gini & O'Connell 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 | Increase Authorized Common Stock | Management | For | For |
| APTARGROUP, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ATR
SECURITY ID: 038336103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George L. Fotiades | Management | For | For |
| 1b | Elect Director Candace Matthews | Management | For | For |
| 1c | Elect Director B. Craig Owens | Management | For | For |
| 1d | Elect Director Julie Xing | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ARCONIC CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ARNC
SECURITY ID: 03966V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frederick A. "Fritz" Henderson | Management | For | For |
| 1b | Elect Director William F. Austen | Management | For | For |
| 1c | Elect Director Christopher L. Ayers | Management | For | For |
| 1d | Elect Director Margaret "Peg" S. Billson | Management | For | For |
| 1e | Elect Director Jacques Croisetiere | Management | For | For |
| 1f | Elect Director Elmer L. Doty | Management | For | For |
| 1g | Elect Director Carol S. Eicher | Management | For | For |
| 1h | Elect Director Ellis A. Jones | Management | For | For |
| 1i | Elect Director Timothy D. Myers | Management | For | For |
| 1j | Elect Director E. Stanley O'Neal | Management | For | For |
| 1k | Elect Director Jeffrey Stafeil | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| ASHLAND INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: ASH
SECURITY ID: 044186104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven D. Bishop | Management | For | For |
| 1.2 | Elect Director Brendan M. Cummins | Management | For | For |
| 1.3 | Elect Director Suzan F. Harrison | Management | For | For |
| 1.4 | Elect Director Jay V. Ihlenfeld | Management | For | For |
| 1.5 | Elect Director Wetteny Joseph | Management | For | For |
| 1.6 | Elect Director Susan L. Main | Management | For | For |
| 1.7 | Elect Director Guillermo Novo | Management | For | For |
| 1.8 | Elect Director Jerome A. Peribere | Management | For | For |
| 1.9 | Elect Director Janice J. Teal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ASPEN AEROGELS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ASPN
SECURITY ID: 04523Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven R. Mitchell | Management | For | For |
| 1.2 | Elect Director Donald R. Young | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ATI, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ATI
SECURITY ID: 01741R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Brett Harvey | Management | For | For |
| 1.2 | Elect Director James C. Diggs | Management | For | For |
| 1.3 | Elect Director David J. Morehouse | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AVERY DENNISON CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AVY
SECURITY ID: 053611109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradley A. Alford | Management | For | For |
| 1b | Elect Director Anthony K. Anderson | Management | For | For |
| 1c | Elect Director Mitchell R. Butier | Management | For | For |
| 1d | Elect Director Ken C. Hicks | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Francesca Reverberi | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Julia A. Stewart | Management | For | For |
| 1i | Elect Director Martha N. Sullivan | Management | For | For |
| 1j | Elect Director William R. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AVIENT CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AVNT
SECURITY ID: 05368V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert E. Abernathy | Management | For | For |
| 1.2 | Elect Director Richard H. Fearon | Management | For | For |
| 1.3 | Elect Director Gregory J. Goff | Management | For | For |
| 1.4 | Elect Director Neil Green | Management | For | For |
| 1.5 | Elect Director William R. Jellison | Management | For | For |
| 1.6 | Elect Director Sandra Beach Lin | Management | For | For |
| 1.7 | Elect Director Kim Ann Mink | Management | For | For |
| 1.8 | Elect Director Ernest Nicolas | Management | For | For |
| 1.9 | Elect Director Robert M. Patterson | Management | For | For |
| 1.10 | Elect Director Kerry J. Preete | Management | For | For |
| 1.11 | Elect Director Patricia Verduin | Management | For | For |
| 1.12 | Elect Director William A. Wulfsohn | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AXALTA COATING SYSTEMS LTD.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: AXTA
SECURITY ID: G0750C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jan A. Bertsch | Management | For | For |
| 1.2 | Elect Director Steven M. Chapman | Management | For | For |
| 1.3 | Elect Director William M. Cook | Management | For | For |
| 1.4 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.5 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.6 | Elect Director Robert M. McLaughlin | Management | For | For |
| 1.7 | Elect Director Rakesh Sachdev | Management | For | For |
| 1.8 | Elect Director Samuel L. Smolik | Management | For | For |
| 1.9 | Elect Director Chris Villavarayan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BALCHEM CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: BCPC
SECURITY ID: 057665200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David Fischer | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| BALL CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: BALL
SECURITY ID: 058498106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cathy D. Ross | Management | For | For |
| 1.2 | Elect Director Betty J. Sapp | Management | For | For |
| 1.3 | Elect Director Stuart A. Taylor, II | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BERRY GLOBAL GROUP, INC.
MEETING DATE: FEB 15, 2023 |
||||
|
TICKER: BERY
SECURITY ID: 08579W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Evan Bayh | Management | For | For |
| 1b | Elect Director Jonathan F. Foster | Management | For | For |
| 1c | Elect Director Idalene F. Kesner | Management | For | For |
| 1d | Elect Director Jill A. Rahman | Management | For | For |
| 1e | Elect Director Carl J. (Rick) Rickertsen | Management | For | For |
| 1f | Elect Director Thomas E. Salmon | Management | For | For |
| 1g | Elect Director Chaney M. Sheffield, Jr. | Management | For | For |
| 1h | Elect Director Robert A. Steele | Management | For | For |
| 1i | Elect Director Stephen E. Sterrett | Management | For | For |
| 1j | Elect Director Scott B. Ullem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CABOT CORPORATION
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: CBT
SECURITY ID: 127055101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Juan Enriquez | Management | For | For |
| 1.2 | Elect Director Sean D. Keohane | Management | For | For |
| 1.3 | Elect Director William C. Kirby | Management | For | For |
| 1.4 | Elect Director Raffiq Nathoo | 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 |
| CARPENTER TECHNOLOGY CORPORATION
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: CRS
SECURITY ID: 144285103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Viola L. Acoff | Management | For | For |
| 1.2 | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1.3 | Elect Director I. Martin Inglis | Management | For | For |
| 1.4 | Elect Director Stephen M. Ward, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CELANESE CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: CE
SECURITY ID: 150870103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean S. Blackwell | Management | For | For |
| 1b | Elect Director William M. Brown | Management | For | For |
| 1c | Elect Director Edward G. Galante | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director David F. Hoffmeister | Management | For | For |
| 1f | Elect Director Jay V. Ihlenfeld | Management | For | For |
| 1g | Elect Director Deborah J. Kissire | Management | For | For |
| 1h | Elect Director Michael Koenig | Management | For | For |
| 1i | Elect Director Kim K.W. Rucker | Management | For | For |
| 1j | Elect Director Lori J. Ryerkerk | 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 |
| CENTURY ALUMINUM COMPANY
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: CENX
SECURITY ID: 156431108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jarl Berntzen | Management | For | For |
| 1.2 | Elect Director Jennifer Bush | Management | For | For |
| 1.3 | Elect Director Jesse Gary | Management | For | For |
| 1.4 | Elect Director Errol Glasser | Management | For | For |
| 1.5 | Elect Director Wilhelm van Jaarsveld | Management | For | For |
| 1.6 | Elect Director Andrew G. Michelmore | Management | For | For |
| 1.7 | Elect Director Tamla A. Olivier | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CF INDUSTRIES HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CF
SECURITY ID: 125269100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHASE CORPORATION
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: CCF
SECURITY ID: 16150R104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Adam P. Chase | Management | For | For |
| 1.2 | Elect Director Peter R. Chase | Management | For | For |
| 1.3 | Elect Director Mary Claire Chase | Management | For | For |
| 1.4 | Elect Director Thomas D. DeByle | Management | For | For |
| 1.5 | Elect Director John H. Derby, III | Management | For | For |
| 1.6 | Elect Director Chad A. McDaniel | Management | For | For |
| 1.7 | Elect Director Dana Mohler-Faria | Management | For | For |
| 1.8 | Elect Director Ellen Rubin | Management | For | For |
| 1.9 | Elect Director Joan Wallace-Benjamin | Management | For | For |
| 1.10 | Elect Director Thomas Wroe, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CLEARWATER PAPER CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CLW
SECURITY ID: 18538R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joe W. Laymon | Management | For | For |
| 1b | Elect Director John P. O'Donnell | Management | For | For |
| 1c | Elect Director Christine M. Vickers Tucker | 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 |
| CLEVELAND-CLIFFS INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CLF
SECURITY ID: 185899101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lourenco Goncalves | Management | For | For |
| 1.2 | Elect Director Douglas C. Taylor | Management | For | For |
| 1.3 | Elect Director John T. Baldwin | Management | For | For |
| 1.4 | Elect Director Robert P. Fisher, Jr. | Management | For | For |
| 1.5 | Elect Director William K. Gerber | Management | For | For |
| 1.6 | Elect Director Susan M. Green | Management | For | For |
| 1.7 | Elect Director Ralph S. Michael, III | Management | For | For |
| 1.8 | Elect Director Janet L. Miller | Management | For | For |
| 1.9 | Elect Director Gabriel Stoliar | Management | For | For |
| 1.10 | Elect Director Arlene M. Yocum | 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 |
| COEUR MINING, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: CDE
SECURITY ID: 192108504
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda L. Adamany | Management | For | For |
| 1b | Elect Director Paramita Das | Management | For | For |
| 1c | Elect Director Sebastian Edwards | Management | For | For |
| 1d | Elect Director Randolph E. Gress | Management | For | For |
| 1e | Elect Director Jeane L. Hull | Management | For | For |
| 1f | Elect Director Mitchell J. Krebs | Management | For | For |
| 1g | Elect Director Eduardo Luna | Management | For | For |
| 1h | Elect Director Robert E. Mellor | Management | For | For |
| 1i | Elect Director J. Kenneth Thompson | Management | For | For |
| 2 | Ratify Grant Thornthon 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 |
| COMMERCIAL METALS COMPANY
MEETING DATE: JAN 11, 2023 |
||||
|
TICKER: CMC
SECURITY ID: 201723103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter R. Matt | Management | For | For |
| 1.2 | Elect Director Sarah E. Raiss | 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 |
| COMPASS MINERALS INTERNATIONAL, INC.
MEETING DATE: FEB 15, 2023 |
||||
|
TICKER: CMP
SECURITY ID: 20451N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin S. Crutchfield | Management | For | For |
| 1b | Elect Director Jon A. Chisholm | Management | For | For |
| 1c | Elect Director Richard P. Dealy | Management | For | For |
| 1d | Elect Director Edward C. Dowling, Jr. | Management | For | For |
| 1e | Elect Director Eric Ford | Management | For | For |
| 1f | Elect Director Gareth T. Joyce | Management | For | For |
| 1g | Elect Director Melissa M. Miller | Management | For | For |
| 1h | Elect Director Joseph E. Reece | Management | For | For |
| 1i | Elect Director Shane T. Wagnon | Management | For | For |
| 1j | Elect Director Lori A. Walker | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CORTEVA, INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: CTVA
SECURITY ID: 22052L104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lamberto Andreotti | Management | For | For |
| 1b | Elect Director Klaus A. Engel | Management | For | For |
| 1c | Elect Director David C. Everitt | Management | For | For |
| 1d | Elect Director Janet P. Giesselman | Management | For | For |
| 1e | Elect Director Karen H. Grimes | Management | For | For |
| 1f | Elect Director Michael O. Johanns | Management | For | For |
| 1g | Elect Director Rebecca B. Liebert | Management | For | For |
| 1h | Elect Director Marcos M. Lutz | Management | For | For |
| 1i | Elect Director Charles V. Magro | Management | For | For |
| 1j | Elect Director Nayaki R. Nayyar | Management | For | For |
| 1k | Elect Director Gregory R. Page | Management | For | For |
| 1l | Elect Director Kerry J. Preete | Management | For | For |
| 1m | Elect Director Patrick J. Ward | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CROWN HOLDINGS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CCK
SECURITY ID: 228368106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy J. Donahue | Management | For | For |
| 1.2 | Elect Director Richard H. Fearon | Management | For | For |
| 1.3 | Elect Director Andrea J. Funk | Management | For | For |
| 1.4 | Elect Director Stephen J. Hagge | Management | For | For |
| 1.5 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.6 | Elect Director James H. Miller | Management | For | For |
| 1.7 | Elect Director Josef M. Miller | Management | For | For |
| 1.8 | Elect Director B. Craig Owens | Management | For | For |
| 1.9 | Elect Director Angela M. Snyder | Management | For | For |
| 1.10 | Elect Director Caesar F. Sweizer | Management | For | For |
| 1.11 | Elect Director Andrew J. Teno | Management | For | For |
| 1.12 | Elect Director Marsha C. Williams | Management | For | For |
| 1.13 | Elect Director Dwayne A. Wilson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DANIMER SCIENTIFIC, INC.
MEETING DATE: AUG 11, 2022 |
||||
|
TICKER: DNMR
SECURITY ID: 236272100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen E. Croskrey | Management | For | For |
| 1.2 | Elect Director John P. Amboian | Management | For | For |
| 1.3 | Elect Director Richard Hendrix | Management | For | Withhold |
| 1.4 | Elect Director Philip Gregory Calhoun | Management | For | For |
| 1.5 | Elect Director Gregory Hunt | Management | For | For |
| 1.6 | Elect Director Isao Noda | Management | For | For |
| 1.7 | Elect Director Stuart W. Pratt | Management | For | For |
| 1.8 | Elect Director Cynthia Cohen | Management | For | For |
| 1.9 | Elect Director Allison M. Leopold Tilley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| DIVERSEY HOLDINGS, LTD.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DSEY
SECURITY ID: G28923103
|
||||
| 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 |
| DOW INC.
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: DOW
SECURITY ID: 260557103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Gaurdie E. Banister, Jr. | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Richard K. Davis | Management | For | For |
| 1e | Elect Director Jerri DeVard | Management | For | For |
| 1f | Elect Director Debra L. Dial | Management | For | For |
| 1g | Elect Director Jeff M. Fettig | Management | For | For |
| 1h | Elect Director Jim Fitterling | Management | For | For |
| 1i | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1j | Elect Director Luis Alberto Moreno | Management | For | For |
| 1k | Elect Director Jill S. Wyant | Management | For | For |
| 1l | Elect Director Daniel W. Yohannes | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| DUPONT DE NEMOURS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DD
SECURITY ID: 26614N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy G. Brady | Management | For | For |
| 1b | Elect Director Edward D. Breen | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Terrence R. Curtin | Management | For | For |
| 1e | Elect Director Alexander M. Cutler | Management | For | For |
| 1f | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1g | Elect Director Kristina M. Johnson | Management | For | For |
| 1h | Elect Director Luther C. Kissam | Management | For | For |
| 1i | Elect Director Frederick M. Lowery | Management | For | For |
| 1j | Elect Director Raymond J. Milchovich | Management | For | For |
| 1k | Elect Director Deanna M. Mulligan | Management | For | For |
| 1l | Elect Director Steven M. Sterin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| EAGLE MATERIALS INC.
MEETING DATE: AUG 05, 2022 |
||||
|
TICKER: EXP
SECURITY ID: 26969P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George J. Damiris | Management | For | For |
| 1b | Elect Director Martin M. Ellen | Management | For | Against |
| 1c | Elect Director David B. Powers | 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 |
| EASTMAN CHEMICAL COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: EMN
SECURITY ID: 277432100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Humberto P. Alfonso | Management | For | For |
| 1.2 | Elect Director Brett D. Begemann | Management | For | For |
| 1.3 | Elect Director Eric L. Butler | Management | For | For |
| 1.4 | Elect Director Mark J. Costa | Management | For | For |
| 1.5 | Elect Director Edward L. Doheny, II | Management | For | For |
| 1.6 | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1.7 | Elect Director Julie F. Holder | Management | For | For |
| 1.8 | Elect Director Renee J. Hornbaker | Management | For | For |
| 1.9 | Elect Director Kim Ann Mink | Management | For | For |
| 1.10 | Elect Director James J. O'Brien | Management | For | For |
| 1.11 | Elect Director David W. Raisbeck | Management | For | For |
| 1.12 | Elect Director Charles K. Stevens, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ECOLAB INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ECL
SECURITY ID: 278865100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shari L. Ballard | Management | For | For |
| 1b | Elect Director Barbara J. Beck | Management | For | For |
| 1c | Elect Director Christophe Beck | Management | For | For |
| 1d | Elect Director Jeffrey M. Ettinger | Management | For | For |
| 1e | Elect Director Eric M. Green | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Michael Larson | Management | For | For |
| 1h | Elect Director David W. MacLennan | Management | For | For |
| 1i | Elect Director Tracy B. McKibben | Management | For | For |
| 1j | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1k | Elect Director Victoria J. Reich | Management | For | For |
| 1l | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1m | Elect Director John J. Zillmer | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| ECOVYST INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ECVT
SECURITY ID: 27923Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kurt J. Bitting | Management | For | For |
| 1.2 | Elect Director David A. Bradley | Management | For | For |
| 1.3 | Elect Director Kevin M. Fogarty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ELEMENT SOLUTIONS INC
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ESI
SECURITY ID: 28618M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Franklin | Management | For | For |
| 1b | Elect Director Benjamin Gliklich | Management | For | For |
| 1c | Elect Director Ian G.H. Ashken | Management | For | For |
| 1d | Elect Director Elyse Napoli Filon | Management | For | For |
| 1e | Elect Director Christopher T. Fraser | Management | For | Against |
| 1f | Elect Director Michael F. Goss | Management | For | For |
| 1g | Elect Director Nichelle Maynard-Elliott | Management | For | For |
| 1h | Elect Director E. Stanley O'Neal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FMC CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: FMC
SECURITY ID: 302491303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pierre Brondeau | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Carol Anthony ("John") Davidson | Management | For | For |
| 1d | Elect Director Mark Douglas | Management | For | For |
| 1e | Elect Director Kathy L. Fortmann | Management | For | For |
| 1f | Elect Director C. Scott Greer | Management | For | For |
| 1g | Elect Director K'Lynne Johnson | Management | For | For |
| 1h | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1i | Elect Director Margareth Ovrum | Management | For | For |
| 1j | Elect Director Robert C. Pallash | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FREEPORT-MCMORAN, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FCX
SECURITY ID: 35671D857
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FUTUREFUEL CORP.
MEETING DATE: SEP 22, 2022 |
||||
|
TICKER: FF
SECURITY ID: 36116M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Donald C. Bedell | Management | For | Withhold |
| 1.2 | Elect Director Terrance C.Z. (Terry) Egger | Management | For | For |
| 1.3 | Elect Director Ronald J. Kruszewski | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| GINKGO BIOWORKS HOLDINGS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: DNA
SECURITY ID: 37611X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arie Belldegrun | Management | For | Against |
| 1b | Elect Director Marijn E. Dekkers | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Christian Henry | Management | For | Against |
| 1e | Elect Director Reshma Kewalramani | Management | For | For |
| 1f | Elect Director Shyam Sankar | Management | For | For |
| 1g | Elect Director Harry E. Sloan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GLATFELTER CORPORATION
MEETING DATE: NOV 11, 2022 |
||||
|
TICKER: GLT
SECURITY ID: 377320106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 2 | Eliminate Cumulative Voting | Management | For | For |
| 3 | Establish Range for Board Size | Management | For | For |
| 4 | Amend Bylaws to Eliminate Designated Annual Meeting Date and Time | Management | For | For |
| 5 | Provide Proxy Access Right | Management | For | For |
| 6 | Amend Bylaws to Clarify Voting Standards | Management | For | For |
| GRAPHIC PACKAGING HOLDING COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: GPK
SECURITY ID: 388689101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael P. Doss | Management | For | For |
| 1.2 | Elect Director Dean A. Scarborough | Management | For | For |
| 1.3 | Elect Director Larry M. Venturelli | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GREIF, INC.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: GEF
SECURITY ID: 397624206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ole G. Rosgaard | Management | For | For |
| 1.2 | Elect Director Vicki L. Avril-Groves | Management | For | For |
| 1.3 | Elect Director Bruce A. Edwards | Management | For | For |
| 1.4 | Elect Director Mark A. Emkes | Management | For | For |
| 1.5 | Elect Director Daniel J. Gunsett | Management | For | For |
| 1.6 | Elect Director John W. McNamara | Management | For | For |
| 1.7 | Elect Director Frank C. Miller | Management | For | For |
| 1.8 | Elect Director Karen A. Morrison | Management | For | For |
| 1.9 | Elect Director Robert M. Patterson | Management | For | For |
| 1.10 | Elect Director Kimberly T. Scott | Management | For | For |
| 1.11 | Elect Director Roel Vestjens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 4 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| H.B. FULLER COMPANY
MEETING DATE: APR 06, 2023 |
||||
|
TICKER: FUL
SECURITY ID: 359694106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel L. Florness | Management | For | For |
| 1.2 | Elect Director Lee R. Mitau | Management | For | For |
| 1.3 | Elect Director Teresa J. Rasmussen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| HAWKINS, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: HWKN
SECURITY ID: 420261109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James A. Faulconbridge | Management | For | For |
| 1.2 | Elect Director Patrick H. Hawkins | Management | For | For |
| 1.3 | Elect Director Yi "Faith" Tang | Management | For | For |
| 1.4 | Elect Director Mary J. Schumacher | Management | For | For |
| 1.5 | Elect Director Daniel J. Stauber | Management | For | For |
| 1.6 | Elect Director James T. Thompson | Management | For | For |
| 1.7 | Elect Director Jeffrey L. Wright | Management | For | For |
| 1.8 | Elect Director Jeffrey E. Spethmann | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HAYNES INTERNATIONAL, INC.
MEETING DATE: FEB 22, 2023 |
||||
|
TICKER: HAYN
SECURITY ID: 420877201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Donald C. Campion | Management | For | For |
| 2 | Elect Director Robert H. Getz | Management | For | For |
| 3 | Elect Director Dawne S. Hickton | Management | For | For |
| 4 | Elect Director Michael L. Shor | Management | For | For |
| 5 | Elect Director Larry O. Spencer | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HECLA MINING COMPANY
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: HL
SECURITY ID: 422704106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Phillips S. Baker, Jr. | Management | For | For |
| 1b | Elect Director George R. Johnson | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUNTSMAN CORPORATION
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: HUN
SECURITY ID: 447011107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter R. Huntsman | Management | For | For |
| 1b | Elect Director Cynthia L. Egan | Management | For | For |
| 1c | Elect Director Mary C. Beckerle | Management | For | For |
| 1d | Elect Director Sonia Dula | Management | For | For |
| 1e | Elect Director Curtis E. Espeland | Management | For | For |
| 1f | Elect Director Daniele Ferrari | Management | For | For |
| 1g | Elect Director Jeanne McGovern | Management | For | For |
| 1h | Elect Director Jose Antonio Munoz Barcelo | Management | For | For |
| 1i | Elect Director David B. Sewell | Management | For | For |
| 1j | Elect Director Jan E. Tighe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| INGEVITY CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NGVT
SECURITY ID: 45688C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean S. Blackwell | Management | For | For |
| 1b | Elect Director Luis Fernandez-Moreno | Management | For | For |
| 1c | Elect Director John C. Fortson | Management | For | For |
| 1d | Elect Director Diane H. Gulyas | Management | For | For |
| 1e | Elect Director Bruce D. Hoechner | Management | For | For |
| 1f | Elect Director Frederick J. Lynch | Management | For | For |
| 1g | Elect Director Karen G. Narwold | Management | For | For |
| 1h | Elect Director Daniel F. Sansone | Management | For | For |
| 1i | Elect Director William J. Slocum | Management | For | For |
| 1j | Elect Director Benjamin G. (Shon) Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| INNOSPEC INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: IOSP
SECURITY ID: 45768S105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Claudia P. Poccia | Management | For | For |
| 1.2 | Elect Director Elizabeth K. Arnold | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PwC as Auditors | Management | For | For |
| INTERNATIONAL FLAVORS & FRAGRANCES INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: IFF
SECURITY ID: 459506101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathryn J. Boor | Management | For | For |
| 1b | Elect Director Barry A. Bruno | Management | For | For |
| 1c | Elect Director Frank K. Clyburn, Jr. | Management | For | For |
| 1d | Elect Director Mark J. Costa | Management | For | For |
| 1e | Elect Director Carol Anthony (John) Davidson | Management | For | For |
| 1f | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1g | Elect Director John F. Ferraro | Management | For | For |
| 1h | Elect Director Christina Gold | Management | For | For |
| 1i | Elect Director Gary Hu | Management | For | For |
| 1j | Elect Director Kevin O'Byrne | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTERNATIONAL PAPER COMPANY
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: IP
SECURITY ID: 460146103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher M. Connor | Management | For | For |
| 1b | Elect Director Ahmet C. Dorduncu | Management | For | For |
| 1c | Elect Director Ilene S. Gordon | Management | For | For |
| 1d | Elect Director Anders Gustafsson | Management | For | For |
| 1e | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1f | Elect Director Clinton A. Lewis, Jr. | Management | For | For |
| 1g | Elect Director Donald G. (DG) Macpherson | Management | For | For |
| 1h | Elect Director Kathryn D. Sullivan | Management | For | For |
| 1i | Elect Director Mark S. Sutton | Management | For | For |
| 1j | Elect Director Anton V. Vincent | Management | For | For |
| 1k | Elect Director Ray G. Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| INTREPID POTASH, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: IPI
SECURITY ID: 46121Y201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert P. Jornayvaz, III | Management | For | For |
| 1b | Elect Director William M. Zisch | 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 |
| IVANHOE ELECTRIC INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: IE
SECURITY ID: 46578C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert Friedland | Management | For | For |
| 1b | Elect Director Taylor Melvin | Management | For | For |
| 1c | Elect Director Russell Ball | Management | For | For |
| 1d | Elect Director Hirofumi Katase | Management | For | For |
| 1e | Elect Director Patrick Loftus-Hills | Management | For | For |
| 1f | Elect Director Victoire de Margerie | Management | For | For |
| 1g | Elect Director Priya Patil | Management | For | For |
| 1h | Elect Director Ronald Vance | Management | For | For |
| 2 | Ratify Deloitte LLP as Auditors | Management | For | For |
| KAISER ALUMINUM CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: KALU
SECURITY ID: 483007704
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jack A. Hockema | Management | For | For |
| 1.2 | Elect Director Lauralee E. Martin | Management | For | For |
| 1.3 | Elect Director Brett E. Wilcox | Management | For | For |
| 1.4 | Elect Director Kevin W. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KOPPERS HOLDINGS INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: KOP
SECURITY ID: 50060P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy M. Ball | Management | For | For |
| 1.2 | Elect Director Xudong Feng | Management | For | For |
| 1.3 | Elect Director Traci L. Jensen | Management | For | For |
| 1.4 | Elect Director David L. Motley | Management | For | For |
| 1.5 | Elect Director Albert J. Neupaver | Management | For | For |
| 1.6 | Elect Director Andrew D. Sandifer | Management | For | For |
| 1.7 | Elect Director Louis L. Testoni | Management | For | For |
| 1.8 | Elect Director Stephen R. Tritch | Management | For | For |
| 1.9 | Elect Director Sonja M. Wilkerson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KRONOS WORLDWIDE, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: KRO
SECURITY ID: 50105F105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Buch | Management | For | For |
| 1.2 | Elect Director Loretta J. Feehan | Management | For | For |
| 1.3 | Elect Director John E. Harper | Management | For | For |
| 1.4 | Elect Director Meredith W. Mendes | Management | For | For |
| 1.5 | Elect Director Cecil H. Moore, Jr. | Management | For | For |
| 1.6 | Elect Director Michael S. Simmons | Management | For | For |
| 1.7 | Elect Director Thomas P. Stafford | Management | For | For |
| 1.8 | Elect Director R. Gerald Turner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LINDE PLC
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LIVENT CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: LTHM
SECURITY ID: 53814L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul W. Graves | Management | For | For |
| 1b | Elect Director Andrea E. Utecht | Management | For | For |
| 1c | Elect Director Christina Lampe-Onnerud | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| LOUISIANA-PACIFIC CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: LPX
SECURITY ID: 546347105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose A. Bayardo | Management | For | For |
| 1b | Elect Director Stephen E. Macadam | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LSB INDUSTRIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LXU
SECURITY ID: 502160104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven L. Packebush | Management | For | For |
| 1.2 | Elect Director Diana M. Peninger | Management | For | For |
| 1.3 | Elect Director Lynn F. White | Management | For | For |
| 2 | Ratify Section 382 Rights Agreement | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LYONDELLBASELL INDUSTRIES N.V.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: LYB
SECURITY ID: N53745100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacques Aigrain | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | For |
| 1c | Elect Director Robin Buchanan | Management | For | For |
| 1d | Elect Director Anthony (Tony) Chase | Management | For | For |
| 1e | Elect Director Robert (Bob) Dudley | Management | For | For |
| 1f | Elect Director Claire Farley | Management | For | For |
| 1g | Elect Director Rita Griffin | Management | For | For |
| 1h | Elect Director Michael Hanley | Management | For | For |
| 1i | Elect Director Virginia Kamsky | Management | For | For |
| 1j | Elect Director Albert Manifold | Management | For | For |
| 1k | Elect Director Peter Vanacker | Management | For | For |
| 2 | Approve Discharge of Directors | Management | For | For |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Shares | Management | For | For |
| MARTIN MARIETTA MATERIALS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MLM
SECURITY ID: 573284106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.2 | Elect Director Sue W. Cole | Management | For | For |
| 1.3 | Elect Director Anthony R. Foxx | Management | For | For |
| 1.4 | Elect Director John J. Koraleski | Management | For | For |
| 1.5 | Elect Director C. Howard Nye | Management | For | For |
| 1.6 | Elect Director Laree E. Perez | Management | For | For |
| 1.7 | Elect Director Thomas H. Pike | Management | For | For |
| 1.8 | Elect Director Michael J. Quillen | Management | For | For |
| 1.9 | Elect Director Donald W. Slager | Management | For | For |
| 1.10 | Elect Director David C. Wajsgras | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| MATERION CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: MTRN
SECURITY ID: 576690101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vinod M. Khilnani | Management | For | For |
| 1.2 | Elect Director Emily M. Liggett | Management | For | For |
| 1.3 | Elect Director Robert J. Phillippy | Management | For | For |
| 1.4 | Elect Director Patrick Prevost | Management | For | For |
| 1.5 | Elect Director N. Mohan Reddy | Management | For | For |
| 1.6 | Elect Director Craig S. Shular | Management | For | For |
| 1.7 | Elect Director Darlene J. S. Solomon | Management | For | For |
| 1.8 | Elect Director Robert B. Toth | Management | For | For |
| 1.9 | Elect Director Jugal K. Vijayvargiya | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MATIV HOLDINGS, INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: MATV
SECURITY ID: 808541106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Cook | Management | For | For |
| 1.2 | Elect Director Jeffrey J. Keenan | Management | For | For |
| 1.3 | Elect Director Marco Levi | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MCEWEN MINING INC.
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: MUX
SECURITY ID: 58039P107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert R. McEwen | Management | For | For |
| 1.2 | Elect Director Allen V. Ambrose | Management | For | For |
| 1.3 | Elect Director Richard W. Brissenden | Management | For | For |
| 1.4 | Elect Director Robin E. Dunbar | Management | For | For |
| 1.5 | Elect Director Donald R.M. Quick | Management | For | For |
| 1.6 | Elect Director Merri J. Sanchez | Management | For | For |
| 1.7 | Elect Director William M. Shaver | Management | For | For |
| 1.8 | Elect Director Ian Ball | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Reverse Stock Split | Management | For | For |
| 6 | Reduce Authorized Common Stock | Management | For | For |
| MERCER INTERNATIONAL INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: MERC
SECURITY ID: 588056101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jimmy S.H. Lee | Management | For | For |
| 1.2 | Elect Director Juan Carlos Bueno | Management | For | For |
| 1.3 | Elect Director William D. McCartney | Management | For | For |
| 1.4 | Elect Director James Shepherd | Management | For | For |
| 1.5 | Elect Director Alan C. Wallace | Management | For | For |
| 1.6 | Elect Director Linda J. Welty | Management | For | For |
| 1.7 | Elect Director Rainer Rettig | Management | For | For |
| 1.8 | Elect Director Alice Laberge | Management | For | For |
| 1.9 | Elect Director Janine North | Management | For | For |
| 1.10 | Elect Director Torbjorn Loof | Management | For | For |
| 1.11 | Elect Director Thomas Kevin Corrick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MINERALS TECHNOLOGIES INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: MTX
SECURITY ID: 603158106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph C. Breunig | Management | For | For |
| 1b | Elect Director Alison A. Deans | Management | For | For |
| 1c | Elect Director Franklin L. Feder | 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 |
| MP MATERIALS CORP.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: MP
SECURITY ID: 553368101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arnold W. Donald | Management | For | For |
| 1b | Elect Director Randall J. Weisenburger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| MYERS INDUSTRIES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MYE
SECURITY ID: 628464109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Yvette Dapremont Bright | Management | For | For |
| 1b | Elect Director Ronald M. De Feo | Management | For | For |
| 1c | Elect Director William A. Foley | Management | For | For |
| 1d | Elect Director Jeffrey Kramer | Management | For | For |
| 1e | Elect Director F. Jack Liebau, Jr. | Management | For | For |
| 1f | Elect Director Bruce M. Lisman | Management | For | For |
| 1g | Elect Director Lori Lutey | Management | For | For |
| 1h | Elect Director Michael McGaugh | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NEWMARKET CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NEU
SECURITY ID: 651587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark M. Gambill | Management | For | For |
| 1.2 | Elect Director Bruce C. Gottwald | Management | For | For |
| 1.3 | Elect Director Thomas E. Gottwald | Management | For | For |
| 1.4 | Elect Director Patrick D. Hanley | Management | For | For |
| 1.5 | Elect Director H. Hiter Harris, III | Management | For | For |
| 1.6 | Elect Director James E. Rogers | Management | For | For |
| 1.7 | Elect Director Ting Xu | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publication of GHG Emissions and Setting Short-, Medium- and Long-Term Emission Reduction Targets to Align Business Activities with Net Zero Emissions by 2050 in Line with the Paris Climate Agreement | Shareholder | Against | For |
| NEWMONT CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: NEM
SECURITY ID: 651639106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick G. Awuah, Jr. | Management | For | For |
| 1.2 | Elect Director Gregory H. Boyce | Management | For | For |
| 1.3 | Elect Director Bruce R. Brook | Management | For | For |
| 1.4 | Elect Director Maura Clark | Management | For | For |
| 1.5 | Elect Director Emma FitzGerald | Management | For | For |
| 1.6 | Elect Director Mary A. Laschinger | Management | For | For |
| 1.7 | Elect Director Jose Manuel Madero | Management | For | For |
| 1.8 | Elect Director Rene Medori | Management | For | For |
| 1.9 | Elect Director Jane Nelson | Management | For | For |
| 1.10 | Elect Director Thomas Palmer | Management | For | For |
| 1.11 | Elect Director Julio M. Quintana | Management | For | For |
| 1.12 | Elect Director Susan N. Story | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NUCOR CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NUE
SECURITY ID: 670346105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norma B. Clayton | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Michael W. Lamach | Management | For | For |
| 1.6 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.7 | Elect Director Leon J. Topalian | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| O-I GLASS, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: OI
SECURITY ID: 67098H104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Chapin | Management | For | For |
| 1b | Elect Director David V. Clark, II | Management | For | For |
| 1c | Elect Director Gordon J. Hardie | Management | For | For |
| 1d | Elect Director John Humphrey | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Alan J. Murray | Management | For | For |
| 1g | Elect Director Hari N. Nair | Management | For | For |
| 1h | Elect Director Catherine I. Slater | Management | For | For |
| 1i | Elect Director John H. Walker | Management | For | For |
| 1j | Elect Director Carol A. Williams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OLIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: OLN
SECURITY ID: 680665205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Beverley A. Babcock | Management | For | For |
| 1b | Elect Director C. Robert Bunch | Management | For | For |
| 1c | Elect Director Matthew S. Darnall | Management | For | For |
| 1d | Elect Director Earl L. Shipp | Management | For | For |
| 1e | Elect Director Scott M. Sutton | Management | For | For |
| 1f | Elect Director William H. Weideman | Management | For | For |
| 1g | Elect Director W. Anthony Will | Management | For | For |
| 1h | Elect Director Carol A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ORION ENGINEERED CARBONS S.A.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: OEC
SECURITY ID: L72967109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony L. Davis | Management | For | For |
| 1.2 | Elect Director Kerry A. Galvin | Management | For | For |
| 1.3 | Elect Director Paul Huck | Management | For | For |
| 1.4 | Elect Director Mary Lindsey | Management | For | For |
| 1.5 | Elect Director Didier Miraton | Management | For | For |
| 1.6 | Elect Director Yi Hyon Paik | Management | For | For |
| 1.7 | Elect Director Corning F. Painter | Management | For | For |
| 1.8 | Elect Director Dan F. Smith | Management | For | For |
| 1.9 | Elect Director Hans-Dietrich Winkhaus | Management | For | For |
| 1.10 | Elect Director Michel Wurth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Remuneration of Directors | Management | For | For |
| 4 | Approve Annual Accounts | Management | For | For |
| 5 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 6 | Approve Allocation of Income | Management | For | For |
| 7 | Approve Discharge of Directors | Management | For | For |
| 8 | Approve Discharge of Auditors | Management | For | For |
| 9 | Ratify Ernst & Young, Luxembourg as Auditor | Management | For | For |
| 10 | Ratify Ernst & Young LLC as Auditor | Management | For | For |
| 11 | Approve Omnibus Stock Plan | Management | For | For |
| 12 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| ORION ENGINEERED CARBONS S.A.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: OEC
SECURITY ID: L72967109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Renewal of Authorized Share Capital | Management | For | For |
| 2 | Change Company Name to Orion S.A. | Management | For | For |
| PACKAGING CORPORATION OF AMERICA
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PKG
SECURITY ID: 695156109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cheryl K. Beebe | Management | For | For |
| 1.2 | Elect Director Duane C. Farrington | Management | For | For |
| 1.3 | Elect Director Donna A. Harman | Management | For | For |
| 1.4 | Elect Director Mark W. Kowlzan | Management | For | For |
| 1.5 | Elect Director Robert C. Lyons | Management | For | For |
| 1.6 | Elect Director Thomas P. Maurer | Management | For | For |
| 1.7 | Elect Director Samuel M. Mencoff | Management | For | For |
| 1.8 | Elect Director Roger B. Porter | Management | For | For |
| 1.9 | Elect Director Thomas S. Souleles | Management | For | For |
| 1.10 | Elect Director Paul T. Stecko | Management | For | For |
| 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 |
| PACTIV EVERGREEN INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: PTVE
SECURITY ID: 69526K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director LeighAnne G. Baker | Management | For | For |
| 1.2 | Elect Director Duncan J. Hawkesby | Management | For | For |
| 1.3 | Elect Director Allen P. Hugli | Management | For | For |
| 1.4 | Elect Director Michael J. King | Management | For | For |
| 1.5 | Elect Director Rolf Stangl | Management | For | For |
| 1.6 | Elect Director Felicia D. Thornton | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PERIMETER SOLUTIONS SA
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: PRM
SECURITY ID: L7579L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.2 | Elect Director William N. Thorndike, Jr. | Management | For | For |
| 1.3 | Elect Director Edward Goldberg | Management | For | For |
| 1.4 | Elect Director Tracy Britt Cool | Management | For | For |
| 1.5 | Elect Director Sean Hennessy | Management | For | For |
| 1.6 | Elect Director Robert S. Henderson | Management | For | Against |
| 1.7 | Elect Director Bernt Iversen, II | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 4 | Ratify BDO USA, LLP as Auditor | Management | For | For |
| 5 | Approve Financial Statements | Management | For | For |
| 6 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 7 | Approve Allocation of Income | Management | For | For |
| 8 | Approve Discharge of Directors | Management | For | For |
| 9 | Approve Remuneration of Directors | Management | For | Against |
| PIEDMONT LITHIUM, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: PLL
SECURITY ID: 72016P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeff Armstrong | Management | For | For |
| 1b | Elect Director Christina Alvord | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Stock Option Plan Grants to Keith Phillips | Management | For | For |
| 5 | Approve Grant of Restricted Stock Units to Keith Phillips | Management | For | For |
| 6 | Approve Grant of Performance Stock Units to Keith Phillips | Management | For | For |
| 7 | Approve Grant of Restricted Stock Units to Jeff Armstrong | Management | For | For |
| 8 | Approve Grant of Restricted Stock Units to Christina Alvord | Management | For | For |
| 9 | Approve Grant of Restricted Stock Units to Jorge Beristain | Management | For | For |
| 10 | Approve Grant of Restricted Stock Units to Michael Bless | Management | For | For |
| 11 | Approve Grant of Restricted Stock Units to Claude Demby | Management | For | For |
| PPG INDUSTRIES, INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: PPG
SECURITY ID: 693506107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen F. Angel | Management | For | For |
| 1.2 | Elect Director Hugh Grant | Management | For | For |
| 1.3 | Elect Director Melanie L. Healey | Management | For | For |
| 1.4 | Elect Director Timothy M. Knavish | Management | For | For |
| 1.5 | Elect Director Guillermo Novo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| PURECYCLE TECHNOLOGIES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: PCT
SECURITY ID: 74623V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Amend Certificate of Incorporation | Management | For | For |
| 6.1 | Elect Director Steven Bouck | Management | For | For |
| 6.2 | Elect Director Tanya Burnell | Management | For | For |
| 6.3 | Elect Director Daniel Coombs | Management | For | For |
| 6.4 | Elect Director Jeffrey Fieler | Management | For | For |
| 6.5 | Elect Director Allen Jacoby | Management | For | For |
| 6.6 | Elect Director Fernando Musa | Management | For | For |
| 6.7 | Elect Director Dustin Olson | Management | For | For |
| 6.8 | Elect Director John Scott | Management | For | For |
| 7.1 | Elect Director Daniel Coombs | Management | For | For |
| 7.2 | Elect Director Jeffrey Fieler | Management | For | For |
| 7.3 | Elect Director Allen Jacoby | Management | For | For |
| 8 | Ratify Grant Thornton, LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 10 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| QUAKER CHEMICAL CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: KWR
SECURITY ID: 747316107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charlotte C. Decker | Management | For | For |
| 1b | Elect Director Ramaswami Seshasayee | Management | For | For |
| 1c | Elect Director Andrew E. Tometich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Approve Outside Director Stock Awards/Options in Lieu of Cash | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAMACO RESOURCES, INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: METC
SECURITY ID: 75134P303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Certificate of Incorporation | Management | For | For |
| RAMACO RESOURCES, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: METC
SECURITY ID: 75134P303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bryan H. Lawrence | Management | For | For |
| 1.2 | Elect Director David E.K. Frischkorn, Jr. | Management | For | For |
| 1.3 | Elect Director Patrick C. Graney, III | Management | For | Withhold |
| 2 | Ratify MCM CPAs & Advisors 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 |
| RANPAK HOLDINGS CORP.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PACK
SECURITY ID: 75321W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Gliedman | Management | For | For |
| 1.2 | Elect Director Alicia Tranen | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| RELIANCE STEEL & ALUMINUM CO.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RS
SECURITY ID: 759509102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lisa L. Baldwin | Management | For | For |
| 1b | Elect Director Karen W. Colonias | Management | For | For |
| 1c | Elect Director Frank J. Dellaquila | Management | For | For |
| 1d | Elect Director James D. Hoffman | Management | For | For |
| 1e | Elect Director Mark V. Kaminski | Management | For | For |
| 1f | Elect Director Karla R. Lewis | Management | For | For |
| 1g | Elect Director Robert A. McEvoy | Management | For | For |
| 1h | Elect Director David W. Seeger | Management | For | For |
| 1i | Elect Director Douglas W. Stotlar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| ROYAL GOLD, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: RGLD
SECURITY ID: 780287108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fabiana Chubbs | Management | For | For |
| 1b | Elect Director Kevin McArthur | Management | For | For |
| 1c | Elect Director Sybil Veenman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| RPM INTERNATIONAL INC.
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: RPM
SECURITY ID: 749685103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kirkland B. Andrews | Management | For | For |
| 1.2 | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1.3 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.4 | Elect Director Elizabeth F. Whited | 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 |
| RYERSON HOLDING CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: RYI
SECURITY ID: 783754104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kirk K. Calhoun | Management | For | For |
| 1.2 | Elect Director Jacob Kotzubei | Management | For | For |
| 1.3 | Elect Director Edward J. Lehner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| SCHNITZER STEEL INDUSTRIES, INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: SCHN
SECURITY ID: 806882106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory R. Friedman | Management | For | For |
| 1.2 | Elect Director Tamara L. Lundgren | Management | For | For |
| 1.3 | Elect Director Leslie L. Shoemaker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| SEALED AIR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SEE
SECURITY ID: 81211K100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elizabeth M. Adefioye | Management | For | For |
| 1b | Elect Director Zubaid Ahmad | Management | For | For |
| 1c | Elect Director Kevin C. Berryman | Management | For | For |
| 1d | Elect Director Francoise Colpron | Management | For | For |
| 1e | Elect Director Edward L. Doheny, II | Management | For | For |
| 1f | Elect Director Clay M. Johnson | Management | For | For |
| 1g | Elect Director Henry R. Keizer | Management | For | For |
| 1h | Elect Director Harry A. Lawton, III | Management | For | For |
| 1i | Elect Director Suzanne B. Rowland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SENSIENT TECHNOLOGIES CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SXT
SECURITY ID: 81725T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Carleone | Management | For | For |
| 1.2 | Elect Director Kathleen Da Cunha | Management | For | For |
| 1.3 | Elect Director Mario Ferruzzi | Management | For | For |
| 1.4 | Elect Director Carol R. Jackson | Management | For | For |
| 1.5 | Elect Director Sharad P. Jain | Management | For | For |
| 1.6 | Elect Director Donald W. Landry | Management | For | For |
| 1.7 | Elect Director Paul Manning | Management | For | For |
| 1.8 | Elect Director Deborah McKeithan-Gebhardt | Management | For | For |
| 1.9 | Elect Director Scott C. Morrison | Management | For | For |
| 1.10 | Elect Director Essie Whitelaw | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SILGAN HOLDINGS, INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: SLGN
SECURITY ID: 827048109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leigh J. Abramson | Management | For | For |
| 1.2 | Elect Director Robert B. Lewis | Management | For | For |
| 1.3 | Elect Director Niharika Ramdev | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SONOCO PRODUCTS COMPANY
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: SON
SECURITY ID: 835495102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven L. Boyd | Management | For | For |
| 1.2 | Elect Director R. Howard Coker | Management | For | For |
| 1.3 | Elect Director Pamela L. Davies | Management | For | For |
| 1.4 | Elect Director Theresa J. Drew | Management | For | For |
| 1.5 | Elect Director Philippe Guillemot | Management | For | For |
| 1.6 | Elect Director John R. Haley | Management | For | For |
| 1.7 | Elect Director Robert R. Hill, Jr. | Management | For | For |
| 1.8 | Elect Director Eleni Istavridis | Management | For | For |
| 1.9 | Elect Director Richard G. Kyle | Management | For | For |
| 1.10 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.11 | Elect Director Thomas E. Whiddon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| STEEL DYNAMICS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: STLD
SECURITY ID: 858119100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| STEPAN COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: SCL
SECURITY ID: 858586100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joaquin Delgado | Management | For | For |
| 1.2 | Elect Director F. Quinn Stepan, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SUMMIT MATERIALS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SUM
SECURITY ID: 86614U100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph S. Cantie | Management | For | For |
| 1.2 | Elect Director Anne M. Cooney | Management | For | For |
| 1.3 | Elect Director John R. Murphy | Management | For | For |
| 1.4 | Elect Director Anne P. Noonan | Management | For | For |
| 1.5 | Elect Director Tamla D. Oates-Forney | Management | For | For |
| 1.6 | Elect Director Steven H. Wunning | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SUNCOKE ENERGY, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: SXC
SECURITY ID: 86722A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Martha Z. Carnes | Management | For | For |
| 1.2 | Elect Director Katherine T. Gates | Management | For | For |
| 1.3 | Elect Director Andrei A. Mikhalevsky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SYLVAMO CORPORATION
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: SLVM
SECURITY ID: 871332102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jean-Michel Ribieras | Management | For | For |
| 1.2 | Elect Director Stan Askren | Management | For | For |
| 1.3 | Elect Director Christine S. Breves | Management | For | For |
| 1.4 | Elect Director Jeanmarie Desmond | Management | For | For |
| 1.5 | Elect Director Liz Gottung | Management | For | For |
| 1.6 | Elect Director Joia M. Johnson | Management | For | For |
| 1.7 | Elect Director Karl L. Meyers | Management | For | For |
| 1.8 | Elect Director David Petratis | Management | For | For |
| 1.9 | Elect Director J. Paul Rollinson | Management | For | For |
| 1.10 | Elect Director Mark W. Wilde | Management | For | For |
| 1.11 | Elect Director James P. Zallie | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE CHEMOURS COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CC
SECURITY ID: 163851108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Curtis V. Anastasio | Management | For | For |
| 1b | Elect Director Mary B. Cranston | Management | For | For |
| 1c | Elect Director Curtis J. Crawford | Management | For | For |
| 1d | Elect Director Dawn L. Farrell | Management | For | For |
| 1e | Elect Director Erin N. Kane | Management | For | For |
| 1f | Elect Director Sean D. Keohane | Management | For | For |
| 1g | Elect Director Mark E. Newman | Management | For | For |
| 1h | Elect Director Guillaume Pepy | Management | For | For |
| 1i | Elect Director Sandra Phillips Rogers | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE MOSAIC COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MOS
SECURITY ID: 61945C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Gregory L. Ebel | Management | For | For |
| 1c | Elect Director Timothy S. Gitzel | Management | For | For |
| 1d | Elect Director Denise C. Johnson | Management | For | For |
| 1e | Elect Director Emery N. Koenig | Management | For | For |
| 1f | Elect Director James (Joc) C. O'Rourke | Management | For | For |
| 1g | Elect Director David T. Seaton | Management | For | For |
| 1h | Elect Director Steven M. Seibert | Management | For | For |
| 1i | Elect Director Joao Roberto Goncalves Teixeira | Management | For | For |
| 1j | Elect Director Gretchen H. Watkins | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| THE SCOTTS MIRACLE-GRO COMPANY
MEETING DATE: JAN 23, 2023 |
||||
|
TICKER: SMG
SECURITY ID: 810186106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Hagedorn | Management | For | For |
| 1b | Elect Director Nancy G. Mistretta | Management | For | For |
| 1c | Elect Director Gerald Volas | Management | For | For |
| 1d | Elect Director Edith Aviles | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| THE SHERWIN-WILLIAMS COMPANY
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: SHW
SECURITY ID: 824348106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Arthur F. Anton | Management | For | For |
| 1c | Elect Director Jeff M. Fettig | Management | For | For |
| 1d | Elect Director John G. Morikis | Management | For | For |
| 1e | Elect Director Christine A. Poon | Management | For | For |
| 1f | Elect Director Aaron M. Powell | Management | For | For |
| 1g | Elect Director Marta R. Stewart | Management | For | For |
| 1h | Elect Director Michael H. Thaman | Management | For | For |
| 1i | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TIMKENSTEEL CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: TMST
SECURITY ID: 887399103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas J. Chirekos | Management | For | For |
| 1.2 | Elect Director Randall H. Edwards | Management | For | For |
| 1.3 | Elect Director Randall A. Wotring | Management | For | For |
| 1.4 | Elect Director Mary Ellen Baker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TREDEGAR CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: TG
SECURITY ID: 894650100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George C. Freeman, III | Management | For | For |
| 1.2 | Elect Director Kenneth R. Newsome | Management | For | For |
| 1.3 | Elect Director Gregory A. Pratt | Management | For | For |
| 1.4 | Elect Director Thomas G. Snead, Jr. | Management | For | For |
| 1.5 | Elect Director John M. Steitz | Management | For | For |
| 1.6 | Elect Director Carl E. Tack, III | Management | For | For |
| 1.7 | Elect Director Anne G. Waleski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| TRIMAS CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TRS
SECURITY ID: 896215209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Holly M. Boehne | Management | For | For |
| 1.2 | Elect Director Teresa M. Finley | Management | For | For |
| 1.3 | Elect Director Herbert K. Parker | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| TRINSEO S.A.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: TSE
SECURITY ID: G9059U107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K'lynne Johnson | Management | For | For |
| 1b | Elect Director Joseph Alvarado | Management | For | For |
| 1c | Elect Director Frank A. Bozich | Management | For | For |
| 1d | Elect Director Victoria Brifo | Management | For | For |
| 1e | Elect Director Jeffrey J. Cote | Management | For | For |
| 1f | Elect Director Pierre-Marie De Leener | Management | For | For |
| 1g | Elect Director Jeanmarie Desmond | Management | For | For |
| 1h | Elect Director Matthew Farrell | Management | For | For |
| 1i | Elect Director Sandra Beach Lin | Management | For | For |
| 1j | Elect Director Henri Steinmetz | Management | For | For |
| 1k | Elect Director Mark Tomkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Grant Board the Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Grant Board the Authority to Opt-Out of Statutory Pre-Emption Rights Under Irish Law | Management | For | For |
| 6 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 7 | Amend Omnibus Stock Plan | Management | For | For |
| TRONOX HOLDINGS PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: TROX
SECURITY ID: G9087Q102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ilan Kaufthal | Management | For | For |
| 1b | Elect Director John Romano | Management | For | For |
| 1c | Elect Director Jean-Francois Turgeon | Management | For | For |
| 1d | Elect Director Mutlaq Al- Morished | Management | For | For |
| 1e | Elect Director Vanessa Guthrie | Management | For | For |
| 1f | Elect Director Peter B. Johnston | Management | For | For |
| 1g | Elect Director Ginger M. Jones | Management | For | For |
| 1h | Elect Director Stephen Jones | Management | For | For |
| 1i | Elect Director Moazzam Khan | Management | For | For |
| 1j | Elect Director Sipho Nkosi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Policy | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers LLP as Statutory Auditors | Management | For | For |
| 8 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 9 | Authorise Issue of Equity | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorize Share Repurchase Program | Management | For | For |
| UNITED STATES LIME & MINERALS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: USLM
SECURITY ID: 911922102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy W. Byrne | Management | For | For |
| 1.2 | Elect Director Richard W. Cardin | Management | For | Withhold |
| 1.3 | Elect Director Antoine M. Doumet | Management | For | Withhold |
| 1.4 | Elect Director Sandre C. Duhe | Management | For | For |
| 1.5 | Elect Director Tom S. Hawkins, Jr. | Management | For | For |
| 1.6 | Elect Director Billy R. Hughes | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNITED STATES STEEL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: X
SECURITY ID: 912909108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Andrea J. Ayers | Management | For | For |
| 1c | Elect Director David B. Burritt | Management | For | For |
| 1d | Elect Director Alicia J. Davis | Management | For | For |
| 1e | Elect Director Terry L. Dunlap | Management | For | For |
| 1f | Elect Director John J. Engel | Management | For | For |
| 1g | Elect Director John V. Faraci | Management | For | For |
| 1h | Elect Director Murry S. Gerber | Management | For | For |
| 1i | Elect Director Jeh C. Johnson | Management | For | For |
| 1j | Elect Director Paul A. Mascarenas | Management | For | For |
| 1k | Elect Director Michael H. McGarry | Management | For | For |
| 1l | Elect Director David S. Sutherland | Management | For | For |
| 1m | Elect Director Patricia A. Tracey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VALVOLINE INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: VVV
SECURITY ID: 92047W101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald W. Evans, Jr. | Management | For | For |
| 1b | Elect Director Richard J. Freeland | Management | For | For |
| 1c | Elect Director Carol H. Kruse | Management | For | For |
| 1d | Elect Director Vada O. Manager | Management | For | For |
| 1e | Elect Director Samuel J. Mitchell, Jr. | Management | For | For |
| 1f | Elect Director Jennifer L. Slater | Management | For | For |
| 1g | Elect Director Charles M. Sonsteby | Management | For | For |
| 1h | Elect Director Mary J. Twinem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VULCAN MATERIALS COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: VMC
SECURITY ID: 929160109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melissa H. Anderson | Management | For | For |
| 1b | Elect Director O. B. Grayson Hall, Jr. | Management | For | For |
| 1c | Elect Director Lydia H. Kennard | Management | For | For |
| 1d | Elect Director James T. Prokopanko | Management | For | For |
| 1e | Elect Director George Willis | 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 |
| WARRIOR MET COAL, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: HCC
SECURITY ID: 93627C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ana B. Amicarella | Management | For | For |
| 1.2 | Elect Director J. Brett Harvey | Management | For | Against |
| 1.3 | Elect Director Walter J. Scheller, III | Management | For | For |
| 1.4 | Elect Director Lisa M. Schnorr | Management | For | For |
| 1.5 | Elect Director Alan H. Schumacher | Management | For | For |
| 1.6 | Elect Director Stephen D. Williams | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WESTLAKE CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: WLK
SECURITY ID: 960413102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a.1 | Elect Director Catherine T. Chao | Management | For | For |
| 1a.2 | Elect Director Marius A. Haas | Management | For | For |
| 1a.3 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1a.4 | Elect Director Jeffrey W. Sheets | Management | For | For |
| 1b.1 | Elect Director Carolyn C. Sabat | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| 7 | Strengthen 2030 GHG Reduction Targets and Adopt Long-Term Targets Aligned with Net Zero | Shareholder | Against | For |
| 8 | Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | For |
| WESTROCK COMPANY
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: WRK
SECURITY ID: 96145D105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Colleen F. Arnold | Management | For | For |
| 1b | Elect Director Timothy J. Bernlohr | Management | For | For |
| 1c | Elect Director J. Powell Brown | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Russell M. Currey | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Gracia C. Martore | Management | For | For |
| 1h | Elect Director James E. Nevels | Management | For | For |
| 1i | Elect Director E. Jean Savage | Management | For | For |
| 1j | Elect Director David B. Sewell | Management | For | For |
| 1k | Elect Director Dmitri L. Stockton | Management | For | For |
| 1l | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WORTHINGTON INDUSTRIES, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: WOR
SECURITY ID: 981811102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kerrii B. Anderson | Management | For | Withhold |
| 1.2 | Elect Director David P. Blom | Management | For | For |
| 1.3 | Elect Director John P. McConnell | Management | For | For |
| 1.4 | Elect Director Mary Schiavo | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI REAL ESTATE INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACADIA REALTY TRUST
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: AKR
SECURITY ID: 004239109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth F. Bernstein | Management | For | For |
| 1b | Elect Director Douglas Crocker, II | Management | For | For |
| 1c | Elect Director Mark A. Denien | Management | For | For |
| 1d | Elect Director Kenneth A. McIntyre | Management | For | For |
| 1e | Elect Director William T. Spitz | Management | For | For |
| 1f | Elect Director Lynn C. Thurber | Management | For | For |
| 1g | Elect Director Lee S. Wielansky | Management | For | For |
| 1h | Elect Director Hope B. Woodhouse | Management | For | For |
| 1i | Elect Director C. David Zoba | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AGREE REALTY CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ADC
SECURITY ID: 008492100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Merrie S. Frankel | Management | For | For |
| 1.2 | Elect Director John Rakolta, Jr. | Management | For | For |
| 1.3 | Elect Director Jerome Rossi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALEXANDER & BALDWIN, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ALEX
SECURITY ID: 014491104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher J. Benjamin | Management | For | For |
| 1.2 | Elect Director Diana M. Laing | Management | For | For |
| 1.3 | Elect Director John T. Leong | Management | For | For |
| 1.4 | Elect Director Thomas A. Lewis, Jr. | Management | For | For |
| 1.5 | Elect Director Douglas M. Pasquale | Management | For | For |
| 1.6 | Elect Director Michele K. Saito | Management | For | For |
| 1.7 | Elect Director Eric K. Yeaman | 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 |
| ALEXANDER'S, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ALX
SECURITY ID: 014752109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas R. DiBenedetto | Management | For | For |
| 1.2 | Elect Director Mandakini Puri | Management | For | For |
| 1.3 | Elect Director Russell B. Wight, 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 | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| ALEXANDRIA REAL ESTATE EQUITIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: ARE
SECURITY ID: 015271109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel S. Marcus | Management | For | For |
| 1b | Elect Director Steven R. Hash | Management | For | For |
| 1c | Elect Director James P. Cain | Management | For | For |
| 1d | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1e | Elect Director Maria C. Freire | Management | For | For |
| 1f | Elect Director Richard H. Klein | Management | For | For |
| 1g | Elect Director Michael A. Woronoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMERICAN ASSETS TRUST, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: AAT
SECURITY ID: 024013104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ernest S. Rady | Management | For | For |
| 1.2 | Elect Director Robert S. Sullivan | Management | For | For |
| 1.3 | Elect Director Thomas S. Olinger | Management | For | For |
| 1.4 | Elect Director Joy L. Schaefer | Management | For | For |
| 1.5 | Elect Director Nina A. Tran | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN CAMPUS COMMUNITIES, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: ACC
SECURITY ID: 024835100
|
||||
| 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 |
| AMERICAN HOMES 4 RENT
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: AMH
SECURITY ID: 02665T306
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew J. Hart | Management | For | For |
| 1b | Elect Director David P. Singelyn | Management | For | For |
| 1c | Elect Director Douglas N. Benham | Management | For | For |
| 1d | Elect Director Jack Corrigan | Management | For | For |
| 1e | Elect Director David Goldberg | Management | For | For |
| 1f | Elect Director Tamara H. Gustavson | Management | For | For |
| 1g | Elect Director Michelle C. Kerrick | Management | For | For |
| 1h | Elect Director James H. Kropp | Management | For | For |
| 1i | Elect Director Lynn C. Swann | Management | For | For |
| 1j | Elect Director Winifred M. Webb | Management | For | For |
| 1k | Elect Director Jay Willoughby | Management | For | For |
| 1l | Elect Director Matthew R. Zaist | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN TOWER CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMT
SECURITY ID: 03027X100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICOLD REALTY TRUST
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COLD
SECURITY ID: 03064D108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George F. Chappelle, Jr. | Management | For | For |
| 1b | Elect Director George J. Alburger, Jr. | Management | For | For |
| 1c | Elect Director Kelly H. Barrett | Management | For | For |
| 1d | Elect Director Robert L. Bass | Management | For | For |
| 1e | Elect Director Antonio F. Fernandez | Management | For | For |
| 1f | Elect Director Pamela K. Kohn | Management | For | For |
| 1g | Elect Director David J. Neithercut | Management | For | For |
| 1h | Elect Director Mark R. Patterson | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANYWHERE REAL ESTATE, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: HOUS
SECURITY ID: 75605Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fiona P. Dias | Management | For | For |
| 1b | Elect Director Matthew J. Espe | Management | For | For |
| 1c | Elect Director V. Ann Hailey | Management | For | For |
| 1d | Elect Director Bryson R. Koehler | Management | For | For |
| 1e | Elect Director Duncan L. Niederauer | Management | For | For |
| 1f | Elect Director Egbert L.J. Perry | Management | For | For |
| 1g | Elect Director Ryan M. Schneider | Management | For | For |
| 1h | Elect Director Enrique Silva | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Christopher S. Terrill | Management | For | For |
| 1k | Elect Director Felicia Williams | Management | For | For |
| 1l | Elect Director Michael J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Issue Updated Indemnification, Liability and Exculpation Agreements for Directors | Management | For | For |
| APARTMENT INCOME REIT CORP.
MEETING DATE: DEC 07, 2022 |
||||
|
TICKER: AIRC
SECURITY ID: 03750L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terry Considine | Management | For | For |
| 1.2 | Elect Director Thomas N. Bohjalian | Management | For | For |
| 1.3 | Elect Director Kristin R. Finney-Cooke | Management | For | For |
| 1.4 | Elect Director Thomas L. Keltner | Management | For | For |
| 1.5 | Elect Director Devin I. Murphy | Management | For | For |
| 1.6 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 1.7 | Elect Director John Dinha Rayis | Management | For | For |
| 1.8 | Elect Director Ann Sperling | Management | For | For |
| 1.9 | Elect Director Nina A. Tran | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| APARTMENT INVESTMENT AND MANAGEMENT COMPANY
MEETING DATE: DEC 16, 2022 |
||||
|
TICKER: AIV
SECURITY ID: 03748R747
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 3 Directors | ||||
| 1A | Elect Management Nominee Director Jay Paul Leupp | Management | For | Did Not Vote |
| 1B | Elect Management Nominee Director Michael A. Stein | Management | For | Did Not Vote |
| 1C | Elect Management Nominee Director R. Dary Stone | Management | For | Did Not Vote |
| 1D | Elect Dissident Nominee Director Michelle Applebaum | Shareholder | Withhold | Did Not Vote |
| 1E | Elect Dissident Nominee Director James P. Sullivan | Shareholder | Withhold | Did Not Vote |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Blue Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 3 Directors | ||||
| 1A | Elect Dissident Nominee Director Michelle Applebaum | Shareholder | For | Withhold |
| 1B | Elect Dissident Nominee Director James P. Sullivan | Shareholder | For | For |
| 1C | Elect Management Nominee Director Jay Paul Leupp | Management | For | For |
| 1D | Elect Management Nominee Director Michael A. Stein | Management | Withhold | Withhold |
| 1E | Elect Management Nominee Director R. Dary Stone | Management | Withhold | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | None | For |
| APPLE HOSPITALITY REIT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: APLE
SECURITY ID: 03784Y200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn W. Bunting | Management | For | For |
| 1.2 | Elect Director Jon A. Fosheim | Management | For | For |
| 1.3 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.4 | Elect Director Carolyn B. Handlon | Management | For | For |
| 1.5 | Elect Director Glade M. Knight | Management | For | For |
| 1.6 | Elect Director Justin G. Knight | Management | For | For |
| 1.7 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.8 | Elect Director L. Hugh Redd | Management | For | For |
| 1.9 | Elect Director Howard E. Woolley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ARMADA HOFFLER PROPERTIES, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: AHH
SECURITY ID: 04208T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George F. Allen | Management | For | For |
| 1b | Elect Director James A. Carroll | Management | For | For |
| 1c | Elect Director James C. Cherry | Management | For | For |
| 1d | Elect Director Dennis H. Gartman | Management | For | For |
| 1e | Elect Director Louis S. Haddad | Management | For | For |
| 1f | Elect Director Eva S. Hardy | Management | For | For |
| 1g | Elect Director Daniel A. Hoffler | Management | For | For |
| 1h | Elect Director A. Russell Kirk | Management | For | For |
| 1i | Elect Director John W. Snow | Management | 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 |
| AVALONBAY COMMUNITIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AVB
SECURITY ID: 053484101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glyn F. Aeppel | Management | For | For |
| 1b | Elect Director Terry S. Brown | Management | For | For |
| 1c | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1d | Elect Director Stephen P. Hills | Management | For | For |
| 1e | Elect Director Christopher B. Howard | Management | For | For |
| 1f | Elect Director Richard J. Lieb | Management | For | For |
| 1g | Elect Director Nnenna Lynch | Management | For | For |
| 1h | Elect Director Charles E. Mueller, Jr. | Management | For | For |
| 1i | Elect Director Timothy J. Naughton | Management | For | For |
| 1j | Elect Director Benjamin W. Schall | Management | For | For |
| 1k | Elect Director Susan Swanezy | Management | For | For |
| 1l | Elect Director W. Edward Walter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOSTON PROPERTIES, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: BXP
SECURITY ID: 101121101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Ayotte | Management | For | For |
| 1b | Elect Director Bruce W. Duncan | Management | For | For |
| 1c | Elect Director Carol B. Einiger | Management | For | For |
| 1d | Elect Director Diane J. Hoskins | Management | For | For |
| 1e | Elect Director Mary E. Kipp | Management | For | For |
| 1f | Elect Director Joel I. Klein | Management | For | For |
| 1g | Elect Director Douglas T. Linde | Management | For | For |
| 1h | Elect Director Matthew J. Lustig | Management | For | For |
| 1i | Elect Director Owen D. Thomas | Management | For | For |
| 1j | Elect Director William H. Walton, III | Management | For | For |
| 1k | Elect Director Derek Anthony (Tony) West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BRANDYWINE REALTY TRUST
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: BDN
SECURITY ID: 105368203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reginald DesRoches | Management | For | For |
| 1b | Elect Director James C. Diggs | Management | For | For |
| 1c | Elect Director H. Richard Haverstick, Jr. | Management | For | For |
| 1d | Elect Director Terri A. Herubin | Management | For | For |
| 1e | Elect Director Joan M. Lau | Management | For | For |
| 1f | Elect Director Charles P. Pizzi | Management | For | For |
| 1g | Elect Director Gerard H. Sweeney | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| BRIXMOR PROPERTY GROUP INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: BRX
SECURITY ID: 11120U105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Taylor, Jr. | Management | For | For |
| 1.2 | Elect Director Michael Berman | Management | For | For |
| 1.3 | Elect Director Julie Bowerman | Management | For | For |
| 1.4 | Elect Director Sheryl M. Crosland | Management | For | For |
| 1.5 | Elect Director Thomas W. Dickson | Management | For | For |
| 1.6 | Elect Director Daniel B. Hurwitz | Management | For | For |
| 1.7 | Elect Director Sandra A. J. Lawrence | Management | For | For |
| 1.8 | Elect Director William D. Rahm | 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 |
| BROADSTONE NET LEASE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BNL
SECURITY ID: 11135E203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laurie A. Hawkes | Management | For | For |
| 1.2 | Elect Director John D. Moragne | Management | For | For |
| 1.3 | Elect Director Denise Brooks-Williams | Management | For | For |
| 1.4 | Elect Director Michael A. Coke | Management | For | For |
| 1.5 | Elect Director Jessica Duran | Management | For | For |
| 1.6 | Elect Director Laura Felice | Management | For | For |
| 1.7 | Elect Director David M. Jacobstein | Management | For | For |
| 1.8 | Elect Director Shekar Narasimhan | Management | For | For |
| 1.9 | Elect Director James H. Watters | Management | For | For |
| 2 | Amend Charter | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CAMDEN PROPERTY TRUST
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: CPT
SECURITY ID: 133131102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard J. Campo | Management | For | For |
| 1b | Elect Director Javier E. Benito | Management | For | For |
| 1c | Elect Director Heather J. Brunner | Management | For | For |
| 1d | Elect Director Mark D. Gibson | Management | For | For |
| 1e | Elect Director Scott S. Ingraham | Management | For | For |
| 1f | Elect Director Renu Khator | Management | For | For |
| 1g | Elect Director D. Keith Oden | Management | For | For |
| 1h | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1i | Elect Director Steven A. Webster | Management | For | For |
| 1j | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CARETRUST REIT, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CTRE
SECURITY ID: 14174T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diana M. Laing | Management | For | For |
| 1b | Elect Director Anne Olson | Management | For | For |
| 1c | Elect Director Spencer G. Plumb | Management | For | For |
| 1d | Elect Director David M. Sedgwick | Management | For | For |
| 1e | Elect Director Careina D. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CATCHMARK TIMBER TRUST, INC.
MEETING DATE: SEP 13, 2022 |
||||
|
TICKER: CTT
SECURITY ID: 14912Y202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| CBL & ASSOCIATES PROPERTIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: CBL
SECURITY ID: 124830878
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marjorie L. Bowen | Management | For | For |
| 1.2 | Elect Director David J. Contis | Management | For | For |
| 1.3 | Elect Director David M. Fields | Management | For | For |
| 1.4 | Elect Director Robert G. Gifford | Management | For | For |
| 1.5 | Elect Director Jeffrey Kivitz | Management | For | For |
| 1.6 | Elect Director Stephen D. Lebovitz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CBRE GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CBRE
SECURITY ID: 12504L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Reginald H. Gilyard | Management | For | For |
| 1d | Elect Director Shira D. Goodman | Management | For | For |
| 1e | Elect Director E.M. Blake Hutcheson | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Susan Meaney | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director Robert E. Sulentic | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| CENTERSPACE
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CSR
SECURITY ID: 15202L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Schissel | Management | For | For |
| 1b | Elect Director Jeffrey P. Caira | Management | For | For |
| 1c | Elect Director Emily Nagle Green | Management | For | For |
| 1d | Elect Director Linda J. Hall | Management | For | For |
| 1e | Elect Director Rodney Jones-Tyson | Management | For | For |
| 1f | Elect Director Anne Olson | Management | For | For |
| 1g | Elect Director Mary J. Twinem | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CHATHAM LODGING TRUST
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CLDT
SECURITY ID: 16208T102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edwin B. Brewer | Management | For | For |
| 1.2 | Elect Director Jeffrey H. Fisher | Management | For | For |
| 1.3 | Elect Director David Grissen | Management | For | For |
| 1.4 | Elect Director Mary Beth Higgins | Management | For | For |
| 1.5 | Elect Director Robert Perlmutter | Management | For | For |
| 1.6 | Elect Director Rolf E. Ruhfus | Management | For | For |
| 1.7 | Elect Director Ethel Isaacs Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CITY OFFICE REIT, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CIO
SECURITY ID: 178587101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Sweet | Management | For | For |
| 1.2 | Elect Director James Farrar | Management | For | For |
| 1.3 | Elect Director Michael Mazan | Management | For | For |
| 1.4 | Elect Director John McLernon | Management | For | Against |
| 1.5 | Elect Director Sabah Mirza | Management | For | For |
| 1.6 | Elect Director Mark Murski | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COMMUNITY HEALTHCARE TRUST INCORPORATED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CHCT
SECURITY ID: 20369C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cathrine Cotman | Management | For | For |
| 1.2 | Elect Director David Dupuy | Management | For | For |
| 1.3 | Elect Director Alan Gardner | Management | For | For |
| 1.4 | Elect Director Claire Gulmi | Management | For | For |
| 1.5 | Elect Director Robert Hensley | Management | For | For |
| 1.6 | Elect Director Lawrence Van Horn | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| COMPASS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: COMP.EQ
SECURITY ID: 20464U100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Allan Leinwand | Management | For | For |
| 1b | Elect Director Charles Phillips | Management | For | For |
| 1c | Elect Director Pamela Thomas-Graham | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CORPORATE OFFICE PROPERTIES TRUST
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: OFC
SECURITY ID: 22002T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Brady | Management | For | For |
| 1b | Elect Director Stephen E. Budorick | Management | For | For |
| 1c | Elect Director Robert L. Denton, Sr. | Management | For | For |
| 1d | Elect Director Philip L. Hawkins | Management | For | For |
| 1e | Elect Director Steven D. Kesler | Management | For | For |
| 1f | Elect Director Letitia A. Long | Management | For | For |
| 1g | Elect Director Essye B. Miller | Management | For | For |
| 1h | Elect Director Raymond L. Owens | Management | For | For |
| 1i | Elect Director C. Taylor Pickett | Management | For | For |
| 1j | Elect Director Lisa G. Trimberger | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COUSINS PROPERTIES INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CUZ
SECURITY ID: 222795502
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles T. Cannada | Management | For | For |
| 1b | Elect Director Robert M. Chapman | Management | For | For |
| 1c | Elect Director M. Colin Connolly | Management | For | For |
| 1d | Elect Director Scott W. Fordham | Management | For | For |
| 1e | Elect Director Lillian C. Giornelli | Management | For | For |
| 1f | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1g | Elect Director Donna W. Hyland | Management | For | For |
| 1h | Elect Director Dionne Nelson | Management | For | For |
| 1i | Elect Director R. Dary Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CROWN CASTLE INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CCI
SECURITY ID: 22822V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| CUBESMART
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CUBE
SECURITY ID: 229663109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Piero Bussani | Management | For | For |
| 1.2 | Elect Director Jit Kee Chin | Management | For | For |
| 1.3 | Elect Director Dorothy Dowling | Management | For | For |
| 1.4 | Elect Director John W. Fain | Management | For | For |
| 1.5 | Elect Director Jair K. Lynch | Management | For | For |
| 1.6 | Elect Director Christopher P. Marr | Management | For | For |
| 1.7 | Elect Director Deborah Rather Salzberg | Management | For | For |
| 1.8 | Elect Director John F. Remondi | Management | For | For |
| 1.9 | Elect Director Jeffrey F. Rogatz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CUSHMAN & WAKEFIELD PLC
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: CWK
SECURITY ID: G2717B108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve the Repurchase Authorization, Form of Share Repurchase Contracts and Repurchase Counterparties | Management | For | For |
| CUSHMAN & WAKEFIELD PLC
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CWK
SECURITY ID: G2717B108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brett White | Management | For | For |
| 1.2 | Elect Director Jodie McLean | Management | For | For |
| 1.3 | Elect Director Billie Williamson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Ratify KPMG LLP as UK Statutory Auditor | Management | For | For |
| 4 | Authorize Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Approve Director Compensation Report | Management | For | For |
| 7 | Approve Director Compensation Policy | Management | For | For |
| 8 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 9 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| DIAMONDROCK HOSPITALITY COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: DRH
SECURITY ID: 252784301
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William W. McCarten | Management | For | For |
| 1b | Elect Director Mark W. Brugger | Management | For | For |
| 1c | Elect Director Timothy R. Chi | Management | For | For |
| 1d | Elect Director Michael A. Hartmeier | Management | For | For |
| 1e | Elect Director Kathleen A. Merrill | Management | For | For |
| 1f | Elect Director William J. Shaw | Management | For | For |
| 1g | Elect Director Bruce D. Wardinski | Management | For | For |
| 1h | Elect Director Tabassum S. Zalotrawala | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| DIGITAL REALTY TRUST, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DLR
SECURITY ID: 253868103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1b | Elect Director VeraLinn 'Dash' Jamieson | Management | For | For |
| 1c | Elect Director Kevin J. Kennedy | Management | For | For |
| 1d | Elect Director William G. LaPerch | Management | For | For |
| 1e | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1f | Elect Director Afshin Mohebbi | Management | For | For |
| 1g | Elect Director Mark R. Patterson | Management | For | For |
| 1h | Elect Director Mary Hogan Preusse | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | Against |
| 6 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| DIGITALBRIDGE GROUP, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: DBRG
SECURITY ID: 25401T603
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James Keith Brown | Management | For | For |
| 1.2 | Elect Director Nancy A. Curtin | Management | For | For |
| 1.3 | Elect Director Jeannie H. Diefenderfer | Management | For | For |
| 1.4 | Elect Director Jon A. Fosheim | Management | For | For |
| 1.5 | Elect Director Marc C. Ganzi | Management | For | For |
| 1.6 | Elect Director Gregory J. McCray | Management | For | For |
| 1.7 | Elect Director Shaka Rasheed | Management | For | For |
| 1.8 | Elect Director Dale Anne Reiss | Management | For | For |
| 1.9 | Elect Director David M. Tolley | 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 | Reduce Authorized Common Stock | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| DOMA HOLDINGS, INC.
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: DOMA
SECURITY ID: 25703A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stuart Miller | Management | For | For |
| 1.2 | Elect Director Charles Moldow | Management | For | For |
| 1.3 | Elect Director Karen Richardson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| DOUGLAS EMMETT, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DEI
SECURITY ID: 25960P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dan A. Emmett | Management | For | For |
| 1.2 | Elect Director Jordan L. Kaplan | Management | For | For |
| 1.3 | Elect Director Kenneth M. Panzer | Management | For | For |
| 1.4 | Elect Director Leslie E. Bider | Management | For | For |
| 1.5 | Elect Director Dorene C. Dominguez | Management | For | For |
| 1.6 | Elect Director David T. Feinberg | Management | For | For |
| 1.7 | Elect Director Ray C. Leonard | Management | For | For |
| 1.8 | Elect Director Virginia A. McFerran | Management | For | For |
| 1.9 | Elect Director Thomas E. O'Hern | Management | For | For |
| 1.10 | Elect Director William E. Simon, Jr. | Management | For | For |
| 1.11 | Elect Director Shirley Wang | Management | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| DUKE REALTY CORPORATION
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: DRE
SECURITY ID: 264411505
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| EASTERLY GOVERNMENT PROPERTIES, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: DEA
SECURITY ID: 27616P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darrell W. Crate | Management | For | For |
| 1.2 | Elect Director William C. Trimble, III | Management | For | For |
| 1.3 | Elect Director Michael P. Ibe | Management | For | For |
| 1.4 | Elect Director William H. Binnie | Management | For | For |
| 1.5 | Elect Director Cynthia A. Fisher | Management | For | For |
| 1.6 | Elect Director Scott D. Freeman | Management | For | For |
| 1.7 | Elect Director Emil W. Henry, Jr. | Management | For | For |
| 1.8 | Elect Director Tara S. Innes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| EASTGROUP PROPERTIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EGP
SECURITY ID: 277276101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director D. Pike Aloian | Management | For | For |
| 1b | Elect Director H. Eric Bolton, Jr. | Management | For | For |
| 1c | Elect Director Donald F. Colleran | Management | For | For |
| 1d | Elect Director David M. Fields | Management | For | For |
| 1e | Elect Director Marshall A. Loeb | Management | For | For |
| 1f | Elect Director Mary E. McCormick | Management | For | For |
| 1g | Elect Director Katherine M. Sandstrom | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| ELME COMMUNITIES
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ELME
SECURITY ID: 939653101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer S. Banner | Management | For | For |
| 1.2 | Elect Director Benjamin S. Butcher | Management | For | For |
| 1.3 | Elect Director Ellen M. Goitia | Management | For | For |
| 1.4 | Elect Director Paul T. McDermott | Management | For | For |
| 1.5 | Elect Director Thomas H. Nolan, Jr. | Management | For | For |
| 1.6 | Elect Director Anthony L. Winns | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EMPIRE STATE REALTY TRUST, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ESRT
SECURITY ID: 292104106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony E. Malkin | Management | For | For |
| 1.2 | Elect Director Thomas J. DeRosa | Management | For | For |
| 1.3 | Elect Director Steven J. Gilbert | Management | For | For |
| 1.4 | Elect Director S. Michael Giliberto | Management | For | For |
| 1.5 | Elect Director Patricia S. Han | Management | For | For |
| 1.6 | Elect Director Grant H. Hill | Management | For | For |
| 1.7 | Elect Director R. Paige Hood | Management | For | For |
| 1.8 | Elect Director James D. Robinson, IV | 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 |
| EPR PROPERTIES
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EPR
SECURITY ID: 26884U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter C. Brown | Management | For | For |
| 1.2 | Elect Director John P. Case, III | Management | For | For |
| 1.3 | Elect Director James B. Connor | Management | For | For |
| 1.4 | Elect Director Virginia E. Shanks | Management | For | For |
| 1.5 | Elect Director Gregory K. Silvers | Management | For | For |
| 1.6 | Elect Director Robin P. Sterneck | Management | For | For |
| 1.7 | Elect Director Lisa G. Trimberger | Management | For | For |
| 1.8 | Elect Director Caixia Y. Ziegler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| EQUINIX, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EQIX
SECURITY ID: 29444U700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| EQUITY COMMONWEALTH
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: EQC
SECURITY ID: 294628102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sam Zell *Withdrawn Resolution* | Management | None | None |
| 1.2 | Elect Director Ellen-Blair Chube | Management | For | For |
| 1.3 | Elect Director Martin L. Edelman | Management | For | For |
| 1.4 | Elect Director David A. Helfand | Management | For | For |
| 1.5 | Elect Director Peter Linneman | Management | For | For |
| 1.6 | Elect Director Mary Jane Robertson | Management | For | For |
| 1.7 | Elect Director Gerald A. Spector | Management | For | For |
| 1.8 | Elect Director James A. Star | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ELS
SECURITY ID: 29472R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Berkenfield | Management | For | For |
| 1.2 | Elect Director Derrick Burks | Management | For | For |
| 1.3 | Elect Director Philip Calian | Management | For | For |
| 1.4 | Elect Director David Contis | Management | For | For |
| 1.5 | Elect Director Constance Freedman | Management | For | For |
| 1.6 | Elect Director Thomas Heneghan | Management | For | For |
| 1.7 | Elect Director Marguerite Nader | Management | For | For |
| 1.8 | Elect Director Scott Peppet | Management | For | For |
| 1.9 | Elect Director Sheli Rosenberg | Management | For | For |
| 1.10 | Elect Director Samuel Zell | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EQUITY RESIDENTIAL
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: EQR
SECURITY ID: 29476L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Angela M. Aman | Management | For | For |
| 1.2 | Elect Director Linda Walker Bynoe | Management | For | For |
| 1.3 | Elect Director Mary Kay Haben | Management | For | For |
| 1.4 | Elect Director Tahsinul Zia Huque | Management | For | For |
| 1.5 | Elect Director John E. Neal | Management | For | For |
| 1.6 | Elect Director David J. Neithercut | Management | For | For |
| 1.7 | Elect Director Mark J. Parrell | Management | For | For |
| 1.8 | Elect Director Mark S. Shapiro | Management | For | For |
| 1.9 | Elect Director Stephen E. Sterrett | Management | For | For |
| 1.10 | Elect Director Samuel Zell - Withdrawn | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ESSENTIAL PROPERTIES REALTY TRUST, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: EPRT
SECURITY ID: 29670E107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul T. Bossidy | Management | For | For |
| 1.2 | Elect Director Joyce DeLucca | Management | For | For |
| 1.3 | Elect Director Scott A. Estes | Management | For | For |
| 1.4 | Elect Director Peter M. Mavoides | Management | For | For |
| 1.5 | Elect Director Lawrence J. Minich | Management | For | For |
| 1.6 | Elect Director Heather L. Neary | Management | For | For |
| 1.7 | Elect Director Stephen D. Sautel | Management | For | For |
| 1.8 | Elect Director Janaki Sivanesan | 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 Grant Thornton LLP as Auditors | Management | For | For |
| ESSEX PROPERTY TRUST, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ESS
SECURITY ID: 297178105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith R. Guericke | Management | For | For |
| 1b | Elect Director Maria R. Hawthorne | Management | For | For |
| 1c | Elect Director Amal M. Johnson | Management | For | For |
| 1d | Elect Director Mary Kasaris | Management | For | For |
| 1e | Elect Director Angela L. Kleiman | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director George M. Marcus | Management | For | For |
| 1h | Elect Director Thomas E. Robinson | Management | For | For |
| 1i | Elect Director Michael J. Schall | Management | For | For |
| 1j | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXP WORLD HOLDINGS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: EXPI
SECURITY ID: 30212W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glenn Sanford | Management | For | For |
| 1b | Elect Director Darren Jacklin | Management | For | For |
| 1c | Elect Director Jason Gesing | Management | For | Against |
| 1d | Elect Director Randall Miles | Management | For | For |
| 1e | Elect Director Dan Cahir | Management | For | For |
| 1f | Elect Director Monica Weakley | Management | For | For |
| 1g | Elect Director Peggie Pelosi | 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 |
| EXTRA SPACE STORAGE INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EXR
SECURITY ID: 30225T102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Woolley | Management | For | For |
| 1.2 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.3 | Elect Director Roger B. Porter | Management | For | For |
| 1.4 | Elect Director Jennifer Blouin | Management | For | For |
| 1.5 | Elect Director Joseph J. Bonner | Management | For | For |
| 1.6 | Elect Director Gary L. Crittenden | Management | For | For |
| 1.7 | Elect Director Spencer F. Kirk | Management | For | For |
| 1.8 | Elect Director Diane Olmstead | Management | For | For |
| 1.9 | Elect Director Jefferson S. Shreve | Management | For | For |
| 1.10 | Elect Director Julia Vander Ploeg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FARMLAND PARTNERS INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: FPI
SECURITY ID: 31154R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris A. Downey | Management | For | For |
| 1.2 | Elect Director Luca Fabbri | Management | For | For |
| 1.3 | Elect Director Joseph W. Glauber | Management | For | For |
| 1.4 | Elect Director John A. Good | Management | For | For |
| 1.5 | Elect Director Jennifer S. Grafton | Management | For | For |
| 1.6 | Elect Director Thomas P. Heneghan | Management | For | For |
| 1.7 | Elect Director Danny D. Moore | Management | For | For |
| 1.8 | Elect Director Paul A. Pittman | Management | For | For |
| 1.9 | Elect Director Murray R. Wise | Management | For | For |
| 2 | Ratify Plante & Moran, PLLC as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FEDERAL REALTY INVESTMENT TRUST
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: FRT
SECURITY ID: 313745101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David W. Faeder | Management | For | For |
| 1.2 | Elect Director Elizabeth I. Holland | Management | For | For |
| 1.3 | Elect Director Nicole Y. Lamb-Hale | Management | For | For |
| 1.4 | Elect Director Thomas A. McEachin | Management | For | For |
| 1.5 | Elect Director Anthony P. Nader, III | Management | For | For |
| 1.6 | Elect Director Gail P. Steinel | Management | For | For |
| 1.7 | Elect Director Donald C. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify Grant Thornton, LLP as Auditors | Management | For | For |
| FIRST INDUSTRIAL REALTY TRUST, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: FR
SECURITY ID: 32054K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter E. Baccile | Management | For | For |
| 1.2 | Elect Director Teresa Bryce Bazemore | Management | For | For |
| 1.3 | Elect Director Matthew S. Dominski | Management | For | For |
| 1.4 | Elect Director H. Patrick Hackett, Jr. | Management | For | For |
| 1.5 | Elect Director Denise A. Olsen | Management | For | For |
| 1.6 | Elect Director John E. Rau | Management | For | For |
| 1.7 | Elect Director Marcus L. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FORESTAR GROUP INC.
MEETING DATE: JAN 17, 2023 |
||||
|
TICKER: FOR
SECURITY ID: 346232101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Fuller | Management | For | For |
| 1b | Elect Director Lisa H. Jamieson | Management | For | For |
| 1c | Elect Director G.F. (Rick) Ringler, III | Management | For | For |
| 1d | Elect Director Donald C. Spitzer | Management | For | For |
| 1e | Elect Director Donald J. Tomnitz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FOUR CORNERS PROPERTY TRUST, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FCPT
SECURITY ID: 35086T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William H. Lenehan | Management | For | For |
| 1b | Elect Director John S. Moody | Management | For | For |
| 1c | Elect Director Douglas B. Hansen | Management | For | For |
| 1d | Elect Director Charles L. Jemley | Management | For | For |
| 1e | Elect Director Barbara Jesuele | Management | For | For |
| 1f | Elect Director Marran H. Ogilvie | Management | For | For |
| 1g | Elect Director Toni Steele | Management | For | For |
| 1h | Elect Director Liz Tennican | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FRP HOLDINGS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: FRPH
SECURITY ID: 30292L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Baker, II | Management | For | For |
| 1.2 | Elect Director Charles E. Commander, III | Management | For | For |
| 1.3 | Elect Director Martin E. "Hap" Stein, Jr. | Management | For | For |
| 1.4 | Elect Director John S. Surface | Management | For | For |
| 1.5 | Elect Director Nicole B. Thomas | Management | For | For |
| 1.6 | Elect Director William H. Walton, III | Management | For | For |
| 1.7 | Elect Director Margaret B. Wetherbee | Management | For | For |
| 2 | Ratify Hancock Askew & Co., LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GLPI
SECURITY ID: 36467J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter M. Carlino | Management | For | For |
| 1.2 | Elect Director JoAnne A. Epps | Management | For | For |
| 1.3 | Elect Director Carol 'Lili' Lynton | Management | For | For |
| 1.4 | Elect Director Joseph W. Marshall, III | Management | For | For |
| 1.5 | Elect Director James B. Perry | Management | For | For |
| 1.6 | Elect Director Barry F. Schwartz | Management | For | For |
| 1.7 | Elect Director Earl C. Shanks | Management | For | For |
| 1.8 | Elect Director E. Scott Urdang | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GETTY REALTY CORP.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: GTY
SECURITY ID: 374297109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher J. Constant | Management | For | For |
| 1b | Elect Director Milton Cooper | Management | For | For |
| 1c | Elect Director Philip E. Coviello | Management | For | For |
| 1d | Elect Director Evelyn Leon Infurna | Management | For | For |
| 1e | Elect Director Mary Lou Malanoski | Management | For | For |
| 1f | Elect Director Howard B. Safenowitz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| GLADSTONE COMMERCIAL CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: GOOD
SECURITY ID: 376536108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michela A. English | Management | For | For |
| 1.2 | Elect Director Anthony W. Parker | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| GLADSTONE LAND CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LAND
SECURITY ID: 376549101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Gladstone | Management | For | For |
| 1.2 | Elect Director Paul W. Adelgren | Management | For | For |
| 1.3 | Elect Director John H. Outland | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| GLOBAL MEDICAL REIT INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: GMRE
SECURITY ID: 37954A204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Busch | Management | For | For |
| 1.2 | Elect Director Matthew L. Cypher | Management | For | For |
| 1.3 | Elect Director Ronald Marston | Management | For | For |
| 1.4 | Elect Director Henry Cole | Management | For | For |
| 1.5 | Elect Director Zhang Huiqi | Management | For | For |
| 1.6 | Elect Director Paula R. Crowley | Management | For | For |
| 1.7 | Elect Director Lori Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| GLOBAL NET LEASE, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: GNL
SECURITY ID: 379378201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James L. Nelson | Management | For | For |
| 1.2 | Elect Director Edward M. Weil, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HEALTHCARE REALTY TRUST INCORPORATED
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: HR
SECURITY ID: 421946104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| HEALTHCARE REALTY TRUST, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: HR
SECURITY ID: 42226K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd J. Meredith | Management | For | For |
| 1.2 | Elect Director John V. Abbott | Management | For | For |
| 1.3 | Elect Director Nancy H. Agee | Management | For | For |
| 1.4 | Elect Director W. Bradley Blair, II | Management | For | For |
| 1.5 | Elect Director Vicki U. Booth | Management | For | For |
| 1.6 | Elect Director Edward H. Braman | Management | For | For |
| 1.7 | Elect Director Ajay Gupta | Management | For | For |
| 1.8 | Elect Director James J. Kilroy | Management | For | For |
| 1.9 | Elect Director Jay P. Leupp | Management | For | For |
| 1.10 | Elect Director Peter F. Lyle, Sr. | Management | For | For |
| 1.11 | Elect Director Constance B. Moore | Management | For | For |
| 1.12 | Elect Director John Knox Singleton | Management | For | For |
| 1.13 | Elect Director Christann M. Vasquez | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HEALTHCARE TRUST OF AMERICA, INC.
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: HTA
SECURITY ID: 42225P501
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| HEALTHPEAK PROPERTIES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PEAK
SECURITY ID: 42250P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott M. Brinker | Management | For | For |
| 1b | Elect Director Brian G. Cartwright | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director Christine N. Garvey | Management | For | For |
| 1e | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1f | Elect Director David B. Henry | Management | For | For |
| 1g | Elect Director Sara G. Lewis | Management | For | For |
| 1h | Elect Director Katherine M. Sandstrom | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HIGHWOODS PROPERTIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: HIW
SECURITY ID: 431284108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles A. Anderson | Management | For | For |
| 1.2 | Elect Director Gene H. Anderson | Management | For | For |
| 1.3 | Elect Director Thomas P. Anderson | Management | For | For |
| 1.4 | Elect Director Carlos E. Evans | Management | For | For |
| 1.5 | Elect Director David L. Gadis | Management | For | For |
| 1.6 | Elect Director David J. Hartzell | Management | For | For |
| 1.7 | Elect Director Theodore J. Klinck | Management | For | For |
| 1.8 | Elect Director Anne H. Lloyd | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HOST HOTELS & RESORTS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HST
SECURITY ID: 44107P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Diana M. Laing | Management | For | For |
| 1.4 | Elect Director Richard E. Marriott | Management | For | For |
| 1.5 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.6 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.7 | Elect Director James F. Risoleo | Management | For | For |
| 1.8 | Elect Director Gordon H. Smith | Management | For | For |
| 1.9 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUDSON PACIFIC PROPERTIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HPP
SECURITY ID: 444097109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor J. Coleman | Management | For | For |
| 1.2 | Elect Director Theodore R. Antenucci | Management | For | For |
| 1.3 | Elect Director Karen Brodkin | Management | For | For |
| 1.4 | Elect Director Ebs Burnough | Management | For | For |
| 1.5 | Elect Director Richard B. Fried | Management | For | For |
| 1.6 | Elect Director Jonathan M. Glaser | Management | For | For |
| 1.7 | Elect Director Christy Haubegger | Management | For | For |
| 1.8 | Elect Director Mark D. Linehan | Management | For | For |
| 1.9 | Elect Director Barry A. Sholem | Management | For | For |
| 1.10 | Elect Director Andrea Wong | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INDEPENDENCE REALTY TRUST, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: IRT
SECURITY ID: 45378A106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott F. Schaeffer | Management | For | For |
| 1.2 | Elect Director Stephen R. Bowie | Management | For | For |
| 1.3 | Elect Director Ned W. Brines | Management | For | For |
| 1.4 | Elect Director Richard D. Gebert | Management | For | For |
| 1.5 | Elect Director Melinda H. McClure | Management | For | For |
| 1.6 | Elect Director Thomas H. Purcell | Management | For | For |
| 1.7 | Elect Director Ana Marie del Rio | Management | For | For |
| 1.8 | Elect Director DeForest B. Soaries, Jr. | Management | For | For |
| 1.9 | Elect Director Lisa Washington | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INDUS REALTY TRUST, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: INDT
SECURITY ID: 45580R103
|
||||
| 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 |
| INVENTRUST PROPERTIES CORP.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: IVT
SECURITY ID: 46124J201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stuart Aitken | Management | For | For |
| 1b | Elect Director Amanda Black | Management | For | For |
| 1c | Elect Director Daniel J. Busch | Management | For | For |
| 1d | Elect Director Thomas F. Glavin | Management | For | For |
| 1e | Elect Director Scott A. Nelson | Management | For | For |
| 1f | Elect Director Paula Saban | Management | For | For |
| 1g | Elect Director Smita N. Shah | Management | For | For |
| 1h | Elect Director Michael A. Stein | Management | For | For |
| 1i | Elect Director Julian E. Whitehurst | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Charter to Allow Shareholders to Amend Bylaws | Management | For | For |
| INVITATION HOMES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: INVH
SECURITY ID: 46187W107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.2 | Elect Director Dallas B. Tanner | Management | For | For |
| 1.3 | Elect Director Jana Cohen Barbe | Management | For | For |
| 1.4 | Elect Director Richard D. Bronson | Management | For | For |
| 1.5 | Elect Director Jeffrey E. Kelter | Management | For | For |
| 1.6 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.7 | Elect Director John B. Rhea | Management | For | For |
| 1.8 | Elect Director Janice L. Sears | Management | For | For |
| 1.9 | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1.10 | Elect Director Keith D. Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IRON MOUNTAIN INCORPORATED
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: IRM
SECURITY ID: 46284V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Allerton | Management | For | For |
| 1b | Elect Director Pamela M. Arway | Management | For | For |
| 1c | Elect Director Clarke H. Bailey | Management | For | For |
| 1d | Elect Director Kent P. Dauten | Management | For | For |
| 1e | Elect Director Monte Ford | Management | For | For |
| 1f | Elect Director Robin L. Matlock | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Wendy J. Murdock | Management | For | For |
| 1i | Elect Director Walter C. Rakowich | Management | For | For |
| 1j | Elect Director Doyle R. Simons | 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 |
| ISTAR INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: STAR
SECURITY ID: 45031U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Issue Shares in Connection with Merger | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| JBG SMITH PROPERTIES
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: JBGS
SECURITY ID: 46590V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Phyllis R. Caldwell | Management | For | For |
| 1b | Elect Director Scott A. Estes | Management | For | For |
| 1c | Elect Director Alan S. Forman | Management | For | For |
| 1d | Elect Director Michael J. Glosserman | Management | For | For |
| 1e | Elect Director W. Matthew Kelly | Management | For | For |
| 1f | Elect Director Alisa M. Mall | Management | For | For |
| 1g | Elect Director Carol A. Melton | Management | For | For |
| 1h | Elect Director William J. Mulrow | Management | For | For |
| 1i | Elect Director D. Ellen Shuman | Management | For | For |
| 1j | Elect Director Robert A. Stewart | 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 |
| JONES LANG LASALLE INCORPORATED
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: JLL
SECURITY ID: 48020Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hugo Bague | Management | For | For |
| 1b | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1c | Elect Director Tina Ju | Management | For | For |
| 1d | Elect Director Bridget Macaskill | Management | For | For |
| 1e | Elect Director Deborah H. McAneny | Management | For | For |
| 1f | Elect Director Siddharth (Bobby) N. Mehta | Management | For | For |
| 1g | Elect Director Moses Ojeisekhoba | Management | For | For |
| 1h | Elect Director Jeetendra (Jeetu) I. Patel | Management | For | For |
| 1i | Elect Director Ann Marie Petach | Management | For | For |
| 1j | Elect Director Larry Quinlan | Management | For | For |
| 1k | Elect Director Efrain Rivera | Management | For | For |
| 1l | Elect Director Christian Ulbrich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| KENNEDY-WILSON HOLDINGS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: KW
SECURITY ID: 489398107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd Boehly | Management | For | For |
| 1.2 | Elect Director David A. Minella | Management | For | For |
| 1.3 | Elect Director Mary Ricks | Management | For | For |
| 1.4 | Elect Director Sanaz Zaimi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KILROY REALTY CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: KRC
SECURITY ID: 49427F108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Kilroy | Management | For | For |
| 1b | Elect Director Edward F. Brennan | Management | For | For |
| 1c | Elect Director Jolie Hunt | Management | For | For |
| 1d | Elect Director Scott S. Ingraham | Management | For | For |
| 1e | Elect Director Louisa G. Ritter | Management | For | For |
| 1f | Elect Director Gary R. Stevenson | Management | For | For |
| 1g | Elect Director Peter B. Stoneberg | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KIMCO REALTY CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KIM
SECURITY ID: 49446R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Milton Cooper | Management | For | For |
| 1b | Elect Director Philip E. Coviello | Management | For | For |
| 1c | Elect Director Conor C. Flynn | Management | For | For |
| 1d | Elect Director Frank Lourenso | Management | For | For |
| 1e | Elect Directorr Henry Moniz | Management | For | For |
| 1f | Elect Director Mary Hogan Preusse | Management | For | For |
| 1g | Elect Director Valerie Richardson | Management | For | For |
| 1h | Elect Director Richard B. Saltzman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| KITE REALTY GROUP TRUST
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: KRG
SECURITY ID: 49803T300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Kite | Management | For | For |
| 1b | Elect Director William E. Bindley | Management | For | For |
| 1c | Elect Director Bonnie S. Biumi | Management | For | For |
| 1d | Elect Director Derrick Burks | Management | For | For |
| 1e | Elect Director Victor J. Coleman | Management | For | For |
| 1f | Elect Director Gerald M. Gorski | Management | For | For |
| 1g | Elect Director Steven P. Grimes | Management | For | For |
| 1h | Elect Director Christie B. Kelly | Management | For | For |
| 1i | Elect Director Peter L. Lynch | Management | For | For |
| 1j | Elect Director David R. O'Reilly | Management | For | For |
| 1k | Elect Director Barton R. Peterson | Management | For | For |
| 1l | Elect Director Charles H. Wurtzebach | Management | For | For |
| 1m | Elect Director Caroline L. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LAMAR ADVERTISING COMPANY
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: LAMR
SECURITY ID: 512816109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Fletcher | Management | For | For |
| 1.2 | Elect Director John E. Koerner, III | Management | For | For |
| 1.3 | Elect Director Marshall A. Loeb | Management | For | For |
| 1.4 | Elect Director Stephen P. Mumblow | Management | For | For |
| 1.5 | Elect Director Thomas V. Reifenheiser | Management | For | For |
| 1.6 | Elect Director Anna Reilly | Management | For | For |
| 1.7 | Elect Director Kevin P. Reilly, Jr. | Management | For | For |
| 1.8 | Elect Director Wendell Reilly | Management | For | For |
| 1.9 | Elect Director Elizabeth Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIFE STORAGE, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LSI
SECURITY ID: 53223X107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark G. Barberio | Management | For | For |
| 1b | Elect Director Joseph V. Saffire | Management | For | For |
| 1c | Elect Director Stephen R. Rusmisel | Management | For | For |
| 1d | Elect Director Arthur L. Havener, Jr. | Management | For | For |
| 1e | Elect Director Dana Hamilton | Management | For | For |
| 1f | Elect Director Edward J. Pettinella | Management | For | For |
| 1g | Elect Director David L. Rogers | Management | For | For |
| 1h | Elect Director Susan Harnett | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LTC PROPERTIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: LTC
SECURITY ID: 502175102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cornelia Cheng | Management | For | For |
| 1b | Elect Director Boyd W. Hendrickson | Management | For | For |
| 1c | Elect Director James J. Pieczynski | Management | For | For |
| 1d | Elect Director Devra G. Shapiro | Management | For | For |
| 1e | Elect Director Wendy L. Simpson | Management | For | For |
| 1f | Elect Director Timothy J. Triche | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LXP INDUSTRIAL TRUST
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: LXP
SECURITY ID: 529043101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director T. Wilson Eglin | Management | For | For |
| 1.2 | Elect Director Lawrence L. Gray | Management | For | For |
| 1.3 | Elect Director Arun Gupta | Management | For | For |
| 1.4 | Elect Director Jamie Handwerker | Management | For | For |
| 1.5 | Elect Director Derrick Johnson | Management | For | For |
| 1.6 | Elect Director Claire A. Koeneman | Management | For | For |
| 1.7 | Elect Director Nancy Elizabeth Noe | Management | For | For |
| 1.8 | Elect Director Howard Roth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MARCUS & MILLICHAP, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: MMI
SECURITY ID: 566324109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norma J. Lawrence | Management | For | For |
| 1.2 | Elect Director Hessam Nadji | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MEDICAL PROPERTIES TRUST, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MPW
SECURITY ID: 58463J304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward K. Aldag, Jr. | Management | For | For |
| 1.2 | Elect Director G. Steven Dawson | Management | For | For |
| 1.3 | Elect Director R. Steven Hamner | Management | For | For |
| 1.4 | Elect Director Caterina A. Mozingo | Management | For | For |
| 1.5 | Elect Director Emily W. Murphy | Management | For | For |
| 1.6 | Elect Director Elizabeth N. Pitman | Management | For | For |
| 1.7 | Elect Director D. Paul Sparks, Jr. | Management | For | For |
| 1.8 | Elect Director Michael G. Stewart | Management | For | For |
| 1.9 | Elect Director C. Reynolds Thompson, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MID-AMERICA APARTMENT COMMUNITIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MAA
SECURITY ID: 59522J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director H. Eric Bolton, Jr. | Management | For | For |
| 1b | Elect Director Deborah H. Caplan | Management | For | For |
| 1c | Elect Director John P. Case | Management | For | For |
| 1d | Elect Director Tamara Fischer | Management | For | For |
| 1e | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1f | Elect Director Toni Jennings | Management | For | For |
| 1g | Elect Director Edith Kelly-Green | Management | For | For |
| 1h | Elect Director James K. Lowder | Management | For | For |
| 1i | Elect Director Thomas H. Lowder | Management | For | For |
| 1j | Elect Director Claude B. Nielsen | Management | For | For |
| 1k | Elect Director W. Reid Sanders | Management | For | For |
| 1l | Elect Director Gary S. Shorb | Management | For | For |
| 1m | Elect Director David P. Stockert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| NATIONAL HEALTH INVESTORS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: NHI
SECURITY ID: 63633D104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Andrew Adams | Management | For | For |
| 1b | Elect Director Tracy M.J. Colden | Management | For | For |
| 1c | Elect Director Robert A. McCabe, Jr. | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NNN
SECURITY ID: 637417106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela K.M. Beall | Management | For | For |
| 1b | Elect Director Steven D. Cosler | Management | For | For |
| 1c | Elect Director David M. Fick | Management | For | For |
| 1d | Elect Director Edward J. Fritsch | Management | For | For |
| 1e | Elect Director Elizabeth C. Gulacsy | Management | For | For |
| 1f | Elect Director Kevin B. Habicht | Management | For | For |
| 1g | Elect Director Betsy D. Holden | Management | For | For |
| 1h | Elect Director Stephen A. Horn, Jr. | Management | For | For |
| 1i | Elect Director Kamau O. Witherspoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NATIONAL STORAGE AFFILIATES TRUST
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: NSA
SECURITY ID: 637870106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tamara D. Fischer | Management | For | For |
| 1b | Elect Director Arlen D. Nordhagen | Management | For | For |
| 1c | Elect Director David G. Cramer | Management | For | For |
| 1d | Elect Director Paul W. Hylbert, Jr. | Management | For | For |
| 1e | Elect Director Chad L. Meisinger | Management | For | For |
| 1f | Elect Director Steven G. Osgood | Management | For | For |
| 1g | Elect Director Dominic M. Palazzo | Management | For | For |
| 1h | Elect Director Rebecca L. Steinfort | Management | For | For |
| 1i | Elect Director Mark Van Mourick | Management | For | For |
| 1j | Elect Director Charles F. Wu | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NETSTREIT CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NTST
SECURITY ID: 64119V303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Manheimer | Management | For | For |
| 1b | Elect Director Todd Minnis | Management | For | For |
| 1c | Elect Director Michael Christodolou | Management | For | For |
| 1d | Elect Director Heidi Everett | Management | For | For |
| 1e | Elect Director Matthew Troxell | Management | For | For |
| 1f | Elect Director Lori Wittman | Management | For | For |
| 1g | Elect Director Robin Zeigler | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NEWMARK GROUP, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: NMRK
SECURITY ID: 65158N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Howard W. Lutnick | Management | For | For |
| 1.2 | Elect Director Virginia S. Bauer | Management | For | For |
| 1.3 | Elect Director Kenneth A. McIntyre | Management | For | For |
| 1.4 | Elect Director Jay Itzkowitz | 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 |
| NEXPOINT RESIDENTIAL TRUST, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: NXRT
SECURITY ID: 65341D102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Dondero | Management | For | For |
| 1b | Elect Director Brian Mitts | Management | For | For |
| 1c | Elect Director Edward Constantino | Management | For | For |
| 1d | Elect Director Scott Kavanaugh | Management | For | For |
| 1e | Elect Director Arthur Laffer | Management | For | For |
| 1f | Elect Director Carol Swain | Management | For | For |
| 1g | Elect Director Catherine Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| OFFICE PROPERTIES INCOME TRUST
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: OPI
SECURITY ID: 67623C109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Donna D. Fraiche | Management | For | For |
| 1.2 | Elect Director Barbara D. Gilmore | Management | For | For |
| 1.3 | Elect Director John L. Harrington | Management | For | For |
| 1.4 | Elect Director William A. Lamkin | Management | For | For |
| 1.5 | Elect Director Elena B. Poptodorova | Management | For | For |
| 1.6 | Elect Director Jeffrey P. Somers | Management | For | For |
| 1.7 | Elect Director Mark A. Talley | Management | For | For |
| 1.8 | Elect Director Jennifer B. Clark | Management | For | For |
| 1.9 | Elect Director Adam D. Portnoy | 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 |
| OMEGA HEALTHCARE INVESTORS, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: OHI
SECURITY ID: 681936100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kapila K. Anand | Management | For | For |
| 1b | Elect Director Craig R. Callen | Management | For | For |
| 1c | Elect Director Lisa C. Egbuonu-Davis | Management | For | For |
| 1d | Elect Director Barbara B. Hill | Management | For | For |
| 1e | Elect Director Kevin J. Jacobs | Management | For | For |
| 1f | Elect Director C. Taylor Pickett | Management | For | For |
| 1g | Elect Director Stephen D. Plavin | Management | For | For |
| 1h | Elect Director Burke W. Whitman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| ONE LIBERTY PROPERTIES, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: OLP
SECURITY ID: 682406103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles L. Biederman | Management | For | Against |
| 1.2 | Elect Director Patrick J. Callan, Jr. | Management | For | For |
| 1.3 | Elect Director Jeffrey A. Gould | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OPENDOOR TECHNOLOGIES INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: OPEN
SECURITY ID: 683712103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason Kilar | Management | For | For |
| 1.2 | Elect Director Carrie Wheeler | Management | For | For |
| 1.3 | Elect Director Eric Wu | 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 |
| ORION OFFICE REIT INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: ONL
SECURITY ID: 68629Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul H. McDowell | Management | For | For |
| 1b | Elect Director Reginald H. Gilyard | Management | For | For |
| 1c | Elect Director Kathleen R. Allen | Management | For | For |
| 1d | Elect Director Richard J. Lieb | Management | For | For |
| 1e | Elect Director Gregory J. Whyte | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| OUTFRONT MEDIA INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: OUT
SECURITY ID: 69007J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicolas Brien | Management | For | For |
| 1b | Elect Director Angela Courtin | Management | For | For |
| 1c | Elect Director Manuel A. Diaz | Management | For | For |
| 1d | Elect Director Michael J. Dominguez | Management | For | For |
| 1e | Elect Director Jeremy J. Male | Management | For | For |
| 1f | Elect Director Peter Mathes | Management | For | For |
| 1g | Elect Director Susan M. Tolson | Management | For | For |
| 1h | Elect Director Joseph H. Wender | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| PARAMOUNT GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: PGRE
SECURITY ID: 69924R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Albert Behler | Management | For | For |
| 1b | Elect Director Thomas Armbrust | Management | For | For |
| 1c | Elect Director Martin Bussmann | Management | For | For |
| 1d | Elect Director Karin Klein | Management | For | For |
| 1e | Elect Director Peter Linneman | Management | For | For |
| 1f | Elect Director Katharina Otto-Bernstein | Management | For | For |
| 1g | Elect Director Mark Patterson | Management | For | For |
| 1h | Elect Director Hitoshi Saito | Management | For | For |
| 1i | Elect Director Paula Sutter | Management | For | For |
| 1j | Elect Director Greg Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PARK HOTELS & RESORTS INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: PK
SECURITY ID: 700517105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1B | Elect Director Patricia M. Bedient | Management | For | For |
| 1C | Elect Director Thomas D. Eckert | Management | For | For |
| 1D | Elect Director Geoffrey M. Garrett | Management | For | For |
| 1E | Elect Director Christie B. Kelly | Management | For | For |
| 1F | Elect Director Joseph I. Lieberman | Management | For | For |
| 1G | Elect Director Thomas A. Natelli | Management | For | For |
| 1H | Elect Director Timothy J. Naughton | Management | For | For |
| 1I | Elect Director Stephen I. Sadove | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PEBBLEBROOK HOTEL TRUST
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: PEB
SECURITY ID: 70509V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jon E. Bortz | Management | For | For |
| 1b | Elect Director Cydney C. Donnell | Management | For | For |
| 1c | Elect Director Ron E. Jackson | Management | For | For |
| 1d | Elect Director Phillip M. Miller | Management | For | For |
| 1e | Elect Director Michael J. Schall | Management | For | For |
| 1f | Elect Director Bonny W. Simi | Management | For | For |
| 1g | Elect Director Earl E. Webb | 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 |
| PHILLIPS EDISON & COMPANY, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PECO
SECURITY ID: 71844V201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey S. Edison | Management | For | For |
| 1b | Elect Director Leslie T. Chao | Management | For | For |
| 1c | Elect Director Elizabeth O. Fischer | Management | For | For |
| 1d | Elect Director Stephen R. Quazzo | Management | For | For |
| 1e | Elect Director Jane E. Silfen | Management | For | For |
| 1f | Elect Director John A. Strong | Management | For | For |
| 1g | Elect Director Gregory S. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PHYSICIANS REALTY TRUST
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: DOC
SECURITY ID: 71943U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John T. Thomas | Management | For | For |
| 1.2 | Elect Director Tommy G. Thompson | Management | For | For |
| 1.3 | Elect Director Stanton D. Anderson | Management | For | For |
| 1.4 | Elect Director Mark A. Baumgartner | Management | For | For |
| 1.5 | Elect Director Albert C. Black, Jr. | Management | For | For |
| 1.6 | Elect Director William A. Ebinger | Management | For | For |
| 1.7 | Elect Director Pamela J. Kessler | Management | For | For |
| 1.8 | Elect Director Ava E. Lias-Booker | Management | For | For |
| 1.9 | Elect Director Richard A. Weiss | Management | 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 |
| PIEDMONT OFFICE REALTY TRUST, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: PDM
SECURITY ID: 720190206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank C. McDowell | Management | For | For |
| 1.2 | Elect Director Kelly H. Barrett | Management | For | For |
| 1.3 | Elect Director Glenn G. Cohen | Management | For | For |
| 1.4 | Elect Director Venkatesh S. Durvasula | Management | For | For |
| 1.5 | Elect Director Mary M. Hager | Management | For | For |
| 1.6 | Elect Director Barbara B. Lang | Management | For | For |
| 1.7 | Elect Director C. Brent Smith | Management | For | For |
| 1.8 | Elect Director Jeffrey L. Swope | Management | For | For |
| 1.9 | Elect Director Dale H. Taysom | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PLYMOUTH INDUSTRIAL REIT, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: PLYM
SECURITY ID: 729640102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Philip S. Cottone | Management | For | Withhold |
| 1.2 | Elect Director Richard J. DeAgazio | Management | For | Withhold |
| 1.3 | Elect Director David G. Gaw | Management | For | For |
| 1.4 | Elect Director John W. Guinee | Management | For | For |
| 1.5 | Elect Director Caitlin Murphy | Management | For | For |
| 1.6 | Elect Director Pendleton P. White, Jr. | Management | For | For |
| 1.7 | Elect Director Jeffrey E. Witherell | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| POTLATCHDELTIC CORPORATION
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: PCH
SECURITY ID: 737630103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda M. Breard | Management | For | For |
| 1b | Elect Director Eric J. Cremers | Management | For | For |
| 1c | Elect Director James M. DeCosmo | Management | For | For |
| 1d | Elect Director Lawrence S. Peiros | 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 | Increase Authorized Common Stock | Management | For | For |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| PROLOGIS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PS BUSINESS PARKS, INC.
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: PSB
SECURITY ID: 69360J107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| PUBLIC STORAGE
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PSA
SECURITY ID: 74460D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| RAYONIER INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: RYN
SECURITY ID: 754907103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dod A. Fraser | Management | For | For |
| 1b | Elect Director Keith E. Bass | Management | For | For |
| 1c | Elect Director Gregg A. Gonsalves | Management | For | For |
| 1d | Elect Director Scott R. Jones | Management | For | For |
| 1e | Elect Director V. Larkin Martin | Management | For | For |
| 1f | Elect Director Meridee A. Moore | Management | For | For |
| 1g | Elect Director Ann C. Nelson | Management | For | For |
| 1h | Elect Director David L. Nunes | Management | For | For |
| 1i | Elect Director Matthew J. Rivers | Management | For | For |
| 1j | Elect Director Andrew G. Wiltshire | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| RE/MAX HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: RMAX
SECURITY ID: 75524W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roger J. Dow | Management | For | For |
| 1.2 | Elect Director Norman K. Jenkins | Management | For | For |
| 1.3 | Elect Director Laura G. Kelly | Management | For | For |
| 1.4 | Elect Director Katherine L. Scherping | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| REALTY INCOME CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: O
SECURITY ID: 756109104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Priscilla Almodovar | Management | For | For |
| 1b | Elect Director Jacqueline Brady | Management | For | For |
| 1c | Elect Director A. Larry Chapman | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Mary Hogan Preusse | Management | For | For |
| 1f | Elect Director Priya Cherian Huskins | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Michael D. McKee | Management | For | For |
| 1i | Elect Director Gregory T. McLaughlin | Management | For | For |
| 1j | Elect Director Ronald L. Merriman | Management | For | For |
| 1k | Elect Director Sumit Roy | 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 |
| REDFIN CORPORATION
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: RDFN
SECURITY ID: 75737F108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert Bass | Management | For | For |
| 1b | Elect Director Kerry D. Chandler | Management | For | For |
| 1c | Elect Director Glenn Kelman | 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 |
| REGENCY CENTERS CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: REG
SECURITY ID: 758849103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Stein, Jr. | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director C. Ronald Blankenship | Management | For | For |
| 1d | Elect Director Kristin A. Campbell | Management | For | For |
| 1e | Elect Director Deirdre J. Evens | Management | For | For |
| 1f | Elect Director Thomas W. Furphy | Management | For | For |
| 1g | Elect Director Karin M. Klein | Management | For | For |
| 1h | Elect Director Peter D. Linneman | Management | For | For |
| 1i | Elect Director David P. O'Connor | Management | For | For |
| 1j | Elect Director Lisa Palmer | Management | For | For |
| 1k | Elect Director James H. Simmons, III | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| RETAIL OPPORTUNITY INVESTMENTS CORP.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ROIC
SECURITY ID: 76131N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard A. Baker | Management | For | For |
| 1.2 | Elect Director Angela K. Ho | Management | For | For |
| 1.3 | Elect Director Michael J. Indiveri | Management | For | For |
| 1.4 | Elect Director Zabrina M. Jenkins | Management | For | For |
| 1.5 | Elect Director Lee S. Neibart | Management | For | For |
| 1.6 | Elect Director Adrienne B. Pitts | Management | For | For |
| 1.7 | Elect Director Laura H. Pomerantz | Management | For | For |
| 1.8 | Elect Director Stuart A. Tanz | Management | For | For |
| 1.9 | Elect Director Eric S. Zorn | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| REXFORD INDUSTRIAL REALTY, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: REXR
SECURITY ID: 76169C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Antin | Management | For | For |
| 1.2 | Elect Director Michael S. Frankel | Management | For | For |
| 1.3 | Elect Director Diana J. Ingram | Management | For | For |
| 1.4 | Elect Director Angela L. Kleiman | Management | For | For |
| 1.5 | Elect Director Debra L. Morris | Management | For | For |
| 1.6 | Elect Director Tyler H. Rose | Management | For | For |
| 1.7 | Elect Director Howard Schwimmer | Management | For | For |
| 1.8 | Elect Director Richard Ziman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RLJ LODGING TRUST
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: RLJ
SECURITY ID: 74965L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Johnson | Management | For | For |
| 1.2 | Elect Director Leslie D. Hale | Management | For | For |
| 1.3 | Elect Director Evan Bayh | Management | For | For |
| 1.4 | Elect Director Arthur R. Collins | Management | For | For |
| 1.5 | Elect Director Nathaniel A. Davis | Management | For | For |
| 1.6 | Elect Director Patricia L. Gibson | Management | For | For |
| 1.7 | Elect Director Robert M. La Forgia | Management | For | For |
| 1.8 | Elect Director Robert J. McCarthy | Management | For | For |
| 1.9 | Elect Director Robin Zeigler | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RPT REALTY
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: RPT
SECURITY ID: 74971D101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard L. Federico | Management | For | For |
| 1.2 | Elect Director Arthur H. Goldberg | Management | For | For |
| 1.3 | Elect Director Brian L. Harper | Management | For | For |
| 1.4 | Elect Director Joanna T. Lau | Management | For | For |
| 1.5 | Elect Director David J. Nettina | Management | For | For |
| 1.6 | Elect Director Laurie M. Shahon | Management | For | For |
| 1.7 | Elect Director Andrea M. Weiss | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| RYMAN HOSPITALITY PROPERTIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: RHP
SECURITY ID: 78377T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rachna Bhasin | Management | For | For |
| 1b | Elect Director Alvin Bowles, Jr. | Management | For | For |
| 1c | Elect Director Mark Fioravanti | Management | For | For |
| 1d | Elect Director William E. (Bill) Haslam | Management | For | For |
| 1e | Elect Director Fazal Merchant | Management | For | For |
| 1f | Elect Director Patrick Moore | Management | For | For |
| 1g | Elect Director Christine Pantoya | Management | For | For |
| 1h | Elect Director Robert Prather, Jr. | Management | For | For |
| 1i | Elect Director Colin Reed | Management | For | For |
| 1j | Elect Director Michael I. Roth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SABRA HEALTH CARE REIT, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: SBRA
SECURITY ID: 78573L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig A. Barbarosh | Management | For | For |
| 1b | Elect Director Katie Cusack | Management | For | For |
| 1c | Elect Director Michael J. Foster | Management | For | For |
| 1d | Elect Director Lynne S. Katzmann | Management | For | For |
| 1e | Elect Director Ann Kono | Management | For | For |
| 1f | Elect Director Jeffrey A. Malehorn | Management | For | For |
| 1g | Elect Director Richard K. Matros | Management | For | For |
| 1h | Elect Director Clifton J. Porter, II | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SAFEHOLD INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: SAFE
SECURITY ID: 78645L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Amend SAFE's Caret Program | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| SAFEHOLD, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: SAFE
SECURITY ID: 78646V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay Sugarman | Management | For | For |
| 1.2 | Elect Director Marcos Alvarado | Management | For | For |
| 1.3 | Elect Director Jesse Hom | Management | For | For |
| 1.4 | Elect Director Robin Josephs | Management | For | For |
| 1.5 | Elect Director Jay Nydick | Management | For | For |
| 1.6 | Elect Director Barry Ridings | Management | For | For |
| 1.7 | Elect Director Stefan Selig | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SAUL CENTERS, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: BFS
SECURITY ID: 804395101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director B. Francis Saul, II | Management | For | For |
| 1.2 | Elect Director John E. Chapoton | Management | For | Withhold |
| 1.3 | Elect Director D. Todd Pearson | Management | For | For |
| 1.4 | Elect Director H. Gregory Platts | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| SBA COMMUNICATIONS CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SBAC
SECURITY ID: 78410G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven E. Bernstein | Management | For | For |
| 1.2 | Elect Director Laurie Bowen | Management | For | For |
| 1.3 | Elect Director Amy E. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SERITAGE GROWTH PROPERTIES
MEETING DATE: OCT 24, 2022 |
||||
|
TICKER: SRG
SECURITY ID: 81752R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Adam Metz | Management | For | For |
| 1.2 | Elect Director Mitchell Sabshon | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Plan of Liquidation and Dissolution | Management | For | For |
| 5 | Advisory Vote on Golden Parachutes | Management | For | For |
| 6 | Declassify the Board of Directors | Management | For | For |
| 7 | Amend Declaration of Trust | Management | For | For |
| SERITAGE GROWTH PROPERTIES
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: SRG
SECURITY ID: 81752R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John T. McClain | Management | For | For |
| 1.2 | Elect Director Adam Metz | Management | For | For |
| 1.3 | Elect Director Talya Nevo-Hacohen | Management | For | For |
| 1.4 | Elect Director Andrea L. Olshan | Management | For | For |
| 1.5 | Elect Director Mitchell Sabshon | Management | For | For |
| 1.6 | Elect Director Allison L. Thrush | Management | For | For |
| 1.7 | Elect Director Mark Wilsmann | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SERVICE PROPERTIES TRUST
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: SVC
SECURITY ID: 81761L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laurie B. Burns | Management | For | For |
| 1.2 | Elect Director Robert E. Cramer | Management | For | For |
| 1.3 | Elect Director Donna D. Fraiche | Management | For | For |
| 1.4 | Elect Director John L. Harrington | Management | For | For |
| 1.5 | Elect Director William A. Lamkin | Management | For | For |
| 1.6 | Elect Director John G. Murray | Management | For | For |
| 1.7 | Elect Director Adam D. Portnoy | 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 |
| SIMON PROPERTY GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SPG
SECURITY ID: 828806109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | For |
| 1B | Elect Director Larry C. Glasscock | Management | For | For |
| 1C | Elect Director Allan Hubbard | Management | For | For |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | Against |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | For |
| 1G | Elect Director Peggy Fang Roe | Management | For | For |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SITE CENTERS CORP.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SITC
SECURITY ID: 82981J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Linda B. Abraham | Management | For | For |
| 1.2 | Elect Director Terrance R. Ahern | Management | For | For |
| 1.3 | Elect Director Jane E. DeFlorio | Management | For | For |
| 1.4 | Elect Director David R. Lukes | Management | For | For |
| 1.5 | Elect Director Victor B. MacFarlane | Management | For | For |
| 1.6 | Elect Director Alexander Otto | Management | For | For |
| 1.7 | Elect Director Barry A. Sholem | Management | For | For |
| 1.8 | Elect Director Dawn M. Sweeney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SL GREEN REALTY CORP.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: SLG
SECURITY ID: 78440X887
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Alschuler | Management | For | For |
| 1b | Elect Director Betsy S. Atkins | Management | For | For |
| 1c | Elect Director Carol N. Brown | Management | For | For |
| 1d | Elect Director Edwin T. Burton, III | Management | For | For |
| 1e | Elect Director Lauren B. Dillard | Management | For | For |
| 1f | Elect Director Stephen L. Green | Management | For | For |
| 1g | Elect Director Craig M. Hatkoff | Management | For | For |
| 1h | Elect Director Marc Holliday | Management | For | For |
| 1i | Elect Director Andrew W. Mathias | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SPIRIT REALTY CAPITAL, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: SRC
SECURITY ID: 84860W300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin M. Charlton | Management | For | For |
| 1.2 | Elect Director Elizabeth F. Frank | Management | For | For |
| 1.3 | Elect Director Michelle M. Frymire | Management | For | For |
| 1.4 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.5 | Elect Director Richard I. Gilchrist | Management | For | For |
| 1.6 | Elect Director Jackson Hsieh | Management | For | For |
| 1.7 | Elect Director Diana M. Laing | Management | For | For |
| 1.8 | Elect Director Nicholas P. Shepherd | Management | For | For |
| 1.9 | Elect Director Thomas J. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STAG INDUSTRIAL, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: STAG
SECURITY ID: 85254J102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin S. Butcher | Management | For | For |
| 1b | Elect Director Jit Kee Chin | Management | For | For |
| 1c | Elect Director Virgis W. Colbert | Management | For | For |
| 1d | Elect Director William R. Crooker | Management | For | For |
| 1e | Elect Director Michelle S. Dilley | Management | For | For |
| 1f | Elect Director Jeffrey D. Furber | Management | For | For |
| 1g | Elect Director Larry T. Guillemette | Management | For | For |
| 1h | Elect Director Francis X. Jacoby, III | Management | For | For |
| 1i | Elect Director Christopher P. Marr | Management | For | For |
| 1j | Elect Director Hans S. Weger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STORE CAPITAL CORPORATION
MEETING DATE: DEC 09, 2022 |
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|
TICKER: STOR
SECURITY ID: 862121100
|
||||
| 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 |
| SUMMIT HOTEL PROPERTIES, INC.
MEETING DATE: MAY 24, 2023 |
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|
TICKER: INN
SECURITY ID: 866082100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bjorn R. L. Hanson | Management | For | For |
| 1b | Elect Director Jeffrey W. Jones | Management | For | For |
| 1c | Elect Director Kenneth J. Kay | Management | For | For |
| 1d | Elect Director Mehulkumar B. Patel | Management | For | For |
| 1e | Elect Director Amina Belouizdad Porter | Management | For | For |
| 1f | Elect Director Jonathan P. Stanner | Management | For | For |
| 1g | Elect Director Thomas W. Storey | Management | For | For |
| 1h | Elect Director Hope S. Taitz | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SUN COMMUNITIES, INC.
MEETING DATE: MAY 16, 2023 |
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|
TICKER: SUI
SECURITY ID: 866674104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary A. Shiffman | Management | For | For |
| 1b | Elect Director Tonya Allen | Management | For | For |
| 1c | Elect Director Meghan G. Baivier | Management | For | For |
| 1d | Elect Director Stephanie W. Bergeron | Management | For | For |
| 1e | Elect Director Jeff T. Blau | Management | For | For |
| 1f | Elect Director Brian M. Hermelin | Management | For | For |
| 1g | Elect Director Ronald A. Klein | Management | For | For |
| 1h | Elect Director Clunet R. Lewis | Management | For | For |
| 1i | Elect Director Arthur A. Weiss | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| SUNSTONE HOTEL INVESTORS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SHO
SECURITY ID: 867892101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Blake Baird | Management | For | For |
| 1b | Elect Director Andrew Batinovich | Management | For | For |
| 1c | Elect Director Monica S. Digilio | Management | For | For |
| 1d | Elect Director Kristina M. Leslie | Management | For | For |
| 1e | Elect Director Murray J. McCabe | Management | For | For |
| 1f | Elect Director Verett Mims | Management | For | For |
| 1g | Elect Director Douglas M. Pasquale | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TANGER FACTORY OUTLET CENTERS, INC.
MEETING DATE: MAY 19, 2023 |
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|
TICKER: SKT
SECURITY ID: 875465106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey B. Citrin | Management | For | For |
| 1.2 | Elect Director David B. Henry | Management | For | For |
| 1.3 | Elect Director Sandeep L. Mathrani | Management | For | For |
| 1.4 | Elect Director Thomas J. Reddin | Management | For | For |
| 1.5 | Elect Director Bridget M. Ryan-Berman | Management | For | For |
| 1.6 | Elect Director Susan E. Skerritt | Management | For | For |
| 1.7 | Elect Director Steven B. Tanger | Management | For | For |
| 1.8 | Elect Director Luis A. Ubinas | Management | For | For |
| 1.9 | Elect Director Stephen J. Yalof | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TEJON RANCH CO.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TRC
SECURITY ID: 879080109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven A. Betts | Management | For | For |
| 1.2 | Elect Director Gregory S. Bielli | Management | For | For |
| 1.3 | Elect Director Anthony L. Leggio | Management | For | For |
| 1.4 | Elect Director Norman J. Metcalfe | Management | For | For |
| 1.5 | Elect Director Rhea Frawn Morgan | Management | For | For |
| 1.6 | Elect Director Geoffrey L. Stack | Management | For | For |
| 1.7 | Elect Director Daniel R. Tisch | Management | For | For |
| 1.8 | Elect Director Michael H. Winer | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| TERRENO REALTY CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: TRNO
SECURITY ID: 88146M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Blake Baird | Management | For | For |
| 1b | Elect Director Michael A. Coke | Management | For | For |
| 1c | Elect Director Linda Assante | Management | For | For |
| 1d | Elect Director Gary N. Boston | Management | For | For |
| 1e | Elect Director LeRoy E. Carlson | Management | For | For |
| 1f | Elect Director Irene H. Oh | Management | For | For |
| 1g | Elect Director Douglas M. Pasquale | Management | For | For |
| 1h | Elect Director Dennis Polk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE HOWARD HUGHES CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HHC
SECURITY ID: 44267D107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William A. Ackman | Management | For | For |
| 1b | Elect Director David Eun | Management | For | For |
| 1c | Elect Director Adam Flatto | Management | For | For |
| 1d | Elect Director Beth Kaplan | Management | For | For |
| 1e | Elect Director Allen Model | Management | For | For |
| 1f | Elect Director David O'Reilly | Management | For | For |
| 1g | Elect Director R. Scot Sellers | Management | For | For |
| 1h | Elect Director Steven Shepsman | Management | For | For |
| 1i | Elect Director Mary Ann Tighe | Management | For | For |
| 1j | Elect Director Anthony Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE MACERICH COMPANY
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: MAC
SECURITY ID: 554382101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peggy Alford | Management | For | For |
| 1b | Elect Director Eric K. Brandt | Management | For | For |
| 1c | Elect Director Edward C. Coppola | Management | For | For |
| 1d | Elect Director Steven R. Hash | Management | For | For |
| 1e | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1f | Elect Director Daniel J. Hirsch | Management | For | For |
| 1g | Elect Director Marianne Lowenthal | Management | For | For |
| 1h | Elect Director Thomas E. O'Hern | Management | For | For |
| 1i | Elect Director Steven L. Soboroff | Management | For | For |
| 1j | Elect Director Andrea M. Stephen | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE NECESSITY RETAIL REIT, INC.
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: RTL
SECURITY ID: 02607T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lisa D. Kabnick | Management | For | For |
| 1.2 | Elect Director Edward M. Weil, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| THE RMR GROUP INC.
MEETING DATE: MAR 29, 2023 |
||||
|
TICKER: RMR
SECURITY ID: 74967R106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer B. Clark | Management | For | For |
| 1.2 | Elect Director Ann Logan | Management | For | For |
| 1.3 | Elect Director Rosen Plevneliev | Management | For | For |
| 1.4 | Elect Director Adam D. Portnoy | Management | For | For |
| 1.5 | Elect Director Jonathan Veitch | Management | For | For |
| 1.6 | Elect Director Walter C. Watkins, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE ST. JOE COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JOE
SECURITY ID: 790148100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar L. Alvarez | Management | For | For |
| 1b | Elect Director Bruce R. Berkowitz | Management | For | For |
| 1c | Elect Director Howard S. Frank | Management | For | Against |
| 1d | Elect Director Jorge L. Gonzalez | Management | For | For |
| 1e | Elect Director Thomas P. Murphy, Jr. | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UDR, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: UDR
SECURITY ID: 902653104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Katherine A. Cattanach | Management | For | For |
| 1b | Elect Director Jon A. Grove | Management | For | For |
| 1c | Elect Director Mary Ann King | Management | For | For |
| 1d | Elect Director James D. Klingbeil | Management | For | For |
| 1e | Elect Director Clint D. McDonnough | Management | For | For |
| 1f | Elect Director Robert A. McNamara | Management | For | For |
| 1g | Elect Director Diane M. Morefield | Management | For | For |
| 1h | Elect Director Kevin C. Nickelberry | Management | For | For |
| 1i | Elect Director Mark R. Patterson | Management | For | For |
| 1j | Elect Director Thomas W. Toomey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UMH PROPERTIES, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: UMH
SECURITY ID: 903002103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey A. Carus | Management | For | For |
| 1.2 | Elect Director Matthew I. Hirsch | Management | For | For |
| 1.3 | Elect Director Angela D. Pruitt-Marriott | Management | For | For |
| 1.4 | Elect Director Kenneth K. Quigley, Jr. | Management | For | For |
| 2 | Ratify PKF O'Connor Davies, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| UNITI GROUP INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: UNIT
SECURITY ID: 91325V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director Scott G. Bruce | Management | For | For |
| 1c | Elect Director Francis X. (Skip) Frantz | Management | For | For |
| 1d | Elect Director Kenneth A. Gunderman | Management | For | For |
| 1e | Elect Director Carmen Perez-Carlton | 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 KPMG LLP as Auditors | Management | For | For |
| UNIVERSAL HEALTH REALTY INCOME TRUST
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: UHT
SECURITY ID: 91359E105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan B. Miller | Management | For | For |
| 1.2 | Elect Director Robert F. McCadden | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| URBAN EDGE PROPERTIES
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: UE
SECURITY ID: 91704F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey S. Olson | Management | For | For |
| 1b | Elect Director Mary L. Baglivo | Management | For | For |
| 1c | Elect Director Steven H. Grapstein | Management | For | For |
| 1d | Elect Director Steven J. Guttman | Management | For | For |
| 1e | Elect Director Norman K. Jenkins | Management | For | For |
| 1f | Elect Director Kevin P. O'Shea | Management | For | For |
| 1g | Elect Director Catherine D. Rice | Management | For | For |
| 1h | Elect Director Katherine M. Sandstrom | Management | For | For |
| 1i | Elect Director Douglas W. Sesler | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| URSTADT BIDDLE PROPERTIES INC.
MEETING DATE: MAR 22, 2023 |
||||
|
TICKER: UBA
SECURITY ID: 917286205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin J. Bannon | Management | For | Against |
| 1b | Elect Director Richard Grellier | Management | For | Against |
| 1c | Elect Director Charles D. Urstadt | Management | For | For |
| 2 | Ratify PKF O'Connor Davies, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Restricted Stock Plan | Management | For | Against |
| VENTAS INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: VTR
SECURITY ID: 92276F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Michael J. Embler | Management | For | For |
| 1d | Elect Director Matthew J. Lustig | Management | For | For |
| 1e | Elect Director Roxanne M. Martino | Management | For | For |
| 1f | Elect Director Marguerite M. Nader | Management | For | For |
| 1g | Elect Director Sean P. Nolan | Management | For | For |
| 1h | Elect Director Walter C. Rakowich | Management | For | For |
| 1i | Elect Director Sumit Roy | Management | For | For |
| 1j | Elect Director James D. Shelton | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| VERIS RESIDENTIAL, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: VRE
SECURITY ID: 554489104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederic Cumenal | Management | For | For |
| 1.2 | Elect Director Ronald M. Dickerman | Management | For | For |
| 1.3 | Elect Director Tammy K. Jones | Management | For | For |
| 1.4 | Elect Director A. Akiva Katz | Management | For | For |
| 1.5 | Elect Director Nori Gerardo Lietz | Management | For | For |
| 1.6 | Elect Director Victor B. MacFarlane | Management | For | For |
| 1.7 | Elect Director Mahbod Nia | Management | For | For |
| 1.8 | Elect Director Howard S. Stern | Management | For | For |
| 1.9 | Elect Director Stephanie L. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditor | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement and Cause Requirements for the Removal of Directors | Management | For | For |
| VICI PROPERTIES INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: VICI
SECURITY ID: 925652109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VORNADO REALTY TRUST
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: VNO
SECURITY ID: 929042109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven Roth | Management | For | For |
| 1.2 | Elect Director Candace K. Beinecke | Management | For | For |
| 1.3 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.4 | Elect Director Beatrice Hamza Bassey | Management | For | For |
| 1.5 | Elect Director William W. Helman, IV | Management | For | For |
| 1.6 | Elect Director David M. Mandelbaum | Management | For | For |
| 1.7 | Elect Director Raymond J. McGuire | Management | For | For |
| 1.8 | Elect Director Mandakini Puri | Management | For | For |
| 1.9 | Elect Director Daniel R. Tisch | Management | For | For |
| 1.10 | Elect Director Russell B. Wight, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| W. P. CAREY INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: WPC
SECURITY ID: 92936U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Alexander | Management | For | For |
| 1b | Elect Director Constantin H. Beier | Management | For | For |
| 1c | Elect Director Tonit M. Calaway | Management | For | For |
| 1d | Elect Director Peter J. Farrell | Management | For | For |
| 1e | Elect Director Robert J. Flanagan | Management | For | For |
| 1f | Elect Director Jason E. Fox | Management | For | For |
| 1g | Elect Director Jean Hoysradt | Management | For | For |
| 1h | Elect Director Margaret G. Lewis | Management | For | For |
| 1i | Elect Director Christopher J. Niehaus | Management | For | For |
| 1j | Elect Director Elisabeth T. Stheeman | Management | For | For |
| 1k | Elect Director Nick J.M. van Ommen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| WELLTOWER INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: WELL
SECURITY ID: 95040Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WEWORK INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: WE
SECURITY ID: 96209A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| WEWORK INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: WE
SECURITY ID: 96209A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandeep Mathrani - Withdrawn | Management | None | None |
| 1b | Elect Director Alex Clavel | Management | For | For |
| 1c | Elect Director Bruce Dunlevie - Withdrawn | Management | None | None |
| 1d | Elect Director Daniel Hurwitz | Management | For | For |
| 1e | Elect Director Veronique Laury | Management | For | For |
| 1f | Elect Director Vikas Parekh | Management | For | For |
| 1g | Elect Director Deven Parekh | Management | For | For |
| 1h | Elect Director Vivek Ranadive | Management | For | For |
| 1i | Elect Director David Tolley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| WEYERHAEUSER COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WY
SECURITY ID: 962166104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Emmert | Management | For | For |
| 1b | Elect Director Rick R. Holley | Management | For | For |
| 1c | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1d | Elect Director Deidra C. Merriwether | Management | For | For |
| 1e | Elect Director Al Monaco | Management | For | For |
| 1f | Elect Director Nicole W. Piasecki | Management | For | For |
| 1g | Elect Director Lawrence A. Selzer | Management | For | For |
| 1h | Elect Director Devin W. Stockfish | Management | For | For |
| 1i | Elect Director Kim Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| WHITESTONE REIT
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WSR
SECURITY ID: 966084204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nandita V. Berry | Management | For | For |
| 1.2 | Elect Director Julia B. Buthman | Management | For | For |
| 1.3 | Elect Director Amy S. Feng | Management | For | For |
| 1.4 | Elect Director David K. Holeman | Management | For | For |
| 1.5 | Elect Director Jeffrey A. Jones | Management | For | For |
| 1.6 | Elect Director David F. Taylor | 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 Pannell Kerr Forster of Texas, P.C. as Auditors | Management | For | For |
| XENIA HOTELS & RESORTS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: XHR
SECURITY ID: 984017103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marcel Verbaas | Management | For | For |
| 1b | Elect Director Keith E. Bass | Management | For | For |
| 1c | Elect Director Thomas M. Gartland | Management | For | For |
| 1d | Elect Director Beverly K. Goulet | Management | For | For |
| 1e | Elect Director Arlene Isaacs-Lowe | Management | For | For |
| 1f | Elect Director Mary E. McCormick | Management | For | For |
| 1g | Elect Director Terrence Moorehead | Management | For | For |
| 1h | Elect Director Dennis D. Oklak | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MSCI UTILITIES INDEX ETF - SUB-ADVISER: BLACKROCK
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ALLETE, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ALE
SECURITY ID: 018522300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bethany M. Owen | Management | For | For |
| 1b | Elect Director Susan K. Nestegard | Management | For | For |
| 1c | Elect Director George G. Goldfarb | Management | For | For |
| 1d | Elect Director James J. Hoolihan | Management | For | For |
| 1e | Elect Director Madeleine W. Ludlow | Management | For | For |
| 1f | Elect Director Charles R. Matthews | Management | For | For |
| 1g | Elect Director Douglas C. Neve | Management | For | For |
| 1h | Elect Director Barbara A. Nick | Management | For | For |
| 1i | Elect Director Robert P. Powers | Management | For | For |
| 1j | Elect Director Charlene A. Thomas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALLIANT ENERGY CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: LNT
SECURITY ID: 018802108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephanie L. Cox | Management | For | For |
| 1b | Elect Director Patrick E. Allen | Management | For | For |
| 1c | Elect Director Michael D. Garcia | Management | For | For |
| 1d | Elect Director Susan D. Whiting | 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 |
| ALTUS POWER, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: AMPS
SECURITY ID: 02217A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christine R. Detrick | Management | For | Did Not Vote |
| 1b | Elect Director Robert M. Horn | Management | For | Did Not Vote |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | Did Not Vote |
| AMEREN CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AEE
SECURITY ID: 023608102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Cynthia J. Brinkley | Management | For | For |
| 1c | Elect Director Catherine S. Brune | Management | For | For |
| 1d | Elect Director J. Edward Coleman | Management | For | For |
| 1e | Elect Director Ward H. Dickson | Management | For | For |
| 1f | Elect Director Noelle K. Eder | Management | For | For |
| 1g | Elect Director Ellen M. Fitzsimmons | Management | For | For |
| 1h | Elect Director Rafael Flores | Management | For | For |
| 1i | Elect Director Richard J. Harshman | Management | For | For |
| 1j | Elect Director Craig S. Ivey | Management | For | For |
| 1k | Elect Director James C. Johnson | Management | For | For |
| 1l | Elect Director Martin J. Lyons, Jr. | Management | For | For |
| 1m | Elect Director Steven H. Lipstein | Management | For | For |
| 1n | Elect Director Leo S. Mackay, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Disclose GHG Emissions Reductions Targets | Shareholder | Against | Against |
| AMERICAN ELECTRIC POWER COMPANY, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: AEP
SECURITY ID: 025537101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas K. Akins | Management | For | For |
| 1.2 | Elect Director J. Barnie Beasley, Jr. | Management | For | For |
| 1.3 | Elect Director Ben Fowke | Management | For | For |
| 1.4 | Elect Director Art A. Garcia | Management | For | For |
| 1.5 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.6 | Elect Director Donna A. James | Management | For | For |
| 1.7 | Elect Director Sandra Beach Lin | Management | For | For |
| 1.8 | Elect Director Margaret M. McCarthy | Management | For | For |
| 1.9 | Elect Director Oliver G. 'Rick' Richard, III | Management | For | For |
| 1.10 | Elect Director Daryl Roberts | Management | For | For |
| 1.11 | Elect Director Julia A. Sloat | Management | For | For |
| 1.12 | Elect Director Sara Martinez Tucker | Management | For | For |
| 1.13 | Elect Director Lewis Von Thaer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Reduce Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN STATES WATER COMPANY
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: AWR
SECURITY ID: 029899101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas A. Eichelberger | Management | For | For |
| 1.2 | Elect Director Roger M. Ervin | Management | For | For |
| 1.3 | Elect Director C. James Levin | Management | For | For |
| 2 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMERICAN WATER WORKS COMPANY, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: AWK
SECURITY ID: 030420103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1b | Elect Director Martha Clark Goss | Management | For | For |
| 1c | Elect Director M. Susan Hardwick | Management | For | For |
| 1d | Elect Director Kimberly J. Harris | Management | For | For |
| 1e | Elect Director Laurie P. Havanec | Management | For | For |
| 1f | Elect Director Julia L. Johnson | Management | For | For |
| 1g | Elect Director Patricia L. Kampling | Management | For | For |
| 1h | Elect Director Karl F. Kurz | Management | For | For |
| 1i | Elect Director Michael L. Marberry | Management | For | For |
| 1j | Elect Director James G. Stavridis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| ATMOS ENERGY CORPORATION
MEETING DATE: FEB 08, 2023 |
||||
|
TICKER: ATO
SECURITY ID: 049560105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John C. Ale | Management | For | For |
| 1b | Elect Director J. Kevin Akers | Management | For | For |
| 1c | Elect Director Kim R. Cocklin | Management | For | For |
| 1d | Elect Director Kelly H. Compton | Management | For | For |
| 1e | Elect Director Sean Donohue | Management | For | For |
| 1f | Elect Director Rafael G. Garza | Management | For | For |
| 1g | Elect Director Richard K. Gordon | Management | For | Against |
| 1h | Elect Director Nancy K. Quinn | Management | For | For |
| 1i | Elect Director Richard A. Sampson | Management | For | For |
| 1j | Elect Director Diana J. Walters | Management | For | For |
| 1k | Elect Director Frank Yoho | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVISTA CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AVA
SECURITY ID: 05379B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julie A. Bentz | Management | For | For |
| 1b | Elect Director Donald C. Burke | Management | For | For |
| 1c | Elect Director Kevin B. Jacobsen | Management | For | For |
| 1d | Elect Director Rebecca A. Klein | Management | For | For |
| 1e | Elect Director Sena M. Kwawu | Management | For | For |
| 1f | Elect Director Scott H. Maw | Management | For | For |
| 1g | Elect Director Scott L. Morris | Management | For | For |
| 1h | Elect Director Jeffry L. Philipps | Management | For | For |
| 1i | Elect Director Heidi B. Stanley | Management | For | For |
| 1j | Elect Director Dennis P. Vermillion | Management | For | For |
| 1k | Elect Director Janet D. Widmann | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency Every Year | Management | For | For |
| BLACK HILLS CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BKH
SECURITY ID: 092113109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott M. Prochazka | Management | For | For |
| 1.2 | Elect Director Rebecca B. Roberts | Management | For | For |
| 1.3 | Elect Director Teresa A. Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CALIFORNIA WATER SERVICE GROUP
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: CWT
SECURITY ID: 130788102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory E. Aliff | Management | For | For |
| 1b | Elect Director Shelly M. Esque | Management | For | For |
| 1c | Elect Director Martin A. Kropelnicki | Management | For | For |
| 1d | Elect Director Thomas M. Krummel | Management | For | For |
| 1e | Elect Director Yvonne (Bonnie) A. Maldonado | Management | For | For |
| 1f | Elect Director Scott L. Morris | Management | For | For |
| 1g | Elect Director Carol M. Pottenger | Management | For | For |
| 1h | Elect Director Lester A. Snow | Management | For | For |
| 1i | Elect Director Patricia K. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| CENTERPOINT ENERGY, INC.
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: CNP
SECURITY ID: 15189T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wendy Montoya Cloonan | Management | For | For |
| 1b | Elect Director Earl M. Cummings | Management | For | For |
| 1c | Elect Director Christopher H. Franklin | Management | For | For |
| 1d | Elect Director David J. Lesar | Management | For | For |
| 1e | Elect Director Raquelle W. Lewis | Management | For | For |
| 1f | Elect Director Martin H. Nesbitt | Management | For | For |
| 1g | Elect Director Theodore F. Pound | Management | For | For |
| 1h | Elect Director Phillip R. Smith | Management | For | For |
| 1i | Elect Director Barry T. Smitherman | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Scope 3 Emissions and Setting Scope 3 Emission Targets | Shareholder | Against | Against |
| CHESAPEAKE UTILITIES CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CPK
SECURITY ID: 165303108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Bresnan | Management | For | For |
| 1b | Elect Director Ronald G. Forsythe, Jr. | Management | For | For |
| 1c | Elect Director Sheree M. Petrone | Management | For | For |
| 1d | Elect Director Stephanie N. Gary | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Baker Tilly US, LLP as Auditors | Management | For | For |
| CLEARWAY ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CWEN
SECURITY ID: 18539C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan Bram | Management | For | For |
| 1.2 | Elect Director Nathaniel Anschuetz | Management | For | For |
| 1.3 | Elect Director Emmanuel Barrois | Management | For | For |
| 1.4 | Elect Director Brian R. Ford | Management | For | Withhold |
| 1.5 | Elect Director Guillaume Hediard | Management | For | For |
| 1.6 | Elect Director Jennifer Lowry | Management | For | For |
| 1.7 | Elect Director Bruce MacLennan | Management | For | For |
| 1.8 | Elect Director Daniel B. More | Management | For | Withhold |
| 1.9 | Elect Director E. Stanley O'Neal | Management | For | For |
| 1.10 | Elect Director Christopher S. Sotos | Management | For | For |
| 1.11 | Elect Director Vincent Stoquart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CLEARWAY ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CWEN
SECURITY ID: 18539C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan Bram | Management | For | For |
| 1.2 | Elect Director Nathaniel Anschuetz | Management | For | For |
| 1.3 | Elect Director Emmanuel Barrois | Management | For | For |
| 1.4 | Elect Director Brian R. Ford | Management | For | Withhold |
| 1.5 | Elect Director Guillaume Hediard | Management | For | For |
| 1.6 | Elect Director Jennifer Lowry | Management | For | For |
| 1.7 | Elect Director Bruce MacLennan | Management | For | For |
| 1.8 | Elect Director Daniel B. More | Management | For | Withhold |
| 1.9 | Elect Director E. Stanley O'Neal | Management | For | For |
| 1.10 | Elect Director Christopher S. Sotos | Management | For | For |
| 1.11 | Elect Director Vincent Stoquart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CMS ENERGY CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: CMS
SECURITY ID: 125896100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jon E. Barfield | Management | For | For |
| 1b | Elect Director Deborah H. Butler | Management | For | For |
| 1c | Elect Director Kurt L. Darrow | Management | For | For |
| 1d | Elect Director William D. Harvey | Management | For | For |
| 1e | Elect Director Garrick J. Rochow | Management | For | For |
| 1f | Elect Director John G. Russell | Management | For | For |
| 1g | Elect Director Suzanne F. Shank | Management | For | For |
| 1h | Elect Director Myrna M. Soto | Management | For | For |
| 1i | Elect Director John G. Sznewajs | Management | For | For |
| 1j | Elect Director Ronald J. Tanski | Management | For | For |
| 1k | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CONSOLIDATED EDISON, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: ED
SECURITY ID: 209115104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Cawley | Management | For | For |
| 1.2 | Elect Director Ellen V. Futter | Management | For | For |
| 1.3 | Elect Director John F. Killian | Management | For | For |
| 1.4 | Elect Director Karol V. Mason | Management | For | For |
| 1.5 | Elect Director Dwight A. McBride | Management | For | For |
| 1.6 | Elect Director William J. Mulrow | Management | For | For |
| 1.7 | Elect Director Armando J. Olivera | Management | For | For |
| 1.8 | Elect Director Michael W. Ranger | Management | For | For |
| 1.9 | Elect Director Linda S. Sanford | Management | For | For |
| 1.10 | Elect Director Deirdre Stanley | Management | For | For |
| 1.11 | Elect Director L. Frederick Sutherland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| CONSTELLATION ENERGY CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CEG
SECURITY ID: 21037T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Dominguez | Management | For | For |
| 1.2 | Elect Director Julie Holzrichter | Management | For | For |
| 1.3 | Elect Director Ashish Khandpur | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DOMINION ENERGY, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: D
SECURITY ID: 25746U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director James A. Bennett | Management | For | For |
| 1B | Elect Director Robert M. Blue | Management | For | For |
| 1C | Elect Director D. Maybank Hagood | Management | For | For |
| 1D | Elect Director Ronald W. Jibson | Management | For | For |
| 1E | Elect Director Mark J. Kington | Management | For | For |
| 1F | Elect Director Kristin G. Lovejoy | Management | For | For |
| 1G | Elect Director Joseph M. Rigby | Management | For | For |
| 1H | Elect Director Pamela J. Royal | Management | For | For |
| 1I | Elect Director Robert H. Spilman, Jr. | Management | For | For |
| 1J | Elect Director Susan N. Story | Management | For | For |
| 1K | Elect Director Michael E. Szymanczyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Amend Advance Notice Provisions for Director Nominations | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| DTE ENERGY COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: DTE
SECURITY ID: 233331107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director Charles G. McClure, Jr. | Management | For | For |
| 1.3 | Elect Director Gail J. McGovern | Management | For | For |
| 1.4 | Elect Director Mark A. Murray | Management | For | For |
| 1.5 | Elect Director Gerardo Norcia | Management | For | For |
| 1.6 | Elect Director Robert C. Skaggs, Jr. | Management | For | For |
| 1.7 | Elect Director David A. Thomas | Management | For | For |
| 1.8 | Elect Director Gary H. Torgow | Management | For | For |
| 1.9 | Elect Director James H. Vandenberghe | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| DUKE ENERGY CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: DUK
SECURITY ID: 26441C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Derrick Burks | Management | For | For |
| 1b | Elect Director Annette K. Clayton | Management | For | For |
| 1c | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Caroline Dorsa | Management | For | For |
| 1f | Elect Director W. Roy Dunbar | Management | For | For |
| 1g | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1h | Elect Director Lynn J. Good | Management | For | For |
| 1i | Elect Director John T. Herron | Management | For | For |
| 1j | Elect Director Idalene F. Kesner | Management | For | For |
| 1k | Elect Director E. Marie McKee | Management | For | For |
| 1l | Elect Director Michael J. Pacilio | Management | For | For |
| 1m | Elect Director Thomas E. Skains | Management | For | For |
| 1n | Elect Director William E. Webster, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| 7 | Create a Committee to Evaluate Decarbonization Risk | Shareholder | Against | Against |
| EDISON INTERNATIONAL
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: EIX
SECURITY ID: 281020107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ENTERGY CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ETR
SECURITY ID: 29364G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gina F. Adams | Management | For | For |
| 1b | Elect Director John H. Black | Management | For | For |
| 1c | Elect Director John R. Burbank | Management | For | For |
| 1d | Elect Director Patrick J. Condon | Management | For | For |
| 1e | Elect Director Kirkland H. Donald | Management | For | For |
| 1f | Elect Director Brian W. Ellis | Management | For | For |
| 1g | Elect Director Philip L. Frederickson | Management | For | For |
| 1h | Elect Director M. Elise Hyland | Management | For | For |
| 1i | Elect Director Stuart L. Levenick | Management | For | For |
| 1j | Elect Director Blanche Lambert Lincoln | Management | For | For |
| 1k | Elect Director Andrew S. Marsh | Management | For | For |
| 1l | Elect Director Karen A. Puckett | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| ESSENTIAL UTILITIES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: WTRG
SECURITY ID: 29670G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth B. Amato | Management | For | For |
| 1.2 | Elect Director David A. Ciesinski | Management | For | For |
| 1.3 | Elect Director Christopher H. Franklin | Management | For | For |
| 1.4 | Elect Director Daniel J. Hilferty | Management | For | For |
| 1.5 | Elect Director Edwina Kelly | Management | For | For |
| 1.6 | Elect Director W. Bryan Lewis | Management | For | For |
| 1.7 | Elect Director Ellen T. Ruff | Management | For | For |
| 1.8 | Elect Director Lee C. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EVERGY, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: EVRG
SECURITY ID: 30034W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David A. Campbell | Management | For | For |
| 1b | Elect Director Thomas D. Hyde | Management | For | For |
| 1c | Elect Director B. Anthony Isaac | Management | For | For |
| 1d | Elect Director Paul M. Keglevic | Management | For | For |
| 1e | Elect Director Mary L. Landrieu | Management | For | For |
| 1f | Elect Director Sandra A.J. Lawrence | Management | For | For |
| 1g | Elect Director Ann D. Murtlow | Management | For | For |
| 1h | Elect Director Sandra J. Price | Management | For | For |
| 1i | Elect Director Mark A. Ruelle | Management | For | For |
| 1j | Elect Director James Scarola | Management | For | For |
| 1k | Elect Director C. John Wilder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EVERSOURCE ENERGY
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ES
SECURITY ID: 30040W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cotton M. Cleveland | Management | For | For |
| 1.2 | Elect Director Francis A. Doyle | Management | For | For |
| 1.3 | Elect Director Linda Dorcena Forry | Management | For | For |
| 1.4 | Elect Director Gregory M. Jones | Management | For | For |
| 1.5 | Elect Director Loretta D. Keane | Management | For | For |
| 1.6 | Elect Director John Y. Kim | Management | For | For |
| 1.7 | Elect Director Kenneth R. Leibler | Management | For | For |
| 1.8 | Elect Director David H. Long | Management | For | For |
| 1.9 | Elect Director Joseph R. Nolan, Jr. | Management | For | For |
| 1.10 | Elect Director William C. Van Faasen | Management | For | For |
| 1.11 | Elect Director Frederica M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EXELON CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: EXC
SECURITY ID: 30161N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Anderson | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Calvin G. Butler, Jr. | Management | For | For |
| 1d | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1e | Elect Director Linda Jojo | Management | For | For |
| 1f | Elect Director Charisse Lillie | Management | For | For |
| 1g | Elect Director Matthew Rogers | Management | For | For |
| 1h | Elect Director John Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRSTENERGY CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: FE
SECURITY ID: 337932107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jana T. Croom | Management | For | For |
| 1.2 | Elect Director Steven J. Demetriou | Management | For | For |
| 1.3 | Elect Director Lisa Winston Hicks | Management | For | For |
| 1.4 | Elect Director Paul Kaleta | Management | For | For |
| 1.5 | Elect Director Sean T. Klimczak | Management | For | For |
| 1.6 | Elect Director Jesse A. Lynn | Management | For | Against |
| 1.7 | Elect Director James F. O'Neil, III | Management | For | For |
| 1.8 | Elect Director John W. Somerhalder, II | Management | For | For |
| 1.9 | Elect Director Andrew Teno | Management | For | For |
| 1.10 | Elect Director Leslie M. Turner | Management | For | For |
| 1.11 | Elect Director Melvin Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Establish a New Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| HAWAIIAN ELECTRIC INDUSTRIES, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: HE
SECURITY ID: 419870100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas B. Fargo | Management | For | For |
| 1b | Elect Director Celeste A. Connors | Management | For | For |
| 1c | Elect Director Richard J. Dahl | Management | For | For |
| 1d | Elect Director Elisia K. Flores | Management | For | For |
| 1e | Elect Director Peggy Y. Fowler | Management | For | For |
| 1f | Elect Director Micah A. Kane | Management | For | For |
| 1g | Elect Director Michael J. Kennedy | Management | For | For |
| 1h | Elect Director Yoko Otani | Management | For | For |
| 1i | Elect Director William James Scilacci, Jr. | Management | For | For |
| 1j | Elect Director Scott W. H. Seu | 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 |
| IDACORP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: IDA
SECURITY ID: 451107106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Odette C. Bolano | Management | For | For |
| 1.2 | Elect Director Richard J. Dahl | Management | For | For |
| 1.3 | Elect Director Annette G. Elg | Management | For | For |
| 1.4 | Elect Director Lisa A. Grow | Management | For | For |
| 1.5 | Elect Director Ronald W. Jibson | Management | For | For |
| 1.6 | Elect Director Judith A. Johansen | Management | For | For |
| 1.7 | Elect Director Dennis L. Johnson | Management | For | For |
| 1.8 | Elect Director Nate R. Jorgensen | Management | For | For |
| 1.9 | Elect Director Jeff C. Kinneeveauk | Management | For | For |
| 1.10 | Elect Director Susan D. Morris | Management | For | For |
| 1.11 | Elect Director Richard J. Navarro | Management | For | For |
| 1.12 | Elect Director Mark T. Peters | 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 |
| MGE ENERGY, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MGEE
SECURITY ID: 55277P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James G. Berbee | Management | For | For |
| 1.2 | Elect Director Londa J. Dewey | Management | For | For |
| 1.3 | Elect Director Thomas R. Stolper | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MIDDLESEX WATER COMPANY
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MSEX
SECURITY ID: 596680108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua Bershad | Management | For | For |
| 1.2 | Elect Director James F. Cosgrove, Jr. | Management | For | For |
| 1.3 | Elect Director Vaughn L. McKoy | 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 Baker Tilly US, LLP as Auditors | Management | For | For |
| MONTAUK RENEWABLES, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: MNTK
SECURITY ID: 61218C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Cunningham | Management | For | For |
| 1b | Elect Director Sean F. McClain | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| NATIONAL FUEL GAS COMPANY
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: NFG
SECURITY ID: 636180101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Carroll | Management | For | For |
| 1.2 | Elect Director Steven C. Finch | Management | For | For |
| 1.3 | Elect Director Joseph N. Jaggers | Management | For | For |
| 1.4 | Elect Director Jeffrey W. Shaw | Management | For | For |
| 1.5 | Elect Director Thomas E. Skains | Management | For | For |
| 1.6 | Elect Director David F. Smith | Management | For | For |
| 1.7 | Elect Director Ronald J. Tanski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NEW JERSEY RESOURCES CORPORATION
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: NJR
SECURITY ID: 646025106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. O'Sullivan | Management | For | For |
| 1.2 | Elect Director Jane M. Kenny | Management | For | For |
| 1.3 | Elect Director Sharon C. Taylor | Management | For | For |
| 1.4 | Elect Director Stephen D. Westhoven | 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 |
| NEXTERA ENERGY PARTNERS, LP
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: NEP
SECURITY ID: 65341B106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan D. Austin | Management | For | For |
| 1b | Elect Director Robert J. Byrne | Management | For | For |
| 1c | Elect Director John W. Ketchum | Management | For | For |
| 1d | Elect Director Peter H. Kind | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NEXTERA ENERGY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NEE
SECURITY ID: 65339F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| NISOURCE INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: NI
SECURITY ID: 65473P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A. Altabef | Management | For | For |
| 1b | Elect Director Sondra L. Barbour | Management | For | For |
| 1c | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1d | Elect Director Eric L. Butler | Management | For | For |
| 1e | Elect Director Aristides S. Candris | Management | For | For |
| 1f | Elect Director Deborah A. Henretta | Management | For | For |
| 1g | Elect Director Deborah A. P. Hersman | Management | For | For |
| 1h | Elect Director Michael E. Jesanis | Management | For | For |
| 1i | Elect Director William D. Johnson | Management | For | For |
| 1j | Elect Director Kevin T. Kabat | Management | For | For |
| 1k | Elect Director Cassandra S. Lee | Management | For | For |
| 1l | Elect Director Lloyd M. Yates | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| NORTHWEST NATURAL HOLDING COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: NWN
SECURITY ID: 66765N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David H. Anderson | Management | For | For |
| 1.2 | Elect Director Karen Lee | Management | For | For |
| 1.3 | Elect Director Nathan I. Partain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NORTHWESTERN CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: NWE
SECURITY ID: 668074305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Bird | Management | For | For |
| 1.2 | Elect Director Anthony Clark | Management | For | For |
| 1.3 | Elect Director Dana Dykhouse | Management | For | For |
| 1.4 | Elect Director Sherina Edwards | Management | For | For |
| 1.5 | Elect Director Jan Horsfall | Management | For | For |
| 1.6 | Elect Director Britt Ide | Management | For | For |
| 1.7 | Elect Director Kent Larson | Management | For | For |
| 1.8 | Elect Director Linda Sullivan | Management | For | For |
| 1.9 | Elect Director Mahvash Yazdi | Management | For | For |
| 1.10 | Elect Director Jeffrey Yingling | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NRG ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NRG
SECURITY ID: 629377508
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director E. Spencer Abraham | Management | For | For |
| 1b | Elect Director Antonio Carrillo | Management | For | For |
| 1c | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1d | Elect Director Lawrence S. Coben | Management | For | For |
| 1e | Elect Director Heather Cox | Management | For | For |
| 1f | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1g | Elect Director Mauricio Gutierrez | Management | For | For |
| 1h | Elect Director Paul W. Hobby | Management | For | For |
| 1i | Elect Director Alexandra Pruner | Management | For | For |
| 1j | Elect Director Anne C. Schaumburg | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| OGE ENERGY CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: OGE
SECURITY ID: 670837103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frank A. Bozich | Management | For | For |
| 1b | Elect Director Peter D. Clarke | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director David L. Hauser | Management | For | For |
| 1e | Elect Director Luther C. Kissam, IV | Management | For | For |
| 1f | Elect Director Judy R. McReynolds | Management | For | For |
| 1g | Elect Director David E. Rainbolt | Management | For | For |
| 1h | Elect Director J. Michael Sanner | Management | For | For |
| 1i | Elect Director Sheila G. Talton | Management | For | For |
| 1j | Elect Director Sean Trauschke | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Supermajority Vote Requirement | Management | For | For |
| ONE GAS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: OGS
SECURITY ID: 68235P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert B. Evans | Management | For | For |
| 1.2 | Elect Director John W. Gibson | Management | For | For |
| 1.3 | Elect Director Tracy E. Hart | Management | For | For |
| 1.4 | Elect Director Michael G. Hutchinson | Management | For | For |
| 1.5 | Elect Director Robert S. McAnnally | Management | For | For |
| 1.6 | Elect Director Pattye L. Moore | Management | For | For |
| 1.7 | Elect Director Eduardo L. Rodriguez | Management | For | For |
| 1.8 | Elect Director Douglas H. Yaeger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ORMAT TECHNOLOGIES, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ORA
SECURITY ID: 686688102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Isaac Angel | Management | For | For |
| 1B | Elect Director Karin Corfee | Management | For | For |
| 1C | Elect Director David Granot | Management | For | For |
| 1D | Elect Director Michal Marom | Management | For | For |
| 1E | Elect Director Mike Nikkel | Management | For | For |
| 1F | Elect Director Dafna Sharir | Management | For | For |
| 1G | Elect Director Stanley B. Stern | Management | For | For |
| 1H | Elect Director Hidetake Takahashi | Management | For | For |
| 1I | Elect Director Byron G. Wong | Management | For | For |
| 2 | Ratify Kesselman & Kesselman 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 |
| OTTER TAIL CORPORATION
MEETING DATE: APR 17, 2023 |
||||
|
TICKER: OTTR
SECURITY ID: 689648103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Erickson | Management | For | For |
| 1.2 | Elect Director Nathan I. Partain | Management | For | For |
| 1.3 | Elect Director Jeanne H. Crain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| PG&E CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: PCG
SECURITY ID: 69331C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PINNACLE WEST CAPITAL CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: PNW
SECURITY ID: 723484101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glynis A. Bryan | Management | For | For |
| 1.2 | Elect Director Gonzalo A. de la Melena, Jr. | Management | For | For |
| 1.3 | Elect Director Richard P. Fox | Management | For | For |
| 1.4 | Elect Director Jeffrey B. Guldner | Management | For | For |
| 1.5 | Elect Director Kathryn L. Munro | Management | For | For |
| 1.6 | Elect Director Bruce J. Nordstrom | Management | For | For |
| 1.7 | Elect Director Paula J. Sims | Management | For | For |
| 1.8 | Elect Director William H. Spence | Management | For | For |
| 1.9 | Elect Director Kristine L. Svinicki | Management | For | For |
| 1.10 | Elect Director James E. Trevathan, Jr. | Management | For | For |
| 1.11 | Elect Director David P. Wagener - Withdrawn | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| PNM RESOURCES, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PNM
SECURITY ID: 69349H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Vicky A. Bailey | Management | For | For |
| 1B | Elect Director Norman P. Becker | Management | For | For |
| 1C | Elect Director Patricia K. Collawn | Management | For | For |
| 1D | Elect Director E. Renae Conley | Management | For | For |
| 1E | Elect Director Alan J. Fohrer | Management | For | For |
| 1F | Elect Director Sidney M. Gutierrez | Management | For | For |
| 1G | Elect Director James A. Hughes | Management | For | For |
| 1H | Elect Director Maureen T. Mullarkey | Management | For | For |
| 1I | Elect Director Donald K. Schwanz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PORTLAND GENERAL ELECTRIC COMPANY
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: POR
SECURITY ID: 736508847
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dawn Farrell | Management | For | For |
| 1b | Elect Director Mark Ganz | Management | For | For |
| 1c | Elect Director Marie Oh Huber | Management | For | For |
| 1d | Elect Director Kathryn Jackson | Management | For | For |
| 1e | Elect Director Michael Lewis | Management | For | For |
| 1f | Elect Director Michael Millegan | Management | For | For |
| 1g | Elect Director Lee Pelton | Management | For | For |
| 1h | Elect Director Patricia Salas Pineda | Management | For | For |
| 1i | Elect Director Maria Pope | Management | For | For |
| 1j | Elect Director James Torgerson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PPL CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: PPL
SECURITY ID: 69351T106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arthur P. Beattie | Management | For | For |
| 1b | Elect Director Raja Rajamannar | Management | For | For |
| 1c | Elect Director Heather B. Redman | Management | For | For |
| 1d | Elect Director Craig A. Rogerson | Management | For | For |
| 1e | Elect Director Vincent Sorgi | Management | For | For |
| 1f | Elect Director Linda G. Sullivan | Management | For | For |
| 1g | Elect Director Natica von Althann | Management | For | For |
| 1h | Elect Director Keith H. Williamson | Management | For | For |
| 1i | Elect Director Phoebe A. Wood | Management | For | For |
| 1j | Elect Director Armando Zagalo de Lima | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: PEG
SECURITY ID: 744573106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph A. LaRossa | Management | For | For |
| 1.2 | Elect Director Susan Tomasky | Management | For | For |
| 1.3 | Elect Director Willie A. Deese | Management | For | For |
| 1.4 | Elect Director Jamie M. Gentoso | Management | For | For |
| 1.5 | Elect Director Barry H. Ostrowsky | Management | For | For |
| 1.6 | Elect Director Valerie A. Smith | Management | For | For |
| 1.7 | Elect Director Scott G. Stephenson | Management | For | For |
| 1.8 | Elect Director Laura A. Sugg | Management | For | For |
| 1.9 | Elect Director John P. Surma | Management | For | For |
| 1.10 | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4a | Eliminate Supermajority Vote Requirements for Certain Business Combinations | Management | For | For |
| 4b | Eliminate Supermajority Vote Requirements to Remove a Director Without Cause | Management | For | For |
| 4c | Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SEMPRA ENERGY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: SRE
SECURITY ID: 816851109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | For |
| 1b | Elect Director Pablo A. Ferrero | Management | For | For |
| 1c | Elect Director Jeffrey W. Martin | Management | For | For |
| 1d | Elect Director Bethany J. Mayer | Management | For | For |
| 1e | Elect Director Michael N. Mears | Management | For | For |
| 1f | Elect Director Jack T. Taylor | Management | For | For |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | For |
| 1i | Elect Director James C. Yardley | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Change Company Name to Sempra | Management | For | For |
| 7 | Amend Articles of Incorporation | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| SJW GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SJW
SECURITY ID: 784305104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carl Guardino | Management | For | For |
| 1b | Elect Director Mary Ann Hanley | Management | For | For |
| 1c | Elect Director Heather Hunt | Management | For | For |
| 1d | Elect Director Rebecca A. Klein | Management | For | For |
| 1e | Elect Director Gregory P. Landis | Management | For | For |
| 1f | Elect Director Daniel B. More | Management | For | For |
| 1g | Elect Director Eric W. Thornburg | Management | For | For |
| 1h | Elect Director Carol P. Wallace | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SOUTHWEST GAS HOLDINGS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SWX
SECURITY ID: 844895102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Director E. Renae Conley | Management | For | For |
| 1.2 | Elect Director Andrew W. Evans | Management | For | For |
| 1.3 | Elect Director Karen S. Haller | Management | For | For |
| 1.4 | Elect Director Jane Lewis-raymond | Management | For | For |
| 1.5 | Elect Director Henry P. Linginfelter | Management | For | For |
| 1.6 | Elect Director Anne L. Mariucci | Management | For | For |
| 1.7 | Elect Director Carlos A. Ruisanchez | Management | For | For |
| 1.8 | Elect Director Ruby Sharma | Management | For | For |
| 1.9 | Elect Director Andrew J. Teno | Management | For | For |
| 1.10 | Elect Director A. Randall Thoman | Management | For | For |
| 1.11 | Elect Director Leslie T. Thornton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SPIRE INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: SR
SECURITY ID: 84857L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward L. Glotzbach | Management | For | For |
| 1.2 | Elect Director Rob L. Jones | Management | For | For |
| 1.3 | Elect Director John P. Stupp, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SUNNOVA ENERGY INTERNATIONAL INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOVA
SECURITY ID: 86745K104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William J. (John) Berger | Management | For | For |
| 1.2 | Elect Director Rahman D'Argenio | Management | For | For |
| 1.3 | Elect Director Michael C. Morgan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE AES CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: AES
SECURITY ID: 00130H105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet G. Davidson | Management | For | For |
| 1.2 | Elect Director Andres R. Gluski | Management | For | For |
| 1.3 | Elect Director Tarun Khanna | Management | For | For |
| 1.4 | Elect Director Holly K. Koeppel | Management | For | For |
| 1.5 | Elect Director Julia M. Laulis | Management | For | For |
| 1.6 | Elect Director Alain Monie | Management | For | For |
| 1.7 | Elect Director John B. Morse, Jr. | Management | For | For |
| 1.8 | Elect Director Moises Naim | Management | For | For |
| 1.9 | Elect Director Teresa M. Sebastian | Management | For | For |
| 1.10 | Elect Director Maura Shaughnessy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE SOUTHERN COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SO
SECURITY ID: 842587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE YORK WATER COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: YORW
SECURITY ID: 987184108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph T. Hand | Management | For | For |
| 1.2 | Elect Director Erin C. McGlaughlin | Management | For | For |
| 1.3 | Elect Director Laura T. Wand | Management | For | For |
| 1.4 | Elect Director Ernest J. Waters | Management | For | For |
| 2 | Ratify Baker Tilly US, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| UGI CORPORATION
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: UGI
SECURITY ID: 902681105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frank S. Hermance | Management | For | For |
| 1b | Elect Director M. Shawn Bort | Management | For | For |
| 1c | Elect Director Theodore A. Dosch | Management | For | For |
| 1d | Elect Director Alan N. Harris | Management | For | For |
| 1e | Elect Director Mario Longhi | Management | For | For |
| 1f | Elect Director William J. Marrazzo | Management | For | For |
| 1g | Elect Director Cindy J. Miller | Management | For | For |
| 1h | Elect Director Roger Perreault | Management | For | For |
| 1i | Elect Director Kelly A. Romano | Management | For | For |
| 1j | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNITIL CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: UTL
SECURITY ID: 913259107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Neveen F. Awad | Management | For | For |
| 1.2 | Elect Director Winfield S. Brown | Management | For | For |
| 1.3 | Elect Director Mark H. Collin | Management | For | For |
| 1.4 | Elect Director Michael B. Green | Management | For | For |
| 2.1 | Elect Director Anne L. Alonzo | 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 |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VISTRA CORP.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: VST
SECURITY ID: 92840M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott B. Helm | Management | For | For |
| 1.2 | Elect Director Hilary E. Ackermann | Management | For | For |
| 1.3 | Elect Director Arcilia C. Acosta | Management | For | For |
| 1.4 | Elect Director Gavin R. Baiera | Management | For | For |
| 1.5 | Elect Director Paul M. Barbas | Management | For | For |
| 1.6 | Elect Director James A. Burke | Management | For | For |
| 1.7 | Elect Director Lisa Crutchfield | Management | For | For |
| 1.8 | Elect Director Brian K. Ferraioli | Management | For | For |
| 1.9 | Elect Director Jeff D. Hunter | Management | For | For |
| 1.10 | Elect Director Julie A. Lagacy | Management | For | For |
| 1.11 | Elect Director John R. (J.R.) Sult | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WEC ENERGY GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: WEC
SECURITY ID: 92939U106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ave M. Bie | Management | For | For |
| 1.2 | Elect Director Curt S. Culver | Management | For | For |
| 1.3 | Elect Director Danny L. Cunningham | Management | For | For |
| 1.4 | Elect Director William M. Farrow, III | Management | For | For |
| 1.5 | Elect Director Cristina A. Garcia-Thomas | Management | For | For |
| 1.6 | Elect Director Maria C. Green | Management | For | For |
| 1.7 | Elect Director Gale E. Klappa | Management | For | For |
| 1.8 | Elect Director Thomas K. Lane | Management | For | For |
| 1.9 | Elect Director Scott J. Lauber | Management | For | For |
| 1.10 | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1.11 | Elect Director Mary Ellen Stanek | Management | For | For |
| 1.12 | Elect Director Glen E. Tellock | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| XCEL ENERGY INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: XEL
SECURITY ID: 98389B100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Megan Burkhart | Management | For | For |
| 1b | Elect Director Lynn Casey | Management | For | For |
| 1c | Elect Director Bob Frenzel | Management | For | For |
| 1d | Elect Director Netha Johnson | Management | For | For |
| 1e | Elect Director Patricia Kampling | Management | For | For |
| 1f | Elect Director George Kehl | Management | For | For |
| 1g | Elect Director Richard O'Brien | Management | For | For |
| 1h | Elect Director Charles Pardee | Management | For | For |
| 1i | Elect Director Christopher Policinski | Management | For | For |
| 1j | Elect Director James Prokopanko | Management | For | For |
| 1k | Elect Director Kim Williams | Management | For | For |
| 1l | Elect Director Daniel Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY NEW MILLENNIUM ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ATVI
SECURITY ID: 00507V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ADOBE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: ADBE
SECURITY ID: 00724F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADVANCED MICRO DEVICES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: AMD
SECURITY ID: 007903107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | For |
| 1i | Elect Director Elizabeth W. Vanderslice | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AECOM
MEETING DATE: MAR 31, 2023 |
||||
|
TICKER: ACM
SECURITY ID: 00766T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley W. Buss | Management | For | For |
| 1.2 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.3 | Elect Director Kristy Pipes | Management | For | For |
| 1.4 | Elect Director Troy Rudd | Management | For | For |
| 1.5 | Elect Director Douglas W. Stotlar | Management | For | For |
| 1.6 | Elect Director Daniel R. Tishman | Management | For | For |
| 1.7 | Elect Director Sander van't Noordende | Management | For | For |
| 1.8 | Elect Director Janet C. Wolfenbarger | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AGILON HEALTH, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AGL
SECURITY ID: 00857U107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ron Williams | Management | For | For |
| 1b | Elect Director Derek L. Strum | Management | For | For |
| 1c | Elect Director Diana L. McKenzie | Management | For | For |
| 1d | Elect Director Karen McLoughlin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| AMAZON.COM, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMZN
SECURITY ID: 023135106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERICAN INTERNATIONAL GROUP, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: AIG
SECURITY ID: 026874784
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paola Bergamaschi | Management | For | For |
| 1b | Elect Director James Cole, Jr. | Management | For | For |
| 1c | Elect Director W. Don Cornwell | Management | For | For |
| 1d | Elect Director Linda A. Mills | Management | For | For |
| 1e | Elect Director Diana M. Murphy | Management | For | For |
| 1f | Elect Director Peter R. Porrino | Management | For | For |
| 1g | Elect Director John G. Rice | Management | For | For |
| 1h | Elect Director Therese M. Vaughan | Management | For | For |
| 1i | Elect Director Vanessa A. Wittman | Management | For | For |
| 1j | Elect Director Peter Zaffino | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| ANALOG DEVICES, INC.
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: ADI
SECURITY ID: 032654105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent Roche | Management | For | For |
| 1b | Elect Director James A. Champy | Management | For | For |
| 1c | Elect Director Andre Andonian | Management | For | For |
| 1d | Elect Director Anantha P. Chandrakasan | Management | For | For |
| 1e | Elect Director Edward H. Frank | Management | For | For |
| 1f | Elect Director Laurie H. Glimcher | Management | For | For |
| 1g | Elect Director Karen M. Golz | Management | For | For |
| 1h | Elect Director Mercedes Johnson | Management | For | For |
| 1i | Elect Director Kenton J. Sicchitano | Management | For | For |
| 1j | Elect Director Ray Stata | Management | For | For |
| 1k | Elect Director Susie Wee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANTERO RESOURCES CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: AR
SECURITY ID: 03674X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Rady | Management | For | Withhold |
| 1.2 | Elect Director Thomas B. Tyree, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Brenda R. Schroer | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APTIV PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: APTV
SECURITY ID: G6095L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARCH CAPITAL GROUP LTD.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ACGL
SECURITY ID: G0450A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis Ebong | Management | For | For |
| 1b | Elect Director Eileen Mallesch | Management | For | For |
| 1c | Elect Director Louis J. Paglia | Management | For | For |
| 1d | Elect Director Brian S. Posner | Management | For | For |
| 1e | Elect Director John D. Vollaro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6a | Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6b | Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6c | Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6d | Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6e | Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6f | Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6g | Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6h | Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6i | Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6j | Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6k | Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6l | Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| ASTRAZENECA PLC
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AZN
SECURITY ID: 046353108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividends | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5a | Re-elect Michel Demare as Director | Management | For | For |
| 5b | Re-elect Pascal Soriot as Director | Management | For | For |
| 5c | Re-elect Aradhana Sarin as Director | Management | For | For |
| 5d | Re-elect Philip Broadley as Director | Management | For | For |
| 5e | Re-elect Euan Ashley as Director | Management | For | For |
| 5f | Re-elect Deborah DiSanzo as Director | Management | For | For |
| 5g | Re-elect Diana Layfield as Director | Management | For | For |
| 5h | Re-elect Sheri McCoy as Director | Management | For | For |
| 5i | Re-elect Tony Mok as Director | Management | For | For |
| 5j | Re-elect Nazneen Rahman as Director | Management | For | For |
| 5k | Re-elect Andreas Rummelt as Director | Management | For | For |
| 5l | Re-elect Marcus Wallenberg as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 13 | Adopt New Articles of Association | Management | For | For |
| AUTODESK, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ADSK
SECURITY ID: 052769106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Elizabeth (Betsy) Rafael | Management | For | For |
| 1j | Elect Director Rami Rahim | Management | For | For |
| 1k | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AVERY DENNISON CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AVY
SECURITY ID: 053611109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradley A. Alford | Management | For | For |
| 1b | Elect Director Anthony K. Anderson | Management | For | For |
| 1c | Elect Director Mitchell R. Butier | Management | For | For |
| 1d | Elect Director Ken C. Hicks | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Francesca Reverberi | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Julia A. Stewart | Management | For | For |
| 1i | Elect Director Martha N. Sullivan | Management | For | For |
| 1j | Elect Director William R. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BAKER HUGHES COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BKR
SECURITY ID: 05722G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.7 | Elect Director John G. Rice | Management | For | For |
| 1.8 | Elect Director Lorenzo Simonelli | Management | For | For |
| 1.9 | Elect Director Mohsen Sohi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK OF AMERICA CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BAC
SECURITY ID: 060505104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BECTON, DICKINSON AND COMPANY
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: BDX
SECURITY ID: 075887109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Brown | Management | For | For |
| 1.2 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.3 | Elect Director Carrie L. Byington | Management | For | For |
| 1.4 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.5 | Elect Director Claire M. Fraser | Management | For | For |
| 1.6 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.7 | Elect Director Christopher Jones | Management | For | For |
| 1.8 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Timothy M. Ring | Management | For | For |
| 1.11 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BJ'S WHOLESALE CLUB HOLDINGS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: BJ
SECURITY ID: 05550J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Baldwin | Management | For | For |
| 1.2 | Elect Director Darryl Brown | Management | For | For |
| 1.3 | Elect Director Bob Eddy | Management | For | For |
| 1.4 | Elect Director Michelle Gloeckler | Management | For | For |
| 1.5 | Elect Director Maile Naylor (nee Clark) | Management | For | For |
| 1.6 | Elect Director Ken Parent | Management | For | For |
| 1.7 | Elect Director Chris Peterson | Management | For | For |
| 1.8 | Elect Director Rob Steele | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BLOCK, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SQ
SECURITY ID: 852234103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | For |
| 1.2 | Elect Director Amy Brooks | Management | For | For |
| 1.3 | Elect Director Shawn Carter | Management | For | For |
| 1.4 | Elect Director James McKelvey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| BOOKING HOLDINGS INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BKNG
SECURITY ID: 09857L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BOSTON SCIENTIFIC CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BSX
SECURITY ID: 101137107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nelda J. Connors | Management | For | For |
| 1b | Elect Director Charles J. Dockendorff | Management | For | For |
| 1c | Elect Director Yoshiaki Fujimori | Management | For | For |
| 1d | Elect Director Edward J. Ludwig | Management | For | For |
| 1e | Elect Director Michael F. Mahoney | Management | For | For |
| 1f | Elect Director David J. Roux | Management | For | For |
| 1g | Elect Director John E. Sununu | Management | For | For |
| 1h | Elect Director David S. Wichmann | Management | For | For |
| 1i | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BMY
SECURITY ID: 110122108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BUILDERS FIRSTSOURCE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BLDR
SECURITY ID: 12008R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul S. Levy | Management | For | Against |
| 1.2 | Elect Director Cory J. Boydston | Management | For | For |
| 1.3 | Elect Director James O'Leary | Management | For | Against |
| 1.4 | Elect Director Craig A. Steinke | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Short, Medium, and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | For |
| BWX TECHNOLOGIES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BWXT
SECURITY ID: 05605H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Gerhard F. Burbach | Management | For | For |
| 1c | Elect Director Rex D. Geveden | Management | For | For |
| 1d | Elect Director James M. Jaska | Management | For | For |
| 1e | Elect Director Kenneth J. Krieg | Management | For | For |
| 1f | Elect Director Leland D. Melvin | Management | For | For |
| 1g | Elect Director Robert L. Nardelli | Management | For | For |
| 1h | Elect Director Barbara A. Niland | Management | For | For |
| 1i | Elect Director John M. Richardson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CABOT CORPORATION
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: CBT
SECURITY ID: 127055101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Juan Enriquez | Management | For | For |
| 1.2 | Elect Director Sean D. Keohane | Management | For | For |
| 1.3 | Elect Director William C. Kirby | Management | For | For |
| 1.4 | Elect Director Raffiq Nathoo | 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 |
| CANADIAN NATURAL RESOURCES LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CNQ
SECURITY ID: 136385101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | For |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| CATERPILLAR INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: CAT
SECURITY ID: 149123101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CBRE GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CBRE
SECURITY ID: 12504L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Reginald H. Gilyard | Management | For | For |
| 1d | Elect Director Shira D. Goodman | Management | For | For |
| 1e | Elect Director E.M. Blake Hutcheson | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Susan Meaney | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director Robert E. Sulentic | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| CELANESE CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: CE
SECURITY ID: 150870103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean S. Blackwell | Management | For | For |
| 1b | Elect Director William M. Brown | Management | For | For |
| 1c | Elect Director Edward G. Galante | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director David F. Hoffmeister | Management | For | For |
| 1f | Elect Director Jay V. Ihlenfeld | Management | For | For |
| 1g | Elect Director Deborah J. Kissire | Management | For | For |
| 1h | Elect Director Michael Koenig | Management | For | For |
| 1i | Elect Director Kim K.W. Rucker | Management | For | For |
| 1j | Elect Director Lori J. Ryerkerk | 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 |
| CENTENE CORPORATION
MEETING DATE: SEP 27, 2022 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| CENTENE CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jessica L. Blume | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director Christopher J. Coughlin | Management | For | For |
| 1d | Elect Director H. James Dallas | Management | For | For |
| 1e | Elect Director Wayne S. DeVeydt | Management | For | For |
| 1f | Elect Director Frederick H. Eppinger | Management | For | For |
| 1g | Elect Director Monte E. Ford | Management | For | For |
| 1h | Elect Director Sarah M. London | Management | For | For |
| 1i | Elect Director Lori J. Robinson | Management | For | For |
| 1j | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Against | Against |
| CF INDUSTRIES HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CF
SECURITY ID: 125269100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHENIERE ENERGY, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LNG
SECURITY ID: 16411R208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Andrea Botta | Management | For | For |
| 1b | Elect Director Jack A. Fusco | Management | For | For |
| 1c | Elect Director Patricia K. Collawn | Management | For | For |
| 1d | Elect Director Brian E. Edwards | Management | For | For |
| 1e | Elect Director Denise Gray | Management | For | For |
| 1f | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1g | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1h | Elect Director Matthew Runkle | Management | For | For |
| 1i | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Stranded Carbon Asset Risk | Shareholder | Against | Against |
| CHUBB LIMITED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CB
SECURITY ID: H1467J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | For |
| 5.2 | Elect Director Michael P. Connors | Management | For | For |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Nancy K. Buese | Management | For | For |
| 5.6 | Elect Director Sheila P. Burke | Management | For | For |
| 5.7 | Elect Director Michael L. Corbat | Management | For | For |
| 5.8 | Elect Director Robert J. Hugin | Management | For | For |
| 5.9 | Elect Director Robert W. Scully | Management | For | For |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.11 | Elect Director David H. Sidwell | Management | For | For |
| 5.12 | Elect Director Olivier Steimer | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | For |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | For |
| 10.1 | Cancel Repurchased Shares | Management | For | For |
| 10.2 | Reduction of Par Value | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | For |
| 11.3 | Approve Remuneration Report | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CHURCHILL DOWNS INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CHDN
SECURITY ID: 171484108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Fealy | Management | For | For |
| 1.2 | Elect Director Douglas C. Grissom | Management | For | For |
| 1.3 | Elect Director Daniel P. Harrington | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CISCO SYSTEMS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: CSCO
SECURITY ID: 17275R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| COINBASE GLOBAL, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: COIN
SECURITY ID: 19260Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederick Ernest Ehrsam, III | Management | For | For |
| 1.2 | Elect Director Kathryn Haun | Management | For | For |
| 1.3 | Elect Director Kelly A. Kramer | Management | For | Withhold |
| 1.4 | Elect Director Tobias Lutke | Management | For | For |
| 1.5 | Elect Director Gokul Rajaram | Management | For | Withhold |
| 1.6 | Elect Director Fred Wilson | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
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 Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COMERICA INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CMA
SECURITY ID: 200340107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Avila | Management | For | For |
| 1.2 | Elect Director Michael E. Collins | Management | For | For |
| 1.3 | Elect Director Roger A. Cregg | Management | For | For |
| 1.4 | Elect Director Curtis C. Farmer | Management | For | For |
| 1.5 | Elect Director Jacqueline P. Kane | Management | For | For |
| 1.6 | Elect Director Derek J. Kerr | Management | For | For |
| 1.7 | Elect Director Richard G. Lindner | Management | For | For |
| 1.8 | Elect Director Jennifer H. Sampson | Management | For | For |
| 1.9 | Elect Director Barbara R. Smith | Management | For | For |
| 1.10 | Elect Director Robert S. Taubman | Management | For | For |
| 1.11 | Elect Director Reginald M. Turner, Jr. | Management | For | For |
| 1.12 | Elect Director Nina G. Vaca | Management | For | For |
| 1.13 | Elect Director Michael G. Van de Ven | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COMMERCIAL METALS COMPANY
MEETING DATE: JAN 11, 2023 |
||||
|
TICKER: CMC
SECURITY ID: 201723103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter R. Matt | Management | For | For |
| 1.2 | Elect Director Sarah E. Raiss | 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 |
| CONSTELLATION ENERGY CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CEG
SECURITY ID: 21037T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Dominguez | Management | For | For |
| 1.2 | Elect Director Julie Holzrichter | Management | For | For |
| 1.3 | Elect Director Ashish Khandpur | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DANAHER CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: DHR
SECURITY ID: 235851102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DAY ONE BIOPHARMACEUTICALS, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: DAWN
SECURITY ID: 23954D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Garland | Management | For | For |
| 1.2 | Elect Director John Josey | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DIAGEO PLC
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: DGE
SECURITY ID: 25243Q205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Karen Blackett as Director | Management | For | For |
| 5 | Re-elect Melissa Bethell as Director | Management | For | For |
| 6 | Re-elect Lavanya Chandrashekar as Director | Management | For | For |
| 7 | Re-elect Valerie Chapoulaud-Floquet as Director | Management | For | For |
| 8 | Re-elect Javier Ferran as Director | Management | For | For |
| 9 | Re-elect Susan Kilsby as Director | Management | For | For |
| 10 | Re-elect Sir John Manzoni as Director | Management | For | For |
| 11 | Re-elect Lady Mendelsohn as Director | Management | For | For |
| 12 | Re-elect Ivan Menezes as Director | Management | For | For |
| 13 | Re-elect Alan Stewart as Director | Management | For | For |
| 14 | Re-elect Ireena Vittal as Director | Management | For | For |
| 15 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Amend Irish Share Ownership Plan | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| DICK'S SPORTING GOODS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: DKS
SECURITY ID: 253393102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark J. Barrenechea | Management | For | For |
| 1b | Elect Director Emanuel Chirico | Management | For | For |
| 1c | Elect Director William J. Colombo | Management | For | For |
| 1d | Elect Director Anne Fink | Management | For | For |
| 1e | Elect Director Larry Fitzgerald, Jr. | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Sandeep Mathrani | Management | For | For |
| 1h | Elect Director Desiree Ralls-Morrison | Management | For | For |
| 1i | Elect Director Lawrence J. Schorr | Management | For | For |
| 1j | Elect Director Edward W. Stack | Management | For | For |
| 1k | Elect Director Larry D. Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DOLLAR GENERAL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: DG
SECURITY ID: 256677105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | For |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | Against |
| DOMINO'S PIZZA, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: DPZ
SECURITY ID: 25754A201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director C. Andrew Ballard | Management | For | For |
| 1.3 | Elect Director Andrew B. Balson | Management | For | For |
| 1.4 | Elect Director Corie S. Barry | Management | For | For |
| 1.5 | Elect Director Diana F. Cantor | Management | For | For |
| 1.6 | Elect Director Richard L. Federico | Management | For | For |
| 1.7 | Elect Director James A. Goldman | Management | For | For |
| 1.8 | Elect Director Patricia E. Lopez | Management | For | For |
| 1.9 | Elect Director Russell J. Weiner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DONALDSON COMPANY, INC.
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: DCI
SECURITY ID: 257651109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas A. Milroy | Management | For | For |
| 1.2 | Elect Director Willard D. Oberton | Management | For | For |
| 1.3 | Elect Director Richard M. Olson | Management | For | For |
| 1.4 | Elect Director Jacinth C. Smiley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ELEMENT SOLUTIONS INC
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ESI
SECURITY ID: 28618M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Franklin | Management | For | For |
| 1b | Elect Director Benjamin Gliklich | Management | For | For |
| 1c | Elect Director Ian G.H. Ashken | Management | For | For |
| 1d | Elect Director Elyse Napoli Filon | Management | For | For |
| 1e | Elect Director Christopher T. Fraser | Management | For | For |
| 1f | Elect Director Michael F. Goss | Management | For | For |
| 1g | Elect Director Nichelle Maynard-Elliott | Management | For | For |
| 1h | Elect Director E. Stanley O'Neal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EMBECTA CORP.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: EMBC
SECURITY ID: 29082K105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David J. Albritton | Management | For | For |
| 1b | Elect Director Carrie L. Anderson | Management | For | For |
| 1c | Elect Director Christopher R. Reidy | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENDEAVOR GROUP HOLDINGS, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: EDR
SECURITY ID: 29260Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick Whitesell | Management | For | Withhold |
| 1.2 | Elect Director Ursula Burns | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| EPAM SYSTEMS, INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: EPAM
SECURITY ID: 29414B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene Roman | Management | For | For |
| 1.2 | Elect Director Jill B. Smart | Management | For | For |
| 1.3 | Elect Director Ronald Vargo | 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 |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FIRST AMERICAN FINANCIAL CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FAF
SECURITY ID: 31847R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth D. DeGiorgio | Management | For | For |
| 1.2 | Elect Director James L. Doti | Management | For | For |
| 1.3 | Elect Director Michael D. McKee | Management | For | For |
| 1.4 | Elect Director Marsha A. Spence | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FISERV, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FISV
SECURITY ID: 337738108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| FORTIVE CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FTV
SECURITY ID: 34959J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric Branderiz | Management | For | For |
| 1b | Elect Director Daniel L. Comas | Management | For | For |
| 1c | Elect Director Sharmistha Dubey | Management | For | For |
| 1d | Elect Director Rejji P. Hayes | Management | For | For |
| 1e | Elect Director Wright Lassiter, III | Management | For | For |
| 1f | Elect Director James A. Lico | Management | For | For |
| 1g | Elect Director Kate D. Mitchell | Management | For | For |
| 1h | Elect Director Jeannine Sargent | Management | For | For |
| 1i | Elect Director Alan G. Spoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| FORTUNE BRANDS INNOVATIONS, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FBIN
SECURITY ID: 34964C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicholas I. Fink | Management | For | For |
| 1b | Elect Director A. D. David Mackay | Management | For | For |
| 1c | Elect Director Stephanie Pugliese | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Provide for Exculpation of Officers | Management | For | For |
| FREEPORT-MCMORAN, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FCX
SECURITY ID: 35671D857
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FTI CONSULTING, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: FCN
SECURITY ID: 302941109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda J. Bacon | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Elsy Boglioli | Management | For | For |
| 1d | Elect Director Claudio Costamagna | Management | For | For |
| 1e | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1f | Elect Director Steven H. Gunby | Management | For | For |
| 1g | Elect Director Gerard E. Holthaus | Management | For | For |
| 1h | Elect Director Stephen C. Robinson | Management | For | For |
| 1i | Elect Director Laureen E. Seeger | 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 |
| GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GLPI
SECURITY ID: 36467J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter M. Carlino | Management | For | For |
| 1.2 | Elect Director JoAnne A. Epps | Management | For | For |
| 1.3 | Elect Director Carol 'Lili' Lynton | Management | For | For |
| 1.4 | Elect Director Joseph W. Marshall, III | Management | For | For |
| 1.5 | Elect Director James B. Perry | Management | For | For |
| 1.6 | Elect Director Barry F. Schwartz | Management | For | For |
| 1.7 | Elect Director Earl C. Shanks | Management | For | For |
| 1.8 | Elect Director E. Scott Urdang | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GENERAC HOLDINGS INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GNRC
SECURITY ID: 368736104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcia J. Avedon | Management | For | For |
| 1.2 | Elect Director Bennett J. Morgan | Management | For | For |
| 1.3 | Elect Director Dominick P. Zarcone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GENERAL ELECTRIC COMPANY
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GE
SECURITY ID: 369604301
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1d | Elect Director Edward Garden | Management | For | For |
| 1e | Elect Director Isabella Goren | Management | For | For |
| 1f | Elect Director Thomas Horton | Management | For | For |
| 1g | Elect Director Catherine Lesjak | Management | For | For |
| 1h | Elect Director Darren McDew | Management | For | For |
| 1i | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1j | Elect Director Jessica Uhl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| 6 | Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Against |
| 7 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Shareholder | Against | Against |
| 8 | Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| GILEAD SCIENCES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GILD
SECURITY ID: 375558103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Jeffrey A. Bluestone | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 1d | Elect Director Kelly A. Kramer | Management | For | For |
| 1e | Elect Director Kevin E. Lofton | Management | For | For |
| 1f | Elect Director Harish Manwani | Management | For | For |
| 1g | Elect Director Daniel P. O'Day | Management | For | For |
| 1h | Elect Director Javier J. Rodriguez | Management | For | For |
| 1i | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require More Director Nominations Than Open Seats | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| GOLAR LNG LIMITED
MEETING DATE: AUG 10, 2022 |
||||
|
TICKER: GLNG
SECURITY ID: G9456A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reelect Director Tor Olav Troim | Management | For | For |
| 2 | Reelect Director Daniel Rabun | Management | For | For |
| 3 | Reelect Director Thorleif Egeli | Management | For | For |
| 4 | Reelect Director Carl Steen | Management | For | For |
| 5 | Reelect Director Niels G. Stolt-Nielsen | Management | For | For |
| 6 | Reelect Director Lori Wheeler Naess | Management | For | For |
| 7 | Reelect Director Georgina Sousa | Management | For | For |
| 8 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 9 | Approve Remuneration of Directors | Management | For | For |
| GXO LOGISTICS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: GXO
SECURITY ID: 36262G101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Clare Chatfield | Management | For | For |
| 1.2 | Elect Director Joli L. Gross | Management | For | For |
| 1.3 | Elect Director Jason D. Papastavrou | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HALLIBURTON COMPANY
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HAL
SECURITY ID: 406216101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Abdulaziz F. Al Khayyal | Management | For | For |
| 1b | Elect Director William E. Albrecht | Management | For | For |
| 1c | Elect Director M. Katherine Banks | Management | For | For |
| 1d | Elect Director Alan M. Bennett | Management | For | For |
| 1e | Elect Director Milton Carroll | Management | For | For |
| 1f | Elect Director Earl M. Cummings | Management | For | For |
| 1g | Elect Director Murry S. Gerber | Management | For | For |
| 1h | Elect Director Robert A. Malone | Management | For | For |
| 1i | Elect Director Jeffrey A. Miller | Management | For | For |
| 1j | Elect Director Bhavesh V. (Bob) Patel | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 1l | Elect Director Janet L. Weiss | Management | For | For |
| 1m | Elect Director Tobi M. Edwards Young | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Amend Certificate of Incorporation | Management | For | For |
| HEALTHCARE TRUST OF AMERICA, INC.
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: HTA
SECURITY ID: 42225P501
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| HESS CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HES
SECURITY ID: 42809H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HILTON WORLDWIDE HOLDINGS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HLT
SECURITY ID: 43300A203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HOLOGIC, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: HOLX
SECURITY ID: 436440101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. MacMillan | Management | For | For |
| 1b | Elect Director Sally W. Crawford | Management | For | For |
| 1c | Elect Director Charles J. Dockendorff | Management | For | For |
| 1d | Elect Director Scott T. Garrett | Management | For | For |
| 1e | Elect Director Ludwig N. Hantson | Management | For | For |
| 1f | Elect Director Namal Nawana | Management | For | For |
| 1g | Elect Director Christiana Stamoulis | Management | For | For |
| 1h | Elect Director Stacey D. Stewart | Management | For | For |
| 1i | Elect Director Amy M. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HOWMET AEROSPACE INC.
MEETING DATE: MAY 17, 2023 |
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|
TICKER: HWM
SECURITY ID: 443201108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James F. Albaugh | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director Sharon R. Barner | Management | For | For |
| 1d | Elect Director Joseph S. Cantie | Management | For | For |
| 1e | Elect Director Robert F. Leduc | Management | For | For |
| 1f | Elect Director David J. Miller | Management | For | For |
| 1g | Elect Director Jody G. Miller | Management | For | For |
| 1h | Elect Director John C. Plant | Management | For | For |
| 1i | Elect Director Ulrich R. Schmidt | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| HUNTINGTON INGALLS INDUSTRIES, INC.
MEETING DATE: MAY 02, 2023 |
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|
TICKER: HII
SECURITY ID: 446413106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Augustus L. Collins | Management | For | For |
| 1.2 | Elect Director Leo P. Denault | Management | For | For |
| 1.3 | Elect Director Kirkland H. Donald | Management | For | For |
| 1.4 | Elect Director Victoria D. Harker | Management | For | For |
| 1.5 | Elect Director Frank R. Jimenez | Management | For | For |
| 1.6 | Elect Director Christopher D. Kastner | Management | For | For |
| 1.7 | Elect Director Anastasia D. Kelly | Management | For | For |
| 1.8 | Elect Director Tracy B. McKibben | Management | For | For |
| 1.9 | Elect Director Stephanie L. O'Sullivan | Management | For | For |
| 1.10 | Elect Director Thomas C. Schievelbein | Management | For | For |
| 1.11 | Elect Director John K. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| INGERSOLL RAND INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: IR
SECURITY ID: 45687V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicente Reynal | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Kirk E. Arnold | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Jennifer Hartsock | Management | For | For |
| 1f | Elect Director John Humphrey | Management | For | For |
| 1g | Elect Director Marc E. Jones | Management | For | For |
| 1h | Elect Director Mark Stevenson | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| IQVIA HOLDINGS INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: IQV
SECURITY ID: 46266C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol J. Burt | Management | For | For |
| 1b | Elect Director Colleen A. Goggins | Management | For | For |
| 1c | Elect Director Sheila A. Stamps | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ITT INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ITT
SECURITY ID: 45073V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| JPMORGAN CHASE & CO.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JPM
SECURITY ID: 46625H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KBR, INC.
MEETING DATE: MAY 17, 2023 |
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|
TICKER: KBR
SECURITY ID: 48242W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark E. Baldwin | Management | For | For |
| 1b | Elect Director Stuart J. B. Bradie | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Lester L. Lyles | Management | For | For |
| 1e | Elect Director John A. Manzoni | Management | For | For |
| 1f | Elect Director Wendy M. Masiello | Management | For | For |
| 1g | Elect Director Jack B. Moore | Management | For | For |
| 1h | Elect Director Ann D. Pickard | Management | For | For |
| 1i | Elect Director Carlos A. Sabater | Management | For | For |
| 1j | Elect Director Vincent R. Stewart *Withdrawn Resolution* | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KEURIG DR PEPPER INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: KDP
SECURITY ID: 49271V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KEYSIGHT TECHNOLOGIES, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: KEYS
SECURITY ID: 49338L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Satish C. Dhanasekaran | Management | For | For |
| 1.2 | Elect Director Richard P. Hamada | Management | For | For |
| 1.3 | Elect Director Paul A. Lacouture | Management | For | For |
| 1.4 | Elect Director Kevin A. Stephens | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| LENNAR CORPORATION
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: LEN
SECURITY ID: 526057104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Tig Gilliam | Management | For | For |
| 1d | Elect Director Sherrill W. Hudson | Management | For | For |
| 1e | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1f | Elect Director Sidney Lapidus | Management | For | For |
| 1g | Elect Director Teri P. McClure | Management | For | For |
| 1h | Elect Director Stuart Miller | Management | For | For |
| 1i | Elect Director Armando Olivera | Management | For | For |
| 1j | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| LIFESTANCE HEALTH GROUP, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: LFST
SECURITY ID: 53228F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darren Black | Management | For | Withhold |
| 1.2 | Elect Director Eric Shuey | Management | For | Withhold |
| 1.3 | Elect Director Robert Bessler | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| MARTIN MARIETTA MATERIALS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MLM
SECURITY ID: 573284106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.2 | Elect Director Sue W. Cole | Management | For | For |
| 1.3 | Elect Director Anthony R. Foxx | Management | For | For |
| 1.4 | Elect Director John J. Koraleski | Management | For | For |
| 1.5 | Elect Director C. Howard Nye | Management | For | For |
| 1.6 | Elect Director Laree E. Perez | Management | For | For |
| 1.7 | Elect Director Thomas H. Pike | Management | For | For |
| 1.8 | Elect Director Michael J. Quillen | Management | For | For |
| 1.9 | Elect Director Donald W. Slager | Management | For | For |
| 1.10 | Elect Director David C. Wajsgras | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| MARVELL TECHNOLOGY, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: MRVL
SECURITY ID: 573874104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara Andrews | Management | For | For |
| 1b | Elect Director W. Tudor Brown | Management | For | For |
| 1c | Elect Director Brad W. Buss | Management | For | For |
| 1d | Elect Director Rebecca W. House | Management | For | For |
| 1e | Elect Director Marachel L. Knight | Management | For | For |
| 1f | Elect Director Matthew J. Murphy | Management | For | For |
| 1g | Elect Director Michael G. Strachan | Management | For | For |
| 1h | Elect Director Robert E. Switz | Management | For | For |
| 1i | Elect Director Ford Tamer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASIMO CORPORATION
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: MASI
SECURITY ID: 574795100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 2 Directors | ||||
| 1a | Elect Management Nominee Director H Michael Cohen | Management | For | Did Not Vote |
| 1b | Elect Management Nominee Director Julie A. Shimer | Management | For | Did Not Vote |
| 1c | Elect Dissident Nominee Director Michelle Brennan | Shareholder | Withhold | Did Not Vote |
| 1d | Elect Dissident Nominee Director Quentin Koffey | Shareholder | Withhold | Did Not Vote |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 5 | Declassify the Board of Directors | Management | For | Did Not Vote |
| 6 | Approve Increase in Size of Board from Five to Seven | Management | For | Did Not Vote |
| 7 | Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting | Shareholder | Against | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Blue Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 2 Directors | ||||
| Politan Nominees | ||||
| 1a | Elect Dissident Nominee Director Michelle Brennan | Shareholder | For | For |
| 1b | Elect Dissident Nominee Director Quentin Koffey | Shareholder | For | For |
| Company Nominees Opposed by Politan | ||||
| 1a | Elect Management Nominee Director H Michael Cohen | Management | Withhold | Withhold |
| 1b | Elect Management Nominee Director Julie A. Shimer | Management | Withhold | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Approve Increase in Size of Board from Five to Seven | Management | Abstain | For |
| 7 | Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting | Shareholder | For | For |
| META PLATFORMS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: META
SECURITY ID: 30303M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | For |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| METLIFE, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: MET
SECURITY ID: 59156R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl W. Grise | Management | For | For |
| 1b | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1c | Elect Director Carla A. Harris | Management | For | For |
| 1d | Elect Director Gerald L. Hassell | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director R. Glenn Hubbard | Management | For | For |
| 1g | Elect Director Jeh C. Johnson | Management | For | For |
| 1h | Elect Director Edward J. Kelly, III | Management | For | For |
| 1i | Elect Director William E. Kennard | Management | For | For |
| 1j | Elect Director Michel A. Khalaf | Management | For | For |
| 1k | Elect Director Catherine R. Kinney | Management | For | For |
| 1l | Elect Director Diana L. McKenzie | Management | For | For |
| 1m | Elect Director Denise M. Morrison | Management | For | For |
| 1n | Elect Director Mark A. Weinberger | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MONGODB, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MDB
SECURITY ID: 60937P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Archana Agrawal | Management | For | For |
| 1.2 | Elect Director Hope Cochran | Management | For | For |
| 1.3 | Elect Director Dwight Merriman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MORGAN STANLEY
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: MS
SECURITY ID: 617446448
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alistair Darling | Management | For | For |
| 1b | Elect Director Thomas H. Glocer | Management | For | For |
| 1c | Elect Director James P. Gorman | Management | For | For |
| 1d | Elect Director Robert H. Herz | Management | For | For |
| 1e | Elect Director Erika H. James | Management | For | For |
| 1f | Elect Director Hironori Kamezawa | Management | For | For |
| 1g | Elect Director Shelley B. Leibowitz | Management | For | For |
| 1h | Elect Director Stephen J. Luczo | Management | For | For |
| 1i | Elect Director Jami Miscik | Management | For | For |
| 1j | Elect Director Masato Miyachi | Management | For | For |
| 1k | Elect Director Dennis M. Nally | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| NETFLIX, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NFLX
SECURITY ID: 64110L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| NORTHROP GRUMMAN CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOC
SECURITY ID: 666807102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NOVAGOLD RESOURCES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NG
SECURITY ID: 66987E206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine Dorward-King | Management | For | For |
| 1b | Elect Director Diane Garrett | Management | For | For |
| 1c | Elect Director Thomas Kaplan | Management | For | For |
| 1d | Elect Director Hume Kyle | Management | For | For |
| 1e | Elect Director Gregory Lang | Management | For | For |
| 1f | Elect Director Kalidas Madhavpeddi | Management | For | For |
| 1g | Elect Director Kevin McArthur | Management | For | For |
| 1h | Elect Director Daniel Muniz Quintanilla | Management | For | For |
| 1i | Elect Director Ethan Schutt | Management | For | For |
| 1j | Elect Director Anthony Walsh | Management | For | For |
| 1k | Elect Director Dawn Whittaker | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Stock Option Plan | Management | For | Against |
| 4 | Amend Performance Share Unit Plan | Management | For | Against |
| 5 | Amend Deferred Share Unit Plan | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NVR, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: NVR
SECURITY ID: 62944T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul C. Saville | Management | For | For |
| 1.2 | Elect Director C.E. Andrews | Management | For | For |
| 1.3 | Elect Director Sallie B. Bailey | Management | For | For |
| 1.4 | Elect Director Thomas D. Eckert | Management | For | For |
| 1.5 | Elect Director Alfred E. Festa | Management | For | For |
| 1.6 | Elect Director Alexandra A. Jung | Management | For | For |
| 1.7 | Elect Director Mel Martinez | Management | For | For |
| 1.8 | Elect Director David A. Preiser | Management | For | For |
| 1.9 | Elect Director W. Grady Rosier | Management | For | For |
| 1.10 | Elect Director Susan Williamson Ross | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NXP SEMICONDUCTORS N.V.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NXPI
SECURITY ID: N6596X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| O-I GLASS, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: OI
SECURITY ID: 67098H104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Chapin | Management | For | For |
| 1b | Elect Director David V. Clark, II | Management | For | For |
| 1c | Elect Director Gordon J. Hardie | Management | For | For |
| 1d | Elect Director John Humphrey | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Alan J. Murray | Management | For | For |
| 1g | Elect Director Hari N. Nair | Management | For | For |
| 1h | Elect Director Catherine I. Slater | Management | For | For |
| 1i | Elect Director John H. Walker | Management | For | For |
| 1j | Elect Director Carol A. Williams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PELOTON INTERACTIVE, INC.
MEETING DATE: DEC 06, 2022 |
||||
|
TICKER: PTON
SECURITY ID: 70614W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Karen Boone | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PINTEREST, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PINS
SECURITY ID: 72352L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Jordan | Management | For | For |
| 1b | Elect Director Jeremy Levine | Management | For | For |
| 1c | Elect Director Gokul Rajaram | Management | For | For |
| 1d | Elect Director Marc Steinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 5 | Report on Censorship | Shareholder | Against | Against |
| QUANTA SERVICES, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: PWR
SECURITY ID: 74762E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director Vincent D. Poster | Management | For | For |
| 1.4 | Elect Director Bernard Fried | Management | For | For |
| 1.5 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.6 | Elect Director Holli C. Ladhani | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director R. Scott Rowe | Management | For | For |
| 1.9 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RADIAN GROUP INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RDN
SECURITY ID: 750236101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Howard B. Culang | Management | For | For |
| 1b | Elect Director Fawad Ahmad | Management | For | For |
| 1c | Elect Director Brad L. Conner | Management | For | For |
| 1d | Elect Director Debra Hess | Management | For | For |
| 1e | Elect Director Lisa W. Hess | Management | For | For |
| 1f | Elect Director Brian D. Montgomery | Management | For | For |
| 1g | Elect Director Lisa Mumford | Management | For | For |
| 1h | Elect Director Gaetano J. Muzio | Management | For | For |
| 1i | Elect Director Gregory V. Serio | Management | For | For |
| 1j | Elect Director Noel J. Spiegel | Management | For | For |
| 1k | Elect Director Richard G. Thornberry | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RALPH LAUREN CORPORATION
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: RL
SECURITY ID: 751212101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda Findley | Management | For | For |
| 1.3 | Elect Director Hubert Joly | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REGAL REXNORD CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RRX
SECURITY ID: 758750103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| REGENERON PHARMACEUTICALS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: REGN
SECURITY ID: 75886F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | For |
| 1b | Elect Director Christine A. Poon | Management | For | For |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| RENAISSANCERE HOLDINGS LTD.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: RNR
SECURITY ID: G7496G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Bushnell | Management | For | For |
| 1b | Elect Director James L. Gibbons | Management | For | For |
| 1c | Elect Director Shyam Gidumal | Management | For | For |
| 1d | Elect Director Torsten Jeworrek | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve PricewaterhouseCoopers Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| RXO, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: RXO
SECURITY ID: 74982T103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Drew Wilkerson | Management | For | For |
| 1b | Elect Director Stephen Renna | Management | For | For |
| 1c | Elect Director Thomas Szlosek | 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 |
| SCHLUMBERGER N.V.
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: SLB
SECURITY ID: 806857108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Coleman | Management | For | For |
| 1.2 | Elect Director Patrick de La Chevardiere | Management | For | For |
| 1.3 | Elect Director Miguel Galuccio | Management | For | For |
| 1.4 | Elect Director Olivier Le Peuch | Management | For | For |
| 1.5 | Elect Director Samuel Leupold | Management | For | For |
| 1.6 | Elect Director Tatiana Mitrova | Management | For | For |
| 1.7 | Elect Director Maria Moraeus Hanssen | Management | For | For |
| 1.8 | Elect Director Vanitha Narayanan | Management | For | For |
| 1.9 | Elect Director Mark Papa | Management | For | For |
| 1.10 | Elect Director Jeff Sheets | Management | For | For |
| 1.11 | Elect Director Ulrich Spiesshofer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt and Approve Financials and Dividends | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SHIFT4 PAYMENTS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: FOUR
SECURITY ID: 82452J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sam Bakhshandehpour | Management | For | For |
| 1.2 | Elect Director Jonathan Halkyard | Management | For | For |
| 1.3 | Elect Director Donald Isaacman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SOLAREDGE TECHNOLOGIES, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SEDG
SECURITY ID: 83417M104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marcel Gani | Management | For | For |
| 1b | Elect Director Tal Payne | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| SPIRIT REALTY CAPITAL, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: SRC
SECURITY ID: 84860W300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin M. Charlton | Management | For | For |
| 1.2 | Elect Director Elizabeth F. Frank | Management | For | For |
| 1.3 | Elect Director Michelle M. Frymire | Management | For | For |
| 1.4 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.5 | Elect Director Richard I. Gilchrist | Management | For | For |
| 1.6 | Elect Director Jackson Hsieh | Management | For | For |
| 1.7 | Elect Director Diana M. Laing | Management | For | For |
| 1.8 | Elect Director Nicholas P. Shepherd | Management | For | For |
| 1.9 | Elect Director Thomas J. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STATE STREET CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: STT
SECURITY ID: 857477103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director DonnaLee DeMaio | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Julio A. Portalatin | Management | For | For |
| 1k | Elect Director John B. Rhea | Management | For | For |
| 1l | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Report on Asset Management Policies and Diversified Investors | Shareholder | Against | Against |
| STRYKER CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SYK
SECURITY ID: 863667101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary K. Brainerd | Management | For | For |
| 1b | Elect Director Giovanni Caforio | Management | For | For |
| 1c | Elect Director Srikant M. Datar | Management | For | For |
| 1d | Elect Director Allan C. Golston | Management | For | For |
| 1e | Elect Director Kevin A. Lobo | Management | For | For |
| 1f | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1g | Elect Director Andrew K. Silvernail | Management | For | For |
| 1h | Elect Director Lisa M. Skeete Tatum | Management | For | For |
| 1i | Elect Director Ronda E. Stryker | Management | For | For |
| 1j | Elect Director Rajeev Suri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: 2330
SECURITY ID: 874039100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | For |
| 4 | Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee | Management | For | For |
| TAPESTRY, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: TPR
SECURITY ID: 876030107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Johanna (Hanneke) Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TARGET CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: TGT
SECURITY ID: 87612E106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TAYLOR MORRISON HOME CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMHC
SECURITY ID: 87724P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Lane | Management | For | For |
| 1b | Elect Director William H. Lyon | Management | For | For |
| 1c | Elect Director Anne L. Mariucci | Management | For | For |
| 1d | Elect Director David C. Merritt | Management | For | For |
| 1e | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1f | Elect Director Sheryl D. Palmer | Management | For | For |
| 1g | Elect Director Denise F. Warren | Management | For | For |
| 1h | Elect Director Christopher Yip | 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 |
| TECHNIPFMC PLC
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: FTI
SECURITY ID: G87110105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas J. Pferdehirt | Management | For | For |
| 1b | Elect Director Claire S. Farley | Management | For | For |
| 1c | Elect Director Eleazar de Carvalho Filho | Management | For | For |
| 1d | Elect Director Robert G. Gwin | Management | For | For |
| 1e | Elect Director John O'Leary | Management | For | For |
| 1f | Elect Director Margareth Ovrum | Management | For | For |
| 1g | Elect Director Kay G. Priestly | Management | For | For |
| 1h | Elect Director John Yearwood | Management | For | For |
| 1i | Elect Director Sophie Zurquiyah | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Directors' Remuneration Report | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Ratify PwC as Auditors | Management | For | For |
| 6 | Reappoint PwC as U.K. Statutory Auditor | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| TERADYNE, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: TER
SECURITY ID: 880770102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy E. Guertin | Management | For | For |
| 1b | Elect Director Peter Herweck | Management | For | For |
| 1c | Elect Director Mercedes Johnson | Management | For | For |
| 1d | Elect Director Ernest E. Maddock | Management | For | For |
| 1e | Elect Director Marilyn Matz | Management | For | For |
| 1f | Elect Director Gregory S. Smith | Management | For | For |
| 1g | Elect Director Ford Tamer | Management | For | For |
| 1h | Elect Director Paul J. Tufano | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE AES CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: AES
SECURITY ID: 00130H105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet G. Davidson | Management | For | For |
| 1.2 | Elect Director Andres R. Gluski | Management | For | For |
| 1.3 | Elect Director Tarun Khanna | Management | For | For |
| 1.4 | Elect Director Holly K. Koeppel | Management | For | For |
| 1.5 | Elect Director Julia M. Laulis | Management | For | For |
| 1.6 | Elect Director Alain Monie | Management | For | For |
| 1.7 | Elect Director John B. Morse, Jr. | Management | For | For |
| 1.8 | Elect Director Moises Naim | Management | For | For |
| 1.9 | Elect Director Teresa M. Sebastian | Management | For | For |
| 1.10 | Elect Director Maura Shaughnessy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE BOEING COMPANY
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: BA
SECURITY ID: 097023105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE BOSTON BEER COMPANY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SAM
SECURITY ID: 100557107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Meghan V. Joyce | Management | For | For |
| 1.2 | Elect Director Michael Spillane | Management | For | For |
| 1.3 | Elect Director Jean-Michel Valette | 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 |
| THE CIGNA GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CI
SECURITY ID: 125523100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE COCA-COLA COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KO
SECURITY ID: 191216100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE PNC FINANCIAL SERVICES GROUP, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: PNC
SECURITY ID: 693475105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Renu Khator | Management | For | For |
| 1i | Elect Director Linda R. Medler | Management | For | For |
| 1j | Elect Director Robert A. Niblock | Management | For | For |
| 1k | Elect Director Martin Pfinsgraff | Management | For | For |
| 1l | Elect Director Bryan S. Salesky | Management | For | For |
| 1m | Elect Director Toni Townes-whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE SOUTHERN COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SO
SECURITY ID: 842587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TJX COMPANIES, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TJX
SECURITY ID: 872540109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | For |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THERMO FISHER SCIENTIFIC INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TMO
SECURITY ID: 883556102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| UBER TECHNOLOGIES, INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: UBER
SECURITY ID: 90353T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald Sugar | Management | For | For |
| 1b | Elect Director Revathi Advaithi | Management | For | For |
| 1c | Elect Director Ursula Burns | Management | For | For |
| 1d | Elect Director Robert Eckert | Management | For | For |
| 1e | Elect Director Amanda Ginsberg | Management | For | For |
| 1f | Elect Director Dara Khosrowshahi | Management | For | For |
| 1g | Elect Director Wan Ling Martello | Management | For | For |
| 1h | Elect Director John Thain | Management | For | For |
| 1i | Elect Director David I. Trujillo | Management | For | For |
| 1j | Elect Director Alexander Wynaendts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Commission a Third-Party Audit on Driver Health and Safety | Shareholder | Against | Against |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| VALERO ENERGY CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: VLO
SECURITY ID: 91913Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred M. Diaz | Management | For | For |
| 1b | Elect Director H. Paulett Eberhart | Management | For | For |
| 1c | Elect Director Marie A. Ffolkes | Management | For | For |
| 1d | Elect Director Joseph W. Gorder | Management | For | For |
| 1e | Elect Director Kimberly S. Greene | Management | For | For |
| 1f | Elect Director Deborah P. Majoras | Management | For | For |
| 1g | Elect Director Eric D. Mullins | Management | For | For |
| 1h | Elect Director Donald L. Nickles | Management | For | For |
| 1i | Elect Director Robert A. Profusek | Management | For | For |
| 1j | Elect Director Randall J. Weisenburger | Management | For | For |
| 1k | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Shareholder | Against | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VIATRIS INC.
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: VTRS
SECURITY ID: 92556V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director W. Don Cornwell | Management | For | For |
| 1B | Elect Director Harry A. Korman | Management | For | For |
| 1C | Elect Director Rajiv Malik | Management | For | For |
| 1D | Elect Director Richard A. Mark | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| VICI PROPERTIES INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: VICI
SECURITY ID: 925652109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VISTRA CORP.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: VST
SECURITY ID: 92840M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott B. Helm | Management | For | For |
| 1.2 | Elect Director Hilary E. Ackermann | Management | For | For |
| 1.3 | Elect Director Arcilia C. Acosta | Management | For | For |
| 1.4 | Elect Director Gavin R. Baiera | Management | For | For |
| 1.5 | Elect Director Paul M. Barbas | Management | For | For |
| 1.6 | Elect Director James A. Burke | Management | For | For |
| 1.7 | Elect Director Lisa Crutchfield | Management | For | For |
| 1.8 | Elect Director Brian K. Ferraioli | Management | For | For |
| 1.9 | Elect Director Jeff D. Hunter | Management | For | For |
| 1.10 | Elect Director Julie A. Lagacy | Management | For | For |
| 1.11 | Elect Director John R. (J.R.) Sult | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WELLS FARGO & COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WFC
SECURITY ID: 949746101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WEST PHARMACEUTICAL SERVICES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WST
SECURITY ID: 955306105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Buthman | Management | For | For |
| 1b | Elect Director William F. Feehery | Management | For | For |
| 1c | Elect Director Robert F. Friel | Management | For | For |
| 1d | Elect Director Eric M. Green | Management | For | For |
| 1e | Elect Director Thomas W. Hofmann | Management | For | For |
| 1f | Elect Director Molly E. Joseph | Management | For | For |
| 1g | Elect Director Deborah L. V. Keller | Management | For | For |
| 1h | Elect Director Myla P. Lai-Goldman | Management | For | For |
| 1i | Elect Director Stephen H. Lockhart | Management | For | For |
| 1j | Elect Director Douglas A. Michels | Management | For | For |
| 1k | Elect Director Paolo Pucci | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Bylaws | Shareholder | Against | Against |
| WESTLAKE CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: WLK
SECURITY ID: 960413102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a.1 | Elect Director Catherine T. Chao | Management | For | For |
| 1a.2 | Elect Director Marius A. Haas | Management | For | For |
| 1a.3 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1a.4 | Elect Director Jeffrey W. Sheets | Management | For | For |
| 1b.1 | Elect Director Carolyn C. Sabat | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| 7 | Strengthen 2030 GHG Reduction Targets and Adopt Long-Term Targets Aligned with Net Zero | Shareholder | Against | Against |
| 8 | Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | Against |
| WILLSCOT MOBILE MINI HOLDINGS CORP.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: WSC
SECURITY ID: 971378104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark S. Bartlett | Management | For | For |
| 1.2 | Elect Director Erika T. Davis | Management | For | For |
| 1.3 | Elect Director Gerard E. Holthaus | Management | For | For |
| 1.4 | Elect Director Erik Olsson | Management | For | For |
| 1.5 | Elect Director Rebecca L. Owen | Management | For | For |
| 1.6 | Elect Director Jeff Sagansky | Management | For | For |
| 1.7 | Elect Director Bradley L. Soultz | Management | For | For |
| 1.8 | Elect Director Michael W. Upchurch | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WORKDAY, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: WDAY
SECURITY ID: 98138H101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christa Davies | Management | For | For |
| 1b | Elect Director Wayne A.I. Frederick | Management | For | For |
| 1c | Elect Director Mark J. Hawkins | Management | For | For |
| 1d | Elect Director George J. Still, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
VOTE SUMMARY REPORT
FIDELITY PREFERRED SECURITIES & INCOME ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| PACIFIC GAS AND ELECTRIC COMPANY
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: PCG.PA
SECURITY ID: 694308206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Sumeet Singh | Management | For | For |
| 1g | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte and Touche LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY QUALITY FACTOR ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABBVIE INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ABBV
SECURITY ID: 00287Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACCENTURE PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: ACN
SECURITY ID: G1151C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ATVI
SECURITY ID: 00507V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ADOBE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: ADBE
SECURITY ID: 00724F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| AGREE REALTY CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ADC
SECURITY ID: 008492100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Merrie S. Frankel | Management | For | For |
| 1.2 | Elect Director John Rakolta, Jr. | Management | For | For |
| 1.3 | Elect Director Jerome Rossi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AIRBNB, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ABNB
SECURITY ID: 009066101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nathan Blecharczyk | Management | For | Withhold |
| 1.2 | Elect Director Alfred Lin | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTRIA GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MO
SECURITY ID: 02209S103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| AMERIPRISE FINANCIAL, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: AMP
SECURITY ID: 03076C106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1c | Elect Director Dianne Neal Blixt | Management | For | For |
| 1d | Elect Director Amy DiGeso | Management | For | For |
| 1e | Elect Director Christopher J. Williams | Management | For | For |
| 1f | Elect Director Armando Pimentel, Jr. | Management | For | For |
| 1g | Elect Director Brian T. Shea | Management | For | For |
| 1h | Elect Director W. Edward Walter, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMGEN INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: AMGN
SECURITY ID: 031162100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AON PLC
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: AON
SECURITY ID: G0403H108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.8 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.9 | Elect Director Gloria Santona | Management | For | For |
| 1.10 | Elect Director Sarah E. Smith | Management | For | For |
| 1.11 | Elect Director Byron O. Spruell | Management | For | For |
| 1.12 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Amend Omnibus Plan | Management | For | For |
| APA CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: APA
SECURITY ID: 03743Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Annell R. Bay | Management | For | For |
| 2 | Elect Director John J. Christmann, IV | Management | For | For |
| 3 | Elect Director Juliet S. Ellis | Management | For | For |
| 4 | Elect Director Charles W. Hooper | Management | For | For |
| 5 | Elect Director Chansoo Joung | Management | For | For |
| 6 | Elect Director H. Lamar McKay | Management | For | For |
| 7 | Elect Director Amy H. Nelson | Management | For | For |
| 8 | Elect Director Daniel W. Rabun | Management | For | For |
| 9 | Elect Director Peter A. Ragauss | Management | For | For |
| 10 | Elect Director David L. Stover | Management | For | For |
| 11 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLIED MATERIALS, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: AMAT
SECURITY ID: 038222105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| AT&T INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: T
SECURITY ID: 00206R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| ATKORE, INC.
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: ATKR
SECURITY ID: 047649108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeri L. Isbell | Management | For | For |
| 1b | Elect Director Wilbert W. James, Jr. | Management | For | For |
| 1c | Elect Director Betty R. Johnson | Management | For | For |
| 1d | Elect Director Justin A. Kershaw | Management | For | For |
| 1e | Elect Director Scott H. Muse | Management | For | For |
| 1f | Elect Director Michael V. Schrock | Management | For | For |
| 1g | Elect Director William R. VanArsdale *Withdrawn* | Management | None | None |
| 1h | Elect Director William E. Waltz, Jr. | Management | For | For |
| 1i | Elect Director A. Mark Zeffiro | 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 |
| AUTOZONE, INC.
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: AZO
SECURITY ID: 053332102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BOOKING HOLDINGS INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BKNG
SECURITY ID: 09857L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BROADCOM INC.
MEETING DATE: APR 03, 2023 |
||||
|
TICKER: AVGO
SECURITY ID: 11135F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CADENCE DESIGN SYSTEMS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CDNS
SECURITY ID: 127387108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CF INDUSTRIES HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CF
SECURITY ID: 125269100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHEVRON CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: CVX
SECURITY ID: 166764100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CINTAS CORPORATION
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: CTAS
SECURITY ID: 172908105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Todd M. Schneider | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 8 | Report on Political Contributions | Shareholder | Against | For |
| CISCO SYSTEMS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: CSCO
SECURITY ID: 17275R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| CLEARWAY ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CWEN
SECURITY ID: 18539C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan Bram | Management | For | Withhold |
| 1.2 | Elect Director Nathaniel Anschuetz | Management | For | Withhold |
| 1.3 | Elect Director Emmanuel Barrois | Management | For | Withhold |
| 1.4 | Elect Director Brian R. Ford | Management | For | Withhold |
| 1.5 | Elect Director Guillaume Hediard | Management | For | Withhold |
| 1.6 | Elect Director Jennifer Lowry | Management | For | Withhold |
| 1.7 | Elect Director Bruce MacLennan | Management | For | Withhold |
| 1.8 | Elect Director Daniel B. More | Management | For | Withhold |
| 1.9 | Elect Director E. Stanley O'Neal | Management | For | For |
| 1.10 | Elect Director Christopher S. Sotos | Management | For | Withhold |
| 1.11 | Elect Director Vincent Stoquart | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CME GROUP INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CME
SECURITY ID: 12572Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence A. Duffy | Management | For | For |
| 1b | Elect Director Kathryn Benesh | Management | For | For |
| 1c | Elect Director Timothy S. Bitsberger | Management | For | Against |
| 1d | Elect Director Charles P. Carey | Management | For | Against |
| 1e | Elect Director Bryan T. Durkin | Management | For | For |
| 1f | Elect Director Harold Ford, Jr. | Management | For | For |
| 1g | Elect Director Martin J. Gepsman | Management | For | For |
| 1h | Elect Director Larry G. Gerdes | Management | For | For |
| 1i | Elect Director Daniel R. Glickman | Management | For | Against |
| 1j | Elect Director Daniel G. Kaye | Management | For | For |
| 1k | Elect Director Phyllis M. Lockett | Management | For | Against |
| 1l | Elect Director Deborah J. Lucas | Management | For | For |
| 1m | Elect Director Terry L. Savage | Management | For | Against |
| 1n | Elect Director Rahael Seifu | Management | For | Against |
| 1o | Elect Director William R. Shepard | Management | For | For |
| 1p | Elect Director Howard J. Siegel | Management | For | For |
| 1q | Elect Director Dennis A. Suskind | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COLGATE-PALMOLIVE COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: CL
SECURITY ID: 194162103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Steve Cahillane | Management | For | For |
| 1d | Elect Director Lisa M. Edwards | Management | For | For |
| 1e | Elect Director C. Martin Harris | Management | For | For |
| 1f | Elect Director Martina Hund-Mejean | Management | For | For |
| 1g | Elect Director Kimberly A. Nelson | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Michael B. Polk | Management | For | For |
| 1j | Elect Director Stephen I. Sadove | Management | For | For |
| 1k | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CMCSA
SECURITY ID: 20030N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COMERICA INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CMA
SECURITY ID: 200340107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Avila | Management | For | For |
| 1.2 | Elect Director Michael E. Collins | Management | For | For |
| 1.3 | Elect Director Roger A. Cregg | Management | For | For |
| 1.4 | Elect Director Curtis C. Farmer | Management | For | For |
| 1.5 | Elect Director Jacqueline P. Kane | Management | For | For |
| 1.6 | Elect Director Derek J. Kerr | Management | For | For |
| 1.7 | Elect Director Richard G. Lindner | Management | For | For |
| 1.8 | Elect Director Jennifer H. Sampson | Management | For | For |
| 1.9 | Elect Director Barbara R. Smith | Management | For | For |
| 1.10 | Elect Director Robert S. Taubman | Management | For | For |
| 1.11 | Elect Director Reginald M. Turner, Jr. | Management | For | For |
| 1.12 | Elect Director Nina G. Vaca | Management | For | For |
| 1.13 | Elect Director Michael G. Van de Ven | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| COPART, INC.
MEETING DATE: OCT 31, 2022 |
||||
|
TICKER: CPRT
SECURITY ID: 217204106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| COPART, INC.
MEETING DATE: DEC 02, 2022 |
||||
|
TICKER: CPRT
SECURITY ID: 217204106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Willis J. Johnson | Management | For | For |
| 1.2 | Elect Director A. Jayson Adair | Management | For | For |
| 1.3 | Elect Director Matt Blunt | Management | For | For |
| 1.4 | Elect Director Steven D. Cohan | Management | For | For |
| 1.5 | Elect Director Daniel J. Englander | Management | For | For |
| 1.6 | Elect Director James E. Meeks | Management | For | For |
| 1.7 | Elect Director Thomas N. Tryforos | Management | For | For |
| 1.8 | Elect Director Diane M. Morefield | Management | For | For |
| 1.9 | Elect Director Stephen Fisher | Management | For | For |
| 1.10 | Elect Director Cherylyn Harley LeBon | Management | For | For |
| 1.11 | Elect Director Carl D. Sparks | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COTERRA ENERGY INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CTRA
SECURITY ID: 127097103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | For |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| CSX CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CSX
SECURITY ID: 126408103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Alvarado | Management | For | For |
| 1b | Elect Director Thomas P. Bostick | Management | For | For |
| 1c | Elect Director Steven T. Halverson | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Joseph R. Hinrichs | Management | For | For |
| 1f | Elect Director David M. Moffett | Management | For | For |
| 1g | Elect Director Linda H. Riefler | Management | For | For |
| 1h | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1i | Elect Director James L. Wainscott | Management | For | For |
| 1j | Elect Director J. Steven Whisler | Management | For | For |
| 1k | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DISCOVER FINANCIAL SERVICES
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: DFS
SECURITY ID: 254709108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DOMINO'S PIZZA, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: DPZ
SECURITY ID: 25754A201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director C. Andrew Ballard | Management | For | For |
| 1.3 | Elect Director Andrew B. Balson | Management | For | For |
| 1.4 | Elect Director Corie S. Barry | Management | For | For |
| 1.5 | Elect Director Diana F. Cantor | Management | For | For |
| 1.6 | Elect Director Richard L. Federico | Management | For | For |
| 1.7 | Elect Director James A. Goldman | Management | For | For |
| 1.8 | Elect Director Patricia E. Lopez | Management | For | For |
| 1.9 | Elect Director Russell J. Weiner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DOW INC.
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: DOW
SECURITY ID: 260557103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Gaurdie E. Banister, Jr. | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Richard K. Davis | Management | For | For |
| 1e | Elect Director Jerri DeVard | Management | For | For |
| 1f | Elect Director Debra L. Dial | Management | For | For |
| 1g | Elect Director Jeff M. Fettig | Management | For | For |
| 1h | Elect Director Jim Fitterling | Management | For | For |
| 1i | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1j | Elect Director Luis Alberto Moreno | Management | For | For |
| 1k | Elect Director Jill S. Wyant | Management | For | For |
| 1l | Elect Director Daniel W. Yohannes | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| DUKE REALTY CORPORATION
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: DRE
SECURITY ID: 264411505
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | Against |
| EAGLE MATERIALS INC.
MEETING DATE: AUG 05, 2022 |
||||
|
TICKER: EXP
SECURITY ID: 26969P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George J. Damiris | Management | For | For |
| 1b | Elect Director Martin M. Ellen | Management | For | For |
| 1c | Elect Director David B. Powers | 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 |
| EAST WEST BANCORP, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: EWBC
SECURITY ID: 27579R104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Manuel P. Alvarez | Management | For | For |
| 1.2 | Elect Director Molly Campbell | Management | For | For |
| 1.3 | Elect Director Archana Deskus | Management | For | For |
| 1.4 | Elect Director Serge Dumont | Management | For | For |
| 1.5 | Elect Director Rudolph I. Estrada | Management | For | For |
| 1.6 | Elect Director Paul H. Irving | Management | For | For |
| 1.7 | Elect Director Sabrina Kay | Management | For | For |
| 1.8 | Elect Director Jack C. Liu | Management | For | For |
| 1.9 | Elect Director Dominic Ng | Management | For | For |
| 1.10 | Elect Director Lester M. Sussman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| EOG RESOURCES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EOG
SECURITY ID: 26875P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ESSENT GROUP LTD.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: ESNT
SECURITY ID: G3198U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Casale | Management | For | For |
| 1.2 | Elect Director Douglas J. Pauls | Management | For | For |
| 1.3 | Elect Director William Spiegel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ESSEX PROPERTY TRUST, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ESS
SECURITY ID: 297178105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith R. Guericke | Management | For | For |
| 1b | Elect Director Maria R. Hawthorne | Management | For | For |
| 1c | Elect Director Amal M. Johnson | Management | For | For |
| 1d | Elect Director Mary Kasaris | Management | For | For |
| 1e | Elect Director Angela L. Kleiman | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director George M. Marcus | Management | For | For |
| 1h | Elect Director Thomas E. Robinson | Management | For | For |
| 1i | Elect Director Michael J. Schall | Management | For | For |
| 1j | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: EXPD
SECURITY ID: 302130109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn M. Alger | Management | For | For |
| 1.2 | Elect Director Robert P. Carlile | Management | For | For |
| 1.3 | Elect Director James M. DuBois | Management | For | For |
| 1.4 | Elect Director Mark A. Emmert | Management | For | For |
| 1.5 | Elect Director Diane H. Gulyas | Management | For | For |
| 1.6 | Elect Director Jeffrey S. Musser | Management | For | For |
| 1.7 | Elect Director Brandon S. Pedersen | Management | For | For |
| 1.8 | Elect Director Liane J. Pelletier | Management | For | For |
| 1.9 | Elect Director Olivia D. Polius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | Against |
| EXTRA SPACE STORAGE INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EXR
SECURITY ID: 30225T102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Woolley | Management | For | For |
| 1.2 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.3 | Elect Director Roger B. Porter | Management | For | For |
| 1.4 | Elect Director Jennifer Blouin | Management | For | For |
| 1.5 | Elect Director Joseph J. Bonner | Management | For | For |
| 1.6 | Elect Director Gary L. Crittenden | Management | For | For |
| 1.7 | Elect Director Spencer F. Kirk | Management | For | For |
| 1.8 | Elect Director Diane Olmstead | Management | For | For |
| 1.9 | Elect Director Jefferson S. Shreve | Management | For | For |
| 1.10 | Elect Director Julia Vander Ploeg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Abstain |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FASTENAL COMPANY
MEETING DATE: APR 22, 2023 |
||||
|
TICKER: FAST
SECURITY ID: 311900104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott A. Satterlee | Management | For | For |
| 1b | Elect Director Michael J. Ancius | Management | For | For |
| 1c | Elect Director Stephen L. Eastman | Management | For | For |
| 1d | Elect Director Daniel L. Florness | Management | For | For |
| 1e | Elect Director Rita J. Heise | Management | For | For |
| 1f | Elect Director Hsenghung Sam Hsu | Management | For | For |
| 1g | Elect Director Daniel L. Johnson | Management | For | For |
| 1h | Elect Director Nicholas J. Lundquist | Management | For | For |
| 1i | Elect Director Sarah N. Nielsen | Management | For | For |
| 1j | Elect Director Reyne K. Wisecup | 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 |
| FIRSTENERGY CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: FE
SECURITY ID: 337932107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jana T. Croom | Management | For | For |
| 1.2 | Elect Director Steven J. Demetriou | Management | For | For |
| 1.3 | Elect Director Lisa Winston Hicks | Management | For | For |
| 1.4 | Elect Director Paul Kaleta | Management | For | For |
| 1.5 | Elect Director Sean T. Klimczak | Management | For | For |
| 1.6 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.7 | Elect Director James F. O'Neil, III | Management | For | For |
| 1.8 | Elect Director John W. Somerhalder, II | Management | For | For |
| 1.9 | Elect Director Andrew Teno | Management | For | For |
| 1.10 | Elect Director Leslie M. Turner | Management | For | For |
| 1.11 | Elect Director Melvin Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Establish a New Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| FREEPORT-MCMORAN, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FCX
SECURITY ID: 35671D857
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GLPI
SECURITY ID: 36467J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter M. Carlino | Management | For | For |
| 1.2 | Elect Director JoAnne A. Epps | Management | For | For |
| 1.3 | Elect Director Carol 'Lili' Lynton | Management | For | For |
| 1.4 | Elect Director Joseph W. Marshall, III | Management | For | For |
| 1.5 | Elect Director James B. Perry | Management | For | For |
| 1.6 | Elect Director Barry F. Schwartz | Management | For | For |
| 1.7 | Elect Director Earl C. Shanks | Management | For | For |
| 1.8 | Elect Director E. Scott Urdang | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HOLOGIC, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: HOLX
SECURITY ID: 436440101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. MacMillan | Management | For | For |
| 1b | Elect Director Sally W. Crawford | Management | For | For |
| 1c | Elect Director Charles J. Dockendorff | Management | For | For |
| 1d | Elect Director Scott T. Garrett | Management | For | For |
| 1e | Elect Director Ludwig N. Hantson | Management | For | For |
| 1f | Elect Director Namal Nawana | Management | For | For |
| 1g | Elect Director Christiana Stamoulis | Management | For | For |
| 1h | Elect Director Stacey D. Stewart | Management | For | For |
| 1i | Elect Director Amy M. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HONEYWELL INTERNATIONAL INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: HON
SECURITY ID: 438516106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Environmental Justice Report | Shareholder | Against | Against |
| IDACORP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: IDA
SECURITY ID: 451107106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Odette C. Bolano | Management | For | For |
| 1.2 | Elect Director Richard J. Dahl | Management | For | For |
| 1.3 | Elect Director Annette G. Elg | Management | For | For |
| 1.4 | Elect Director Lisa A. Grow | Management | For | For |
| 1.5 | Elect Director Ronald W. Jibson | Management | For | For |
| 1.6 | Elect Director Judith A. Johansen | Management | For | For |
| 1.7 | Elect Director Dennis L. Johnson | Management | For | For |
| 1.8 | Elect Director Nate R. Jorgensen | Management | For | For |
| 1.9 | Elect Director Jeff C. Kinneeveauk | Management | For | For |
| 1.10 | Elect Director Susan D. Morris | Management | For | For |
| 1.11 | Elect Director Richard J. Navarro | Management | For | For |
| 1.12 | Elect Director Mark T. Peters | 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 |
| ILLINOIS TOOL WORKS INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ITW
SECURITY ID: 452308109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Darell L. Ford | Management | For | For |
| 1d | Elect Director Kelly J. Grier | Management | For | For |
| 1e | Elect Director James W. Griffith | Management | For | For |
| 1f | Elect Director Jay L. Henderson | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director David B. Smith, Jr. | Management | For | For |
| 1j | Elect Director Pamela B. Strobel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| JOHNSON & JOHNSON
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JNJ
SECURITY ID: 478160104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Abstain |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| KIMBERLY-CLARK CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KMB
SECURITY ID: 494368103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Michael D. Hsu | Management | For | For |
| 1.4 | Elect Director Mae C. Jemison | Management | For | For |
| 1.5 | Elect Director S. Todd Maclin | Management | For | For |
| 1.6 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.7 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.8 | Elect Director Christa S. Quarles | Management | For | For |
| 1.9 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.10 | Elect Director Dunia A. Shive | Management | For | For |
| 1.11 | Elect Director Mark T. Smucker | Management | For | For |
| 1.12 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KINSALE CAPITAL GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: KNSL
SECURITY ID: 49714P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael P. Kehoe | Management | For | For |
| 1b | Elect Director Steven J. Bensinger | Management | For | For |
| 1c | Elect Director Teresa P. Chia | Management | For | For |
| 1d | Elect Director Robert V. Hatcher, III | Management | For | For |
| 1e | Elect Director Anne C. Kronenberg | Management | For | For |
| 1f | Elect Director Robert Lippincott, III | Management | For | For |
| 1g | Elect Director James J. Ritchie | Management | For | For |
| 1h | Elect Director Frederick L. Russell, Jr. | Management | For | For |
| 1i | Elect Director Gregory M. Share | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| LAM RESEARCH CORPORATION
MEETING DATE: NOV 08, 2022 |
||||
|
TICKER: LRCX
SECURITY ID: 512807108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LANDSTAR SYSTEM, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: LSTR
SECURITY ID: 515098101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David G. Bannister | Management | For | For |
| 1b | Elect Director James L. Liang | Management | For | For |
| 1c | Elect Director George P. Scanlon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LIBERTY GLOBAL PLC
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: LBTYA
SECURITY ID: G5480U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Miranda Curtis | Management | For | Against |
| 2 | Elect Director J David Wargo | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Approve Remuneration Policy | Management | For | Against |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Ratify KPMG LLP (U.S.) as Auditors | Management | For | For |
| 7 | Ratify KPMG LLP (U.K.) as Auditors | Management | For | For |
| 8 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 9 | Authorise Issue of Equity | Management | For | Against |
| 10 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 12 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 13 | Approve Omnibus Stock Plan | Management | For | Against |
| LINDE PLC
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| LOWE'S COMPANIES, INC.
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: LOW
SECURITY ID: 548661107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| LYONDELLBASELL INDUSTRIES N.V.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: LYB
SECURITY ID: N53745100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacques Aigrain | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | For |
| 1c | Elect Director Robin Buchanan | Management | For | For |
| 1d | Elect Director Anthony (Tony) Chase | Management | For | For |
| 1e | Elect Director Robert (Bob) Dudley | Management | For | For |
| 1f | Elect Director Claire Farley | Management | For | For |
| 1g | Elect Director Rita Griffin | Management | For | For |
| 1h | Elect Director Michael Hanley | Management | For | For |
| 1i | Elect Director Virginia Kamsky | Management | For | For |
| 1j | Elect Director Albert Manifold | Management | For | For |
| 1k | Elect Director Peter Vanacker | Management | For | For |
| 2 | Approve Discharge of Directors | Management | For | For |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Shares | Management | For | For |
| MARATHON OIL CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: MRO
SECURITY ID: 565849106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chadwick C. Deaton | Management | For | For |
| 1b | Elect Director Marcela E. Donadio | Management | For | For |
| 1c | Elect Director M. Elise Hyland | Management | For | For |
| 1d | Elect Director Holli C. Ladhani | Management | For | For |
| 1e | Elect Director Mark A. McCollum | Management | For | For |
| 1f | Elect Director Brent J. Smolik | Management | For | For |
| 1g | Elect Director Lee M. Tillman | Management | For | For |
| 1h | Elect Director Shawn D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MCDONALD'S CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MCD
SECURITY ID: 580135101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MRK
SECURITY ID: 58933Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| META PLATFORMS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: META
SECURITY ID: 30303M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | Withhold |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | Withhold |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| METTLER-TOLEDO INTERNATIONAL INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MTD
SECURITY ID: 592688105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert F. Spoerry | Management | For | For |
| 1.2 | Elect Director Roland Diggelmann | Management | For | For |
| 1.3 | Elect Director Domitille Doat-Le Bigot | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director Richard Francis | Management | For | For |
| 1.6 | Elect Director Michael A. Kelly | Management | For | For |
| 1.7 | Elect Director Thomas P. Salice | Management | For | For |
| 1.8 | Elect Director Ingrid Zhang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MODERNA, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MRNA
SECURITY ID: 60770K107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MOODY'S CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: MCO
SECURITY ID: 615369105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MSCI INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: MSCI
SECURITY ID: 55354G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NATIONAL FUEL GAS COMPANY
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: NFG
SECURITY ID: 636180101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Carroll | Management | For | For |
| 1.2 | Elect Director Steven C. Finch | Management | For | For |
| 1.3 | Elect Director Joseph N. Jaggers | Management | For | For |
| 1.4 | Elect Director Jeffrey W. Shaw | Management | For | For |
| 1.5 | Elect Director Thomas E. Skains | Management | For | For |
| 1.6 | Elect Director David F. Smith | Management | For | For |
| 1.7 | Elect Director Ronald J. Tanski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NNN
SECURITY ID: 637417106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela K.M. Beall | Management | For | For |
| 1b | Elect Director Steven D. Cosler | Management | For | For |
| 1c | Elect Director David M. Fick | Management | For | For |
| 1d | Elect Director Edward J. Fritsch | Management | For | For |
| 1e | Elect Director Elizabeth C. Gulacsy | Management | For | For |
| 1f | Elect Director Kevin B. Habicht | Management | For | For |
| 1g | Elect Director Betsy D. Holden | Management | For | For |
| 1h | Elect Director Stephen A. Horn, Jr. | Management | For | For |
| 1i | Elect Director Kamau O. Witherspoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NEXSTAR MEDIA GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NXST
SECURITY ID: 65336K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | For |
| NEXTERA ENERGY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NEE
SECURITY ID: 65339F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| NIKE, INC.
MEETING DATE: SEP 09, 2022 |
||||
|
TICKER: NKE
SECURITY ID: 654106103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NORFOLK SOUTHERN CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NSC
SECURITY ID: 655844108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas D. Bell, Jr. | Management | For | For |
| 1b | Elect Director Mitchell E. Daniels, Jr. | Management | For | For |
| 1c | Elect Director Marcela E. Donadio | Management | For | For |
| 1d | Elect Director John C. Huffard, Jr. | Management | For | For |
| 1e | Elect Director Christopher T. Jones | Management | For | For |
| 1f | Elect Director Thomas C. Kelleher | Management | For | For |
| 1g | Elect Director Steven F. Leer | Management | For | For |
| 1h | Elect Director Michael D. Lockhart | Management | For | For |
| 1i | Elect Director Amy E. Miles | Management | For | For |
| 1j | Elect Director Claude Mongeau | Management | For | For |
| 1k | Elect Director Jennifer F. Scanlon | Management | For | For |
| 1l | Elect Director Alan H. Shaw | Management | For | For |
| 1m | Elect Director John R. Thompson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| NRG ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NRG
SECURITY ID: 629377508
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director E. Spencer Abraham | Management | For | For |
| 1b | Elect Director Antonio Carrillo | Management | For | For |
| 1c | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1d | Elect Director Lawrence S. Coben | Management | For | For |
| 1e | Elect Director Heather Cox | Management | For | For |
| 1f | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1g | Elect Director Mauricio Gutierrez | Management | For | For |
| 1h | Elect Director Paul W. Hobby | Management | For | For |
| 1i | Elect Director Alexandra Pruner | Management | For | For |
| 1j | Elect Director Anne C. Schaumburg | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| NUCOR CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NUE
SECURITY ID: 670346105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norma B. Clayton | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Michael W. Lamach | Management | For | For |
| 1.6 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.7 | Elect Director Leon J. Topalian | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| O'REILLY AUTOMOTIVE, INC.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: ORLY
SECURITY ID: 67103H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: OXY
SECURITY ID: 674599105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OLD DOMINION FREIGHT LINE, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ODFL
SECURITY ID: 679580100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherry A. Aaholm | Management | For | For |
| 1.2 | Elect Director David S. Congdon | Management | For | For |
| 1.3 | Elect Director John R. Congdon, Jr. | Management | For | For |
| 1.4 | Elect Director Andrew S. Davis | Management | For | For |
| 1.5 | Elect Director Bradley R. Gabosch | Management | For | For |
| 1.6 | Elect Director Greg C. Gantt | Management | For | For |
| 1.7 | Elect Director Patrick D. Hanley | Management | For | For |
| 1.8 | Elect Director John D. Kasarda | Management | For | For |
| 1.9 | Elect Director Wendy T. Stallings | Management | For | For |
| 1.10 | Elect Director Thomas A. Stith, III | Management | For | For |
| 1.11 | Elect Director Leo H. Suggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OLIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: OLN
SECURITY ID: 680665205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Beverley A. Babcock | Management | For | For |
| 1b | Elect Director C. Robert Bunch | Management | For | For |
| 1c | Elect Director Matthew S. Darnall | Management | For | For |
| 1d | Elect Director Earl L. Shipp | Management | For | For |
| 1e | Elect Director Scott M. Sutton | Management | For | For |
| 1f | Elect Director William H. Weideman | Management | For | For |
| 1g | Elect Director W. Anthony Will | Management | For | For |
| 1h | Elect Director Carol A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ONE GAS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: OGS
SECURITY ID: 68235P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert B. Evans | Management | For | For |
| 1.2 | Elect Director John W. Gibson | Management | For | For |
| 1.3 | Elect Director Tracy E. Hart | Management | For | For |
| 1.4 | Elect Director Michael G. Hutchinson | Management | For | For |
| 1.5 | Elect Director Robert S. McAnnally | Management | For | For |
| 1.6 | Elect Director Pattye L. Moore | Management | For | For |
| 1.7 | Elect Director Eduardo L. Rodriguez | Management | For | For |
| 1.8 | Elect Director Douglas H. Yaeger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PAYCHEX, INC.
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: PAYX
SECURITY ID: 704326107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PFIZER INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PFE
SECURITY ID: 717081103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | 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 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PM
SECURITY ID: 718172109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| POPULAR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: BPOP
SECURITY ID: 733174700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ignacio Alvarez | Management | For | For |
| 1b | Elect Director Joaquin E. Bacardi, III | Management | For | For |
| 1c | Elect Director Alejandro M. Ballester | Management | For | For |
| 1d | Elect Director Robert Carrady | Management | For | For |
| 1e | Elect Director Richard L. Carrion | Management | For | For |
| 1f | Elect Director Betty DeVita | Management | For | For |
| 1g | Elect Director John W. Diercksen | Management | For | For |
| 1h | Elect Director Maria Luisa Ferre Rangel | Management | For | For |
| 1i | Elect Director C. Kim Goodwin | Management | For | For |
| 1j | Elect Director Jose R. Rodriguez | Management | For | For |
| 1k | Elect Director Alejandro M. Sanchez | Management | For | For |
| 1l | Elect Director Myrna M. Soto | Management | For | For |
| 1m | Elect Director Carlos A. Unanue | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PRINCIPAL FINANCIAL GROUP, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: PFG
SECURITY ID: 74251V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan S. Auerbach | Management | For | For |
| 1.2 | Elect Director Mary E. "Maliz" Beams | Management | For | For |
| 1.3 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.4 | Elect Director Scott M. Mills | Management | For | For |
| 1.5 | Elect Director Claudio N. Muruzabal | Management | For | For |
| 1.6 | Elect Director H. Elizabeth Mitchell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| PROLOGIS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PUBLIC STORAGE
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PSA
SECURITY ID: 74460D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| QUALCOMM INCORPORATED
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: QCOM
SECURITY ID: 747525103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REALTY INCOME CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: O
SECURITY ID: 756109104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Priscilla Almodovar | Management | For | For |
| 1b | Elect Director Jacqueline Brady | Management | For | For |
| 1c | Elect Director A. Larry Chapman | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Mary Hogan Preusse | Management | For | For |
| 1f | Elect Director Priya Cherian Huskins | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Michael D. McKee | Management | For | For |
| 1i | Elect Director Gregory T. McLaughlin | Management | For | For |
| 1j | Elect Director Ronald L. Merriman | Management | For | For |
| 1k | Elect Director Sumit Roy | 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 |
| REGENERON PHARMACEUTICALS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: REGN
SECURITY ID: 75886F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | Against |
| 1b | Elect Director Christine A. Poon | Management | For | Against |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| RELIANCE STEEL & ALUMINUM CO.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RS
SECURITY ID: 759509102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lisa L. Baldwin | Management | For | For |
| 1b | Elect Director Karen W. Colonias | Management | For | For |
| 1c | Elect Director Frank J. Dellaquila | Management | For | For |
| 1d | Elect Director James D. Hoffman | Management | For | For |
| 1e | Elect Director Mark V. Kaminski | Management | For | For |
| 1f | Elect Director Karla R. Lewis | Management | For | For |
| 1g | Elect Director Robert A. McEvoy | Management | For | For |
| 1h | Elect Director David W. Seeger | Management | For | For |
| 1i | Elect Director Douglas W. Stotlar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| RLI CORP.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RLI
SECURITY ID: 749607107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kaj Ahlmann | Management | For | For |
| 1b | Elect Director Michael E. Angelina | Management | For | For |
| 1c | Elect Director David B. Duclos | Management | For | For |
| 1d | Elect Director Susan S. Fleming | Management | For | For |
| 1e | Elect Director Jordan W. Graham | Management | For | For |
| 1f | Elect Director Craig W. Kliethermes | Management | For | For |
| 1g | Elect Director Paul B. Medini | Management | For | For |
| 1h | Elect Director Jonathan E. Michael | Management | For | For |
| 1i | Elect Director Robert P. Restrepo, Jr. | Management | For | For |
| 1j | Elect Director Debbie S. Roberts | Management | For | For |
| 1k | Elect Director Michael J. Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Include Exculpation of Officers | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROYALTY PHARMA PLC
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: RPRX
SECURITY ID: G7709Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pablo Legorreta | Management | For | For |
| 1b | Elect Director Henry Fernandez | Management | For | Against |
| 1c | Elect Director Bonnie Bassler | Management | For | For |
| 1d | Elect Director Errol De Souza | Management | For | For |
| 1e | Elect Director Catherine Engelbert | Management | For | Against |
| 1f | Elect Director M. Germano Giuliani | Management | For | For |
| 1g | Elect Director David Hodgson | Management | For | For |
| 1h | Elect Director Ted Love | Management | For | For |
| 1i | Elect Director Gregory Norden | Management | For | Against |
| 1j | Elect Director Rory Riggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| SIMON PROPERTY GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SPG
SECURITY ID: 828806109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | For |
| 1B | Elect Director Larry C. Glasscock | Management | For | For |
| 1C | Elect Director Allan Hubbard | Management | For | For |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | For |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | For |
| 1G | Elect Director Peggy Fang Roe | Management | For | For |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STEEL DYNAMICS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: STLD
SECURITY ID: 858119100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| TESLA, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | Against |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| TEXAS INSTRUMENTS INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TXN
SECURITY ID: 882508104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Against | Against |
| TEXAS PACIFIC LAND CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TPL
SECURITY ID: 88262P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rhys J. Best | Management | For | For |
| 1b | Elect Director Donald G. Cook | Management | For | For |
| 1c | Elect Director Donna E. Epps | Management | For | For |
| 1d | Elect Director Eric L. Oliver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| 7 | Employ Advisors In Connection with Evaluation of Potential Spinoff | Shareholder | Against | Against |
| 8 | Release All Remaining Obligations of the Stockholders' Agreement | Shareholder | Against | For |
| 9 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 10 | Require a Majority Vote Standard for the Election of Directors with Mandatory Resignation Policy | Shareholder | Against | Against |
| THE COCA-COLA COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KO
SECURITY ID: 191216100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE HERSHEY COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: HSY
SECURITY ID: 427866108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director Michele G. Buck | Management | For | For |
| 1.3 | Elect Director Victor L. Crawford | Management | For | For |
| 1.4 | Elect Director Robert M. Dutkowsky | Management | For | Withhold |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | Withhold |
| 1.7 | Elect Director M. Diane Koken | Management | For | For |
| 1.8 | Elect Director Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | Withhold |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | Withhold |
| 1.11 | Elect Director Juan R. Perez | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Human Rights Impacts of Living Wage & Income Position Statement | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE MOSAIC COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MOS
SECURITY ID: 61945C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Gregory L. Ebel | Management | For | For |
| 1c | Elect Director Timothy S. Gitzel | Management | For | For |
| 1d | Elect Director Denise C. Johnson | Management | For | For |
| 1e | Elect Director Emery N. Koenig | Management | For | For |
| 1f | Elect Director James (Joc) C. O'Rourke | Management | For | For |
| 1g | Elect Director David T. Seaton | Management | For | For |
| 1h | Elect Director Steven M. Seibert | Management | For | For |
| 1i | Elect Director Joao Roberto Goncalves Teixeira | Management | For | For |
| 1j | Elect Director Gretchen H. Watkins | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE SOUTHERN COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SO
SECURITY ID: 842587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| UNION PACIFIC CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: UNP
SECURITY ID: 907818108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| UNITED PARCEL SERVICE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: UPS
SECURITY ID: 911312106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | Against |
| 1h | Elect Director William Johnson | Management | For | Against |
| 1i | Elect Director Franck Moison | Management | For | Against |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | Against |
| 1l | Elect Director Kevin Warsh | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | For |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| VERISK ANALYTICS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRSK
SECURITY ID: 92345Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent K. Brooks | Management | For | For |
| 1b | Elect Director Jeffrey Dailey | Management | For | For |
| 1c | Elect Director Wendy Lane | Management | For | For |
| 1d | Elect Director Lee M. Shavel | Management | For | For |
| 1e | Elect Director Kimberly S. Stevenson | Management | For | For |
| 1f | Elect Director Olumide Soroye | 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 |
| VERIZON COMMUNICATIONS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: VZ
SECURITY ID: 92343V104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Vittorio Colao | Management | For | For |
| 1.5 | Elect Director Melanie Healey | Management | For | For |
| 1.6 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.7 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel Schulman | Management | For | For |
| 1.9 | Elect Director Rodney Slater | Management | For | For |
| 1.10 | Elect Director Carol Tome | Management | For | For |
| 1.11 | Elect Director Hans Vestberg | Management | For | For |
| 1.12 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Government Requests to Remove Content | Shareholder | Against | Against |
| 6 | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Shareholder | Against | Against |
| 7 | Amend Clawback Policy | Shareholder | Against | For |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VICI PROPERTIES INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: VICI
SECURITY ID: 925652109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| W. P. CAREY INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: WPC
SECURITY ID: 92936U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Alexander | Management | For | For |
| 1b | Elect Director Constantin H. Beier | Management | For | For |
| 1c | Elect Director Tonit M. Calaway | Management | For | For |
| 1d | Elect Director Peter J. Farrell | Management | For | For |
| 1e | Elect Director Robert J. Flanagan | Management | For | For |
| 1f | Elect Director Jason E. Fox | Management | For | For |
| 1g | Elect Director Jean Hoysradt | Management | For | For |
| 1h | Elect Director Margaret G. Lewis | Management | For | For |
| 1i | Elect Director Christopher J. Niehaus | Management | For | For |
| 1j | Elect Director Elisabeth T. Stheeman | Management | For | For |
| 1k | Elect Director Nick J.M. van Ommen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| W.W. GRAINGER, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: GWW
SECURITY ID: 384802104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director V. Ann Hailey | Management | For | For |
| 1c | Elect Director Katherine D. Jaspon | Management | For | For |
| 1d | Elect Director Stuart L. Levenick | Management | For | For |
| 1e | Elect Director D.G. Macpherson | Management | For | For |
| 1f | Elect Director Neil S. Novich | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director Susan Slavik Williams | Management | For | For |
| 1j | Elect Director Lucas E. Watson | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WATERS CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: WAT
SECURITY ID: 941848103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Flemming Ornskov | Management | For | For |
| 1.2 | Elect Director Linda Baddour | Management | For | For |
| 1.3 | Elect Director Udit Batra | Management | For | For |
| 1.4 | Elect Director Dan Brennan | Management | For | For |
| 1.5 | Elect Director Richard Fearon | Management | For | For |
| 1.6 | Elect Director Pearl S. Huang | Management | For | For |
| 1.7 | Elect Director Wei Jiang | Management | For | For |
| 1.8 | Elect Director Christopher A. Kuebler | Management | For | For |
| 1.9 | Elect Director Mark Vergnano | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WEC ENERGY GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: WEC
SECURITY ID: 92939U106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ave M. Bie | Management | For | For |
| 1.2 | Elect Director Curt S. Culver | Management | For | For |
| 1.3 | Elect Director Danny L. Cunningham | Management | For | For |
| 1.4 | Elect Director William M. Farrow, III | Management | For | For |
| 1.5 | Elect Director Cristina A. Garcia-Thomas | Management | For | For |
| 1.6 | Elect Director Maria C. Green | Management | For | For |
| 1.7 | Elect Director Gale E. Klappa | Management | For | For |
| 1.8 | Elect Director Thomas K. Lane | Management | For | For |
| 1.9 | Elect Director Scott J. Lauber | Management | For | For |
| 1.10 | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1.11 | Elect Director Mary Ellen Stanek | Management | For | For |
| 1.12 | Elect Director Glen E. Tellock | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WESTERN ALLIANCE BANCORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: WAL
SECURITY ID: 957638109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce D. Beach | Management | For | For |
| 1.2 | Elect Director Kevin M. Blakely | Management | For | For |
| 1.3 | Elect Director Juan Figuereo | Management | For | For |
| 1.4 | Elect Director Paul S. Galant | Management | For | For |
| 1.5 | Elect Director Howard Gould | Management | For | For |
| 1.6 | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1.7 | Elect Director Mary Tuuk Kuras | Management | For | For |
| 1.8 | Elect Director Robert Latta | Management | For | For |
| 1.9 | Elect Director Anthony Meola | Management | For | For |
| 1.10 | Elect Director Bryan Segedi | Management | For | For |
| 1.11 | Elect Director Donald Snyder | Management | For | For |
| 1.12 | Elect Director Sung Won Sohn | Management | For | For |
| 1.13 | Elect Director Kenneth A. Vecchione | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| YUM! BRANDS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: YUM
SECURITY ID: 988498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
VOTE SUMMARY REPORT
FIDELITY REAL ESTATE INVESTMENT ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| AMERICAN HOMES 4 RENT
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: AMH
SECURITY ID: 02665T306
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew J. Hart | Management | For | For |
| 1b | Elect Director David P. Singelyn | Management | For | For |
| 1c | Elect Director Douglas N. Benham | Management | For | For |
| 1d | Elect Director Jack Corrigan | Management | For | For |
| 1e | Elect Director David Goldberg | Management | For | For |
| 1f | Elect Director Tamara H. Gustavson | Management | For | For |
| 1g | Elect Director Michelle C. Kerrick | Management | For | For |
| 1h | Elect Director James H. Kropp | Management | For | For |
| 1i | Elect Director Lynn C. Swann | Management | For | For |
| 1j | Elect Director Winifred M. Webb | Management | For | For |
| 1k | Elect Director Jay Willoughby | Management | For | For |
| 1l | Elect Director Matthew R. Zaist | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| APARTMENT INCOME REIT CORP.
MEETING DATE: DEC 07, 2022 |
||||
|
TICKER: AIRC
SECURITY ID: 03750L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terry Considine | Management | For | For |
| 1.2 | Elect Director Thomas N. Bohjalian | Management | For | For |
| 1.3 | Elect Director Kristin R. Finney-Cooke | Management | For | For |
| 1.4 | Elect Director Thomas L. Keltner | Management | For | For |
| 1.5 | Elect Director Devin I. Murphy | Management | For | For |
| 1.6 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 1.7 | Elect Director John Dinha Rayis | Management | For | For |
| 1.8 | Elect Director Ann Sperling | Management | For | For |
| 1.9 | Elect Director Nina A. Tran | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CBRE GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CBRE
SECURITY ID: 12504L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Reginald H. Gilyard | Management | For | For |
| 1d | Elect Director Shira D. Goodman | Management | For | For |
| 1e | Elect Director E.M. Blake Hutcheson | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Susan Meaney | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director Robert E. Sulentic | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| CROWN CASTLE INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CCI
SECURITY ID: 22822V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| CUBESMART
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CUBE
SECURITY ID: 229663109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Piero Bussani | Management | For | For |
| 1.2 | Elect Director Jit Kee Chin | Management | For | For |
| 1.3 | Elect Director Dorothy Dowling | Management | For | For |
| 1.4 | Elect Director John W. Fain | Management | For | For |
| 1.5 | Elect Director Jair K. Lynch | Management | For | For |
| 1.6 | Elect Director Christopher P. Marr | Management | For | For |
| 1.7 | Elect Director Deborah Rather Salzberg | Management | For | For |
| 1.8 | Elect Director John F. Remondi | Management | For | For |
| 1.9 | Elect Director Jeffrey F. Rogatz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DIAMONDROCK HOSPITALITY COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: DRH
SECURITY ID: 252784301
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William W. McCarten | Management | For | For |
| 1b | Elect Director Mark W. Brugger | Management | For | For |
| 1c | Elect Director Timothy R. Chi | Management | For | For |
| 1d | Elect Director Michael A. Hartmeier | Management | For | For |
| 1e | Elect Director Kathleen A. Merrill | Management | For | For |
| 1f | Elect Director William J. Shaw | Management | For | For |
| 1g | Elect Director Bruce D. Wardinski | Management | For | For |
| 1h | Elect Director Tabassum S. Zalotrawala | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| DIGITAL REALTY TRUST, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: DLR
SECURITY ID: 253868103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1b | Elect Director VeraLinn 'Dash' Jamieson | Management | For | For |
| 1c | Elect Director Kevin J. Kennedy | Management | For | For |
| 1d | Elect Director William G. LaPerch | Management | For | For |
| 1e | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1f | Elect Director Afshin Mohebbi | Management | For | For |
| 1g | Elect Director Mark R. Patterson | Management | For | For |
| 1h | Elect Director Mary Hogan Preusse | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | For |
| 6 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| DUKE REALTY CORPORATION
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: DRE
SECURITY ID: 264411505
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| ELME COMMUNITIES
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ELME
SECURITY ID: 939653101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer S. Banner | Management | For | For |
| 1.2 | Elect Director Benjamin S. Butcher | Management | For | For |
| 1.3 | Elect Director Ellen M. Goitia | Management | For | For |
| 1.4 | Elect Director Paul T. McDermott | Management | For | For |
| 1.5 | Elect Director Thomas H. Nolan, Jr. | Management | For | For |
| 1.6 | Elect Director Anthony L. Winns | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EQUINIX, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EQIX
SECURITY ID: 29444U700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ELS
SECURITY ID: 29472R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Berkenfield | Management | For | For |
| 1.2 | Elect Director Derrick Burks | Management | For | For |
| 1.3 | Elect Director Philip Calian | Management | For | For |
| 1.4 | Elect Director David Contis | Management | For | For |
| 1.5 | Elect Director Constance Freedman | Management | For | For |
| 1.6 | Elect Director Thomas Heneghan | Management | For | For |
| 1.7 | Elect Director Marguerite Nader | Management | For | For |
| 1.8 | Elect Director Scott Peppet | Management | For | For |
| 1.9 | Elect Director Sheli Rosenberg | Management | For | For |
| 1.10 | Elect Director Samuel Zell | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXTRA SPACE STORAGE INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: EXR
SECURITY ID: 30225T102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Woolley | Management | For | For |
| 1.2 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.3 | Elect Director Roger B. Porter | Management | For | For |
| 1.4 | Elect Director Jennifer Blouin | Management | For | For |
| 1.5 | Elect Director Joseph J. Bonner | Management | For | For |
| 1.6 | Elect Director Gary L. Crittenden | Management | For | For |
| 1.7 | Elect Director Spencer F. Kirk | Management | For | For |
| 1.8 | Elect Director Diane Olmstead | Management | For | For |
| 1.9 | Elect Director Jefferson S. Shreve | Management | For | For |
| 1.10 | Elect Director Julia Vander Ploeg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FOUR CORNERS PROPERTY TRUST, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FCPT
SECURITY ID: 35086T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William H. Lenehan | Management | For | For |
| 1b | Elect Director John S. Moody | Management | For | For |
| 1c | Elect Director Douglas B. Hansen | Management | For | For |
| 1d | Elect Director Charles L. Jemley | Management | For | For |
| 1e | Elect Director Barbara Jesuele | Management | For | For |
| 1f | Elect Director Marran H. Ogilvie | Management | For | For |
| 1g | Elect Director Toni Steele | Management | For | For |
| 1h | Elect Director Liz Tennican | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GLPI
SECURITY ID: 36467J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter M. Carlino | Management | For | For |
| 1.2 | Elect Director JoAnne A. Epps | Management | For | For |
| 1.3 | Elect Director Carol 'Lili' Lynton | Management | For | For |
| 1.4 | Elect Director Joseph W. Marshall, III | Management | For | For |
| 1.5 | Elect Director James B. Perry | Management | For | For |
| 1.6 | Elect Director Barry F. Schwartz | Management | For | For |
| 1.7 | Elect Director Earl C. Shanks | Management | For | For |
| 1.8 | Elect Director E. Scott Urdang | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HOST HOTELS & RESORTS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HST
SECURITY ID: 44107P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Diana M. Laing | Management | For | For |
| 1.4 | Elect Director Richard E. Marriott | Management | For | For |
| 1.5 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.6 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.7 | Elect Director James F. Risoleo | Management | For | For |
| 1.8 | Elect Director Gordon H. Smith | Management | For | For |
| 1.9 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INVITATION HOMES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: INVH
SECURITY ID: 46187W107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.2 | Elect Director Dallas B. Tanner | Management | For | For |
| 1.3 | Elect Director Jana Cohen Barbe | Management | For | For |
| 1.4 | Elect Director Richard D. Bronson | Management | For | For |
| 1.5 | Elect Director Jeffrey E. Kelter | Management | For | For |
| 1.6 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.7 | Elect Director John B. Rhea | Management | For | For |
| 1.8 | Elect Director Janice L. Sears | Management | For | For |
| 1.9 | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1.10 | Elect Director Keith D. Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IRON MOUNTAIN INCORPORATED
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: IRM
SECURITY ID: 46284V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Allerton | Management | For | For |
| 1b | Elect Director Pamela M. Arway | Management | For | For |
| 1c | Elect Director Clarke H. Bailey | Management | For | For |
| 1d | Elect Director Kent P. Dauten | Management | For | For |
| 1e | Elect Director Monte Ford | Management | For | For |
| 1f | Elect Director Robin L. Matlock | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Wendy J. Murdock | Management | For | For |
| 1i | Elect Director Walter C. Rakowich | Management | For | For |
| 1j | Elect Director Doyle R. Simons | 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 |
| KIMCO REALTY CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KIM
SECURITY ID: 49446R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Milton Cooper | Management | For | For |
| 1b | Elect Director Philip E. Coviello | Management | For | For |
| 1c | Elect Director Conor C. Flynn | Management | For | For |
| 1d | Elect Director Frank Lourenso | Management | For | For |
| 1e | Elect Directorr Henry Moniz | Management | For | For |
| 1f | Elect Director Mary Hogan Preusse | Management | For | For |
| 1g | Elect Director Valerie Richardson | Management | For | For |
| 1h | Elect Director Richard B. Saltzman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LAMAR ADVERTISING COMPANY
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: LAMR
SECURITY ID: 512816109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Fletcher | Management | For | For |
| 1.2 | Elect Director John E. Koerner, III | Management | For | For |
| 1.3 | Elect Director Marshall A. Loeb | Management | For | For |
| 1.4 | Elect Director Stephen P. Mumblow | Management | For | For |
| 1.5 | Elect Director Thomas V. Reifenheiser | Management | For | For |
| 1.6 | Elect Director Anna Reilly | Management | For | For |
| 1.7 | Elect Director Kevin P. Reilly, Jr. | Management | For | For |
| 1.8 | Elect Director Wendell Reilly | Management | For | For |
| 1.9 | Elect Director Elizabeth Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LXP INDUSTRIAL TRUST
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: LXP
SECURITY ID: 529043101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director T. Wilson Eglin | Management | For | For |
| 1.2 | Elect Director Lawrence L. Gray | Management | For | For |
| 1.3 | Elect Director Arun Gupta | Management | For | For |
| 1.4 | Elect Director Jamie Handwerker | Management | For | For |
| 1.5 | Elect Director Derrick Johnson | Management | For | For |
| 1.6 | Elect Director Claire A. Koeneman | Management | For | For |
| 1.7 | Elect Director Nancy Elizabeth Noe | Management | For | For |
| 1.8 | Elect Director Howard Roth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MID-AMERICA APARTMENT COMMUNITIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MAA
SECURITY ID: 59522J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director H. Eric Bolton, Jr. | Management | For | For |
| 1b | Elect Director Deborah H. Caplan | Management | For | For |
| 1c | Elect Director John P. Case | Management | For | For |
| 1d | Elect Director Tamara Fischer | Management | For | For |
| 1e | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1f | Elect Director Toni Jennings | Management | For | For |
| 1g | Elect Director Edith Kelly-Green | Management | For | For |
| 1h | Elect Director James K. Lowder | Management | For | For |
| 1i | Elect Director Thomas H. Lowder | Management | For | For |
| 1j | Elect Director Claude B. Nielsen | Management | For | For |
| 1k | Elect Director W. Reid Sanders | Management | For | For |
| 1l | Elect Director Gary S. Shorb | Management | For | For |
| 1m | Elect Director David P. Stockert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NNN
SECURITY ID: 637417106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela K.M. Beall | Management | For | For |
| 1b | Elect Director Steven D. Cosler | Management | For | For |
| 1c | Elect Director David M. Fick | Management | For | For |
| 1d | Elect Director Edward J. Fritsch | Management | For | For |
| 1e | Elect Director Elizabeth C. Gulacsy | Management | For | For |
| 1f | Elect Director Kevin B. Habicht | Management | For | For |
| 1g | Elect Director Betsy D. Holden | Management | For | For |
| 1h | Elect Director Stephen A. Horn, Jr. | Management | For | For |
| 1i | Elect Director Kamau O. Witherspoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PHILLIPS EDISON & COMPANY, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PECO
SECURITY ID: 71844V201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey S. Edison | Management | For | For |
| 1b | Elect Director Leslie T. Chao | Management | For | For |
| 1c | Elect Director Elizabeth O. Fischer | Management | For | For |
| 1d | Elect Director Stephen R. Quazzo | Management | For | For |
| 1e | Elect Director Jane E. Silfen | Management | For | For |
| 1f | Elect Director John A. Strong | Management | For | For |
| 1g | Elect Director Gregory S. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| PROLOGIS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| REGENCY CENTERS CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: REG
SECURITY ID: 758849103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Stein, Jr. | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director C. Ronald Blankenship | Management | For | For |
| 1d | Elect Director Kristin A. Campbell | Management | For | For |
| 1e | Elect Director Deirdre J. Evens | Management | For | For |
| 1f | Elect Director Thomas W. Furphy | Management | For | For |
| 1g | Elect Director Karin M. Klein | Management | For | For |
| 1h | Elect Director Peter D. Linneman | Management | For | For |
| 1i | Elect Director David P. O'Connor | Management | For | For |
| 1j | Elect Director Lisa Palmer | Management | For | For |
| 1k | Elect Director James H. Simmons, III | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| RLJ LODGING TRUST
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: RLJ
SECURITY ID: 74965L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Johnson | Management | For | For |
| 1.2 | Elect Director Leslie D. Hale | Management | For | For |
| 1.3 | Elect Director Evan Bayh | Management | For | For |
| 1.4 | Elect Director Arthur R. Collins | Management | For | For |
| 1.5 | Elect Director Nathaniel A. Davis | Management | For | For |
| 1.6 | Elect Director Patricia L. Gibson | Management | For | For |
| 1.7 | Elect Director Robert M. La Forgia | Management | For | For |
| 1.8 | Elect Director Robert J. McCarthy | Management | For | For |
| 1.9 | Elect Director Robin Zeigler | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RYMAN HOSPITALITY PROPERTIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: RHP
SECURITY ID: 78377T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rachna Bhasin | Management | For | For |
| 1b | Elect Director Alvin Bowles, Jr. | Management | For | For |
| 1c | Elect Director Mark Fioravanti | Management | For | For |
| 1d | Elect Director William E. (Bill) Haslam | Management | For | For |
| 1e | Elect Director Fazal Merchant | Management | For | For |
| 1f | Elect Director Patrick Moore | Management | For | For |
| 1g | Elect Director Christine Pantoya | Management | For | For |
| 1h | Elect Director Robert Prather, Jr. | Management | For | For |
| 1i | Elect Director Colin Reed | Management | For | For |
| 1j | Elect Director Michael I. Roth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SBA COMMUNICATIONS CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SBAC
SECURITY ID: 78410G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven E. Bernstein | Management | For | For |
| 1.2 | Elect Director Laurie Bowen | Management | For | For |
| 1.3 | Elect Director Amy E. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SPIRIT REALTY CAPITAL, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: SRC
SECURITY ID: 84860W300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin M. Charlton | Management | For | For |
| 1.2 | Elect Director Elizabeth F. Frank | Management | For | For |
| 1.3 | Elect Director Michelle M. Frymire | Management | For | For |
| 1.4 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.5 | Elect Director Richard I. Gilchrist | Management | For | For |
| 1.6 | Elect Director Jackson Hsieh | Management | For | For |
| 1.7 | Elect Director Diana M. Laing | Management | For | For |
| 1.8 | Elect Director Nicholas P. Shepherd | Management | For | For |
| 1.9 | Elect Director Thomas J. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SUN COMMUNITIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: SUI
SECURITY ID: 866674104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary A. Shiffman | Management | For | For |
| 1b | Elect Director Tonya Allen | Management | For | For |
| 1c | Elect Director Meghan G. Baivier | Management | For | For |
| 1d | Elect Director Stephanie W. Bergeron | Management | For | For |
| 1e | Elect Director Jeff T. Blau | Management | For | For |
| 1f | Elect Director Brian M. Hermelin | Management | For | For |
| 1g | Elect Director Ronald A. Klein | Management | For | For |
| 1h | Elect Director Clunet R. Lewis | Management | For | For |
| 1i | Elect Director Arthur A. Weiss | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| TANGER FACTORY OUTLET CENTERS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: SKT
SECURITY ID: 875465106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey B. Citrin | Management | For | For |
| 1.2 | Elect Director David B. Henry | Management | For | For |
| 1.3 | Elect Director Sandeep L. Mathrani | Management | For | Against |
| 1.4 | Elect Director Thomas J. Reddin | Management | For | For |
| 1.5 | Elect Director Bridget M. Ryan-Berman | Management | For | For |
| 1.6 | Elect Director Susan E. Skerritt | Management | For | For |
| 1.7 | Elect Director Steven B. Tanger | Management | For | For |
| 1.8 | Elect Director Luis A. Ubinas | Management | For | For |
| 1.9 | Elect Director Stephen J. Yalof | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TERRENO REALTY CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: TRNO
SECURITY ID: 88146M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Blake Baird | Management | For | For |
| 1b | Elect Director Michael A. Coke | Management | For | For |
| 1c | Elect Director Linda Assante | Management | For | For |
| 1d | Elect Director Gary N. Boston | Management | For | For |
| 1e | Elect Director LeRoy E. Carlson | Management | For | For |
| 1f | Elect Director Irene H. Oh | Management | For | For |
| 1g | Elect Director Douglas M. Pasquale | Management | For | For |
| 1h | Elect Director Dennis Polk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UDR, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: UDR
SECURITY ID: 902653104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Katherine A. Cattanach | Management | For | For |
| 1b | Elect Director Jon A. Grove | Management | For | For |
| 1c | Elect Director Mary Ann King | Management | For | For |
| 1d | Elect Director James D. Klingbeil | Management | For | For |
| 1e | Elect Director Clint D. McDonnough | Management | For | For |
| 1f | Elect Director Robert A. McNamara | Management | For | For |
| 1g | Elect Director Diane M. Morefield | Management | For | For |
| 1h | Elect Director Kevin C. Nickelberry | Management | For | For |
| 1i | Elect Director Mark R. Patterson | Management | For | For |
| 1j | Elect Director Thomas W. Toomey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| URBAN EDGE PROPERTIES
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: UE
SECURITY ID: 91704F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey S. Olson | Management | For | For |
| 1b | Elect Director Mary L. Baglivo | Management | For | For |
| 1c | Elect Director Steven H. Grapstein | Management | For | For |
| 1d | Elect Director Steven J. Guttman | Management | For | For |
| 1e | Elect Director Norman K. Jenkins | Management | For | For |
| 1f | Elect Director Kevin P. O'Shea | Management | For | For |
| 1g | Elect Director Catherine D. Rice | Management | For | For |
| 1h | Elect Director Katherine M. Sandstrom | Management | For | For |
| 1i | Elect Director Douglas W. Sesler | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VENTAS INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: VTR
SECURITY ID: 92276F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Michael J. Embler | Management | For | For |
| 1d | Elect Director Matthew J. Lustig | Management | For | For |
| 1e | Elect Director Roxanne M. Martino | Management | For | For |
| 1f | Elect Director Marguerite M. Nader | Management | For | For |
| 1g | Elect Director Sean P. Nolan | Management | For | For |
| 1h | Elect Director Walter C. Rakowich | Management | For | For |
| 1i | Elect Director Sumit Roy | Management | For | For |
| 1j | Elect Director James D. Shelton | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| WELLTOWER INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: WELL
SECURITY ID: 95040Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
VOTE SUMMARY REPORT
FIDELITY SMALL-MID CAP OPPORTUNITIES ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 10X GENOMICS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: TXG
SECURITY ID: 88025U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Benjamin J. Hindson | Management | For | For |
| 1.2 | Elect Director Serge Saxonov | Management | For | For |
| 1.3 | Elect Director John R. Stuelpnagel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ACADEMY SPORTS AND OUTDOORS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ASO
SECURITY ID: 00402L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ken C. Hicks | Management | For | For |
| 1b | Elect Director Beryl B. Raff | Management | For | For |
| 1c | Elect Director Jeff C. Tweedy | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| ACADIA HEALTHCARE COMPANY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ACHC
SECURITY ID: 00404A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Fucci | Management | For | For |
| 1b | Elect Director Wade D. Miquelon | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ACUITY BRANDS, INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: AYI
SECURITY ID: 00508Y102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil M. Ashe | Management | For | For |
| 1b | Elect Director Marcia J. Avedon | Management | For | For |
| 1c | Elect Director W. Patrick Battle | Management | For | For |
| 1d | Elect Director Michael J. Bender | Management | For | For |
| 1e | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1f | Elect Director James H. Hance, Jr. | Management | For | For |
| 1g | Elect Director Maya Leibman | Management | For | For |
| 1h | Elect Director Laura G. O'Shaughnessy | Management | For | For |
| 1i | Elect Director Mark J. Sachleben | Management | For | For |
| 1j | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADAPTHEALTH CORP.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: AHCO
SECURITY ID: 00653Q102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard Barasch | Management | For | For |
| 1.2 | Elect Director Stephen Griggs *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Gregory Belinfanti | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADIENT PLC
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: ADNT
SECURITY ID: G0084W101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julie L. Bushman | Management | For | For |
| 1b | Elect Director Peter H. Carlin | Management | For | For |
| 1c | Elect Director Douglas G. Del Grosso | Management | For | For |
| 1d | Elect Director Ricky T. 'Rick' Dillon | Management | For | For |
| 1e | Elect Director Richard Goodman | Management | For | For |
| 1f | Elect Director Jose M. Gutierrez | Management | For | For |
| 1g | Elect Director Frederick A. 'Fritz' Henderson | Management | For | For |
| 1h | Elect Director Barb J. Samardzich | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorise Issue of Equity | Management | For | For |
| 6 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| ADTALEM GLOBAL EDUCATION INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ATGE
SECURITY ID: 00737L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen W. Beard | Management | For | For |
| 1b | Elect Director William W. Burke | Management | For | For |
| 1c | Elect Director Charles DeShazer | Management | For | For |
| 1d | Elect Director Mayur Gupta | Management | For | For |
| 1e | Elect Director Donna J. Hrinak | Management | For | For |
| 1f | Elect Director Georgette Kiser | Management | For | For |
| 1g | Elect Director Liam Krehbiel | Management | For | For |
| 1h | Elect Director Michael W. Malafronte | Management | For | For |
| 1i | Elect Director Sharon L. O'Keefe | Management | For | For |
| 1j | Elect Director Kenneth J. Phelan | Management | For | For |
| 1k | Elect Director Lisa W. Wardell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADVANCED ENERGY INDUSTRIES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AEIS
SECURITY ID: 007973100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Grant H. Beard | Management | For | For |
| 1.2 | Elect Director Frederick A. Ball | Management | For | For |
| 1.3 | Elect Director Anne T. DelSanto | Management | For | For |
| 1.4 | Elect Director Tina M. Donikowski | Management | For | For |
| 1.5 | Elect Director Ronald C. Foster | Management | For | For |
| 1.6 | Elect Director Stephen D. Kelley | Management | For | For |
| 1.7 | Elect Director Lanesha T. Minnix | Management | For | For |
| 1.8 | Elect Director David W. Reed | Management | For | For |
| 1.9 | Elect Director John A. Roush | Management | For | For |
| 1.10 | Elect Director Brian M. Shirley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| AECOM
MEETING DATE: MAR 31, 2023 |
||||
|
TICKER: ACM
SECURITY ID: 00766T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley W. Buss | Management | For | For |
| 1.2 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.3 | Elect Director Kristy Pipes | Management | For | For |
| 1.4 | Elect Director Troy Rudd | Management | For | For |
| 1.5 | Elect Director Douglas W. Stotlar | Management | For | For |
| 1.6 | Elect Director Daniel R. Tishman | Management | For | For |
| 1.7 | Elect Director Sander van't Noordende | Management | For | For |
| 1.8 | Elect Director Janet C. Wolfenbarger | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AGILON HEALTH, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AGL
SECURITY ID: 00857U107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ron Williams | Management | For | For |
| 1b | Elect Director Derek L. Strum | Management | For | For |
| 1c | Elect Director Diana L. McKenzie | Management | For | For |
| 1d | Elect Director Karen McLoughlin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALLISON TRANSMISSION HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ALSN
SECURITY ID: 01973R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy L. Altmaier | Management | For | For |
| 1b | Elect Director D. Scott Barbour | Management | For | For |
| 1c | Elect Director Philip J. Christman | Management | For | For |
| 1d | Elect Director David C. Everitt | Management | For | For |
| 1e | Elect Director David S. Graziosi | Management | For | For |
| 1f | Elect Director Carolann I. Haznedar | Management | For | For |
| 1g | Elect Director Richard P. Lavin | Management | For | For |
| 1h | Elect Director Sasha Ostojic | Management | For | For |
| 1i | Elect Director Gustave F. Perna | Management | For | For |
| 1j | Elect Director Krishna Shivram | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALX ONCOLOGY HOLDINGS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: ALXO
SECURITY ID: 00166B105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Garland | Management | For | For |
| 1.2 | Elect Director Rekha Hemrajani | Management | For | For |
| 1.3 | Elect Director Jaume Pons | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMDOCS LIMITED
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: DOX
SECURITY ID: G02602103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director Rafael de la Vega | Management | For | For |
| 1.4 | Elect Director Eli Gelman | Management | For | For |
| 1.5 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.6 | Elect Director John A. MacDonald | Management | For | For |
| 1.7 | Elect Director Shuky Sheffer | Management | For | For |
| 1.8 | Elect Director Yvette Kanouff | Management | For | For |
| 1.9 | Elect Director Sarah Ruth Davis | Management | For | For |
| 1.10 | Elect Director Amos Genish | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AMERICAN EAGLE OUTFITTERS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: AEO
SECURITY ID: 02553E106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay L. Schottenstein | Management | For | For |
| 1.2 | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| AMERICAN FINANCIAL GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AFG
SECURITY ID: 025932104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl H. Lindner, III | Management | For | For |
| 1.2 | Elect Director S. Craig Lindner | Management | For | For |
| 1.3 | Elect Director John B. Berding | Management | For | For |
| 1.4 | Elect Director James E. Evans | Management | For | For |
| 1.5 | Elect Director Terry S. Jacobs | Management | For | For |
| 1.6 | Elect Director Gregory G. Joseph | Management | For | For |
| 1.7 | Elect Director Mary Beth Martin | Management | For | For |
| 1.8 | Elect Director Amy Y. Murray | Management | For | For |
| 1.9 | Elect Director Evans N. Nwankwo | Management | For | For |
| 1.10 | Elect Director William W. Verity | Management | For | For |
| 1.11 | Elect Director John I. Von Lehman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMETEK, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: AME
SECURITY ID: 031100100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Amato | Management | For | For |
| 1b | Elect Director Anthony J. Conti | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANTERO RESOURCES CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: AR
SECURITY ID: 03674X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Rady | Management | For | Withhold |
| 1.2 | Elect Director Thomas B. Tyree, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Brenda R. Schroer | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| ARCELLX, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: ACLX
SECURITY ID: 03940C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ali Behbahani | Management | For | Withhold |
| 1.2 | Elect Director Derek Yoon | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARCH CAPITAL GROUP LTD.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ACGL
SECURITY ID: G0450A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis Ebong | Management | For | For |
| 1b | Elect Director Eileen Mallesch | Management | For | For |
| 1c | Elect Director Louis J. Paglia | Management | For | For |
| 1d | Elect Director Brian S. Posner | Management | For | For |
| 1e | Elect Director John D. Vollaro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6a | Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6b | Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6c | Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6d | Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6e | Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6f | Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6g | Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6h | Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6i | Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6j | Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6k | Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6l | Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| ARCUTIS BIOTHERAPEUTICS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: ARQT
SECURITY ID: 03969K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick J. Heron | Management | For | For |
| 1b | Elect Director Neha Krishnamohan | Management | For | For |
| 1c | Elect Director Todd Franklin Watanabe | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARGENX SE
MEETING DATE: SEP 08, 2022 |
||||
|
TICKER: ARGX
SECURITY ID: 04016X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Camilla Sylvest as Non-Executive Director | Management | For | For |
| 3 | Other Business (Non-Voting) | Management | None | None |
| 4 | Close Meeting | Management | None | None |
| ARGENX SE
MEETING DATE: DEC 12, 2022 |
||||
|
TICKER: ARGX
SECURITY ID: 04016X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Ana Cespedes as Non-Executive Director | Management | For | For |
| 3 | Other Business (Non-Voting) | Management | None | None |
| 4 | Close Meeting | Management | None | None |
| ARGENX SE
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: ARGX
SECURITY ID: 04016X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4.a | Discuss Annual Report for FY 2022 | Management | None | None |
| 4.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4.c | Discussion on Company's Corporate Governance Structure | Management | None | None |
| 4.d | Approve Allocation of Losses to the Retained Earnings of the Company | Management | For | For |
| 4.e | Approve Discharge of Directors | Management | For | For |
| 5 | Reelect Don deBethizy as Non-Executive Director | Management | For | Against |
| 6 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 7 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 8 | Other Business (Non-Voting) | Management | None | None |
| 9 | Close Meeting | Management | None | None |
| ARVINAS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ARVN
SECURITY ID: 04335A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sunil Agarwal | Management | For | For |
| 1.2 | Elect Director Leslie V. Norwalk | Management | For | Withhold |
| 1.3 | Elect Director John Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ASGN INCORPORATED
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ASGN
SECURITY ID: 00191U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Frantz | Management | For | For |
| 1.2 | Elect Director Jonathan S. Holman | Management | For | For |
| 1.3 | Elect Director Arshad Matin | 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 |
| ASSURANT, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AIZ
SECURITY ID: 04621X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine D. Rosen | Management | For | For |
| 1b | Elect Director Paget L. Alves | Management | For | For |
| 1c | Elect Director Rajiv Basu | Management | For | For |
| 1d | Elect Director J. Braxton Carter | Management | For | For |
| 1e | Elect Director Juan N. Cento | Management | For | For |
| 1f | Elect Director Keith W. Demmings | Management | For | For |
| 1g | Elect Director Harriet Edelman | Management | For | For |
| 1h | Elect Director Sari Granat | Management | For | For |
| 1i | Elect Director Lawrence V. Jackson | Management | For | For |
| 1j | Elect Director Debra J. Perry | Management | For | For |
| 1k | Elect Director Ognjen (Ogi) Redzic | Management | For | For |
| 1l | Elect Director Paul J. Reilly | Management | For | For |
| 1m | Elect Director Robert W. Stein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ATKORE, INC.
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: ATKR
SECURITY ID: 047649108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeri L. Isbell | Management | For | For |
| 1b | Elect Director Wilbert W. James, Jr. | Management | For | For |
| 1c | Elect Director Betty R. Johnson | Management | For | For |
| 1d | Elect Director Justin A. Kershaw | Management | For | For |
| 1e | Elect Director Scott H. Muse | Management | For | For |
| 1f | Elect Director Michael V. Schrock | Management | For | For |
| 1g | Elect Director William R. VanArsdale *Withdrawn* | Management | None | None |
| 1h | Elect Director William E. Waltz, Jr. | Management | For | For |
| 1i | Elect Director A. Mark Zeffiro | 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 |
| AUTOZONE, INC.
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: AZO
SECURITY ID: 053332102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVID TECHNOLOGY, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: AVID
SECURITY ID: 05367P100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christian A. Asmar | Management | For | For |
| 1b | Elect Director Robert M. Bakish | Management | For | For |
| 1c | Elect Director Paula E. Boggs | Management | For | For |
| 1d | Elect Director Elizabeth M. Daley | Management | For | For |
| 1e | Elect Director Nancy Hawthorne | Management | For | For |
| 1f | Elect Director Jeff Rosica | Management | For | For |
| 1g | Elect Director Daniel B. Silvers | Management | For | For |
| 1h | Elect Director John P. Wallace | Management | For | For |
| 1i | Elect Director Peter M. Westley | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AXSOME THERAPEUTICS, INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: AXSM
SECURITY ID: 05464T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Mark Saad | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BEACON ROOFING SUPPLY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: BECN
SECURITY ID: 073685109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Philip W. Knisely | Management | For | For |
| 1.2 | Elect Director Julian G. Francis | Management | For | For |
| 1.3 | Elect Director Barbara G. Fast | Management | For | For |
| 1.4 | Elect Director Richard W. Frost | Management | For | For |
| 1.5 | Elect Director Alan Gershenhorn | Management | For | For |
| 1.6 | Elect Director Melanie M. Hart | Management | For | For |
| 1.7 | Elect Director Racquel H. Mason | Management | For | For |
| 1.8 | Elect Director Robert M. McLaughlin | Management | For | For |
| 1.9 | Elect Director Earl Newsome, Jr. | Management | For | For |
| 1.10 | Elect Director Neil S. Novich | Management | For | For |
| 1.11 | Elect Director Stuart A. Randle | Management | For | For |
| 1.12 | Elect Director Nathan K. Sleeper | Management | For | For |
| 1.13 | Elect Director Douglas L. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| BJ'S WHOLESALE CLUB HOLDINGS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: BJ
SECURITY ID: 05550J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Baldwin | Management | For | For |
| 1.2 | Elect Director Darryl Brown | Management | For | For |
| 1.3 | Elect Director Bob Eddy | Management | For | For |
| 1.4 | Elect Director Michelle Gloeckler | Management | For | For |
| 1.5 | Elect Director Maile Naylor (nee Clark) | Management | For | For |
| 1.6 | Elect Director Ken Parent | Management | For | For |
| 1.7 | Elect Director Chris Peterson | Management | For | For |
| 1.8 | Elect Director Rob Steele | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BLUEPRINT MEDICINES CORPORATION
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: BPMC
SECURITY ID: 09627Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexis Borisy | Management | For | Withhold |
| 1.2 | Elect Director Lonnel Coats | Management | For | For |
| 1.3 | Elect Director Kathryn Haviland | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOK FINANCIAL CORP
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BOKF
SECURITY ID: 05561Q201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan S. Armstrong | Management | For | For |
| 1.2 | Elect Director Steven Bangert | Management | For | For |
| 1.3 | Elect Director Chester E. Cadieux, III | Management | For | Withhold |
| 1.4 | Elect Director John W. Coffey | Management | For | For |
| 1.5 | Elect Director Joseph W. Craft, III | Management | For | For |
| 1.6 | Elect Director David F. Griffin | Management | For | For |
| 1.7 | Elect Director V. Burns Hargis | Management | For | For |
| 1.8 | Elect Director Douglas D. Hawthorne | Management | For | For |
| 1.9 | Elect Director Kimberley D. Henry | Management | For | For |
| 1.10 | Elect Director E. Carey Joullian, IV | Management | For | For |
| 1.11 | Elect Director George B. Kaiser | Management | For | For |
| 1.12 | Elect Director Stacy C. Kymes | Management | For | For |
| 1.13 | Elect Director Stanley A. Lybarger | Management | For | For |
| 1.14 | Elect Director Steven J. Malcolm | Management | For | For |
| 1.15 | Elect Director E.C. Richards | Management | For | For |
| 1.16 | Elect Director Claudia San Pedro | Management | For | For |
| 1.17 | Elect Director Peggy I. Simmons | Management | For | For |
| 1.18 | Elect Director Michael C. Turpen | Management | For | For |
| 1.19 | Elect Director Rose M. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| BRIGHAM MINERALS, INC.
MEETING DATE: DEC 28, 2022 |
||||
|
TICKER: MNRL
SECURITY ID: 10918L103
|
||||
| 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 |
| BRINKER INTERNATIONAL, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: EAT
SECURITY ID: 109641100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph M. DePinto | Management | For | For |
| 1.2 | Elect Director Frances L. Allen | Management | For | For |
| 1.3 | Elect Director Cynthia L. Davis | Management | For | For |
| 1.4 | Elect Director Harriet Edelman | Management | For | For |
| 1.5 | Elect Director William T. Giles | Management | For | For |
| 1.6 | Elect Director Kevin D. Hochman | Management | For | For |
| 1.7 | Elect Director Ramona T. Hood | Management | For | For |
| 1.8 | Elect Director James C. Katzman | Management | For | For |
| 1.9 | Elect Director Prashant N. Ranade | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 5 | Report on Measures to End Use of Medically Important Antibiotics in Beef and Pork Supply Chains | Shareholder | Against | For |
| BROOKFIELD INFRASTRUCTURE CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BIPC
SECURITY ID: 11275Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Blidner | Management | For | For |
| 1.2 | Elect Director William Cox | Management | For | For |
| 1.3 | Elect Director Roslyn Kelly | Management | For | For |
| 1.4 | Elect Director John Mullen | Management | For | For |
| 1.5 | Elect Director Daniel Muniz Quintanilla | Management | For | For |
| 1.6 | Elect Director Suzanne Nimocks | Management | For | For |
| 1.7 | Elect Director Anne Schaumburg | Management | For | For |
| 1.8 | Elect Director Rajeev Vasudeva | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| BUILDERS FIRSTSOURCE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BLDR
SECURITY ID: 12008R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul S. Levy | Management | For | Against |
| 1.2 | Elect Director Cory J. Boydston | Management | For | For |
| 1.3 | Elect Director James O'Leary | Management | For | Against |
| 1.4 | Elect Director Craig A. Steinke | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Short, Medium, and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | For |
| CABOT CORPORATION
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: CBT
SECURITY ID: 127055101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Juan Enriquez | Management | For | For |
| 1.2 | Elect Director Sean D. Keohane | Management | For | For |
| 1.3 | Elect Director William C. Kirby | Management | For | For |
| 1.4 | Elect Director Raffiq Nathoo | 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 |
| CACI INTERNATIONAL INC
MEETING DATE: OCT 20, 2022 |
||||
|
TICKER: CACI
SECURITY ID: 127190304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael A. Daniels | Management | For | For |
| 1b | Elect Director Lisa S. Disbrow | Management | For | For |
| 1c | Elect Director Susan M. Gordon | Management | For | For |
| 1d | Elect Director William L. Jews | Management | For | For |
| 1e | Elect Director Gregory G. Johnson | Management | For | For |
| 1f | Elect Director Ryan D. McCarthy | Management | For | For |
| 1g | Elect Director John S. Mengucci | Management | For | For |
| 1h | Elect Director Philip O. Nolan | Management | For | For |
| 1i | Elect Director James L. Pavitt | Management | For | For |
| 1j | Elect Director Debora A. Plunkett | Management | For | For |
| 1k | Elect Director William S. Wallace | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CADENCE BANK
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CADE
SECURITY ID: 12740C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deborah M. Cannon | Management | For | For |
| 1.2 | Elect Director Warren A. Hood, Jr. | Management | For | For |
| 1.3 | Elect Director Precious W. Owodunni | Management | For | For |
| 1.4 | Elect Director Thomas R. Stanton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| CAPRI HOLDINGS LIMITED
MEETING DATE: AUG 03, 2022 |
||||
|
TICKER: CPRI
SECURITY ID: G1890L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy Gibbons | Management | For | For |
| 1b | Elect Director Jane Thompson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CELLDEX THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CLDX
SECURITY ID: 15117B202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen L. Shoos | Management | For | For |
| 1b | Elect Director Anthony S. Marucci | Management | For | For |
| 1c | Elect Director Keith L. Brownlie | Management | For | For |
| 1d | Elect Director Cheryl L. Cohen | Management | For | For |
| 1e | Elect Director Herbert J. Conrad | Management | For | For |
| 1f | Elect Director Rita I. Jain | Management | For | For |
| 1g | Elect Director James J. Marino | Management | For | For |
| 1h | Elect Director Garry A. Neil | Management | For | For |
| 1i | Elect Director Harry H. Penner, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: CRL
SECURITY ID: 159864107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Foster | Management | For | For |
| 1.2 | Elect Director Nancy C. Andrews | Management | For | For |
| 1.3 | Elect Director Robert Bertolini | Management | For | For |
| 1.4 | Elect Director Deborah T. Kochevar | Management | For | For |
| 1.5 | Elect Director George Llado, Sr. | Management | For | For |
| 1.6 | Elect Director Martin W. Mackay | Management | For | For |
| 1.7 | Elect Director George E. Massaro | Management | For | For |
| 1.8 | Elect Director C. Richard Reese | Management | For | For |
| 1.9 | Elect Director Craig B. Thompson | Management | For | For |
| 1.10 | Elect Director Richard F. Wallman | Management | For | For |
| 1.11 | Elect Director Virginia M. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Non-human Primates Imported by the Company | Shareholder | Against | Against |
| CHENIERE ENERGY, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LNG
SECURITY ID: 16411R208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Andrea Botta | Management | For | For |
| 1b | Elect Director Jack A. Fusco | Management | For | For |
| 1c | Elect Director Patricia K. Collawn | Management | For | For |
| 1d | Elect Director Brian E. Edwards | Management | For | For |
| 1e | Elect Director Denise Gray | Management | For | For |
| 1f | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1g | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1h | Elect Director Matthew Runkle | Management | For | For |
| 1i | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Stranded Carbon Asset Risk | Shareholder | Against | Against |
| CHURCHILL DOWNS INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CHDN
SECURITY ID: 171484108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Fealy | Management | For | For |
| 1.2 | Elect Director Douglas C. Grissom | Management | For | For |
| 1.3 | Elect Director Daniel P. Harrington | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CIRRUS LOGIC, INC.
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: CRUS
SECURITY ID: 172755100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Carter | Management | For | For |
| 1.2 | Elect Director Alexander M. Davern | Management | For | For |
| 1.3 | Elect Director Timothy R. Dehne | Management | For | For |
| 1.4 | Elect Director John M. Forsyth | Management | For | For |
| 1.5 | Elect Director Deirdre R. Hanford | Management | For | For |
| 1.6 | Elect Director Raghib Hussain | Management | For | For |
| 1.7 | Elect Director Catherine P. Lego | Management | For | For |
| 1.8 | Elect Director David J. Tupman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| COMERICA INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CMA
SECURITY ID: 200340107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Avila | Management | For | For |
| 1.2 | Elect Director Michael E. Collins | Management | For | For |
| 1.3 | Elect Director Roger A. Cregg | Management | For | For |
| 1.4 | Elect Director Curtis C. Farmer | Management | For | For |
| 1.5 | Elect Director Jacqueline P. Kane | Management | For | For |
| 1.6 | Elect Director Derek J. Kerr | Management | For | For |
| 1.7 | Elect Director Richard G. Lindner | Management | For | For |
| 1.8 | Elect Director Jennifer H. Sampson | Management | For | For |
| 1.9 | Elect Director Barbara R. Smith | Management | For | For |
| 1.10 | Elect Director Robert S. Taubman | Management | For | For |
| 1.11 | Elect Director Reginald M. Turner, Jr. | Management | For | For |
| 1.12 | Elect Director Nina G. Vaca | Management | For | For |
| 1.13 | Elect Director Michael G. Van de Ven | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COMMERCIAL METALS COMPANY
MEETING DATE: JAN 11, 2023 |
||||
|
TICKER: CMC
SECURITY ID: 201723103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter R. Matt | Management | For | For |
| 1.2 | Elect Director Sarah E. Raiss | 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 |
| CONCENTRIX CORPORATION
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: CNXC
SECURITY ID: 20602D101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chris Caldwell | Management | For | For |
| 1b | Elect Director Teh-Chien Chou | Management | For | For |
| 1c | Elect Director LaVerne H. Council | Management | For | For |
| 1d | Elect Director Jennifer Deason | Management | For | For |
| 1e | Elect Director Kathryn Hayley | Management | For | For |
| 1f | Elect Director Kathryn Marinello | Management | For | For |
| 1g | Elect Director Dennis Polk | Management | For | For |
| 1h | Elect Director Ann Vezina | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONSTELLIUM SE
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CSTM
SECURITY ID: F21107101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reelect Jean-Marc Germain as Director | Management | For | For |
| 2 | Reelect Michiel Brandjes as Director | Management | For | For |
| 3 | Reelect John Ormerod as Director | Management | For | For |
| 4 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 6 | Approve Discharge of Directors, CEO and Auditors | Management | For | For |
| 7 | Approve Allocation of Income and Absence of Dividends | Management | For | For |
| 8 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 1,468,198.84 | Management | For | For |
| 9 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 1,468,198.84 | Management | For | For |
| 10 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 587,279.54 | Management | For | For |
| 11 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 8-10 | Management | For | For |
| 12 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 13 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| CORPORATE OFFICE PROPERTIES TRUST
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: OFC
SECURITY ID: 22002T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Brady | Management | For | For |
| 1b | Elect Director Stephen E. Budorick | Management | For | For |
| 1c | Elect Director Robert L. Denton, Sr. | Management | For | For |
| 1d | Elect Director Philip L. Hawkins | Management | For | For |
| 1e | Elect Director Steven D. Kesler | Management | For | For |
| 1f | Elect Director Letitia A. Long | Management | For | For |
| 1g | Elect Director Essye B. Miller | Management | For | For |
| 1h | Elect Director Raymond L. Owens | Management | For | For |
| 1i | Elect Director C. Taylor Pickett | Management | For | For |
| 1j | Elect Director Lisa G. Trimberger | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CRANE NXT CO.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: CXT
SECURITY ID: 224441105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Dinkins | Management | For | For |
| 1.2 | Elect Director William Grogan | Management | For | For |
| 1.3 | Elect Director Cristen Kogl | Management | For | For |
| 1.4 | Elect Director Ellen McClain | Management | For | For |
| 1.5 | Elect Director Max H. Mitchell | Management | For | For |
| 1.6 | Elect Director Aaron W. Saak | Management | For | For |
| 1.7 | Elect Director John S. Stroup | Management | For | For |
| 1.8 | Elect Director James L. L. Tullis | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CROCS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: CROX
SECURITY ID: 227046109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Smach | Management | For | For |
| 1.2 | Elect Director Beth J. Kaplan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CUBESMART
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CUBE
SECURITY ID: 229663109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Piero Bussani | Management | For | For |
| 1.2 | Elect Director Jit Kee Chin | Management | For | For |
| 1.3 | Elect Director Dorothy Dowling | Management | For | For |
| 1.4 | Elect Director John W. Fain | Management | For | For |
| 1.5 | Elect Director Jair K. Lynch | Management | For | For |
| 1.6 | Elect Director Christopher P. Marr | Management | For | For |
| 1.7 | Elect Director Deborah Rather Salzberg | Management | For | For |
| 1.8 | Elect Director John F. Remondi | Management | For | For |
| 1.9 | Elect Director Jeffrey F. Rogatz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CULLEN/FROST BANKERS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CFR
SECURITY ID: 229899109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carlos Alvarez | Management | For | For |
| 1.2 | Elect Director Chris M. Avery | Management | For | For |
| 1.3 | Elect Director Anthony R. 'Tony' Chase | Management | For | For |
| 1.4 | Elect Director Cynthia J. Comparin | Management | For | For |
| 1.5 | Elect Director Samuel G. Dawson | Management | For | For |
| 1.6 | Elect Director Crawford H. Edwards | Management | For | For |
| 1.7 | Elect Director Patrick B. Frost | Management | For | For |
| 1.8 | Elect Director Phillip D. Green | Management | For | For |
| 1.9 | Elect Director David J. Haemisegger | Management | For | For |
| 1.10 | Elect Director Charles W. Matthews | Management | For | For |
| 1.11 | Elect Director Joseph A. Pierce | Management | For | For |
| 1.12 | Elect Director Linda B. Rutherford | Management | For | For |
| 1.13 | Elect Director Jack Willome | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CURTISS-WRIGHT CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CW
SECURITY ID: 231561101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lynn M. Bamford | Management | For | For |
| 1.2 | Elect Director Dean M. Flatt | Management | For | For |
| 1.3 | Elect Director S. Marce Fuller | Management | For | For |
| 1.4 | Elect Director Bruce D. Hoechner | Management | For | For |
| 1.5 | Elect Director Glenda J. Minor | Management | For | For |
| 1.6 | Elect Director Anthony J. Moraco | Management | For | For |
| 1.7 | Elect Director William F. Moran | Management | For | For |
| 1.8 | Elect Director Robert J. Rivet | Management | For | For |
| 1.9 | Elect Director Peter C. Wallace | Management | For | For |
| 1.10 | Elect Director Larry D. Wyche | 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 |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CUSHMAN & WAKEFIELD PLC
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: CWK
SECURITY ID: G2717B108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve the Repurchase Authorization, Form of Share Repurchase Contracts and Repurchase Counterparties | Management | For | For |
| CUSHMAN & WAKEFIELD PLC
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CWK
SECURITY ID: G2717B108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brett White | Management | For | For |
| 1.2 | Elect Director Jodie McLean | Management | For | For |
| 1.3 | Elect Director Billie Williamson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Ratify KPMG LLP as UK Statutory Auditor | Management | For | For |
| 4 | Authorize Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Approve Director Compensation Report | Management | For | For |
| 7 | Approve Director Compensation Policy | Management | For | For |
| 8 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 9 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| CYTOKINETICS, INCORPORATED
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CYTK
SECURITY ID: 23282W605
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward M. Kaye | Management | For | For |
| 1b | Elect Director Wendell Wierenga | Management | For | For |
| 1c | Elect Director Nancy J. Wysenski | Management | For | For |
| 2 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Directors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Senior Officers | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DAY ONE BIOPHARMACEUTICALS, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: DAWN
SECURITY ID: 23954D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Garland | Management | For | For |
| 1.2 | Elect Director John Josey | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DENBURY INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DEN
SECURITY ID: 24790A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin O. Meyers | Management | For | For |
| 1b | Elect Director Anthony M. Abate | Management | For | For |
| 1c | Elect Director Caroline G. Angoorly | Management | For | For |
| 1d | Elect Director James N. Chapman | Management | For | For |
| 1e | Elect Director Christian S. Kendall | Management | For | For |
| 1f | Elect Director Lynn A. Peterson | Management | For | For |
| 1g | Elect Director Brett R. Wiggs | Management | For | For |
| 1h | Elect Director Cindy A. Yeilding | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DICE THERAPEUTICS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: DICE
SECURITY ID: 23345J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jim Scopa | Management | For | Withhold |
| 1.2 | Elect Director Jake Simson | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| DICK'S SPORTING GOODS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: DKS
SECURITY ID: 253393102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark J. Barrenechea | Management | For | For |
| 1b | Elect Director Emanuel Chirico | Management | For | For |
| 1c | Elect Director William J. Colombo | Management | For | For |
| 1d | Elect Director Anne Fink | Management | For | For |
| 1e | Elect Director Larry Fitzgerald, Jr. | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Sandeep Mathrani | Management | For | For |
| 1h | Elect Director Desiree Ralls-Morrison | Management | For | For |
| 1i | Elect Director Lawrence J. Schorr | Management | For | For |
| 1j | Elect Director Edward W. Stack | Management | For | For |
| 1k | Elect Director Larry D. Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DISCOVER FINANCIAL SERVICES
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: DFS
SECURITY ID: 254709108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DOUGLAS EMMETT, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DEI
SECURITY ID: 25960P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dan A. Emmett | Management | For | For |
| 1.2 | Elect Director Jordan L. Kaplan | Management | For | For |
| 1.3 | Elect Director Kenneth M. Panzer | Management | For | For |
| 1.4 | Elect Director Leslie E. Bider | Management | For | For |
| 1.5 | Elect Director Dorene C. Dominguez | Management | For | For |
| 1.6 | Elect Director David T. Feinberg | Management | For | For |
| 1.7 | Elect Director Ray C. Leonard | Management | For | For |
| 1.8 | Elect Director Virginia A. McFerran | Management | For | For |
| 1.9 | Elect Director Thomas E. O'Hern | Management | For | For |
| 1.10 | Elect Director William E. Simon, Jr. | Management | For | For |
| 1.11 | Elect Director Shirley Wang | Management | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| DYNATRACE, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: DT
SECURITY ID: 268150109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ambika Kapur Gadre | Management | For | For |
| 1b | Elect Director Steve Rowland | Management | For | For |
| 1c | Elect Director Kenneth 'Chip' Virnig | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EAGLE MATERIALS INC.
MEETING DATE: AUG 05, 2022 |
||||
|
TICKER: EXP
SECURITY ID: 26969P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George J. Damiris | Management | For | For |
| 1b | Elect Director Martin M. Ellen | Management | For | For |
| 1c | Elect Director David B. Powers | 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 |
| EASTERN BANKSHARES, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: EBC
SECURITY ID: 27627N105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luis A. Borgen | Management | For | For |
| 1.2 | Elect Director Diane S. Hessan | Management | For | For |
| 1.3 | Elect Director Robert F. Rivers | Management | For | For |
| 1.4 | Elect Director Paul D. Spiess | 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 |
| EDISON INTERNATIONAL
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: EIX
SECURITY ID: 281020107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ELASTIC N.V.
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: ESTC
SECURITY ID: N14506104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohaib Abbasi | Management | For | For |
| 1b | Elect Director Caryn Marooney | Management | For | For |
| 1c | Elect Director Chetan Puttagunta | Management | For | For |
| 1d | Elect Director Steven Schuurman | Management | For | For |
| 2 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3 | Appoint PricewaterhouseCoopers Accountants N.V. as External Auditor | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Discharge of Executive Directors | Management | For | For |
| 6 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ELEMENT SOLUTIONS INC
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ESI
SECURITY ID: 28618M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Franklin | Management | For | For |
| 1b | Elect Director Benjamin Gliklich | Management | For | For |
| 1c | Elect Director Ian G.H. Ashken | Management | For | For |
| 1d | Elect Director Elyse Napoli Filon | Management | For | For |
| 1e | Elect Director Christopher T. Fraser | Management | For | For |
| 1f | Elect Director Michael F. Goss | Management | For | For |
| 1g | Elect Director Nichelle Maynard-Elliott | Management | For | For |
| 1h | Elect Director E. Stanley O'Neal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ENCORE CAPITAL GROUP, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: ECPG
SECURITY ID: 292554102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael P. Monaco | Management | For | For |
| 1b | Elect Director William C. Goings | Management | For | For |
| 1c | Elect Director Ashwini (Ash) Gupta | Management | For | For |
| 1d | Elect Director Wendy G. Hannam | Management | For | For |
| 1e | Elect Director Jeffrey A. Hilzinger | Management | For | For |
| 1f | Elect Director Angela A. Knight | Management | For | For |
| 1g | Elect Director Laura Newman Olle | Management | For | For |
| 1h | Elect Director Richard P. Stovsky | Management | For | For |
| 1i | Elect Director Ashish Masih | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| ENSTAR GROUP LIMITED
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ESGR
SECURITY ID: G3075P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert J. Campbell | Management | For | Against |
| 1b | Elect Director B. Frederick Becker | Management | For | Against |
| 1c | Elect Director Sharon A. Beesley | Management | For | For |
| 1d | Elect Director James D. Carey | Management | For | For |
| 1e | Elect Director Susan L. Cross | Management | For | For |
| 1f | Elect Director Hans-Peter Gerhardt | Management | For | Against |
| 1g | Elect Director Orla Gregory | Management | For | For |
| 1h | Elect Director Myron Hendry | Management | For | For |
| 1i | Elect Director Paul J. O'Shea | Management | For | For |
| 1j | Elect Director Hitesh Patel | Management | For | For |
| 1k | Elect Director Dominic Silvester | Management | For | For |
| 1l | Elect Director Poul A. Winslow | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ENVISTA HOLDINGS CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: NVST
SECURITY ID: 29415F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kieran T. Gallahue | Management | For | For |
| 1.2 | Elect Director Barbara Hulit | Management | For | For |
| 1.3 | Elect Director Amir Aghdaei | Management | For | For |
| 1.4 | Elect Director Vivek Jain | Management | For | For |
| 1.5 | Elect Director Daniel Raskas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EPAM SYSTEMS, INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: EPAM
SECURITY ID: 29414B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene Roman | Management | For | For |
| 1.2 | Elect Director Jill B. Smart | Management | For | For |
| 1.3 | Elect Director Ronald Vargo | 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 |
| EQT CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: EQT
SECURITY ID: 26884L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ESSENTIAL PROPERTIES REALTY TRUST, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: EPRT
SECURITY ID: 29670E107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul T. Bossidy | Management | For | For |
| 1.2 | Elect Director Joyce DeLucca | Management | For | For |
| 1.3 | Elect Director Scott A. Estes | Management | For | For |
| 1.4 | Elect Director Peter M. Mavoides | Management | For | For |
| 1.5 | Elect Director Lawrence J. Minich | Management | For | For |
| 1.6 | Elect Director Heather L. Neary | Management | For | For |
| 1.7 | Elect Director Stephen D. Sautel | Management | For | For |
| 1.8 | Elect Director Janaki Sivanesan | 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 Grant Thornton LLP as Auditors | Management | For | For |
| EVOLENT HEALTH, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EVH
SECURITY ID: 30050B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Barbarosh | Management | For | For |
| 1b | Elect Director Seth Blackley | Management | For | For |
| 1c | Elect Director M. Bridget Duffy | Management | For | For |
| 1d | Elect Director Peter Grua | Management | For | For |
| 1e | Elect Director Diane Holder | Management | For | For |
| 1f | Elect Director Richard Jelinek | Management | For | For |
| 1g | Elect Director Kim Keck | Management | For | For |
| 1h | Elect Director Cheryl Scott | Management | For | For |
| 1i | Elect Director Tunde Sotunde | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| EXELIXIS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: EXEL
SECURITY ID: 30161Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1a | Elect Management Nominee Director Maria C. Freire | Management | For | For |
| 1b | Elect Management Nominee Director Alan M. Garber | Management | For | For |
| 1c | Elect Management Nominee Director Michael M. Morrissey | Management | For | For |
| 1d | Elect Management Nominee Director Stelios Papadopoulos | Management | For | For |
| 1e | Elect Management Nominee Director George Poste | Management | For | For |
| 1f | Elect Management Nominee Director Julie Anne Smith | Management | For | For |
| 1g | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 1h | Elect Management Nominee Director Jacqueline Wright | Management | For | For |
| 1i | Elect Management Nominee Director Jack L. Wyszomierski | Management | For | For |
| 1j | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | For |
| 1k | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | For |
| 1l | Elect Opposition Nominee Director David E. Johnson | Shareholder | None | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1.1 | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | Did Not Vote |
| 1.2 | Elect Opposition Nominee Director David E. Johnson | Shareholder | For | Did Not Vote |
| 1.3 | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | Did Not Vote |
| 1.4 | Elect Management Nominee Director Maria C. Freire | Management | None | Did Not Vote |
| 1.5 | Elect Management Nominee Director Alan M. Garber | Management | None | Did Not Vote |
| 1.6 | Elect Management Nominee Director Michael M. Morrissey | Management | None | Did Not Vote |
| 1.7 | Elect Management Nominee Director Stelios Papadopoulos | Management | None | Did Not Vote |
| 1.8 | Elect Management Nominee Director George Poste | Management | None | Did Not Vote |
| 1.9 | Elect Management Nominee Director Julie Anne Smith | Management | None | Did Not Vote |
| 1.10 | Elect Management Nominee Director Jacqueline Wright | Management | None | Did Not Vote |
| 1.11 | Elect Management Nominee Director Jack L. Wyszomierski | Management | None | Did Not Vote |
| 1.12 | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| EXLSERVICE HOLDINGS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: EXLS
SECURITY ID: 302081104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vikram Pandit | Management | For | For |
| 1b | Elect Director Rohit Kapoor | Management | For | For |
| 1c | Elect Director Andreas Fibig | Management | For | For |
| 1d | Elect Director Som Mittal | Management | For | For |
| 1e | Elect Director Kristy Pipes | Management | For | For |
| 1f | Elect Director Nitin Sahney | Management | For | For |
| 1g | Elect Director Jaynie Studenmund | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Forward Stock Split | Management | For | For |
| 6 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| FABRINET
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: FN
SECURITY ID: G3323L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Homa Bahrami | Management | For | For |
| 1.2 | Elect Director Darlene S. Knight | Management | For | For |
| 1.3 | Elect Director Rollance E. Olson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers ABAS Ltd. as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FEDERAL SIGNAL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FSS
SECURITY ID: 313855108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene J. Lowe, III | Management | For | For |
| 1.2 | Elect Director Dennis J. Martin | Management | For | For |
| 1.3 | Elect Director Bill Owens | Management | For | For |
| 1.4 | Elect Director Shashank Patel | Management | For | For |
| 1.5 | Elect Director Brenda L. Reichelderfer | Management | For | For |
| 1.6 | Elect Director Jennifer L. Sherman | Management | For | For |
| 1.7 | Elect Director John L. Workman | 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 |
| FIRST AMERICAN FINANCIAL CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FAF
SECURITY ID: 31847R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth D. DeGiorgio | Management | For | For |
| 1.2 | Elect Director James L. Doti | Management | For | For |
| 1.3 | Elect Director Michael D. McKee | Management | For | For |
| 1.4 | Elect Director Marsha A. Spence | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FIRST HAWAIIAN, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: FHB
SECURITY ID: 32051X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael K. Fujimoto | Management | For | For |
| 1b | Elect Director Robert S. Harrison | Management | For | For |
| 1c | Elect Director Faye W. Kurren | Management | For | For |
| 1d | Elect Director James S. Moffatt | Management | For | For |
| 1e | Elect Director Mark M. Mugiishi | Management | For | For |
| 1f | Elect Director Kelly A. Thompson | Management | For | For |
| 1g | Elect Director Allen B. Uyeda | Management | For | For |
| 1h | Elect Director Vanessa L. Washington | Management | For | For |
| 1i | Elect Director C. Scott Wo | 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 |
| FIRST HORIZON CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FHN
SECURITY ID: 320517105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Harry V. Barton, Jr. | Management | For | For |
| 1.2 | Elect Director John N. Casbon | Management | For | For |
| 1.3 | Elect Director John C. Compton | Management | For | For |
| 1.4 | Elect Director Wendy P. Davidson | Management | For | For |
| 1.5 | Elect Director William H. Fenstermaker | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director J. Michael Kemp, Sr. | Management | For | For |
| 1.8 | Elect Director Rick E. Maples | Management | For | For |
| 1.9 | Elect Director Vicki R. Palmer | Management | For | For |
| 1.10 | Elect Director Colin V. Reed | Management | For | For |
| 1.11 | Elect Director E. Stewart Shea, III | Management | For | For |
| 1.12 | Elect Director Cecelia D. Stewart | Management | For | For |
| 1.13 | Elect Director Rosa Sugranes | Management | For | For |
| 1.14 | Elect Director R. Eugene Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FLEX LTD.
MEETING DATE: AUG 25, 2022 |
||||
|
TICKER: FLEX
SECURITY ID: Y2573F102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Revathi Advaithi | Management | For | For |
| 1b | Elect Director Michael D. Capellas | Management | For | For |
| 1c | Elect Director John D. Harris, II | Management | For | For |
| 1d | Elect Director Michael E. Hurlston | Management | For | For |
| 1e | Elect Director Erin L. McSweeney | Management | For | For |
| 1f | Elect Director Marc A. Onetto | Management | For | For |
| 1g | Elect Director Charles K. Stevens, III | Management | For | For |
| 1h | Elect Director Lay Koon Tan | Management | For | For |
| 1i | Elect Director Patrick J. Ward | Management | For | For |
| 1j | Elect Director William D. Watkins | Management | For | For |
| 2 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Issuance of Shares without Preemptive Rights | Management | For | For |
| 5 | Authorize Share Repurchase Program | Management | For | For |
| FLUOR CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: FLR
SECURITY ID: 343412102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Alan M. Bennett | Management | For | For |
| 1B | Elect Director Rosemary T. Berkery | Management | For | For |
| 1C | Elect Director David E. Constable | Management | For | For |
| 1D | Elect Director H. Paulett Eberhart | Management | For | For |
| 1E | Elect Director James T. Hackett | Management | For | For |
| 1F | Elect Director Thomas C. Leppert | Management | For | For |
| 1G | Elect Director Teri P. McClure | Management | For | For |
| 1H | Elect Director Armando J. Olivera | Management | For | For |
| 1I | Elect Director Matthew K. Rose | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GENPACT LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: G
SECURITY ID: G3922B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director N.V. "Tiger" Tyagarajan | Management | For | For |
| 1.2 | Elect Director James Madden | Management | For | For |
| 1.3 | Elect Director Ajay Agrawal | Management | For | For |
| 1.4 | Elect Director Stacey Cartwright | Management | For | For |
| 1.5 | Elect Director Laura Conigliaro | Management | For | For |
| 1.6 | Elect Director Tamara Franklin | Management | For | For |
| 1.7 | Elect Director Carol Lindstrom | Management | For | For |
| 1.8 | Elect Director CeCelia Morken | Management | For | For |
| 1.9 | Elect Director Brian Stevens | Management | For | For |
| 1.10 | Elect Director Mark Verdi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG Assurance and Consulting Services LLP as Auditors | Management | For | For |
| GILDAN ACTIVEWEAR INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: GIL
SECURITY ID: 375916103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify KPMG LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Donald C. Berg | Management | For | For |
| 2.2 | Elect Director Maryse Bertrand | Management | For | For |
| 2.3 | Elect Director Dhaval Buch | Management | For | For |
| 2.4 | Elect Director Marc Caira | Management | For | For |
| 2.5 | Elect Director Glenn J. Chamandy | Management | For | For |
| 2.6 | Elect Director Shirley E. Cunningham | Management | For | For |
| 2.7 | Elect Director Charles M. Herington | Management | For | For |
| 2.8 | Elect Director Luc Jobin | Management | For | For |
| 2.9 | Elect Director Craig A. Leavitt | Management | For | For |
| 2.10 | Elect Director Anne Martin-Vachon | Management | For | For |
| 3 | Re-approve Shareholder Rights Plan | Management | For | For |
| 4 | Amend Long-Term Incentive Plan | Management | For | For |
| 5 | Amend Long-Term Incentive Plan | Management | For | For |
| 6 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 7 | Review Human Capital Management KPIs and SPTs Addressing Human Rights in its Supply Chain, and Improving Employee Safety and Reducing Workplace Risks and Include One Such KPI/SPT in its Next Sustainability Linked Credit Facility in 2027 | Shareholder | Against | Against |
| GLOBAL BLOOD THERAPEUTICS, INC.
MEETING DATE: SEP 30, 2022 |
||||
|
TICKER: GBT
SECURITY ID: 37890U108
|
||||
| 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 |
| GRANITE CONSTRUCTION INCORPORATED
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: GVA
SECURITY ID: 387328107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Darnell | Management | For | For |
| 1b | Elect Director Kyle T. Larkin | Management | For | For |
| 1c | Elect Director Celeste B. Mastin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HELEN OF TROY LIMITED
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: HELE
SECURITY ID: G4388N106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julien R. Mininberg | Management | For | For |
| 1b | Elect Director Timothy F. Meeker | Management | For | For |
| 1c | Elect Director Krista L. Berry | Management | For | For |
| 1d | Elect Director Vincent D. Carson | Management | For | For |
| 1e | Elect Director Thurman K. Case | Management | For | For |
| 1f | Elect Director Tabata L. Gomez | Management | For | For |
| 1g | Elect Director Elena B. Otero | Management | For | For |
| 1h | Elect Director Beryl B. Raff | Management | For | For |
| 1i | Elect Director Darren G. Woody | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| HESS CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HES
SECURITY ID: 42809H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HF SINCLAIR CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DINO
SECURITY ID: 403949100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne-Marie N. Ainsworth | Management | For | For |
| 1b | Elect Director Anna C. Catalano | Management | For | For |
| 1c | Elect Director Leldon E. Echols | Management | For | For |
| 1d | Elect Director Manuel J. Fernandez | Management | For | For |
| 1e | Elect Director Timothy Go | Management | For | For |
| 1f | Elect Director Rhoman J. Hardy | Management | For | For |
| 1g | Elect Director R. Craig Knocke | Management | For | For |
| 1h | Elect Director Robert J. Kostelnik | Management | For | For |
| 1i | Elect Director James H. Lee | Management | For | For |
| 1j | Elect Director Ross B. Matthews | Management | For | For |
| 1k | Elect Director Franklin Myers | Management | For | For |
| 1l | Elect Director Norman J. Szydlowski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| HOLOGIC, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: HOLX
SECURITY ID: 436440101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. MacMillan | Management | For | For |
| 1b | Elect Director Sally W. Crawford | Management | For | For |
| 1c | Elect Director Charles J. Dockendorff | Management | For | For |
| 1d | Elect Director Scott T. Garrett | Management | For | For |
| 1e | Elect Director Ludwig N. Hantson | Management | For | For |
| 1f | Elect Director Namal Nawana | Management | For | For |
| 1g | Elect Director Christiana Stamoulis | Management | For | For |
| 1h | Elect Director Stacey D. Stewart | Management | For | For |
| 1i | Elect Director Amy M. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ICHOR HOLDINGS, LTD.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ICHR
SECURITY ID: G4740B105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Rohrs | Management | For | For |
| 1b | Elect Director Iain MacKenzie | Management | For | For |
| 1c | Elect Director Laura Black | Management | For | For |
| 1d | Elect Director Jorge Titinger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| INDEPENDENT BANK GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: IBTX
SECURITY ID: 45384B106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2a | Elect Director Daniel W. Brooks | Management | For | For |
| 2b | Elect Director Janet P. Froetscher | Management | For | For |
| 2c | Elect Director Craig E. Holmes | Management | For | For |
| 2d | Elect Director G. Stacy Smith | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| INSIGHT ENTERPRISES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NSIT
SECURITY ID: 45765U103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joyce A. Mullen | Management | For | For |
| 1.2 | Elect Director Timothy A. Crown | Management | For | For |
| 1.3 | Elect Director Richard E. Allen | Management | For | For |
| 1.4 | Elect Director Bruce W. Armstrong | Management | For | For |
| 1.5 | Elect Director Alexander L. Baum | Management | For | For |
| 1.6 | Elect Director Linda M. Breard | Management | For | For |
| 1.7 | Elect Director Catherine Courage | Management | For | For |
| 1.8 | Elect Director Anthony A. Ibarguen | Management | For | For |
| 1.9 | Elect Director Kathleen S. Pushor | Management | For | For |
| 1.10 | Elect Director Girish Rishi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| INSPERITY, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: NSP
SECURITY ID: 45778Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy T. Clifford | Management | For | For |
| 1.2 | Elect Director Ellen H. Masterson | Management | For | For |
| 1.3 | Elect Director Latha Ramchand | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ITT INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ITT
SECURITY ID: 45073V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| JAZZ PHARMACEUTICALS PLC
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: JAZZ
SECURITY ID: G50871105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer E. Cook | Management | For | For |
| 1b | Elect Director Patrick G. Enright | Management | For | For |
| 1c | Elect Director Seamus Mulligan | Management | For | For |
| 1d | Elect Director Norbert G. Riedel | Management | For | For |
| 2 | Approve KPMG, Dublin as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| JONES LANG LASALLE INCORPORATED
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: JLL
SECURITY ID: 48020Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hugo Bague | Management | For | For |
| 1b | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1c | Elect Director Tina Ju | Management | For | For |
| 1d | Elect Director Bridget Macaskill | Management | For | For |
| 1e | Elect Director Deborah H. McAneny | Management | For | For |
| 1f | Elect Director Siddharth (Bobby) N. Mehta | Management | For | For |
| 1g | Elect Director Moses Ojeisekhoba | Management | For | For |
| 1h | Elect Director Jeetendra (Jeetu) I. Patel | Management | For | For |
| 1i | Elect Director Ann Marie Petach | Management | For | For |
| 1j | Elect Director Larry Quinlan | Management | For | For |
| 1k | Elect Director Efrain Rivera | Management | For | For |
| 1l | Elect Director Christian Ulbrich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| KB HOME
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KBH
SECURITY ID: 48666K109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jose M. Barra | Management | For | For |
| 1.2 | Elect Director Arthur R. Collins | Management | For | For |
| 1.3 | Elect Director Dorene C. Dominguez | Management | For | For |
| 1.4 | Elect Director Kevin P. Eltife | Management | For | For |
| 1.5 | Elect Director Stuart A. Gabriel | Management | For | For |
| 1.6 | Elect Director Thomas W. Gilligan | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Melissa Lora | Management | For | For |
| 1.9 | Elect Director Jeffrey T. Mezger | Management | For | For |
| 1.10 | Elect Director Brian R. Niccol | Management | For | For |
| 1.11 | Elect Director James C. "Rad" Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KBR, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: KBR
SECURITY ID: 48242W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark E. Baldwin | Management | For | For |
| 1b | Elect Director Stuart J. B. Bradie | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Lester L. Lyles | Management | For | For |
| 1e | Elect Director John A. Manzoni | Management | For | For |
| 1f | Elect Director Wendy M. Masiello | Management | For | For |
| 1g | Elect Director Jack B. Moore | Management | For | For |
| 1h | Elect Director Ann D. Pickard | Management | For | For |
| 1i | Elect Director Carlos A. Sabater | Management | For | For |
| 1j | Elect Director Vincent R. Stewart *Withdrawn Resolution* | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KEROS THERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: KROS
SECURITY ID: 492327101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl L. Gordon | Management | For | Withhold |
| 1.2 | Elect Director Tomer Kariv | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KFORCE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KFRC
SECURITY ID: 493732101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derrick D. Brooks | Management | For | For |
| 1.2 | Elect Director Ann E. Dunwoody | Management | For | For |
| 1.3 | Elect Director N. John Simmons | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LAMB WESTON HOLDINGS, INC.
MEETING DATE: SEP 29, 2022 |
||||
|
TICKER: LW
SECURITY ID: 513272104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Charles A. Blixt | Management | For | For |
| 1c | Elect Director Robert J. Coviello | Management | For | For |
| 1d | Elect Director Andre J. Hawaux | Management | For | For |
| 1e | Elect Director W.G. Jurgensen | Management | For | For |
| 1f | Elect Director Thomas P. Maurer | Management | For | For |
| 1g | Elect Director Hala G. Moddelmog | Management | For | For |
| 1h | Elect Director Robert A. Niblock | Management | For | For |
| 1i | Elect Director Maria Renna Sharpe | Management | For | For |
| 1j | Elect Director Thomas P. Werner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| LATTICE SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: LSCC
SECURITY ID: 518415104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James R. Anderson | Management | For | For |
| 1.2 | Elect Director Robin A. Abrams | Management | For | For |
| 1.3 | Elect Director Douglas Bettinger | Management | For | For |
| 1.4 | Elect Director Mark E. Jensen | Management | For | For |
| 1.5 | Elect Director James P. Lederer | Management | For | For |
| 1.6 | Elect Director D. Jeffrey Richardson | Management | For | For |
| 1.7 | Elect Director Elizabeth Schwarting | Management | For | For |
| 1.8 | Elect Director Raejeanne Skillern | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| LGI HOMES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LGIH
SECURITY ID: 50187T106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ryan Edone | Management | For | For |
| 1.2 | Elect Director Eric Lipar | Management | For | For |
| 1.3 | Elect Director Shailee Parikh | Management | For | For |
| 1.4 | Elect Director Bryan Sansbury | Management | For | For |
| 1.5 | Elect Director Maria Sharpe | Management | For | For |
| 1.6 | Elect Director Steven Smith | Management | For | For |
| 1.7 | Elect Director Robert Vahradian | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| LIGHT & WONDER, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: LNW
SECURITY ID: 80874P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie R. Odell | Management | For | For |
| 1.2 | Elect Director Matthew R. Wilson | Management | For | For |
| 1.3 | Elect Director Antonia Korsanos | Management | For | For |
| 1.4 | Elect Director Hamish R. McLennan | Management | For | For |
| 1.5 | Elect Director Stephen Morro | Management | For | For |
| 1.6 | Elect Director Michael J. Regan | Management | For | For |
| 1.7 | Elect Director Virginia E. Shanks | Management | For | For |
| 1.8 | Elect Director Timothy Throsby | Management | For | For |
| 1.9 | Elect Director Maria T. Vullo | Management | For | For |
| 1.10 | Elect Director Kneeland C. Youngblood | 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 Auditor | Management | For | For |
| LITHIA MOTORS, INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: LAD
SECURITY ID: 536797103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sidney B. DeBoer | Management | For | For |
| 1b | Elect Director Susan O. Cain | Management | For | For |
| 1c | Elect Director Bryan B. DeBoer | Management | For | For |
| 1d | Elect Director James E. Lentz | Management | For | For |
| 1e | Elect Director Shauna F. McIntyre | Management | For | For |
| 1f | Elect Director Louis P. Miramontes | Management | For | For |
| 1g | Elect Director Kenneth E. Roberts | Management | For | For |
| 1h | Elect Director David J. Robino | Management | For | For |
| 1i | Elect Director Stacy C. Loretz-Congdon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LOUISIANA-PACIFIC CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: LPX
SECURITY ID: 546347105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose A. Bayardo | Management | For | For |
| 1b | Elect Director Stephen E. Macadam | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LPL FINANCIAL HOLDINGS INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LPLA
SECURITY ID: 50212V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dan H. Arnold | Management | For | For |
| 1b | Elect Director Edward C. Bernard | Management | For | For |
| 1c | Elect Director H. Paulett Eberhart | Management | For | For |
| 1d | Elect Director William F. Glavin, Jr. | Management | For | For |
| 1e | Elect Director Albert J. Ko | Management | For | For |
| 1f | Elect Director Allison H. Mnookin | Management | For | For |
| 1g | Elect Director Anne M. Mulcahy | Management | For | For |
| 1h | Elect Director James S. Putnam | Management | For | For |
| 1i | Elect Director Richard P. Schifter | Management | For | For |
| 1j | Elect Director Corey E. Thomas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LXP INDUSTRIAL TRUST
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: LXP
SECURITY ID: 529043101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director T. Wilson Eglin | Management | For | For |
| 1.2 | Elect Director Lawrence L. Gray | Management | For | For |
| 1.3 | Elect Director Arun Gupta | Management | For | For |
| 1.4 | Elect Director Jamie Handwerker | Management | For | For |
| 1.5 | Elect Director Derrick Johnson | Management | For | For |
| 1.6 | Elect Director Claire A. Koeneman | Management | For | For |
| 1.7 | Elect Director Nancy Elizabeth Noe | Management | For | For |
| 1.8 | Elect Director Howard Roth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| M&T BANK CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: MTB
SECURITY ID: 55261F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Barnes | Management | For | For |
| 1.2 | Elect Director Robert T. Brady | Management | For | For |
| 1.3 | Elect Director Carlton J. Charles | Management | For | For |
| 1.4 | Elect Director Jane Chwick | Management | For | For |
| 1.5 | Elect Director William F. Cruger, Jr. | Management | For | For |
| 1.6 | Elect Director T. Jefferson Cunningham, III | Management | For | For |
| 1.7 | Elect Director Gary N. Geisel | Management | For | For |
| 1.8 | Elect Director Leslie V. Godridge | Management | For | For |
| 1.9 | Elect Director Rene F. Jones | Management | For | For |
| 1.10 | Elect Director Richard H. Ledgett, Jr. | Management | For | For |
| 1.11 | Elect Director Melinda R. Rich | Management | For | For |
| 1.12 | Elect Director Robert E. Sadler, Jr. | Management | For | For |
| 1.13 | Elect Director Denis J. Salamone | Management | For | For |
| 1.14 | Elect Director John R. Scannell | Management | For | For |
| 1.15 | Elect Director Rudina Seseri | Management | For | For |
| 1.16 | Elect Director Kirk W. Walters | Management | For | For |
| 1.17 | Elect Director Herbert L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MARATHON OIL CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: MRO
SECURITY ID: 565849106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chadwick C. Deaton | Management | For | For |
| 1b | Elect Director Marcela E. Donadio | Management | For | For |
| 1c | Elect Director M. Elise Hyland | Management | For | For |
| 1d | Elect Director Holli C. Ladhani | Management | For | For |
| 1e | Elect Director Mark A. McCollum | Management | For | For |
| 1f | Elect Director Brent J. Smolik | Management | For | For |
| 1g | Elect Director Lee M. Tillman | Management | For | For |
| 1h | Elect Director Shawn D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MOHAWK INDUSTRIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MHK
SECURITY ID: 608190104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Karen A. Smith Bogart | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Lorberbaum | 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 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| MOLINA HEALTHCARE, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MOH
SECURITY ID: 60855R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barbara L. Brasier | Management | For | For |
| 1b | Elect Director Daniel Cooperman | Management | For | For |
| 1c | Elect Director Stephen H. Lockhart | Management | For | For |
| 1d | Elect Director Steven J. Orlando | Management | For | For |
| 1e | Elect Director Ronna E. Romney | Management | For | For |
| 1f | Elect Director Richard M. Schapiro | Management | For | For |
| 1g | Elect Director Dale B. Wolf | Management | For | For |
| 1h | Elect Director Richard C. Zoretic | Management | For | For |
| 1i | Elect Director Joseph M. Zubretsky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MURPHY OIL CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: MUR
SECURITY ID: 626717102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claiborne P. Deming | Management | For | For |
| 1b | Elect Director Lawrence R. Dickerson | Management | For | For |
| 1c | Elect Director Michelle A. Earley | Management | For | For |
| 1d | Elect Director Roger W. Jenkins | Management | For | For |
| 1e | Elect Director Elisabeth W. Keller | Management | For | For |
| 1f | Elect Director James V. Kelley | Management | For | For |
| 1g | Elect Director R. Madison Murphy | Management | For | For |
| 1h | Elect Director Jeffrey W. Nolan | Management | For | For |
| 1i | Elect Director Robert N. Ryan, Jr. | Management | For | For |
| 1j | Elect Director Laura A. Sugg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| NEXSTAR MEDIA GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NXST
SECURITY ID: 65336K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| NOMAD FOODS LIMITED
MEETING DATE: JUL 01, 2022 |
||||
|
TICKER: NOMD
SECURITY ID: G6564A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Martin Ellis Franklin | Management | For | For |
| 1.2 | Elect Director Noam Gottesman | Management | For | For |
| 1.3 | Elect Director Ian G.H. Ashken | Management | For | For |
| 1.4 | Elect Director Stefan Descheemaeker | Management | For | For |
| 1.5 | Elect Director James E. Lillie | Management | For | For |
| 1.6 | Elect Director Stuart M. MacFarlane | Management | For | For |
| 1.7 | Elect Director Victoria Parry | Management | For | For |
| 1.8 | Elect Director Amit Pilowsky | Management | For | For |
| 1.9 | Elect Director Melanie Stack | Management | For | For |
| 1.10 | Elect Director Samy Zekhout | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| O-I GLASS, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: OI
SECURITY ID: 67098H104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Chapin | Management | For | For |
| 1b | Elect Director David V. Clark, II | Management | For | For |
| 1c | Elect Director Gordon J. Hardie | Management | For | For |
| 1d | Elect Director John Humphrey | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Alan J. Murray | Management | For | For |
| 1g | Elect Director Hari N. Nair | Management | For | For |
| 1h | Elect Director Catherine I. Slater | Management | For | For |
| 1i | Elect Director John H. Walker | Management | For | For |
| 1j | Elect Director Carol A. Williams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OLD REPUBLIC INTERNATIONAL CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ORI
SECURITY ID: 680223104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara A. Adachi | Management | For | For |
| 1.2 | Elect Director Charles J. Kovaleski | Management | For | For |
| 1.3 | Elect Director Craig R. Smiddy | Management | For | For |
| 1.4 | Elect Director Fredricka Taubitz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OSHKOSH CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: OSK
SECURITY ID: 688239201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith J. Allman | Management | For | For |
| 1.2 | Elect Director Douglas L. Davis | Management | For | For |
| 1.3 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.4 | Elect Director Kimberley Metcalf-Kupres | Management | For | For |
| 1.5 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.6 | Elect Director Duncan J. Palmer | Management | For | For |
| 1.7 | Elect Director David G. Perkins | Management | For | For |
| 1.8 | Elect Director John C. Pfeifer | Management | For | For |
| 1.9 | Elect Director Sandra E. Rowland | Management | For | For |
| 1.10 | Elect Director John S. Shiely | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require a Majority Vote for the Election of Directors | Shareholder | Against | Against |
| OWENS & MINOR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: OMI
SECURITY ID: 690732102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Beck | Management | For | For |
| 1.2 | Elect Director Gwendolyn M. Bingham | Management | For | For |
| 1.3 | Elect Director Kenneth Gardner-Smith | Management | For | For |
| 1.4 | Elect Director Robert J. Henkel | Management | For | For |
| 1.5 | Elect Director Rita F. Johnson-Mills | Management | For | For |
| 1.6 | Elect Director Stephen W. Klemash | Management | For | For |
| 1.7 | Elect Director Teresa L. Kline | Management | For | For |
| 1.8 | Elect Director Edward A. Pesicka | Management | For | For |
| 1.9 | Elect Director Carissa L. Rollins | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PATRICK INDUSTRIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PATK
SECURITY ID: 703343103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph M. Cerulli | Management | For | For |
| 1.2 | Elect Director Todd M. Cleveland | Management | For | For |
| 1.3 | Elect Director John A. Forbes | Management | For | For |
| 1.4 | Elect Director Michael A. Kitson | Management | For | For |
| 1.5 | Elect Director Pamela R. Klyn | Management | For | For |
| 1.6 | Elect Director Derrick B. Mayes | Management | For | For |
| 1.7 | Elect Director Andy L. Nemeth | Management | For | For |
| 1.8 | Elect Director Denis G. Suggs | Management | For | For |
| 1.9 | Elect Director M. Scott Welch | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PERFORMANCE FOOD GROUP COMPANY
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: PFGC
SECURITY ID: 71377A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George L. Holm | Management | For | For |
| 1b | Elect Director Manuel A. Fernandez | Management | For | For |
| 1c | Elect Director Barbara J. Beck | Management | For | For |
| 1d | Elect Director William F. Dawson, Jr. | Management | For | For |
| 1e | Elect Director Laura Flanagan | Management | For | For |
| 1f | Elect Director Matthew C. Flanigan | Management | For | For |
| 1g | Elect Director Kimberly S. Grant | Management | For | For |
| 1h | Elect Director Jeffrey M. Overly | Management | For | For |
| 1i | Elect Director David V. Singer | Management | For | For |
| 1j | Elect Director Randall N. Spratt | Management | For | For |
| 1k | Elect Director Warren M. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PG&E CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: PCG
SECURITY ID: 69331C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PRELUDE THERAPEUTICS INCORPORATED
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: PRLD
SECURITY ID: 74065P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Krishna Vaddi | Management | For | For |
| 1.2 | Elect Director Mardi C. Dier | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| PREMIER, INC.
MEETING DATE: DEC 02, 2022 |
||||
|
TICKER: PINC
SECURITY ID: 74051N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Alkire | Management | For | For |
| 1.2 | Elect Director Jody R. Davids | Management | For | For |
| 1.3 | Elect Director Peter S. Fine | Management | For | For |
| 1.4 | Elect Director Marvin R. O'Quinn | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PRESTIGE CONSUMER HEALTHCARE INC.
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: PBH
SECURITY ID: 74112D101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald M. Lombardi | Management | For | For |
| 1.2 | Elect Director John E. Byom | Management | For | For |
| 1.3 | Elect Director Celeste A. Clark | Management | For | For |
| 1.4 | Elect Director Christopher J. Coughlin | Management | For | For |
| 1.5 | Elect Director Sheila A. Hopkins | Management | For | For |
| 1.6 | Elect Director Natale S. Ricciardi | Management | For | For |
| 1.7 | Elect Director Dawn M. Zier | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PRIMERICA, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: PRI
SECURITY ID: 74164M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Addison, Jr. | Management | For | For |
| 1b | Elect Director Joel M. Babbit | Management | For | For |
| 1c | Elect Director Amber L. Cottle | Management | For | For |
| 1d | Elect Director Gary L. Crittenden | Management | For | For |
| 1e | Elect Director Cynthia N. Day | Management | For | For |
| 1f | Elect Director Sanjeev Dheer | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director D. Richard Williams | Management | For | For |
| 1i | Elect Director Glenn J. Williams | Management | For | For |
| 1j | Elect Director Barbara A. Yastine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PTC THERAPEUTICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: PTCT
SECURITY ID: 69366J200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William F. Bell, Jr. | Management | For | For |
| 1.2 | Elect Director Matthew B. Klein | Management | For | For |
| 1.3 | Elect Director Stephanie S. Okey | Management | For | For |
| 1.4 | Elect Director Jerome B. Zeldis | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REGAL REXNORD CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RRX
SECURITY ID: 758750103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| REINSURANCE GROUP OF AMERICA, INCORPORATED
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: RGA
SECURITY ID: 759351604
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director Tony Cheng | Management | For | For |
| 1c | Elect Director John J. Gauthier | Management | For | For |
| 1d | Elect Director Patricia L. Guinn | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director George Nichols, III | Management | For | For |
| 1h | Elect Director Stephen O'Hearn | Management | For | For |
| 1i | Elect Director Shundrawn Thomas | Management | For | For |
| 1j | Elect Director Khanh T. Tran | Management | For | For |
| 1k | Elect Director Steven C. Van Wyk | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RELAY THERAPEUTICS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: RLAY
SECURITY ID: 75943R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas S. Ingram | Management | For | For |
| 1.2 | Elect Director Sekar Kathiresan | Management | For | For |
| 1.3 | Elect Director Jami Rubin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RUSH ENTERPRISES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: RUSHA
SECURITY ID: 781846209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W.M. "Rusty" Rush | Management | For | For |
| 1.2 | Elect Director Thomas A. Akin | Management | For | For |
| 1.3 | Elect Director Raymond J. Chess | Management | For | For |
| 1.4 | Elect Director William H. Cary | Management | For | For |
| 1.5 | Elect Director Kennon H. Guglielmo | Management | For | For |
| 1.6 | Elect Director Elaine Mendoza | Management | For | For |
| 1.7 | Elect Director Troy A. Clarke | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 8 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SEABOARD CORPORATION
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: SEB
SECURITY ID: 811543107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen S. Bresky | Management | For | Withhold |
| 1.2 | Elect Director David A. Adamsen | Management | For | Withhold |
| 1.3 | Elect Director Douglas W. Baena | Management | For | Withhold |
| 1.4 | Elect Director Paul M. Squires | Management | For | Withhold |
| 1.5 | Elect Director Frances B. Shifman | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SEAGATE TECHNOLOGY HOLDINGS PLC
MEETING DATE: OCT 24, 2022 |
||||
|
TICKER: STX
SECURITY ID: G7997R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shankar Arumugavelu | Management | For | For |
| 1b | Elect Director Prat S. Bhatt | Management | For | For |
| 1c | Elect Director Judy Bruner | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Richard L. Clemmer | Management | For | For |
| 1f | Elect Director Yolanda L. Conyers | Management | For | For |
| 1g | Elect Director Jay L. Geldmacher | Management | For | For |
| 1h | Elect Director Dylan Haggart | Management | For | For |
| 1i | Elect Director William D. Mosley | Management | For | For |
| 1j | Elect Director Stephanie Tilenius | Management | For | For |
| 1k | Elect Director Edward J. Zander | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| SEAWORLD ENTERTAINMENT, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SEAS
SECURITY ID: 81282V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald Bension | Management | For | Against |
| 1b | Elect Director James Chambers | Management | For | For |
| 1c | Elect Director William Gray | Management | For | For |
| 1d | Elect Director Timothy Hartnett | Management | For | For |
| 1e | Elect Director Yoshikazu Maruyama | Management | For | For |
| 1f | Elect Director Thomas E. Moloney | Management | For | For |
| 1g | Elect Director Neha Jogani Narang | Management | For | Against |
| 1h | Elect Director Scott Ross | Management | For | For |
| 1i | Elect Director Kimberly Schaefer | Management | For | Against |
| 2 | Ratify Deloitte & Touche LLP as Auditor *Withdrawn Resolution* | Management | None | None |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SITIO ROYALTIES CORP.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: STR
SECURITY ID: 82983N108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Noam Lockshin | Management | For | Withhold |
| 1b | Elect Director Christopher L. Conoscenti | Management | For | For |
| 1c | Elect Director Morris R. Clark | Management | For | For |
| 1d | Elect Director Alice E. Gould | Management | For | Withhold |
| 1e | Elect Director Claire R. Harvey | Management | For | For |
| 1f | Elect Director Gayle L. Burleson | Management | For | Withhold |
| 1g | Elect Director Jon-Al Duplantier | Management | For | Withhold |
| 1h | Elect Director Richard K. Stoneburner | Management | For | For |
| 1i | Elect Director John R. (J.R.) Sult | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SPROUT SOCIAL, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: SPT
SECURITY ID: 85209W109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Barris | Management | For | For |
| 1b | Elect Director Raina Moskowitz | Management | For | For |
| 1c | Elect Director Karen Walker | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SPX TECHNOLOGIES, INC.
MEETING DATE: MAY 09, 2023 |
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|
TICKER: SPXC
SECURITY ID: 78473E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ricky D. Puckett | Management | For | For |
| 1.2 | Elect Director Meenal A. Sethna | Management | For | For |
| 1.3 | Elect Director Tana L. Utley | 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 |
| STEEL DYNAMICS, INC.
MEETING DATE: MAY 11, 2023 |
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|
TICKER: STLD
SECURITY ID: 858119100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| SUMMIT MATERIALS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SUM
SECURITY ID: 86614U100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph S. Cantie | Management | For | For |
| 1.2 | Elect Director Anne M. Cooney | Management | For | For |
| 1.3 | Elect Director John R. Murphy | Management | For | For |
| 1.4 | Elect Director Anne P. Noonan | Management | For | For |
| 1.5 | Elect Director Tamla D. Oates-Forney | Management | For | For |
| 1.6 | Elect Director Steven H. Wunning | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SYNCHRONY FINANCIAL
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SYF
SECURITY ID: 87165B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Doubles | Management | For | For |
| 1b | Elect Director Fernando Aguirre | Management | For | For |
| 1c | Elect Director Paget L. Alves | Management | For | For |
| 1d | Elect Director Kamila Chytil | Management | For | For |
| 1e | Elect Director Arthur W. Coviello, Jr. | Management | For | For |
| 1f | Elect Director Roy A. Guthrie | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director P.W. "Bill" Parker | Management | For | For |
| 1i | Elect Director Laurel J. Richie | Management | For | For |
| 1j | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SYNOVUS FINANCIAL CORP.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SNV
SECURITY ID: 87161C501
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stacy Apter | Management | For | For |
| 1b | Elect Director Tim E. Bentsen | Management | For | For |
| 1c | Elect Director Kevin S. Blair | Management | For | For |
| 1d | Elect Director Pedro Cherry | Management | For | For |
| 1e | Elect Director John H. Irby | Management | For | For |
| 1f | Elect Director Diana M. Murphy | Management | For | For |
| 1g | Elect Director Harris Pastides | Management | For | For |
| 1h | Elect Director John L. Stallworth | Management | For | For |
| 1i | Elect Director Barry L. Storey | Management | For | For |
| 1j | Elect Director Alexandra Villoch | Management | For | For |
| 1k | Elect Director Teresa White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| TAPESTRY, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: TPR
SECURITY ID: 876030107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Johanna (Hanneke) Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TD SYNNEX CORPORATION
MEETING DATE: MAR 21, 2023 |
||||
|
TICKER: SNX
SECURITY ID: 87162W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis Polk | Management | For | For |
| 1.2 | Elect Director Robert Kalsow-Ramos | Management | For | For |
| 1.3 | Elect Director Ann Vezina | Management | For | For |
| 1.4 | Elect Director Richard Hume | Management | For | For |
| 1.5 | Elect Director Fred Breidenbach | Management | For | For |
| 1.6 | Elect Director Hau Lee | Management | For | For |
| 1.7 | Elect Director Matthew Miau | Management | For | For |
| 1.8 | Elect Director Nayaki Nayyar | Management | For | For |
| 1.9 | Elect Director Matthew Nord | Management | For | For |
| 1.10 | Elect Director Merline Saintil | Management | For | For |
| 1.11 | Elect Director Duane E. Zitzner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| TECHNIPFMC PLC
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: FTI
SECURITY ID: G87110105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas J. Pferdehirt | Management | For | For |
| 1b | Elect Director Claire S. Farley | Management | For | For |
| 1c | Elect Director Eleazar de Carvalho Filho | Management | For | For |
| 1d | Elect Director Robert G. Gwin | Management | For | For |
| 1e | Elect Director John O'Leary | Management | For | For |
| 1f | Elect Director Margareth Ovrum | Management | For | For |
| 1g | Elect Director Kay G. Priestly | Management | For | For |
| 1h | Elect Director John Yearwood | Management | For | For |
| 1i | Elect Director Sophie Zurquiyah | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Directors' Remuneration Report | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Ratify PwC as Auditors | Management | For | For |
| 6 | Reappoint PwC as U.K. Statutory Auditor | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| TEMPUR SEALY INTERNATIONAL, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TPX
SECURITY ID: 88023U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Simon John Dyer | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director John A. Heil | Management | For | For |
| 1e | Elect Director Meredith Siegfried Madden | Management | For | For |
| 1f | Elect Director Richard W. Neu | Management | For | For |
| 1g | Elect Director Scott L. Thompson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TENABLE HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TENB
SECURITY ID: 88025T102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Huffard, Jr. | Management | For | For |
| 1.2 | Elect Director A. Brooke Seawell | Management | For | For |
| 1.3 | Elect Director Raymond Vicks, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TFI INTERNATIONAL INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: TFII
SECURITY ID: 87241L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leslie Abi-Karam | Management | For | For |
| 1.2 | Elect Director Alain Bedard | Management | For | For |
| 1.3 | Elect Director Andre Berard | Management | For | For |
| 1.4 | Elect Director William T. England | Management | For | For |
| 1.5 | Elect Director Diane Giard | Management | For | For |
| 1.6 | Elect Director Debra Kelly-Ennis | Management | For | For |
| 1.7 | Elect Director Neil D. Manning | Management | For | For |
| 1.8 | Elect Director John Pratt | Management | For | For |
| 1.9 | Elect Director Joey Saputo | Management | For | For |
| 1.10 | Elect Director Rosemary Turner | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| THE AES CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: AES
SECURITY ID: 00130H105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet G. Davidson | Management | For | For |
| 1.2 | Elect Director Andres R. Gluski | Management | For | For |
| 1.3 | Elect Director Tarun Khanna | Management | For | For |
| 1.4 | Elect Director Holly K. Koeppel | Management | For | For |
| 1.5 | Elect Director Julia M. Laulis | Management | For | For |
| 1.6 | Elect Director Alain Monie | Management | For | For |
| 1.7 | Elect Director John B. Morse, Jr. | Management | For | For |
| 1.8 | Elect Director Moises Naim | Management | For | For |
| 1.9 | Elect Director Teresa M. Sebastian | Management | For | For |
| 1.10 | Elect Director Maura Shaughnessy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE BRINK'S COMPANY
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: BCO
SECURITY ID: 109696104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathie J. Andrade | Management | For | For |
| 1b | Elect Director Paul G. Boynton | Management | For | For |
| 1c | Elect Director Ian D. Clough | Management | For | For |
| 1d | Elect Director Susan E. Docherty | Management | For | For |
| 1e | Elect Director Mark Eubanks | Management | For | For |
| 1f | Elect Director Michael J. Herling | Management | For | For |
| 1g | Elect Director A. Louis Parker | Management | For | For |
| 1h | Elect Director Timothy J. Tynan | Management | For | For |
| 1i | Elect Director Keith R. Wyche | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE CHEMOURS COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CC
SECURITY ID: 163851108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Curtis V. Anastasio | Management | For | For |
| 1b | Elect Director Mary B. Cranston | Management | For | For |
| 1c | Elect Director Curtis J. Crawford | Management | For | For |
| 1d | Elect Director Dawn L. Farrell | Management | For | For |
| 1e | Elect Director Erin N. Kane | Management | For | For |
| 1f | Elect Director Sean D. Keohane | Management | For | For |
| 1g | Elect Director Mark E. Newman | Management | For | For |
| 1h | Elect Director Guillaume Pepy | Management | For | For |
| 1i | Elect Director Sandra Phillips Rogers | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE INTERPUBLIC GROUP OF COMPANIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: IPG
SECURITY ID: 460690100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Philippe Krakowsky | Management | For | For |
| 1.5 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.6 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt Jr. | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE MOSAIC COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MOS
SECURITY ID: 61945C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Gregory L. Ebel | Management | For | For |
| 1c | Elect Director Timothy S. Gitzel | Management | For | For |
| 1d | Elect Director Denise C. Johnson | Management | For | For |
| 1e | Elect Director Emery N. Koenig | Management | For | For |
| 1f | Elect Director James (Joc) C. O'Rourke | Management | For | For |
| 1g | Elect Director David T. Seaton | Management | For | For |
| 1h | Elect Director Steven M. Seibert | Management | For | For |
| 1i | Elect Director Joao Roberto Goncalves Teixeira | Management | For | For |
| 1j | Elect Director Gretchen H. Watkins | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| TRANSMEDICS GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMDX
SECURITY ID: 89377M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Waleed H. Hassanein | Management | For | For |
| 1b | Elect Director James R. Tobin | Management | For | For |
| 1c | Elect Director Edward M. Basile | Management | For | For |
| 1d | Elect Director Thomas J. Gunderson | Management | For | For |
| 1e | Elect Director Edwin M. Kania, Jr. | Management | For | For |
| 1f | Elect Director Stephanie Lovell | Management | For | For |
| 1g | Elect Director Merilee Raines | Management | For | For |
| 1h | Elect Director David Weill | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TRICO BANCSHARES
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TCBK
SECURITY ID: 896095106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kirsten E. Garen | Management | For | For |
| 1.2 | Elect Director Cory W. Giese | Management | For | For |
| 1.3 | Elect Director John S. A. Hasbrook | Management | For | For |
| 1.4 | Elect Director Margaret L. Kane | Management | For | For |
| 1.5 | Elect Director Michael W. Koehnen | Management | For | For |
| 1.6 | Elect Director Anthony L. Leggio | Management | For | For |
| 1.7 | Elect Director Martin A. Mariani | Management | For | For |
| 1.8 | Elect Director Thomas C. McGraw | Management | For | For |
| 1.9 | Elect Director Jon Y. Nakamura | Management | For | For |
| 1.10 | Elect Director Richard P. Smith | Management | For | For |
| 1.11 | Elect Director Kimberley H. Vogel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| TRONOX HOLDINGS PLC
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: TROX
SECURITY ID: G9087Q102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ilan Kaufthal | Management | For | For |
| 1b | Elect Director John Romano | Management | For | For |
| 1c | Elect Director Jean-Francois Turgeon | Management | For | For |
| 1d | Elect Director Mutlaq Al- Morished | Management | For | For |
| 1e | Elect Director Vanessa Guthrie | Management | For | For |
| 1f | Elect Director Peter B. Johnston | Management | For | For |
| 1g | Elect Director Ginger M. Jones | Management | For | For |
| 1h | Elect Director Stephen Jones | Management | For | For |
| 1i | Elect Director Moazzam Khan | Management | For | For |
| 1j | Elect Director Sipho Nkosi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Policy | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers LLP as Statutory Auditors | Management | For | For |
| 8 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 9 | Authorise Issue of Equity | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorize Share Repurchase Program | Management | For | For |
| TTM TECHNOLOGIES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: TTMI
SECURITY ID: 87305R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenton K. Alder | Management | For | For |
| 1.2 | Elect Director Julie S. England | Management | For | For |
| 1.3 | Elect Director Philip G. Franklin | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| UNIVAR SOLUTIONS INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: UNVR
SECURITY ID: 91336L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joan A. Braca | Management | For | For |
| 1.2 | Elect Director Mark J. Byrne | Management | For | For |
| 1.3 | Elect Director Daniel P. Doheny | Management | For | For |
| 1.4 | Elect Director Rhonda Germany | Management | For | For |
| 1.5 | Elect Director David C. Jukes | Management | For | For |
| 1.6 | Elect Director Varun Laroyia | Management | For | For |
| 1.7 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.8 | Elect Director Christopher D. Pappas | Management | For | For |
| 1.9 | Elect Director Kerry J. Preete | Management | For | For |
| 1.10 | Elect Director Robert L. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNIVAR SOLUTIONS INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: UNVR
SECURITY ID: 91336L107
|
||||
| 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 |
| UNIVERSAL HEALTH SERVICES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: UHS
SECURITY ID: 913903100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Nina Chen-Langenmayr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| UPBOUND GROUP, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: UPBD
SECURITY ID: 76009N100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Brown | Management | For | For |
| 1b | Elect Director Mitchell Fadel | Management | For | For |
| 1c | Elect Director Christopher Hetrick | Management | For | For |
| 1d | Elect Director Harold Lewis | Management | For | For |
| 1e | Elect Director Glenn Marino | Management | For | For |
| 1f | Elect Director Carol McFate | Management | For | For |
| 1g | Elect Director Jen You | Management | 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 |
| US FOODS HOLDING CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: USFD
SECURITY ID: 912008109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl A. Bachelder | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1d | Elect Director Scott D. Ferguson | Management | For | For |
| 1e | Elect Director David E. Flitman | Management | For | For |
| 1f | Elect Director Marla Gottschalk | Management | For | For |
| 1g | Elect Director Sunil Gupta | Management | For | For |
| 1h | Elect Director Carl Andrew Pforzheimer | Management | For | For |
| 1i | Elect Director Quentin Roach | Management | For | For |
| 1j | Elect Director David M. Tehle | Management | For | For |
| 1k | Elect Director David A. Toy | Management | For | For |
| 1l | Elect Director Ann E. Ziegler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| VALVOLINE INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: VVV
SECURITY ID: 92047W101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald W. Evans, Jr. | Management | For | For |
| 1b | Elect Director Richard J. Freeland | Management | For | For |
| 1c | Elect Director Carol H. Kruse | Management | For | For |
| 1d | Elect Director Vada O. Manager | Management | For | For |
| 1e | Elect Director Samuel J. Mitchell, Jr. | Management | For | For |
| 1f | Elect Director Jennifer L. Slater | Management | For | For |
| 1g | Elect Director Charles M. Sonsteby | Management | For | For |
| 1h | Elect Director Mary J. Twinem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VAXCYTE, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: PCVX
SECURITY ID: 92243G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Halley Gilbert | Management | For | For |
| 1.2 | Elect Director Michael E. Kamarck | Management | For | For |
| 1.3 | Elect Director Grant E. Pickering | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VENTYX BIOSCIENCES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: VTYX
SECURITY ID: 92332V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raju Mohan | Management | For | For |
| 1.2 | Elect Director William White | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VERICEL CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: VCEL
SECURITY ID: 92346J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Zerbe | Management | For | For |
| 1.2 | Elect Director Alan L. Rubino | Management | For | For |
| 1.3 | Elect Director Heidi Hagen | Management | For | For |
| 1.4 | Elect Director Steven C. Gilman | Management | For | For |
| 1.5 | Elect Director Kevin F. McLaughlin | Management | For | For |
| 1.6 | Elect Director Paul K. Wotton | Management | For | For |
| 1.7 | Elect Director Dominick C. Colangelo | Management | For | For |
| 1.8 | Elect Director Lisa Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VERVE THERAPEUTICS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: VERV
SECURITY ID: 92539P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander Cumbo | Management | For | For |
| 1.2 | Elect Director Michael MacLean | Management | For | For |
| 1.3 | Elect Director Sheila Mikhail | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VIATRIS INC.
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: VTRS
SECURITY ID: 92556V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director W. Don Cornwell | Management | For | For |
| 1B | Elect Director Harry A. Korman | Management | For | For |
| 1C | Elect Director Rajiv Malik | Management | For | For |
| 1D | Elect Director Richard A. Mark | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| WALGREENS BOOTS ALLIANCE, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
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 Inderpal S. Bhandari | Management | For | For |
| 1c | Elect Director Rosalind G. Brewer | Management | For | For |
| 1d | Elect Director Ginger L. Graham | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Valerie B. Jarrett | Management | For | For |
| 1g | Elect Director John A. Lederer | Management | For | For |
| 1h | Elect Director Dominic P. Murphy | Management | For | For |
| 1i | Elect Director Stefano Pessina | Management | For | For |
| 1j | Elect Director Nancy M. Schlichting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Against | Against |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WALKER & DUNLOP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: WD
SECURITY ID: 93148P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen D. Levy | Management | For | For |
| 1.2 | Elect Director Michael D. Malone | Management | For | For |
| 1.3 | Elect Director John Rice | Management | For | For |
| 1.4 | Elect Director Dana L. Schmaltz | Management | For | For |
| 1.5 | Elect Director Howard W. Smith, III | Management | For | For |
| 1.6 | Elect Director William M. Walker | Management | For | For |
| 1.7 | Elect Director Michael J. Warren | Management | For | For |
| 1.8 | Elect Director Donna C. Wells | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WEBSTER FINANCIAL CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: WBS
SECURITY ID: 947890109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John R. Ciulla | Management | For | For |
| 1b | Elect Director Jack L. Kopnisky | Management | For | For |
| 1c | Elect Director William L. Atwell | Management | For | Against |
| 1d | Elect Director John P. Cahill | Management | For | Against |
| 1e | Elect Director E. Carol Hayles | Management | For | For |
| 1f | Elect Director Linda H. Ianieri | Management | For | For |
| 1g | Elect Director Mona Aboelnaga Kanaan | Management | For | For |
| 1h | Elect Director James J. Landy | Management | For | For |
| 1i | Elect Director Maureen B. Mitchell | Management | For | For |
| 1j | Elect Director Laurence C. Morse | Management | For | Against |
| 1k | Elect Director Karen R. Osar | Management | For | Against |
| 1l | Elect Director Richard O'Toole | Management | For | Against |
| 1m | Elect Director Mark Pettie | Management | For | For |
| 1n | Elect Director Lauren C. States | Management | For | For |
| 1o | Elect Director William E. Whiston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| WEST PHARMACEUTICAL SERVICES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WST
SECURITY ID: 955306105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Buthman | Management | For | For |
| 1b | Elect Director William F. Feehery | Management | For | For |
| 1c | Elect Director Robert F. Friel | Management | For | For |
| 1d | Elect Director Eric M. Green | Management | For | For |
| 1e | Elect Director Thomas W. Hofmann | Management | For | For |
| 1f | Elect Director Molly E. Joseph | Management | For | For |
| 1g | Elect Director Deborah L. V. Keller | Management | For | For |
| 1h | Elect Director Myla P. Lai-Goldman | Management | For | For |
| 1i | Elect Director Stephen H. Lockhart | Management | For | For |
| 1j | Elect Director Douglas A. Michels | Management | For | For |
| 1k | Elect Director Paolo Pucci | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Bylaws | Shareholder | Against | Against |
| WILLIAMS-SONOMA, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: WSM
SECURITY ID: 969904101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laura Alber | Management | For | For |
| 1.2 | Elect Director Esi Eggleston Bracey | Management | For | For |
| 1.3 | Elect Director Scott Dahnke | Management | For | For |
| 1.4 | Elect Director Anne Finucane | Management | For | For |
| 1.5 | Elect Director Paula Pretlow | Management | For | For |
| 1.6 | Elect Director William Ready | Management | For | For |
| 1.7 | Elect Director Frits van Paasschen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WILLSCOT MOBILE MINI HOLDINGS CORP.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: WSC
SECURITY ID: 971378104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark S. Bartlett | Management | For | For |
| 1.2 | Elect Director Erika T. Davis | Management | For | For |
| 1.3 | Elect Director Gerard E. Holthaus | Management | For | For |
| 1.4 | Elect Director Erik Olsson | Management | For | For |
| 1.5 | Elect Director Rebecca L. Owen | Management | For | For |
| 1.6 | Elect Director Jeff Sagansky | Management | For | For |
| 1.7 | Elect Director Bradley L. Soultz | Management | For | For |
| 1.8 | Elect Director Michael W. Upchurch | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WINTRUST FINANCIAL CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: WTFC
SECURITY ID: 97650W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth H. Connelly | Management | For | For |
| 1.2 | Elect Director Timothy S. Crane | Management | For | For |
| 1.3 | Elect Director Peter D. Crist | Management | For | For |
| 1.4 | Elect Director William J. Doyle | Management | For | For |
| 1.5 | Elect Director Marla F. Glabe | Management | For | For |
| 1.6 | Elect Director H. Patrick Hackett, Jr. | Management | For | For |
| 1.7 | Elect Director Scott K. Heitmann | Management | For | For |
| 1.8 | Elect Director Brian A. Kenney | Management | For | For |
| 1.9 | Elect Director Deborah L. Hall Lefevre | Management | For | For |
| 1.10 | Elect Director Suzet M. McKinney | Management | For | For |
| 1.11 | Elect Director Gary D. "Joe" Sweeney | Management | For | For |
| 1.12 | Elect Director Karin Gustafson Teglia | Management | For | For |
| 1.13 | Elect Director Alex E. Washington, III | Management | For | For |
| 1.14 | Elect Director Edward J. Wehmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WNS (HOLDINGS) LIMITED
MEETING DATE: SEP 22, 2022 |
||||
|
TICKER: WNS
SECURITY ID: 92932M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Ratify Grant Thornton Bharat LLP as Auditors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 4 | Reelect Timothy L. Main as a Director | Management | For | For |
| 5 | Reelect Thi Nhuoc Lan Tu as a Director | Management | For | For |
| 6 | Reelect Mario P. Vitale as a Director | Management | For | For |
| 7 | Reelect Gareth Williams as a Director | Management | For | For |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Amend Omnibus Stock Plan | Management | For | For |
| WYNDHAM HOTELS & RESORTS, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: WH
SECURITY ID: 98311A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. Holmes | Management | For | For |
| 1b | Elect Director Geoffrey A. Ballotti | Management | For | For |
| 1c | Elect Director Myra J. Biblowit | Management | For | For |
| 1d | Elect Director James E. Buckman | Management | For | For |
| 1e | Elect Director Bruce B. Churchill | Management | For | For |
| 1f | Elect Director Mukul V. Deoras | Management | For | For |
| 1g | Elect Director Ronald L. Nelson | Management | For | For |
| 1h | Elect Director Pauline D.E. Richards | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation To Provide for Exculpation of Certain Officers | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ZENTALIS PHARMACEUTICALS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: ZNTL
SECURITY ID: 98943L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Johnson | Management | For | Withhold |
| 1.2 | Elect Director Jan Skvarka | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ZIFF DAVIS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ZD
SECURITY ID: 48123V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Shah | Management | For | For |
| 1b | Elect Director Sarah Fay | Management | For | For |
| 1c | Elect Director Trace Harris | Management | For | For |
| 1d | Elect Director W. Brian Kretzmer | Management | For | For |
| 1e | Elect Director Jonathan F. Miller | Management | For | For |
| 1f | Elect Director Scott C. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZOOM VIDEO COMMUNICATIONS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: ZM
SECURITY ID: 98980L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric S. Yuan | Management | For | Withhold |
| 1.2 | Elect Director Peter Gassner | Management | For | Withhold |
| 1.3 | Elect Director H.R. McMaster | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
VOTE SUMMARY REPORT
FIDELITY SMALL-MID MULTIFACTOR ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| A. O. SMITH CORPORATION
MEETING DATE: APR 11, 2023 |
||||
|
TICKER: AOS
SECURITY ID: 831865209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald D. Brown | Management | For | Withhold |
| 1.2 | Elect Director Earl E. Exum | Management | For | For |
| 1.3 | Elect Director Michael M. Larsen | Management | For | For |
| 1.4 | Elect Director Idelle K. Wolf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| A10 NETWORKS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ATEN
SECURITY ID: 002121101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tor R. Braham | Management | For | For |
| 1b | Elect Director Peter Y. Chung | Management | For | For |
| 1c | Elect Director Eric Singer | Management | For | For |
| 1d | Elect Director Dhrupad Trivedi | Management | For | For |
| 1e | Elect Director Dana Wolf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Armanino LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| AAON, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: AAON
SECURITY ID: 000360206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Caron A. Lawhorn | Management | For | For |
| 1.2 | Elect Director Stephen O. LeClair | Management | For | For |
| 1.3 | Elect Director David R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ABIOMED, INC.
MEETING DATE: AUG 10, 2022 |
||||
|
TICKER: ABMD
SECURITY ID: 003654100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Minogue | Management | For | For |
| 1.2 | Elect Director Martin P. Sutter | Management | For | Withhold |
| 1.3 | Elect Director Paula A. Johnson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ACADEMY SPORTS AND OUTDOORS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ASO
SECURITY ID: 00402L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ken C. Hicks | Management | For | For |
| 1b | Elect Director Beryl B. Raff | Management | For | For |
| 1c | Elect Director Jeff C. Tweedy | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ACADIA HEALTHCARE COMPANY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ACHC
SECURITY ID: 00404A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Fucci | Management | For | For |
| 1b | Elect Director Wade D. Miquelon | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ACI WORLDWIDE, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ACIW
SECURITY ID: 004498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet O. Estep | Management | For | For |
| 1.2 | Elect Director James C. Hale, III | Management | For | For |
| 1.3 | Elect Director Mary P. Harman | Management | For | For |
| 1.4 | Elect Director Charles E. Peters, Jr. | Management | For | For |
| 1.5 | Elect Director Adalio T. Sanchez | Management | For | For |
| 1.6 | Elect Director Thomas W. Warsop, III | Management | For | For |
| 1.7 | Elect Director Samir M. Zabaneh | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| ACUITY BRANDS, INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: AYI
SECURITY ID: 00508Y102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil M. Ashe | Management | For | For |
| 1b | Elect Director Marcia J. Avedon | Management | For | For |
| 1c | Elect Director W. Patrick Battle | Management | For | For |
| 1d | Elect Director Michael J. Bender | Management | For | For |
| 1e | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1f | Elect Director James H. Hance, Jr. | Management | For | For |
| 1g | Elect Director Maya Leibman | Management | For | For |
| 1h | Elect Director Laura G. O'Shaughnessy | Management | For | For |
| 1i | Elect Director Mark J. Sachleben | Management | For | For |
| 1j | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ACUSHNET HOLDINGS CORP.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: GOLF
SECURITY ID: 005098108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Maher | Management | For | Withhold |
| 1.2 | Elect Director Yoon Soo (Gene) Yoon | Management | For | Withhold |
| 1.3 | Elect Director Leanne Cunningham | Management | For | For |
| 1.4 | Elect Director Gregory Hewett | Management | For | For |
| 1.5 | Elect Director Ho Yeon (Aaron) Lee | Management | For | Withhold |
| 1.6 | Elect Director Jan Singer | Management | For | For |
| 1.7 | Elect Director Steven Tishman | Management | For | For |
| 1.8 | Elect Director Keun Chang (Kevin) Yoon | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ADDUS HOMECARE CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ADUS
SECURITY ID: 006739106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heather Dixon | Management | For | For |
| 1.2 | Elect Director Michael Earley | Management | For | For |
| 1.3 | Elect Director Veronica Hill-Milbourne | 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 |
| ADEIA INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ADEA
SECURITY ID: 00676P107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul E. Davis | Management | For | For |
| 1b | Elect Director V Sue Molina | Management | For | For |
| 1c | Elect Director Daniel Moloney | Management | For | For |
| 1d | Elect Director Tonia O'Connor | Management | For | For |
| 1e | Elect Director Raghavendra Rau | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ADMA BIOLOGICS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: ADMA
SECURITY ID: 000899104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Bryant. E. Fong | Management | For | For |
| 2 | Ratify CohnReznick LLP as Auditors | Management | For | For |
| ADT INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: ADT
SECURITY ID: 00090Q103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marc E. Becker | Management | For | Withhold |
| 1.2 | Elect Director Stephanie Drescher | Management | For | Withhold |
| 1.3 | Elect Director Reed B. Rayman | Management | For | Withhold |
| 1.4 | Elect Director Sigal Zarmi | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ADVANCE AUTO PARTS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AAP
SECURITY ID: 00751Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carla J. Bailo | Management | For | For |
| 1b | Elect Director John F. Ferraro | Management | For | For |
| 1c | Elect Director Thomas R. Greco | Management | For | For |
| 1d | Elect Director Joan M. Hilson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Douglas A. Pertz | Management | For | For |
| 1h | Elect Director Sherice R. Torres | Management | For | For |
| 1i | Elect Director Arthur L. Valdez, Jr. | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| ADVANCED ENERGY INDUSTRIES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AEIS
SECURITY ID: 007973100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Grant H. Beard | Management | For | For |
| 1.2 | Elect Director Frederick A. Ball | Management | For | For |
| 1.3 | Elect Director Anne T. DelSanto | Management | For | For |
| 1.4 | Elect Director Tina M. Donikowski | Management | For | For |
| 1.5 | Elect Director Ronald C. Foster | Management | For | For |
| 1.6 | Elect Director Stephen D. Kelley | Management | For | For |
| 1.7 | Elect Director Lanesha T. Minnix | Management | For | For |
| 1.8 | Elect Director David W. Reed | Management | For | For |
| 1.9 | Elect Director John A. Roush | Management | For | For |
| 1.10 | Elect Director Brian M. Shirley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| AECOM
MEETING DATE: MAR 31, 2023 |
||||
|
TICKER: ACM
SECURITY ID: 00766T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley W. Buss | Management | For | For |
| 1.2 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.3 | Elect Director Kristy Pipes | Management | For | For |
| 1.4 | Elect Director Troy Rudd | Management | For | For |
| 1.5 | Elect Director Douglas W. Stotlar | Management | For | For |
| 1.6 | Elect Director Daniel R. Tishman | Management | For | For |
| 1.7 | Elect Director Sander van't Noordende | Management | For | For |
| 1.8 | Elect Director Janet C. Wolfenbarger | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AEROJET ROCKETDYNE HOLDINGS, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: AJRD
SECURITY ID: 007800105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | Against |
| AGCO CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AGCO
SECURITY ID: 001084102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael C. Arnold | Management | For | For |
| 1.2 | Elect Director Sondra L. Barbour | Management | For | For |
| 1.3 | Elect Director Suzanne P. Clark | Management | For | For |
| 1.4 | Elect Director Bob De Lange | Management | For | For |
| 1.5 | Elect Director Eric P. Hansotia | Management | For | For |
| 1.6 | Elect Director George E. Minnich | Management | For | For |
| 1.7 | Elect Director Niels Porksen | Management | For | For |
| 1.8 | Elect Director David Sagehorn | Management | For | For |
| 1.9 | Elect Director Mallika Srinivasan | Management | For | For |
| 1.10 | Elect Director Matthew Tsien | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| AGREE REALTY CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ADC
SECURITY ID: 008492100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Merrie S. Frankel | Management | For | For |
| 1.2 | Elect Director John Rakolta, Jr. | Management | For | For |
| 1.3 | Elect Director Jerome Rossi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AKERO THERAPEUTICS, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: AKRO
SECURITY ID: 00973Y108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Cheng | Management | For | For |
| 1.2 | Elect Director Jane Henderson | Management | For | For |
| 1.3 | Elect Director Mark T. Iwicki | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALAMO GROUP INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ALG
SECURITY ID: 011311107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Roderick R. Baty | Management | For | For |
| 1b | Elect Director Robert P. Bauer | Management | For | For |
| 1c | Elect Director Eric P. Etchart | Management | For | For |
| 1d | Elect Director Nina C. Grooms | Management | For | For |
| 1e | Elect Director Tracy C. Jokinen | Management | For | For |
| 1f | Elect Director Jeffery A. Leonard | Management | For | For |
| 1g | Elect Director Richard W. Parod | Management | For | For |
| 1h | Elect Director Lorie L. Tekorius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ALARM.COM HOLDINGS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: ALRM
SECURITY ID: 011642105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Donald Clarke | Management | For | For |
| 1.2 | Elect Director Stephen Evans | Management | For | For |
| 1.3 | Elect Director Timothy McAdam | Management | For | For |
| 1.4 | Elect Director Timothy J. Whall | Management | For | For |
| 1.5 | Elect Director Simone Wu | 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 Bylaws to Allow Time for Votes to be Casted or Changed After a Final Proposal is Presented at the Annual Meeting | Shareholder | Against | Against |
| ALBANY INTERNATIONAL CORP.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: AIN
SECURITY ID: 012348108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erland E. Kailbourne | Management | For | For |
| 1.2 | Elect Director John R. Scannell | Management | For | For |
| 1.3 | Elect Director Katharine L. Plourde | Management | For | For |
| 1.4 | Elect Director A. William Higgins | Management | For | For |
| 1.5 | Elect Director Kenneth W. Krueger | Management | For | For |
| 1.6 | Elect Director Mark J. Murphy | Management | For | For |
| 1.7 | Elect Director J. Michael McQuade | Management | For | For |
| 1.8 | Elect Director Christina M. Alvord | Management | For | For |
| 1.9 | Elect Director Russell E. Toney | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Eliminate Class B Common Stock | Management | For | For |
| ALBERTSONS COMPANIES, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: ACI
SECURITY ID: 013091103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Sankaran | Management | For | Against |
| 1b | Elect Director James Donald | Management | For | Against |
| 1c | Elect Director Chan Galbato | Management | For | Against |
| 1d | Elect Director Sharon Allen | Management | For | Against |
| 1e | Elect Director Shant Babikian | Management | For | Against |
| 1f | Elect Director Steven Davis *Withdrawn Resolution* | Management | None | None |
| 1g | Elect Director Kim Fennebresque | Management | For | For |
| 1h | Elect Director Allen Gibson | Management | For | Against |
| 1i | Elect Director Hersch Klaff | Management | For | Against |
| 1j | Elect Director Jay Schottenstein | Management | For | Against |
| 1k | Elect Director Alan Schumacher | Management | For | Against |
| 1l | Elect Director Brian Kevin Turner | Management | For | Against |
| 1m | Elect Director Mary Elizabeth West | Management | For | Against |
| 1n | Elect Director Scott Wille | Management | For | Against |
| 2 | Ratify Deloitte and Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALKERMES PLC
MEETING DATE: JUL 07, 2022 |
||||
|
TICKER: ALKS
SECURITY ID: G01767105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Emily Peterson Alva | Management | For | For |
| 1B | Elect Director Cato T. Laurencin | Management | For | For |
| 1C | Elect Director Brian P. McKeon | Management | For | For |
| 1D | Elect Director Christopher I. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| ALKERMES PLC
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: ALKS
SECURITY ID: G01767105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 7 Directors | ||||
| 1A | Elect Management Nominee Director Emily Peterson Alva | Management | For | For |
| 1B | Elect Management Nominee Director Shane M. Cooke | Management | For | For |
| 1C | Elect Management Nominee Director Richard B. Gaynor | Management | For | For |
| 1D | Elect Management Nominee Director Cato T. Laurencin | Management | For | For |
| 1E | Elect Management Nominee Director Brian P. McKeon | Management | For | For |
| 1F | Elect Management Nominee Director Richard F. Pops | Management | For | For |
| 1G | Elect Management Nominee Director Christopher I. Wright | Management | For | For |
| 1H | Elect Dissident Nominee Director Patrice Bonfiglio | Shareholder | Withhold | Withhold |
| 1I | Elect Dissident Nominee Director Alexander J. Denner | Shareholder | Withhold | Withhold |
| 1J | Elect Dissident Nominee Director Sarah J. Schlesinger | Shareholder | Withhold | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Blue Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 7 Directors | ||||
| SARISSA NOMINEES | ||||
| 1A | Elect Dissident Nominee Director Patrice Bonfiglio | Shareholder | For | Did Not Vote |
| 1B | Elect Dissident Nominee Director Alexander J. Denner | Shareholder | For | Did Not Vote |
| 1C | Elect Dissident Nominee Director Sarah J. Schlesinger | Shareholder | For | Did Not Vote |
| UNOPPOSED COMPANY NOMINEES | ||||
| 1D | Elect Management Nominee Director Emily Peterson Alva | Management | For | Did Not Vote |
| 1E | Elect Management Nominee Director Cato T. Laurencin | Management | For | Did Not Vote |
| 1F | Elect Management Nominee Director Brian P. McKeon | Management | For | Did Not Vote |
| 1G | Elect Management Nominee Director Christopher I. Wright | Management | For | Did Not Vote |
| OPPOSED COMPANY NOMINEES | ||||
| 1H | Elect Management Nominee Director Shane M. Cooke | Management | Withhold | Did Not Vote |
| 1I | Elect Management Nominee Director Richard B. Gaynor | Management | Withhold | Did Not Vote |
| 1J | Elect Management Nominee Director Richard F. Pops | Management | Withhold | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Did Not Vote |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | Did Not Vote |
| 4 | Amend Omnibus Stock Plan | Management | For | Did Not Vote |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | Did Not Vote |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | Did Not Vote |
| ALLEGION PLC
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: ALLE
SECURITY ID: G0176J109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect as Director Kirk S. Hachigian | Management | For | For |
| 1b | Elect as Director Steven C. Mizell | Management | For | For |
| 1c | Elect as Director Nicole Parent Haughey | Management | For | For |
| 1d | Elect as Director Lauren B. Peters | Management | For | For |
| 1e | Elect as Director Ellen Rubin | Management | For | For |
| 1f | Elect as Director Dean I. Schaffer | Management | For | For |
| 1g | Elect as Director John H. Stone | Management | For | For |
| 1h | Elect as Director Dev Vardhan | Management | For | For |
| 1i | Elect as Director Martin E. Welch, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers as Auditors and Authorise Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| ALLETE, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ALE
SECURITY ID: 018522300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bethany M. Owen | Management | For | For |
| 1b | Elect Director Susan K. Nestegard | Management | For | For |
| 1c | Elect Director George G. Goldfarb | Management | For | For |
| 1d | Elect Director James J. Hoolihan | Management | For | For |
| 1e | Elect Director Madeleine W. Ludlow | Management | For | For |
| 1f | Elect Director Charles R. Matthews | Management | For | For |
| 1g | Elect Director Douglas C. Neve | Management | For | For |
| 1h | Elect Director Barbara A. Nick | Management | For | For |
| 1i | Elect Director Robert P. Powers | Management | For | For |
| 1j | Elect Director Charlene A. Thomas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALLISON TRANSMISSION HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ALSN
SECURITY ID: 01973R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy L. Altmaier | Management | For | For |
| 1b | Elect Director D. Scott Barbour | Management | For | For |
| 1c | Elect Director Philip J. Christman | Management | For | For |
| 1d | Elect Director David C. Everitt | Management | For | For |
| 1e | Elect Director David S. Graziosi | Management | For | For |
| 1f | Elect Director Carolann I. Haznedar | Management | For | For |
| 1g | Elect Director Richard P. Lavin | Management | For | For |
| 1h | Elect Director Sasha Ostojic | Management | For | For |
| 1i | Elect Director Gustave F. Perna | Management | For | For |
| 1j | Elect Director Krishna Shivram | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALPHA METALLURGICAL RESOURCES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: AMR
SECURITY ID: 020764106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joanna Baker de Neufville | Management | For | For |
| 1b | Elect Director Kenneth S. Courtis | Management | For | For |
| 1c | Elect Director C. Andrew Eidson | Management | For | For |
| 1d | Elect Director Albert E. Ferrara, Jr. | Management | For | For |
| 1e | Elect Director Elizabeth A. Fessenden | Management | For | For |
| 1f | Elect Director Michael Gorzynski | Management | For | For |
| 1g | Elect Director Michael J. Quillen | Management | For | For |
| 1h | Elect Director Daniel D. Smith | Management | For | For |
| 1i | Elect Director David J. Stetson | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMALGAMATED FINANCIAL CORP.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMAL
SECURITY ID: 022671101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynne P. Fox | Management | For | For |
| 1b | Elect Director Priscilla Sims Brown | Management | For | For |
| 1c | Elect Director Maryann Bruce | Management | For | For |
| 1d | Elect Director Mark A. Finser | Management | For | For |
| 1e | Elect Director Darrell Jackson | Management | For | Against |
| 1f | Elect Director Julie Kelly | Management | For | For |
| 1g | Elect Director JoAnn Lilek | Management | For | For |
| 1h | Elect Director John McDonagh | Management | For | For |
| 1i | Elect Director Meredith Miller | Management | For | For |
| 1j | Elect Director Robert G. Romasco | Management | For | For |
| 1k | Elect Director Edgar Romney, Sr. | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Approve Restricted Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMDOCS LIMITED
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: DOX
SECURITY ID: G02602103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director Rafael de la Vega | Management | For | For |
| 1.4 | Elect Director Eli Gelman | Management | For | For |
| 1.5 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.6 | Elect Director John A. MacDonald | Management | For | For |
| 1.7 | Elect Director Shuky Sheffer | Management | For | For |
| 1.8 | Elect Director Yvette Kanouff | Management | For | For |
| 1.9 | Elect Director Sarah Ruth Davis | Management | For | For |
| 1.10 | Elect Director Amos Genish | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AMEDISYS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: AMED
SECURITY ID: 023436108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard M. Ashworth | Management | For | For |
| 1.2 | Elect Director Vickie L. Capps | Management | For | For |
| 1.3 | Elect Director Molly J. Coye | Management | For | For |
| 1.4 | Elect Director Julie D. Klapstein | Management | For | For |
| 1.5 | Elect Director Teresa L. Kline | Management | For | For |
| 1.6 | Elect Director Paul B. Kusserow | Management | For | For |
| 1.7 | Elect Director Bruce D. Perkins | Management | For | For |
| 1.8 | Elect Director Jeffrey A. Rideout | Management | For | For |
| 1.9 | Elect Director Ivanetta Davis Samuels | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERCO
MEETING DATE: AUG 18, 2022 |
||||
|
TICKER: UHAL
SECURITY ID: 023586100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward J. "Joe" Shoen | Management | For | Withhold |
| 1.2 | Elect Director James E. Acridge | Management | For | For |
| 1.3 | Elect Director John P. Brogan | Management | For | For |
| 1.4 | Elect Director James J. Grogan | Management | For | For |
| 1.5 | Elect Director Richard J. Herrera | Management | For | For |
| 1.6 | Elect Director Karl A. Schmidt | Management | For | For |
| 1.7 | Elect Director Roberta R. Shank | Management | For | For |
| 1.8 | Elect Director Samuel J. Shoen | Management | For | Withhold |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Ratify and Affirm Decisions and Actions Taken by the Board and Executive Officers for Fiscal 2022 | Shareholder | For | Against |
| 4 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| AMERICAN CAMPUS COMMUNITIES, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: ACC
SECURITY ID: 024835100
|
||||
| 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 | Against |
| AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: AEL
SECURITY ID: 025676206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joyce A. Chapman | Management | For | For |
| 1.2 | Elect Director Michael E. Hayes | Management | For | For |
| 1.3 | Elect Director Robert L. Howe | Management | For | For |
| 1.4 | Elect Director William R. Kunkel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| AMERICAN FINANCIAL GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AFG
SECURITY ID: 025932104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl H. Lindner, III | Management | For | For |
| 1.2 | Elect Director S. Craig Lindner | Management | For | For |
| 1.3 | Elect Director John B. Berding | Management | For | For |
| 1.4 | Elect Director James E. Evans | Management | For | For |
| 1.5 | Elect Director Terry S. Jacobs | Management | For | For |
| 1.6 | Elect Director Gregory G. Joseph | Management | For | For |
| 1.7 | Elect Director Mary Beth Martin | Management | For | For |
| 1.8 | Elect Director Amy Y. Murray | Management | For | For |
| 1.9 | Elect Director Evans N. Nwankwo | Management | For | For |
| 1.10 | Elect Director William W. Verity | Management | For | For |
| 1.11 | Elect Director John I. Von Lehman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN HOMES 4 RENT
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: AMH
SECURITY ID: 02665T306
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew J. Hart | Management | For | For |
| 1b | Elect Director David P. Singelyn | Management | For | For |
| 1c | Elect Director Douglas N. Benham | Management | For | For |
| 1d | Elect Director Jack Corrigan | Management | For | For |
| 1e | Elect Director David Goldberg | Management | For | For |
| 1f | Elect Director Tamara H. Gustavson | Management | For | For |
| 1g | Elect Director Michelle C. Kerrick | Management | For | For |
| 1h | Elect Director James H. Kropp | Management | For | For |
| 1i | Elect Director Lynn C. Swann | Management | For | For |
| 1j | Elect Director Winifred M. Webb | Management | For | For |
| 1k | Elect Director Jay Willoughby | Management | For | For |
| 1l | Elect Director Matthew R. Zaist | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN SOFTWARE, INC.
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: AMSWA
SECURITY ID: 029683109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lizanne Thomas | Management | For | For |
| 1.2 | Elect Director James B. Miller, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN VANGUARD CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: AVD
SECURITY ID: 030371108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marisol Angelini | Management | For | For |
| 1b | Elect Director Scott D. Baskin | Management | For | For |
| 1c | Elect Director Mark R. Bassett | Management | For | For |
| 1d | Elect Director Debra F. Edwards | Management | For | For |
| 1e | Elect Director Morton D. Erlich | Management | For | For |
| 1f | Elect Director Patrick E. Gottschalk | Management | For | For |
| 1g | Elect Director Emer Gunter | Management | For | For |
| 1h | Elect Director Keith M. Rosenbloom | Management | For | For |
| 1i | Elect Director Eric G. Wintemute | 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 |
| AMERICOLD REALTY TRUST
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COLD
SECURITY ID: 03064D108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George F. Chappelle, Jr. | Management | For | For |
| 1b | Elect Director George J. Alburger, Jr. | Management | For | For |
| 1c | Elect Director Kelly H. Barrett | Management | For | For |
| 1d | Elect Director Robert L. Bass | Management | For | For |
| 1e | Elect Director Antonio F. Fernandez | Management | For | For |
| 1f | Elect Director Pamela K. Kohn | Management | For | For |
| 1g | Elect Director David J. Neithercut | Management | For | For |
| 1h | Elect Director Mark R. Patterson | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMERIS BANCORP
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: ABCB
SECURITY ID: 03076K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William I. Bowen, Jr. | Management | For | For |
| 1.2 | Elect Director Rodney D. Bullard | Management | For | For |
| 1.3 | Elect Director Wm. Millard Choate | Management | For | For |
| 1.4 | Elect Director R. Dale Ezzell | Management | For | For |
| 1.5 | Elect Director Leo J. Hill | Management | For | For |
| 1.6 | Elect Director Daniel B. Jeter | Management | For | For |
| 1.7 | Elect Director Robert P. Lynch | Management | For | For |
| 1.8 | Elect Director Elizabeth A. McCague | Management | For | For |
| 1.9 | Elect Director James B. Miller, Jr. | Management | For | For |
| 1.10 | Elect Director Gloria A. O'Neal | Management | For | For |
| 1.11 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.12 | Elect Director William H. Stern | Management | For | For |
| 1.13 | Elect Director Jimmy D. Veal | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERISAFE, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: AMSF
SECURITY ID: 03071H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Brown | Management | For | For |
| 1.2 | Elect Director G. Janelle Frost | Management | For | For |
| 1.3 | Elect Director Sean M. Traynor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMICUS THERAPEUTICS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FOLD
SECURITY ID: 03152W109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lynn D. Bleil | Management | For | For |
| 1.2 | Elect Director Bradley L. Campbell | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 7 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| AMKOR TECHNOLOGY, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: AMKR
SECURITY ID: 031652100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James J. Kim | Management | For | For |
| 1.2 | Elect Director Susan Y. Kim | Management | For | For |
| 1.3 | Elect Director Giel Rutten | Management | For | For |
| 1.4 | Elect Director Douglas A. Alexander | Management | For | For |
| 1.5 | Elect Director Roger A. Carolin | Management | For | For |
| 1.6 | Elect Director Winston J. Churchill | Management | For | For |
| 1.7 | Elect Director Daniel Liao | Management | For | For |
| 1.8 | Elect Director MaryFrances McCourt | Management | For | For |
| 1.9 | Elect Director Robert R. Morse | Management | For | For |
| 1.10 | Elect Director Gil C. Tily | Management | For | Withhold |
| 1.11 | Elect Director David N. Watson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMN HEALTHCARE SERVICES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AMN
SECURITY ID: 001744101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Caballero | Management | For | For |
| 1b | Elect Director Mark G. Foletta | Management | For | For |
| 1c | Elect Director Teri G. Fontenot | Management | For | For |
| 1d | Elect Director Cary S. Grace | Management | For | For |
| 1e | Elect Director R. Jeffrey Harris | Management | For | For |
| 1f | Elect Director Daphne E. Jones | Management | For | For |
| 1g | Elect Director Martha H. Marsh | Management | For | For |
| 1h | Elect Director Sylvia Trent-Adams | Management | For | For |
| 1i | Elect Director Douglas D. Wheat | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| AMPHASTAR PHARMACEUTICALS, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: AMPH
SECURITY ID: 03209R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Floyd F. Petersen | Management | For | Against |
| 1b | Elect Director Jacob Liawatidewi | Management | For | For |
| 1c | Elect Director William J. Peters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| APARTMENT INCOME REIT CORP.
MEETING DATE: DEC 07, 2022 |
||||
|
TICKER: AIRC
SECURITY ID: 03750L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terry Considine | Management | For | For |
| 1.2 | Elect Director Thomas N. Bohjalian | Management | For | For |
| 1.3 | Elect Director Kristin R. Finney-Cooke | Management | For | For |
| 1.4 | Elect Director Thomas L. Keltner | Management | For | For |
| 1.5 | Elect Director Devin I. Murphy | Management | For | For |
| 1.6 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 1.7 | Elect Director John Dinha Rayis | Management | For | For |
| 1.8 | Elect Director Ann Sperling | Management | For | For |
| 1.9 | Elect Director Nina A. Tran | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| APOGEE ENTERPRISES, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: APOG
SECURITY ID: 037598109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd E. Johnson | Management | For | For |
| 1b | Elect Director Donald A. Nolan | Management | For | For |
| 1c | Elect Director Patricia K. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| APPLE HOSPITALITY REIT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: APLE
SECURITY ID: 03784Y200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn W. Bunting | Management | For | For |
| 1.2 | Elect Director Jon A. Fosheim | Management | For | For |
| 1.3 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.4 | Elect Director Carolyn B. Handlon | Management | For | For |
| 1.5 | Elect Director Glade M. Knight | Management | For | For |
| 1.6 | Elect Director Justin G. Knight | Management | For | For |
| 1.7 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.8 | Elect Director L. Hugh Redd | Management | For | For |
| 1.9 | Elect Director Howard E. Woolley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| APPLIED INDUSTRIAL TECHNOLOGIES, INC.
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: AIT
SECURITY ID: 03820C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary Dean Hall | Management | For | For |
| 1.2 | Elect Director Dan P. Komnenovich | Management | For | For |
| 1.3 | Elect Director Joe A. Raver | 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 |
| APTARGROUP, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ATR
SECURITY ID: 038336103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George L. Fotiades | Management | For | For |
| 1b | Elect Director Candace Matthews | Management | For | For |
| 1c | Elect Director B. Craig Owens | Management | For | For |
| 1d | Elect Director Julie Xing | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ARCH COAL INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: ARCH
SECURITY ID: 03940R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James N. Chapman | Management | For | For |
| 1.2 | Elect Director John W. Eaves | Management | For | For |
| 1.3 | Elect Director Holly Keller Koeppel | Management | For | For |
| 1.4 | Elect Director Patrick A. Kriegshauser | Management | For | For |
| 1.5 | Elect Director Paul A. Lang | Management | For | For |
| 1.6 | Elect Director Richard A. Navarre | Management | For | For |
| 1.7 | Elect Director Molly P. Zhang (aka Peifang Zhang) | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARCOSA, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ACA
SECURITY ID: 039653100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Rhys J. Best | Management | For | For |
| 1c | Elect Director Antonio Carrillo | Management | For | For |
| 1d | Elect Director Jeffrey A. Craig | Management | For | For |
| 1e | Elect Director Steven J. Demetriou | Management | For | For |
| 1f | Elect Director Ronald J. Gafford | Management | For | For |
| 1g | Elect Director John W. Lindsay | Management | For | For |
| 1h | Elect Director Kimberly S. Lubel | Management | For | For |
| 1i | Elect Director Julie A. Piggott | Management | For | For |
| 1j | Elect Director Melanie M. Trent | 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 |
| ARDMORE SHIPPING CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ASC
SECURITY ID: Y0207T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mats Berglund | Management | For | Withhold |
| 1.2 | Elect Director Kirsi Tikka | Management | For | Withhold |
| ARKO CORP.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: ARKO
SECURITY ID: 041242108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew R. Heyer | Management | For | Withhold |
| 1.2 | Elect Director Steven J. Heyer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ARROW ELECTRONICS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ARW
SECURITY ID: 042735100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William F. Austen | Management | For | For |
| 1.2 | Elect Director Fabian T. Garcia | Management | For | For |
| 1.3 | Elect Director Steven H. Gunby | Management | For | For |
| 1.4 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.5 | Elect Director Andrew C. Kerin | Management | For | For |
| 1.6 | Elect Director Sean J. Kerins | Management | For | For |
| 1.7 | Elect Director Carol P. Lowe | Management | For | For |
| 1.8 | Elect Director Mary T. McDowell | Management | For | For |
| 1.9 | Elect Director Stephen C. Patrick | Management | For | For |
| 1.10 | Elect Director Gerry P. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ARS PHARMACEUTICALS, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: SPRY
SECURITY ID: 82835W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Saqib Islam | Management | For | For |
| 1.2 | Elect Director Phillip Schneider | Management | For | For |
| 1.3 | Elect Director Laura Shawver | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ASBURY AUTOMOTIVE GROUP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ABG
SECURITY ID: 043436104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Reddin | Management | For | For |
| 1.2 | Elect Director Joel Alsfine | Management | For | For |
| 1.3 | Elect Director William D. Fay | Management | For | For |
| 1.4 | Elect Director David W. Hult | Management | For | For |
| 1.5 | Elect Director Juanita T. James | Management | For | For |
| 1.6 | Elect Director Philip F. Maritz | Management | For | For |
| 1.7 | Elect Director Maureen F. Morrison | Management | For | For |
| 1.8 | Elect Director Bridget Ryan-Berman | Management | For | For |
| 1.9 | Elect Director Hilliard C. Terry, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ASPEN TECHNOLOGY, INC.
MEETING DATE: DEC 15, 2022 |
||||
|
TICKER: AZPN
SECURITY ID: 29109X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick M. Antkowiak | Management | For | For |
| 1b | Elect Director Robert E. Beauchamp | Management | For | For |
| 1c | Elect Director Thomas F. Bogan | Management | For | For |
| 1d | Elect Director Karen M. Golz | Management | For | For |
| 1e | Elect Director Ram R. Krishnan | Management | For | Against |
| 1f | Elect Director Antonio J. Pietri | Management | For | For |
| 1g | Elect Director Arlen R. Shenkman | Management | For | For |
| 1h | Elect Director Jill D. Smith | Management | For | For |
| 1i | Elect Director Robert M. Whelan, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ASSURANT, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AIZ
SECURITY ID: 04621X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine D. Rosen | Management | For | For |
| 1b | Elect Director Paget L. Alves | Management | For | For |
| 1c | Elect Director Rajiv Basu | Management | For | For |
| 1d | Elect Director J. Braxton Carter | Management | For | For |
| 1e | Elect Director Juan N. Cento | Management | For | For |
| 1f | Elect Director Keith W. Demmings | Management | For | For |
| 1g | Elect Director Harriet Edelman | Management | For | For |
| 1h | Elect Director Sari Granat | Management | For | For |
| 1i | Elect Director Lawrence V. Jackson | Management | For | For |
| 1j | Elect Director Debra J. Perry | Management | For | For |
| 1k | Elect Director Ognjen (Ogi) Redzic | Management | For | For |
| 1l | Elect Director Paul J. Reilly | Management | For | For |
| 1m | Elect Director Robert W. Stein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ATKORE, INC.
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: ATKR
SECURITY ID: 047649108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeri L. Isbell | Management | For | For |
| 1b | Elect Director Wilbert W. James, Jr. | Management | For | For |
| 1c | Elect Director Betty R. Johnson | Management | For | For |
| 1d | Elect Director Justin A. Kershaw | Management | For | For |
| 1e | Elect Director Scott H. Muse | Management | For | For |
| 1f | Elect Director Michael V. Schrock | Management | For | For |
| 1g | Elect Director William R. VanArsdale *Withdrawn* | Management | None | None |
| 1h | Elect Director William E. Waltz, Jr. | Management | For | For |
| 1i | Elect Director A. Mark Zeffiro | 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 |
| ATRION CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: ATRI
SECURITY ID: 049904105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emile A. Battat | Management | For | For |
| 1b | Elect Director Ronald N. Spaulding | Management | For | Against |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AUTOLIV, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ALV
SECURITY ID: 052800109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mikael Bratt | Management | For | For |
| 1.2 | Elect Director Laurie Brlas | Management | For | For |
| 1.3 | Elect Director Jan Carlson | Management | For | For |
| 1.4 | Elect Director Hasse Johansson | Management | For | For |
| 1.5 | Elect Director Leif Johansson | Management | For | For |
| 1.6 | Elect Director Franz-Josef Kortum | Management | For | For |
| 1.7 | Elect Director Frederic Lissalde | Management | For | For |
| 1.8 | Elect Director Xiaozhi Liu | Management | For | For |
| 1.9 | Elect Director Gustav Lundgren | Management | For | For |
| 1.10 | Elect Director Martin Lundstedt | Management | For | For |
| 1.11 | Elect Director Thaddeus J. "Ted" Senko | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young AB as Auditors | Management | For | For |
| AUTONATION, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: AN
SECURITY ID: 05329W102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rick L. Burdick | Management | For | For |
| 1b | Elect Director David B. Edelson | Management | For | For |
| 1c | Elect Director Robert R. Grusky | Management | For | For |
| 1d | Elect Director Norman K. Jenkins | Management | For | For |
| 1e | Elect Director Lisa Lutoff-Perlo | Management | For | For |
| 1f | Elect Director Michael Manley | Management | For | For |
| 1g | Elect Director G. Mike Mikan | Management | For | For |
| 1h | Elect Director Jacqueline A. Travisano | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| AVNET, INC.
MEETING DATE: NOV 17, 2022 |
||||
|
TICKER: AVT
SECURITY ID: 053807103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Carlo Bozotti | Management | For | For |
| 1c | Elect Director Brenda L. Freeman | Management | For | For |
| 1d | Elect Director Philip R. Gallagher | Management | For | For |
| 1e | Elect Director Jo Ann Jenkins | Management | For | For |
| 1f | Elect Director Oleg Khaykin | Management | For | For |
| 1g | Elect Director James A. Lawrence | Management | For | For |
| 1h | Elect Director Ernest E. Maddock | Management | For | For |
| 1i | Elect Director Avid Modjtabai | Management | For | For |
| 1j | Elect Director Adalio T. Sanchez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AXCELIS TECHNOLOGIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ACLS
SECURITY ID: 054540208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tzu-Yin ("TY") Chiu | Management | For | For |
| 1.2 | Elect Director Joseph P. Keithley | Management | For | For |
| 1.3 | Elect Director John T. Kurtzweil | Management | For | For |
| 1.4 | Elect Director Russell J. Low | Management | For | For |
| 1.5 | Elect Director Mary G. Puma | Management | For | For |
| 1.6 | Elect Director Jeanne Quirk | Management | For | For |
| 1.7 | Elect Director Thomas St. Dennis | Management | For | For |
| 1.8 | Elect Director Jorge Titinger | Management | For | For |
| 1.9 | Elect Director Dipti Vachani | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AXIS CAPITAL HOLDINGS LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: AXS
SECURITY ID: G0692U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Marston Becker | Management | For | For |
| 1.2 | Elect Director Michael Millegan | Management | For | For |
| 1.3 | Elect Director Thomas C. Ramey | Management | For | For |
| 1.4 | Elect Director Lizabeth H. Zlatkus | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Approve Deloitte Ltd., Hamilton, Bermuda as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AXONICS, INC.
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: AXNX
SECURITY ID: 05465P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael H. Carrel | Management | For | For |
| 1b | Elect Director Raymond W. Cohen | Management | For | For |
| 1c | Elect Director David M. Demski | Management | For | For |
| 1d | Elect Director Jane E. Kiernan | Management | For | For |
| 1e | Elect Director Esteban Lopez | Management | For | For |
| 1f | Elect Director Robert E. McNamara | Management | For | For |
| 1g | Elect Director Nancy Snyderman | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BADGER METER, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: BMI
SECURITY ID: 056525108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Todd A. Adams | Management | For | For |
| 1b | Elect Director Kenneth C. Bockhorst | Management | For | For |
| 1c | Elect Director Henry F. Brooks | Management | For | For |
| 1d | Elect Director Melanie K. Cook | Management | For | For |
| 1e | Elect Director Xia Liu | Management | For | For |
| 1f | Elect Director James W. McGill | Management | For | For |
| 1g | Elect Director Tessa M. Myers | Management | For | For |
| 1h | Elect Director James F. Stern | Management | For | For |
| 1i | Elect Director Glen E. Tellock | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| BALCHEM CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: BCPC
SECURITY ID: 057665200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David Fischer | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| BANCFIRST CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: BANF
SECURITY ID: 05945F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis L. Brand | Management | For | For |
| 1.2 | Elect Director F. Ford Drummond | Management | For | For |
| 1.3 | Elect Director Joseph Ford | Management | For | For |
| 1.4 | Elect Director Joe R. Goyne | Management | For | For |
| 1.5 | Elect Director David R. Harlow | Management | For | For |
| 1.6 | Elect Director William O. Johnstone | Management | For | For |
| 1.7 | Elect Director Mautra Staley Jones | Management | For | For |
| 1.8 | Elect Director Bill G. Lance | Management | For | For |
| 1.9 | Elect Director Dave R. Lopez | Management | For | For |
| 1.10 | Elect Director William Scott Martin | Management | For | For |
| 1.11 | Elect Director Tom H. McCasland, III | Management | For | For |
| 1.12 | Elect Director David E. Rainbolt | Management | For | For |
| 1.13 | Elect Director Robin Roberson | Management | For | For |
| 1.14 | Elect Director Darryl W. Schmidt | Management | For | For |
| 1.15 | Elect Director Natalie Shirley | Management | For | For |
| 1.16 | Elect Director Michael K. Wallace | Management | For | For |
| 1.17 | Elect Director Gregory G. Wedel | Management | For | For |
| 1.18 | Elect Director G. Rainey Williams, Jr. | Management | For | For |
| 2 | Approve Restricted Stock Plan | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK FIRST CORPORATION
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: BFC
SECURITY ID: 06211J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen E. Johnson | Management | For | Withhold |
| 1.2 | Elect Director Timothy J. McFarlane | Management | For | For |
| 1.3 | Elect Director David R. Sachse | Management | For | For |
| 2 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 3 | Other Business | Management | For | Against |
| BANNER CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: BANR
SECURITY ID: 06652V208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Margot J. Copeland | Management | For | For |
| 1.2 | Elect Director Mark J. Grescovich | Management | For | For |
| 1.3 | Elect Director David A. Klaue | Management | For | For |
| 1.4 | Elect Director Paul J. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| BARRETT BUSINESS SERVICES, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: BBSI
SECURITY ID: 068463108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Carley | Management | For | For |
| 1.2 | Elect Director Joseph S. Clabby | Management | For | For |
| 1.3 | Elect Director Thomas B. Cusick | Management | For | For |
| 1.4 | Elect Director Gary E. Kramer | Management | For | For |
| 1.5 | Elect Director Anthony Meeker | Management | For | For |
| 1.6 | Elect Director Carla A. Moradi | Management | For | For |
| 1.7 | Elect Director Alexandra Morehouse | Management | For | For |
| 1.8 | Elect Director Vincent P. Price | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BELDEN INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: BDC
SECURITY ID: 077454106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David J. Aldrich | Management | For | For |
| 1b | Elect Director Lance C. Balk | Management | For | For |
| 1c | Elect Director Steven W. Berglund | Management | For | For |
| 1d | Elect Director Diane D. Brink | Management | For | For |
| 1e | Elect Director Judy L. Brown | Management | For | For |
| 1f | Elect Director Nancy Calderon | Management | For | For |
| 1g | Elect Director Ashish Chand | Management | For | For |
| 1h | Elect Director Jonathan C. Klein | Management | For | For |
| 1i | Elect Director YY Lee | Management | For | For |
| 1j | Elect Director Gregory J. McCray | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BENTLEY SYSTEMS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: BSY
SECURITY ID: 08265T208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barry J. Bentley | Management | For | Withhold |
| 1.2 | Elect Director Gregory S. Bentley | Management | For | Withhold |
| 1.3 | Elect Director Keith A. Bentley | Management | For | Withhold |
| 1.4 | Elect Director Raymond B. Bentley | Management | For | Withhold |
| 1.5 | Elect Director Kirk B. Griswold | Management | For | Withhold |
| 1.6 | Elect Director Janet B. Haugen | Management | For | Withhold |
| 1.7 | Elect Director Brian F. Hughes | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BJ'S WHOLESALE CLUB HOLDINGS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: BJ
SECURITY ID: 05550J101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Baldwin | Management | For | For |
| 1.2 | Elect Director Darryl Brown | Management | For | For |
| 1.3 | Elect Director Bob Eddy | Management | For | For |
| 1.4 | Elect Director Michelle Gloeckler | Management | For | For |
| 1.5 | Elect Director Maile Naylor (nee Clark) | Management | For | For |
| 1.6 | Elect Director Ken Parent | Management | For | For |
| 1.7 | Elect Director Chris Peterson | Management | For | For |
| 1.8 | Elect Director Rob Steele | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BLACK HILLS CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BKH
SECURITY ID: 092113109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott M. Prochazka | Management | For | For |
| 1.2 | Elect Director Rebecca B. Roberts | Management | For | For |
| 1.3 | Elect Director Teresa A. Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BLACK KNIGHT, INC.
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: BKI
SECURITY ID: 09215C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | Against |
| BLACK KNIGHT, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: BKI
SECURITY ID: 09215C105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | Against |
| BLACKLINE, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: BL
SECURITY ID: 09239B109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Therese Tucker | Management | For | For |
| 1.2 | Elect Director Thomas Unterman | Management | For | Withhold |
| 1.3 | Elect Director Amit Yoran | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| BLOOMIN' BRANDS, INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: BLMN
SECURITY ID: 094235108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julie Kunkel | Management | For | For |
| 1.2 | Elect Director Tara Walpert Levy | Management | For | For |
| 1.3 | Elect Director Melanie Marein-Efron | Management | For | For |
| 1.4 | Elect Director James R. Craigie | Management | For | For |
| 1.5 | Elect Director David J. Deno | Management | For | For |
| 1.6 | Elect Director Lawrence V. Jackson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 5 | Amend Charter to Permit the Exculpation of Officers Consistent with Changes to Delaware General Corporation Law | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| 7 | Adopt Near and Long-Term Science-Based GHG Emissions Reduction Targets | Shareholder | Against | For |
| BOISE CASCADE COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BCC
SECURITY ID: 09739D100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Carlile | Management | For | For |
| 1b | Elect Director Steven Cooper | Management | For | For |
| 1c | Elect Director Craig Dawson | Management | For | For |
| 1d | Elect Director Karen Gowland | Management | For | For |
| 1e | Elect Director David Hannah | Management | For | For |
| 1f | Elect Director Mack Hogans | Management | For | For |
| 1g | Elect Director Amy Humphreys | Management | For | For |
| 1h | Elect Director Nate Jorgensen | Management | For | For |
| 1i | Elect Director Kristopher Matula | Management | For | For |
| 1j | Elect Director Duane McDougall | Management | For | For |
| 1k | Elect Director Christopher McGowan | Management | For | For |
| 1l | Elect Director Sue Taylor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BOOT BARN HOLDINGS, INC.
MEETING DATE: AUG 29, 2022 |
||||
|
TICKER: BOOT
SECURITY ID: 099406100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Starrett | Management | For | For |
| 1.2 | Elect Director Chris Bruzzo | Management | For | For |
| 1.3 | Elect Director Eddie Burt | Management | For | For |
| 1.4 | Elect Director James G. Conroy | Management | For | For |
| 1.5 | Elect Director Lisa G. Laube | Management | For | For |
| 1.6 | Elect Director Anne MacDonald | Management | For | For |
| 1.7 | Elect Director Brenda I. Morris | Management | For | For |
| 1.8 | Elect Director Brad Weston | 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 |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION
MEETING DATE: JUL 27, 2022 |
||||
|
TICKER: BAH
SECURITY ID: 099502106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Horacio D. Rozanski | Management | For | For |
| 1b | Elect Director Mark E. Gaumond | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 1d | Elect Director Melody C. Barnes | Management | For | For |
| 1e | Elect Director Ellen Jewett | Management | For | For |
| 1f | Elect Director Arthur E. Johnson | Management | For | For |
| 1g | Elect Director Charles O. Rossotti | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| BORGWARNER INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: BWA
SECURITY ID: 099724106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Sara A. Greenstein | Management | For | For |
| 1B | Elect Director Michael S. Hanley | Management | For | For |
| 1C | Elect Director Frederic B. Lissalde | Management | For | For |
| 1D | Elect Director Shaun E. McAlmont | Management | For | For |
| 1E | Elect Director Deborah D. McWhinney | Management | For | For |
| 1F | Elect Director Alexis P. Michas | Management | For | For |
| 1G | Elect Director Sailaja K. Shankar | Management | For | For |
| 1H | Elect Director Hau N. Thai-Tang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Just Transition | Shareholder | Against | Against |
| BOX, INC.
MEETING DATE: JUL 14, 2022 |
||||
|
TICKER: BOX
SECURITY ID: 10316T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kim Hammonds *Withdrawn Resolution* | Management | None | None |
| 1b | Elect Director Dan Levin | Management | For | Against |
| 1c | Elect Director Bethany Mayer | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOX, INC.
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: BOX
SECURITY ID: 10316T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sue Barsamian | Management | For | Against |
| 1b | Elect Director Jack Lazar | Management | For | Against |
| 1c | Elect Director John Park | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOYD GAMING CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BYD
SECURITY ID: 103304101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John R. Bailey | Management | For | For |
| 1.2 | Elect Director William R. Boyd | Management | For | For |
| 1.3 | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1.4 | Elect Director Keith E. Smith | Management | For | For |
| 1.5 | Elect Director Christine J. Spadafor | Management | For | For |
| 1.6 | Elect Director A. Randall Thoman | Management | For | For |
| 1.7 | Elect Director Peter M. Thomas | Management | For | For |
| 1.8 | Elect Director Paul W. Whetsell | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| BRIXMOR PROPERTY GROUP INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: BRX
SECURITY ID: 11120U105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Taylor, Jr. | Management | For | For |
| 1.2 | Elect Director Michael Berman | Management | For | For |
| 1.3 | Elect Director Julie Bowerman | Management | For | For |
| 1.4 | Elect Director Sheryl M. Crosland | Management | For | For |
| 1.5 | Elect Director Thomas W. Dickson | Management | For | For |
| 1.6 | Elect Director Daniel B. Hurwitz | Management | For | For |
| 1.7 | Elect Director Sandra A. J. Lawrence | Management | For | For |
| 1.8 | Elect Director William D. Rahm | 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 |
| BROADSTONE NET LEASE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BNL
SECURITY ID: 11135E203
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laurie A. Hawkes | Management | For | For |
| 1.2 | Elect Director John D. Moragne | Management | For | For |
| 1.3 | Elect Director Denise Brooks-Williams | Management | For | For |
| 1.4 | Elect Director Michael A. Coke | Management | For | For |
| 1.5 | Elect Director Jessica Duran | Management | For | For |
| 1.6 | Elect Director Laura Felice | Management | For | For |
| 1.7 | Elect Director David M. Jacobstein | Management | For | For |
| 1.8 | Elect Director Shekar Narasimhan | Management | For | For |
| 1.9 | Elect Director James H. Watters | Management | For | For |
| 2 | Amend Charter | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BRUKER CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: BRKR
SECURITY ID: 116794108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cynthia M. Friend | Management | For | For |
| 1.2 | Elect Director Philip Ma | Management | For | For |
| 1.3 | Elect Director Hermann F. Requardt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BRUNSWICK CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BC
SECURITY ID: 117043109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nancy E. Cooper | Management | For | For |
| 1b | Elect Director David C. Everitt | Management | For | For |
| 1c | Elect Director Reginald Fils-Aime | Management | For | For |
| 1d | Elect Director Lauren P. Flaherty | Management | For | For |
| 1e | Elect Director David M. Foulkes | Management | For | For |
| 1f | Elect Director Joseph W. McClanathan | Management | For | For |
| 1g | Elect Director David V. Singer | Management | For | For |
| 1h | Elect Director J. Steven Whisler | Management | For | For |
| 1i | Elect Director Roger J. Wood | Management | For | For |
| 1j | Elect Director MaryAnn Wright | Management | For | For |
| 2a | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 2b | Amend Certificate of Incorporation | Management | For | For |
| 2c | Amend Charter | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BWX TECHNOLOGIES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: BWXT
SECURITY ID: 05605H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Gerhard F. Burbach | Management | For | For |
| 1c | Elect Director Rex D. Geveden | Management | For | For |
| 1d | Elect Director James M. Jaska | Management | For | For |
| 1e | Elect Director Kenneth J. Krieg | Management | For | For |
| 1f | Elect Director Leland D. Melvin | Management | For | For |
| 1g | Elect Director Robert L. Nardelli | Management | For | For |
| 1h | Elect Director Barbara A. Niland | Management | For | For |
| 1i | Elect Director John M. Richardson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| C.H. ROBINSON WORLDWIDE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CHRW
SECURITY ID: 12541W209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott P. Anderson | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Kermit R. Crawford | Management | For | For |
| 1d | Elect Director Timothy C. Gokey | Management | For | For |
| 1e | Elect Director Mark A. Goodburn | Management | For | For |
| 1f | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1g | Elect Director Jodee A. Kozlak | Management | For | For |
| 1h | Elect Director Henry J. Maier | Management | For | For |
| 1i | Elect Director James B. Stake | Management | For | For |
| 1j | Elect Director Paula C. Tolliver | Management | For | For |
| 1k | Elect Director Henry W. 'Jay' Winship | 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 |
| CABLE ONE, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: CABO
SECURITY ID: 12685J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brad D. Brian | Management | For | For |
| 1b | Elect Director Deborah J. Kissire | Management | For | For |
| 1c | Elect Director Julia M. Laulis | Management | For | For |
| 1d | Elect Director Mary E. Meduski | Management | For | For |
| 1e | Elect Director Thomas O. Might | Management | For | For |
| 1f | Elect Director Sherrese M. Smith | Management | For | For |
| 1g | Elect Director Wallace R. Weitz | Management | For | For |
| 1h | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CACI INTERNATIONAL INC
MEETING DATE: OCT 20, 2022 |
||||
|
TICKER: CACI
SECURITY ID: 127190304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael A. Daniels | Management | For | For |
| 1b | Elect Director Lisa S. Disbrow | Management | For | For |
| 1c | Elect Director Susan M. Gordon | Management | For | For |
| 1d | Elect Director William L. Jews | Management | For | For |
| 1e | Elect Director Gregory G. Johnson | Management | For | For |
| 1f | Elect Director Ryan D. McCarthy | Management | For | For |
| 1g | Elect Director John S. Mengucci | Management | For | For |
| 1h | Elect Director Philip O. Nolan | Management | For | For |
| 1i | Elect Director James L. Pavitt | Management | For | For |
| 1j | Elect Director Debora A. Plunkett | Management | For | For |
| 1k | Elect Director William S. Wallace | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CALIFORNIA RESOURCES CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: CRC
SECURITY ID: 13057Q305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew B. Bremner | Management | For | For |
| 1.2 | Elect Director Tiffany (TJ) Thom Cepak | Management | For | For |
| 1.3 | Elect Director James N. Chapman | Management | For | For |
| 1.4 | Elect Director Francisco J. Leon | Management | For | For |
| 1.5 | Elect Director Mark A. (Mac) McFarland | Management | For | For |
| 1.6 | Elect Director Nicole Neeman Brady | Management | For | For |
| 1.7 | Elect Director Julio M. Quintana | Management | For | For |
| 1.8 | Elect Director William B. Roby | Management | For | For |
| 1.9 | Elect Director Alejandra (Ale) Veltmann | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| CAMBRIDGE BANCORP
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: CATC
SECURITY ID: 132152109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christine Fuchs | Management | For | For |
| 1.2 | Elect Director Pamela A. Hamlin | Management | For | For |
| 1.3 | Elect Director Daniel R. Morrison | Management | For | For |
| 1.4 | Elect Director Leon A. Palandjian | Management | For | For |
| 1.5 | Elect Director Laila S. Partridge | Management | For | For |
| 1.6 | Elect Director Jane C. Walsh | Management | For | Withhold |
| 1.7 | Elect Director Andargachew S. Zelleke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Wolf & Company, P.C. LLP as Auditors | Management | For | For |
| CAMPBELL SOUP COMPANY
MEETING DATE: NOV 30, 2022 |
||||
|
TICKER: CPB
SECURITY ID: 134429109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fabiola R. Arredondo | Management | For | For |
| 1.2 | Elect Director Howard M. Averill | Management | For | For |
| 1.3 | Elect Director John P. (JP) Bilbrey | Management | For | For |
| 1.4 | Elect Director Mark A. Clouse | Management | For | For |
| 1.5 | Elect Director Bennett Dorrance, Jr. | Management | For | For |
| 1.6 | Elect Director Maria Teresa (Tessa) Hilado | Management | For | For |
| 1.7 | Elect Director Grant H. Hill | Management | For | For |
| 1.8 | Elect Director Sarah Hofstetter | Management | For | For |
| 1.9 | Elect Director Marc B. Lautenbach | Management | For | For |
| 1.10 | Elect Director Mary Alice Dorrance Malone | Management | For | For |
| 1.11 | Elect Director Keith R. McLoughlin | Management | For | For |
| 1.12 | Elect Director Kurt T. Schmidt | Management | For | For |
| 1.13 | Elect Director Archbold D. van Beuren | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Report on Supply Chain Practices | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| CAPRI HOLDINGS LIMITED
MEETING DATE: AUG 03, 2022 |
||||
|
TICKER: CPRI
SECURITY ID: G1890L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy Gibbons | Management | For | For |
| 1b | Elect Director Jane Thompson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| CARETRUST REIT, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CTRE
SECURITY ID: 14174T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diana M. Laing | Management | For | For |
| 1b | Elect Director Anne Olson | Management | For | For |
| 1c | Elect Director Spencer G. Plumb | Management | For | For |
| 1d | Elect Director David M. Sedgwick | Management | For | For |
| 1e | Elect Director Careina D. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CASELLA WASTE SYSTEMS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CWST
SECURITY ID: 147448104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael L. Battles | Management | For | Withhold |
| 1.2 | Elect Director Joseph G. Doody | Management | For | For |
| 1.3 | Elect Director Emily Nagle Green | Management | For | Withhold |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify RSM US LLP as Auditors | Management | For | For |
| CASS INFORMATION SYSTEMS, INC.
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: CASS
SECURITY ID: 14808P109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric H. Brunngraber | Management | For | For |
| 1.2 | Elect Director Benjamin F. Edwards, IV | Management | For | For |
| 1.3 | Elect Director Ann W. Marr | Management | For | For |
| 1.4 | Elect Director Martin H. Resch | Management | For | For |
| 1.5 | Elect Director Joseph D. Rupp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| CATALYST PHARMACEUTICALS, INC.
MEETING DATE: SEP 19, 2022 |
||||
|
TICKER: CPRX
SECURITY ID: 14888U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick J. McEnany | Management | For | For |
| 1.2 | Elect Director Philip H. Coelho | Management | For | For |
| 1.3 | Elect Director Charles B. O'Keeffe | Management | For | For |
| 1.4 | Elect Director David S. Tierney | Management | For | For |
| 1.5 | Elect Director Donald A. Denkhaus | Management | For | For |
| 1.6 | Elect Director Richard J. Daly | Management | For | For |
| 1.7 | Elect Director Molly Harper | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Other Business | Management | For | Against |
| CATHAY GENERAL BANCORP
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: CATY
SECURITY ID: 149150104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nelson Chung | Management | For | For |
| 1b | Elect Director Felix S. Fernandez | Management | For | For |
| 1c | Elect Director Maan-Huei Hung | Management | For | For |
| 1d | Elect Director Richard Sun | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| CAVCO INDUSTRIES, INC.
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: CVCO
SECURITY ID: 149568107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David A. Greenblatt | Management | For | For |
| 1b | Elect Director Richard A. Kerley | Management | For | For |
| 1c | Elect Director Julia W. Sze | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| CBIZ, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CBZ
SECURITY ID: 124805102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard T. Marabito | Management | For | For |
| 1.2 | Elect Director Rodney A. Young | Management | For | For |
| 1.3 | Elect Director Benaree Pratt Wiley | 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 |
| CHEGG, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CHGG
SECURITY ID: 163092109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Renee Budig | Management | For | For |
| 1b | Elect Director Dan Rosensweig | Management | For | For |
| 1c | Elect Director Ted Schlein | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CHEMED CORPORATION
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: CHE
SECURITY ID: 16359R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin J. Mcnamara | Management | For | For |
| 1.2 | Elect Director Ron Delyons | Management | For | For |
| 1.3 | Elect Director Patrick P. Grace | Management | For | For |
| 1.4 | Elect Director Christopher J. Heaney | Management | For | For |
| 1.5 | Elect Director Thomas C. Hutton | Management | For | For |
| 1.6 | Elect Director Andrea R. Lindell | Management | For | For |
| 1.7 | Elect Director Eileen P. Mccarthy | Management | For | For |
| 1.8 | Elect Director John M. Mount, Jr. | Management | For | For |
| 1.9 | Elect Director Thomas P. Rice | Management | For | For |
| 1.10 | Elect Director George J. Walsh Iii | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| CHESAPEAKE ENERGY CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CHK
SECURITY ID: 165167735
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Domenic J. ("Nick") Dell'Osso, Jr. | Management | For | For |
| 1b | Elect Director Timothy S. Duncan | Management | For | For |
| 1c | Elect Director Benjamin C. Duster, IV | Management | For | For |
| 1d | Elect Director Sarah A. Emerson | Management | For | For |
| 1e | Elect Director Matthew M. Gallagher | Management | For | For |
| 1f | Elect Director Brian Steck | Management | For | For |
| 1g | Elect Director Michael A. Wichterich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CHINOOK THERAPEUTICS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: KDNY
SECURITY ID: 16961L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michelle Griffin | Management | For | For |
| 1.2 | Elect Director Eric Dobmeier | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| CHOICE HOTELS INTERNATIONAL, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CHH
SECURITY ID: 169905106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian B. Bainum | Management | For | For |
| 1.2 | Elect Director Stewart W. Bainum, Jr. | Management | For | For |
| 1.3 | Elect Director William L. Jews | Management | For | For |
| 1.4 | Elect Director Monte J.M. Koch | Management | For | For |
| 1.5 | Elect Director Liza K. Landsman | Management | For | For |
| 1.6 | Elect Director Patrick S. Pacious | Management | For | For |
| 1.7 | Elect Director Ervin R. Shames | Management | For | For |
| 1.8 | Elect Director Gordon A. Smith | Management | For | For |
| 1.9 | Elect Director Maureen D. Sullivan | Management | For | For |
| 1.10 | Elect Director John P. Tague | Management | For | For |
| 1.11 | Elect Director Donna F. Vieira | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CHORD ENERGY CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CHRD
SECURITY ID: 674215207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas E. Brooks | Management | For | For |
| 1b | Elect Director Daniel E. Brown | Management | For | For |
| 1c | Elect Director Susan M. Cunningham | Management | For | For |
| 1d | Elect Director Samantha F. Holroyd | Management | For | For |
| 1e | Elect Director Paul J. Korus | Management | For | For |
| 1f | Elect Director Kevin S. McCarthy | Management | For | For |
| 1g | Elect Director Anne Taylor | Management | For | For |
| 1h | Elect Director Cynthia L. Walker | Management | For | For |
| 1i | Elect Director Marguerite N. Woung-Chapman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHURCHILL DOWNS INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CHDN
SECURITY ID: 171484108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Fealy | Management | For | For |
| 1.2 | Elect Director Douglas C. Grissom | Management | For | For |
| 1.3 | Elect Director Daniel P. Harrington | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CIENA CORPORATION
MEETING DATE: MAR 30, 2023 |
||||
|
TICKER: CIEN
SECURITY ID: 171779309
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joanne B. Olsen | Management | For | For |
| 1b | Elect Director Gary B. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CIRRUS LOGIC, INC.
MEETING DATE: JUL 29, 2022 |
||||
|
TICKER: CRUS
SECURITY ID: 172755100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Carter | Management | For | For |
| 1.2 | Elect Director Alexander M. Davern | Management | For | For |
| 1.3 | Elect Director Timothy R. Dehne | Management | For | For |
| 1.4 | Elect Director John M. Forsyth | Management | For | For |
| 1.5 | Elect Director Deirdre R. Hanford | Management | For | For |
| 1.6 | Elect Director Raghib Hussain | Management | For | For |
| 1.7 | Elect Director Catherine P. Lego | Management | For | For |
| 1.8 | Elect Director David J. Tupman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| CITY HOLDING COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CHCO
SECURITY ID: 177835105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert D. Fisher | Management | For | For |
| 1.2 | Elect Director Charles R. Hageboeck | Management | For | For |
| 1.3 | Elect Director Javier A. Reyes | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| CITY OFFICE REIT, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CIO
SECURITY ID: 178587101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Sweet | Management | For | For |
| 1.2 | Elect Director James Farrar | Management | For | For |
| 1.3 | Elect Director Michael Mazan | Management | For | For |
| 1.4 | Elect Director John McLernon | Management | For | For |
| 1.5 | Elect Director Sabah Mirza | Management | For | For |
| 1.6 | Elect Director Mark Murski | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CIVITAS RESOURCES, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CIVI
SECURITY ID: 17888H103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wouter van Kempen | Management | For | For |
| 1.2 | Elect Director Deborah Byers | Management | For | For |
| 1.3 | Elect Director Morris R. Clark | Management | For | For |
| 1.4 | Elect Director M. Christopher Doyle | Management | For | For |
| 1.5 | Elect Director Carrie M. Fox | Management | For | For |
| 1.6 | Elect Director Carrie L. Hudak | Management | For | For |
| 1.7 | Elect Director James M. Trimble | Management | For | For |
| 1.8 | Elect Director Howard A. Willard, III | Management | For | For |
| 1.9 | Elect Director Jeffrey E. Wojahn | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Act by Written Consent | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 7 | Authorize Shareholders to Fill Director Vacancies | Management | For | For |
| 8 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 9 | Amend Certificate of Incorporation | Management | For | For |
| CLEAN HARBORS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: CLH
SECURITY ID: 184496107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward G. Galante | Management | For | For |
| 1.2 | Elect Director Alison A. Quirk | Management | For | For |
| 1.3 | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1.4 | Elect Director John R. Welch | 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 |
| CLEARFIELD, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: CLFD
SECURITY ID: 18482P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl Beranek | Management | For | For |
| 1b | Elect Director Ronald G. Roth | Management | For | For |
| 1c | Elect Director Patrick Goepel | Management | For | For |
| 1d | Elect Director Roger Harding | Management | For | For |
| 1e | Elect Director Charles N. Hayssen | Management | For | For |
| 1f | Elect Director Donald R. Hayward | Management | For | For |
| 1g | Elect Director Walter Jones, Jr. | Management | For | For |
| 1h | Elect Director Carol Wirsbinski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Baker Tilly US, LLP as Auditors | Management | For | For |
| CLEARWAY ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CWEN
SECURITY ID: 18539C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan Bram | Management | For | Withhold |
| 1.2 | Elect Director Nathaniel Anschuetz | Management | For | Withhold |
| 1.3 | Elect Director Emmanuel Barrois | Management | For | Withhold |
| 1.4 | Elect Director Brian R. Ford | Management | For | Withhold |
| 1.5 | Elect Director Guillaume Hediard | Management | For | Withhold |
| 1.6 | Elect Director Jennifer Lowry | Management | For | Withhold |
| 1.7 | Elect Director Bruce MacLennan | Management | For | Withhold |
| 1.8 | Elect Director Daniel B. More | Management | For | Withhold |
| 1.9 | Elect Director E. Stanley O'Neal | Management | For | For |
| 1.10 | Elect Director Christopher S. Sotos | Management | For | Withhold |
| 1.11 | Elect Director Vincent Stoquart | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COGENT COMMUNICATIONS HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CCOI
SECURITY ID: 19239V302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dave Schaeffer | Management | For | For |
| 1.2 | Elect Director Marc Montagner | Management | For | For |
| 1.3 | Elect Director D. Blake Bath | Management | For | For |
| 1.4 | Elect Director Steven D. Brooks | Management | For | For |
| 1.5 | Elect Director Paul de Sa | Management | For | For |
| 1.6 | Elect Director Lewis H. Ferguson, III | Management | For | For |
| 1.7 | Elect Director Eve Howard | Management | For | For |
| 1.8 | Elect Director Deneen Howell | Management | For | For |
| 1.9 | Elect Director Sheryl Kennedy | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COGNEX CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CGNX
SECURITY ID: 192422103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Angelos Papadimitriou | Management | For | For |
| 1.2 | Elect Director Dianne M. Parrotte | Management | For | For |
| 1.3 | Elect Director John T.C. Lee | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COHERENT CORP.
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: COHR
SECURITY ID: 19247G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Enrico Digirolamo | Management | For | For |
| 1b | Elect Director David L. Motley | Management | For | For |
| 1c | Elect Director Shaker Sadasivam | Management | For | For |
| 1d | Elect Director Lisa Neal-Graves | 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 |
| COLUMBIA BANKING SYSTEM, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: COLB
SECURITY ID: 197236102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cort L. O'Haver | Management | For | For |
| 1b | Elect Director Craig D. Eerkes | Management | For | For |
| 1c | Elect Director Mark A. Finkelstein | Management | For | For |
| 1d | Elect Director Eric S. Forrest | Management | For | For |
| 1e | Elect Director Peggy Y. Fowler | Management | For | For |
| 1f | Elect Director Randal L. Lund | Management | For | For |
| 1g | Elect Director Luis M. Machuca | Management | For | For |
| 1h | Elect Director S. Mae Fujita Numata | Management | For | For |
| 1i | Elect Director Maria M. Pope | Management | For | For |
| 1j | Elect Director John F. Schultz | Management | For | For |
| 1k | Elect Director Elizabeth W. Seaton | Management | For | For |
| 1l | Elect Director Clint E. Stein | Management | For | For |
| 1m | Elect Director Hilliard C. Terry, III | Management | For | For |
| 1n | Elect Director Anddria Varnado | 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 |
| COLUMBIA SPORTSWEAR COMPANY
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: COLM
SECURITY ID: 198516106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Boyle | Management | For | For |
| 1.2 | Elect Director Stephen E. Babson | Management | For | For |
| 1.3 | Elect Director Andy D. Bryant | Management | For | For |
| 1.4 | Elect Director John W. Culver | Management | For | For |
| 1.5 | Elect Director Kevin Mansell | Management | For | For |
| 1.6 | Elect Director Ronald E. Nelson | Management | For | For |
| 1.7 | Elect Director Christiana Smith Shi | Management | For | For |
| 1.8 | Elect Director Sabrina L. Simmons | Management | For | For |
| 1.9 | Elect Director Malia H. Wasson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COMERICA INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CMA
SECURITY ID: 200340107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Avila | Management | For | For |
| 1.2 | Elect Director Michael E. Collins | Management | For | For |
| 1.3 | Elect Director Roger A. Cregg | Management | For | For |
| 1.4 | Elect Director Curtis C. Farmer | Management | For | For |
| 1.5 | Elect Director Jacqueline P. Kane | Management | For | For |
| 1.6 | Elect Director Derek J. Kerr | Management | For | For |
| 1.7 | Elect Director Richard G. Lindner | Management | For | For |
| 1.8 | Elect Director Jennifer H. Sampson | Management | For | For |
| 1.9 | Elect Director Barbara R. Smith | Management | For | For |
| 1.10 | Elect Director Robert S. Taubman | Management | For | For |
| 1.11 | Elect Director Reginald M. Turner, Jr. | Management | For | For |
| 1.12 | Elect Director Nina G. Vaca | Management | For | For |
| 1.13 | Elect Director Michael G. Van de Ven | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COMFORT SYSTEMS USA, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FIX
SECURITY ID: 199908104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darcy G. Anderson | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Brian E. Lane | Management | For | For |
| 1.4 | Elect Director Pablo G. Mercado | Management | For | For |
| 1.5 | Elect Director Franklin Myers | Management | For | For |
| 1.6 | Elect Director William J. Sandbrook | Management | For | For |
| 1.7 | Elect Director Constance E. Skidmore | Management | For | For |
| 1.8 | Elect Director Vance W. Tang | Management | For | For |
| 1.9 | Elect Director Cindy L. Wallis-Lage | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COMMERCE BANCSHARES, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: CBSH
SECURITY ID: 200525103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Blackford F. Brauer | Management | For | For |
| 1.2 | Elect Director W. Kyle Chapman | Management | For | For |
| 1.3 | Elect Director Karen L. Daniel | Management | For | For |
| 1.4 | Elect Director David W. Kemper | 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 | Increase Authorized Common Stock | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| COMMERCIAL METALS COMPANY
MEETING DATE: JAN 11, 2023 |
||||
|
TICKER: CMC
SECURITY ID: 201723103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter R. Matt | Management | For | For |
| 1.2 | Elect Director Sarah E. Raiss | 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 |
| COMMUNITY TRUST BANCORP, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CTBI
SECURITY ID: 204149108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles J. Baird | Management | For | For |
| 1.2 | Elect Director Franklin H. Farris, Jr. | Management | For | For |
| 1.3 | Elect Director Mark A. Gooch | Management | For | For |
| 1.4 | Elect Director Eugenia Crittenden "Crit" Luallen | Management | For | For |
| 1.5 | Elect Director Ina Michelle Matthews | Management | For | For |
| 1.6 | Elect Director James E. McGhee, II | Management | For | For |
| 1.7 | Elect Director Franky Minnifield | Management | For | For |
| 1.8 | Elect Director M. Lynn Parrish | Management | For | For |
| 1.9 | Elect Director Anthony W. St. Charles | Management | For | For |
| 1.10 | Elect Director Chad C. Street | Management | For | For |
| 2 | Ratify FORVIS, 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 |
| COMMVAULT SYSTEMS, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: CVLT
SECURITY ID: 204166102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas Adamo | Management | For | For |
| 1.2 | Elect Director Martha H. Bejar | Management | For | For |
| 1.3 | Elect Director David F. Walker | Management | For | For |
| 1.4 | Elect Director Keith Geeslin | Management | For | For |
| 1.5 | Elect Director Vivie "YY" Lee | Management | For | For |
| 1.6 | Elect Director Sanjay Mirchandani | 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 |
| COMPUTER PROGRAMS AND SYSTEMS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CPSI
SECURITY ID: 205306103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Regina M. Benjamin | Management | For | For |
| 1.2 | Elect Director David A. Dye | Management | For | For |
| 1.3 | Elect Director Christopher T. Hjelm | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| COMSTOCK RESOURCES, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: CRK
SECURITY ID: 205768302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director M. Jay Allison | Management | For | For |
| 1.2 | Elect Director Roland O. Burns | Management | For | For |
| 1.3 | Elect Director Elizabeth B. Davis | Management | For | For |
| 1.4 | Elect Director Morris E. Foster | Management | For | For |
| 1.5 | Elect Director Jim L. Turner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| CONCENTRIX CORPORATION
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: CNXC
SECURITY ID: 20602D101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chris Caldwell | Management | For | For |
| 1b | Elect Director Teh-Chien Chou | Management | For | For |
| 1c | Elect Director LaVerne H. Council | Management | For | For |
| 1d | Elect Director Jennifer Deason | Management | For | For |
| 1e | Elect Director Kathryn Hayley | Management | For | For |
| 1f | Elect Director Kathryn Marinello | Management | For | For |
| 1g | Elect Director Dennis Polk | Management | For | For |
| 1h | Elect Director Ann Vezina | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONSOL ENERGY INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CEIX
SECURITY ID: 20854L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William P. Powell | Management | For | For |
| 1b | Elect Director Valli Perera | Management | For | For |
| 1c | Elect Director James A. Brock | Management | For | For |
| 1d | Elect Director John T. Mills | Management | For | For |
| 1e | Elect Director Joseph P. Platt | Management | For | For |
| 1f | Elect Director Cassandra Chia-Wei Pan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CORCEPT THERAPEUTICS INCORPORATED
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: CORT
SECURITY ID: 218352102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregg Alton | Management | For | For |
| 1.2 | Elect Director G. Leonard Baker, Jr. | Management | For | For |
| 1.3 | Elect Director Joseph K. Belanoff | Management | For | For |
| 1.4 | Elect Director Gillian M. Cannon | Management | For | For |
| 1.5 | Elect Director David L. Mahoney | Management | For | For |
| 1.6 | Elect Director Joshua M. Murray | Management | For | For |
| 1.7 | Elect Director Kimberly Park | Management | For | For |
| 1.8 | Elect Director Daniel N. Swisher, Jr. | Management | For | For |
| 1.9 | Elect Director James N. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Certificate of Incorporation to Reflect Delaware Law Provisions Allowing Officer Exculpation | Management | For | For |
| CORECIVIC, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CXW
SECURITY ID: 21871N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Alvarado | Management | For | Against |
| 1b | Elect Director Robert J. Dennis | Management | For | For |
| 1c | Elect Director Mark A. Emkes | Management | For | Against |
| 1d | Elect Director Damon T. Hininger | Management | For | For |
| 1e | Elect Director Stacia A. Hylton | Management | For | Against |
| 1f | Elect Director Harley G. Lappin | Management | For | For |
| 1g | Elect Director Anne L. Mariucci | Management | For | For |
| 1h | Elect Director Thurgood Marshall, Jr. | Management | For | Against |
| 1i | Elect Director Devin I. Murphy | Management | For | Against |
| 1j | Elect Director John R. Prann, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CORPORATE OFFICE PROPERTIES TRUST
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: OFC
SECURITY ID: 22002T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Brady | Management | For | For |
| 1b | Elect Director Stephen E. Budorick | Management | For | For |
| 1c | Elect Director Robert L. Denton, Sr. | Management | For | For |
| 1d | Elect Director Philip L. Hawkins | Management | For | For |
| 1e | Elect Director Steven D. Kesler | Management | For | For |
| 1f | Elect Director Letitia A. Long | Management | For | For |
| 1g | Elect Director Essye B. Miller | Management | For | For |
| 1h | Elect Director Raymond L. Owens | Management | For | For |
| 1i | Elect Director C. Taylor Pickett | Management | For | For |
| 1j | Elect Director Lisa G. Trimberger | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CORVEL CORPORATION
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: CRVL
SECURITY ID: 221006109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director V. Gordon Clemons | Management | For | For |
| 1.2 | Elect Director Steven J. Hamerslag | Management | For | For |
| 1.3 | Elect Director Alan R. Hoops | Management | For | For |
| 1.4 | Elect Director R. Judd Jessup | Management | For | For |
| 1.5 | Elect Director Jean H. Macino | Management | For | For |
| 1.6 | Elect Director Jeffrey J. Michael | Management | For | For |
| 2 | Ratify Haskell & White LLP as Auditors | Management | For | For |
| 3 | Report on Steps to Improve Racial and Gender Board Diversity | Shareholder | Against | For |
| COUSINS PROPERTIES INCORPORATED
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CUZ
SECURITY ID: 222795502
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles T. Cannada | Management | For | For |
| 1b | Elect Director Robert M. Chapman | Management | For | For |
| 1c | Elect Director M. Colin Connolly | Management | For | For |
| 1d | Elect Director Scott W. Fordham | Management | For | For |
| 1e | Elect Director Lillian C. Giornelli | Management | For | For |
| 1f | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1g | Elect Director Donna W. Hyland | Management | For | For |
| 1h | Elect Director Dionne Nelson | Management | For | For |
| 1i | Elect Director R. Dary Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CRA INTERNATIONAL, INC.
MEETING DATE: JUL 19, 2022 |
||||
|
TICKER: CRAI
SECURITY ID: 12618T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul Maleh | Management | For | For |
| 1.2 | Elect Director Thomas Avery | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CRANE NXT CO.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: CXT
SECURITY ID: 224441105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Dinkins | Management | For | For |
| 1.2 | Elect Director William Grogan | Management | For | For |
| 1.3 | Elect Director Cristen Kogl | Management | For | For |
| 1.4 | Elect Director Ellen McClain | Management | For | For |
| 1.5 | Elect Director Max H. Mitchell | Management | For | For |
| 1.6 | Elect Director Aaron W. Saak | Management | For | For |
| 1.7 | Elect Director John S. Stroup | Management | For | For |
| 1.8 | Elect Director James L. L. Tullis | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CROCS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: CROX
SECURITY ID: 227046109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Smach | Management | For | For |
| 1.2 | Elect Director Beth J. Kaplan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CROSS COUNTRY HEALTHCARE, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CCRN
SECURITY ID: 227483104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin C. Clark | Management | For | For |
| 1b | Elect Director Dwayne Allen | Management | For | For |
| 1c | Elect Director Venkat Bhamidipati | Management | For | For |
| 1d | Elect Director W. Larry Cash | Management | For | For |
| 1e | Elect Director Gale Fitzgerald | Management | For | For |
| 1f | Elect Director John A. Martins | Management | For | For |
| 1g | Elect Director Janice E. Nevin | Management | For | For |
| 1h | Elect Director Mark Perlberg | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CSG SYSTEMS INTERNATIONAL, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CSGS
SECURITY ID: 126349109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rachel A. Barger | Management | For | For |
| 1b | Elect Director David G. Barnes | Management | For | For |
| 1c | Elect Director Rajan Naik | Management | For | For |
| 1d | Elect Director Haiyan Song | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Charter to Permit the Exculpation of Officers Consistent with Changes to Delaware General Corporation Law | Management | For | For |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| CTS CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: CTS
SECURITY ID: 126501105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Costello | Management | For | For |
| 1b | Elect Director William S. Johnson | Management | For | For |
| 1c | Elect Director Kieran M. O'Sullivan | Management | For | For |
| 1d | Elect Director Robert A. Profusek | Management | For | For |
| 1e | Elect Director Randy L. Stone | Management | For | For |
| 1f | Elect Director Alfonso G. Zulueta | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditor | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| CUBESMART
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: CUBE
SECURITY ID: 229663109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Piero Bussani | Management | For | For |
| 1.2 | Elect Director Jit Kee Chin | Management | For | For |
| 1.3 | Elect Director Dorothy Dowling | Management | For | For |
| 1.4 | Elect Director John W. Fain | Management | For | For |
| 1.5 | Elect Director Jair K. Lynch | Management | For | For |
| 1.6 | Elect Director Christopher P. Marr | Management | For | For |
| 1.7 | Elect Director Deborah Rather Salzberg | Management | For | For |
| 1.8 | Elect Director John F. Remondi | Management | For | For |
| 1.9 | Elect Director Jeffrey F. Rogatz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CURTISS-WRIGHT CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CW
SECURITY ID: 231561101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lynn M. Bamford | Management | For | For |
| 1.2 | Elect Director Dean M. Flatt | Management | For | For |
| 1.3 | Elect Director S. Marce Fuller | Management | For | For |
| 1.4 | Elect Director Bruce D. Hoechner | Management | For | For |
| 1.5 | Elect Director Glenda J. Minor | Management | For | For |
| 1.6 | Elect Director Anthony J. Moraco | Management | For | For |
| 1.7 | Elect Director William F. Moran | Management | For | For |
| 1.8 | Elect Director Robert J. Rivet | Management | For | For |
| 1.9 | Elect Director Peter C. Wallace | Management | For | For |
| 1.10 | Elect Director Larry D. Wyche | 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 |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CVB FINANCIAL CORP.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CVBF
SECURITY ID: 126600105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Borba, Jr. | Management | For | For |
| 1.2 | Elect Director David A. Brager | Management | For | For |
| 1.3 | Elect Director Stephen A. Del Guercio | Management | For | For |
| 1.4 | Elect Director Anna Kan | Management | For | For |
| 1.5 | Elect Director Jane Olvera Majors | Management | For | For |
| 1.6 | Elect Director Raymond V. O'Brien, III | Management | For | For |
| 1.7 | Elect Director Hal W. Oswalt | Management | For | For |
| 1.8 | Elect Director Kimberly Sheehy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| CVR ENERGY, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: CVI
SECURITY ID: 12662P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jaffrey (Jay) A. Firestone | Management | For | For |
| 1.2 | Elect Director Hunter C. Gary | Management | For | Withhold |
| 1.3 | Elect Director David L. Lamp | Management | For | Withhold |
| 1.4 | Elect Director Stephen Mongillo | Management | For | For |
| 1.5 | Elect Director Ted Papapostolou | Management | For | Withhold |
| 1.6 | Elect Director James M. Strock | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CYTOKINETICS, INCORPORATED
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CYTK
SECURITY ID: 23282W605
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward M. Kaye | Management | For | For |
| 1b | Elect Director Wendell Wierenga | Management | For | For |
| 1c | Elect Director Nancy J. Wysenski | Management | For | For |
| 2 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Directors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Senior Officers | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DAVITA INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: DVA
SECURITY ID: 23918K108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela M. Arway | Management | For | For |
| 1b | Elect Director Charles G. Berg | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director Jason M. Hollar | Management | For | For |
| 1e | Elect Director Gregory J. Moore | Management | For | For |
| 1f | Elect Director John M. Nehra | Management | For | For |
| 1g | Elect Director Javier J. Rodriguez | Management | For | For |
| 1h | Elect Director Adam H. Schechter | Management | For | For |
| 1i | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| DECIPHERA PHARMACEUTICALS, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: DCPH
SECURITY ID: 24344T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia L. Allen | Management | For | For |
| 1.2 | Elect Director Edward J. Benz, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Dennis L. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DECKERS OUTDOOR CORPORATION
MEETING DATE: SEP 12, 2022 |
||||
|
TICKER: DECK
SECURITY ID: 243537107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael F. Devine, III | Management | For | For |
| 1.2 | Elect Director David A. Burwick | Management | For | For |
| 1.3 | Elect Director Nelson C. Chan | Management | For | For |
| 1.4 | Elect Director Cynthia (Cindy) L. Davis | Management | For | For |
| 1.5 | Elect Director Juan R. Figuereo | Management | For | For |
| 1.6 | Elect Director Maha S. Ibrahim | Management | For | For |
| 1.7 | Elect Director Victor Luis | Management | For | For |
| 1.8 | Elect Director Dave Powers | Management | For | For |
| 1.9 | Elect Director Lauri M. Shanahan | Management | For | For |
| 1.10 | Elect Director Bonita C. Stewart | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DELEK US HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: DK
SECURITY ID: 24665A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ezra Uzi Yemin | Management | For | For |
| 1b | Elect Director Avigal Soreq | Management | For | For |
| 1c | Elect Director William J. Finnerty | Management | For | For |
| 1d | Elect Director Richard J. Marcogliese | Management | For | For |
| 1e | Elect Director Leonardo Moreno | Management | For | For |
| 1f | Elect Director Gary M. Sullivan, Jr. | Management | For | For |
| 1g | Elect Director Vicky Sutil | Management | For | For |
| 1h | Elect Director Laurie Z. Tolson | Management | For | For |
| 1i | Elect Director Shlomo Zohar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| DELL TECHNOLOGIES INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: DELL
SECURITY ID: 24703L202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | Withhold |
| 1.2 | Elect Director David W. Dorman | Management | For | Withhold |
| 1.3 | Elect Director Egon Durban | Management | For | Withhold |
| 1.4 | Elect Director David Grain | Management | For | For |
| 1.5 | Elect Director William D. Green | Management | For | For |
| 1.6 | Elect Director Simon Patterson | Management | For | For |
| 1.7 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.8 | Elect Director Ellen J. Kullman | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| DICK'S SPORTING GOODS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: DKS
SECURITY ID: 253393102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark J. Barrenechea | Management | For | For |
| 1b | Elect Director Emanuel Chirico | Management | For | For |
| 1c | Elect Director William J. Colombo | Management | For | Withhold |
| 1d | Elect Director Anne Fink | Management | For | For |
| 1e | Elect Director Larry Fitzgerald, Jr. | Management | For | Withhold |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Sandeep Mathrani | Management | For | For |
| 1h | Elect Director Desiree Ralls-Morrison | Management | For | Withhold |
| 1i | Elect Director Lawrence J. Schorr | Management | For | Withhold |
| 1j | Elect Director Edward W. Stack | Management | For | For |
| 1k | Elect Director Larry D. Stone | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | Against |
| DILLARD'S, INC.
MEETING DATE: MAY 20, 2023 |
||||
|
TICKER: DDS
SECURITY ID: 254067101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James I. Freeman | Management | For | For |
| 1b | Elect Director Rob C. Holmes | Management | For | For |
| 1c | Elect Director Reynie Rutledge | Management | For | For |
| 1d | Elect Director J.C. Watts, Jr. | Management | For | For |
| 1e | Elect Director Nick White | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| DIME COMMUNITY BANCSHARES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: DCOM
SECURITY ID: 25432X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Mahon | Management | For | For |
| 1.2 | Elect Director Dennis A. Suskind | Management | For | For |
| 1.3 | Elect Director Paul M. Aguggia | Management | For | For |
| 1.4 | Elect Director Rosemarie Chen | Management | For | For |
| 1.5 | Elect Director Michael P. Devine | Management | For | For |
| 1.6 | Elect Director Marcia Z. Hefter | Management | For | For |
| 1.7 | Elect Director Matthew A. Lindenbaum | Management | For | For |
| 1.8 | Elect Director Albert E. McCoy, Jr. | Management | For | For |
| 1.9 | Elect Director Raymond A. Nielsen | Management | For | For |
| 1.10 | Elect Director Kevin M. O'Connor | Management | For | For |
| 1.11 | Elect Director Joseph J. Perry | Management | For | For |
| 1.12 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DIODES INCORPORATED
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: DIOD
SECURITY ID: 254543101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth (Beth) Bull | Management | For | For |
| 1.2 | Elect Director Angie Chen Button | Management | For | For |
| 1.3 | Elect Director Warren Chen | Management | For | For |
| 1.4 | Elect Director Michael R. Giordano | Management | For | For |
| 1.5 | Elect Director Keh-Shew Lu | Management | For | For |
| 1.6 | Elect Director Peter M. Menard | Management | For | For |
| 1.7 | Elect Director Christina Wen-Chi Sung | Management | For | For |
| 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 Moss Adams LLP as Auditors | Management | For | For |
| DOCGO, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: DCGO
SECURITY ID: 256086109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vina Leite | Management | For | For |
| 1.2 | Elect Director James M. Travers | Management | For | For |
| 2 | Ratify Urish Popeck & Co. LLC as Auditors | Management | For | For |
| DOLBY LABORATORIES, INC.
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: DLB
SECURITY ID: 25659T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin Yeaman | Management | For | For |
| 1.2 | Elect Director Peter Gotcher | Management | For | Withhold |
| 1.3 | Elect Director Micheline Chau | Management | For | For |
| 1.4 | Elect Director David Dolby | Management | For | Withhold |
| 1.5 | Elect Director Tony Prophet | Management | For | Withhold |
| 1.6 | Elect Director Emily Rollins | Management | For | For |
| 1.7 | Elect Director Simon Segars | Management | For | Withhold |
| 1.8 | Elect Director Anjali Sud | Management | For | For |
| 1.9 | Elect Director Avadis Tevanian, Jr. | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| DONALDSON COMPANY, INC.
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: DCI
SECURITY ID: 257651109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas A. Milroy | Management | For | For |
| 1.2 | Elect Director Willard D. Oberton | Management | For | For |
| 1.3 | Elect Director Richard M. Olson | Management | For | For |
| 1.4 | Elect Director Jacinth C. Smiley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DORMAN PRODUCTS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: DORM
SECURITY ID: 258278100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Steven L. Berman | Management | For | For |
| 1B | Elect Director Kevin M. Olsen | Management | For | For |
| 1C | Elect Director Lisa M. Bachmann | Management | For | For |
| 1D | Elect Director John J. Gavin | Management | For | For |
| 1E | Elect Director Richard T. Riley | Management | For | For |
| 1F | Elect Director Kelly A. Romano | Management | For | For |
| 1G | Elect Director G. Michael Stakias | Management | For | For |
| 1H | Elect Director J. Darrell Thomas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| DOUBLEVERIFY HOLDINGS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DV
SECURITY ID: 25862V105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Davis Noell | Management | For | For |
| 1.2 | Elect Director Lucy Stamell Dobrin | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DROPBOX, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: DBX
SECURITY ID: 26210C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.2 | Elect Director Donald W. Blair | Management | For | For |
| 1.3 | Elect Director Lisa Campbell | Management | For | Withhold |
| 1.4 | Elect Director Paul E. Jacobs | Management | For | Withhold |
| 1.5 | Elect Director Sara Mathew | Management | For | For |
| 1.6 | Elect Director Abhay Parasnis | Management | For | For |
| 1.7 | Elect Director Karen Peacock | Management | For | For |
| 1.8 | Elect Director Michael Seibel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DT MIDSTREAM, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: DTM
SECURITY ID: 23345M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Tumminello | Management | For | For |
| 1.2 | Elect Director Dwayne Wilson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DXC TECHNOLOGY COMPANY
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: DXC
SECURITY ID: 23355L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mukesh Aghi | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director David A. Barnes | Management | For | For |
| 1d | Elect Director Raul J. Fernandez | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director Dawn Rogers | Management | For | For |
| 1g | Elect Director Michael J. Salvino | Management | For | For |
| 1h | Elect Director Carrie W. Teffner | Management | For | For |
| 1i | Elect Director Akihiko Washington | Management | For | For |
| 1j | Elect Director Robert F. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EAGLE MATERIALS INC.
MEETING DATE: AUG 05, 2022 |
||||
|
TICKER: EXP
SECURITY ID: 26969P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George J. Damiris | Management | For | For |
| 1b | Elect Director Martin M. Ellen | Management | For | For |
| 1c | Elect Director David B. Powers | 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 |
| EAGLE PHARMACEUTICALS, INC.
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: EGRX
SECURITY ID: 269796108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Tarriff | Management | For | Withhold |
| 1.2 | Elect Director Jennifer K. Simpson | Management | For | Withhold |
| 1.3 | Elect Director Luciana Borio | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EAST WEST BANCORP, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: EWBC
SECURITY ID: 27579R104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Manuel P. Alvarez | Management | For | For |
| 1.2 | Elect Director Molly Campbell | Management | For | For |
| 1.3 | Elect Director Archana Deskus | Management | For | For |
| 1.4 | Elect Director Serge Dumont | Management | For | For |
| 1.5 | Elect Director Rudolph I. Estrada | Management | For | For |
| 1.6 | Elect Director Paul H. Irving | Management | For | For |
| 1.7 | Elect Director Sabrina Kay | Management | For | For |
| 1.8 | Elect Director Jack C. Liu | Management | For | For |
| 1.9 | Elect Director Dominic Ng | Management | For | For |
| 1.10 | Elect Director Lester M. Sussman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| EASTGROUP PROPERTIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EGP
SECURITY ID: 277276101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director D. Pike Aloian | Management | For | For |
| 1b | Elect Director H. Eric Bolton, Jr. | Management | For | For |
| 1c | Elect Director Donald F. Colleran | Management | For | For |
| 1d | Elect Director David M. Fields | Management | For | For |
| 1e | Elect Director Marshall A. Loeb | Management | For | For |
| 1f | Elect Director Mary E. McCormick | Management | For | For |
| 1g | Elect Director Katherine M. Sandstrom | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| EMCOR GROUP, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EME
SECURITY ID: 29084Q100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John W. Altmeyer | Management | For | For |
| 1b | Elect Director Anthony J. Guzzi | Management | For | For |
| 1c | Elect Director Ronald L. Johnson | Management | For | For |
| 1d | Elect Director Carol P. Lowe | Management | For | For |
| 1e | Elect Director M. Kevin McEvoy | Management | For | For |
| 1f | Elect Director William P. Reid | Management | For | For |
| 1g | Elect Director Steven B. Schwarzwaelder | Management | For | For |
| 1h | Elect Director Robin Walker-Lee | Management | For | For |
| 1i | Elect Director Rebecca Ann Weyenberg | 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 | Change Range for Size of the Board | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Claims | Management | For | For |
| 7 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| EMPLOYERS HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EIG
SECURITY ID: 292218104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Katherine H. Antonello | Management | For | For |
| 1.2 | Elect Director Joao (John) M. de Figueiredo | Management | For | For |
| 1.3 | Elect Director Prasanna G. Dhore | Management | For | For |
| 1.4 | Elect Director Barbara A. Higgins | Management | For | For |
| 1.5 | Elect Director James R. Kroner | Management | For | For |
| 1.6 | Elect Director Michael J. McColgan | Management | For | For |
| 1.7 | Elect Director Michael J. McSally | Management | For | For |
| 1.8 | Elect Director Jeanne L. Mockard | Management | For | For |
| 1.9 | Elect Director Alejandro (Alex) Perez-Tenessa | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ENACT HOLDINGS, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: ACT
SECURITY ID: 29249E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dominic J. Addesso | Management | For | For |
| 1.2 | Elect Director Michael A. Bless | Management | For | For |
| 1.3 | Elect Director John D. Fisk | Management | For | For |
| 1.4 | Elect Director Rohit Gupta | Management | For | For |
| 1.5 | Elect Director Sheila Hooda | Management | For | For |
| 1.6 | Elect Director Thomas J. McInerney | Management | For | Withhold |
| 1.7 | Elect Director Robert P. Restrepo Jr. | Management | For | For |
| 1.8 | Elect Director Debra W. Still | Management | For | For |
| 1.9 | Elect Director Westley V. Thompson | Management | For | For |
| 1.10 | Elect Director Jerome T. Upton | Management | For | For |
| 1.11 | Elect Director Anne G. Waleski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ENCOMPASS HEALTH CORPORATION
MEETING DATE: MAY 04, 2023 |
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|
TICKER: EHC
SECURITY ID: 29261A100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Greg D. Carmichael | Management | For | For |
| 1b | Elect Director John W. Chidsey | Management | For | For |
| 1c | Elect Director Donald L. Correll | Management | For | For |
| 1d | Elect Director Joan E. Herman | Management | For | For |
| 1e | Elect Director Leslye G. Katz | Management | For | For |
| 1f | Elect Director Patricia A. Maryland | Management | For | For |
| 1g | Elect Director Kevin J. O'Connor | Management | For | For |
| 1h | Elect Director Christopher R. Reidy | Management | For | For |
| 1i | Elect Director Nancy M. Schlichting | Management | For | For |
| 1j | Elect Director Mark J. Tarr | Management | For | For |
| 1k | Elect Director Terrance Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENCORE WIRE CORPORATION
MEETING DATE: MAY 02, 2023 |
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|
TICKER: WIRE
SECURITY ID: 292562105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel L. Jones | Management | For | For |
| 1.2 | Elect Director Gina A. Norris | Management | For | For |
| 1.3 | Elect Director William R. Thomas | Management | For | For |
| 1.4 | Elect Director W. Kelvin Walker | Management | For | For |
| 1.5 | Elect Director Scott D. Weaver | Management | For | For |
| 1.6 | Elect Director John H. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ENNIS, INC.
MEETING DATE: JUL 14, 2022 |
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|
TICKER: EBF
SECURITY ID: 293389102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John R. Blind | Management | For | For |
| 1.2 | Elect Director Barbara T. Clemens | Management | For | For |
| 1.3 | Elect Director Michael J. Schaefer | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Other Business | Management | For | Against |
| ENOVA INTERNATIONAL, INC.
MEETING DATE: MAY 10, 2023 |
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|
TICKER: ENVA
SECURITY ID: 29357K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ellen Carnahan | Management | For | For |
| 1b | Elect Director Daniel R. Feehan | Management | For | For |
| 1c | Elect Director David Fisher | Management | For | For |
| 1d | Elect Director William M. Goodyear | Management | For | For |
| 1e | Elect Director James A. Gray | Management | For | For |
| 1f | Elect Director Gregg A. Kaplan | Management | For | For |
| 1g | Elect Director Mark P. McGowan | Management | For | For |
| 1h | Elect Director Linda Johnson Rice | Management | For | For |
| 1i | Elect Director Mark A. Tebbe | 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 |
| ENTERPRISE FINANCIAL SERVICES CORP
MEETING DATE: MAY 10, 2023 |
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|
TICKER: EFSC
SECURITY ID: 293712105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lyne B. Andrich | Management | For | For |
| 1.2 | Elect Director Michael A. DeCola | Management | For | For |
| 1.3 | Elect Director Robert E. Guest, Jr. | Management | For | For |
| 1.4 | Elect Director James M. Havel | Management | For | For |
| 1.5 | Elect Director Michael R. Holmes | Management | For | For |
| 1.6 | Elect Director Nevada A. Kent, IV | Management | For | For |
| 1.7 | Elect Director James B. Lally | Management | For | For |
| 1.8 | Elect Director Marcela Manjarrez | Management | For | For |
| 1.9 | Elect Director Stephen P. Marsh | Management | For | For |
| 1.10 | Elect Director Daniel A. Rodrigues | Management | For | For |
| 1.11 | Elect Director Richard M. Sanborn | Management | For | For |
| 1.12 | Elect Director Eloise E. Schmitz | Management | For | For |
| 1.13 | Elect Director Sandra A. Van Trease | Management | For | For |
| 1.14 | Elect Director Lina A. Young | 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 | Amend Outside Director Stock Awards in Lieu of Cash | Management | For | For |
| EPLUS INC.
MEETING DATE: SEP 15, 2022 |
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|
TICKER: PLUS
SECURITY ID: 294268107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce M. Bowen | Management | For | For |
| 1.2 | Elect Director John E. Callies | Management | For | For |
| 1.3 | Elect Director C. Thomas Faulders, III | Management | For | For |
| 1.4 | Elect Director Eric D. Hovde | Management | For | For |
| 1.5 | Elect Director Ira A. Hunt, III | Management | For | For |
| 1.6 | Elect Director Mark P. Marron | Management | For | For |
| 1.7 | Elect Director Maureen F. Morrison | Management | For | For |
| 1.8 | Elect Director Ben Xiang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EQT CORPORATION
MEETING DATE: APR 19, 2023 |
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|
TICKER: EQT
SECURITY ID: 26884L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EQUITY COMMONWEALTH
MEETING DATE: JUN 13, 2023 |
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|
TICKER: EQC
SECURITY ID: 294628102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sam Zell *Withdrawn Resolution* | Management | None | None |
| 1.2 | Elect Director Ellen-Blair Chube | Management | For | For |
| 1.3 | Elect Director Martin L. Edelman | Management | For | For |
| 1.4 | Elect Director David A. Helfand | Management | For | For |
| 1.5 | Elect Director Peter Linneman | Management | For | For |
| 1.6 | Elect Director Mary Jane Robertson | Management | For | For |
| 1.7 | Elect Director Gerald A. Spector | Management | For | For |
| 1.8 | Elect Director James A. Star | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE: APR 25, 2023 |
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|
TICKER: ELS
SECURITY ID: 29472R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Berkenfield | Management | For | For |
| 1.2 | Elect Director Derrick Burks | Management | For | For |
| 1.3 | Elect Director Philip Calian | Management | For | For |
| 1.4 | Elect Director David Contis | Management | For | Withhold |
| 1.5 | Elect Director Constance Freedman | Management | For | For |
| 1.6 | Elect Director Thomas Heneghan | Management | For | For |
| 1.7 | Elect Director Marguerite Nader | Management | For | For |
| 1.8 | Elect Director Scott Peppet | Management | For | For |
| 1.9 | Elect Director Sheli Rosenberg | Management | For | For |
| 1.10 | Elect Director Samuel Zell | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ESAB CORPORATION
MEETING DATE: MAY 11, 2023 |
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|
TICKER: ESAB
SECURITY ID: 29605J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mitchell P. Rales | Management | For | For |
| 1b | Elect Director Stephanie M. Phillipps | Management | For | For |
| 1c | Elect Director Didier Teirlinck | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ESSENT GROUP LTD.
MEETING DATE: MAY 02, 2023 |
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|
TICKER: ESNT
SECURITY ID: G3198U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Casale | Management | For | For |
| 1.2 | Elect Director Douglas J. Pauls | Management | For | For |
| 1.3 | Elect Director William Spiegel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ESSENTIAL PROPERTIES REALTY TRUST, INC.
MEETING DATE: MAY 15, 2023 |
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|
TICKER: EPRT
SECURITY ID: 29670E107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul T. Bossidy | Management | For | For |
| 1.2 | Elect Director Joyce DeLucca | Management | For | For |
| 1.3 | Elect Director Scott A. Estes | Management | For | For |
| 1.4 | Elect Director Peter M. Mavoides | Management | For | For |
| 1.5 | Elect Director Lawrence J. Minich | Management | For | For |
| 1.6 | Elect Director Heather L. Neary | Management | For | For |
| 1.7 | Elect Director Stephen D. Sautel | Management | For | For |
| 1.8 | Elect Director Janaki Sivanesan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ETHAN ALLEN INTERIORS INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ETD
SECURITY ID: 297602104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Farooq Kathwari | Management | For | For |
| 1b | Elect Director Maria Eugenia Casar | Management | For | For |
| 1c | Elect Director John Clark | Management | For | For |
| 1d | Elect Director John J. Dooner, Jr. | Management | For | For |
| 1e | Elect Director David M. Sable | Management | For | For |
| 1f | Elect Director Tara I. Stacom | Management | For | For |
| 1g | Elect Director Cynthia Ekberg Tsai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify CohnReznick LLP as Auditors | Management | For | For |
| EURONET WORLDWIDE, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: EEFT
SECURITY ID: 298736109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ligia Torres Fentanes | Management | For | For |
| 1.2 | Elect Director Andrzej Olechowski | 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 |
| EVERCORE INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: EVR
SECURITY ID: 29977A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Roger C. Altman | Management | For | For |
| 1b | Elect Director Richard I. Beattie | Management | For | For |
| 1c | Elect Director Pamela G. Carlton | Management | For | For |
| 1d | Elect Director Ellen V. Futter | Management | For | For |
| 1e | Elect Director Gail B. Harris | Management | For | For |
| 1f | Elect Director Robert B. Millard | Management | For | For |
| 1g | Elect Director Willard J. Overlock, Jr. | Management | For | For |
| 1h | Elect Director Simon M. Robertson | Management | For | For |
| 1i | Elect Director John S. Weinberg | Management | For | For |
| 1j | Elect Director William J. Wheeler | Management | For | For |
| 1k | Elect Director Sarah K. Williamson | 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 |
| EVERTEC, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: EVTC
SECURITY ID: 30040P103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frank G. D'Angelo | Management | For | For |
| 1b | Elect Director Morgan M. Schuessler, Jr. | Management | For | For |
| 1c | Elect Director Kelly Barrett | Management | For | For |
| 1d | Elect Director Olga Botero | Management | For | For |
| 1e | Elect Director Jorge A. Junquera | Management | For | For |
| 1f | Elect Director Ivan Pagan | Management | For | For |
| 1g | Elect Director Aldo J. Polak | Management | For | For |
| 1h | Elect Director Alan H. Schumacher | Management | For | For |
| 1i | Elect Director Brian J. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation | Management | For | For |
| EXELIXIS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: EXEL
SECURITY ID: 30161Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1a | Elect Management Nominee Director Maria C. Freire | Management | For | Did Not Vote |
| 1b | Elect Management Nominee Director Alan M. Garber | Management | For | Did Not Vote |
| 1c | Elect Management Nominee Director Michael M. Morrissey | Management | For | Did Not Vote |
| 1d | Elect Management Nominee Director Stelios Papadopoulos | Management | For | Did Not Vote |
| 1e | Elect Management Nominee Director George Poste | Management | For | Did Not Vote |
| 1f | Elect Management Nominee Director Julie Anne Smith | Management | For | Did Not Vote |
| 1g | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 1h | Elect Management Nominee Director Jacqueline Wright | Management | For | Did Not Vote |
| 1i | Elect Management Nominee Director Jack L. Wyszomierski | Management | For | Did Not Vote |
| 1j | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | Did Not Vote |
| 1k | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | Did Not Vote |
| 1l | Elect Opposition Nominee Director David E. Johnson | Shareholder | None | Did Not Vote |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1.1 | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | For |
| 1.2 | Elect Opposition Nominee Director David E. Johnson | Shareholder | For | For |
| 1.3 | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | For |
| 1.4 | Elect Management Nominee Director Maria C. Freire | Management | None | For |
| 1.5 | Elect Management Nominee Director Alan M. Garber | Management | None | For |
| 1.6 | Elect Management Nominee Director Michael M. Morrissey | Management | None | For |
| 1.7 | Elect Management Nominee Director Stelios Papadopoulos | Management | None | For |
| 1.8 | Elect Management Nominee Director George Poste | Management | None | For |
| 1.9 | Elect Management Nominee Director Julie Anne Smith | Management | None | For |
| 1.10 | Elect Management Nominee Director Jacqueline Wright | Management | None | For |
| 1.11 | Elect Management Nominee Director Jack L. Wyszomierski | Management | None | For |
| 1.12 | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXLSERVICE HOLDINGS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: EXLS
SECURITY ID: 302081104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vikram Pandit | Management | For | For |
| 1b | Elect Director Rohit Kapoor | Management | For | For |
| 1c | Elect Director Andreas Fibig | Management | For | For |
| 1d | Elect Director Som Mittal | Management | For | For |
| 1e | Elect Director Kristy Pipes | Management | For | For |
| 1f | Elect Director Nitin Sahney | Management | For | For |
| 1g | Elect Director Jaynie Studenmund | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Forward Stock Split | Management | For | For |
| 6 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| EXPONENT, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: EXPO
SECURITY ID: 30214U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George H. Brown | Management | For | For |
| 1.2 | Elect Director Catherine Ford Corrigan | Management | For | For |
| 1.3 | Elect Director Paul R. Johnston | Management | For | For |
| 1.4 | Elect Director Carol Lindstrom | Management | For | For |
| 1.5 | Elect Director Karen A. Richardson | Management | For | For |
| 1.6 | Elect Director Debra L. Zumwalt | 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 |
| F.N.B. CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: FNB
SECURITY ID: 302520101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela A. Bena | Management | For | For |
| 1.2 | Elect Director William B. Campbell | Management | For | For |
| 1.3 | Elect Director James D. Chiafullo | Management | For | For |
| 1.4 | Elect Director Vincent J. Delie, Jr. | Management | For | For |
| 1.5 | Elect Director Mary Jo Dively | Management | For | For |
| 1.6 | Elect Director David J. Malone | Management | For | For |
| 1.7 | Elect Director Frank C. Mencini | Management | For | For |
| 1.8 | Elect Director David L. Motley | Management | For | For |
| 1.9 | Elect Director Heidi A. Nicholas | Management | For | For |
| 1.10 | Elect Director John S. Stanik | Management | For | For |
| 1.11 | Elect Director William J. Strimbu | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FABRINET
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: FN
SECURITY ID: G3323L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Homa Bahrami | Management | For | For |
| 1.2 | Elect Director Darlene S. Knight | Management | For | For |
| 1.3 | Elect Director Rollance E. Olson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers ABAS Ltd. as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FEDERAL REALTY INVESTMENT TRUST
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: FRT
SECURITY ID: 313745101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David W. Faeder | Management | For | For |
| 1.2 | Elect Director Elizabeth I. Holland | Management | For | For |
| 1.3 | Elect Director Nicole Y. Lamb-Hale | Management | For | For |
| 1.4 | Elect Director Thomas A. McEachin | Management | For | For |
| 1.5 | Elect Director Anthony P. Nader, III | Management | For | For |
| 1.6 | Elect Director Gail P. Steinel | Management | For | For |
| 1.7 | Elect Director Donald C. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify Grant Thornton, LLP as Auditors | Management | For | For |
| FEDERAL SIGNAL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FSS
SECURITY ID: 313855108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene J. Lowe, III | Management | For | For |
| 1.2 | Elect Director Dennis J. Martin | Management | For | For |
| 1.3 | Elect Director Bill Owens | Management | For | For |
| 1.4 | Elect Director Shashank Patel | Management | For | For |
| 1.5 | Elect Director Brenda L. Reichelderfer | Management | For | For |
| 1.6 | Elect Director Jennifer L. Sherman | Management | For | For |
| 1.7 | Elect Director John L. Workman | 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 |
| FIDELITY NATIONAL FINANCIAL, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: FNF
SECURITY ID: 31620R303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William P. Foley, II | Management | For | For |
| 1.2 | Elect Director Douglas K. Ammerman | Management | For | For |
| 1.3 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.4 | Elect Director Peter O. Shea, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FIRST BANCORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: FBP
SECURITY ID: 318672706
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Juan Acosta Reboyras | Management | For | For |
| 1b | Elect Director Aurelio Aleman | Management | For | For |
| 1c | Elect Director Luz A. Crespo | Management | For | For |
| 1d | Elect Director Tracey Dedrick | Management | For | For |
| 1e | Elect Director Patricia M. Eaves | Management | For | For |
| 1f | Elect Director Daniel E. Frye | Management | For | For |
| 1g | Elect Director John A. Heffern | Management | For | For |
| 1h | Elect Director Roberto R. Herencia | Management | For | For |
| 1i | Elect Director Felix M. Villamil | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| FIRST CITIZENS BANCSHARES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FCNCA
SECURITY ID: 31946M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen R. Alemany | Management | For | For |
| 1.2 | Elect Director John M. Alexander, Jr. | Management | For | For |
| 1.3 | Elect Director Victor E. Bell, III | Management | For | Withhold |
| 1.4 | Elect Director Peter M. Bristow | Management | For | For |
| 1.5 | Elect Director Hope H. Bryant | Management | For | For |
| 1.6 | Elect Director Michael A. Carpenter | Management | For | For |
| 1.7 | Elect Director H. Lee Durham, Jr. | Management | For | Withhold |
| 1.8 | Elect Director Eugene Flood, Jr. | Management | For | For |
| 1.9 | Elect Director Frank B. Holding, Jr. | Management | For | For |
| 1.10 | Elect Director Robert R. Hoppe | Management | For | For |
| 1.11 | Elect Director Floyd L. Keels | Management | For | For |
| 1.12 | Elect Director Robert E. Mason, IV | Management | For | Withhold |
| 1.13 | Elect Director Robert T. Newcomb | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Increase Authorized Preferred Stock | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 7 | Ratify KPMG LLP as Auditors | Management | For | For |
| FIRST FINANCIAL CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: THFF
SECURITY ID: 320218100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark J. Blade | Management | For | For |
| 1.2 | Elect Director Gregory L. Gibson | Management | For | For |
| 1.3 | Elect Director Norman D. Lowery | Management | For | For |
| 1.4 | Elect Director Paul J. Pierson | Management | For | For |
| 1.5 | Elect Director Richard J. Shagley | 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 Crowe LLP as Auditors | Management | For | For |
| FIRST INDUSTRIAL REALTY TRUST, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: FR
SECURITY ID: 32054K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter E. Baccile | Management | For | For |
| 1.2 | Elect Director Teresa Bryce Bazemore | Management | For | For |
| 1.3 | Elect Director Matthew S. Dominski | Management | For | For |
| 1.4 | Elect Director H. Patrick Hackett, Jr. | Management | For | For |
| 1.5 | Elect Director Denise A. Olsen | Management | For | For |
| 1.6 | Elect Director John E. Rau | Management | For | For |
| 1.7 | Elect Director Marcus L. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FIRST MERCHANTS CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: FRME
SECURITY ID: 320817109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan W. Brooks | Management | For | Withhold |
| 1.2 | Elect Director Mung Chiang | Management | For | For |
| 1.3 | Elect Director Patrick J. Fehring | Management | For | Withhold |
| 1.4 | Elect Director Michael J. Fisher | Management | For | Withhold |
| 1.5 | Elect Director Kevin D. Johnson | Management | For | For |
| 1.6 | Elect Director Gary J. Lehman | Management | For | Withhold |
| 1.7 | Elect Director Jason R. Sondhi | Management | For | For |
| 1.8 | Elect Director Jean L. Wojtowicz | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| FIRSTCASH HOLDINGS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FCFS
SECURITY ID: 33768G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel E. Berce | Management | For | For |
| 1b | Elect Director Mikel D. Faulkner | Management | For | For |
| 1c | Elect Director Randel G. Owen | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIVE BELOW, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: FIVE
SECURITY ID: 33829M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel D. Anderson | Management | For | For |
| 1b | Elect Director Kathleen S. Barclay | Management | For | For |
| 1c | Elect Director Thomas M. Ryan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Limit the Liability of Officers | Management | For | For |
| 5 | Amend Bylaws to Amend the Limitation of Liability of Directors Provision | Management | For | For |
| FLOWERS FOODS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: FLO
SECURITY ID: 343498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George E. Deese | Management | For | For |
| 1b | Elect Director Edward J. Casey, Jr. | Management | For | For |
| 1c | Elect Director Thomas C. Chubb, III | Management | For | For |
| 1d | Elect Director Rhonda Gass | Management | For | For |
| 1e | Elect Director Margaret G. Lewis | Management | For | For |
| 1f | Elect Director W. Jameson McFadden | Management | For | For |
| 1g | Elect Director A. Ryals McMullian | Management | For | For |
| 1h | Elect Director James T. Spear | Management | For | For |
| 1i | Elect Director Melvin T. Stith | Management | For | For |
| 1j | Elect Director Terry S. Thomas | Management | For | For |
| 1k | Elect Director C. Martin Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FOOT LOCKER, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FL
SECURITY ID: 344849104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary N. Dillon | Management | For | For |
| 1b | Elect Director Virginia C. Drosos | Management | For | For |
| 1c | Elect Director Alan D. Feldman | Management | For | For |
| 1d | Elect Director Guillermo G. Marmol | Management | For | For |
| 1e | Elect Director Darlene Nicosia | Management | For | For |
| 1f | Elect Director Steven Oakland | Management | For | For |
| 1g | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1h | Elect Director Kimberly Underhill | Management | For | For |
| 1i | Elect Director Tristan Walker | Management | For | For |
| 1j | Elect Director Dona D. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| FORWARD AIR CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: FWRD
SECURITY ID: 349853101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald W. Allen | Management | For | For |
| 1.2 | Elect Director Ana B. Amicarella | Management | For | For |
| 1.3 | Elect Director Valerie A. Bonebrake | Management | For | For |
| 1.4 | Elect Director C. Robert Campbell | Management | For | For |
| 1.5 | Elect Director R. Craig Carlock | Management | For | For |
| 1.6 | Elect Director G. Michael Lynch | Management | For | For |
| 1.7 | Elect Director George S. Mayes, Jr. | Management | For | For |
| 1.8 | Elect Director Chitra Nayak | Management | For | For |
| 1.9 | Elect Director Scott M. Niswonger | Management | For | Withhold |
| 1.10 | Elect Director Javier Polit | Management | For | For |
| 1.11 | Elect Director Thomas Schmitt | Management | For | For |
| 1.12 | Elect Director Laurie A. Tucker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FOUR CORNERS PROPERTY TRUST, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: FCPT
SECURITY ID: 35086T109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William H. Lenehan | Management | For | For |
| 1b | Elect Director John S. Moody | Management | For | For |
| 1c | Elect Director Douglas B. Hansen | Management | For | For |
| 1d | Elect Director Charles L. Jemley | Management | For | For |
| 1e | Elect Director Barbara Jesuele | Management | For | For |
| 1f | Elect Director Marran H. Ogilvie | Management | For | For |
| 1g | Elect Director Toni Steele | Management | For | For |
| 1h | Elect Director Liz Tennican | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FRANKLIN ELECTRIC CO., INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: FELE
SECURITY ID: 353514102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Victor D. Grizzle | Management | For | For |
| 1b | Elect Director Alok Maskara | Management | For | For |
| 1c | Elect Director Thomas R. VerHage | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FRONTDOOR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: FTDR
SECURITY ID: 35905A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William C. Cobb | Management | For | For |
| 1b | Elect Director D. Steve Boland | Management | For | For |
| 1c | Elect Director Anna C. Catalano | Management | For | For |
| 1d | Elect Director Peter L. Cella | Management | For | For |
| 1e | Elect Director Christopher L. Clipper | Management | For | For |
| 1f | Elect Director Brian P. McAndrews | Management | For | For |
| 1g | Elect Director Liane J. Pelletier | 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 |
| FRONTIER COMMUNICATIONS PARENT, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FYBR
SECURITY ID: 35909D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin L. Beebe | Management | For | For |
| 1b | Elect Director Lisa V. Chang | Management | For | For |
| 1c | Elect Director Pamela L. Coe | Management | For | For |
| 1d | Elect Director Nick Jeffery | Management | For | For |
| 1e | Elect Director Stephen C. Pusey | Management | For | For |
| 1f | Elect Director Margaret M. Smyth | Management | For | For |
| 1g | Elect Director John G. Stratton | Management | For | For |
| 1h | Elect Director Maryann Turcke | Management | For | For |
| 1i | Elect Director Prat Vemana | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FTI CONSULTING, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: FCN
SECURITY ID: 302941109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda J. Bacon | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Elsy Boglioli | Management | For | For |
| 1d | Elect Director Claudio Costamagna | Management | For | For |
| 1e | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1f | Elect Director Steven H. Gunby | Management | For | For |
| 1g | Elect Director Gerard E. Holthaus | Management | For | For |
| 1h | Elect Director Stephen C. Robinson | Management | For | For |
| 1i | Elect Director Laureen E. Seeger | 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 |
| FULTON FINANCIAL CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: FULT
SECURITY ID: 360271100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Craighead Carey | Management | For | For |
| 1b | Elect Director Lisa Crutchfield | Management | For | For |
| 1c | Elect Director Denise L. Devine | Management | For | For |
| 1d | Elect Director Steven S. Etter | Management | For | For |
| 1e | Elect Director George K. Martin | Management | For | For |
| 1f | Elect Director James R. Moxley, III | Management | For | For |
| 1g | Elect Director Curtis J. Myers | Management | For | For |
| 1h | Elect Director Antoinette M. Pergolin | Management | For | For |
| 1i | Elect Director Scott A. Snyder | Management | For | For |
| 1j | Elect Director Ronald H. Spair | Management | For | For |
| 1k | Elect Director E. Philip Wenger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| GCM GROSVENOR INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: GCMG
SECURITY ID: 36831E108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Sacks | Management | For | Withhold |
| 1.2 | Elect Director Angela Blanton | Management | For | Withhold |
| 1.3 | Elect Director Francesca Cornelli | Management | For | Withhold |
| 1.4 | Elect Director Jonathan R. Levin | Management | For | Withhold |
| 1.5 | Elect Director Stephen Malkin | Management | For | Withhold |
| 1.6 | Elect Director Blythe Masters | Management | For | Withhold |
| 1.7 | Elect Director Samuel C. Scott, III | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| GENPACT LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: G
SECURITY ID: G3922B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director N.V. "Tiger" Tyagarajan | Management | For | For |
| 1.2 | Elect Director James Madden | Management | For | For |
| 1.3 | Elect Director Ajay Agrawal | Management | For | For |
| 1.4 | Elect Director Stacey Cartwright | Management | For | For |
| 1.5 | Elect Director Laura Conigliaro | Management | For | For |
| 1.6 | Elect Director Tamara Franklin | Management | For | For |
| 1.7 | Elect Director Carol Lindstrom | Management | For | For |
| 1.8 | Elect Director CeCelia Morken | Management | For | For |
| 1.9 | Elect Director Brian Stevens | Management | For | For |
| 1.10 | Elect Director Mark Verdi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG Assurance and Consulting Services LLP as Auditors | Management | For | For |
| GENTEX CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: GNTX
SECURITY ID: 371901109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Anderson | Management | For | For |
| 1.2 | Elect Director Leslie Brown | Management | For | For |
| 1.3 | Elect Director Garth Deur | Management | For | For |
| 1.4 | Elect Director Steve Downing | Management | For | For |
| 1.5 | Elect Director Gary Goode | Management | For | For |
| 1.6 | Elect Director Richard Schaum | Management | For | For |
| 1.7 | Elect Director Kathleen Starkoff | Management | For | For |
| 1.8 | Elect Director Brian Walker | Management | For | For |
| 1.9 | Elect Director Ling Zang | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| GENTHERM INCORPORATED
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: THRM
SECURITY ID: 37253A103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sophie Desormiere | Management | For | For |
| 1.2 | Elect Director Phillip M. Eyler | Management | For | For |
| 1.3 | Elect Director David Heinzmann | Management | For | For |
| 1.4 | Elect Director Ronald Hundzinski | Management | For | For |
| 1.5 | Elect Director Charles Kummeth | Management | For | For |
| 1.6 | Elect Director Betsy Meter | Management | For | For |
| 1.7 | Elect Director Byron Shaw, II | Management | For | For |
| 1.8 | Elect Director John Stacey | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| GENWORTH FINANCIAL, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: GNW
SECURITY ID: 37247D106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Kent Conrad | Management | For | For |
| 1b | Elect Director Karen E. Dyson | Management | For | For |
| 1c | Elect Director Jill R. Goodman | Management | For | For |
| 1d | Elect Director Melina E. Higgins | Management | For | For |
| 1e | Elect Director Thomas J. McInerney | Management | For | For |
| 1f | Elect Director Howard D. Mills, III | Management | For | For |
| 1g | Elect Director Robert P. Restrepo, Jr. | Management | For | For |
| 1h | Elect Director Elaine A. Sarsynski | Management | For | For |
| 1i | Elect Director Ramsey D. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| GETTY REALTY CORP.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: GTY
SECURITY ID: 374297109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher J. Constant | Management | For | For |
| 1b | Elect Director Milton Cooper | Management | For | For |
| 1c | Elect Director Philip E. Coviello | Management | For | For |
| 1d | Elect Director Evelyn Leon Infurna | Management | For | For |
| 1e | Elect Director Mary Lou Malanoski | Management | For | For |
| 1f | Elect Director Howard B. Safenowitz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| GLOBE LIFE INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: GL
SECURITY ID: 37959E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Linda L. Addison | Management | For | For |
| 1.2 | Elect Director Marilyn A. Alexander | Management | For | For |
| 1.3 | Elect Director Cheryl D. Alston | Management | For | For |
| 1.4 | Elect Director Mark A. Blinn | Management | For | For |
| 1.5 | Elect Director James P. Brannen | Management | For | For |
| 1.6 | Elect Director Jane Buchan | Management | For | For |
| 1.7 | Elect Director Alice S. Cho | Management | For | For |
| 1.8 | Elect Director J. Matthew Darden | Management | For | For |
| 1.9 | Elect Director Steven P. Johnson | Management | For | For |
| 1.10 | Elect Director David A. Rodriguez | Management | For | For |
| 1.11 | Elect Director Frank M. Svoboda | Management | For | For |
| 1.12 | Elect Director Mary E. Thigpen | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| GLOBUS MEDICAL, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: GMED
SECURITY ID: 379577208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| GLOBUS MEDICAL, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: GMED
SECURITY ID: 379577208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel T. Scavilla | Management | For | Withhold |
| 1b | Elect Director Robert Douglas | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GRACO INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: GGG
SECURITY ID: 384109104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee R. Mitau | Management | For | For |
| 1b | Elect Director Martha A. Morfitt | Management | For | For |
| 1c | Elect Director Mark W. Sheahan | Management | For | For |
| 1d | Elect Director Kevin J. Wheeler | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GRAHAM HOLDINGS COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: GHC
SECURITY ID: 384637104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tony Allen | Management | For | Withhold |
| 1.2 | Elect Director Danielle Conley | Management | For | For |
| 1.3 | Elect Director Christopher C. Davis | Management | For | Withhold |
| GRAND CANYON EDUCATION, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: LOPE
SECURITY ID: 38526M106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian E. Mueller | Management | For | For |
| 1.2 | Elect Director Sara R. Dial | Management | For | For |
| 1.3 | Elect Director Jack A. Henry | Management | For | For |
| 1.4 | Elect Director Lisa Graham Keegan | Management | For | For |
| 1.5 | Elect Director Chevy Humphrey | Management | For | For |
| 1.6 | Elect Director David M. Adame | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| GRAPHIC PACKAGING HOLDING COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: GPK
SECURITY ID: 388689101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael P. Doss | Management | For | For |
| 1.2 | Elect Director Dean A. Scarborough | Management | For | For |
| 1.3 | Elect Director Larry M. Venturelli | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GREAT SOUTHERN BANCORP, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: GSBC
SECURITY ID: 390905107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin R. Ausburn | Management | For | For |
| 1.2 | Elect Director Steven D. Edwards | Management | For | For |
| 1.3 | Elect Director Larry D. Frazier | Management | For | For |
| 1.4 | Elect Director Douglas M. Pitt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| GROUP 1 AUTOMOTIVE, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: GPI
SECURITY ID: 398905109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carin M. Barth | Management | For | For |
| 1.2 | Elect Director Daryl A. Kenningham | Management | For | For |
| 1.3 | Elect Director Steven C. Mizell | Management | For | For |
| 1.4 | Elect Director Lincoln Pereira Filho | Management | For | For |
| 1.5 | Elect Director Stephen D. Quinn | Management | For | For |
| 1.6 | Elect Director Steven P. Stanbrook | Management | For | For |
| 1.7 | Elect Director Charles L. Szews | Management | For | For |
| 1.8 | Elect Director Anne Taylor | Management | For | For |
| 1.9 | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| GULFPORT ENERGY CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: GPOR
SECURITY ID: 402635502
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy J. Cutt | Management | For | For |
| 1.2 | Elect Director David Wolf | Management | For | For |
| 1.3 | Elect Director Guillermo (Bill) Martinez | Management | For | For |
| 1.4 | Elect Director Jason Martinez | Management | For | For |
| 1.5 | Elect Director David Reganato | Management | For | For |
| 1.6 | Elect Director John Reinhart | Management | For | For |
| 1.7 | Elect Director Mary Shafer-Malicki | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| H&R BLOCK, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: HRB
SECURITY ID: 093671105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sean H. Cohan | Management | For | For |
| 1b | Elect Director Robert A. Gerard | Management | For | For |
| 1c | Elect Director Anuradha (Anu) Gupta | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Mia F. Mends | Management | For | For |
| 1g | Elect Director Yolande G. Piazza | Management | For | For |
| 1h | Elect Director Victoria J. Reich | Management | For | For |
| 1i | Elect Director Matthew E. Winter | 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 |
| HALOZYME THERAPEUTICS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: HALO
SECURITY ID: 40637H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Bernadette Connaughton | Management | For | For |
| 1B | Elect Director Moni Miyashita | Management | For | For |
| 1C | Elect Director Matthew L. Posard | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HAMILTON LANE INCORPORATED
MEETING DATE: SEP 01, 2022 |
||||
|
TICKER: HLNE
SECURITY ID: 407497106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hartley R. Rogers | Management | For | Withhold |
| 1.2 | Elect Director Mario L. Giannini | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HANCOCK WHITNEY CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: HWC
SECURITY ID: 410120109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank E. Bertucci | Management | For | For |
| 1.2 | Elect Director Constantine S. Liollio | Management | For | For |
| 1.3 | Elect Director Thomas H. Olinde | Management | For | For |
| 1.4 | Elect Director Joan C. Teofilo | Management | For | For |
| 1.5 | Elect Director C. Richard Wilkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HANMI FINANCIAL CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: HAFC
SECURITY ID: 410495204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John J. Ahn | Management | For | For |
| 1b | Elect Director Christie K. Chu | Management | For | For |
| 1c | Elect Director Harry H. Chung | Management | For | For |
| 1d | Elect Director Bonita I. Lee | Management | For | For |
| 1e | Elect Director Gloria J. Lee | Management | For | For |
| 1f | Elect Director David L. Rosenblum | Management | For | For |
| 1g | Elect Director Thomas J. Williams | Management | For | For |
| 1h | Elect Director Michael M. Yang | Management | For | For |
| 1i | Elect Director Gideon Yu | 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 Crowe LLP as Auditors | Management | For | For |
| HARLEY-DAVIDSON, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HOG
SECURITY ID: 412822108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Troy Alstead | Management | For | For |
| 1.2 | Elect Director Jared D. Dourdeville | Management | For | Withhold |
| 1.3 | Elect Director James D. Farley, Jr. | Management | For | For |
| 1.4 | Elect Director Allan Golston | Management | For | For |
| 1.5 | Elect Director Sara L. Levinson | Management | For | Withhold |
| 1.6 | Elect Director Norman Thomas Linebarger | Management | For | Withhold |
| 1.7 | Elect Director Rafeh Masood | Management | For | For |
| 1.8 | Elect Director Maryrose Sylvester | Management | For | Withhold |
| 1.9 | Elect Director Jochen Zeitz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HARMONIC INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: HLIT
SECURITY ID: 413160102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick J. Harshman | Management | For | For |
| 1b | Elect Director Patrick Gallagher | Management | For | For |
| 1c | Elect Director Deborah L. Clifford | Management | For | For |
| 1d | Elect Director Sophia Kim | Management | For | For |
| 1e | Elect Director David Krall | Management | For | For |
| 1f | Elect Director Mitzi Reaugh | Management | For | For |
| 1g | Elect Director Susan G. Swenson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HARMONY BIOSCIENCES HOLDINGS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HRMY
SECURITY ID: 413197104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Antonio J. Gracias | Management | For | Withhold |
| 1.2 | Elect Director Jack Bech Nielsen | Management | For | For |
| 1.3 | Elect Director Andreas Wicki | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HAVERTY FURNITURE COMPANIES, INC.
MEETING DATE: MAY 08, 2023 |
||||
|
TICKER: HVT
SECURITY ID: 419596101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Cote | Management | For | For |
| 1.2 | Elect Director L. Allison Dukes | Management | For | Withhold |
| 1.3 | Elect Director G. Thomas Hough | Management | For | Withhold |
| 2 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| HAWAIIAN ELECTRIC INDUSTRIES, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: HE
SECURITY ID: 419870100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas B. Fargo | Management | For | For |
| 1b | Elect Director Celeste A. Connors | Management | For | For |
| 1c | Elect Director Richard J. Dahl | Management | For | For |
| 1d | Elect Director Elisia K. Flores | Management | For | For |
| 1e | Elect Director Peggy Y. Fowler | Management | For | For |
| 1f | Elect Director Micah A. Kane | Management | For | For |
| 1g | Elect Director Michael J. Kennedy | Management | For | For |
| 1h | Elect Director Yoko Otani | Management | For | For |
| 1i | Elect Director William James Scilacci, Jr. | Management | For | For |
| 1j | Elect Director Scott W. H. Seu | 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 |
| HAWKINS, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: HWKN
SECURITY ID: 420261109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James A. Faulconbridge | Management | For | For |
| 1.2 | Elect Director Patrick H. Hawkins | Management | For | For |
| 1.3 | Elect Director Yi "Faith" Tang | Management | For | For |
| 1.4 | Elect Director Mary J. Schumacher | Management | For | For |
| 1.5 | Elect Director Daniel J. Stauber | Management | For | For |
| 1.6 | Elect Director James T. Thompson | Management | For | For |
| 1.7 | Elect Director Jeffrey L. Wright | Management | For | For |
| 1.8 | Elect Director Jeffrey E. Spethmann | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HEALTHCARE REALTY TRUST INCORPORATED
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: HR
SECURITY ID: 421946104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| HEALTHCARE TRUST OF AMERICA, INC.
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: HTA
SECURITY ID: 42225P501
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | Against |
| HEALTHEQUITY, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: HQY
SECURITY ID: 42226A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Selander | Management | For | For |
| 1.2 | Elect Director Jon Kessler | Management | For | For |
| 1.3 | Elect Director Stephen Neeleman | Management | For | For |
| 1.4 | Elect Director Paul Black | Management | For | For |
| 1.5 | Elect Director Frank Corvino | Management | For | For |
| 1.6 | Elect Director Adrian Dillon | Management | For | For |
| 1.7 | Elect Director Evelyn Dilsaver | Management | For | For |
| 1.8 | Elect Director Debra McCowan | Management | For | For |
| 1.9 | Elect Director Rajesh Natarajan | Management | For | For |
| 1.10 | Elect Director Stuart Parker | Management | For | For |
| 1.11 | Elect Director Gayle Wellborn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HEALTHSTREAM, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HSTM
SECURITY ID: 42222N103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey L. McLaren | Management | For | Withhold |
| 1.2 | Elect Director Linda Eskind Rebrovick | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HELEN OF TROY LIMITED
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: HELE
SECURITY ID: G4388N106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julien R. Mininberg | Management | For | For |
| 1b | Elect Director Timothy F. Meeker | Management | For | For |
| 1c | Elect Director Krista L. Berry | Management | For | For |
| 1d | Elect Director Vincent D. Carson | Management | For | For |
| 1e | Elect Director Thurman K. Case | Management | For | For |
| 1f | Elect Director Tabata L. Gomez | Management | For | For |
| 1g | Elect Director Elena B. Otero | Management | For | For |
| 1h | Elect Director Beryl B. Raff | Management | For | For |
| 1i | Elect Director Darren G. Woody | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| HELMERICH & PAYNE, INC.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: HP
SECURITY ID: 423452101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Delaney M. Bellinger | Management | For | For |
| 1b | Elect Director Belgacem Chariag | Management | For | For |
| 1c | Elect Director Kevin G. Cramton | Management | For | For |
| 1d | Elect Director Randy A. Foutch | Management | For | For |
| 1e | Elect Director Hans Helmerich | Management | For | For |
| 1f | Elect Director John W. Lindsay | Management | For | For |
| 1g | Elect Director Jose R. Mas | Management | For | For |
| 1h | Elect Director Thomas A. Petrie | Management | For | For |
| 1i | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1j | Elect Director John D. Zeglis | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HENRY SCHEIN, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: HSIC
SECURITY ID: 806407102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mohamad Ali | Management | For | For |
| 1b | Elect Director Stanley M. Bergman | Management | For | For |
| 1c | Elect Director James P. Breslawski | Management | For | For |
| 1d | Elect Director Deborah Derby | Management | For | For |
| 1e | Elect Director Joseph L. Herring | Management | For | For |
| 1f | Elect Director Kurt P. Kuehn | Management | For | For |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Anne H. Margulies | Management | For | For |
| 1i | Elect Director Mark E. Mlotek | Management | For | For |
| 1j | Elect Director Steven Paladino | Management | For | For |
| 1k | Elect Director Carol Raphael | Management | For | For |
| 1l | Elect Director Scott Serota | Management | For | For |
| 1m | Elect Director Bradley T. Sheares | Management | For | For |
| 1n | Elect Director Reed V. Tuckson | Management | For | For |
| 2 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| HERITAGE FINANCIAL CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: HFWA
SECURITY ID: 42722X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric K. Chan | Management | For | For |
| 1.2 | Elect Director Brian S. Charneski | Management | For | For |
| 1.3 | Elect Director Jeffrey J. Deuel | Management | For | For |
| 1.4 | Elect Director Trevor D. Dryer | Management | For | For |
| 1.5 | Elect Director Kimberly T. Ellwanger | Management | For | For |
| 1.6 | Elect Director Deborah J. Gavin | Management | For | For |
| 1.7 | Elect Director Gail B. Giacobbe | Management | For | For |
| 1.8 | Elect Director Jeffrey S. Lyon | Management | For | For |
| 1.9 | Elect Director Frederick B. Rivera | Management | For | For |
| 1.10 | Elect Director Brian L. Vance | Management | For | For |
| 1.11 | Elect Director Ann Watson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| HEXCEL CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: HXL
SECURITY ID: 428291108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick L. Stanage | Management | For | For |
| 1b | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1c | Elect Director Cynthia M. Egnotovich | Management | For | For |
| 1d | Elect Director Thomas A. Gendron | Management | For | For |
| 1e | Elect Director Jeffrey A. Graves | Management | For | For |
| 1f | Elect Director Guy C. Hachey | Management | For | For |
| 1g | Elect Director Marilyn L. Minus | Management | For | For |
| 1h | Elect Director Catherine A. Suever | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HF SINCLAIR CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: DINO
SECURITY ID: 403949100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne-Marie N. Ainsworth | Management | For | For |
| 1b | Elect Director Anna C. Catalano | Management | For | For |
| 1c | Elect Director Leldon E. Echols | Management | For | For |
| 1d | Elect Director Manuel J. Fernandez | Management | For | For |
| 1e | Elect Director Timothy Go | Management | For | For |
| 1f | Elect Director Rhoman J. Hardy | Management | For | For |
| 1g | Elect Director R. Craig Knocke | Management | For | For |
| 1h | Elect Director Robert J. Kostelnik | Management | For | For |
| 1i | Elect Director James H. Lee | Management | For | For |
| 1j | Elect Director Ross B. Matthews | Management | For | For |
| 1k | Elect Director Franklin Myers | Management | For | For |
| 1l | Elect Director Norman J. Szydlowski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| HIBBETT, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: HIBB
SECURITY ID: 428567101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony F. Crudele | Management | For | For |
| 1.2 | Elect Director Pamela J. Edwards | Management | For | For |
| 1.3 | Elect Director James A. Hilt | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HILLENBRAND, INC.
MEETING DATE: FEB 24, 2023 |
||||
|
TICKER: HI
SECURITY ID: 431571108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel C. Hillenbrand | Management | For | For |
| 1.2 | Elect Director Neil S. Novich | Management | For | For |
| 1.3 | Elect Director Kimberly K. Ryan | Management | For | For |
| 1.4 | Elect Director Inderpreet Sawhney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HILLTOP HOLDINGS, INC.
MEETING DATE: JUL 21, 2022 |
||||
|
TICKER: HTH
SECURITY ID: 432748101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rhodes R. Bobbitt | Management | For | For |
| 1.2 | Elect Director Tracy A. Bolt | Management | For | For |
| 1.3 | Elect Director J. Taylor Crandall | Management | For | For |
| 1.4 | Elect Director Hill A. Feinberg | Management | For | For |
| 1.5 | Elect Director Gerald J. Ford | Management | For | For |
| 1.6 | Elect Director Jeremy B. Ford | Management | For | For |
| 1.7 | Elect Director J. Markham Green | Management | For | For |
| 1.8 | Elect Director William T. Hill, Jr. | Management | For | For |
| 1.9 | Elect Director Charlotte Jones | Management | For | For |
| 1.10 | Elect Director Lee Lewis | Management | For | For |
| 1.11 | Elect Director Andrew J. Littlefair | Management | For | For |
| 1.12 | Elect Director W. Robert Nichols, III | Management | For | For |
| 1.13 | Elect Director Thomas C. Nichols | Management | For | For |
| 1.14 | Elect Director Kenneth D. Russell | Management | For | For |
| 1.15 | Elect Director A. Haag Sherman | Management | For | For |
| 1.16 | Elect Director Jonathan S. Sobel | Management | For | For |
| 1.17 | Elect Director Robert C. Taylor, Jr. | Management | For | For |
| 1.18 | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HOSTESS BRANDS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TWNK
SECURITY ID: 44109J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerry D. Kaminski | Management | For | For |
| 1.2 | Elect Director Andrew P. Callahan | Management | For | For |
| 1.3 | Elect Director Olu Beck | Management | For | For |
| 1.4 | Elect Director Laurence Bodner | Management | For | For |
| 1.5 | Elect Director Gretchen R. Crist | Management | For | For |
| 1.6 | Elect Director Rachel P. Cullen | Management | For | For |
| 1.7 | Elect Director Hugh G. Dineen | Management | For | For |
| 1.8 | Elect Director Ioannis Skoufalos | Management | For | For |
| 1.9 | Elect Director Craig D. Steeneck | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| HOULIHAN LOKEY, INC.
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: HLI
SECURITY ID: 441593100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott L. Beiser | Management | For | Withhold |
| 1.2 | Elect Director Todd J. Carter | Management | For | Withhold |
| 1.3 | Elect Director Jacqueline B. Kosecoff | Management | For | Withhold |
| 1.4 | Elect Director Paul A. Zuber | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| HUB GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: HUBG
SECURITY ID: 443320106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Yeager | Management | For | Withhold |
| 1.2 | Elect Director Phillip D. Yeager | Management | For | Withhold |
| 1.3 | Elect Director Peter B. McNitt | Management | For | Withhold |
| 1.4 | Elect Director Mary H. Boosalis | Management | For | Withhold |
| 1.5 | Elect Director Lisa Dykstra | Management | For | Withhold |
| 1.6 | Elect Director Michael E. Flannery | Management | For | Withhold |
| 1.7 | Elect Director James C. Kenny | Management | For | Withhold |
| 1.8 | Elect Director Jenell R. Ross | Management | For | Withhold |
| 1.9 | Elect Director Martin P. Slark | Management | For | Withhold |
| 1.10 | Elect Director Gary Yablon | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | Against |
| HUNTINGTON INGALLS INDUSTRIES, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: HII
SECURITY ID: 446413106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Augustus L. Collins | Management | For | For |
| 1.2 | Elect Director Leo P. Denault | Management | For | For |
| 1.3 | Elect Director Kirkland H. Donald | Management | For | For |
| 1.4 | Elect Director Victoria D. Harker | Management | For | For |
| 1.5 | Elect Director Frank R. Jimenez | Management | For | For |
| 1.6 | Elect Director Christopher D. Kastner | Management | For | For |
| 1.7 | Elect Director Anastasia D. Kelly | Management | For | For |
| 1.8 | Elect Director Tracy B. McKibben | Management | For | For |
| 1.9 | Elect Director Stephanie L. O'Sullivan | Management | For | For |
| 1.10 | Elect Director Thomas C. Schievelbein | Management | For | For |
| 1.11 | Elect Director John K. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| HUNTSMAN CORPORATION
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: HUN
SECURITY ID: 447011107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter R. Huntsman | Management | For | For |
| 1b | Elect Director Cynthia L. Egan | Management | For | For |
| 1c | Elect Director Mary C. Beckerle | Management | For | For |
| 1d | Elect Director Sonia Dula | Management | For | For |
| 1e | Elect Director Curtis E. Espeland | Management | For | For |
| 1f | Elect Director Daniele Ferrari | Management | For | For |
| 1g | Elect Director Jeanne McGovern | Management | For | For |
| 1h | Elect Director Jose Antonio Munoz Barcelo | Management | For | For |
| 1i | Elect Director David B. Sewell | Management | For | For |
| 1j | Elect Director Jan E. Tighe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| HURON CONSULTING GROUP INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: HURN
SECURITY ID: 447462102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James H. Roth | Management | For | For |
| 1.2 | Elect Director C. Mark Hussey | Management | For | For |
| 1.3 | Elect Director H. Eugene Lockhart | Management | For | For |
| 1.4 | Elect Director Joy T. Brown | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ICF INTERNATIONAL, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ICFI
SECURITY ID: 44925C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marilyn Crouther | Management | For | For |
| 1b | Elect Director Michael J. Van Handel | Management | For | For |
| 1c | Elect Director Michelle A. Williams | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| 6 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| IDACORP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: IDA
SECURITY ID: 451107106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Odette C. Bolano | Management | For | For |
| 1.2 | Elect Director Richard J. Dahl | Management | For | For |
| 1.3 | Elect Director Annette G. Elg | Management | For | For |
| 1.4 | Elect Director Lisa A. Grow | Management | For | For |
| 1.5 | Elect Director Ronald W. Jibson | Management | For | For |
| 1.6 | Elect Director Judith A. Johansen | Management | For | For |
| 1.7 | Elect Director Dennis L. Johnson | Management | For | For |
| 1.8 | Elect Director Nate R. Jorgensen | Management | For | For |
| 1.9 | Elect Director Jeff C. Kinneeveauk | Management | For | For |
| 1.10 | Elect Director Susan D. Morris | Management | For | For |
| 1.11 | Elect Director Richard J. Navarro | Management | For | For |
| 1.12 | Elect Director Mark T. Peters | 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 |
| INGEVITY CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NGVT
SECURITY ID: 45688C107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean S. Blackwell | Management | For | For |
| 1b | Elect Director Luis Fernandez-Moreno | Management | For | For |
| 1c | Elect Director John C. Fortson | Management | For | For |
| 1d | Elect Director Diane H. Gulyas | Management | For | For |
| 1e | Elect Director Bruce D. Hoechner | Management | For | For |
| 1f | Elect Director Frederick J. Lynch | Management | For | For |
| 1g | Elect Director Karen G. Narwold | Management | For | For |
| 1h | Elect Director Daniel F. Sansone | Management | For | For |
| 1i | Elect Director William J. Slocum | Management | For | For |
| 1j | Elect Director Benjamin G. (Shon) Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| INGLES MARKETS, INCORPORATED
MEETING DATE: FEB 14, 2023 |
||||
|
TICKER: IMKTA
SECURITY ID: 457030104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ernest E. Ferguson | Management | For | Withhold |
| 1.2 | Elect Director John R. Lowden | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| INGREDION INCORPORATED
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: INGR
SECURITY ID: 457187102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David B. Fischer | Management | For | For |
| 1b | Elect Director Paul Hanrahan | Management | For | For |
| 1c | Elect Director Rhonda L. Jordan | Management | For | For |
| 1d | Elect Director Gregory B. Kenny | Management | For | For |
| 1e | Elect Director Charles V. Magro | Management | For | For |
| 1f | Elect Director Victoria J. Reich | Management | For | For |
| 1g | Elect Director Catherine A. Suever | Management | For | For |
| 1h | Elect Director Stephan B. Tanda | Management | For | For |
| 1i | Elect Director Jorge A. Uribe | Management | For | For |
| 1j | Elect Director Patricia Verduin | Management | For | For |
| 1k | Elect Director Dwayne A. Wilson | Management | For | For |
| 1l | Elect Director James P. Zallie | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | Against |
| INNOSPEC INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: IOSP
SECURITY ID: 45768S105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Claudia P. Poccia | Management | For | For |
| 1.2 | Elect Director Elizabeth K. Arnold | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PwC as Auditors | Management | For | For |
| INNOVIVA, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: INVA
SECURITY ID: 45781M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deborah L. Birx | Management | For | For |
| 1.2 | Elect Director Mark A. DiPaolo | Management | For | For |
| 1.3 | Elect Director Jules Haimovitz | Management | For | For |
| 1.4 | Elect Director Odysseas D. Kostas | Management | For | For |
| 1.5 | Elect Director Sarah J. Schlesinger | Management | For | For |
| 1.6 | Elect Director Sapna Srivastava | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| INSIGHT ENTERPRISES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NSIT
SECURITY ID: 45765U103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joyce A. Mullen | Management | For | For |
| 1.2 | Elect Director Timothy A. Crown | Management | For | For |
| 1.3 | Elect Director Richard E. Allen | Management | For | For |
| 1.4 | Elect Director Bruce W. Armstrong | Management | For | For |
| 1.5 | Elect Director Alexander L. Baum | Management | For | For |
| 1.6 | Elect Director Linda M. Breard | Management | For | For |
| 1.7 | Elect Director Catherine Courage | Management | For | For |
| 1.8 | Elect Director Anthony A. Ibarguen | Management | For | For |
| 1.9 | Elect Director Kathleen S. Pushor | Management | For | For |
| 1.10 | Elect Director Girish Rishi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| INSPERITY, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: NSP
SECURITY ID: 45778Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy T. Clifford | Management | For | For |
| 1.2 | Elect Director Ellen H. Masterson | Management | For | For |
| 1.3 | Elect Director Latha Ramchand | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INSTEEL INDUSTRIES INC.
MEETING DATE: FEB 14, 2023 |
||||
|
TICKER: IIIN
SECURITY ID: 45774W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Abney S. Boxley, III | Management | For | For |
| 1.2 | Elect Director Anne H. Lloyd | Management | For | For |
| 1.3 | Elect Director W. Allen Rogers, II | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INTEGER HOLDINGS CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: ITGR
SECURITY ID: 45826H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sheila Antrum | Management | For | For |
| 1.2 | Elect Director Pamela G. Bailey | Management | For | For |
| 1.3 | Elect Director Cheryl C. Capps | Management | For | For |
| 1.4 | Elect Director Joseph W. Dziedzic | Management | For | For |
| 1.5 | Elect Director James F. Hinrichs | Management | For | For |
| 1.6 | Elect Director Jean Hobby | Management | For | For |
| 1.7 | Elect Director Tyrone Jeffers | Management | For | For |
| 1.8 | Elect Director M. Craig Maxwell | Management | For | For |
| 1.9 | Elect Director Filippo Passerini | Management | For | For |
| 1.10 | Elect Director Donald J. Spence | Management | For | For |
| 1.11 | Elect Director William B. Summers, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTEGRA LIFESCIENCES HOLDINGS CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: IART
SECURITY ID: 457985208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan De Witte | Management | For | For |
| 1b | Elect Director Keith Bradley | Management | For | For |
| 1c | Elect Director Shaundra D. Clay | Management | For | For |
| 1d | Elect Director Stuart M. Essig | Management | For | For |
| 1e | Elect Director Barbara B. Hill | Management | For | For |
| 1f | Elect Director Renee W. Lo | Management | For | For |
| 1g | Elect Director Raymond G. Murphy | Management | For | For |
| 1h | Elect Director Christian S. Schade | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTERACTIVE BROKERS GROUP, INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: IBKR
SECURITY ID: 45841N107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Peterffy | Management | For | Against |
| 1b | Elect Director Earl H. Nemser | Management | For | Against |
| 1c | Elect Director Milan Galik | Management | For | Against |
| 1d | Elect Director Paul J. Brody | Management | For | Against |
| 1e | Elect Director Lawrence E. Harris | Management | For | For |
| 1f | Elect Director Philip Uhde | Management | For | For |
| 1g | Elect Director William Peterffy | Management | For | Against |
| 1h | Elect Director Nicole Yuen | Management | For | Against |
| 1i | Elect Director Jill Bright | Management | For | Against |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| INTERNATIONAL BANCSHARES CORPORATION
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: IBOC
SECURITY ID: 459044103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Javier de Anda | Management | For | For |
| 1.2 | Elect Director Douglas B. Howland | Management | For | For |
| 1.3 | Elect Director Rudolph M. Miles | Management | For | For |
| 1.4 | Elect Director Dennis E. Nixon | Management | For | For |
| 1.5 | Elect Director Larry A. Norton | Management | For | For |
| 1.6 | Elect Director Roberto R. Resendez | Management | For | For |
| 1.7 | Elect Director Antonio R. Sanchez, Jr. | Management | For | For |
| 1.8 | Elect Director Diana G. Zuniga | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INTERNATIONAL MONEY EXPRESS, INC.
MEETING DATE: JUN 23, 2023 |
||||
|
TICKER: IMXI
SECURITY ID: 46005L101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Debra Bradford | Management | For | Withhold |
| 1.2 | Elect Director John Rincon | Management | For | Withhold |
| 2 | Ratify BDO USA, LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTERNATIONAL SEAWAYS, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: INSW
SECURITY ID: Y41053102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas D. Wheat | Management | For | For |
| 1.2 | Elect Director Timothy J. Bernlohr | Management | For | For |
| 1.3 | Elect Director Ian T. Blackley | Management | For | For |
| 1.4 | Elect Director Alexandra K. Blankenship | Management | For | For |
| 1.5 | Elect Director Randee E. Day | Management | For | For |
| 1.6 | Elect Director David I. Greenberg | Management | For | For |
| 1.7 | Elect Director Joseph I. Kronsberg | Management | For | For |
| 1.8 | Elect Director Nadim Z. Qureshi | Management | For | For |
| 1.9 | Elect Director Craig H. Stevenson, Jr. | Management | For | For |
| 1.10 | Elect Director Lois K. Zabrocky | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Shareholder Rights Plan (Poison Pill) | Management | For | For |
| IONIS PHARMACEUTICALS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: IONS
SECURITY ID: 462222100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Spencer R. Berthelsen | Management | For | For |
| 1.2 | Elect Director Joan E. Herman | Management | For | For |
| 1.3 | Elect Director B. Lynne Parshall | Management | For | For |
| 1.4 | Elect Director Joseph H. Wender | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Non-Employee Director Stock Option Plan | Management | For | Against |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| IPG PHOTONICS CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: IPGP
SECURITY ID: 44980X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory Beecher | Management | For | For |
| 1.2 | Elect Director Michael Child | Management | For | For |
| 1.3 | Elect Director Jeanmarie Desmond | Management | For | For |
| 1.4 | Elect Director Gregory Dougherty | Management | For | For |
| 1.5 | Elect Director Eric Meurice | Management | For | For |
| 1.6 | Elect Director Natalia Pavlova | Management | For | For |
| 1.7 | Elect Director John Peeler | Management | For | For |
| 1.8 | Elect Director Eugene Scherbakov | Management | For | For |
| 1.9 | Elect Director Felix Stukalin | Management | For | For |
| 1.10 | Elect Director Agnes Tang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| IRIDIUM COMMUNICATIONS INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: IRDM
SECURITY ID: 46269C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert H. Niehaus | Management | For | For |
| 1.2 | Elect Director Thomas C. Canfield | Management | For | For |
| 1.3 | Elect Director Matthew J. Desch | Management | For | For |
| 1.4 | Elect Director Thomas J. Fitzpatrick | Management | For | For |
| 1.5 | Elect Director L. Anthony Frazier | Management | For | For |
| 1.6 | Elect Director Jane L. Harman | Management | For | For |
| 1.7 | Elect Director Alvin B. Krongard | Management | For | For |
| 1.8 | Elect Director Suzanne E. McBride | Management | For | For |
| 1.9 | Elect Director Eric T. Olson | Management | For | For |
| 1.10 | Elect Director Parker W. Rush | Management | For | For |
| 1.11 | Elect Director Kay N. Sears | Management | For | For |
| 1.12 | Elect Director Jacqueline E. Yeaney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| IRONWOOD PHARMACEUTICALS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: IRWD
SECURITY ID: 46333X108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Currie | Management | For | Withhold |
| 1.2 | Elect Director Alexander Denner | Management | For | For |
| 1.3 | Elect Director Andrew Dreyfus | Management | For | For |
| 1.4 | Elect Director Jon Duane | Management | For | For |
| 1.5 | Elect Director Marla Kessler | Management | For | For |
| 1.6 | Elect Director Thomas McCourt | Management | For | For |
| 1.7 | Elect Director Julie McHugh | Management | For | For |
| 1.8 | Elect Director Catherine Moukheibir | Management | For | For |
| 1.9 | Elect Director Jay Shepard | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ITT INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ITT
SECURITY ID: 45073V108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| J.B. HUNT TRANSPORT SERVICES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JBHT
SECURITY ID: 445658107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francesca M. Edwardson | Management | For | For |
| 1.2 | Elect Director Wayne Garrison | Management | For | For |
| 1.3 | Elect Director Sharilyn S. Gasaway | Management | For | For |
| 1.4 | Elect Director Thad (John B., III) Hill | Management | For | For |
| 1.5 | Elect Director Bryan Hunt | Management | For | For |
| 1.6 | Elect Director Persio Lisboa | Management | For | For |
| 1.7 | Elect Director John N. Roberts, III | Management | For | For |
| 1.8 | Elect Director James L. Robo | Management | For | For |
| 1.9 | Elect Director Kirk Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JABIL INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: JBL
SECURITY ID: 466313103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anousheh Ansari | Management | For | For |
| 1b | Elect Director Christopher S. Holland | Management | For | For |
| 1c | Elect Director Mark T. Mondello | Management | For | For |
| 1d | Elect Director John C. Plant | Management | For | For |
| 1e | Elect Director Steven A. Raymund | Management | For | For |
| 1f | Elect Director Thomas A. Sansone | Management | For | For |
| 1g | Elect Director David M. Stout | Management | For | For |
| 1h | Elect Director Kathleen A. Walters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JACKSON FINANCIAL INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: JXN
SECURITY ID: 46817M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lily Fu Claffee | Management | For | For |
| 1b | Elect Director Gregory T. Durant | Management | For | For |
| 1c | Elect Director Steven A. Kandarian | Management | For | For |
| 1d | Elect Director Derek G. Kirkland | Management | For | For |
| 1e | Elect Director Drew E. Lawton | Management | For | For |
| 1f | Elect Director Martin J. Lippert | Management | For | For |
| 1g | Elect Director Russell G. Noles | Management | For | For |
| 1h | Elect Director Laura L. Prieskorn | Management | For | For |
| 1i | Elect Director Esta E. Stecher | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JAZZ PHARMACEUTICALS PLC
MEETING DATE: JUL 28, 2022 |
||||
|
TICKER: JAZZ
SECURITY ID: G50871105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer E. Cook | Management | For | For |
| 1b | Elect Director Patrick G. Enright | Management | For | For |
| 1c | Elect Director Seamus Mulligan | Management | For | For |
| 1d | Elect Director Norbert G. Riedel | Management | For | For |
| 2 | Approve KPMG, Dublin as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 5 | Adjourn Meeting | Management | For | Against |
| JOHN WILEY & SONS, INC.
MEETING DATE: SEP 29, 2022 |
||||
|
TICKER: WLY
SECURITY ID: 968223206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beth A. Birnbaum | Management | For | For |
| 1.2 | Elect Director David C. Dobson | Management | For | For |
| 1.3 | Elect Director Brian O. Hemphill | Management | For | For |
| 1.4 | Elect Director Inder M. Singh | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| JUNIPER NETWORKS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: JNPR
SECURITY ID: 48203R104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne DelSanto | Management | For | For |
| 1b | Elect Director Kevin DeNuccio | Management | For | For |
| 1c | Elect Director James Dolce | Management | For | For |
| 1d | Elect Director Steven Fernandez | Management | For | For |
| 1e | Elect Director Christine Gorjanc | Management | For | For |
| 1f | Elect Director Janet Haugen | Management | For | For |
| 1g | Elect Director Scott Kriens | Management | For | For |
| 1h | Elect Director Rahul Merchant | Management | For | For |
| 1i | Elect Director Rami Rahim | Management | For | For |
| 1j | Elect Director William Stensrud | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| KADANT INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: KAI
SECURITY ID: 48282T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John M. Albertine | Management | For | For |
| 1.2 | Elect Director Thomas C. Leonard | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| KB HOME
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KBH
SECURITY ID: 48666K109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jose M. Barra | Management | For | For |
| 1.2 | Elect Director Arthur R. Collins | Management | For | For |
| 1.3 | Elect Director Dorene C. Dominguez | Management | For | For |
| 1.4 | Elect Director Kevin P. Eltife | Management | For | For |
| 1.5 | Elect Director Stuart A. Gabriel | Management | For | For |
| 1.6 | Elect Director Thomas W. Gilligan | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Melissa Lora | Management | For | For |
| 1.9 | Elect Director Jeffrey T. Mezger | Management | For | For |
| 1.10 | Elect Director Brian R. Niccol | Management | For | For |
| 1.11 | Elect Director James C. "Rad" Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KBR, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: KBR
SECURITY ID: 48242W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark E. Baldwin | Management | For | For |
| 1b | Elect Director Stuart J. B. Bradie | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Lester L. Lyles | Management | For | For |
| 1e | Elect Director John A. Manzoni | Management | For | For |
| 1f | Elect Director Wendy M. Masiello | Management | For | For |
| 1g | Elect Director Jack B. Moore | Management | For | For |
| 1h | Elect Director Ann D. Pickard | Management | For | For |
| 1i | Elect Director Carlos A. Sabater | Management | For | For |
| 1j | Elect Director Vincent R. Stewart *Withdrawn Resolution* | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KFORCE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KFRC
SECURITY ID: 493732101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derrick D. Brooks | Management | For | For |
| 1.2 | Elect Director Ann E. Dunwoody | Management | For | For |
| 1.3 | Elect Director N. John Simmons | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KILROY REALTY CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: KRC
SECURITY ID: 49427F108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Kilroy | Management | For | For |
| 1b | Elect Director Edward F. Brennan | Management | For | For |
| 1c | Elect Director Jolie Hunt | Management | For | For |
| 1d | Elect Director Scott S. Ingraham | Management | For | For |
| 1e | Elect Director Louisa G. Ritter | Management | For | For |
| 1f | Elect Director Gary R. Stevenson | Management | For | For |
| 1g | Elect Director Peter B. Stoneberg | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KINIKSA PHARMACEUTICALS, LTD.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: KNSA
SECURITY ID: G5269C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen R. Biggar | Management | For | Withhold |
| 1b | Elect Director G. Bradley Cole | Management | For | For |
| 1c | Elect Director Barry D. Quart | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KINSALE CAPITAL GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: KNSL
SECURITY ID: 49714P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael P. Kehoe | Management | For | For |
| 1b | Elect Director Steven J. Bensinger | Management | For | For |
| 1c | Elect Director Teresa P. Chia | Management | For | For |
| 1d | Elect Director Robert V. Hatcher, III | Management | For | For |
| 1e | Elect Director Anne C. Kronenberg | Management | For | For |
| 1f | Elect Director Robert Lippincott, III | Management | For | For |
| 1g | Elect Director James J. Ritchie | Management | For | For |
| 1h | Elect Director Frederick L. Russell, Jr. | Management | For | For |
| 1i | Elect Director Gregory M. Share | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: KNX
SECURITY ID: 499049104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reid Dove | Management | For | For |
| 1b | Elect Director Michael Garnreiter | Management | For | For |
| 1c | Elect Director Louis Hobson | Management | For | For |
| 1d | Elect Director David Jackson | Management | For | For |
| 1e | Elect Director Gary Knight | Management | For | For |
| 1f | Elect Director Kevin Knight | Management | For | For |
| 1g | Elect Director Kathryn Munro | Management | For | For |
| 1h | Elect Director Jessica Powell | Management | For | For |
| 1i | Elect Director Roberta Roberts Shank | Management | For | For |
| 1j | Elect Director Robert Synowicki, Jr. | Management | For | For |
| 1k | Elect Director David Vander Ploeg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| KORN FERRY
MEETING DATE: SEP 22, 2022 |
||||
|
TICKER: KFY
SECURITY ID: 500643200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Doyle N. Beneby | Management | For | For |
| 1b | Elect Director Laura M. Bishop | Management | For | For |
| 1c | Elect Director Gary D. Burnison | Management | For | For |
| 1d | Elect Director Charles L. Harrington | Management | For | For |
| 1e | Elect Director Jerry P. Leamon | Management | For | For |
| 1f | Elect Director Angel R. Martinez | Management | For | For |
| 1g | Elect Director Debra J. Perry | Management | For | For |
| 1h | Elect Director Lori J. Robinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| KULICKE AND SOFFA INDUSTRIES, INC.
MEETING DATE: MAR 02, 2023 |
||||
|
TICKER: KLIC
SECURITY ID: 501242101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fusen E. Chen | Management | For | For |
| 1.2 | Elect Director Gregory F. Milzcik | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LAKELAND BANCORP, INC.
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: LBAI
SECURITY ID: 511637100
|
||||
| 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 | Against |
| LAMAR ADVERTISING COMPANY
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: LAMR
SECURITY ID: 512816109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Fletcher | Management | For | For |
| 1.2 | Elect Director John E. Koerner, III | Management | For | Withhold |
| 1.3 | Elect Director Marshall A. Loeb | Management | For | For |
| 1.4 | Elect Director Stephen P. Mumblow | Management | For | Withhold |
| 1.5 | Elect Director Thomas V. Reifenheiser | Management | For | Withhold |
| 1.6 | Elect Director Anna Reilly | Management | For | Withhold |
| 1.7 | Elect Director Kevin P. Reilly, Jr. | Management | For | Withhold |
| 1.8 | Elect Director Wendell Reilly | Management | For | Withhold |
| 1.9 | Elect Director Elizabeth Thompson | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LANDSTAR SYSTEM, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: LSTR
SECURITY ID: 515098101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David G. Bannister | Management | For | For |
| 1b | Elect Director James L. Liang | Management | For | For |
| 1c | Elect Director George P. Scanlon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LANTHEUS HOLDINGS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LNTH
SECURITY ID: 516544103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Minnie Baylor-Henry | Management | For | For |
| 1.2 | Elect Director Heinz Mausli | Management | For | For |
| 1.3 | Elect Director Julie McHugh | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LATTICE SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: LSCC
SECURITY ID: 518415104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James R. Anderson | Management | For | For |
| 1.2 | Elect Director Robin A. Abrams | Management | For | For |
| 1.3 | Elect Director Douglas Bettinger | Management | For | For |
| 1.4 | Elect Director Mark E. Jensen | Management | For | For |
| 1.5 | Elect Director James P. Lederer | Management | For | For |
| 1.6 | Elect Director D. Jeffrey Richardson | Management | For | For |
| 1.7 | Elect Director Elizabeth Schwarting | Management | For | For |
| 1.8 | Elect Director Raejeanne Skillern | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| LAZARD LTD
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LAZ
SECURITY ID: G54050102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Jacobs | Management | For | For |
| 1.2 | Elect Director Michelle Jarrard | Management | For | For |
| 1.3 | Elect Director Iris Knobloch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LCI INDUSTRIES
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LCII
SECURITY ID: 50189K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy D. Graham | Management | For | For |
| 1b | Elect Director Brendan J. Deely | Management | For | For |
| 1c | Elect Director James F. Gero | Management | For | For |
| 1d | Elect Director Virginia L. Henkels | Management | For | For |
| 1e | Elect Director Jason D. Lippert | Management | For | For |
| 1f | Elect Director Stephanie K. Mains | Management | For | For |
| 1g | Elect Director Linda K. Myers | Management | For | For |
| 1h | Elect Director Kieran M. O'Sullivan | Management | For | For |
| 1i | Elect Director David A. Reed | Management | For | For |
| 1j | Elect Director John A. Sirpilla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LEAR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LEA
SECURITY ID: 521865204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mei-Wei Cheng | Management | For | For |
| 1b | Elect Director Jonathan F. Foster | Management | For | For |
| 1c | Elect Director Bradley M. Halverson | Management | For | For |
| 1d | Elect Director Mary Lou Jepsen | Management | For | For |
| 1e | Elect Director Roger A. Krone | Management | For | For |
| 1f | Elect Director Patricia L. Lewis | Management | For | For |
| 1g | Elect Director Kathleen A. Ligocki | Management | For | For |
| 1h | Elect Director Conrad L. Mallett, Jr. | Management | For | For |
| 1i | Elect Director Raymond E. Scott | Management | For | For |
| 1j | Elect Director Gregory C. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| LEGGETT & PLATT, INCORPORATED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: LEG
SECURITY ID: 524660107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Angela Barbee | Management | For | For |
| 1b | Elect Director Mark A. Blinn | Management | For | For |
| 1c | Elect Director Robert E. Brunner | Management | For | For |
| 1d | Elect Director Mary Campbell | Management | For | For |
| 1e | Elect Director J. Mitchell Dolloff | Management | For | For |
| 1f | Elect Director Manuel A. Fernandez | Management | For | For |
| 1g | Elect Director Karl G. Glassman | Management | For | For |
| 1h | Elect Director Joseph W. McClanathan | Management | For | For |
| 1i | Elect Director Srikanth Padmanabhan | Management | For | For |
| 1j | Elect Director Jai Shah | Management | For | For |
| 1k | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LEMAITRE VASCULAR, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: LMAT
SECURITY ID: 525558201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bridget A. Ross | Management | For | For |
| 1.2 | Elect Director John A. Roush | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| LENNOX INTERNATIONAL INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LII
SECURITY ID: 526107107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet K. Cooper | Management | For | For |
| 1.2 | Elect Director John W. Norris, III | Management | For | For |
| 1.3 | Elect Director Karen H. Quintos | Management | For | For |
| 1.4 | Elect Director Shane D. Wall | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIFE STORAGE, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: LSI
SECURITY ID: 53223X107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark G. Barberio | Management | For | For |
| 1b | Elect Director Joseph V. Saffire | Management | For | For |
| 1c | Elect Director Stephen R. Rusmisel | Management | For | For |
| 1d | Elect Director Arthur L. Havener, Jr. | Management | For | For |
| 1e | Elect Director Dana Hamilton | Management | For | For |
| 1f | Elect Director Edward J. Pettinella | Management | For | For |
| 1g | Elect Director David L. Rogers | Management | For | For |
| 1h | Elect Director Susan Harnett | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LINCOLN ELECTRIC HOLDINGS, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: LECO
SECURITY ID: 533900106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian D. Chambers | Management | For | For |
| 1.2 | Elect Director Curtis E. Espeland | Management | For | For |
| 1.3 | Elect Director Patrick P. Goris | Management | For | For |
| 1.4 | Elect Director Michael F. Hilton | Management | For | For |
| 1.5 | Elect Director Kathryn Jo Lincoln | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director Phillip J. Mason | Management | For | For |
| 1.8 | Elect Director Ben P. Patel | Management | For | For |
| 1.9 | Elect Director Hellene S. Runtagh | Management | For | For |
| 1.10 | Elect Director Kellye L. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| LITTELFUSE, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LFUS
SECURITY ID: 537008104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kristina A. Cerniglia | Management | For | For |
| 1b | Elect Director Tzau-Jin Chung | Management | For | For |
| 1c | Elect Director Cary T. Fu | Management | For | For |
| 1d | Elect Director Maria C. Green | Management | For | For |
| 1e | Elect Director Anthony Grillo | Management | For | For |
| 1f | Elect Director David W. Heinzmann | Management | For | For |
| 1g | Elect Director Gordon Hunter | Management | For | For |
| 1h | Elect Director William P. Noglows | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| LOEWS CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: L
SECURITY ID: 540424108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Ann E. Berman | Management | For | For |
| 1B | Elect Director Joseph L. Bower | Management | For | For |
| 1C | Elect Director Charles D. Davidson | Management | For | For |
| 1D | Elect Director Charles M. Diker | Management | For | For |
| 1E | Elect Director Paul J. Fribourg | Management | For | For |
| 1F | Elect Director Walter L. Harris | Management | For | For |
| 1G | Elect Director Susan P. Peters | Management | For | For |
| 1H | Elect Director Andrew H. Tisch | Management | For | For |
| 1I | Elect Director James S. Tisch | Management | For | For |
| 1J | Elect Director Jonathan M. Tisch | Management | For | For |
| 1K | Elect Director Anthony Welters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| LOUISIANA-PACIFIC CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: LPX
SECURITY ID: 546347105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose A. Bayardo | Management | For | For |
| 1b | Elect Director Stephen E. Macadam | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LTC PROPERTIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: LTC
SECURITY ID: 502175102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cornelia Cheng | Management | For | For |
| 1b | Elect Director Boyd W. Hendrickson | Management | For | For |
| 1c | Elect Director James J. Pieczynski | Management | For | For |
| 1d | Elect Director Devra G. Shapiro | Management | For | For |
| 1e | Elect Director Wendy L. Simpson | Management | For | For |
| 1f | Elect Director Timothy J. Triche | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LUMEN TECHNOLOGIES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: LUMN
SECURITY ID: 550241103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Quincy L. Allen | Management | For | For |
| 1b | Elect Director Martha Helena Bejar | Management | For | For |
| 1c | Elect Director Peter C. Brown | Management | For | For |
| 1d | Elect Director Kevin P. Chilton | Management | For | For |
| 1e | Elect Director Steven T. "Terry" Clontz | Management | For | For |
| 1f | Elect Director T. Michael Glenn | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | For |
| 1h | Elect Director Hal Stanley Jones | Management | For | For |
| 1i | Elect Director Michael J. Roberts | Management | For | For |
| 1j | Elect Director Laurie A. Siegel | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LUMENTUM HOLDINGS INC.
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: LITE
SECURITY ID: 55024U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Penelope A. Herscher | Management | For | For |
| 1b | Elect Director Harold L. Covert | Management | For | For |
| 1c | Elect Director Isaac H. Harris | Management | For | For |
| 1d | Elect Director Julia S. Johnson | Management | For | For |
| 1e | Elect Director Brian J. Lillie | Management | For | For |
| 1f | Elect Director Alan S. Lowe | Management | For | For |
| 1g | Elect Director Ian S. Small | Management | For | For |
| 1h | Elect Director Janet S. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LXP INDUSTRIAL TRUST
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: LXP
SECURITY ID: 529043101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director T. Wilson Eglin | Management | For | For |
| 1.2 | Elect Director Lawrence L. Gray | Management | For | For |
| 1.3 | Elect Director Arun Gupta | Management | For | For |
| 1.4 | Elect Director Jamie Handwerker | Management | For | For |
| 1.5 | Elect Director Derrick Johnson | Management | For | For |
| 1.6 | Elect Director Claire A. Koeneman | Management | For | For |
| 1.7 | Elect Director Nancy Elizabeth Noe | Management | For | For |
| 1.8 | Elect Director Howard Roth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| M.D.C. HOLDINGS, INC.
MEETING DATE: APR 17, 2023 |
||||
|
TICKER: MDC
SECURITY ID: 552676108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rafay Farooqui | Management | For | For |
| 1.2 | Elect Director David D. Mandarich | Management | For | For |
| 1.3 | Elect Director Paris G. Reece, III | Management | For | For |
| 1.4 | Elect Director David Siegel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| M/I HOMES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: MHO
SECURITY ID: 55305B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Phillip G. Creek | Management | For | For |
| 1.2 | Elect Director Nancy J. Kramer | Management | For | For |
| 1.3 | Elect Director Bruce A. Soll | Management | For | For |
| 1.4 | Elect Director Norman L. Traeger | 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 |
| MACY'S, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: M
SECURITY ID: 55616P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emilie Arel | Management | For | For |
| 1b | Elect Director Francis S. Blake | Management | For | For |
| 1c | Elect Director Torrence N. Boone | Management | For | For |
| 1d | Elect Director Ashley Buchanan | Management | For | For |
| 1e | Elect Director Marie Chandoha | Management | For | For |
| 1f | Elect Director Naveen K. Chopra | Management | For | For |
| 1g | Elect Director Deirdre P. Connelly | Management | For | For |
| 1h | Elect Director Jeff Gennette | Management | For | For |
| 1i | Elect Director Jill Granoff | Management | For | For |
| 1j | Elect Director William H. Lenehan | Management | For | For |
| 1k | Elect Director Sara Levinson | Management | For | For |
| 1l | Elect Director Antony Spring | Management | For | For |
| 1m | Elect Director Paul C. Varga | Management | For | For |
| 1n | Elect Director Tracey Zhen | 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 |
| MAGNOLIA OIL & GAS CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MGY
SECURITY ID: 559663109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher G. Stavros | Management | For | For |
| 1b | Elect Director Arcilia C. Acosta | Management | For | For |
| 1c | Elect Director Angela M. Busch | Management | For | For |
| 1d | Elect Director Edward P. Djerejian | Management | For | For |
| 1e | Elect Director James R. Larson | Management | For | For |
| 1f | Elect Director Dan F. Smith | Management | For | For |
| 1g | Elect Director John B. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| MANHATTAN ASSOCIATES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: MANH
SECURITY ID: 562750109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eddie Capel | Management | For | For |
| 1b | Elect Director Charles E. Moran | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MANPOWERGROUP INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: MAN
SECURITY ID: 56418H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jean-Philippe Courtois | Management | For | For |
| 1B | Elect Director William Downe | Management | For | For |
| 1C | Elect Director John F. Ferraro | Management | For | For |
| 1D | Elect Director William P. Gipson | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Muriel Penicaud | Management | For | For |
| 1I | Elect Director Jonas Prising | Management | For | For |
| 1J | Elect Director Paul Read | Management | For | For |
| 1K | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1L | Elect Director Michael J. Van Handel | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARAVAI LIFESCIENCES HOLDINGS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MRVI
SECURITY ID: 56600D107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anat Ashkenazi | Management | For | Withhold |
| 1.2 | Elect Director Gregory T. Lucier | Management | For | Withhold |
| 1.3 | Elect Director Luke Marker | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MARINEMAX, INC.
MEETING DATE: FEB 23, 2023 |
||||
|
TICKER: HZO
SECURITY ID: 567908108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William Brett McGill | Management | For | For |
| 1b | Elect Director Michael H. McLamb | Management | For | For |
| 1c | Elect Director Clint Moore | Management | For | For |
| 1d | Elect Director Evelyn V. Follit | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| MARTEN TRANSPORT, LTD.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: MRTN
SECURITY ID: 573075108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Randolph L. Marten | Management | For | For |
| 1.2 | Elect Director Larry B. Hagness | Management | For | For |
| 1.3 | Elect Director Thomas J. Winkel | Management | For | For |
| 1.4 | Elect Director Jerry M. Bauer | Management | For | For |
| 1.5 | Elect Director Robert L. Demorest | Management | For | For |
| 1.6 | Elect Director Ronald R. Booth | Management | For | For |
| 1.7 | Elect Director Kathleen P. Iverson | Management | For | For |
| 1.8 | Elect Director Patricia L. Jones | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| MASIMO CORPORATION
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: MASI
SECURITY ID: 574795100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 2 Directors | ||||
| 1a | Elect Management Nominee Director H Michael Cohen | Management | For | Did Not Vote |
| 1b | Elect Management Nominee Director Julie A. Shimer | Management | For | Did Not Vote |
| 1c | Elect Dissident Nominee Director Michelle Brennan | Shareholder | Withhold | Did Not Vote |
| 1d | Elect Dissident Nominee Director Quentin Koffey | Shareholder | Withhold | Did Not Vote |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 5 | Declassify the Board of Directors | Management | For | Did Not Vote |
| 6 | Approve Increase in Size of Board from Five to Seven | Management | For | Did Not Vote |
| 7 | Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting | Shareholder | Against | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Blue Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 2 Directors | ||||
| Politan Nominees | ||||
| 1a | Elect Dissident Nominee Director Michelle Brennan | Shareholder | For | For |
| 1b | Elect Dissident Nominee Director Quentin Koffey | Shareholder | For | For |
| Company Nominees Opposed by Politan | ||||
| 1a | Elect Management Nominee Director H Michael Cohen | Management | Withhold | Withhold |
| 1b | Elect Management Nominee Director Julie A. Shimer | Management | Withhold | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Approve Increase in Size of Board from Five to Seven | Management | Abstain | For |
| 7 | Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting | Shareholder | For | For |
| MASTEC, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: MTZ
SECURITY ID: 576323109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ernst N. Csiszar | Management | For | For |
| 1.2 | Elect Director Julia L. Johnson | Management | For | For |
| 1.3 | Elect Director Jorge Mas | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MASTERBRAND, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: MBC
SECURITY ID: 57638P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. David Banyard, Jr. | Management | For | For |
| 1.2 | Elect Director Ann Fritz Hackett | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MATSON, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MATX
SECURITY ID: 57686G105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Meredith J. Ching | Management | For | For |
| 1.2 | Elect Director Matthew J. Cox | Management | For | For |
| 1.3 | Elect Director Thomas B. Fargo | Management | For | For |
| 1.4 | Elect Director Mark H. Fukunaga | Management | For | For |
| 1.5 | Elect Director Stanley M. Kuriyama | Management | For | For |
| 1.6 | Elect Director Constance H. Lau | Management | For | For |
| 1.7 | Elect Director Jenai S. Wall | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MAXIMUS, INC.
MEETING DATE: MAR 14, 2023 |
||||
|
TICKER: MMS
SECURITY ID: 577933104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne K. Altman | Management | For | For |
| 1b | Elect Director Bruce L. Caswell | Management | For | For |
| 1c | Elect Director John J. Haley | Management | For | For |
| 1d | Elect Director Jan D. Madsen | Management | For | For |
| 1e | Elect Director Richard A. Montoni | Management | For | For |
| 1f | Elect Director Gayathri Rajan | Management | For | For |
| 1g | Elect Director Raymond B. Ruddy | Management | For | For |
| 1h | Elect Director Michael J. Warren | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MCGRATH RENTCORP
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: MGRC
SECURITY ID: 580589109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicolas C. Anderson | Management | For | For |
| 1.2 | Elect Director Kimberly A. Box | Management | For | For |
| 1.3 | Elect Director Smita Conjeevaram | Management | For | For |
| 1.4 | Elect Director William J. Dawson | Management | For | For |
| 1.5 | Elect Director Elizabeth A. Fetter | Management | For | For |
| 1.6 | Elect Director Joseph F. Hanna | Management | For | For |
| 1.7 | Elect Director Bradley M. Shuster | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MDU RESOURCES GROUP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: MDU
SECURITY ID: 552690109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director German Carmona Alvarez | Management | For | For |
| 1b | Elect Director Thomas Everist | Management | For | For |
| 1c | Elect Director Karen B. Fagg | Management | For | For |
| 1d | Elect Director David L. Goodin | Management | For | For |
| 1e | Elect Director Dennis W. Johnson | Management | For | For |
| 1f | Elect Director Patricia L. Moss | Management | For | For |
| 1g | Elect Director Dale S. Rosenthal | Management | For | For |
| 1h | Elect Director Edward A. Ryan | Management | For | For |
| 1i | Elect Director David M. Sparby | Management | For | For |
| 1j | Elect Director Chenxi Wang | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MEDICAL PROPERTIES TRUST, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MPW
SECURITY ID: 58463J304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward K. Aldag, Jr. | Management | For | For |
| 1.2 | Elect Director G. Steven Dawson | Management | For | For |
| 1.3 | Elect Director R. Steven Hamner | Management | For | For |
| 1.4 | Elect Director Caterina A. Mozingo | Management | For | For |
| 1.5 | Elect Director Emily W. Murphy | Management | For | For |
| 1.6 | Elect Director Elizabeth N. Pitman | Management | For | For |
| 1.7 | Elect Director D. Paul Sparks, Jr. | Management | For | For |
| 1.8 | Elect Director Michael G. Stewart | Management | For | For |
| 1.9 | Elect Director C. Reynolds Thompson, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MEDPACE HOLDINGS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: MEDP
SECURITY ID: 58506Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian T. Carley | Management | For | Withhold |
| 1.2 | Elect Director Femida H. Gwadry-Sridhar | Management | For | For |
| 1.3 | Elect Director Robert O. Kraft | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MERCHANTS BANCORP
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MBIN
SECURITY ID: 58844R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael F. Petrie | Management | For | For |
| 1.2 | Elect Director Randall D. Rogers | Management | For | For |
| 1.3 | Elect Director Tamika D. Catchings | Management | For | Withhold |
| 1.4 | Elect Director Thomas W. Dinwiddie | Management | For | For |
| 1.5 | Elect Director Michael J. Dunlap | Management | For | For |
| 1.6 | Elect Director Scott A. Evans | Management | For | For |
| 1.7 | Elect Director Sue Anne Gilroy | Management | For | Withhold |
| 1.8 | Elect Director Andrew A. Juster | Management | For | Withhold |
| 1.9 | Elect Director Patrick D. O'Brien | Management | For | Withhold |
| 1.10 | Elect Director Anne E. Sellers | Management | For | Withhold |
| 1.11 | Elect Director David N. Shane | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| MERCURY SYSTEMS, INC.
MEETING DATE: OCT 26, 2022 |
||||
|
TICKER: MRCY
SECURITY ID: 589378108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William L. Ballhaus | Management | For | For |
| 1.2 | Elect Director Lisa S. Disbrow | Management | For | For |
| 1.3 | Elect Director Howard L. Lance | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Other Business | Management | For | Against |
| MERIDIAN BIOSCIENCE, INC.
MEETING DATE: OCT 10, 2022 |
||||
|
TICKER: VIVO
SECURITY ID: 589584101
|
||||
| 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 | Against |
| MERIT MEDICAL SYSTEMS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MMSI
SECURITY ID: 589889104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lonny J. Carpenter | Management | For | For |
| 1b | Elect Director David K. Floyd | Management | For | For |
| 1c | Elect Director Lynne N. Ward | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MERITAGE HOMES CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MTH
SECURITY ID: 59001A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter L. Ax | Management | For | For |
| 1.2 | Elect Director Gerald Haddock | Management | For | For |
| 1.3 | Elect Director Joseph Keough | Management | For | For |
| 1.4 | Elect Director Phillippe Lord | Management | For | For |
| 1.5 | Elect Director Michael R. Odell | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| MESA LABORATORIES, INC.
MEETING DATE: AUG 26, 2022 |
||||
|
TICKER: MLAB
SECURITY ID: 59064R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer S. Alltoft | Management | For | For |
| 1.2 | Elect Director Shiraz S. Ladiwala | Management | For | For |
| 1.3 | Elect Director Shannon M. Hall | Management | For | For |
| 1.4 | Elect Director Tony Tripeny | Management | For | For |
| 1.5 | Elect Director Gary M. Owens | Management | For | For |
| 1.6 | Elect Director John B. Schmieder | Management | For | For |
| 1.7 | Elect Director John J. Sullivan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Plante & Moran, PLLC as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| METHODE ELECTRONICS, INC.
MEETING DATE: SEP 14, 2022 |
||||
|
TICKER: MEI
SECURITY ID: 591520200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Walter J. Aspatore | Management | For | For |
| 1b | Elect Director David P. Blom | Management | For | For |
| 1c | Elect Director Therese M. Bobek | Management | For | For |
| 1d | Elect Director Brian J. Cadwallader | Management | For | For |
| 1e | Elect Director Bruce K. Crowther | Management | For | For |
| 1f | Elect Director Darren M. Dawson | Management | For | For |
| 1g | Elect Director Donald W. Duda | Management | For | For |
| 1h | Elect Director Janie Goddard | Management | For | For |
| 1i | Elect Director Mary A. Lindsey | Management | For | For |
| 1j | Elect Director Angelo V. Pantaleo | Management | For | For |
| 1k | Elect Director Mark D. Schwabero | Management | For | For |
| 1l | Elect Director Lawrence B. Skatoff | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MGIC INVESTMENT CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MTG
SECURITY ID: 552848103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Analisa M. Allen | Management | For | For |
| 1.2 | Elect Director Daniel A. Arrigoni | Management | For | For |
| 1.3 | Elect Director C. Edward Chaplin | Management | For | For |
| 1.4 | Elect Director Curt S. Culver | Management | For | For |
| 1.5 | Elect Director Jay C. Hartzell | Management | For | For |
| 1.6 | Elect Director Timothy A. Holt | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Michael E. Lehman | Management | For | For |
| 1.9 | Elect Director Teresita M. Lowman | Management | For | For |
| 1.10 | Elect Director Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Director Sheryl L. Sculley | Management | For | For |
| 1.12 | Elect Director Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MGP INGREDIENTS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MGPI
SECURITY ID: 55303J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Gerke | Management | For | For |
| 1b | Elect Director Donn Lux | Management | For | For |
| 1c | Elect Director Kevin S. Rauckman | Management | For | For |
| 1d | Elect Director Todd B. Siwak | 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 |
| MIDLAND STATES BANCORP, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: MSBI
SECURITY ID: 597742105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer L. DiMotta | Management | For | Against |
| 1.2 | Elect Director Jeffrey G. Ludwig | Management | For | For |
| 1.3 | Elect Director Richard T. Ramos | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Smith | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| MONARCH CASINO & RESORT, INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: MCRI
SECURITY ID: 609027107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bob Farahi | Management | For | Against |
| 1b | Elect Director Yvette E. Landau | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| MOOG INC.
MEETING DATE: JAN 31, 2023 |
||||
|
TICKER: MOG.A
SECURITY ID: 615394202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mahesh Narang | Management | For | For |
| 1.2 | Elect Director Brenda L. Reichelderfer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MSC INDUSTRIAL DIRECT CO., INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: MSM
SECURITY ID: 553530106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erik Gershwind | Management | For | For |
| 1.2 | Elect Director Louise Goeser | Management | For | For |
| 1.3 | Elect Director Mitchell Jacobson | Management | For | For |
| 1.4 | Elect Director Michael Kaufmann | Management | For | For |
| 1.5 | Elect Director Steven Paladino | Management | For | For |
| 1.6 | Elect Director Philip Peller | Management | For | For |
| 1.7 | Elect Director Rahquel Purcell | Management | For | For |
| 1.8 | Elect Director Rudina Seseri | Management | 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 |
| MUELLER INDUSTRIES, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MLI
SECURITY ID: 624756102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory L. Christopher | Management | For | For |
| 1.2 | Elect Director Elizabeth Donovan | Management | For | For |
| 1.3 | Elect Director William C. Drummond | Management | For | For |
| 1.4 | Elect Director Gary S. Gladstein | Management | For | For |
| 1.5 | Elect Director Scott J. Goldman | Management | For | For |
| 1.6 | Elect Director John B. Hansen | Management | For | For |
| 1.7 | Elect Director Terry Hermanson | Management | For | For |
| 1.8 | Elect Director Charles P. Herzog, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MURPHY OIL CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: MUR
SECURITY ID: 626717102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claiborne P. Deming | Management | For | For |
| 1b | Elect Director Lawrence R. Dickerson | Management | For | For |
| 1c | Elect Director Michelle A. Earley | Management | For | For |
| 1d | Elect Director Roger W. Jenkins | Management | For | For |
| 1e | Elect Director Elisabeth W. Keller | Management | For | For |
| 1f | Elect Director James V. Kelley | Management | For | For |
| 1g | Elect Director R. Madison Murphy | Management | For | For |
| 1h | Elect Director Jeffrey W. Nolan | Management | For | For |
| 1i | Elect Director Robert N. Ryan, Jr. | Management | For | For |
| 1j | Elect Director Laura A. Sugg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| MURPHY USA INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MUSA
SECURITY ID: 626755102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claiborne P. Deming | Management | For | For |
| 1b | Elect Director Jeanne L. Phillips | Management | For | For |
| 1c | Elect Director Jack T. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| MYERS INDUSTRIES, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MYE
SECURITY ID: 628464109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Yvette Dapremont Bright | Management | For | For |
| 1b | Elect Director Ronald M. De Feo | Management | For | For |
| 1c | Elect Director William A. Foley | Management | For | For |
| 1d | Elect Director Jeffrey Kramer | Management | For | For |
| 1e | Elect Director F. Jack Liebau, Jr. | Management | For | For |
| 1f | Elect Director Bruce M. Lisman | Management | For | For |
| 1g | Elect Director Lori Lutey | Management | For | For |
| 1h | Elect Director Michael McGaugh | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MYR GROUP INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: MYRG
SECURITY ID: 55405W104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth M. Hartwick | Management | For | For |
| 1b | Elect Director Jennifer E. Lowry | Management | For | For |
| 1c | Elect Director Richard S. Swartz | 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 | Declassify the Board of Directors | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| NAPCO SECURITY TECHNOLOGIES, INC.
MEETING DATE: DEC 05, 2022 |
||||
|
TICKER: NSSC
SECURITY ID: 630402105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard L. Soloway | Management | For | For |
| 1.2 | Elect Director Kevin S. Buchel | Management | For | For |
| 2 | Approve Stock Option Plan | Management | For | Against |
| 3 | Ratify Baker Tilly US, LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NATIONAL FUEL GAS COMPANY
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: NFG
SECURITY ID: 636180101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Carroll | Management | For | For |
| 1.2 | Elect Director Steven C. Finch | Management | For | For |
| 1.3 | Elect Director Joseph N. Jaggers | Management | For | For |
| 1.4 | Elect Director Jeffrey W. Shaw | Management | For | For |
| 1.5 | Elect Director Thomas E. Skains | Management | For | For |
| 1.6 | Elect Director David F. Smith | Management | For | For |
| 1.7 | Elect Director Ronald J. Tanski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NATIONAL HEALTH INVESTORS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: NHI
SECURITY ID: 63633D104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Andrew Adams | Management | For | For |
| 1b | Elect Director Tracy M.J. Colden | Management | For | For |
| 1c | Elect Director Robert A. McCabe, Jr. | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| NATIONAL HEALTHCARE CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: NHC
SECURITY ID: 635906100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Andrew Adams | Management | For | Against |
| 1b | Elect Director Ernest G. Burgess, III | Management | For | For |
| 1c | Elect Director Emil E. Hassan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| NATIONAL INSTRUMENTS CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: NATI
SECURITY ID: 636518102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael E. McGrath | Management | For | For |
| 1.2 | Elect Director Alexander M. Davern | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NATIONAL INSTRUMENTS CORPORATION
MEETING DATE: JUN 29, 2023 |
||||
|
TICKER: NATI
SECURITY ID: 636518102
|
||||
| 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 | Against |
| NATIONAL RESEARCH CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NRC
SECURITY ID: 637372202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Parul Bhandari | Management | For | For |
| 1b | Elect Director Penny A. Wheeler | 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 |
| NATIONAL RETAIL PROPERTIES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NNN
SECURITY ID: 637417106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela K.M. Beall | Management | For | For |
| 1b | Elect Director Steven D. Cosler | Management | For | For |
| 1c | Elect Director David M. Fick | Management | For | For |
| 1d | Elect Director Edward J. Fritsch | Management | For | For |
| 1e | Elect Director Elizabeth C. Gulacsy | Management | For | For |
| 1f | Elect Director Kevin B. Habicht | Management | For | For |
| 1g | Elect Director Betsy D. Holden | Management | For | For |
| 1h | Elect Director Stephen A. Horn, Jr. | Management | For | For |
| 1i | Elect Director Kamau O. Witherspoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NATIONAL WESTERN LIFE GROUP, INC.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NWLI
SECURITY ID: 638517102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David S. Boone | Management | For | Withhold |
| 1.2 | Elect Director E. J. Pederson | Management | For | Withhold |
| 1.3 | Elect Director Todd M. Wallace | Management | For | Withhold |
| 2 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| NBT BANCORP INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: NBTB
SECURITY ID: 628778102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Watt, Jr. | Management | For | For |
| 1b | Elect Director Martin A. Dietrich | Management | For | For |
| 1c | Elect Director Johanna R. Ames | Management | For | For |
| 1d | Elect Director J. David Brown | Management | For | For |
| 1e | Elect Director Timothy E. Delaney | Management | For | For |
| 1f | Elect Director James H. Douglas | Management | For | For |
| 1g | Elect Director Heidi M. Hoeller | Management | For | For |
| 1h | Elect Director Andrew S. Kowalczyk, III | Management | For | For |
| 1i | Elect Director V. Daniel Robinson, II | Management | For | For |
| 1j | Elect Director Matthew J. Salanger | Management | For | For |
| 1k | Elect Director Lowell A. Seifter | Management | For | For |
| 1l | Elect Director Jack H. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| NELNET, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NNI
SECURITY ID: 64031N108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathleen A. Farrell | Management | For | Against |
| 1b | Elect Director David S. Graff | Management | For | For |
| 1c | Elect Director Thomas E. Henning | 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 Restricted Stock Plan | Management | For | For |
| 6 | Amend Executive Incentive Bonus Plan | Management | For | For |
| NEOGEN CORPORATION
MEETING DATE: AUG 17, 2022 |
||||
|
TICKER: NEOG
SECURITY ID: 640491106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Amend Charter | Management | For | For |
| 3 | Approve Increase in Size of Board | Management | For | For |
| 4 | Permit Board to Amend Bylaws Without Shareholder Consent | Management | For | For |
| 5 | Adjourn Meeting | Management | For | Against |
| NEOGEN CORPORATION
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: NEOG
SECURITY ID: 640491106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John E. Adent | Management | For | For |
| 1.2 | Elect Director William T. Boehm | Management | For | For |
| 1.3 | Elect Director James P. Tobin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| NETSCOUT SYSTEMS, INC.
MEETING DATE: AUG 24, 2022 |
||||
|
TICKER: NTCT
SECURITY ID: 64115T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anil K. Sinhal | Management | For | For |
| 1.2 | Elect Director Robert E. Donahue | Management | For | For |
| 1.3 | Elect Director John R. Egan | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NEUROCRINE BIOSCIENCES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NBIX
SECURITY ID: 64125C109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin C. Gorman | Management | For | For |
| 1.2 | Elect Director Gary A. Lyons | Management | For | For |
| 1.3 | Elect Director Johanna Mercier | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NEWMARKET CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NEU
SECURITY ID: 651587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark M. Gambill | Management | For | For |
| 1.2 | Elect Director Bruce C. Gottwald | Management | For | For |
| 1.3 | Elect Director Thomas E. Gottwald | Management | For | For |
| 1.4 | Elect Director Patrick D. Hanley | Management | For | For |
| 1.5 | Elect Director H. Hiter Harris, III | Management | For | For |
| 1.6 | Elect Director James E. Rogers | Management | For | For |
| 1.7 | Elect Director Ting Xu | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publication of GHG Emissions and Setting Short-, Medium- and Long-Term Emission Reduction Targets to Align Business Activities with Net Zero Emissions by 2050 in Line with the Paris Climate Agreement | Shareholder | Against | For |
| NEXPOINT DIVERSIFIED REAL ESTATE TRUST
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: NXDT
SECURITY ID: 65340G205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Dondero | Management | For | For |
| 1b | Elect Director Brian Mitts | Management | For | For |
| 1c | Elect Director Edward Constantino | Management | For | Withhold |
| 1d | Elect Director Scott Kavanaugh | Management | For | Withhold |
| 1e | Elect Director Arthur Laffer | Management | For | For |
| 1f | Elect Director Carol Swain | Management | For | For |
| 1g | Elect Director Catherine Wood | Management | For | Withhold |
| 2 | Approve Issuance of Shares to NexPoint Advisors X, L.P. | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| NEXSTAR MEDIA GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NXST
SECURITY ID: 65336K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | For |
| NORDSON CORPORATION
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: NDSN
SECURITY ID: 655663102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.2 | Elect Director Michael J. Merriman, Jr. | Management | For | For |
| 1.3 | Elect Director Milton M. Morris | Management | For | For |
| 1.4 | Elect Director Mary G. Puma | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Supermajority Vote Requirement | Management | For | For |
| 6 | Reduce Supermajority Vote Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | Management | For | For |
| 7 | Reduce Supermajority Vote Requirement for Certain Amendments to Regulations as set forth in Article IX | Management | For | For |
| 8 | Amend Regulations to the Extent Permitted by Ohio law | Management | For | For |
| NORTHWEST PIPE COMPANY
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NWPX
SECURITY ID: 667746101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Irma Lockridge | Management | For | For |
| 1b | Elect Director Scott Montross | Management | For | For |
| 1c | Elect Director John Paschal | 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 Moss Adams LLP as Auditors | Management | For | For |
| NORTHWESTERN CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: NWE
SECURITY ID: 668074305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Bird | Management | For | For |
| 1.2 | Elect Director Anthony Clark | Management | For | For |
| 1.3 | Elect Director Dana Dykhouse | Management | For | For |
| 1.4 | Elect Director Sherina Edwards | Management | For | For |
| 1.5 | Elect Director Jan Horsfall | Management | For | For |
| 1.6 | Elect Director Britt Ide | Management | For | For |
| 1.7 | Elect Director Kent Larson | Management | For | For |
| 1.8 | Elect Director Linda Sullivan | Management | For | For |
| 1.9 | Elect Director Mahvash Yazdi | Management | For | For |
| 1.10 | Elect Director Jeffrey Yingling | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NOVANTA INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: NOVT
SECURITY ID: 67000B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Lonny J. Carpenter | Management | For | For |
| 1B | Elect Director Matthijs Glastra | Management | For | For |
| 1C | Elect Director Barbara B. Hulit | Management | For | For |
| 1D | Elect Director Maxine L. Mauricio | Management | For | For |
| 1E | Elect Director Katherine A. Owen | Management | For | For |
| 1F | Elect Director Thomas N. Secor | Management | For | For |
| 1G | Elect Director Darlene J.S. Solomon | Management | For | For |
| 1H | Elect Director Frank A. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NOVOCURE LIMITED
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: NVCR
SECURITY ID: G6674U108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Asaf Danziger | Management | For | For |
| 1b | Elect Director William Doyle | Management | For | For |
| 1c | Elect Director Jeryl Hilleman | Management | For | For |
| 1d | Elect Director David Hung | Management | For | For |
| 1e | Elect Director Kinyip Gabriel Leung | Management | For | For |
| 1f | Elect Director Martin Madden | Management | For | For |
| 1g | Elect Director Allyson Ocean | Management | For | For |
| 1h | Elect Director Timothy Scannell | Management | For | For |
| 1i | Elect Director Kristin Stafford | Management | For | For |
| 1j | Elect Director William Vernon | Management | For | For |
| 2 | Ratify Kost Forer Gabbay & Kasierer as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NRG ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NRG
SECURITY ID: 629377508
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director E. Spencer Abraham | Management | For | For |
| 1b | Elect Director Antonio Carrillo | Management | For | For |
| 1c | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1d | Elect Director Lawrence S. Coben | Management | For | For |
| 1e | Elect Director Heather Cox | Management | For | For |
| 1f | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1g | Elect Director Mauricio Gutierrez | Management | For | For |
| 1h | Elect Director Paul W. Hobby | Management | For | For |
| 1i | Elect Director Alexandra Pruner | Management | For | For |
| 1j | Elect Director Anne C. Schaumburg | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| NV5 GLOBAL, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: NVEE
SECURITY ID: 62945V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dickerson Wright | Management | For | For |
| 1.2 | Elect Director Alexander A. Hockman | Management | For | For |
| 1.3 | Elect Director MaryJo E. O'Brien | Management | For | For |
| 1.4 | Elect Director William D. Pruitt | Management | For | For |
| 1.5 | Elect Director Francois Tardan | Management | For | For |
| 1.6 | Elect Director Laurie Conner | Management | For | For |
| 1.7 | Elect Director Denise Dickins | Management | For | For |
| 1.8 | Elect Director Brian C. Freckmann | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| NVENT ELECTRIC PLC
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: NVT
SECURITY ID: G6700G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry A. Aaholm | Management | For | For |
| 1b | Elect Director Jerry W. Burris | Management | For | For |
| 1c | Elect Director Susan M. Cameron | Management | For | For |
| 1d | Elect Director Michael L. Ducker | Management | For | For |
| 1e | Elect Director Randall J. Hogan | Management | For | For |
| 1f | Elect Director Danita K. Ostling | Management | For | For |
| 1g | Elect Director Nicola Palmer | Management | For | For |
| 1h | Elect Director Herbert K. Parker | Management | For | For |
| 1i | Elect Director Greg Scheu | Management | For | For |
| 1j | Elect Director Beth A. Wozniak | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Authorize Board to Issue of Shares under Irish Law | Management | For | For |
| 5 | Authorize the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Price Range for Reissuance of Treasury Shares | Management | For | For |
| OFG BANCORP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: OFG
SECURITY ID: 67103X102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian S. Inclan | Management | For | For |
| 1.2 | Elect Director Jose R. Fernandez | Management | For | For |
| 1.3 | Elect Director Jorge Colon-Gerena | Management | For | For |
| 1.4 | Elect Director Nestor de Jesus | Management | For | For |
| 1.5 | Elect Director Annette Franqui | Management | For | For |
| 1.6 | Elect Director Susan Harnett | Management | For | For |
| 1.7 | Elect Director Rafael Velez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| OGE ENERGY CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: OGE
SECURITY ID: 670837103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frank A. Bozich | Management | For | For |
| 1b | Elect Director Peter D. Clarke | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director David L. Hauser | Management | For | For |
| 1e | Elect Director Luther C. Kissam, IV | Management | For | For |
| 1f | Elect Director Judy R. McReynolds | Management | For | For |
| 1g | Elect Director David E. Rainbolt | Management | For | For |
| 1h | Elect Director J. Michael Sanner | Management | For | For |
| 1i | Elect Director Sheila G. Talton | Management | For | For |
| 1j | Elect Director Sean Trauschke | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Supermajority Vote Requirement | Management | For | For |
| OLD REPUBLIC INTERNATIONAL CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: ORI
SECURITY ID: 680223104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara A. Adachi | Management | For | For |
| 1.2 | Elect Director Charles J. Kovaleski | Management | For | For |
| 1.3 | Elect Director Craig R. Smiddy | Management | For | For |
| 1.4 | Elect Director Fredricka Taubitz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OLD SECOND BANCORP, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: OSBC
SECURITY ID: 680277100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William Kane | Management | For | For |
| 1b | Elect Director John Ladowicz | Management | For | For |
| 1c | Elect Director Billy J. Lyons, Jr. | Management | For | For |
| 1d | Elect Director Patti Temple Rocks | Management | For | For |
| 1e | Elect Director John Williams, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Plante & Moran, PLLC as Auditors | Management | For | For |
| OLIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: OLN
SECURITY ID: 680665205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Beverley A. Babcock | Management | For | For |
| 1b | Elect Director C. Robert Bunch | Management | For | For |
| 1c | Elect Director Matthew S. Darnall | Management | For | For |
| 1d | Elect Director Earl L. Shipp | Management | For | For |
| 1e | Elect Director Scott M. Sutton | Management | For | For |
| 1f | Elect Director William H. Weideman | Management | For | For |
| 1g | Elect Director W. Anthony Will | Management | For | For |
| 1h | Elect Director Carol A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| OLLIE'S BARGAIN OUTLET HOLDINGS, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: OLLI
SECURITY ID: 681116109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alissa Ahlman | Management | For | For |
| 1b | Elect Director Robert Fisch | Management | For | For |
| 1c | Elect Director Stanley Fleishman | Management | For | For |
| 1d | Elect Director Thomas Hendrickson | Management | For | For |
| 1e | Elect Director Abid Rizvi | Management | For | For |
| 1f | Elect Director John Swygert | Management | For | For |
| 1g | Elect Director Stephen White | Management | For | For |
| 1h | Elect Director Richard Zannino | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| OMEGA HEALTHCARE INVESTORS, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: OHI
SECURITY ID: 681936100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kapila K. Anand | Management | For | For |
| 1b | Elect Director Craig R. Callen | Management | For | For |
| 1c | Elect Director Lisa C. Egbuonu-Davis | Management | For | For |
| 1d | Elect Director Barbara B. Hill | Management | For | For |
| 1e | Elect Director Kevin J. Jacobs | Management | For | For |
| 1f | Elect Director C. Taylor Pickett | Management | For | For |
| 1g | Elect Director Stephen D. Plavin | Management | For | For |
| 1h | Elect Director Burke W. Whitman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| ONE GAS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: OGS
SECURITY ID: 68235P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert B. Evans | Management | For | For |
| 1.2 | Elect Director John W. Gibson | Management | For | For |
| 1.3 | Elect Director Tracy E. Hart | Management | For | For |
| 1.4 | Elect Director Michael G. Hutchinson | Management | For | For |
| 1.5 | Elect Director Robert S. McAnnally | Management | For | For |
| 1.6 | Elect Director Pattye L. Moore | Management | For | For |
| 1.7 | Elect Director Eduardo L. Rodriguez | Management | For | For |
| 1.8 | Elect Director Douglas H. Yaeger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ONTO INNOVATION INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ONTO
SECURITY ID: 683344105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher A. Seams | Management | For | For |
| 1.2 | Elect Director Leo Berlinghieri | Management | For | For |
| 1.3 | Elect Director Stephen D. Kelley | Management | For | For |
| 1.4 | Elect Director David B. Miller | Management | For | For |
| 1.5 | Elect Director Michael P. Plisinski | Management | For | For |
| 1.6 | Elect Director Karen M. Rogge | Management | For | For |
| 1.7 | Elect Director May Su | Management | For | For |
| 1.8 | Elect Director Christine A. Tsingos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OPTION CARE HEALTH, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: OPCH
SECURITY ID: 68404L201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Arlotta | Management | For | For |
| 1.2 | Elect Director Elizabeth Q. Betten | Management | For | For |
| 1.3 | Elect Director Elizabeth D. Bierbower | Management | For | For |
| 1.4 | Elect Director Natasha Deckmann | Management | For | For |
| 1.5 | Elect Director David W. Golding | Management | For | For |
| 1.6 | Elect Director Harry M. Jansen Kraemer, Jr. | Management | For | For |
| 1.7 | Elect Director R. Carter Pate | Management | For | For |
| 1.8 | Elect Director John C. Rademacher | Management | For | For |
| 1.9 | Elect Director Nitin Sahney | Management | For | For |
| 1.10 | Elect Director Timothy P. Sullivan | 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 |
| ORGANON & CO.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: OGN
SECURITY ID: 68622V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carrie S. Cox | Management | For | For |
| 1b | Elect Director Alan Ezekowitz | Management | For | For |
| 1c | Elect Director Helene Gayle | Management | For | For |
| 1d | Elect Director Deborah Leone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ORMAT TECHNOLOGIES, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: ORA
SECURITY ID: 686688102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Isaac Angel | Management | For | For |
| 1B | Elect Director Karin Corfee | Management | For | For |
| 1C | Elect Director David Granot | Management | For | For |
| 1D | Elect Director Michal Marom | Management | For | For |
| 1E | Elect Director Mike Nikkel | Management | For | For |
| 1F | Elect Director Dafna Sharir | Management | For | For |
| 1G | Elect Director Stanley B. Stern | Management | For | For |
| 1H | Elect Director Hidetake Takahashi | Management | For | For |
| 1I | Elect Director Byron G. Wong | Management | For | For |
| 2 | Ratify Kesselman & Kesselman 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 |
| OSI SYSTEMS, INC.
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: OSIS
SECURITY ID: 671044105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deepak Chopra | Management | For | For |
| 1.2 | Elect Director William F. Ballhaus, Jr. | Management | For | For |
| 1.3 | Elect Director Kelli Bernard | Management | For | For |
| 1.4 | Elect Director Gerald Chizever | Management | For | For |
| 1.5 | Elect Director James B. Hawkins | Management | For | For |
| 1.6 | Elect Director Meyer Luskin | Management | For | For |
| 2 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| OTTER TAIL CORPORATION
MEETING DATE: APR 17, 2023 |
||||
|
TICKER: OTTR
SECURITY ID: 689648103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Erickson | Management | For | For |
| 1.2 | Elect Director Nathan I. Partain | Management | For | For |
| 1.3 | Elect Director Jeanne H. Crain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| OWENS CORNING
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: OC
SECURITY ID: 690742101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Chambers | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Adrienne D. Elsner | Management | For | For |
| 1d | Elect Director Alfred E. Festa | Management | For | For |
| 1e | Elect Director Edward F. Lonergan | Management | For | For |
| 1f | Elect Director Maryann T. Mannen | Management | For | For |
| 1g | Elect Director Paul E. Martin | Management | For | For |
| 1h | Elect Director W. Howard Morris | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director John D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 7 | Amend Bylaws to Add Federal Forum Selection Provision | Management | For | For |
| PAR PACIFIC HOLDINGS, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PARR
SECURITY ID: 69888T207
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Silberman | Management | For | For |
| 1.2 | Elect Director Melvyn Klein | Management | For | For |
| 1.3 | Elect Director Curtis Anastasio | Management | For | For |
| 1.4 | Elect Director Anthony R. Chase | Management | For | For |
| 1.5 | Elect Director Timothy Clossey | Management | For | For |
| 1.6 | Elect Director Philip S. Davidson | Management | For | For |
| 1.7 | Elect Director Walter Dods | Management | For | For |
| 1.8 | Elect Director Katherine Hatcher | Management | For | For |
| 1.9 | Elect Director William Monteleone | Management | For | For |
| 1.10 | Elect Director William Pate | Management | For | For |
| 1.11 | Elect Director Aaron Zell | 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 Qualified Employee Stock Purchase Plan | Management | For | For |
| PARSONS CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: PSN
SECURITY ID: 70202L102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Letitia A. Long | Management | For | Withhold |
| 1.2 | Elect Director Harry T. McMahon | Management | For | For |
| 1.3 | Elect Director Carey A. 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 |
| PATHWARD FINANCIAL, INC.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: CASH
SECURITY ID: 59100U108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas J. Hajek | Management | For | For |
| 1.2 | Elect Director Kendall E. Stork | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| PAYLOCITY HOLDING CORPORATION
MEETING DATE: DEC 01, 2022 |
||||
|
TICKER: PCTY
SECURITY ID: 70438V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven R. Beauchamp | Management | For | For |
| 1.2 | Elect Director Virginia G. Breen | Management | For | For |
| 1.3 | Elect Director Robin L. Pederson | Management | For | For |
| 1.4 | Elect Director Andres D. Reiner | Management | For | For |
| 1.5 | Elect Director Kenneth B. Robinson | Management | For | For |
| 1.6 | Elect Director Ronald V. Waters, III | Management | For | For |
| 1.7 | Elect Director Toby J. 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 |
| PBF ENERGY INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PBF
SECURITY ID: 69318G106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Nimbley | Management | For | For |
| 1b | Elect Director Spencer Abraham | Management | For | For |
| 1c | Elect Director Wayne Budd | Management | For | For |
| 1d | Elect Director Paul J. Donahue, Jr. | Management | For | For |
| 1e | Elect Director S. Eugene Edwards | Management | For | For |
| 1f | Elect Director Georganne Hodges | Management | For | For |
| 1g | Elect Director Kimberly S. Lubel | Management | For | For |
| 1h | Elect Director George E. Ogden | Management | For | For |
| 1i | Elect Director Damian W. Wilmot | Management | For | For |
| 1j | Elect Director Lawrence Ziemba | 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 |
| PC CONNECTION, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CNXN
SECURITY ID: 69318J100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia Gallup | Management | For | Withhold |
| 1.2 | Elect Director David Beffa-Negrini | Management | For | For |
| 1.3 | Elect Director Jay Bothwick | Management | For | For |
| 1.4 | Elect Director Barbara Duckett | Management | For | For |
| 1.5 | Elect Director Jack Ferguson | Management | For | For |
| 1.6 | Elect Director Gary Kinyon | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PDC ENERGY, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PDCE
SECURITY ID: 69327R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barton R. Brookman | Management | For | For |
| 1.2 | Elect Director Pamela R. Butcher | Management | For | For |
| 1.3 | Elect Director Mark E. Ellis | Management | For | For |
| 1.4 | Elect Director Paul J. Korus | Management | For | For |
| 1.5 | Elect Director Lynn A. Peterson | Management | For | For |
| 1.6 | Elect Director Carlos A. Sabater | Management | For | For |
| 1.7 | Elect Director Diana L. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PEABODY ENERGY CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: BTU
SECURITY ID: 704551100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bob Malone | Management | For | For |
| 1b | Elect Director Samantha B. Algaze | Management | For | For |
| 1c | Elect Director Andrea E. Bertone | Management | For | For |
| 1d | Elect Director William H. Champion | Management | For | For |
| 1e | Elect Director Nicholas J. Chirekos | Management | For | For |
| 1f | Elect Director Stephen E. Gorman | Management | For | For |
| 1g | Elect Director James C. Grech | Management | For | For |
| 1h | Elect Director Joe W. Laymon | Management | For | For |
| 1i | Elect Director David J. Miller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PEAPACK-GLADSTONE FINANCIAL CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PGC
SECURITY ID: 704699107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carmen M. Bowser | Management | For | For |
| 1.2 | Elect Director Susan A. Cole | Management | For | For |
| 1.3 | Elect Director Anthony J. Consi, II | Management | For | For |
| 1.4 | Elect Director Richard Daingerfield | Management | For | For |
| 1.5 | Elect Director Edward A. Gramigna, Jr. | Management | For | For |
| 1.6 | Elect Director Peter D. Horst | Management | For | For |
| 1.7 | Elect Director Steven A. Kass | Management | For | For |
| 1.8 | Elect Director Douglas L. Kennedy | Management | For | For |
| 1.9 | Elect Director F. Duffield Meyercord | Management | For | For |
| 1.10 | Elect Director Patrick J. Mullen | Management | For | For |
| 1.11 | Elect Director Philip W. Smith, III | Management | For | For |
| 1.12 | Elect Director Tony Spinelli | Management | For | For |
| 1.13 | Elect Director Beth Welsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| PENSKE AUTOMOTIVE GROUP, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: PAG
SECURITY ID: 70959W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Barr | Management | For | Against |
| 1b | Elect Director Lisa Davis | Management | For | For |
| 1c | Elect Director Wolfgang Durheimer | Management | For | For |
| 1d | Elect Director Michael Eisenson | Management | For | For |
| 1e | Elect Director Robert Kurnick, Jr. | Management | For | For |
| 1f | Elect Director Kimberly McWaters | Management | For | Against |
| 1g | Elect Director Kota Odagiri | Management | For | For |
| 1h | Elect Director Greg Penske | Management | For | For |
| 1i | Elect Director Roger Penske | Management | For | For |
| 1j | Elect Director Sandra Pierce | Management | For | For |
| 1k | Elect Director Greg Smith | Management | For | Against |
| 1l | Elect Director Ronald Steinhart | Management | For | Against |
| 1m | Elect Director H. Brian Thompson | Management | For | For |
| 2 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PERDOCEO EDUCATION CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: PRDO
SECURITY ID: 71363P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis H. Chookaszian | Management | For | For |
| 1b | Elect Director Kenda B. Gonzales | Management | For | For |
| 1c | Elect Director Patrick W. Gross | Management | For | For |
| 1d | Elect Director William D. Hansen | Management | For | For |
| 1e | Elect Director Andrew H. Hurst | Management | For | For |
| 1f | Elect Director Gregory L. Jackson | Management | For | For |
| 1g | Elect Director Todd S. Nelson | Management | For | For |
| 1h | Elect Director Leslie T. Thornton | Management | For | For |
| 1i | Elect Director Alan D. Wheat | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| PERRIGO COMPANY PLC
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PRGO
SECURITY ID: G97822103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley A. Alford | Management | For | For |
| 1.2 | Elect Director Orlando D. Ashford | Management | For | For |
| 1.3 | Elect Director Katherine C. Doyle | Management | For | For |
| 1.4 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.5 | Elect Director Murray S. Kessler | Management | For | For |
| 1.6 | Elect Director Jeffrey B. Kindler | Management | For | For |
| 1.7 | Elect Director Erica L. Mann | Management | For | For |
| 1.8 | Elect Director Albert A. Manzone | Management | For | For |
| 1.9 | Elect Director Donal O'Connor | Management | For | For |
| 1.10 | Elect Director Geoffrey M. Parker | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorise Issue of Equity | Management | For | For |
| 6 | Authorize Issuance of Equity without Preemptive Rights | Management | For | For |
| 7 | Approve Creation of Distributable Reserves | Management | For | For |
| PHIBRO ANIMAL HEALTH CORPORATION
MEETING DATE: NOV 07, 2022 |
||||
|
TICKER: PAHC
SECURITY ID: 71742Q106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jack C. Bendheim | Management | For | Withhold |
| 1.2 | Elect Director E. Thomas Corcoran | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PHILLIPS EDISON & COMPANY, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PECO
SECURITY ID: 71844V201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey S. Edison | Management | For | For |
| 1b | Elect Director Leslie T. Chao | Management | For | For |
| 1c | Elect Director Elizabeth O. Fischer | Management | For | For |
| 1d | Elect Director Stephen R. Quazzo | Management | For | For |
| 1e | Elect Director Jane E. Silfen | Management | For | For |
| 1f | Elect Director John A. Strong | Management | For | For |
| 1g | Elect Director Gregory S. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PHOTRONICS, INC.
MEETING DATE: MAR 16, 2023 |
||||
|
TICKER: PLAB
SECURITY ID: 719405102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Walter M. Fiederowicz | Management | For | For |
| 1.2 | Elect Director Frank Lee | Management | For | For |
| 1.3 | Elect Director Adam Lewis | Management | For | For |
| 1.4 | Elect Director Daniel Liao | Management | For | For |
| 1.5 | Elect Director Constantine S. Macricostas | Management | For | For |
| 1.6 | Elect Director George Macricostas | Management | For | For |
| 1.7 | Elect Director Mary Paladino | Management | For | For |
| 1.8 | Elect Director Mitchell G. Tyson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PHYSICIANS REALTY TRUST
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: DOC
SECURITY ID: 71943U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John T. Thomas | Management | For | For |
| 1.2 | Elect Director Tommy G. Thompson | Management | For | For |
| 1.3 | Elect Director Stanton D. Anderson | Management | For | For |
| 1.4 | Elect Director Mark A. Baumgartner | Management | For | For |
| 1.5 | Elect Director Albert C. Black, Jr. | Management | For | For |
| 1.6 | Elect Director William A. Ebinger | Management | For | For |
| 1.7 | Elect Director Pamela J. Kessler | Management | For | For |
| 1.8 | Elect Director Ava E. Lias-Booker | Management | For | For |
| 1.9 | Elect Director Richard A. Weiss | Management | 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 |
| PINNACLE WEST CAPITAL CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: PNW
SECURITY ID: 723484101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glynis A. Bryan | Management | For | For |
| 1.2 | Elect Director Gonzalo A. de la Melena, Jr. | Management | For | For |
| 1.3 | Elect Director Richard P. Fox | Management | For | For |
| 1.4 | Elect Director Jeffrey B. Guldner | Management | For | For |
| 1.5 | Elect Director Kathryn L. Munro | Management | For | For |
| 1.6 | Elect Director Bruce J. Nordstrom | Management | For | For |
| 1.7 | Elect Director Paula J. Sims | Management | For | For |
| 1.8 | Elect Director William H. Spence | Management | For | For |
| 1.9 | Elect Director Kristine L. Svinicki | Management | For | For |
| 1.10 | Elect Director James E. Trevathan, Jr. | Management | For | For |
| 1.11 | Elect Director David P. Wagener - Withdrawn | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| PJT PARTNERS INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PJT
SECURITY ID: 69343T107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas M. Ryan | Management | For | Withhold |
| 1b | Elect Director K. Don Cornwell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PLANET FITNESS, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: PLNT
SECURITY ID: 72703H101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Enshalla Anderson | Management | For | For |
| 1.2 | Elect Director Stephen Spinelli, Jr. | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PNM RESOURCES, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: PNM
SECURITY ID: 69349H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Vicky A. Bailey | Management | For | For |
| 1B | Elect Director Norman P. Becker | Management | For | For |
| 1C | Elect Director Patricia K. Collawn | Management | For | For |
| 1D | Elect Director E. Renae Conley | Management | For | For |
| 1E | Elect Director Alan J. Fohrer | Management | For | For |
| 1F | Elect Director Sidney M. Gutierrez | Management | For | For |
| 1G | Elect Director James A. Hughes | Management | For | For |
| 1H | Elect Director Maureen T. Mullarkey | Management | For | For |
| 1I | Elect Director Donald K. Schwanz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| POLARIS INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PII
SECURITY ID: 731068102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George W. Bilicic | Management | For | For |
| 1b | Elect Director Gary E. Hendrickson | Management | For | For |
| 1c | Elect Director Gwenne A. Henricks | 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 | Change State of Incorporation from Minnesota to Delaware | Management | For | For |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 7 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| POPULAR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: BPOP
SECURITY ID: 733174700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ignacio Alvarez | Management | For | For |
| 1b | Elect Director Joaquin E. Bacardi, III | Management | For | For |
| 1c | Elect Director Alejandro M. Ballester | Management | For | For |
| 1d | Elect Director Robert Carrady | Management | For | For |
| 1e | Elect Director Richard L. Carrion | Management | For | For |
| 1f | Elect Director Betty DeVita | Management | For | For |
| 1g | Elect Director John W. Diercksen | Management | For | For |
| 1h | Elect Director Maria Luisa Ferre Rangel | Management | For | For |
| 1i | Elect Director C. Kim Goodwin | Management | For | For |
| 1j | Elect Director Jose R. Rodriguez | Management | For | For |
| 1k | Elect Director Alejandro M. Sanchez | Management | For | For |
| 1l | Elect Director Myrna M. Soto | Management | For | For |
| 1m | Elect Director Carlos A. Unanue | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PORTLAND GENERAL ELECTRIC COMPANY
MEETING DATE: APR 21, 2023 |
||||
|
TICKER: POR
SECURITY ID: 736508847
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dawn Farrell | Management | For | For |
| 1b | Elect Director Mark Ganz | Management | For | For |
| 1c | Elect Director Marie Oh Huber | Management | For | For |
| 1d | Elect Director Kathryn Jackson | Management | For | For |
| 1e | Elect Director Michael Lewis | Management | For | For |
| 1f | Elect Director Michael Millegan | Management | For | For |
| 1g | Elect Director Lee Pelton | Management | For | For |
| 1h | Elect Director Patricia Salas Pineda | Management | For | For |
| 1i | Elect Director Maria Pope | Management | For | For |
| 1j | Elect Director James Torgerson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| POTLATCHDELTIC CORPORATION
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: PCH
SECURITY ID: 737630103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda M. Breard | Management | For | For |
| 1b | Elect Director Eric J. Cremers | Management | For | For |
| 1c | Elect Director James M. DeCosmo | Management | For | For |
| 1d | Elect Director Lawrence S. Peiros | 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 | Increase Authorized Common Stock | Management | For | For |
| POWER INTEGRATIONS, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: POWI
SECURITY ID: 739276103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wendy Arienzo | Management | For | For |
| 1.2 | Elect Director Balu Balakrishnan | Management | For | For |
| 1.3 | Elect Director Nicholas E. Brathwaite | Management | For | For |
| 1.4 | Elect Director Anita Ganti | Management | For | For |
| 1.5 | Elect Director Nancy Gioia | Management | For | For |
| 1.6 | Elect Director Balakrishnan S. Iyer | Management | For | For |
| 1.7 | Elect Director Ravi Vig | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PREFERRED BANK
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: PFBC
SECURITY ID: 740367404
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Li Yu | Management | For | For |
| 1.2 | Elect Director Clark Hsu | Management | For | For |
| 1.3 | Elect Director Kathleen Shane | Management | For | For |
| 1.4 | Elect Director William C. Y. Cheng | Management | For | For |
| 1.5 | Elect Director Chih-wei Wu | Management | For | For |
| 1.6 | Elect Director J. Richard Belliston | Management | For | For |
| 1.7 | Elect Director Gary S. Nunnelly | Management | For | For |
| 1.8 | Elect Director Wayne Wu | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Authorize Share Repurchase Program | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| PREMIER, INC.
MEETING DATE: DEC 02, 2022 |
||||
|
TICKER: PINC
SECURITY ID: 74051N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Alkire | Management | For | For |
| 1.2 | Elect Director Jody R. Davids | Management | For | For |
| 1.3 | Elect Director Peter S. Fine | Management | For | For |
| 1.4 | Elect Director Marvin R. O'Quinn | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PRESTIGE CONSUMER HEALTHCARE INC.
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: PBH
SECURITY ID: 74112D101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald M. Lombardi | Management | For | For |
| 1.2 | Elect Director John E. Byom | Management | For | For |
| 1.3 | Elect Director Celeste A. Clark | Management | For | For |
| 1.4 | Elect Director Christopher J. Coughlin | Management | For | For |
| 1.5 | Elect Director Sheila A. Hopkins | Management | For | For |
| 1.6 | Elect Director Natale S. Ricciardi | Management | For | For |
| 1.7 | Elect Director Dawn M. Zier | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PRIMERICA, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: PRI
SECURITY ID: 74164M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Addison, Jr. | Management | For | For |
| 1b | Elect Director Joel M. Babbit | Management | For | For |
| 1c | Elect Director Amber L. Cottle | Management | For | For |
| 1d | Elect Director Gary L. Crittenden | Management | For | For |
| 1e | Elect Director Cynthia N. Day | Management | For | For |
| 1f | Elect Director Sanjeev Dheer | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director D. Richard Williams | Management | For | For |
| 1i | Elect Director Glenn J. Williams | Management | For | For |
| 1j | Elect Director Barbara A. Yastine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PROCEPT BIOROBOTICS CORPORATION
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: PRCT
SECURITY ID: 74276L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederic Moll | Management | For | For |
| 1.2 | Elect Director Antal Desai | Management | For | Withhold |
| 1.3 | Elect Director Mary Garrett | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROGRESS SOFTWARE CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: PRGS
SECURITY ID: 743312100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul T. Dacier | Management | For | For |
| 1.2 | Elect Director John R. Egan | Management | For | For |
| 1.3 | Elect Director Rainer Gawlick | Management | For | For |
| 1.4 | Elect Director Yogesh Gupta | Management | For | For |
| 1.5 | Elect Director Charles F. Kane | Management | For | For |
| 1.6 | Elect Director Samskriti (Sam) Y. King | Management | For | For |
| 1.7 | Elect Director David A. Krall | Management | For | For |
| 1.8 | Elect Director Angela T. Tucci | Management | For | For |
| 1.9 | Elect Director Vivian Vitale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PROVIDENT FINANCIAL SERVICES, INC.
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: PFS
SECURITY ID: 74386T105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| PS BUSINESS PARKS, INC.
MEETING DATE: JUL 15, 2022 |
||||
|
TICKER: PSB
SECURITY ID: 69360J107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | Against |
| PTC INC.
MEETING DATE: FEB 16, 2023 |
||||
|
TICKER: PTC
SECURITY ID: 69370C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Benjamin | Management | For | For |
| 1.2 | Elect Director Janice Chaffin | Management | For | For |
| 1.3 | Elect Director Amar Hanspal | Management | For | For |
| 1.4 | Elect Director James Heppelmann | Management | For | For |
| 1.5 | Elect Director Michal Katz | Management | For | For |
| 1.6 | Elect Director Paul Lacy | Management | For | For |
| 1.7 | Elect Director Corinna Lathan | Management | For | For |
| 1.8 | Elect Director Blake Moret | Management | For | For |
| 1.9 | Elect Director Robert Schechter | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PURE STORAGE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: PSTG
SECURITY ID: 74624M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Brown | Management | For | For |
| 1.2 | Elect Director John "Coz" Colgrove | Management | For | For |
| 1.3 | Elect Director Roxanne Taylor | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| QCR HOLDINGS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: QCRH
SECURITY ID: 74727A104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Field | Management | For | For |
| 1.2 | Elect Director John F. Griesemer | Management | For | For |
| 1.3 | Elect Director Elizabeth S. Jacobs | Management | For | For |
| 1.4 | Elect Director Marie Z. Ziegler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| QUALYS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: QLYS
SECURITY ID: 74758T303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wendy M. Pfeiffer | Management | For | For |
| 1.2 | Elect Director John Zangardi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUIDELORTHO CORP.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: QDEL
SECURITY ID: 219798105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas C. Bryant | Management | For | For |
| 1.2 | Elect Director Kenneth F. Buechler | Management | For | For |
| 1.3 | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1.4 | Elect Director Edward L. Michael | Management | For | For |
| 1.5 | Elect Director Mary Lake Polan | Management | For | For |
| 1.6 | Elect Director Ann D. Rhoads | Management | For | For |
| 1.7 | Elect Director Robert R. Schmidt | Management | For | For |
| 1.8 | Elect Director Christoper M. Smith | Management | For | For |
| 1.9 | Elect Director Matthew W. Strobeck | Management | For | For |
| 1.10 | Elect Director Kenneth J. Widder | Management | For | For |
| 1.11 | Elect Director Joseph D. Wilkins, Jr. | Management | For | For |
| 1.12 | Elect Director Stephen H. Wise | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RADIAN GROUP INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RDN
SECURITY ID: 750236101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Howard B. Culang | Management | For | For |
| 1b | Elect Director Fawad Ahmad | Management | For | For |
| 1c | Elect Director Brad L. Conner | Management | For | For |
| 1d | Elect Director Debra Hess | Management | For | For |
| 1e | Elect Director Lisa W. Hess | Management | For | For |
| 1f | Elect Director Brian D. Montgomery | Management | For | For |
| 1g | Elect Director Lisa Mumford | Management | For | For |
| 1h | Elect Director Gaetano J. Muzio | Management | For | For |
| 1i | Elect Director Gregory V. Serio | Management | For | For |
| 1j | Elect Director Noel J. Spiegel | Management | For | For |
| 1k | Elect Director Richard G. Thornberry | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAMBUS INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: RMBS
SECURITY ID: 750917106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emiko Higashi | Management | For | For |
| 1b | Elect Director Steven Laub | Management | For | For |
| 1c | Elect Director Eric Stang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| RBC BEARINGS INCORPORATED
MEETING DATE: SEP 08, 2022 |
||||
|
TICKER: ROLL
SECURITY ID: 75524B104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael H. Ambrose | Management | For | For |
| 1b | Elect Director Daniel A. Bergeron | Management | For | For |
| 1c | Elect Director Edward D. Stewart | 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 |
| REGAL REXNORD CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RRX
SECURITY ID: 758750103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| REGENCY CENTERS CORPORATION
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: REG
SECURITY ID: 758849103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Stein, Jr. | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director C. Ronald Blankenship | Management | For | For |
| 1d | Elect Director Kristin A. Campbell | Management | For | For |
| 1e | Elect Director Deirdre J. Evens | Management | For | For |
| 1f | Elect Director Thomas W. Furphy | Management | For | For |
| 1g | Elect Director Karin M. Klein | Management | For | For |
| 1h | Elect Director Peter D. Linneman | Management | For | For |
| 1i | Elect Director David P. O'Connor | Management | For | For |
| 1j | Elect Director Lisa Palmer | Management | For | For |
| 1k | Elect Director James H. Simmons, III | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| REINSURANCE GROUP OF AMERICA, INCORPORATED
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: RGA
SECURITY ID: 759351604
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director Tony Cheng | Management | For | For |
| 1c | Elect Director John J. Gauthier | Management | For | For |
| 1d | Elect Director Patricia L. Guinn | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director George Nichols, III | Management | For | For |
| 1h | Elect Director Stephen O'Hearn | Management | For | For |
| 1i | Elect Director Shundrawn Thomas | Management | For | For |
| 1j | Elect Director Khanh T. Tran | Management | For | For |
| 1k | Elect Director Steven C. Van Wyk | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RENAISSANCERE HOLDINGS LTD.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: RNR
SECURITY ID: G7496G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Bushnell | Management | For | For |
| 1b | Elect Director James L. Gibbons | Management | For | For |
| 1c | Elect Director Shyam Gidumal | Management | For | For |
| 1d | Elect Director Torsten Jeworrek | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve PricewaterhouseCoopers Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| REPLIGEN CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: RGEN
SECURITY ID: 759916109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tony J. Hunt | Management | For | For |
| 1b | Elect Director Karen A. Dawes | Management | For | For |
| 1c | Elect Director Nicolas M. Barthelemy | Management | For | For |
| 1d | Elect Director Carrie Eglinton Manner | Management | For | For |
| 1e | Elect Director Konstantin Konstantinov | Management | For | For |
| 1f | Elect Director Martin D. Madaus | Management | For | For |
| 1g | Elect Director Rohin Mhatre | Management | For | For |
| 1h | Elect Director Glenn P. Muir | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Permit Board to Amend Bylaws Without Shareholder Consent | Management | For | For |
| 6 | Provide Proxy Access Right | Management | For | For |
| RESOURCES CONNECTION, INC.
MEETING DATE: OCT 20, 2022 |
||||
|
TICKER: RGP
SECURITY ID: 76122Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony C. Cherbak | Management | For | For |
| 1b | Elect Director Neil F. Dimick | Management | For | For |
| 1c | Elect Director Kate W. Duchene | Management | For | For |
| 2 | Ratify RSM US 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 |
| REXFORD INDUSTRIAL REALTY, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: REXR
SECURITY ID: 76169C100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Antin | Management | For | For |
| 1.2 | Elect Director Michael S. Frankel | Management | For | For |
| 1.3 | Elect Director Diana J. Ingram | Management | For | For |
| 1.4 | Elect Director Angela L. Kleiman | Management | For | For |
| 1.5 | Elect Director Debra L. Morris | Management | For | For |
| 1.6 | Elect Director Tyler H. Rose | Management | For | For |
| 1.7 | Elect Director Howard Schwimmer | Management | For | For |
| 1.8 | Elect Director Richard Ziman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RLI CORP.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RLI
SECURITY ID: 749607107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kaj Ahlmann | Management | For | For |
| 1b | Elect Director Michael E. Angelina | Management | For | For |
| 1c | Elect Director David B. Duclos | Management | For | For |
| 1d | Elect Director Susan S. Fleming | Management | For | For |
| 1e | Elect Director Jordan W. Graham | Management | For | For |
| 1f | Elect Director Craig W. Kliethermes | Management | For | For |
| 1g | Elect Director Paul B. Medini | Management | For | For |
| 1h | Elect Director Jonathan E. Michael | Management | For | For |
| 1i | Elect Director Robert P. Restrepo, Jr. | Management | For | For |
| 1j | Elect Director Debbie S. Roberts | Management | For | For |
| 1k | Elect Director Michael J. Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Include Exculpation of Officers | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROBERT HALF INTERNATIONAL INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RHI
SECURITY ID: 770323103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julia L. Coronado | Management | For | For |
| 1b | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1c | Elect Director Harold M. Messmer, Jr. | Management | For | For |
| 1d | Elect Director Marc H. Morial | Management | For | For |
| 1e | Elect Director Robert J. Pace | Management | For | For |
| 1f | Elect Director Frederick A. Richman | Management | For | For |
| 1g | Elect Director M. Keith Waddell | Management | For | For |
| 1h | Elect Director Marnie H. Wilking | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ROLLINS, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ROL
SECURITY ID: 775711104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerry E. Gahlhoff, Jr. | Management | For | For |
| 1.2 | Elect Director Patrick J. Gunning | Management | For | For |
| 1.3 | Elect Director Gregory B. Morrison | Management | For | For |
| 1.4 | Elect Director Jerry W. Nix | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| ROYAL GOLD, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: RGLD
SECURITY ID: 780287108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fabiana Chubbs | Management | For | For |
| 1b | Elect Director Kevin McArthur | Management | For | For |
| 1c | Elect Director Sybil Veenman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| RUSH ENTERPRISES, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: RUSHA
SECURITY ID: 781846209
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W.M. "Rusty" Rush | Management | For | For |
| 1.2 | Elect Director Thomas A. Akin | Management | For | For |
| 1.3 | Elect Director Raymond J. Chess | Management | For | Withhold |
| 1.4 | Elect Director William H. Cary | Management | For | For |
| 1.5 | Elect Director Kennon H. Guglielmo | Management | For | Withhold |
| 1.6 | Elect Director Elaine Mendoza | Management | For | Withhold |
| 1.7 | Elect Director Troy A. Clarke | Management | For | Withhold |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 8 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RYERSON HOLDING CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: RYI
SECURITY ID: 783754104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kirk K. Calhoun | Management | For | Withhold |
| 1.2 | Elect Director Jacob Kotzubei | Management | For | Withhold |
| 1.3 | Elect Director Edward J. Lehner | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| S&T BANCORP, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: STBA
SECURITY ID: 783859101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lewis W. Adkins, Jr. | Management | For | For |
| 1.2 | Elect Director David G. Antolik | Management | For | For |
| 1.3 | Elect Director Peter R. Barsz | Management | For | For |
| 1.4 | Elect Director Christina A. Cassotis | Management | For | For |
| 1.5 | Elect Director Michael J. Donnelly | Management | For | For |
| 1.6 | Elect Director Jeffrey D. Grube | Management | For | For |
| 1.7 | Elect Director William J. Hieb | Management | For | For |
| 1.8 | Elect Director Christopher J. McComish | Management | For | For |
| 1.9 | Elect Director Frank J. Palermo, Jr. | Management | For | For |
| 1.10 | Elect Director Christine J. Toretti | Management | For | For |
| 1.11 | Elect Director Steven J. Weingarten | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SABRA HEALTH CARE REIT, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: SBRA
SECURITY ID: 78573L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig A. Barbarosh | Management | For | For |
| 1b | Elect Director Katie Cusack | Management | For | For |
| 1c | Elect Director Michael J. Foster | Management | For | For |
| 1d | Elect Director Lynne S. Katzmann | Management | For | For |
| 1e | Elect Director Ann Kono | Management | For | For |
| 1f | Elect Director Jeffrey A. Malehorn | Management | For | For |
| 1g | Elect Director Richard K. Matros | Management | For | For |
| 1h | Elect Director Clifton J. Porter, II | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SAFETY INSURANCE GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SAFT
SECURITY ID: 78648T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John D. Farina | Management | For | For |
| 1b | Elect Director Thalia M. Meehan | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SALLY BEAUTY HOLDINGS, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: SBH
SECURITY ID: 79546E104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rachel R. Bishop | Management | For | For |
| 1.2 | Elect Director Jeffrey Boyer | Management | For | For |
| 1.3 | Elect Director Diana S. Ferguson | Management | For | For |
| 1.4 | Elect Director Dorlisa K. Flur | Management | For | For |
| 1.5 | Elect Director James M. Head | Management | For | For |
| 1.6 | Elect Director Linda Heasley | Management | For | For |
| 1.7 | Elect Director Lawrence "Chip" P. Molloy | Management | For | For |
| 1.8 | Elect Director Erin Nealy Cox | Management | For | For |
| 1.9 | Elect Director Denise Paulonis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SANMINA CORPORATION
MEETING DATE: MAR 13, 2023 |
||||
|
TICKER: SANM
SECURITY ID: 801056102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jure Sola | Management | For | For |
| 1b | Elect Director Eugene A. Delaney | Management | For | For |
| 1c | Elect Director John P. Goldsberry | Management | For | For |
| 1d | Elect Director David V. Hedley, III | Management | For | For |
| 1e | Elect Director Susan A. Johnson | Management | For | For |
| 1f | Elect Director Joseph G. Licata, Jr. | Management | For | For |
| 1g | Elect Director Krish Prabhu | Management | For | For |
| 1h | Elect Director Mario M. Rosati | 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 |
| SAREPTA THERAPEUTICS, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: SRPT
SECURITY ID: 803607100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Barry | Management | For | For |
| 1.2 | Elect Director M. Kathleen Behrens | Management | For | For |
| 1.3 | Elect Director Stephen L. Mayo | Management | For | For |
| 1.4 | Elect Director Claude Nicaise | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| SCANSOURCE, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: SCSC
SECURITY ID: 806037107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Baur | Management | For | For |
| 1b | Elect Director Peter C. Browning | Management | For | For |
| 1c | Elect Director Frank E. Emory, Jr. | Management | For | For |
| 1d | Elect Director Charles A. Mathis | Management | For | For |
| 1e | Elect Director Dorothy F. Ramoneda | Management | For | For |
| 1f | Elect Director Jeffrey R. Rodek | Management | For | For |
| 1g | Elect Director Elizabeth O. Temple | Management | For | For |
| 1h | Elect Director Charles R. Whitchurch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| SCHNEIDER NATIONAL, INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: SNDR
SECURITY ID: 80689H102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jyoti Chopra | Management | For | Withhold |
| 1.2 | Elect Director James R. Giertz | Management | For | Withhold |
| 1.3 | Elect Director Robert W. Grubbs | Management | For | Withhold |
| 1.4 | Elect Director Robert M. Knight, Jr. | Management | For | Withhold |
| 1.5 | Elect Director Therese A. Koller | Management | For | Withhold |
| 1.6 | Elect Director Mark B. Rourke | Management | For | For |
| 1.7 | Elect Director John A. Swainson | Management | For | Withhold |
| 1.8 | Elect Director James L. Welch | Management | For | For |
| 1.9 | Elect Director Kathleen M. Zimmermann | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SCHOLASTIC CORPORATION
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: SCHL
SECURITY ID: 807066105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James W. Barge | Management | For | For |
| 1.2 | Elect Director John L. Davies | Management | For | For |
| SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: SAIC
SECURITY ID: 808625107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Garth N. Graham | Management | For | For |
| 1b | Elect Director Carolyn B. Handlon | Management | For | For |
| 1c | Elect Director Yvette M. Kanouff | Management | For | For |
| 1d | Elect Director Nazzic S. Keene | Management | For | For |
| 1e | Elect Director Timothy J. Mayopoulos | Management | For | For |
| 1f | Elect Director Katharina G. McFarland | Management | For | For |
| 1g | Elect Director Milford W. McGuirt | Management | For | For |
| 1h | Elect Director Donna S. Morea | Management | For | For |
| 1i | Elect Director James C. Reagan | Management | For | For |
| 1j | Elect Director Steven R. Shane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| SCIPLAY CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: SCPL
SECURITY ID: 809087109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Antonia Korsanos | Management | For | For |
| 1.2 | Elect Director Joshua J. Wilson | Management | For | For |
| 1.3 | Elect Director Gerald D. Cohen | Management | For | Withhold |
| 1.4 | Elect Director Nick Earl | Management | For | For |
| 1.5 | Elect Director April Henry | Management | For | Withhold |
| 1.6 | Elect Director Constance P. James | Management | For | For |
| 1.7 | Elect Director Michael Marchetti | Management | For | Withhold |
| 1.8 | Elect Director Charles "CJ" Prober | Management | For | For |
| 1.9 | Elect Director William C. Thompson, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SEI INVESTMENTS COMPANY
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: SEIC
SECURITY ID: 784117103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ryan P. Hicke | Management | For | For |
| 1b | Elect Director Kathryn M. McCarthy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SELECT MEDICAL HOLDINGS CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SEM
SECURITY ID: 81619Q105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bryan C. Cressey | Management | For | For |
| 1.2 | Elect Director Parvinderjit S. Khanuja | Management | For | For |
| 1.3 | Elect Director Robert A. Ortenzio | Management | For | For |
| 1.4 | Elect Director Daniel J. Thomas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SELECTIVE INSURANCE GROUP, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: SIGI
SECURITY ID: 816300107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ainar D. Aijala, Jr. | Management | For | For |
| 1b | Elect Director Lisa Rojas Bacus | Management | For | For |
| 1c | Elect Director Terrence W. Cavanaugh | Management | For | For |
| 1d | Elect Director Wole C. Coaxum | Management | For | For |
| 1e | Elect Director Robert Kelly Doherty | Management | For | For |
| 1f | Elect Director John J. Marchioni | Management | For | For |
| 1g | Elect Director Thomas A. McCarthy | Management | For | For |
| 1h | Elect Director Stephen C. Mills | Management | For | For |
| 1i | Elect Director H. Elizabeth Mitchell | Management | For | For |
| 1j | Elect Director Cynthia S. Nicholson | Management | For | For |
| 1k | Elect Director John S. Scheid | Management | For | For |
| 1l | Elect Director J. Brian Thebault | Management | For | For |
| 1m | Elect Director Philip H. Urban | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SENSIENT TECHNOLOGIES CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SXT
SECURITY ID: 81725T100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Carleone | Management | For | For |
| 1.2 | Elect Director Kathleen Da Cunha | Management | For | For |
| 1.3 | Elect Director Mario Ferruzzi | Management | For | For |
| 1.4 | Elect Director Carol R. Jackson | Management | For | For |
| 1.5 | Elect Director Sharad P. Jain | Management | For | For |
| 1.6 | Elect Director Donald W. Landry | Management | For | For |
| 1.7 | Elect Director Paul Manning | Management | For | For |
| 1.8 | Elect Director Deborah McKeithan-Gebhardt | Management | For | For |
| 1.9 | Elect Director Scott C. Morrison | Management | For | For |
| 1.10 | Elect Director Essie Whitelaw | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SERVICE CORPORATION INTERNATIONAL
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: SCI
SECURITY ID: 817565104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan R. Buckwalter | Management | For | For |
| 1b | Elect Director Anthony L. Coelho | Management | For | For |
| 1c | Elect Director Jakki L. Haussler | Management | For | For |
| 1d | Elect Director Victor L. Lund | Management | For | For |
| 1e | Elect Director Ellen Ochoa | Management | For | For |
| 1f | Elect Director Thomas L. Ryan | Management | For | For |
| 1g | Elect Director C. Park Shaper | Management | For | For |
| 1h | Elect Director Sara Martinez Tucker | Management | For | For |
| 1i | Elect Director W. Blair Waltrip | Management | For | For |
| 1j | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SHOCKWAVE MEDICAL, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: SWAV
SECURITY ID: 82489T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director C. Raymond Larkin, Jr. | Management | For | Withhold |
| 1.2 | Elect Director Laura Francis | Management | For | For |
| 1.3 | Elect Director Maria Sainz | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SILGAN HOLDINGS, INC.
MEETING DATE: MAY 30, 2023 |
||||
|
TICKER: SLGN
SECURITY ID: 827048109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leigh J. Abramson | Management | For | For |
| 1.2 | Elect Director Robert B. Lewis | Management | For | For |
| 1.3 | Elect Director Niharika Ramdev | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SIMPSON MANUFACTURING CO., INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SSD
SECURITY ID: 829073105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James S. Andrasick | Management | For | For |
| 1b | Elect Director Jennifer A. Chatman | Management | For | For |
| 1c | Elect Director Gary M. Cusumano | Management | For | For |
| 1d | Elect Director Philip E. Donaldson | Management | For | For |
| 1e | Elect Director Celeste Volz Ford | Management | For | For |
| 1f | Elect Director Kenneth D. Knight | Management | For | For |
| 1g | Elect Director Robin G. MacGillivray | Management | For | For |
| 1h | Elect Director Michael Olosky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| SIMULATIONS PLUS, INC.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: SLP
SECURITY ID: 829214105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Walter S. Woltosz | Management | For | For |
| 1.2 | Elect Director John K. Paglia | Management | For | For |
| 1.3 | Elect Director Daniel Weiner | Management | For | For |
| 1.4 | Elect Director Lisa LaVange | Management | For | For |
| 1.5 | Elect Director Sharlene Evans | Management | For | For |
| 2 | Ratify Rose, Snyder, & Jacobs, LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SIRIUS XM HOLDINGS INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SIRI
SECURITY ID: 82968B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Blau | Management | For | Withhold |
| 1.2 | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1.3 | Elect Director Robin P. Hickenlooper | Management | For | Withhold |
| 1.4 | Elect Director James P. Holden | Management | For | For |
| 1.5 | Elect Director Gregory B. Maffei | Management | For | Withhold |
| 1.6 | Elect Director Evan D. Malone | Management | For | For |
| 1.7 | Elect Director James E. Meyer | Management | For | Withhold |
| 1.8 | Elect Director Jonelle Procope | Management | For | For |
| 1.9 | Elect Director Michael Rapino | Management | For | For |
| 1.10 | Elect Director Kristina M. Salen | Management | For | For |
| 1.11 | Elect Director Carl E. Vogel | Management | For | For |
| 1.12 | Elect Director Jennifer C. Witz | Management | For | For |
| 1.13 | Elect Director David M. Zaslav | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SITIO ROYALTIES CORP.
MEETING DATE: DEC 28, 2022 |
||||
|
TICKER: STR
SECURITY ID: 82982V101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| SKECHERS U.S.A., INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: SKX
SECURITY ID: 830566105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Katherine Blair | Management | For | Withhold |
| 1.2 | Elect Director Yolanda Macias | Management | For | Withhold |
| 1.3 | Elect Director Richard Siskind | Management | For | For |
| 2 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | Against |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Plans to Reduce Full Value Chain GHG Emissions Aligned with Paris Agreement Goal | Shareholder | Against | For |
| SKYLINE CHAMPION CORPORATION
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: SKY
SECURITY ID: 830830105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith Anderson | Management | For | For |
| 1.2 | Elect Director Michael Berman | Management | For | For |
| 1.3 | Elect Director Timothy Bernlohr | Management | For | For |
| 1.4 | Elect Director Eddie Capel | Management | For | For |
| 1.5 | Elect Director Michael Kaufman | Management | For | For |
| 1.6 | Elect Director Erin Mulligan Nelson | Management | For | For |
| 1.7 | Elect Director Nikul Patel | Management | For | For |
| 1.8 | Elect Director Gary E. Robinette | Management | For | For |
| 1.9 | Elect Director Mark Yost | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SMART GLOBAL HOLDINGS, INC.
MEETING DATE: FEB 10, 2023 |
||||
|
TICKER: SGH
SECURITY ID: G8232Y101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Adams | Management | For | For |
| 1b | Elect Director Bryan Ingram | Management | For | For |
| 1c | Elect Director Mark Papermaster | 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 |
| SMITH & WESSON BRANDS, INC.
MEETING DATE: SEP 12, 2022 |
||||
|
TICKER: SWBI
SECURITY ID: 831754106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anita D. Britt | Management | For | For |
| 1.2 | Elect Director Fred M. Diaz | Management | For | For |
| 1.3 | Elect Director John B. Furman | Management | For | For |
| 1.4 | Elect Director Michael F. Golden | Management | For | For |
| 1.5 | Elect Director Barry M. Monheit | Management | For | For |
| 1.6 | Elect Director Robert L. Scott | Management | For | For |
| 1.7 | Elect Director Mark P. Smith | Management | For | For |
| 1.8 | Elect Director Denis G. Suggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Adopt a Comprehensive Human Rights Policy | Shareholder | Against | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| SONOCO PRODUCTS COMPANY
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: SON
SECURITY ID: 835495102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven L. Boyd | Management | For | For |
| 1.2 | Elect Director R. Howard Coker | Management | For | For |
| 1.3 | Elect Director Pamela L. Davies | Management | For | For |
| 1.4 | Elect Director Theresa J. Drew | Management | For | For |
| 1.5 | Elect Director Philippe Guillemot | Management | For | For |
| 1.6 | Elect Director John R. Haley | Management | For | For |
| 1.7 | Elect Director Robert R. Hill, Jr. | Management | For | For |
| 1.8 | Elect Director Eleni Istavridis | Management | For | For |
| 1.9 | Elect Director Richard G. Kyle | Management | For | For |
| 1.10 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.11 | Elect Director Thomas E. Whiddon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| SOUTH STATE CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SSB
SECURITY ID: 840441109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald M. Cofield, Sr. | Management | For | For |
| 1b | Elect Director Shantella E. Cooper | Management | For | For |
| 1c | Elect Director John C. Corbett | Management | For | For |
| 1d | Elect Director Jean E. Davis | Management | For | For |
| 1e | Elect Director Martin B. Davis | Management | For | For |
| 1f | Elect Director Douglas J. Hertz | Management | For | For |
| 1g | Elect Director G. Ruffner Page, Jr. | Management | For | For |
| 1h | Elect Director William Knox Pou, Jr. | Management | For | For |
| 1i | Elect Director James W. Roquemore | Management | For | For |
| 1j | Elect Director David G. Salyers | Management | For | For |
| 1k | Elect Director Joshua A. Snively | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SOUTHERN MISSOURI BANCORP, INC.
MEETING DATE: OCT 31, 2022 |
||||
|
TICKER: SMBC
SECURITY ID: 843380106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sammy A. Schalk | Management | For | For |
| 1.2 | Elect Director Charles R. Love | Management | For | For |
| 1.3 | Elect Director Daniel L. Jones | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| SOUTHERN MISSOURI BANCORP, INC.
MEETING DATE: DEC 22, 2022 |
||||
|
TICKER: SMBC
SECURITY ID: 843380106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| SOUTHWESTERN ENERGY COMPANY
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SWN
SECURITY ID: 845467109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John D. Gass | Management | For | For |
| 1b | Elect Director S.P. "Chip" Johnson, IV | Management | For | For |
| 1c | Elect Director Catherine A. Kehr | Management | For | For |
| 1d | Elect Director Greg D. Kerley | Management | For | For |
| 1e | Elect Director Jon A. Marshall | Management | For | For |
| 1f | Elect Director Patrick M. Prevost | Management | For | For |
| 1g | Elect Director Anne Taylor | Management | For | For |
| 1h | Elect Director Denis J. Walsh, III | Management | For | For |
| 1i | Elect Director William J. Way | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | Management | For | For |
| 6 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| SPIRIT REALTY CAPITAL, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: SRC
SECURITY ID: 84860W300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin M. Charlton | Management | For | For |
| 1.2 | Elect Director Elizabeth F. Frank | Management | For | For |
| 1.3 | Elect Director Michelle M. Frymire | Management | For | For |
| 1.4 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.5 | Elect Director Richard I. Gilchrist | Management | For | For |
| 1.6 | Elect Director Jackson Hsieh | Management | For | For |
| 1.7 | Elect Director Diana M. Laing | Management | For | For |
| 1.8 | Elect Director Nicholas P. Shepherd | Management | For | For |
| 1.9 | Elect Director Thomas J. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SPROUTS FARMERS MARKET, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SFM
SECURITY ID: 85208M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joel D. Anderson | Management | For | For |
| 1.2 | Elect Director Terri Funk Graham | Management | For | For |
| 1.3 | Elect Director Doug G. Rauch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SPS COMMERCE, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: SPSC
SECURITY ID: 78463M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Archie Black | Management | For | For |
| 1b | Elect Director James Ramsey | Management | For | For |
| 1c | Elect Director Marty Reaume | Management | For | For |
| 1d | Elect Director Tami Reller | Management | For | For |
| 1e | Elect Director Philip Soran | Management | For | For |
| 1f | Elect Director Anne Sempowski Ward | Management | For | For |
| 1g | Elect Director Sven Wehrwein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SPX TECHNOLOGIES, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: SPXC
SECURITY ID: 78473E103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ricky D. Puckett | Management | For | For |
| 1.2 | Elect Director Meenal A. Sethna | Management | For | For |
| 1.3 | Elect Director Tana L. Utley | 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 |
| STAG INDUSTRIAL, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: STAG
SECURITY ID: 85254J102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin S. Butcher | Management | For | For |
| 1b | Elect Director Jit Kee Chin | Management | For | For |
| 1c | Elect Director Virgis W. Colbert | Management | For | For |
| 1d | Elect Director William R. Crooker | Management | For | For |
| 1e | Elect Director Michelle S. Dilley | Management | For | For |
| 1f | Elect Director Jeffrey D. Furber | Management | For | For |
| 1g | Elect Director Larry T. Guillemette | Management | For | For |
| 1h | Elect Director Francis X. Jacoby, III | Management | For | For |
| 1i | Elect Director Christopher P. Marr | Management | For | For |
| 1j | Elect Director Hans S. Weger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STANDEX INTERNATIONAL CORPORATION
MEETING DATE: OCT 25, 2022 |
||||
|
TICKER: SXI
SECURITY ID: 854231107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Chorman | Management | For | For |
| 1.2 | Elect Director Thomas J. Hansen | 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 |
| STEPAN COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: SCL
SECURITY ID: 858586100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joaquin Delgado | Management | For | For |
| 1.2 | Elect Director F. Quinn Stepan, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| STERLING INFRASTRUCTURE, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: STRL
SECURITY ID: 859241101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Roger A. Cregg | Management | For | For |
| 1b | Elect Director Joseph A. Cutillo | Management | For | For |
| 1c | Elect Director Julie A. Dill | Management | For | For |
| 1d | Elect Director Dana C. O'Brien | Management | For | For |
| 1e | Elect Director Charles R. Patton | Management | For | For |
| 1f | Elect Director Thomas M. White | Management | For | For |
| 1g | Elect Director Dwayne A. Wilson | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| STOCK YARDS BANCORP, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SYBT
SECURITY ID: 861025104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shannon B. Arvin | Management | For | For |
| 1b | Elect Director Paul J. Bickel, III | Management | For | For |
| 1c | Elect Director Allison J. Donovan | Management | For | For |
| 1d | Elect Director David P. Heintzman | Management | For | Against |
| 1e | Elect Director Carl G. Herde | Management | For | For |
| 1f | Elect Director James A. Hillebrand | Management | For | For |
| 1g | Elect Director Richard A. Lechleiter | Management | For | For |
| 1h | Elect Director Philip S. Poindexter | Management | For | For |
| 1i | Elect Director Stephen M. Priebe | Management | For | For |
| 1j | Elect Director Edwin S. Saunier | Management | For | For |
| 1k | Elect Director John L. Schutte | Management | For | For |
| 1l | Elect Director Kathy C. Thompson | Management | For | For |
| 1m | Elect Director Laura L. Wells | Management | For | For |
| 2 | Ratify FORVIS, 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 |
| STONEX GROUP INC.
MEETING DATE: MAR 01, 2023 |
||||
|
TICKER: SNEX
SECURITY ID: 861896108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Annabelle G. Bexiga | Management | For | For |
| 1.2 | Elect Director Scott J. Branch | Management | For | For |
| 1.3 | Elect Director Diane L. Cooper | Management | For | For |
| 1.4 | Elect Director John M. Fowler | Management | For | For |
| 1.5 | Elect Director Steven Kass | Management | For | For |
| 1.6 | Elect Director Sean M. O'Connor | Management | For | For |
| 1.7 | Elect Director Eric Parthemore | Management | For | For |
| 1.8 | Elect Director John Radziwill | Management | For | For |
| 1.9 | Elect Director Dhamu R. Thamodaran | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STRATEGIC EDUCATION, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: STRA
SECURITY ID: 86272C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charlotte F. Beason | Management | For | For |
| 1.2 | Elect Director Rita D. Brogley | Management | For | For |
| 1.3 | Elect Director John T. Casteen, III | Management | For | For |
| 1.4 | Elect Director Robert R. Grusky | Management | For | For |
| 1.5 | Elect Director Jerry L. Johnson | Management | For | For |
| 1.6 | Elect Director Karl McDonnell | Management | For | For |
| 1.7 | Elect Director Michael A. McRobbie | Management | For | For |
| 1.8 | Elect Director Robert S. Silberman | Management | For | For |
| 1.9 | Elect Director William J. Slocum | Management | For | For |
| 1.10 | Elect Director Michael J. Thawley | Management | For | For |
| 1.11 | Elect Director G. Thomas Waite, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STRIDE, INC.
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: LRN
SECURITY ID: 86333M108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Craig R. Barrett | Management | For | For |
| 1c | Elect Director Robert L. Cohen | Management | For | For |
| 1d | Elect Director Steven B. Fink | Management | For | For |
| 1e | Elect Director Robert E. Knowling, Jr. | Management | For | For |
| 1f | Elect Director Liza McFadden | Management | For | For |
| 1g | Elect Director James J. Rhyu | Management | For | For |
| 1h | Elect Director Joseph A. Verbrugge | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| STURM, RUGER & COMPANY, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: RGR
SECURITY ID: 864159108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Cosentino, Jr. | Management | For | For |
| 1b | Elect Director Michael O. Fifer | Management | For | For |
| 1c | Elect Director Sandra S. Froman | Management | For | For |
| 1d | Elect Director Rebecca S. Halstead | Management | For | For |
| 1e | Elect Director Christopher J. Killoy | Management | For | For |
| 1f | Elect Director Terrence G. O'Connor | Management | For | For |
| 1g | Elect Director Amir P. Rosenthal | Management | For | For |
| 1h | Elect Director Ronald C. Whitaker | Management | For | For |
| 1i | Elect Director Phillip C. Widman | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report Assessing Risks Related to Marketing Practices of Firearms | Shareholder | Against | Against |
| SUPER MICRO COMPUTER, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: SMCI
SECURITY ID: 86800U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles Liang | Management | For | For |
| 1b | Elect Director Sherman Tuan | Management | For | For |
| 1c | Elect Director Tally Liu | 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 |
| SUPERNUS PHARMACEUTICALS, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: SUPN
SECURITY ID: 868459108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederick M. Hudson | Management | For | For |
| 1.2 | Elect Director Charles W. Newhall, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SYLVAMO CORPORATION
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: SLVM
SECURITY ID: 871332102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jean-Michel Ribieras | Management | For | For |
| 1.2 | Elect Director Stan Askren | Management | For | For |
| 1.3 | Elect Director Christine S. Breves | Management | For | For |
| 1.4 | Elect Director Jeanmarie Desmond | Management | For | For |
| 1.5 | Elect Director Liz Gottung | Management | For | For |
| 1.6 | Elect Director Joia M. Johnson | Management | For | For |
| 1.7 | Elect Director Karl L. Meyers | Management | For | For |
| 1.8 | Elect Director David Petratis | Management | For | For |
| 1.9 | Elect Director J. Paul Rollinson | Management | For | For |
| 1.10 | Elect Director Mark W. Wilde | Management | For | For |
| 1.11 | Elect Director James P. Zallie | 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 |
| SYNDAX PHARMACEUTICALS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: SNDX
SECURITY ID: 87164F105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pierre Legault | Management | For | Withhold |
| 1.2 | Elect Director Michael A. Metzger | 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 | Increase Authorized Common Stock | Management | For | For |
| SYNOVUS FINANCIAL CORP.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: SNV
SECURITY ID: 87161C501
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stacy Apter | Management | For | For |
| 1b | Elect Director Tim E. Bentsen | Management | For | For |
| 1c | Elect Director Kevin S. Blair | Management | For | For |
| 1d | Elect Director Pedro Cherry | Management | For | For |
| 1e | Elect Director John H. Irby | Management | For | For |
| 1f | Elect Director Diana M. Murphy | Management | For | For |
| 1g | Elect Director Harris Pastides | Management | For | For |
| 1h | Elect Director John L. Stallworth | Management | For | For |
| 1i | Elect Director Barry L. Storey | Management | For | For |
| 1j | Elect Director Alexandra Villoch | Management | For | For |
| 1k | Elect Director Teresa White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| TALOS ENERGY INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TALO
SECURITY ID: 87484T108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy S. Duncan | Management | For | For |
| 1.2 | Elect Director John "Brad" Juneau | Management | For | For |
| 1.3 | Elect Director Donald R. Kendall, Jr. | Management | For | For |
| 1.4 | Elect Director Shandell Szabo | Management | For | For |
| 1.5 | Elect Director Richard Sherrill | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMHC
SECURITY ID: 87724P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Lane | Management | For | For |
| 1b | Elect Director William H. Lyon | Management | For | For |
| 1c | Elect Director Anne L. Mariucci | Management | For | For |
| 1d | Elect Director David C. Merritt | Management | For | For |
| 1e | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1f | Elect Director Sheryl D. Palmer | Management | For | For |
| 1g | Elect Director Denise F. Warren | Management | For | For |
| 1h | Elect Director Christopher Yip | 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 |
| TD SYNNEX CORPORATION
MEETING DATE: MAR 21, 2023 |
||||
|
TICKER: SNX
SECURITY ID: 87162W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis Polk | Management | For | For |
| 1.2 | Elect Director Robert Kalsow-Ramos | Management | For | For |
| 1.3 | Elect Director Ann Vezina | Management | For | For |
| 1.4 | Elect Director Richard Hume | Management | For | For |
| 1.5 | Elect Director Fred Breidenbach | Management | For | For |
| 1.6 | Elect Director Hau Lee | Management | For | For |
| 1.7 | Elect Director Matthew Miau | Management | For | Withhold |
| 1.8 | Elect Director Nayaki Nayyar | Management | For | For |
| 1.9 | Elect Director Matthew Nord | Management | For | For |
| 1.10 | Elect Director Merline Saintil | Management | For | For |
| 1.11 | Elect Director Duane E. Zitzner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| TEEKAY TANKERS LTD.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: TNK
SECURITY ID: Y8565N300
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth Hvid | Management | For | Withhold |
| 1.2 | Elect Director Sai W. Chu | Management | For | For |
| 1.3 | Elect Director Richard T. du Moulin | Management | For | Withhold |
| 1.4 | Elect Director David Schellenberg | Management | For | For |
| 1.5 | Elect Director Peter Antturi | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| TELEFLEX INCORPORATED
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: TFX
SECURITY ID: 879369106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1b | Elect Director Liam J. Kelly | Management | For | For |
| 1c | Elect Director Jaewon Ryu | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | Against |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| TEMPUR SEALY INTERNATIONAL, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TPX
SECURITY ID: 88023U101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Simon John Dyer | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director John A. Heil | Management | For | For |
| 1e | Elect Director Meredith Siegfried Madden | Management | For | For |
| 1f | Elect Director Richard W. Neu | Management | For | For |
| 1g | Elect Director Scott L. Thompson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TERADATA CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: TDC
SECURITY ID: 88076W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel R. Fishback | Management | For | For |
| 1b | Elect Director Stephen McMillan | Management | For | For |
| 1c | Elect Director Kimberly K. Nelson | Management | For | For |
| 1d | Elect Director Todd E. McElhatton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TEREX CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TEX
SECURITY ID: 880779103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paula H. J. Cholmondeley | Management | For | For |
| 1b | Elect Director Donald DeFosset | Management | For | For |
| 1c | Elect Director John L. Garrison, Jr. | Management | For | For |
| 1d | Elect Director Thomas J. Hansen | Management | For | For |
| 1e | Elect Director Sandie O'Connor | Management | For | For |
| 1f | Elect Director Christopher Rossi | Management | For | For |
| 1g | Elect Director Andra Rush | Management | For | For |
| 1h | Elect Director David A. Sachs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| TERMINIX GLOBAL HOLDINGS, INC.
MEETING DATE: OCT 06, 2022 |
||||
|
TICKER: TMX
SECURITY ID: 88087E100
|
||||
| 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 |
| TERRENO REALTY CORPORATION
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: TRNO
SECURITY ID: 88146M101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Blake Baird | Management | For | For |
| 1b | Elect Director Michael A. Coke | Management | For | For |
| 1c | Elect Director Linda Assante | Management | For | For |
| 1d | Elect Director Gary N. Boston | Management | For | For |
| 1e | Elect Director LeRoy E. Carlson | Management | For | For |
| 1f | Elect Director Irene H. Oh | Management | For | For |
| 1g | Elect Director Douglas M. Pasquale | Management | For | For |
| 1h | Elect Director Dennis Polk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TETRA TECH, INC.
MEETING DATE: FEB 28, 2023 |
||||
|
TICKER: TTEK
SECURITY ID: 88162G103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Dan L. Batrack | Management | For | For |
| 1B | Elect Director Gary R. Birkenbeuel | Management | For | For |
| 1C | Elect Director Prashant Gandhi | Management | For | For |
| 1D | Elect Director Joanne M. Maguire | Management | For | For |
| 1E | Elect Director Christiana Obiaya | Management | For | For |
| 1F | Elect Director Kimberly E. Ritrievi | Management | For | For |
| 1G | Elect Director J. Kenneth Thompson | Management | For | For |
| 1H | Elect Director Kirsten M. Volpi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TEXAS PACIFIC LAND CORP.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TPL
SECURITY ID: 88262P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rhys J. Best | Management | For | For |
| 1b | Elect Director Donald G. Cook | Management | For | For |
| 1c | Elect Director Donna E. Epps | Management | For | For |
| 1d | Elect Director Eric L. Oliver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| 7 | Employ Advisors In Connection with Evaluation of Potential Spinoff | Shareholder | Against | Against |
| 8 | Release All Remaining Obligations of the Stockholders' Agreement | Shareholder | Against | For |
| 9 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 10 | Require a Majority Vote Standard for the Election of Directors with Mandatory Resignation Policy | Shareholder | Against | Against |
| TEXAS ROADHOUSE, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: TXRH
SECURITY ID: 882681109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. Crawford | Management | For | For |
| 1.2 | Elect Director Donna E. Epps | Management | For | For |
| 1.3 | Elect Director Gregory N. Moore | Management | For | For |
| 1.4 | Elect Director Gerald L. Morgan | Management | For | For |
| 1.5 | Elect Director Curtis A. Warfield | Management | For | For |
| 1.6 | Elect Director Kathleen M. Widmer | Management | For | Withhold |
| 1.7 | Elect Director James R. Zarley | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce GHG Emissions in Alignment with the Paris Agreement Goal | Shareholder | Against | Against |
| THE BUCKLE, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: BKE
SECURITY ID: 118440106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel J. Hirschfeld | Management | For | For |
| 1.2 | Elect Director Dennis H. Nelson | Management | For | For |
| 1.3 | Elect Director Thomas B. Heacock | Management | For | For |
| 1.4 | Elect Director Kari G. Smith | Management | For | For |
| 1.5 | Elect Director Hank M. Bounds | Management | For | For |
| 1.6 | Elect Director Bill L. Fairfield | Management | For | For |
| 1.7 | Elect Director Bruce L. Hoberman | Management | For | For |
| 1.8 | Elect Director Michael E. Huss | Management | For | For |
| 1.9 | Elect Director Shruti S. Joshi | Management | For | For |
| 1.10 | Elect Director Angie J. Klein | Management | For | For |
| 1.11 | Elect Director John P. Peetz, III | Management | For | For |
| 1.12 | Elect Director Karen B. Rhoads | Management | For | For |
| 1.13 | Elect Director James E. Shada | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Restricted Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| THE CHEMOURS COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CC
SECURITY ID: 163851108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Curtis V. Anastasio | Management | For | For |
| 1b | Elect Director Mary B. Cranston | Management | For | For |
| 1c | Elect Director Curtis J. Crawford | Management | For | For |
| 1d | Elect Director Dawn L. Farrell | Management | For | For |
| 1e | Elect Director Erin N. Kane | Management | For | For |
| 1f | Elect Director Sean D. Keohane | Management | For | For |
| 1g | Elect Director Mark E. Newman | Management | For | For |
| 1h | Elect Director Guillaume Pepy | Management | For | For |
| 1i | Elect Director Sandra Phillips Rogers | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE ENSIGN GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ENSG
SECURITY ID: 29358P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barry M. Smith | Management | For | For |
| 1.2 | Elect Director Swati B. Abbott | Management | For | For |
| 1.3 | Elect Director Suzanne D. Snapper | Management | For | For |
| 1.4 | Elect Director John O. Agwunobi | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE GEO GROUP, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: GEO
SECURITY ID: 36162J106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas C. Bartzokis | Management | For | For |
| 1b | Elect Director Jack Brewer | Management | For | For |
| 1c | Elect Director Jose Gordo | Management | For | For |
| 1d | Elect Director Scott M. Kernan | Management | For | For |
| 1e | Elect Director Lindsay L. Koren | Management | For | For |
| 1f | Elect Director Terry Mayotte | Management | For | Against |
| 1g | Elect Director Andrew N. Shapiro | Management | For | Against |
| 1h | Elect Director Julie Myers Wood | Management | For | For |
| 1i | Elect Director George C. Zoley | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| THE HACKETT GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: HCKT
SECURITY ID: 404609109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director John R. Harris | 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 RSM US LLP as Auditors | Management | For | For |
| THE HANOVER INSURANCE GROUP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: THG
SECURITY ID: 410867105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francisco A. Aristeguieta | Management | For | For |
| 1.2 | Elect Director Jane D. Carlin | Management | For | For |
| 1.3 | Elect Director Elizabeth A. Ward | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE NEW YORK TIMES COMPANY
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: NYT
SECURITY ID: 650111107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beth Brooke | Management | For | For |
| 1.2 | Elect Director Rachel Glaser | Management | For | For |
| 1.3 | Elect Director Brian P. McAndrews | Management | For | For |
| 1.4 | Elect Director John W. Rogers, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| THE TORO COMPANY
MEETING DATE: MAR 21, 2023 |
||||
|
TICKER: TTC
SECURITY ID: 891092108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey M. Ettinger | Management | For | For |
| 1.2 | Elect Director Eric P. Hansotia | Management | For | For |
| 1.3 | Elect Director D. Christian Koch | 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 |
| THE WENDY'S COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: WEN
SECURITY ID: 95058W100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nelson Peltz | Management | For | For |
| 1.2 | Elect Director Peter W. May | Management | For | For |
| 1.3 | Elect Director Matthew H. Peltz | Management | For | For |
| 1.4 | Elect Director Michelle Caruso-Cabrera | Management | For | For |
| 1.5 | Elect Director Kristin A. Dolan | Management | For | For |
| 1.6 | Elect Director Kenneth W. Gilbert | Management | For | For |
| 1.7 | Elect Director Richard H. Gomez | Management | For | For |
| 1.8 | Elect Director Joseph A. Levato | Management | For | For |
| 1.9 | Elect Director Michelle "Mich" J. Mathews-Spradlin | Management | For | For |
| 1.10 | Elect Director Todd A. Penegor | Management | For | For |
| 1.11 | Elect Director Peter H. Rothschild | Management | For | For |
| 1.12 | Elect Director Arthur B. Winkleblack | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Proxy Access Right | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| THE WESTERN UNION COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WU
SECURITY ID: 959802109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin I. Cole | Management | For | For |
| 1b | Elect Director Betsy D. Holden | Management | For | For |
| 1c | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1d | Elect Director Devin B. McGranahan | Management | For | For |
| 1e | Elect Director Michael A. Miles, Jr. | Management | For | For |
| 1f | Elect Director Timothy P. Murphy | Management | For | For |
| 1g | Elect Director Jan Siegmund | Management | For | For |
| 1h | Elect Director Angela A. Sun | Management | For | For |
| 1i | Elect Director Solomon D. Trujillo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| TOLL BROTHERS, INC.
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: TOL
SECURITY ID: 889478103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas C. Yearley, Jr. | Management | For | For |
| 1.2 | Elect Director Stephen F. East | Management | For | For |
| 1.3 | Elect Director Christine N. Garvey | Management | For | For |
| 1.4 | Elect Director Karen H. Grimes | Management | For | For |
| 1.5 | Elect Director Derek T. Kan | Management | For | For |
| 1.6 | Elect Director Carl B. Marbach | Management | For | For |
| 1.7 | Elect Director John A. McLean | Management | For | For |
| 1.8 | Elect Director Wendell E. Pritchett | Management | For | For |
| 1.9 | Elect Director Paul E. Shapiro | Management | For | For |
| 1.10 | Elect Director Scott D. Stowell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TOOTSIE ROLL INDUSTRIES, INC.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: TR
SECURITY ID: 890516107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen R. Gordon | Management | For | Withhold |
| 1.2 | Elect Director Virginia L. Gordon | Management | For | Withhold |
| 1.3 | Elect Director Lana Jane Lewis-Brent | Management | For | Withhold |
| 1.4 | Elect Director Barre A. Seibert | Management | For | Withhold |
| 1.5 | Elect Director Paula M. Wardynski | Management | For | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| TOPBUILD CORP.
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: BLD
SECURITY ID: 89055F103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alec C. Covington | Management | For | For |
| 1b | Elect Director Ernesto Bautista, III | Management | For | For |
| 1c | Elect Director Robert M. Buck | Management | For | For |
| 1d | Elect Director Joseph S. Cantie | Management | For | For |
| 1e | Elect Director Tina M. Donikowski | Management | For | For |
| 1f | Elect Director Deirdre C. Drake | Management | For | For |
| 1g | Elect Director Mark A. Petrarca | Management | For | For |
| 1h | Elect Director Nancy M. Taylor | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRANSCAT, INC.
MEETING DATE: SEP 07, 2022 |
||||
|
TICKER: TRNS
SECURITY ID: 893529107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles P. Hadeed | Management | For | Withhold |
| 1.2 | Elect Director Cynthia Langston | Management | For | For |
| 1.3 | Elect Director Paul D. Moore | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Freed Maxick CPAs, P.C as Auditors | Management | For | For |
| TRANSMEDICS GROUP, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMDX
SECURITY ID: 89377M109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Waleed H. Hassanein | Management | For | For |
| 1b | Elect Director James R. Tobin | Management | For | For |
| 1c | Elect Director Edward M. Basile | Management | For | For |
| 1d | Elect Director Thomas J. Gunderson | Management | For | For |
| 1e | Elect Director Edwin M. Kania, Jr. | Management | For | For |
| 1f | Elect Director Stephanie Lovell | Management | For | For |
| 1g | Elect Director Merilee Raines | Management | For | For |
| 1h | Elect Director David Weill | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TRI POINTE HOMES, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: TPH
SECURITY ID: 87265H109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas F. Bauer | Management | For | For |
| 1.2 | Elect Director Lawrence B. Burrows | Management | For | For |
| 1.3 | Elect Director Steven J. Gilbert | Management | For | For |
| 1.4 | Elect Director R. Kent Grahl | Management | For | For |
| 1.5 | Elect Director Vicki D. McWilliams | Management | For | For |
| 1.6 | Elect Director Constance B. Moore | 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 |
| TRICO BANCSHARES
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TCBK
SECURITY ID: 896095106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kirsten E. Garen | Management | For | For |
| 1.2 | Elect Director Cory W. Giese | Management | For | For |
| 1.3 | Elect Director John S. A. Hasbrook | Management | For | For |
| 1.4 | Elect Director Margaret L. Kane | Management | For | For |
| 1.5 | Elect Director Michael W. Koehnen | Management | For | For |
| 1.6 | Elect Director Anthony L. Leggio | Management | For | For |
| 1.7 | Elect Director Martin A. Mariani | Management | For | For |
| 1.8 | Elect Director Thomas C. McGraw | Management | For | For |
| 1.9 | Elect Director Jon Y. Nakamura | Management | For | For |
| 1.10 | Elect Director Richard P. Smith | Management | For | For |
| 1.11 | Elect Director Kimberley H. Vogel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| TRITON INTERNATIONAL LIMITED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TRTN
SECURITY ID: G9078F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian M. Sondey | Management | For | For |
| 1b | Elect Director Robert W. Alspaugh | Management | For | For |
| 1c | Elect Director Malcolm P. Baker | Management | For | For |
| 1d | Elect Director Annabelle Bexiga | Management | For | For |
| 1e | Elect Director Claude Germain | Management | For | For |
| 1f | Elect Director Kenneth J. Hanau | Management | For | For |
| 1g | Elect Director John S. Hextall | Management | For | For |
| 1h | Elect Director Terri A. Pizzuto | Management | For | For |
| 1i | Elect Director Niharika Ramdev | Management | For | For |
| 1j | Elect Director Robert L. Rosner | Management | For | For |
| 1k | Elect Director Simon R. Vernon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| TRUSTCO BANK CORP NY
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: TRST
SECURITY ID: 898349204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis A. DeGennaro | Management | For | For |
| 1b | Elect Director Brian C. Flynn | Management | For | For |
| 1c | Elect Director Lisa M. Lucarelli | Management | For | For |
| 1d | Elect Director Thomas O. Maggs | Management | For | For |
| 1e | Elect Director Anthony J. Marinello | Management | For | For |
| 1f | Elect Director Robert J. McCormick | Management | For | For |
| 1g | Elect Director Curtis N. Powell | Management | For | For |
| 1h | Elect Director Kimberly A. Russell | Management | For | For |
| 1i | Elect Director Alejandro M. Sanchez *Withdrawn Resolution* | Management | None | None |
| 1j | Elect Director Frank B. Silverman | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| TTM TECHNOLOGIES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: TTMI
SECURITY ID: 87305R109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenton K. Alder | Management | For | For |
| 1.2 | Elect Director Julie S. England | Management | For | For |
| 1.3 | Elect Director Philip G. Franklin | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| U.S. PHYSICAL THERAPY, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: USPH
SECURITY ID: 90337L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward L. Kuntz | Management | For | For |
| 1.2 | Elect Director Christopher J. Reading | Management | For | For |
| 1.3 | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1.4 | Elect Director Kathleen A. Gilmartin | Management | For | For |
| 1.5 | Elect Director Regg E. Swanson | Management | For | For |
| 1.6 | Elect Director Clayton K. Trier | Management | For | For |
| 1.7 | Elect Director Anne B. Motsenbocker | Management | For | For |
| 1.8 | Elect Director Nancy J. Ham | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| UFP INDUSTRIES, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: UFPI
SECURITY ID: 90278Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin J. Mclean | Management | For | For |
| 1b | Elect Director Mary Tuuk Kuras | Management | For | For |
| 1c | Elect Director Michael G. Wooldridge | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UFP TECHNOLOGIES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: UFPT
SECURITY ID: 902673102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Jeffrey Bailly | Management | For | For |
| 1.2 | Elect Director Thomas Oberdorf | Management | For | For |
| 1.3 | Elect Director Marc Kozin | Management | For | For |
| 1.4 | Elect Director Daniel C. Croteau | Management | For | For |
| 1.5 | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1.6 | Elect Director Joseph John Hassett | Management | For | For |
| 1.7 | Elect Director Symeria Hudson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers, and to Remove Series A Junior Participating Preferred Stock | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| UGI CORPORATION
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: UGI
SECURITY ID: 902681105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frank S. Hermance | Management | For | For |
| 1b | Elect Director M. Shawn Bort | Management | For | For |
| 1c | Elect Director Theodore A. Dosch | Management | For | For |
| 1d | Elect Director Alan N. Harris | Management | For | For |
| 1e | Elect Director Mario Longhi | Management | For | For |
| 1f | Elect Director William J. Marrazzo | Management | For | For |
| 1g | Elect Director Cindy J. Miller | Management | For | For |
| 1h | Elect Director Roger Perreault | Management | For | For |
| 1i | Elect Director Kelly A. Romano | Management | For | For |
| 1j | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UMB FINANCIAL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: UMBF
SECURITY ID: 902788108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robin C. Beery | Management | For | For |
| 1.2 | Elect Director Janine A. Davidson | Management | For | For |
| 1.3 | Elect Director Kevin C. Gallagher | Management | For | For |
| 1.4 | Elect Director Greg M. Graves | Management | For | For |
| 1.5 | Elect Director Alexander C. Kemper | Management | For | For |
| 1.6 | Elect Director J. Mariner Kemper | Management | For | For |
| 1.7 | Elect Director Gordon E. Lansford, III | Management | For | For |
| 1.8 | Elect Director Timothy R. Murphy | Management | For | For |
| 1.9 | Elect Director Tamara M. Peterman | Management | For | For |
| 1.10 | Elect Director Kris A. Robbins | Management | For | For |
| 1.11 | Elect Director L. Joshua Sosland | Management | For | For |
| 1.12 | Elect Director Leroy J. Williams, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| UNITED BANKSHARES, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: UBSI
SECURITY ID: 909907107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard M. Adams | Management | For | For |
| 1.2 | Elect Director Richard M. Adams, Jr. | Management | For | For |
| 1.3 | Elect Director Charles L. Capito, Jr. | Management | For | For |
| 1.4 | Elect Director Peter A. Converse | Management | For | For |
| 1.5 | Elect Director Michael P. Fitzgerald | Management | For | For |
| 1.6 | Elect Director Patrice A. Harris | Management | For | For |
| 1.7 | Elect Director Diana Lewis Jackson | Management | For | For |
| 1.8 | Elect Director J. Paul McNamara | Management | For | For |
| 1.9 | Elect Director Mark R. Nesselroad | Management | For | For |
| 1.10 | Elect Director Jerold L. Rexroad *Withdrawn* | Management | None | None |
| 1.11 | Elect Director Lacy I. Rice, III | Management | For | For |
| 1.12 | Elect Director Albert H. Small, Jr. | Management | For | For |
| 1.13 | Elect Director Mary K. Weddle | Management | For | For |
| 1.14 | Elect Director Gary G. White | Management | For | For |
| 1.15 | Elect Director P. Clinton Winter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNITED STATES STEEL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: X
SECURITY ID: 912909108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Andrea J. Ayers | Management | For | For |
| 1c | Elect Director David B. Burritt | Management | For | For |
| 1d | Elect Director Alicia J. Davis | Management | For | For |
| 1e | Elect Director Terry L. Dunlap | Management | For | For |
| 1f | Elect Director John J. Engel | Management | For | For |
| 1g | Elect Director John V. Faraci | Management | For | For |
| 1h | Elect Director Murry S. Gerber | Management | For | For |
| 1i | Elect Director Jeh C. Johnson | Management | For | For |
| 1j | Elect Director Paul A. Mascarenas | Management | For | For |
| 1k | Elect Director Michael H. McGarry | Management | For | For |
| 1l | Elect Director David S. Sutherland | Management | For | For |
| 1m | Elect Director Patricia A. Tracey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| UNITED THERAPEUTICS CORPORATION
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: UTHR
SECURITY ID: 91307C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher Causey | Management | For | For |
| 1b | Elect Director Raymond Dwek | Management | For | For |
| 1c | Elect Director Richard Giltner | Management | For | For |
| 1d | Elect Director Katherine Klein | Management | For | For |
| 1e | Elect Director Ray Kurzweil | Management | For | For |
| 1f | Elect Director Linda Maxwell | Management | For | For |
| 1g | Elect Director Nilda Mesa | Management | For | For |
| 1h | Elect Director Judy Olian | Management | For | For |
| 1i | Elect Director Christopher Patusky | Management | For | For |
| 1j | Elect Director Martine Rothblatt | Management | For | For |
| 1k | Elect Director Louis Sullivan | Management | For | For |
| 1l | Elect Director Tommy Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNITIL CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: UTL
SECURITY ID: 913259107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Neveen F. Awad | Management | For | For |
| 1.2 | Elect Director Winfield S. Brown | Management | For | For |
| 1.3 | Elect Director Mark H. Collin | Management | For | For |
| 1.4 | Elect Director Michael B. Green | Management | For | For |
| 2.1 | Elect Director Anne L. Alonzo | 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 |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNIVERSAL CORPORATION
MEETING DATE: AUG 02, 2022 |
||||
|
TICKER: UVV
SECURITY ID: 913456109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas H. Johnson | Management | For | For |
| 1.2 | Elect Director Michael T. Lawton | 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 |
| UNIVERSAL DISPLAY CORPORATION
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: OLED
SECURITY ID: 91347P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven V. Abramson | Management | For | For |
| 1b | Elect Director Cynthia J. Comparin | Management | For | For |
| 1c | Elect Director Richard C. Elias | Management | For | For |
| 1d | Elect Director Elizabeth H. Gemmill | Management | For | For |
| 1e | Elect Director C. Keith Hartley | Management | For | For |
| 1f | Elect Director Celia M. Joseph | Management | For | For |
| 1g | Elect Director Lawrence Lacerte | Management | For | For |
| 1h | Elect Director Sidney D. Rosenblatt | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| UNIVERSAL HEALTH REALTY INCOME TRUST
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: UHT
SECURITY ID: 91359E105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan B. Miller | Management | For | For |
| 1.2 | Elect Director Robert F. McCadden | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| UNIVERSAL HEALTH SERVICES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: UHS
SECURITY ID: 913903100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Nina Chen-Langenmayr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| UNIVERSAL LOGISTICS HOLDINGS, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: ULH
SECURITY ID: 91388P105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Grant E. Belanger | Management | For | Withhold |
| 1.2 | Elect Director Frederick P. Calderone | Management | For | Withhold |
| 1.3 | Elect Director Daniel J. Deane | Management | For | Withhold |
| 1.4 | Elect Director Clarence W. Gooden | Management | For | Withhold |
| 1.5 | Elect Director Matthew J. Moroun | Management | For | Withhold |
| 1.6 | Elect Director Matthew T. Moroun | Management | For | Withhold |
| 1.7 | Elect Director Timothy Phillips | Management | For | Withhold |
| 1.8 | Elect Director Michael A. Regan | Management | For | Withhold |
| 1.9 | Elect Director Richard P. Urban | Management | For | Withhold |
| 1.10 | Elect Director H. E. Scott Wolfe | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| UNUM GROUP
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: UNM
SECURITY ID: 91529Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1b | Elect Director Susan L. Cross | Management | For | For |
| 1c | Elect Director Susan D. DeVore | Management | For | For |
| 1d | Elect Director Joseph J. Echevarria | Management | For | For |
| 1e | Elect Director Cynthia L. Egan | Management | For | For |
| 1f | Elect Director Kevin T. Kabat | Management | For | For |
| 1g | Elect Director Timothy F. Keaney | Management | For | For |
| 1h | Elect Director Gale V. King | Management | For | For |
| 1i | Elect Director Gloria C. Larson | Management | For | For |
| 1j | Elect Director Richard P. McKenney | Management | For | For |
| 1k | Elect Director Ronald P. O'Hanley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VAALCO ENERGY, INC.
MEETING DATE: SEP 29, 2022 |
||||
|
TICKER: EGY
SECURITY ID: 91851C201
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Issue Shares in Connection with Acquisition | Management | For | For |
| VAIL RESORTS, INC.
MEETING DATE: DEC 07, 2022 |
||||
|
TICKER: MTN
SECURITY ID: 91879Q109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Robert A. Katz | Management | For | For |
| 1c | Elect Director Kirsten A. Lynch | Management | For | For |
| 1d | Elect Director Nadia Rawlinson | Management | For | For |
| 1e | Elect Director John T. Redmond | Management | For | For |
| 1f | Elect Director Michele Romanow | Management | For | For |
| 1g | Elect Director Hilary A. Schneider | Management | For | For |
| 1h | Elect Director D. Bruce Sewell | Management | For | For |
| 1i | Elect Director John F. Sorte | Management | For | For |
| 1j | Elect Director Peter A. Vaughn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VALLEY NATIONAL BANCORP
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: VLY
SECURITY ID: 919794107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew B. Abramson | Management | For | For |
| 1b | Elect Director Peter J. Baum | Management | For | For |
| 1c | Elect Director Eric P. Edelstein | Management | For | For |
| 1d | Elect Director Dafna Landau | Management | For | For |
| 1e | Elect Director Marc J. Lenner | Management | For | For |
| 1f | Elect Director Peter V. Maio | Management | For | For |
| 1g | Elect Director Avner Mendelson | Management | For | For |
| 1h | Elect Director Ira Robbins | Management | For | For |
| 1i | Elect Director Suresh L. Sani | Management | For | For |
| 1j | Elect Director Lisa J. Schultz | Management | For | For |
| 1k | Elect Director Jennifer W. Steans | Management | For | For |
| 1l | Elect Director Jeffrey S. Wilks | Management | For | For |
| 1m | Elect Director Sidney S. Williams, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| VALMONT INDUSTRIES, INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: VMI
SECURITY ID: 920253101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mogens C. Bay | Management | For | For |
| 1.2 | Elect Director Ritu Favre | Management | For | For |
| 1.3 | Elect Director Richard A. Lanoha | 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 |
| VALVOLINE INC.
MEETING DATE: JAN 26, 2023 |
||||
|
TICKER: VVV
SECURITY ID: 92047W101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald W. Evans, Jr. | Management | For | For |
| 1b | Elect Director Richard J. Freeland | Management | For | For |
| 1c | Elect Director Carol H. Kruse | Management | For | For |
| 1d | Elect Director Vada O. Manager | Management | For | For |
| 1e | Elect Director Samuel J. Mitchell, Jr. | Management | For | For |
| 1f | Elect Director Jennifer L. Slater | Management | For | For |
| 1g | Elect Director Charles M. Sonsteby | Management | For | For |
| 1h | Elect Director Mary J. Twinem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VAXCYTE, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: PCVX
SECURITY ID: 92243G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Halley Gilbert | Management | For | For |
| 1.2 | Elect Director Michael E. Kamarck | Management | For | For |
| 1.3 | Elect Director Grant E. Pickering | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VENTYX BIOSCIENCES, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: VTYX
SECURITY ID: 92332V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raju Mohan | Management | For | For |
| 1.2 | Elect Director William White | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VIAVI SOLUTIONS INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: VIAV
SECURITY ID: 925550105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard E. Belluzzo | Management | For | For |
| 1.2 | Elect Director Keith Barnes | Management | For | For |
| 1.3 | Elect Director Laura Black | Management | For | For |
| 1.4 | Elect Director Tor Braham | Management | For | For |
| 1.5 | Elect Director Timothy Campos | Management | For | For |
| 1.6 | Elect Director Donald Colvin | Management | For | For |
| 1.7 | Elect Director Masood A. Jabbar | Management | For | For |
| 1.8 | Elect Director Oleg Khaykin | Management | For | For |
| 1.9 | Elect Director Joanne Solomon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VIR BIOTECHNOLOGY, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: VIR
SECURITY ID: 92764N102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert More | Management | For | For |
| 1b | Elect Director Janet Napolitano | Management | For | For |
| 1c | Elect Director Vicki Sato | Management | For | For |
| 1d | Elect Director Elliott Sigal | 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 |
| VISHAY INTERTECHNOLOGY, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: VSH
SECURITY ID: 928298108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joel Smejkal | Management | For | For |
| 1.2 | Elect Director Michael J. Cody | Management | For | Withhold |
| 1.3 | Elect Director Abraham Ludomirski | Management | For | Withhold |
| 1.4 | Elect Director Raanan Zilberman | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | Against |
| VISHAY PRECISION GROUP, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: VPG
SECURITY ID: 92835K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet M. Clarke | Management | For | For |
| 1.2 | Elect Director Wesley Cummins | Management | For | Withhold |
| 1.3 | Elect Director Sejal Shah Gulati | Management | For | For |
| 1.4 | Elect Director Bruce Lerner | Management | For | Withhold |
| 1.5 | Elect Director Saul V. Reibstein | Management | For | Withhold |
| 1.6 | Elect Director Ziv Shoshani | Management | For | For |
| 1.7 | Elect Director Timothy V. Talbert | Management | For | Withhold |
| 1.8 | Elect Director Marc Zandman | Management | For | For |
| 2 | Ratify Brightman Almagor Zohar & Co. as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | Against |
| VISTA OUTDOOR INC.
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: VSTO
SECURITY ID: 928377100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Callahan | Management | For | For |
| 1b | Elect Director Christopher T. Metz | Management | For | For |
| 1c | Elect Director Gerard Gibbons | Management | For | For |
| 1d | Elect Director Mark A. Gottfredson | Management | For | For |
| 1e | Elect Director Bruce E. Grooms | Management | For | For |
| 1f | Elect Director Tig H. Krekel | Management | For | For |
| 1g | Elect Director Gary L. McArthur | Management | For | For |
| 1h | Elect Director Frances P. Philip | Management | For | For |
| 1i | Elect Director Michael D. Robinson | Management | For | For |
| 1j | Elect Director Robert M. Tarola | Management | For | For |
| 1k | Elect Director Lynn M. Utter | 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 |
| VISTEON CORPORATION
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: VC
SECURITY ID: 92839U206
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. Barrese | Management | For | For |
| 1b | Elect Director Naomi M. Bergman | Management | For | For |
| 1c | Elect Director Jeffrey D. Jones | Management | For | For |
| 1d | Elect Director Bunsei Kure | Management | For | For |
| 1e | Elect Director Sachin S. Lawande | Management | For | For |
| 1f | Elect Director Joanne M. Maguire | Management | For | For |
| 1g | Elect Director Robert J. Manzo | Management | For | For |
| 1h | Elect Director Francis M. Scricco | Management | For | For |
| 1i | Elect Director David L. Treadwell | 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 |
| VOYA FINANCIAL, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: VOYA
SECURITY ID: 929089100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynne Biggar | Management | For | For |
| 1b | Elect Director Stephen Bowman | Management | For | For |
| 1c | Elect Director Yvette S. Butler | Management | For | For |
| 1d | Elect Director Jane P. Chwick | Management | For | For |
| 1e | Elect Director Kathleen DeRose | Management | For | For |
| 1f | Elect Director Hikmet Ersek | Management | For | For |
| 1g | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1h | Elect Director Heather Lavallee | Management | For | For |
| 1i | Elect Director Aylwin B. Lewis | Management | For | For |
| 1j | Elect Director Rodney O. Martin, Jr. | Management | For | For |
| 1k | Elect Director Joseph V. Tripodi | Management | For | For |
| 1l | Elect Director David Zwiener | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WARRIOR MET COAL, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: HCC
SECURITY ID: 93627C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ana B. Amicarella | Management | For | For |
| 1.2 | Elect Director J. Brett Harvey | Management | For | For |
| 1.3 | Elect Director Walter J. Scheller, III | Management | For | For |
| 1.4 | Elect Director Lisa M. Schnorr | Management | For | For |
| 1.5 | Elect Director Alan H. Schumacher | Management | For | For |
| 1.6 | Elect Director Stephen D. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WASHINGTON FEDERAL, INC.
MEETING DATE: FEB 14, 2023 |
||||
|
TICKER: WAFD
SECURITY ID: 938824109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen M. Graham | Management | For | For |
| 1.2 | Elect Director David K. Grant | Management | For | For |
| 1.3 | Elect Director Randall H. Talbot | Management | For | For |
| 2 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Amend Deferred Compensation Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WATSCO, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: WSO
SECURITY ID: 942622200
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Ana Lopez-Blazquez | 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 |
| WATTS WATER TECHNOLOGIES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: WTS
SECURITY ID: 942749102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher L. Conway | Management | For | Withhold |
| 1.2 | Elect Director Michael J. Dubose | Management | For | Withhold |
| 1.3 | Elect Director David A. Dunbar | Management | For | Withhold |
| 1.4 | Elect Director Louise K. Goeser | Management | For | Withhold |
| 1.5 | Elect Director W. Craig Kissel | Management | For | Withhold |
| 1.6 | Elect Director Joseph T. Noonan | Management | For | For |
| 1.7 | Elect Director Robert J. Pagano, Jr. | Management | For | For |
| 1.8 | Elect Director Merilee Raines | Management | For | Withhold |
| 1.9 | Elect Director Joseph W. Reitmeier | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | Against |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| WD-40 COMPANY
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: WDFC
SECURITY ID: 929236107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven A. Brass | Management | For | For |
| 1.2 | Elect Director Cynthia B. Burks | Management | For | For |
| 1.3 | Elect Director Daniel T. Carter | Management | For | For |
| 1.4 | Elect Director Melissa Claassen | Management | For | For |
| 1.5 | Elect Director Eric P. Etchart | Management | For | For |
| 1.6 | Elect Director Lara L. Lee | Management | For | For |
| 1.7 | Elect Director Edward O. Magee, Jr. | Management | For | For |
| 1.8 | Elect Director Trevor I. Mihalik | Management | For | For |
| 1.9 | Elect Director Graciela I. Monteagudo | Management | For | For |
| 1.10 | Elect Director David B. Pendarvis | Management | For | For |
| 1.11 | Elect Director Gregory A. Sandfort | Management | For | For |
| 1.12 | Elect Director Anne G. Saunders | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| WEBSTER FINANCIAL CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: WBS
SECURITY ID: 947890109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John R. Ciulla | Management | For | For |
| 1b | Elect Director Jack L. Kopnisky | Management | For | For |
| 1c | Elect Director William L. Atwell | Management | For | For |
| 1d | Elect Director John P. Cahill | Management | For | For |
| 1e | Elect Director E. Carol Hayles | Management | For | For |
| 1f | Elect Director Linda H. Ianieri | Management | For | For |
| 1g | Elect Director Mona Aboelnaga Kanaan | Management | For | For |
| 1h | Elect Director James J. Landy | Management | For | For |
| 1i | Elect Director Maureen B. Mitchell | Management | For | For |
| 1j | Elect Director Laurence C. Morse | Management | For | For |
| 1k | Elect Director Karen R. Osar | Management | For | For |
| 1l | Elect Director Richard O'Toole | Management | For | For |
| 1m | Elect Director Mark Pettie | Management | For | For |
| 1n | Elect Director Lauren C. States | Management | For | For |
| 1o | Elect Director William E. Whiston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| WEIS MARKETS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: WMK
SECURITY ID: 948849104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan H. Weis | Management | For | Withhold |
| 1.2 | Elect Director Harold G. Graber | Management | For | Withhold |
| 1.3 | Elect Director Dennis G. Hatchell | Management | For | For |
| 1.4 | Elect Director Edward J. Lauth, III | Management | For | For |
| 1.5 | Elect Director Gerrald B. Silverman | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Report on Board Diversity | Shareholder | Against | For |
| WERNER ENTERPRISES, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: WERN
SECURITY ID: 950755108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diane K. Duren | Management | For | For |
| 1.2 | Elect Director Derek J. Leathers | Management | For | For |
| 1.3 | Elect Director Michelle D. Livingstone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| WESBANCO, INC.
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: WSBC
SECURITY ID: 950810101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd F. Clossin | Management | For | For |
| 1.2 | Elect Director Michael J. Crawford | Management | For | For |
| 1.3 | Elect Director Abigail M. Feinknopf | Management | For | For |
| 1.4 | Elect Director Denise H. Knouse-Snyder | Management | For | For |
| 1.5 | Elect Director Jay T. McCamic | Management | For | For |
| 1.6 | Elect Director F. Eric Nelson, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Other Business | Management | For | Against |
| WESTAMERICA BANCORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: WABC
SECURITY ID: 957090103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director E. Joseph Bowler | Management | For | For |
| 1.2 | Elect Director Melanie Martella Chiesa | Management | For | For |
| 1.3 | Elect Director Michele Hassid | Management | For | For |
| 1.4 | Elect Director Catherine Cope MacMillan | Management | For | For |
| 1.5 | Elect Director Ronald A. Nelson | Management | For | For |
| 1.6 | Elect Director David L. Payne | Management | For | For |
| 1.7 | Elect Director Edward B. Sylvester | Management | For | For |
| 1.8 | Elect Director Inez Wondeh | 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 Crowe LLP as Auditors | Management | For | For |
| WESTLAKE CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: WLK
SECURITY ID: 960413102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a.1 | Elect Director Catherine T. Chao | Management | For | Withhold |
| 1a.2 | Elect Director Marius A. Haas | Management | For | For |
| 1a.3 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1a.4 | Elect Director Jeffrey W. Sheets | Management | For | For |
| 1b.1 | Elect Director Carolyn C. Sabat | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | Against |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| 7 | Strengthen 2030 GHG Reduction Targets and Adopt Long-Term Targets Aligned with Net Zero | Shareholder | Against | For |
| 8 | Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | Against |
| WESTROCK COMPANY
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: WRK
SECURITY ID: 96145D105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Colleen F. Arnold | Management | For | For |
| 1b | Elect Director Timothy J. Bernlohr | Management | For | For |
| 1c | Elect Director J. Powell Brown | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Russell M. Currey | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Gracia C. Martore | Management | For | For |
| 1h | Elect Director James E. Nevels | Management | For | For |
| 1i | Elect Director E. Jean Savage | Management | For | For |
| 1j | Elect Director David B. Sewell | Management | For | For |
| 1k | Elect Director Dmitri L. Stockton | Management | For | For |
| 1l | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WHITE MOUNTAINS INSURANCE GROUP, LTD.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: WTM
SECURITY ID: G9618E107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director G. Manning Rountree | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Weston M. Hicks | Management | For | For |
| 1.4 | Elect Director Steven M. Yi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| WILLIAMS-SONOMA, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: WSM
SECURITY ID: 969904101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laura Alber | Management | For | For |
| 1.2 | Elect Director Esi Eggleston Bracey | Management | For | For |
| 1.3 | Elect Director Scott Dahnke | Management | For | For |
| 1.4 | Elect Director Anne Finucane | Management | For | For |
| 1.5 | Elect Director Paula Pretlow | Management | For | For |
| 1.6 | Elect Director William Ready | Management | For | For |
| 1.7 | Elect Director Frits van Paasschen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WINGSTOP INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: WING
SECURITY ID: 974155103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lynn Crump-Caine | Management | For | Withhold |
| 1.2 | Elect Director Wesley S. McDonald | Management | For | For |
| 1.3 | Elect Director Anna (Ania) M. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WINMARK CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: WINA
SECURITY ID: 974250102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Eight | Management | For | For |
| 2.1 | Elect Director Brett D. Heffes | Management | For | For |
| 2.2 | Elect Director Lawrence A. Barbetta | Management | For | For |
| 2.3 | Elect Director Amy C. Becker | Management | For | For |
| 2.4 | Elect Director Jenele C. Grassle | Management | For | For |
| 2.5 | Elect Director Philip I. Smith | Management | For | For |
| 2.6 | Elect Director Gina D. Sprenger | Management | For | For |
| 2.7 | Elect Director Percy C. (Tom) Tomlinson, Jr. | Management | For | For |
| 2.8 | Elect Director Mark L. Wilson | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| WINNEBAGO INDUSTRIES, INC.
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: WGO
SECURITY ID: 974637100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin E. Bryant | Management | For | For |
| 1.2 | Elect Director Richard (Rick) D. Moss | Management | For | For |
| 1.3 | Elect Director John M. Murabito | 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 |
| WINTRUST FINANCIAL CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: WTFC
SECURITY ID: 97650W108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth H. Connelly | Management | For | For |
| 1.2 | Elect Director Timothy S. Crane | Management | For | For |
| 1.3 | Elect Director Peter D. Crist | Management | For | For |
| 1.4 | Elect Director William J. Doyle | Management | For | For |
| 1.5 | Elect Director Marla F. Glabe | Management | For | For |
| 1.6 | Elect Director H. Patrick Hackett, Jr. | Management | For | For |
| 1.7 | Elect Director Scott K. Heitmann | Management | For | For |
| 1.8 | Elect Director Brian A. Kenney | Management | For | For |
| 1.9 | Elect Director Deborah L. Hall Lefevre | Management | For | For |
| 1.10 | Elect Director Suzet M. McKinney | Management | For | For |
| 1.11 | Elect Director Gary D. "Joe" Sweeney | Management | For | For |
| 1.12 | Elect Director Karin Gustafson Teglia | Management | For | For |
| 1.13 | Elect Director Alex E. Washington, III | Management | For | For |
| 1.14 | Elect Director Edward J. Wehmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WOODWARD, INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: WWD
SECURITY ID: 980745103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Hess | 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 Omnibus Stock Plan | Management | For | Against |
| WORLD WRESTLING ENTERTAINMENT, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: WWE
SECURITY ID: 98156Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vincent K. Mcmahon | Management | For | Withhold |
| 1.2 | Elect Director Nick Khan | Management | For | Withhold |
| 1.3 | Elect Director Paul "Triple H" Levesque | Management | For | Withhold |
| 1.4 | Elect Director George A. Barrios | Management | For | Withhold |
| 1.5 | Elect Director Steve Koonin | Management | For | Withhold |
| 1.6 | Elect Director Michelle R. McKenna | Management | For | For |
| 1.7 | Elect Director Steve Pamon | Management | For | Withhold |
| 1.8 | Elect Director Michelle D. Wilson | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| XPEL, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: XPEL
SECURITY ID: 98379L100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ryan L. Pape | Management | For | For |
| 1.2 | Elect Director Mark E. Adams | Management | For | For |
| 1.3 | Elect Director Stacy L. Bogart | Management | For | For |
| 1.4 | Elect Director Richard K. Crumly | Management | For | For |
| 1.5 | Elect Director Michael A. Klonne | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| YELP INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: YELP
SECURITY ID: 985817105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fred D. Anderson, Jr. | Management | For | For |
| 1.2 | Elect Director Christine Barone | Management | For | For |
| 1.3 | Elect Director Robert Gibbs | Management | For | For |
| 1.4 | Elect Director George Hu | Management | For | For |
| 1.5 | Elect Director Diane Irvine | Management | For | For |
| 1.6 | Elect Director Sharon Rothstein | Management | For | For |
| 1.7 | Elect Director Jeremy Stoppelman | Management | For | For |
| 1.8 | Elect Director Chris Terrill | Management | For | For |
| 1.9 | Elect Director Tony Wells | 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 Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| ZIFF DAVIS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ZD
SECURITY ID: 48123V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Shah | Management | For | For |
| 1b | Elect Director Sarah Fay | Management | For | For |
| 1c | Elect Director Trace Harris | Management | For | For |
| 1d | Elect Director W. Brian Kretzmer | Management | For | For |
| 1e | Elect Director Jonathan F. Miller | Management | For | For |
| 1f | Elect Director Scott C. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZIPRECRUITER, INC.
MEETING DATE: JUN 13, 2023 |
||||
|
TICKER: ZIP
SECURITY ID: 98980B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brie Carere | Management | For | Withhold |
| 1.2 | Elect Director Eric Liaw | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZOOMINFO TECHNOLOGIES INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ZI
SECURITY ID: 98980F104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd Crockett | Management | For | Withhold |
| 1.2 | Elect Director Patrick McCarter | Management | For | Withhold |
| 1.3 | Elect Director D. Randall Winn | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ZYNEX, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ZYXI
SECURITY ID: 98986M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas Sandgaard | Management | For | For |
| 1.2 | Elect Director Barry D. Michaels | Management | For | For |
| 1.3 | Elect Director Michael Cress | Management | For | For |
| 1.4 | Elect Director Joshua R. Disbrow | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Marcum LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY STOCKS FOR INFLATION ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABBVIE INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ABBV
SECURITY ID: 00287Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACADEMY SPORTS AND OUTDOORS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ASO
SECURITY ID: 00402L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ken C. Hicks | Management | For | For |
| 1b | Elect Director Beryl B. Raff | Management | For | For |
| 1c | Elect Director Jeff C. Tweedy | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ACCENTURE PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: ACN
SECURITY ID: G1151C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTRIA GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MO
SECURITY ID: 02209S103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| AMDOCS LIMITED
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: DOX
SECURITY ID: G02602103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director Rafael de la Vega | Management | For | For |
| 1.4 | Elect Director Eli Gelman | Management | For | For |
| 1.5 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.6 | Elect Director John A. MacDonald | Management | For | For |
| 1.7 | Elect Director Shuky Sheffer | Management | For | For |
| 1.8 | Elect Director Yvette Kanouff | Management | For | For |
| 1.9 | Elect Director Sarah Ruth Davis | Management | For | For |
| 1.10 | Elect Director Amos Genish | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AMERICAN INTERNATIONAL GROUP, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: AIG
SECURITY ID: 026874784
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paola Bergamaschi | Management | For | For |
| 1b | Elect Director James Cole, Jr. | Management | For | For |
| 1c | Elect Director W. Don Cornwell | Management | For | For |
| 1d | Elect Director Linda A. Mills | Management | For | For |
| 1e | Elect Director Diana M. Murphy | Management | For | For |
| 1f | Elect Director Peter R. Porrino | Management | For | For |
| 1g | Elect Director John G. Rice | Management | For | For |
| 1h | Elect Director Therese M. Vaughan | Management | For | For |
| 1i | Elect Director Vanessa A. Wittman | Management | For | For |
| 1j | Elect Director Peter Zaffino | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| AMGEN INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: AMGN
SECURITY ID: 031162100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLIED MATERIALS, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: AMAT
SECURITY ID: 038222105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| ARCHER-DANIELS-MIDLAND COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ADM
SECURITY ID: 039483102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael S. Burke | Management | For | For |
| 1b | Elect Director Theodore Colbert | Management | For | For |
| 1c | Elect Director James C. Collins, Jr. | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Ellen de Brabander | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Juan R. Luciano | Management | For | For |
| 1h | Elect Director Patrick J. Moore | Management | For | For |
| 1i | Elect Director Debra A. Sandler | Management | For | For |
| 1j | Elect Director Lei Z. Schlitz | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| AT&T INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: T
SECURITY ID: 00206R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| ATKORE, INC.
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: ATKR
SECURITY ID: 047649108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeri L. Isbell | Management | For | For |
| 1b | Elect Director Wilbert W. James, Jr. | Management | For | For |
| 1c | Elect Director Betty R. Johnson | Management | For | For |
| 1d | Elect Director Justin A. Kershaw | Management | For | For |
| 1e | Elect Director Scott H. Muse | Management | For | For |
| 1f | Elect Director Michael V. Schrock | Management | For | For |
| 1g | Elect Director William R. VanArsdale *Withdrawn* | Management | None | None |
| 1h | Elect Director William E. Waltz, Jr. | Management | For | For |
| 1i | Elect Director A. Mark Zeffiro | 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 |
| AUTOMATIC DATA PROCESSING, INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ADP
SECURITY ID: 053015103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director David V. Goeckeler | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| AUTOZONE, INC.
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: AZO
SECURITY ID: 053332102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BMY
SECURITY ID: 110122108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BROADCOM INC.
MEETING DATE: APR 03, 2023 |
||||
|
TICKER: AVGO
SECURITY ID: 11135F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BUILDERS FIRSTSOURCE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BLDR
SECURITY ID: 12008R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul S. Levy | Management | For | For |
| 1.2 | Elect Director Cory J. Boydston | Management | For | For |
| 1.3 | Elect Director James O'Leary | Management | For | For |
| 1.4 | Elect Director Craig A. Steinke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Short, Medium, and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | Against |
| CADENCE DESIGN SYSTEMS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CDNS
SECURITY ID: 127387108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CF INDUSTRIES HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CF
SECURITY ID: 125269100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CISCO SYSTEMS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: CSCO
SECURITY ID: 17275R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| CLEARWAY ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CWEN
SECURITY ID: 18539C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan Bram | Management | For | Withhold |
| 1.2 | Elect Director Nathaniel Anschuetz | Management | For | Withhold |
| 1.3 | Elect Director Emmanuel Barrois | Management | For | Withhold |
| 1.4 | Elect Director Brian R. Ford | Management | For | Withhold |
| 1.5 | Elect Director Guillaume Hediard | Management | For | Withhold |
| 1.6 | Elect Director Jennifer Lowry | Management | For | Withhold |
| 1.7 | Elect Director Bruce MacLennan | Management | For | Withhold |
| 1.8 | Elect Director Daniel B. More | Management | For | Withhold |
| 1.9 | Elect Director E. Stanley O'Neal | Management | For | For |
| 1.10 | Elect Director Christopher S. Sotos | Management | For | Withhold |
| 1.11 | Elect Director Vincent Stoquart | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COLGATE-PALMOLIVE COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: CL
SECURITY ID: 194162103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Steve Cahillane | Management | For | For |
| 1d | Elect Director Lisa M. Edwards | Management | For | For |
| 1e | Elect Director C. Martin Harris | Management | For | For |
| 1f | Elect Director Martina Hund-Mejean | Management | For | For |
| 1g | Elect Director Kimberly A. Nelson | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Michael B. Polk | Management | For | For |
| 1j | Elect Director Stephen I. Sadove | Management | For | For |
| 1k | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CMCSA
SECURITY ID: 20030N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| DISCOVER FINANCIAL SERVICES
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: DFS
SECURITY ID: 254709108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DROPBOX, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: DBX
SECURITY ID: 26210C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.2 | Elect Director Donald W. Blair | Management | For | For |
| 1.3 | Elect Director Lisa Campbell | Management | For | Withhold |
| 1.4 | Elect Director Paul E. Jacobs | Management | For | Withhold |
| 1.5 | Elect Director Sara Mathew | Management | For | For |
| 1.6 | Elect Director Abhay Parasnis | Management | For | For |
| 1.7 | Elect Director Karen Peacock | Management | For | For |
| 1.8 | Elect Director Michael Seibel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | Against |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| ENPHASE ENERGY, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: ENPH
SECURITY ID: 29355A107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | For |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ESSENT GROUP LTD.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: ESNT
SECURITY ID: G3198U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Casale | Management | For | For |
| 1.2 | Elect Director Douglas J. Pauls | Management | For | For |
| 1.3 | Elect Director William Spiegel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| EVEREST RE GROUP, LTD.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RE
SECURITY ID: G3223R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Amore | Management | For | For |
| 1.2 | Elect Director Juan C. Andrade | Management | For | For |
| 1.3 | Elect Director William F. Galtney, Jr. | Management | For | For |
| 1.4 | Elect Director John A. Graf | Management | For | For |
| 1.5 | Elect Director Meryl Hartzband | Management | For | For |
| 1.6 | Elect Director Gerri Losquadro | Management | For | For |
| 1.7 | Elect Director Hazel McNeilage | Management | For | For |
| 1.8 | Elect Director Roger M. Singer | Management | For | For |
| 1.9 | Elect Director Joseph V. Taranto | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Everest Group, Ltd. | Management | For | For |
| EXLSERVICE HOLDINGS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: EXLS
SECURITY ID: 302081104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vikram Pandit | Management | For | For |
| 1b | Elect Director Rohit Kapoor | Management | For | For |
| 1c | Elect Director Andreas Fibig | Management | For | For |
| 1d | Elect Director Som Mittal | Management | For | For |
| 1e | Elect Director Kristy Pipes | Management | For | For |
| 1f | Elect Director Nitin Sahney | Management | For | For |
| 1g | Elect Director Jaynie Studenmund | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Forward Stock Split | Management | For | For |
| 6 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Abstain |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FIRST CITIZENS BANCSHARES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FCNCA
SECURITY ID: 31946M103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen R. Alemany | Management | For | For |
| 1.2 | Elect Director John M. Alexander, Jr. | Management | For | For |
| 1.3 | Elect Director Victor E. Bell, III | Management | For | Withhold |
| 1.4 | Elect Director Peter M. Bristow | Management | For | For |
| 1.5 | Elect Director Hope H. Bryant | Management | For | For |
| 1.6 | Elect Director Michael A. Carpenter | Management | For | For |
| 1.7 | Elect Director H. Lee Durham, Jr. | Management | For | Withhold |
| 1.8 | Elect Director Eugene Flood, Jr. | Management | For | For |
| 1.9 | Elect Director Frank B. Holding, Jr. | Management | For | For |
| 1.10 | Elect Director Robert R. Hoppe | Management | For | For |
| 1.11 | Elect Director Floyd L. Keels | Management | For | For |
| 1.12 | Elect Director Robert E. Mason, IV | Management | For | Withhold |
| 1.13 | Elect Director Robert T. Newcomb | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Increase Authorized Preferred Stock | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 7 | Ratify KPMG LLP as Auditors | Management | For | For |
| FISERV, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FISV
SECURITY ID: 337738108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| GAMING AND LEISURE PROPERTIES, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GLPI
SECURITY ID: 36467J108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter M. Carlino | Management | For | For |
| 1.2 | Elect Director JoAnne A. Epps | Management | For | For |
| 1.3 | Elect Director Carol 'Lili' Lynton | Management | For | For |
| 1.4 | Elect Director Joseph W. Marshall, III | Management | For | For |
| 1.5 | Elect Director James B. Perry | Management | For | For |
| 1.6 | Elect Director Barry F. Schwartz | Management | For | For |
| 1.7 | Elect Director Earl C. Shanks | Management | For | For |
| 1.8 | Elect Director E. Scott Urdang | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GARTNER, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: IT
SECURITY ID: 366651107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter E. Bisson | Management | For | For |
| 1b | Elect Director Richard J. Bressler | Management | For | For |
| 1c | Elect Director Raul E. Cesan | Management | For | For |
| 1d | Elect Director Karen E. Dykstra | Management | For | For |
| 1e | Elect Director Diana S. Ferguson | Management | For | For |
| 1f | Elect Director Anne Sutherland Fuchs | Management | For | For |
| 1g | Elect Director William O. Grabe | Management | For | For |
| 1h | Elect Director Jose M. Gutierrez | Management | For | For |
| 1i | Elect Director Eugene A. Hall | Management | For | For |
| 1j | Elect Director Stephen G. Pagliuca | Management | For | For |
| 1k | Elect Director Eileen M. Serra | Management | For | For |
| 1l | Elect Director James C. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| GILEAD SCIENCES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GILD
SECURITY ID: 375558103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Jeffrey A. Bluestone | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 1d | Elect Director Kelly A. Kramer | Management | For | For |
| 1e | Elect Director Kevin E. Lofton | Management | For | For |
| 1f | Elect Director Harish Manwani | Management | For | For |
| 1g | Elect Director Daniel P. O'Day | Management | For | For |
| 1h | Elect Director Javier J. Rodriguez | Management | For | For |
| 1i | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require More Director Nominations Than Open Seats | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| H&R BLOCK, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: HRB
SECURITY ID: 093671105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sean H. Cohan | Management | For | For |
| 1b | Elect Director Robert A. Gerard | Management | For | For |
| 1c | Elect Director Anuradha (Anu) Gupta | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Mia F. Mends | Management | For | For |
| 1g | Elect Director Yolande G. Piazza | Management | For | For |
| 1h | Elect Director Victoria J. Reich | Management | For | For |
| 1i | Elect Director Matthew E. Winter | 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 |
| HEWLETT PACKARD ENTERPRISE COMPANY
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: HPE
SECURITY ID: 42824C109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel Ammann | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Regina E. Dugan | Management | For | For |
| 1e | Elect Director Jean M. Hobby | Management | For | For |
| 1f | Elect Director Raymond J. Lane | Management | For | For |
| 1g | Elect Director Ann M. Livermore | Management | For | For |
| 1h | Elect Director Antonio F. Neri | Management | For | For |
| 1i | Elect Director Charles H. Noski | Management | For | For |
| 1j | Elect Director Raymond E. Ozzie | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Patricia F. Russo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| HUMANA INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: HUM
SECURITY ID: 444859102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTERNATIONAL BUSINESS MACHINES CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: IBM
SECURITY ID: 459200101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | Against |
| IRIDIUM COMMUNICATIONS INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: IRDM
SECURITY ID: 46269C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert H. Niehaus | Management | For | For |
| 1.2 | Elect Director Thomas C. Canfield | Management | For | For |
| 1.3 | Elect Director Matthew J. Desch | Management | For | For |
| 1.4 | Elect Director Thomas J. Fitzpatrick | Management | For | For |
| 1.5 | Elect Director L. Anthony Frazier | Management | For | For |
| 1.6 | Elect Director Jane L. Harman | Management | For | For |
| 1.7 | Elect Director Alvin B. Krongard | Management | For | For |
| 1.8 | Elect Director Suzanne E. McBride | Management | For | For |
| 1.9 | Elect Director Eric T. Olson | Management | For | For |
| 1.10 | Elect Director Parker W. Rush | Management | For | For |
| 1.11 | Elect Director Kay N. Sears | Management | For | For |
| 1.12 | Elect Director Jacqueline E. Yeaney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| JACK HENRY & ASSOCIATES, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: JKHY
SECURITY ID: 426281101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David B. Foss | Management | For | For |
| 1.2 | Elect Director Matthew C. Flanigan | Management | For | For |
| 1.3 | Elect Director Thomas H. Wilson, Jr. | Management | For | For |
| 1.4 | Elect Director Jacque R. Fiegel | Management | For | For |
| 1.5 | Elect Director Thomas A. Wimsett | Management | For | For |
| 1.6 | Elect Director Laura G. Kelly | Management | For | For |
| 1.7 | Elect Director Shruti S. Miyashiro | Management | For | For |
| 1.8 | Elect Director Wesley A. Brown | Management | For | For |
| 1.9 | Elect Director Curtis A. Campbell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| MACY'S, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: M
SECURITY ID: 55616P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emilie Arel | Management | For | For |
| 1b | Elect Director Francis S. Blake | Management | For | For |
| 1c | Elect Director Torrence N. Boone | Management | For | For |
| 1d | Elect Director Ashley Buchanan | Management | For | For |
| 1e | Elect Director Marie Chandoha | Management | For | For |
| 1f | Elect Director Naveen K. Chopra | Management | For | For |
| 1g | Elect Director Deirdre P. Connelly | Management | For | For |
| 1h | Elect Director Jeff Gennette | Management | For | For |
| 1i | Elect Director Jill Granoff | Management | For | For |
| 1j | Elect Director William H. Lenehan | Management | For | For |
| 1k | Elect Director Sara Levinson | Management | For | For |
| 1l | Elect Director Antony Spring | Management | For | For |
| 1m | Elect Director Paul C. Varga | Management | For | For |
| 1n | Elect Director Tracey Zhen | 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 |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MCDONALD'S CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MCD
SECURITY ID: 580135101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MCKESSON CORPORATION
MEETING DATE: JUL 22, 2022 |
||||
|
TICKER: MCK
SECURITY ID: 58155Q103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Carmona | Management | For | For |
| 1b | Elect Director Dominic J. Caruso | Management | For | For |
| 1c | Elect Director W. Roy Dunbar | Management | For | For |
| 1d | Elect Director James H. Hinton | Management | For | For |
| 1e | Elect Director Donald R. Knauss | Management | For | For |
| 1f | Elect Director Bradley E. Lerman | Management | For | For |
| 1g | Elect Director Linda P. Mantia | Management | For | For |
| 1h | Elect Director Maria Martinez | Management | For | For |
| 1i | Elect Director Susan R. Salka | Management | For | For |
| 1j | Elect Director Brian S. Tyler | Management | For | For |
| 1k | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | Against |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MRK
SECURITY ID: 58933Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| META PLATFORMS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: META
SECURITY ID: 30303M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | Withhold |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | Withhold |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| METLIFE, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: MET
SECURITY ID: 59156R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl W. Grise | Management | For | For |
| 1b | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1c | Elect Director Carla A. Harris | Management | For | For |
| 1d | Elect Director Gerald L. Hassell | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director R. Glenn Hubbard | Management | For | For |
| 1g | Elect Director Jeh C. Johnson | Management | For | For |
| 1h | Elect Director Edward J. Kelly, III | Management | For | For |
| 1i | Elect Director William E. Kennard | Management | For | For |
| 1j | Elect Director Michel A. Khalaf | Management | For | For |
| 1k | Elect Director Catherine R. Kinney | Management | For | For |
| 1l | Elect Director Diana L. McKenzie | Management | For | For |
| 1m | Elect Director Denise M. Morrison | Management | For | For |
| 1n | Elect Director Mark A. Weinberger | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MGIC INVESTMENT CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MTG
SECURITY ID: 552848103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Analisa M. Allen | Management | For | For |
| 1.2 | Elect Director Daniel A. Arrigoni | Management | For | For |
| 1.3 | Elect Director C. Edward Chaplin | Management | For | For |
| 1.4 | Elect Director Curt S. Culver | Management | For | For |
| 1.5 | Elect Director Jay C. Hartzell | Management | For | For |
| 1.6 | Elect Director Timothy A. Holt | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Michael E. Lehman | Management | For | For |
| 1.9 | Elect Director Teresita M. Lowman | Management | For | For |
| 1.10 | Elect Director Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Director Sheryl L. Sculley | Management | For | For |
| 1.12 | Elect Director Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICRON TECHNOLOGY, INC.
MEETING DATE: JAN 12, 2023 |
||||
|
TICKER: MU
SECURITY ID: 595112103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MODERNA, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MRNA
SECURITY ID: 60770K107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MUELLER INDUSTRIES, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MLI
SECURITY ID: 624756102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory L. Christopher | Management | For | For |
| 1.2 | Elect Director Elizabeth Donovan | Management | For | For |
| 1.3 | Elect Director William C. Drummond | Management | For | For |
| 1.4 | Elect Director Gary S. Gladstein | Management | For | For |
| 1.5 | Elect Director Scott J. Goldman | Management | For | For |
| 1.6 | Elect Director John B. Hansen | Management | For | For |
| 1.7 | Elect Director Terry Hermanson | Management | For | For |
| 1.8 | Elect Director Charles P. Herzog, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MURPHY USA INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MUSA
SECURITY ID: 626755102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claiborne P. Deming | Management | For | For |
| 1b | Elect Director Jeanne L. Phillips | Management | For | For |
| 1c | Elect Director Jack T. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| NATIONAL FUEL GAS COMPANY
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: NFG
SECURITY ID: 636180101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Carroll | Management | For | For |
| 1.2 | Elect Director Steven C. Finch | Management | For | For |
| 1.3 | Elect Director Joseph N. Jaggers | Management | For | For |
| 1.4 | Elect Director Jeffrey W. Shaw | Management | For | For |
| 1.5 | Elect Director Thomas E. Skains | Management | For | For |
| 1.6 | Elect Director David F. Smith | Management | For | For |
| 1.7 | Elect Director Ronald J. Tanski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NEXSTAR MEDIA GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NXST
SECURITY ID: 65336K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | For |
| NORTHROP GRUMMAN CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOC
SECURITY ID: 666807102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NRG ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NRG
SECURITY ID: 629377508
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director E. Spencer Abraham | Management | For | For |
| 1b | Elect Director Antonio Carrillo | Management | For | For |
| 1c | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1d | Elect Director Lawrence S. Coben | Management | For | For |
| 1e | Elect Director Heather Cox | Management | For | For |
| 1f | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1g | Elect Director Mauricio Gutierrez | Management | For | For |
| 1h | Elect Director Paul W. Hobby | Management | For | For |
| 1i | Elect Director Alexandra Pruner | Management | For | For |
| 1j | Elect Director Anne C. Schaumburg | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| NUCOR CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NUE
SECURITY ID: 670346105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norma B. Clayton | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Michael W. Lamach | Management | For | For |
| 1.6 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.7 | Elect Director Leon J. Topalian | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| O'REILLY AUTOMOTIVE, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ORLY
SECURITY ID: 67103H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: OXY
SECURITY ID: 674599105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OMEGA HEALTHCARE INVESTORS, INC.
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: OHI
SECURITY ID: 681936100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kapila K. Anand | Management | For | For |
| 1b | Elect Director Craig R. Callen | Management | For | For |
| 1c | Elect Director Lisa C. Egbuonu-Davis | Management | For | For |
| 1d | Elect Director Barbara B. Hill | Management | For | For |
| 1e | Elect Director Kevin J. Jacobs | Management | For | For |
| 1f | Elect Director C. Taylor Pickett | Management | For | For |
| 1g | Elect Director Stephen D. Plavin | Management | For | For |
| 1h | Elect Director Burke W. Whitman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OWENS CORNING
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: OC
SECURITY ID: 690742101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Chambers | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Adrienne D. Elsner | Management | For | For |
| 1d | Elect Director Alfred E. Festa | Management | For | For |
| 1e | Elect Director Edward F. Lonergan | Management | For | For |
| 1f | Elect Director Maryann T. Mannen | Management | For | For |
| 1g | Elect Director Paul E. Martin | Management | For | For |
| 1h | Elect Director W. Howard Morris | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director John D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 7 | Amend Bylaws to Add Federal Forum Selection Provision | Management | For | For |
| PAYCHEX, INC.
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: PAYX
SECURITY ID: 704326107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PBF ENERGY INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PBF
SECURITY ID: 69318G106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Nimbley | Management | For | For |
| 1b | Elect Director Spencer Abraham | Management | For | For |
| 1c | Elect Director Wayne Budd | Management | For | For |
| 1d | Elect Director Paul J. Donahue, Jr. | Management | For | For |
| 1e | Elect Director S. Eugene Edwards | Management | For | For |
| 1f | Elect Director Georganne Hodges | Management | For | For |
| 1g | Elect Director Kimberly S. Lubel | Management | For | For |
| 1h | Elect Director George E. Ogden | Management | For | For |
| 1i | Elect Director Damian W. Wilmot | Management | For | For |
| 1j | Elect Director Lawrence Ziemba | 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 |
| PFIZER INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PFE
SECURITY ID: 717081103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | 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 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PM
SECURITY ID: 718172109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| PRINCIPAL FINANCIAL GROUP, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: PFG
SECURITY ID: 74251V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan S. Auerbach | Management | For | For |
| 1.2 | Elect Director Mary E. "Maliz" Beams | Management | For | For |
| 1.3 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.4 | Elect Director Scott M. Mills | Management | For | For |
| 1.5 | Elect Director Claudio N. Muruzabal | Management | For | For |
| 1.6 | Elect Director H. Elizabeth Mitchell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| QUALCOMM INCORPORATED
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: QCOM
SECURITY ID: 747525103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RAMBUS INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: RMBS
SECURITY ID: 750917106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emiko Higashi | Management | For | For |
| 1b | Elect Director Steven Laub | Management | For | For |
| 1c | Elect Director Eric Stang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| REGENERON PHARMACEUTICALS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: REGN
SECURITY ID: 75886F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | Against |
| 1b | Elect Director Christine A. Poon | Management | For | Against |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| RLI CORP.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RLI
SECURITY ID: 749607107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kaj Ahlmann | Management | For | For |
| 1b | Elect Director Michael E. Angelina | Management | For | For |
| 1c | Elect Director David B. Duclos | Management | For | For |
| 1d | Elect Director Susan S. Fleming | Management | For | For |
| 1e | Elect Director Jordan W. Graham | Management | For | For |
| 1f | Elect Director Craig W. Kliethermes | Management | For | For |
| 1g | Elect Director Paul B. Medini | Management | For | For |
| 1h | Elect Director Jonathan E. Michael | Management | For | For |
| 1i | Elect Director Robert P. Restrepo, Jr. | Management | For | For |
| 1j | Elect Director Debbie S. Roberts | Management | For | For |
| 1k | Elect Director Michael J. Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Include Exculpation of Officers | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SNAP-ON INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SNA
SECURITY ID: 833034101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Adams | Management | For | For |
| 1.2 | Elect Director Karen L. Daniel | Management | For | For |
| 1.3 | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1.4 | Elect Director James P. Holden | Management | For | For |
| 1.5 | Elect Director Nathan J. Jones | Management | For | For |
| 1.6 | Elect Director Henry W. Knueppel | Management | For | For |
| 1.7 | Elect Director W. Dudley Lehman | Management | For | For |
| 1.8 | Elect Director Nicholas T. Pinchuk | Management | For | For |
| 1.9 | Elect Director Gregg M. Sherrill | Management | For | For |
| 1.10 | Elect Director Donald J. Stebbins | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STEEL DYNAMICS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: STLD
SECURITY ID: 858119100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| SYNCHRONY FINANCIAL
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SYF
SECURITY ID: 87165B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Doubles | Management | For | For |
| 1b | Elect Director Fernando Aguirre | Management | For | For |
| 1c | Elect Director Paget L. Alves | Management | For | For |
| 1d | Elect Director Kamila Chytil | Management | For | For |
| 1e | Elect Director Arthur W. Coviello, Jr. | Management | For | For |
| 1f | Elect Director Roy A. Guthrie | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director P.W. "Bill" Parker | Management | For | For |
| 1i | Elect Director Laurel J. Richie | Management | For | For |
| 1j | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMHC
SECURITY ID: 87724P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Lane | Management | For | For |
| 1b | Elect Director William H. Lyon | Management | For | For |
| 1c | Elect Director Anne L. Mariucci | Management | For | For |
| 1d | Elect Director David C. Merritt | Management | For | For |
| 1e | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1f | Elect Director Sheryl D. Palmer | Management | For | For |
| 1g | Elect Director Denise F. Warren | Management | For | For |
| 1h | Elect Director Christopher Yip | 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 |
| TEXAS INSTRUMENTS INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TXN
SECURITY ID: 882508104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Against | Against |
| THE GOLDMAN SACHS GROUP, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: GS
SECURITY ID: 38141G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michele Burns | Management | For | For |
| 1b | Elect Director Mark Flaherty | Management | For | For |
| 1c | Elect Director Kimberley Harris | Management | For | For |
| 1d | Elect Director Kevin Johnson | Management | For | For |
| 1e | Elect Director Ellen Kullman | Management | For | For |
| 1f | Elect Director Lakshmi Mittal | Management | For | For |
| 1g | Elect Director Adebayo Ogunlesi | Management | For | For |
| 1h | Elect Director Peter Oppenheimer | Management | For | For |
| 1i | Elect Director David Solomon | Management | For | For |
| 1j | Elect Director Jan Tighe | Management | For | For |
| 1k | Elect Director Jessica Uhl | Management | For | For |
| 1l | Elect Director David Viniar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Publish Third-Party Review on Chinese Congruency of Certain ETFs | Shareholder | Against | Against |
| 8 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 11 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 12 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TOLL BROTHERS, INC.
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: TOL
SECURITY ID: 889478103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas C. Yearley, Jr. | Management | For | For |
| 1.2 | Elect Director Stephen F. East | Management | For | For |
| 1.3 | Elect Director Christine N. Garvey | Management | For | For |
| 1.4 | Elect Director Karen H. Grimes | Management | For | For |
| 1.5 | Elect Director Derek T. Kan | Management | For | For |
| 1.6 | Elect Director Carl B. Marbach | Management | For | For |
| 1.7 | Elect Director John A. McLean | Management | For | For |
| 1.8 | Elect Director Wendell E. Pritchett | Management | For | For |
| 1.9 | Elect Director Paul E. Shapiro | Management | For | For |
| 1.10 | Elect Director Scott D. Stowell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRITON INTERNATIONAL LIMITED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TRTN
SECURITY ID: G9078F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian M. Sondey | Management | For | For |
| 1b | Elect Director Robert W. Alspaugh | Management | For | For |
| 1c | Elect Director Malcolm P. Baker | Management | For | For |
| 1d | Elect Director Annabelle Bexiga | Management | For | For |
| 1e | Elect Director Claude Germain | Management | For | For |
| 1f | Elect Director Kenneth J. Hanau | Management | For | For |
| 1g | Elect Director John S. Hextall | Management | For | For |
| 1h | Elect Director Terri A. Pizzuto | Management | For | For |
| 1i | Elect Director Niharika Ramdev | Management | For | For |
| 1j | Elect Director Robert L. Rosner | Management | For | For |
| 1k | Elect Director Simon R. Vernon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| TYSON FOODS, INC.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: TSN
SECURITY ID: 902494103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Tyson | Management | For | For |
| 1b | Elect Director Les R. Baledge | Management | For | For |
| 1c | Elect Director Mike Beebe | Management | For | For |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | For |
| 1f | Elect Director Mikel A. Durham | Management | For | For |
| 1g | Elect Director Donnie King | Management | For | For |
| 1h | Elect Director Jonathan D. Mariner | Management | For | For |
| 1i | Elect Director Kevin M. McNamara | Management | For | For |
| 1j | Elect Director Cheryl S. Miller | Management | For | For |
| 1k | Elect Director Jeffrey K. Schomburger | Management | For | For |
| 1l | Elect Director Barbara A. Tyson | Management | For | For |
| 1m | Elect Director Noel 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 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| UFP INDUSTRIES, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: UFPI
SECURITY ID: 90278Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin J. Mclean | Management | For | For |
| 1b | Elect Director Mary Tuuk Kuras | Management | For | For |
| 1c | Elect Director Michael G. Wooldridge | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ULTA BEAUTY, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ULTA
SECURITY ID: 90384S303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michelle L. Collins | Management | For | For |
| 1b | Elect Director Patricia A. Little | Management | For | For |
| 1c | Elect Director Heidi G. Petz | Management | For | For |
| 1d | Elect Director Michael C. Smith | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNITED THERAPEUTICS CORPORATION
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: UTHR
SECURITY ID: 91307C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher Causey | Management | For | For |
| 1b | Elect Director Raymond Dwek | Management | For | For |
| 1c | Elect Director Richard Giltner | Management | For | For |
| 1d | Elect Director Katherine Klein | Management | For | For |
| 1e | Elect Director Ray Kurzweil | Management | For | For |
| 1f | Elect Director Linda Maxwell | Management | For | For |
| 1g | Elect Director Nilda Mesa | Management | For | For |
| 1h | Elect Director Judy Olian | Management | For | For |
| 1i | Elect Director Christopher Patusky | Management | For | For |
| 1j | Elect Director Martine Rothblatt | Management | For | For |
| 1k | Elect Director Louis Sullivan | Management | For | For |
| 1l | Elect Director Tommy Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNUM GROUP
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: UNM
SECURITY ID: 91529Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1b | Elect Director Susan L. Cross | Management | For | For |
| 1c | Elect Director Susan D. DeVore | Management | For | For |
| 1d | Elect Director Joseph J. Echevarria | Management | For | For |
| 1e | Elect Director Cynthia L. Egan | Management | For | For |
| 1f | Elect Director Kevin T. Kabat | Management | For | For |
| 1g | Elect Director Timothy F. Keaney | Management | For | For |
| 1h | Elect Director Gale V. King | Management | For | For |
| 1i | Elect Director Gloria C. Larson | Management | For | For |
| 1j | Elect Director Richard P. McKenney | Management | For | For |
| 1k | Elect Director Ronald P. O'Hanley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VERISIGN, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: VRSN
SECURITY ID: 92343E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. James Bidzos | Management | For | For |
| 1.2 | Elect Director Courtney D. Armstrong | Management | For | For |
| 1.3 | Elect Director Yehuda Ari Buchalter | Management | For | For |
| 1.4 | Elect Director Kathleen A. Cote | Management | For | For |
| 1.5 | Elect Director Thomas F. Frist, III | Management | For | For |
| 1.6 | Elect Director Jamie S. Gorelick | Management | For | For |
| 1.7 | Elect Director Roger H. Moore | Management | For | For |
| 1.8 | Elect Director Timothy Tomlinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VICI PROPERTIES INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: VICI
SECURITY ID: 925652109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| YUM! BRANDS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: YUM
SECURITY ID: 988498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZIFF DAVIS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ZD
SECURITY ID: 48123V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Shah | Management | For | For |
| 1b | Elect Director Sarah Fay | Management | For | For |
| 1c | Elect Director Trace Harris | Management | For | For |
| 1d | Elect Director W. Brian Kretzmer | Management | For | For |
| 1e | Elect Director Jonathan F. Miller | Management | For | For |
| 1f | Elect Director Scott C. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
VOTE SUMMARY REPORT
FIDELITY SUSTAINABLE HIGH YIELD ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| APTIV PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: APTV
SECURITY ID: G6095L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CANO HEALTH, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: CANO
SECURITY ID: 13781Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (White Proxy Card) | ||||
| 1.1 | Elect Director Alan Muney | Management | For | Did Not Vote |
| 1.2 | Elect Director Kim M. Rivera | Management | For | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 3 | Approve Reverse Stock Split | Management | For | Did Not Vote |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (Green Proxy Card) | ||||
| 1.1 | Management Nominee Alan Muney | Shareholder | Withhold | Withhold |
| 1.2 | Management Nominee Kim M. Rivera | Shareholder | Withhold | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | None | For |
| 3 | Approve Reverse Stock Split | Management | None | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | None | For |
| CHARTER COMMUNICATIONS, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: CHTR
SECURITY ID: 16119P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Lance Conn | Management | For | For |
| 1b | Elect Director Kim C. Goodman | Management | For | For |
| 1c | Elect Director Craig A. Jacobson | Management | For | Against |
| 1d | Elect Director Gregory B. Maffei | Management | For | For |
| 1e | Elect Director John D. Markley, Jr. | Management | For | Against |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | Against |
| 1h | Elect Director Steven A. Miron | Management | For | For |
| 1i | Elect Director Balan Nair | Management | For | For |
| 1j | Elect Director Michael A. Newhouse | Management | For | Against |
| 1k | Elect Director Mauricio Ramos | Management | For | For |
| 1l | Elect Director Thomas M. Rutledge | Management | For | For |
| 1m | Elect Director Eric L. Zinterhofer | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| DENBURY INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DEN
SECURITY ID: 24790A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin O. Meyers | Management | For | For |
| 1b | Elect Director Anthony M. Abate | Management | For | For |
| 1c | Elect Director Caroline G. Angoorly | Management | For | For |
| 1d | Elect Director James N. Chapman | Management | For | For |
| 1e | Elect Director Christian S. Kendall | Management | For | For |
| 1f | Elect Director Lynn A. Peterson | Management | For | For |
| 1g | Elect Director Brett R. Wiggs | Management | For | For |
| 1h | Elect Director Cindy A. Yeilding | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| EQT CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: EQT
SECURITY ID: 26884L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NEW FORTRESS ENERGY INC.
MEETING DATE: MAY 22, 2023 |
||||
|
TICKER: NFE
SECURITY ID: 644393100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Mack | Management | For | For |
| 1.2 | Elect Director Katherine E. Wanner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| REGAL REXNORD CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RRX
SECURITY ID: 758750103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY SUSTAINABLE U.S. EQUITY ETF (FORMERLY KNOWN AS: FIDELITY SUSTAINABILITY U.S. EQUITY ETF)
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACCENTURE PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: ACN
SECURITY ID: G1151C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ACUITY BRANDS, INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: AYI
SECURITY ID: 00508Y102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil M. Ashe | Management | For | For |
| 1b | Elect Director Marcia J. Avedon | Management | For | For |
| 1c | Elect Director W. Patrick Battle | Management | For | For |
| 1d | Elect Director Michael J. Bender | Management | For | For |
| 1e | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1f | Elect Director James H. Hance, Jr. | Management | For | For |
| 1g | Elect Director Maya Leibman | Management | For | For |
| 1h | Elect Director Laura G. O'Shaughnessy | Management | For | For |
| 1i | Elect Director Mark J. Sachleben | Management | For | For |
| 1j | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADOBE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: ADBE
SECURITY ID: 00724F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADTALEM GLOBAL EDUCATION INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ATGE
SECURITY ID: 00737L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen W. Beard | Management | For | For |
| 1b | Elect Director William W. Burke | Management | For | For |
| 1c | Elect Director Charles DeShazer | Management | For | For |
| 1d | Elect Director Mayur Gupta | Management | For | For |
| 1e | Elect Director Donna J. Hrinak | Management | For | For |
| 1f | Elect Director Georgette Kiser | Management | For | For |
| 1g | Elect Director Liam Krehbiel | Management | For | For |
| 1h | Elect Director Michael W. Malafronte | Management | For | For |
| 1i | Elect Director Sharon L. O'Keefe | Management | For | For |
| 1j | Elect Director Kenneth J. Phelan | Management | For | For |
| 1k | Elect Director Lisa W. Wardell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADVANCED MICRO DEVICES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: AMD
SECURITY ID: 007903107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | For |
| 1i | Elect Director Elizabeth W. Vanderslice | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| AMAZON.COM, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMZN
SECURITY ID: 023135106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERICAN EXPRESS COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: AXP
SECURITY ID: 025816109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Baltimore | Management | For | For |
| 1b | Elect Director John J. Brennan | Management | For | For |
| 1c | Elect Director Peter Chernin | Management | For | For |
| 1d | Elect Director Walter J. Clayton, III | Management | For | For |
| 1e | Elect Director Ralph de la Vega | Management | For | For |
| 1f | Elect Director Theodore J. Leonsis | Management | For | For |
| 1g | Elect Director Deborah P. Majoras | Management | For | For |
| 1h | Elect Director Karen L. Parkhill | Management | For | For |
| 1i | Elect Director Charles E. Phillips | Management | For | For |
| 1j | Elect Director Lynn A. Pike | Management | For | For |
| 1k | Elect Director Stephen J. Squeri | Management | For | For |
| 1l | Elect Director Daniel L. Vasella | Management | For | For |
| 1m | Elect Director Lisa W. Wardell | Management | For | For |
| 1n | Elect Director Christopher D. Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | For |
| AMERICAN WATER WORKS COMPANY, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: AWK
SECURITY ID: 030420103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1b | Elect Director Martha Clark Goss | Management | For | For |
| 1c | Elect Director M. Susan Hardwick | Management | For | For |
| 1d | Elect Director Kimberly J. Harris | Management | For | For |
| 1e | Elect Director Laurie P. Havanec | Management | For | For |
| 1f | Elect Director Julia L. Johnson | Management | For | For |
| 1g | Elect Director Patricia L. Kampling | Management | For | For |
| 1h | Elect Director Karl F. Kurz | Management | For | For |
| 1i | Elect Director Michael L. Marberry | Management | For | For |
| 1j | Elect Director James G. Stavridis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APTIV PLC
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: APTV
SECURITY ID: G6095L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVERY DENNISON CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: AVY
SECURITY ID: 053611109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradley A. Alford | Management | For | For |
| 1b | Elect Director Anthony K. Anderson | Management | For | For |
| 1c | Elect Director Mitchell R. Butier | Management | For | For |
| 1d | Elect Director Ken C. Hicks | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Francesca Reverberi | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Julia A. Stewart | Management | For | For |
| 1i | Elect Director Martha N. Sullivan | Management | For | For |
| 1j | Elect Director William R. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BAKER HUGHES COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: BKR
SECURITY ID: 05722G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.7 | Elect Director John G. Rice | Management | For | For |
| 1.8 | Elect Director Lorenzo Simonelli | Management | For | For |
| 1.9 | Elect Director Mohsen Sohi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK OF AMERICA CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BAC
SECURITY ID: 060505104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BLACKROCK, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: BLK
SECURITY ID: 09247X101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director William E. Ford | Management | For | For |
| 1e | Elect Director Fabrizio Freda | Management | For | For |
| 1f | Elect Director Murry S. Gerber | Management | For | For |
| 1g | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1h | Elect Director Robert S. Kapito | Management | For | For |
| 1i | Elect Director Cheryl D. Mills | Management | For | For |
| 1j | Elect Director Gordon M. Nixon | Management | For | For |
| 1k | Elect Director Kristin C. Peck | Management | For | For |
| 1l | Elect Director Charles H. Robbins | Management | For | For |
| 1m | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1n | Elect Director Hans E. Vestberg | Management | For | For |
| 1o | Elect Director Susan L. Wagner | Management | For | For |
| 1p | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Report on Ability to Engineer Decarbonization in the Real Economy | Shareholder | Against | Against |
| 7 | Report on Societal Impacts of Aerospace & Defense Industry ETF | Shareholder | Against | Against |
| BRIGHT HORIZONS FAMILY SOLUTIONS, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: BFAM
SECURITY ID: 109194100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen H. Kramer | Management | For | For |
| 1b | Elect Director Sara Lawrence-Lightfoot | Management | For | For |
| 1c | Elect Director Cathy E. Minehan | 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 |
| CABLE ONE, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: CABO
SECURITY ID: 12685J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brad D. Brian | Management | For | For |
| 1b | Elect Director Deborah J. Kissire | Management | For | For |
| 1c | Elect Director Julia M. Laulis | Management | For | For |
| 1d | Elect Director Mary E. Meduski | Management | For | For |
| 1e | Elect Director Thomas O. Might | Management | For | For |
| 1f | Elect Director Sherrese M. Smith | Management | For | For |
| 1g | Elect Director Wallace R. Weitz | Management | For | For |
| 1h | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHENIERE ENERGY, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: LNG
SECURITY ID: 16411R208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Andrea Botta | Management | For | For |
| 1b | Elect Director Jack A. Fusco | Management | For | For |
| 1c | Elect Director Patricia K. Collawn | Management | For | For |
| 1d | Elect Director Brian E. Edwards | Management | For | For |
| 1e | Elect Director Denise Gray | Management | For | For |
| 1f | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1g | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1h | Elect Director Matthew Runkle | Management | For | For |
| 1i | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Stranded Carbon Asset Risk | Shareholder | Against | Against |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
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 Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CROWN HOLDINGS, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CCK
SECURITY ID: 228368106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy J. Donahue | Management | For | For |
| 1.2 | Elect Director Richard H. Fearon | Management | For | For |
| 1.3 | Elect Director Andrea J. Funk | Management | For | For |
| 1.4 | Elect Director Stephen J. Hagge | Management | For | For |
| 1.5 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.6 | Elect Director James H. Miller | Management | For | For |
| 1.7 | Elect Director Josef M. Miller | Management | For | For |
| 1.8 | Elect Director B. Craig Owens | Management | For | For |
| 1.9 | Elect Director Angela M. Snyder | Management | For | For |
| 1.10 | Elect Director Caesar F. Sweizer | Management | For | For |
| 1.11 | Elect Director Andrew J. Teno | Management | For | For |
| 1.12 | Elect Director Marsha C. Williams | Management | For | For |
| 1.13 | Elect Director Dwayne A. Wilson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DANAHER CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: DHR
SECURITY ID: 235851102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DARLING INGREDIENTS INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: DAR
SECURITY ID: 237266101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Randall C. Stuewe | Management | For | For |
| 1b | Elect Director Charles Adair | Management | For | For |
| 1c | Elect Director Beth Albright | Management | For | For |
| 1d | Elect Director Larry A. Barden | Management | For | For |
| 1e | Elect Director Celeste A. Clark | Management | For | For |
| 1f | Elect Director Linda Goodspeed | Management | For | For |
| 1g | Elect Director Enderson Guimaraes | Management | For | For |
| 1h | Elect Director Gary W. Mize | Management | For | For |
| 1i | Elect Director Michael E. Rescoe | Management | For | For |
| 1j | Elect Director Kurt Stoffel | 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 |
| DEERE & COMPANY
MEETING DATE: FEB 22, 2023 |
||||
|
TICKER: DE
SECURITY ID: 244199105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DENBURY INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: DEN
SECURITY ID: 24790A101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin O. Meyers | Management | For | For |
| 1b | Elect Director Anthony M. Abate | Management | For | For |
| 1c | Elect Director Caroline G. Angoorly | Management | For | For |
| 1d | Elect Director James N. Chapman | Management | For | For |
| 1e | Elect Director Christian S. Kendall | Management | For | For |
| 1f | Elect Director Lynn A. Peterson | Management | For | For |
| 1g | Elect Director Brett R. Wiggs | Management | For | For |
| 1h | Elect Director Cindy A. Yeilding | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| EASTMAN CHEMICAL COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: EMN
SECURITY ID: 277432100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Humberto P. Alfonso | Management | For | For |
| 1.2 | Elect Director Brett D. Begemann | Management | For | For |
| 1.3 | Elect Director Eric L. Butler | Management | For | For |
| 1.4 | Elect Director Mark J. Costa | Management | For | For |
| 1.5 | Elect Director Edward L. Doheny, II | Management | For | For |
| 1.6 | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1.7 | Elect Director Julie F. Holder | Management | For | For |
| 1.8 | Elect Director Renee J. Hornbaker | Management | For | For |
| 1.9 | Elect Director Kim Ann Mink | Management | For | For |
| 1.10 | Elect Director James J. O'Brien | Management | For | For |
| 1.11 | Elect Director David W. Raisbeck | Management | For | For |
| 1.12 | Elect Director Charles K. Stevens, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| GENERAC HOLDINGS INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: GNRC
SECURITY ID: 368736104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcia J. Avedon | Management | For | For |
| 1.2 | Elect Director Bennett J. Morgan | Management | For | For |
| 1.3 | Elect Director Dominick P. Zarcone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GENERAL MOTORS COMPANY
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: GM
SECURITY ID: 37045V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Aneel Bhusri | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Joanne C. Crevoiserat | Management | For | For |
| 1e | Elect Director Linda R. Gooden | Management | For | For |
| 1f | Elect Director Joseph Jimenez | Management | For | For |
| 1g | Elect Director Jonathan McNeill | Management | For | For |
| 1h | Elect Director Judith A. Miscik | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Thomas M. Schoewe | Management | For | For |
| 1k | Elect Director Mark A. Tatum | Management | For | For |
| 1l | Elect Director Jan E. Tighe | Management | For | For |
| 1m | Elect Director Devin N. Wenig | Management | 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 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Against |
| HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: HBAN
SECURITY ID: 446150104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alanna Y. Cotton | Management | For | For |
| 1.2 | Elect Director Ann B. (Tanny) Crane | Management | For | For |
| 1.3 | Elect Director Gina D. France | Management | For | For |
| 1.4 | Elect Director J. Michael Hochschwender | Management | For | For |
| 1.5 | Elect Director Richard H. King | Management | For | For |
| 1.6 | Elect Director Katherine M. A. (Allie) Kline | Management | For | For |
| 1.7 | Elect Director Richard W. Neu | Management | For | For |
| 1.8 | Elect Director Kenneth J. Phelan | Management | For | For |
| 1.9 | Elect Director David L. Porteous | Management | For | For |
| 1.10 | Elect Director Roger J. Sit | Management | For | For |
| 1.11 | Elect Director Stephen D. Steinour | Management | For | For |
| 1.12 | Elect Director Jeffrey L. Tate | Management | For | For |
| 1.13 | Elect Director Gary Torgow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ICON PLC
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: ICLR
SECURITY ID: G4705A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steve Cutler | Management | For | For |
| 1.2 | Elect Director John Climax | Management | For | For |
| 1.3 | Elect Director Ronan Murphy | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 3 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 4 | Authorize Issue of Equity | Management | For | For |
| 5 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| 8 | Approve the Price Range for the Reissuance of Shares | Management | For | For |
| INGERSOLL RAND INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: IR
SECURITY ID: 45687V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicente Reynal | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Kirk E. Arnold | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Jennifer Hartsock | Management | For | For |
| 1f | Elect Director John Humphrey | Management | For | For |
| 1g | Elect Director Marc E. Jones | Management | For | For |
| 1h | Elect Director Mark Stevenson | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTUIT INC.
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: INTU
SECURITY ID: 461202103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| JOHNSON CONTROLS INTERNATIONAL PLC
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: JCI
SECURITY ID: G51502105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean Blackwell | Management | For | For |
| 1b | Elect Director Pierre Cohade | Management | For | For |
| 1c | Elect Director Michael E. Daniels | Management | For | For |
| 1d | Elect Director W. Roy Dunbar | Management | For | For |
| 1e | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1f | Elect Director Ayesha Khanna | Management | For | For |
| 1g | Elect Director Simone Menne | Management | For | For |
| 1h | Elect Director George R. Oliver | Management | For | For |
| 1i | Elect Director Jurgen Tinggren | Management | For | For |
| 1j | Elect Director Mark Vergnano | Management | For | For |
| 1k | Elect Director John D. Young | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Authorize Market Purchases of Company Shares | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 8 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| KBR, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: KBR
SECURITY ID: 48242W106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark E. Baldwin | Management | For | For |
| 1b | Elect Director Stuart J. B. Bradie | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Lester L. Lyles | Management | For | For |
| 1e | Elect Director John A. Manzoni | Management | For | For |
| 1f | Elect Director Wendy M. Masiello | Management | For | For |
| 1g | Elect Director Jack B. Moore | Management | For | For |
| 1h | Elect Director Ann D. Pickard | Management | For | For |
| 1i | Elect Director Carlos A. Sabater | Management | For | For |
| 1j | Elect Director Vincent R. Stewart *Withdrawn Resolution* | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KEURIG DR PEPPER INC.
MEETING DATE: JUN 12, 2023 |
||||
|
TICKER: KDP
SECURITY ID: 49271V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LINDE PLC
MEETING DATE: JUL 25, 2022 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| MANPOWERGROUP INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: MAN
SECURITY ID: 56418H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jean-Philippe Courtois | Management | For | For |
| 1B | Elect Director William Downe | Management | For | For |
| 1C | Elect Director John F. Ferraro | Management | For | For |
| 1D | Elect Director William P. Gipson | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Muriel Penicaud | Management | For | For |
| 1I | Elect Director Jonas Prising | Management | For | For |
| 1J | Elect Director Paul Read | Management | For | For |
| 1K | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1L | Elect Director Michael J. Van Handel | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARRIOTT INTERNATIONAL, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: MAR
SECURITY ID: 571903202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony G. Capuano | Management | For | For |
| 1b | Elect Director Isabella D. Goren | Management | For | For |
| 1c | Elect Director Deborah Marriott Harrison | Management | For | For |
| 1d | Elect Director Frederick A. Henderson | Management | For | For |
| 1e | Elect Director Eric Hippeau | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Debra L. Lee | Management | For | For |
| 1h | Elect Director Aylwin B. Lewis | Management | For | For |
| 1i | Elect Director David S. Marriott | Management | For | For |
| 1j | Elect Director Margaret M. McCarthy | Management | For | For |
| 1k | Elect Director Grant F. Reid | Management | For | For |
| 1l | Elect Director Horacio D. Rozanski | Management | For | For |
| 1m | Elect Director Susan C. Schwab | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MRK
SECURITY ID: 58933Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MODERNA, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MRNA
SECURITY ID: 60770K107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MOODY'S CORPORATION
MEETING DATE: APR 18, 2023 |
||||
|
TICKER: MCO
SECURITY ID: 615369105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NETFLIX, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NFLX
SECURITY ID: 64110L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| NEXTERA ENERGY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NEE
SECURITY ID: 65339F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| NORTHERN TRUST CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: NTRS
SECURITY ID: 665859104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NXP SEMICONDUCTORS N.V.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NXPI
SECURITY ID: N6596X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ON SEMICONDUCTOR CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ON
SECURITY ID: 682189105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PAYPAL HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PYPL
SECURITY ID: 70450Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| PROLOGIS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| REGAL REXNORD CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RRX
SECURITY ID: 758750103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| SALESFORCE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CRM
SECURITY ID: 79466L302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SOLAREDGE TECHNOLOGIES, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: SEDG
SECURITY ID: 83417M104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marcel Gani | Management | For | For |
| 1b | Elect Director Tal Payne | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| STATE STREET CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: STT
SECURITY ID: 857477103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director DonnaLee DeMaio | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Julio A. Portalatin | Management | For | For |
| 1k | Elect Director John B. Rhea | Management | For | For |
| 1l | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Report on Asset Management Policies and Diversified Investors | Shareholder | Against | Against |
| TAPESTRY, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: TPR
SECURITY ID: 876030107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Johanna (Hanneke) Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMHC
SECURITY ID: 87724P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Lane | Management | For | For |
| 1b | Elect Director William H. Lyon | Management | For | For |
| 1c | Elect Director Anne L. Mariucci | Management | For | For |
| 1d | Elect Director David C. Merritt | Management | For | For |
| 1e | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1f | Elect Director Sheryl D. Palmer | Management | For | For |
| 1g | Elect Director Denise F. Warren | Management | For | For |
| 1h | Elect Director Christopher Yip | 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 |
| TESLA, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: TSLA
SECURITY ID: 88160R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | For |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| THE CIGNA GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CI
SECURITY ID: 125523100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE ESTEE LAUDER COMPANIES INC.
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: EL
SECURITY ID: 518439104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald S. Lauder | Management | For | For |
| 1b | Elect Director William P. Lauder | Management | For | For |
| 1c | Elect Director Richard D. Parsons | Management | For | For |
| 1d | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1e | Elect Director Jennifer Tejada | Management | For | For |
| 1f | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE INTERPUBLIC GROUP OF COMPANIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: IPG
SECURITY ID: 460690100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Philippe Krakowsky | Management | For | For |
| 1.5 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.6 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt Jr. | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE TRAVELERS COMPANIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TRV
SECURITY ID: 89417E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan L. Beller | Management | For | For |
| 1b | Elect Director Janet M. Dolan | Management | For | For |
| 1c | Elect Director Russell G. Golden | Management | For | For |
| 1d | Elect Director Patricia L. Higgins | Management | For | For |
| 1e | Elect Director William J. Kane | Management | For | For |
| 1f | Elect Director Thomas B. Leonardi | Management | For | For |
| 1g | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Philip T. (Pete) Ruegger, III | Management | For | For |
| 1j | Elect Director Rafael Santana | Management | For | For |
| 1k | Elect Director Todd C. Schermerhorn | Management | For | For |
| 1l | Elect Director Alan D. Schnitzer | Management | For | For |
| 1m | Elect Director Laurie J. Thomsen | Management | For | For |
| 1n | Elect Director Bridget van Kralingen | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting | Shareholder | Against | Against |
| 7 | Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development | Shareholder | Against | Against |
| 8 | Oversee and Report on a Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 9 | Ensure Policies Do Not Support Police Violations of Civil Rights | Shareholder | Against | Against |
| 10 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities - Withdrawn | Shareholder | None | None |
| UNITED PARCEL SERVICE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: UPS
SECURITY ID: 911312106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | For |
| 1h | Elect Director William Johnson | Management | For | For |
| 1i | Elect Director Franck Moison | Management | For | For |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | For |
| 1l | Elect Director Kevin Warsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | Against |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| VALERO ENERGY CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: VLO
SECURITY ID: 91913Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred M. Diaz | Management | For | For |
| 1b | Elect Director H. Paulett Eberhart | Management | For | For |
| 1c | Elect Director Marie A. Ffolkes | Management | For | For |
| 1d | Elect Director Joseph W. Gorder | Management | For | For |
| 1e | Elect Director Kimberly S. Greene | Management | For | For |
| 1f | Elect Director Deborah P. Majoras | Management | For | For |
| 1g | Elect Director Eric D. Mullins | Management | For | For |
| 1h | Elect Director Donald L. Nickles | Management | For | For |
| 1i | Elect Director Robert A. Profusek | Management | For | For |
| 1j | Elect Director Randall J. Weisenburger | Management | For | For |
| 1k | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Shareholder | Against | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VERISK ANALYTICS, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRSK
SECURITY ID: 92345Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent K. Brooks | Management | For | For |
| 1b | Elect Director Jeffrey Dailey | Management | For | For |
| 1c | Elect Director Wendy Lane | Management | For | For |
| 1d | Elect Director Lee M. Shavel | Management | For | For |
| 1e | Elect Director Kimberly S. Stevenson | Management | For | For |
| 1f | Elect Director Olumide Soroye | 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 |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZOETIS INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ZTS
SECURITY ID: 98978V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
VOTE SUMMARY REPORT
FIDELITY U.S. MULTIFACTOR ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABBVIE INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ABBV
SECURITY ID: 00287Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACADEMY SPORTS AND OUTDOORS, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: ASO
SECURITY ID: 00402L107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ken C. Hicks | Management | For | For |
| 1b | Elect Director Beryl B. Raff | Management | For | For |
| 1c | Elect Director Jeff C. Tweedy | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ACCENTURE PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: ACN
SECURITY ID: G1151C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ACTIVISION BLIZZARD, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: ATVI
SECURITY ID: 00507V109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| AFLAC INCORPORATED
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: AFL
SECURITY ID: 001055102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Miwako Hosoda | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| AKAMAI TECHNOLOGIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: AKAM
SECURITY ID: 00971T101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharon Bowen | Management | For | For |
| 1.2 | Elect Director Marianne Brown | Management | For | For |
| 1.3 | Elect Director Monte Ford | Management | For | For |
| 1.4 | Elect Director Dan Hesse | Management | For | For |
| 1.5 | Elect Director Tom Killalea | Management | For | For |
| 1.6 | Elect Director Tom Leighton | Management | For | For |
| 1.7 | Elect Director Jonathan Miller | Management | For | For |
| 1.8 | Elect Director Madhu Ranganathan | Management | For | For |
| 1.9 | Elect Director Ben Verwaayen | Management | For | For |
| 1.10 | Elect Director Bill Wagner | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALLISON TRANSMISSION HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ALSN
SECURITY ID: 01973R101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy L. Altmaier | Management | For | For |
| 1b | Elect Director D. Scott Barbour | Management | For | For |
| 1c | Elect Director Philip J. Christman | Management | For | For |
| 1d | Elect Director David C. Everitt | Management | For | For |
| 1e | Elect Director David S. Graziosi | Management | For | For |
| 1f | Elect Director Carolann I. Haznedar | Management | For | For |
| 1g | Elect Director Richard P. Lavin | Management | For | For |
| 1h | Elect Director Sasha Ostojic | Management | For | For |
| 1i | Elect Director Gustave F. Perna | Management | For | For |
| 1j | Elect Director Krishna Shivram | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTRIA GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MO
SECURITY ID: 02209S103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| AMDOCS LIMITED
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: DOX
SECURITY ID: G02602103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director Rafael de la Vega | Management | For | For |
| 1.4 | Elect Director Eli Gelman | Management | For | For |
| 1.5 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.6 | Elect Director John A. MacDonald | Management | For | For |
| 1.7 | Elect Director Shuky Sheffer | Management | For | For |
| 1.8 | Elect Director Yvette Kanouff | Management | For | For |
| 1.9 | Elect Director Sarah Ruth Davis | Management | For | For |
| 1.10 | Elect Director Amos Genish | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AMGEN INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: AMGN
SECURITY ID: 031162100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMN HEALTHCARE SERVICES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: AMN
SECURITY ID: 001744101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Caballero | Management | For | For |
| 1b | Elect Director Mark G. Foletta | Management | For | For |
| 1c | Elect Director Teri G. Fontenot | Management | For | For |
| 1d | Elect Director Cary S. Grace | Management | For | For |
| 1e | Elect Director R. Jeffrey Harris | Management | For | For |
| 1f | Elect Director Daphne E. Jones | Management | For | For |
| 1g | Elect Director Martha H. Marsh | Management | For | For |
| 1h | Elect Director Sylvia Trent-Adams | Management | For | For |
| 1i | Elect Director Douglas D. Wheat | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| ARCH CAPITAL GROUP LTD.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ACGL
SECURITY ID: G0450A105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis Ebong | Management | For | For |
| 1b | Elect Director Eileen Mallesch | Management | For | For |
| 1c | Elect Director Louis J. Paglia | Management | For | For |
| 1d | Elect Director Brian S. Posner | Management | For | For |
| 1e | Elect Director John D. Vollaro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6a | Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6b | Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6c | Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6d | Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6e | Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6f | Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6g | Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6h | Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6i | Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6j | Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6k | Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6l | Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| AT&T INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: T
SECURITY ID: 00206R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| ATKORE, INC.
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: ATKR
SECURITY ID: 047649108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeri L. Isbell | Management | For | For |
| 1b | Elect Director Wilbert W. James, Jr. | Management | For | For |
| 1c | Elect Director Betty R. Johnson | Management | For | For |
| 1d | Elect Director Justin A. Kershaw | Management | For | For |
| 1e | Elect Director Scott H. Muse | Management | For | For |
| 1f | Elect Director Michael V. Schrock | Management | For | For |
| 1g | Elect Director William R. VanArsdale *Withdrawn* | Management | None | None |
| 1h | Elect Director William E. Waltz, Jr. | Management | For | For |
| 1i | Elect Director A. Mark Zeffiro | 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 |
| AUTOMATIC DATA PROCESSING, INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ADP
SECURITY ID: 053015103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director David V. Goeckeler | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| AUTOZONE, INC.
MEETING DATE: DEC 14, 2022 |
||||
|
TICKER: AZO
SECURITY ID: 053332102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BMY
SECURITY ID: 110122108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BROADCOM INC.
MEETING DATE: APR 03, 2023 |
||||
|
TICKER: AVGO
SECURITY ID: 11135F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CADENCE DESIGN SYSTEMS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CDNS
SECURITY ID: 127387108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CF INDUSTRIES HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CF
SECURITY ID: 125269100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHUBB LIMITED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CB
SECURITY ID: H1467J104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2.1 | Allocate Disposable Profit | Management | For | Did Not Vote |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | Did Not Vote |
| 3 | Approve Discharge of Board of Directors | Management | For | Did Not Vote |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | Did Not Vote |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | Did Not Vote |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | Did Not Vote |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | Did Not Vote |
| 5.2 | Elect Director Michael P. Connors | Management | For | Did Not Vote |
| 5.3 | Elect Director Michael G. Atieh | Management | For | Did Not Vote |
| 5.4 | Elect Director Kathy Bonanno | Management | For | Did Not Vote |
| 5.5 | Elect Director Nancy K. Buese | Management | For | Did Not Vote |
| 5.6 | Elect Director Sheila P. Burke | Management | For | Did Not Vote |
| 5.7 | Elect Director Michael L. Corbat | Management | For | Did Not Vote |
| 5.8 | Elect Director Robert J. Hugin | Management | For | Did Not Vote |
| 5.9 | Elect Director Robert W. Scully | Management | For | Did Not Vote |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | Did Not Vote |
| 5.11 | Elect Director David H. Sidwell | Management | For | Did Not Vote |
| 5.12 | Elect Director Olivier Steimer | Management | For | Did Not Vote |
| 5.13 | Elect Director Frances F. Townsend | Management | For | Did Not Vote |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Did Not Vote |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | Did Not Vote |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | Did Not Vote |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | Did Not Vote |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | Did Not Vote |
| 10.1 | Cancel Repurchased Shares | Management | For | Did Not Vote |
| 10.2 | Reduction of Par Value | Management | For | Did Not Vote |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | Did Not Vote |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | Did Not Vote |
| 11.3 | Approve Remuneration Report | Management | For | Did Not Vote |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Did Not Vote |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Did Not Vote |
| CISCO SYSTEMS, INC.
MEETING DATE: DEC 08, 2022 |
||||
|
TICKER: CSCO
SECURITY ID: 17275R102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| CLEARWAY ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CWEN
SECURITY ID: 18539C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan Bram | Management | For | Withhold |
| 1.2 | Elect Director Nathaniel Anschuetz | Management | For | Withhold |
| 1.3 | Elect Director Emmanuel Barrois | Management | For | Withhold |
| 1.4 | Elect Director Brian R. Ford | Management | For | Withhold |
| 1.5 | Elect Director Guillaume Hediard | Management | For | Withhold |
| 1.6 | Elect Director Jennifer Lowry | Management | For | Withhold |
| 1.7 | Elect Director Bruce MacLennan | Management | For | Withhold |
| 1.8 | Elect Director Daniel B. More | Management | For | Withhold |
| 1.9 | Elect Director E. Stanley O'Neal | Management | For | For |
| 1.10 | Elect Director Christopher S. Sotos | Management | For | Withhold |
| 1.11 | Elect Director Vincent Stoquart | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COLGATE-PALMOLIVE COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: CL
SECURITY ID: 194162103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Steve Cahillane | Management | For | For |
| 1d | Elect Director Lisa M. Edwards | Management | For | For |
| 1e | Elect Director C. Martin Harris | Management | For | For |
| 1f | Elect Director Martina Hund-Mejean | Management | For | For |
| 1g | Elect Director Kimberly A. Nelson | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Michael B. Polk | Management | For | For |
| 1j | Elect Director Stephen I. Sadove | Management | For | For |
| 1k | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CMCSA
SECURITY ID: 20030N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONCENTRIX CORPORATION
MEETING DATE: MAR 23, 2023 |
||||
|
TICKER: CNXC
SECURITY ID: 20602D101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chris Caldwell | Management | For | For |
| 1b | Elect Director Teh-Chien Chou | Management | For | For |
| 1c | Elect Director LaVerne H. Council | Management | For | For |
| 1d | Elect Director Jennifer Deason | Management | For | For |
| 1e | Elect Director Kathryn Hayley | Management | For | For |
| 1f | Elect Director Kathryn Marinello | Management | For | For |
| 1g | Elect Director Dennis Polk | Management | For | For |
| 1h | Elect Director Ann Vezina | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSOLIDATED EDISON, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: ED
SECURITY ID: 209115104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Cawley | Management | For | For |
| 1.2 | Elect Director Ellen V. Futter | Management | For | For |
| 1.3 | Elect Director John F. Killian | Management | For | For |
| 1.4 | Elect Director Karol V. Mason | Management | For | For |
| 1.5 | Elect Director Dwight A. McBride | Management | For | For |
| 1.6 | Elect Director William J. Mulrow | Management | For | For |
| 1.7 | Elect Director Armando J. Olivera | Management | For | For |
| 1.8 | Elect Director Michael W. Ranger | Management | For | For |
| 1.9 | Elect Director Linda S. Sanford | Management | For | For |
| 1.10 | Elect Director Deirdre Stanley | Management | For | For |
| 1.11 | Elect Director L. Frederick Sutherland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| COTERRA ENERGY INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CTRA
SECURITY ID: 127097103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | For |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| DOLLAR GENERAL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: DG
SECURITY ID: 256677105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| EAGLE MATERIALS INC.
MEETING DATE: AUG 05, 2022 |
||||
|
TICKER: EXP
SECURITY ID: 26969P108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George J. Damiris | Management | For | For |
| 1b | Elect Director Martin M. Ellen | Management | For | For |
| 1c | Elect Director David B. Powers | 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 |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | Against |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| ESSENT GROUP LTD.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: ESNT
SECURITY ID: G3198U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Casale | Management | For | For |
| 1.2 | Elect Director Douglas J. Pauls | Management | For | For |
| 1.3 | Elect Director William Spiegel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| EVEREST RE GROUP, LTD.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RE
SECURITY ID: G3223R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Amore | Management | For | For |
| 1.2 | Elect Director Juan C. Andrade | Management | For | For |
| 1.3 | Elect Director William F. Galtney, Jr. | Management | For | For |
| 1.4 | Elect Director John A. Graf | Management | For | For |
| 1.5 | Elect Director Meryl Hartzband | Management | For | For |
| 1.6 | Elect Director Gerri Losquadro | Management | For | For |
| 1.7 | Elect Director Hazel McNeilage | Management | For | For |
| 1.8 | Elect Director Roger M. Singer | Management | For | For |
| 1.9 | Elect Director Joseph V. Taranto | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Everest Group, Ltd. | Management | For | For |
| EXLSERVICE HOLDINGS, INC.
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: EXLS
SECURITY ID: 302081104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vikram Pandit | Management | For | For |
| 1b | Elect Director Rohit Kapoor | Management | For | For |
| 1c | Elect Director Andreas Fibig | Management | For | For |
| 1d | Elect Director Som Mittal | Management | For | For |
| 1e | Elect Director Kristy Pipes | Management | For | For |
| 1f | Elect Director Nitin Sahney | Management | For | For |
| 1g | Elect Director Jaynie Studenmund | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Forward Stock Split | Management | For | For |
| 6 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: EXPD
SECURITY ID: 302130109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn M. Alger | Management | For | For |
| 1.2 | Elect Director Robert P. Carlile | Management | For | For |
| 1.3 | Elect Director James M. DuBois | Management | For | For |
| 1.4 | Elect Director Mark A. Emmert | Management | For | For |
| 1.5 | Elect Director Diane H. Gulyas | Management | For | For |
| 1.6 | Elect Director Jeffrey S. Musser | Management | For | For |
| 1.7 | Elect Director Brandon S. Pedersen | Management | For | For |
| 1.8 | Elect Director Liane J. Pelletier | Management | For | For |
| 1.9 | Elect Director Olivia D. Polius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | Against |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Abstain |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FISERV, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FISV
SECURITY ID: 337738108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| GENPACT LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: G
SECURITY ID: G3922B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director N.V. "Tiger" Tyagarajan | Management | For | For |
| 1.2 | Elect Director James Madden | Management | For | For |
| 1.3 | Elect Director Ajay Agrawal | Management | For | For |
| 1.4 | Elect Director Stacey Cartwright | Management | For | For |
| 1.5 | Elect Director Laura Conigliaro | Management | For | For |
| 1.6 | Elect Director Tamara Franklin | Management | For | For |
| 1.7 | Elect Director Carol Lindstrom | Management | For | For |
| 1.8 | Elect Director CeCelia Morken | Management | For | For |
| 1.9 | Elect Director Brian Stevens | Management | For | For |
| 1.10 | Elect Director Mark Verdi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG Assurance and Consulting Services LLP as Auditors | Management | For | For |
| GILEAD SCIENCES, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: GILD
SECURITY ID: 375558103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Jeffrey A. Bluestone | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 1d | Elect Director Kelly A. Kramer | Management | For | For |
| 1e | Elect Director Kevin E. Lofton | Management | For | For |
| 1f | Elect Director Harish Manwani | Management | For | For |
| 1g | Elect Director Daniel P. O'Day | Management | For | For |
| 1h | Elect Director Javier J. Rodriguez | Management | For | For |
| 1i | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require More Director Nominations Than Open Seats | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| H&R BLOCK, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: HRB
SECURITY ID: 093671105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sean H. Cohan | Management | For | For |
| 1b | Elect Director Robert A. Gerard | Management | For | For |
| 1c | Elect Director Anuradha (Anu) Gupta | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Mia F. Mends | Management | For | For |
| 1g | Elect Director Yolande G. Piazza | Management | For | For |
| 1h | Elect Director Victoria J. Reich | Management | For | For |
| 1i | Elect Director Matthew E. Winter | 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 |
| HOULIHAN LOKEY, INC.
MEETING DATE: SEP 21, 2022 |
||||
|
TICKER: HLI
SECURITY ID: 441593100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott L. Beiser | Management | For | Withhold |
| 1.2 | Elect Director Todd J. Carter | Management | For | Withhold |
| 1.3 | Elect Director Jacqueline B. Kosecoff | Management | For | Withhold |
| 1.4 | Elect Director Paul A. Zuber | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| HP INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: HPQ
SECURITY ID: 40434L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| INTERNATIONAL BUSINESS MACHINES CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: IBM
SECURITY ID: 459200101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | Against |
| JACK HENRY & ASSOCIATES, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: JKHY
SECURITY ID: 426281101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David B. Foss | Management | For | For |
| 1.2 | Elect Director Matthew C. Flanigan | Management | For | For |
| 1.3 | Elect Director Thomas H. Wilson, Jr. | Management | For | For |
| 1.4 | Elect Director Jacque R. Fiegel | Management | For | For |
| 1.5 | Elect Director Thomas A. Wimsett | Management | For | For |
| 1.6 | Elect Director Laura G. Kelly | Management | For | For |
| 1.7 | Elect Director Shruti S. Miyashiro | Management | For | For |
| 1.8 | Elect Director Wesley A. Brown | Management | For | For |
| 1.9 | Elect Director Curtis A. Campbell | 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 & JOHNSON
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JNJ
SECURITY ID: 478160104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Abstain |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| KIMBERLY-CLARK CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KMB
SECURITY ID: 494368103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Michael D. Hsu | Management | For | For |
| 1.4 | Elect Director Mae C. Jemison | Management | For | For |
| 1.5 | Elect Director S. Todd Maclin | Management | For | For |
| 1.6 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.7 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.8 | Elect Director Christa S. Quarles | Management | For | For |
| 1.9 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.10 | Elect Director Dunia A. Shive | Management | For | For |
| 1.11 | Elect Director Mark T. Smucker | Management | For | For |
| 1.12 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LENNAR CORPORATION
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: LEN
SECURITY ID: 526057104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Tig Gilliam | Management | For | For |
| 1d | Elect Director Sherrill W. Hudson | Management | For | For |
| 1e | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1f | Elect Director Sidney Lapidus | Management | For | For |
| 1g | Elect Director Teri P. McClure | Management | For | For |
| 1h | Elect Director Stuart Miller | Management | For | Against |
| 1i | Elect Director Armando Olivera | Management | For | For |
| 1j | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| LOUISIANA-PACIFIC CORPORATION
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: LPX
SECURITY ID: 546347105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose A. Bayardo | Management | For | For |
| 1b | Elect Director Stephen E. Macadam | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MCDONALD'S CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MCD
SECURITY ID: 580135101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MRK
SECURITY ID: 58933Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MGIC INVESTMENT CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MTG
SECURITY ID: 552848103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Analisa M. Allen | Management | For | For |
| 1.2 | Elect Director Daniel A. Arrigoni | Management | For | For |
| 1.3 | Elect Director C. Edward Chaplin | Management | For | For |
| 1.4 | Elect Director Curt S. Culver | Management | For | For |
| 1.5 | Elect Director Jay C. Hartzell | Management | For | For |
| 1.6 | Elect Director Timothy A. Holt | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Michael E. Lehman | Management | For | For |
| 1.9 | Elect Director Teresita M. Lowman | Management | For | For |
| 1.10 | Elect Director Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Director Sheryl L. Sculley | Management | For | For |
| 1.12 | Elect Director Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICRON TECHNOLOGY, INC.
MEETING DATE: JAN 12, 2023 |
||||
|
TICKER: MU
SECURITY ID: 595112103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MOLINA HEALTHCARE, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MOH
SECURITY ID: 60855R100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barbara L. Brasier | Management | For | For |
| 1b | Elect Director Daniel Cooperman | Management | For | For |
| 1c | Elect Director Stephen H. Lockhart | Management | For | For |
| 1d | Elect Director Steven J. Orlando | Management | For | For |
| 1e | Elect Director Ronna E. Romney | Management | For | For |
| 1f | Elect Director Richard M. Schapiro | Management | For | For |
| 1g | Elect Director Dale B. Wolf | Management | For | For |
| 1h | Elect Director Richard C. Zoretic | Management | For | For |
| 1i | Elect Director Joseph M. Zubretsky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MUELLER INDUSTRIES, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MLI
SECURITY ID: 624756102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory L. Christopher | Management | For | For |
| 1.2 | Elect Director Elizabeth Donovan | Management | For | For |
| 1.3 | Elect Director William C. Drummond | Management | For | For |
| 1.4 | Elect Director Gary S. Gladstein | Management | For | For |
| 1.5 | Elect Director Scott J. Goldman | Management | For | For |
| 1.6 | Elect Director John B. Hansen | Management | For | For |
| 1.7 | Elect Director Terry Hermanson | Management | For | For |
| 1.8 | Elect Director Charles P. Herzog, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MURPHY USA INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MUSA
SECURITY ID: 626755102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claiborne P. Deming | Management | For | For |
| 1b | Elect Director Jeanne L. Phillips | Management | For | For |
| 1c | Elect Director Jack T. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| NATIONAL FUEL GAS COMPANY
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: NFG
SECURITY ID: 636180101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Carroll | Management | For | For |
| 1.2 | Elect Director Steven C. Finch | Management | For | For |
| 1.3 | Elect Director Joseph N. Jaggers | Management | For | For |
| 1.4 | Elect Director Jeffrey W. Shaw | Management | For | For |
| 1.5 | Elect Director Thomas E. Skains | Management | For | For |
| 1.6 | Elect Director David F. Smith | Management | For | For |
| 1.7 | Elect Director Ronald J. Tanski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NEXSTAR MEDIA GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NXST
SECURITY ID: 65336K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | For |
| NORTHROP GRUMMAN CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NOC
SECURITY ID: 666807102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NUCOR CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NUE
SECURITY ID: 670346105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norma B. Clayton | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Michael W. Lamach | Management | For | For |
| 1.6 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.7 | Elect Director Leon J. Topalian | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| O'REILLY AUTOMOTIVE, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ORLY
SECURITY ID: 67103H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| PAYCHEX, INC.
MEETING DATE: OCT 13, 2022 |
||||
|
TICKER: PAYX
SECURITY ID: 704326107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PFIZER INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PFE
SECURITY ID: 717081103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | 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 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PM
SECURITY ID: 718172109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| POPULAR, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: BPOP
SECURITY ID: 733174700
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ignacio Alvarez | Management | For | For |
| 1b | Elect Director Joaquin E. Bacardi, III | Management | For | For |
| 1c | Elect Director Alejandro M. Ballester | Management | For | For |
| 1d | Elect Director Robert Carrady | Management | For | For |
| 1e | Elect Director Richard L. Carrion | Management | For | For |
| 1f | Elect Director Betty DeVita | Management | For | For |
| 1g | Elect Director John W. Diercksen | Management | For | For |
| 1h | Elect Director Maria Luisa Ferre Rangel | Management | For | For |
| 1i | Elect Director C. Kim Goodwin | Management | For | For |
| 1j | Elect Director Jose R. Rodriguez | Management | For | For |
| 1k | Elect Director Alejandro M. Sanchez | Management | For | For |
| 1l | Elect Director Myrna M. Soto | Management | For | For |
| 1m | Elect Director Carlos A. Unanue | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PUBLIC STORAGE
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: PSA
SECURITY ID: 74460D109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| QUALYS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: QLYS
SECURITY ID: 74758T303
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Wendy M. Pfeiffer | Management | For | For |
| 1.2 | Elect Director John Zangardi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REGENERON PHARMACEUTICALS, INC.
MEETING DATE: JUN 09, 2023 |
||||
|
TICKER: REGN
SECURITY ID: 75886F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | Against |
| 1b | Elect Director Christine A. Poon | Management | For | Against |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| RLI CORP.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: RLI
SECURITY ID: 749607107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kaj Ahlmann | Management | For | For |
| 1b | Elect Director Michael E. Angelina | Management | For | For |
| 1c | Elect Director David B. Duclos | Management | For | For |
| 1d | Elect Director Susan S. Fleming | Management | For | For |
| 1e | Elect Director Jordan W. Graham | Management | For | For |
| 1f | Elect Director Craig W. Kliethermes | Management | For | For |
| 1g | Elect Director Paul B. Medini | Management | For | For |
| 1h | Elect Director Jonathan E. Michael | Management | For | For |
| 1i | Elect Director Robert P. Restrepo, Jr. | Management | For | For |
| 1j | Elect Director Debbie S. Roberts | Management | For | For |
| 1k | Elect Director Michael J. Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation to Include Exculpation of Officers | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROYALTY PHARMA PLC
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: RPRX
SECURITY ID: G7709Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pablo Legorreta | Management | For | For |
| 1b | Elect Director Henry Fernandez | Management | For | Against |
| 1c | Elect Director Bonnie Bassler | Management | For | For |
| 1d | Elect Director Errol De Souza | Management | For | For |
| 1e | Elect Director Catherine Engelbert | Management | For | Against |
| 1f | Elect Director M. Germano Giuliani | Management | For | For |
| 1g | Elect Director David Hodgson | Management | For | For |
| 1h | Elect Director Ted Love | Management | For | For |
| 1i | Elect Director Gregory Norden | Management | For | Against |
| 1j | Elect Director Rory Riggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: SAIC
SECURITY ID: 808625107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Garth N. Graham | Management | For | For |
| 1b | Elect Director Carolyn B. Handlon | Management | For | For |
| 1c | Elect Director Yvette M. Kanouff | Management | For | For |
| 1d | Elect Director Nazzic S. Keene | Management | For | For |
| 1e | Elect Director Timothy J. Mayopoulos | Management | For | For |
| 1f | Elect Director Katharina G. McFarland | Management | For | For |
| 1g | Elect Director Milford W. McGuirt | Management | For | For |
| 1h | Elect Director Donna S. Morea | Management | For | For |
| 1i | Elect Director James C. Reagan | Management | For | For |
| 1j | Elect Director Steven R. Shane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| SEAGATE TECHNOLOGY HOLDINGS PLC
MEETING DATE: OCT 24, 2022 |
||||
|
TICKER: STX
SECURITY ID: G7997R103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shankar Arumugavelu | Management | For | For |
| 1b | Elect Director Prat S. Bhatt | Management | For | For |
| 1c | Elect Director Judy Bruner | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Richard L. Clemmer | Management | For | For |
| 1f | Elect Director Yolanda L. Conyers | Management | For | For |
| 1g | Elect Director Jay L. Geldmacher | Management | For | For |
| 1h | Elect Director Dylan Haggart | Management | For | For |
| 1i | Elect Director William D. Mosley | Management | For | For |
| 1j | Elect Director Stephanie Tilenius | Management | For | For |
| 1k | Elect Director Edward J. Zander | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| SERVICE CORPORATION INTERNATIONAL
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: SCI
SECURITY ID: 817565104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan R. Buckwalter | Management | For | For |
| 1b | Elect Director Anthony L. Coelho | Management | For | For |
| 1c | Elect Director Jakki L. Haussler | Management | For | For |
| 1d | Elect Director Victor L. Lund | Management | For | For |
| 1e | Elect Director Ellen Ochoa | Management | For | For |
| 1f | Elect Director Thomas L. Ryan | Management | For | For |
| 1g | Elect Director C. Park Shaper | Management | For | For |
| 1h | Elect Director Sara Martinez Tucker | Management | For | For |
| 1i | Elect Director W. Blair Waltrip | Management | For | For |
| 1j | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SNAP-ON INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: SNA
SECURITY ID: 833034101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Adams | Management | For | For |
| 1.2 | Elect Director Karen L. Daniel | Management | For | For |
| 1.3 | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1.4 | Elect Director James P. Holden | Management | For | For |
| 1.5 | Elect Director Nathan J. Jones | Management | For | For |
| 1.6 | Elect Director Henry W. Knueppel | Management | For | For |
| 1.7 | Elect Director W. Dudley Lehman | Management | For | For |
| 1.8 | Elect Director Nicholas T. Pinchuk | Management | For | For |
| 1.9 | Elect Director Gregg M. Sherrill | Management | For | For |
| 1.10 | Elect Director Donald J. Stebbins | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TEXAS INSTRUMENTS INCORPORATED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TXN
SECURITY ID: 882508104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Against | Against |
| THE HERSHEY COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: HSY
SECURITY ID: 427866108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director Michele G. Buck | Management | For | For |
| 1.3 | Elect Director Victor L. Crawford | Management | For | For |
| 1.4 | Elect Director Robert M. Dutkowsky | Management | For | Withhold |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | Withhold |
| 1.7 | Elect Director M. Diane Koken | Management | For | For |
| 1.8 | Elect Director Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | Withhold |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | Withhold |
| 1.11 | Elect Director Juan R. Perez | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Human Rights Impacts of Living Wage & Income Position Statement | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE PROGRESSIVE CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: PGR
SECURITY ID: 743315103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE TRAVELERS COMPANIES, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: TRV
SECURITY ID: 89417E109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan L. Beller | Management | For | For |
| 1b | Elect Director Janet M. Dolan | Management | For | For |
| 1c | Elect Director Russell G. Golden | Management | For | For |
| 1d | Elect Director Patricia L. Higgins | Management | For | For |
| 1e | Elect Director William J. Kane | Management | For | For |
| 1f | Elect Director Thomas B. Leonardi | Management | For | For |
| 1g | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Philip T. (Pete) Ruegger, III | Management | For | For |
| 1j | Elect Director Rafael Santana | Management | For | For |
| 1k | Elect Director Todd C. Schermerhorn | Management | For | For |
| 1l | Elect Director Alan D. Schnitzer | Management | For | For |
| 1m | Elect Director Laurie J. Thomsen | Management | For | For |
| 1n | Elect Director Bridget van Kralingen | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting | Shareholder | Against | Against |
| 7 | Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development | Shareholder | Against | Against |
| 8 | Oversee and Report on a Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 9 | Ensure Policies Do Not Support Police Violations of Civil Rights | Shareholder | Against | Against |
| 10 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities - Withdrawn | Shareholder | None | None |
| THE WESTERN UNION COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WU
SECURITY ID: 959802109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin I. Cole | Management | For | For |
| 1b | Elect Director Betsy D. Holden | Management | For | For |
| 1c | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1d | Elect Director Devin B. McGranahan | Management | For | For |
| 1e | Elect Director Michael A. Miles, Jr. | Management | For | For |
| 1f | Elect Director Timothy P. Murphy | Management | For | For |
| 1g | Elect Director Jan Siegmund | Management | For | For |
| 1h | Elect Director Angela A. Sun | Management | For | For |
| 1i | Elect Director Solomon D. Trujillo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| TOLL BROTHERS, INC.
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: TOL
SECURITY ID: 889478103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas C. Yearley, Jr. | Management | For | For |
| 1.2 | Elect Director Stephen F. East | Management | For | For |
| 1.3 | Elect Director Christine N. Garvey | Management | For | For |
| 1.4 | Elect Director Karen H. Grimes | Management | For | For |
| 1.5 | Elect Director Derek T. Kan | Management | For | For |
| 1.6 | Elect Director Carl B. Marbach | Management | For | For |
| 1.7 | Elect Director John A. McLean | Management | For | For |
| 1.8 | Elect Director Wendell E. Pritchett | Management | For | For |
| 1.9 | Elect Director Paul E. Shapiro | Management | For | For |
| 1.10 | Elect Director Scott D. Stowell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UNITED THERAPEUTICS CORPORATION
MEETING DATE: JUN 26, 2023 |
||||
|
TICKER: UTHR
SECURITY ID: 91307C102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher Causey | Management | For | For |
| 1b | Elect Director Raymond Dwek | Management | For | For |
| 1c | Elect Director Richard Giltner | Management | For | For |
| 1d | Elect Director Katherine Klein | Management | For | For |
| 1e | Elect Director Ray Kurzweil | Management | For | For |
| 1f | Elect Director Linda Maxwell | Management | For | For |
| 1g | Elect Director Nilda Mesa | Management | For | For |
| 1h | Elect Director Judy Olian | Management | For | For |
| 1i | Elect Director Christopher Patusky | Management | For | For |
| 1j | Elect Director Martine Rothblatt | Management | For | For |
| 1k | Elect Director Louis Sullivan | Management | For | For |
| 1l | Elect Director Tommy Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNUM GROUP
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: UNM
SECURITY ID: 91529Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1b | Elect Director Susan L. Cross | Management | For | For |
| 1c | Elect Director Susan D. DeVore | Management | For | For |
| 1d | Elect Director Joseph J. Echevarria | Management | For | For |
| 1e | Elect Director Cynthia L. Egan | Management | For | For |
| 1f | Elect Director Kevin T. Kabat | Management | For | For |
| 1g | Elect Director Timothy F. Keaney | Management | For | For |
| 1h | Elect Director Gale V. King | Management | For | For |
| 1i | Elect Director Gloria C. Larson | Management | For | For |
| 1j | Elect Director Richard P. McKenney | Management | For | For |
| 1k | Elect Director Ronald P. O'Hanley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VALERO ENERGY CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: VLO
SECURITY ID: 91913Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred M. Diaz | Management | For | For |
| 1b | Elect Director H. Paulett Eberhart | Management | For | For |
| 1c | Elect Director Marie A. Ffolkes | Management | For | For |
| 1d | Elect Director Joseph W. Gorder | Management | For | For |
| 1e | Elect Director Kimberly S. Greene | Management | For | For |
| 1f | Elect Director Deborah P. Majoras | Management | For | For |
| 1g | Elect Director Eric D. Mullins | Management | For | For |
| 1h | Elect Director Donald L. Nickles | Management | For | For |
| 1i | Elect Director Robert A. Profusek | Management | For | For |
| 1j | Elect Director Randall J. Weisenburger | Management | For | For |
| 1k | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Shareholder | Against | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VERISIGN, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: VRSN
SECURITY ID: 92343E102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. James Bidzos | Management | For | For |
| 1.2 | Elect Director Courtney D. Armstrong | Management | For | For |
| 1.3 | Elect Director Yehuda Ari Buchalter | Management | For | For |
| 1.4 | Elect Director Kathleen A. Cote | Management | For | For |
| 1.5 | Elect Director Thomas F. Frist, III | Management | For | For |
| 1.6 | Elect Director Jamie S. Gorelick | Management | For | For |
| 1.7 | Elect Director Roger H. Moore | Management | For | For |
| 1.8 | Elect Director Timothy Tomlinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VICI PROPERTIES INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: VICI
SECURITY ID: 925652109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VMWARE, INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: VMW
SECURITY ID: 928563402
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole Anasenes | Management | For | For |
| 1b | Elect Director Marianne Brown | Management | For | For |
| 1c | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VMWARE, INC.
MEETING DATE: NOV 04, 2022 |
||||
|
TICKER: VMW
SECURITY ID: 928563402
|
||||
| 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 | Against |
| 4 | Amend Certificate of Incorporation to Eliminate Personal Liability of Directors | Management | For | For |
| W. P. CAREY INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: WPC
SECURITY ID: 92936U109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Alexander | Management | For | For |
| 1b | Elect Director Constantin H. Beier | Management | For | For |
| 1c | Elect Director Tonit M. Calaway | Management | For | For |
| 1d | Elect Director Peter J. Farrell | Management | For | For |
| 1e | Elect Director Robert J. Flanagan | Management | For | For |
| 1f | Elect Director Jason E. Fox | Management | For | For |
| 1g | Elect Director Jean Hoysradt | Management | For | For |
| 1h | Elect Director Margaret G. Lewis | Management | For | For |
| 1i | Elect Director Christopher J. Niehaus | Management | For | For |
| 1j | Elect Director Elisabeth T. Stheeman | Management | For | For |
| 1k | Elect Director Nick J.M. van Ommen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| W. R. BERKLEY CORPORATION
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: WRB
SECURITY ID: 084423102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Robert Berkley, Jr. | Management | For | Against |
| 1b | Elect Director Maria Luisa Ferre | Management | For | Against |
| 1c | Elect Director Daniel L. Mosley | Management | For | For |
| 1d | Elect Director Mark L. Shapiro | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| WASTE MANAGEMENT, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: WM
SECURITY ID: 94106L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce E. Chinn | Management | For | For |
| 1b | Elect Director James C. Fish, Jr. | Management | For | For |
| 1c | Elect Director Andres R. Gluski | Management | For | For |
| 1d | Elect Director Victoria M. Holt | Management | For | For |
| 1e | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1f | Elect Director Sean E. Menke | Management | For | For |
| 1g | Elect Director William B. Plummer | Management | For | For |
| 1h | Elect Director John C. Pope | Management | For | For |
| 1i | Elect Director Maryrose T. Sylvester | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| YUM! BRANDS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: YUM
SECURITY ID: 988498101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZIFF DAVIS, INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ZD
SECURITY ID: 48123V102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Shah | Management | For | For |
| 1b | Elect Director Sarah Fay | Management | For | For |
| 1c | Elect Director Trace Harris | Management | For | For |
| 1d | Elect Director W. Brian Kretzmer | Management | For | For |
| 1e | Elect Director Jonathan F. Miller | Management | For | For |
| 1f | Elect Director Scott C. Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
VOTE SUMMARY REPORT
FIDELITY VALUE FACTOR ETF - SUB-ADVISER: GEODE
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 3M COMPANY
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: MMM
SECURITY ID: 88579Y101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1b | Elect Director Anne H. Chow | Management | For | For |
| 1c | Elect Director David B. Dillon | Management | For | For |
| 1d | Elect Director Michael L. Eskew | Management | For | For |
| 1e | Elect Director James R. Fitterling | Management | For | For |
| 1f | Elect Director Amy E. Hood | Management | For | For |
| 1g | Elect Director Suzan Kereere | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Pedro J. Pizarro | Management | For | For |
| 1j | Elect Director Michael F. Roman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ABBVIE INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: ABBV
SECURITY ID: 00287Y109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACCENTURE PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: ACN
SECURITY ID: G1151C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ALLY FINANCIAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: ALLY
SECURITY ID: 02005N100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Franklin W. Hobbs | Management | For | For |
| 1b | Elect Director Kenneth J. Bacon | Management | For | For |
| 1c | Elect Director William H. Cary | Management | For | For |
| 1d | Elect Director Mayree C. Clark | Management | For | For |
| 1e | Elect Director Kim S. Fennebresque | Management | For | For |
| 1f | Elect Director Melissa Goldman | Management | For | For |
| 1g | Elect Director Marjorie Magner | Management | For | For |
| 1h | Elect Director David Reilly | Management | For | For |
| 1i | Elect Director Brian H. Sharples | Management | For | For |
| 1j | Elect Director Michael F. Steib | Management | For | For |
| 1k | Elect Director Jeffrey J. Brown | 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 |
| ALPHABET INC.
MEETING DATE: JUN 02, 2023 |
||||
|
TICKER: GOOGL
SECURITY ID: 02079K305
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTRIA GROUP, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MO
SECURITY ID: 02209S103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| AMAZON.COM, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMZN
SECURITY ID: 023135106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Against |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERICAN ELECTRIC POWER COMPANY, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: AEP
SECURITY ID: 025537101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas K. Akins | Management | For | For |
| 1.2 | Elect Director J. Barnie Beasley, Jr. | Management | For | For |
| 1.3 | Elect Director Ben Fowke | Management | For | For |
| 1.4 | Elect Director Art A. Garcia | Management | For | For |
| 1.5 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.6 | Elect Director Donna A. James | Management | For | For |
| 1.7 | Elect Director Sandra Beach Lin | Management | For | For |
| 1.8 | Elect Director Margaret M. McCarthy | Management | For | For |
| 1.9 | Elect Director Oliver G. 'Rick' Richard, III | Management | For | For |
| 1.10 | Elect Director Daryl Roberts | Management | For | For |
| 1.11 | Elect Director Julia A. Sloat | Management | For | For |
| 1.12 | Elect Director Sara Martinez Tucker | Management | For | For |
| 1.13 | Elect Director Lewis Von Thaer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Reduce Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERICAN INTERNATIONAL GROUP, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: AIG
SECURITY ID: 026874784
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paola Bergamaschi | Management | For | For |
| 1b | Elect Director James Cole, Jr. | Management | For | For |
| 1c | Elect Director W. Don Cornwell | Management | For | For |
| 1d | Elect Director Linda A. Mills | Management | For | For |
| 1e | Elect Director Diana M. Murphy | Management | For | For |
| 1f | Elect Director Peter R. Porrino | Management | For | For |
| 1g | Elect Director John G. Rice | Management | For | For |
| 1h | Elect Director Therese M. Vaughan | Management | For | For |
| 1i | Elect Director Vanessa A. Wittman | Management | For | For |
| 1j | Elect Director Peter Zaffino | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| ARCHER-DANIELS-MIDLAND COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: ADM
SECURITY ID: 039483102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael S. Burke | Management | For | For |
| 1b | Elect Director Theodore Colbert | Management | For | For |
| 1c | Elect Director James C. Collins, Jr. | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Ellen de Brabander | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Juan R. Luciano | Management | For | For |
| 1h | Elect Director Patrick J. Moore | Management | For | For |
| 1i | Elect Director Debra A. Sandler | Management | For | For |
| 1j | Elect Director Lei Z. Schlitz | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| ATKORE, INC.
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: ATKR
SECURITY ID: 047649108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeri L. Isbell | Management | For | For |
| 1b | Elect Director Wilbert W. James, Jr. | Management | For | For |
| 1c | Elect Director Betty R. Johnson | Management | For | For |
| 1d | Elect Director Justin A. Kershaw | Management | For | For |
| 1e | Elect Director Scott H. Muse | Management | For | For |
| 1f | Elect Director Michael V. Schrock | Management | For | For |
| 1g | Elect Director William R. VanArsdale *Withdrawn* | Management | None | None |
| 1h | Elect Director William E. Waltz, Jr. | Management | For | For |
| 1i | Elect Director A. Mark Zeffiro | 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 |
| BANK OF AMERICA CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BAC
SECURITY ID: 060505104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BERKSHIRE HATHAWAY INC.
MEETING DATE: MAY 06, 2023 |
||||
|
TICKER: BRK.B
SECURITY ID: 084670702
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | Withhold |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | Withhold |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.11 | Elect Director Ajit Jain | Management | For | For |
| 1.12 | Elect Director Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Report on Physical and Transitional Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 5 | Report on Audit Committee's Oversight on Climate Risks and Disclosures | Shareholder | Against | For |
| 6 | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Shareholder | Against | For |
| 7 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BOOKING HOLDINGS INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BKNG
SECURITY ID: 09857L108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BOSTON PROPERTIES, INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: BXP
SECURITY ID: 101121101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Ayotte | Management | For | For |
| 1b | Elect Director Bruce W. Duncan | Management | For | For |
| 1c | Elect Director Carol B. Einiger | Management | For | For |
| 1d | Elect Director Diane J. Hoskins | Management | For | For |
| 1e | Elect Director Mary E. Kipp | Management | For | For |
| 1f | Elect Director Joel I. Klein | Management | For | For |
| 1g | Elect Director Douglas T. Linde | Management | For | For |
| 1h | Elect Director Matthew J. Lustig | Management | For | For |
| 1i | Elect Director Owen D. Thomas | Management | For | For |
| 1j | Elect Director William H. Walton, III | Management | For | For |
| 1k | Elect Director Derek Anthony (Tony) West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: BMY
SECURITY ID: 110122108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BUILDERS FIRSTSOURCE, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BLDR
SECURITY ID: 12008R107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul S. Levy | Management | For | For |
| 1.2 | Elect Director Cory J. Boydston | Management | For | For |
| 1.3 | Elect Director James O'Leary | Management | For | For |
| 1.4 | Elect Director Craig A. Steinke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Short, Medium, and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | Against |
| BUNGE LIMITED
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: BG
SECURITY ID: G16962105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eliane Aleixo Lustosa de Andrade | Management | For | For |
| 1b | Elect Director Sheila Bair | Management | For | For |
| 1c | Elect Director Carol Browner | Management | For | For |
| 1d | Elect Director David Fransen *Withdrawn* | Management | None | None |
| 1e | Elect Director Gregory Heckman | Management | For | For |
| 1f | Elect Director Bernardo Hees | Management | For | For |
| 1g | Elect Director Michael Kobori | Management | For | For |
| 1h | Elect Director Monica McGurk | Management | For | For |
| 1i | Elect Director Kenneth Simril | Management | For | For |
| 1j | Elect Director Henry "Jay" Winship | Management | For | For |
| 1k | Elect Director Mark Zenuk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| CAPITAL ONE FINANCIAL CORPORATION
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: COF
SECURITY ID: 14040H105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard D. Fairbank | Management | For | For |
| 1b | Elect Director Ime Archibong | Management | For | For |
| 1c | Elect Director Christine Detrick | Management | For | For |
| 1d | Elect Director Ann Fritz Hackett | Management | For | For |
| 1e | Elect Director Peter Thomas Killalea | Management | For | For |
| 1f | Elect Director Cornelis "Eli" Leenaars | Management | For | For |
| 1g | Elect Director Francois Locoh-Donou | Management | For | For |
| 1h | Elect Director Peter E. Raskind | Management | For | For |
| 1i | Elect Director Eileen Serra | Management | For | For |
| 1j | Elect Director Mayo A. Shattuck, III | Management | For | For |
| 1k | Elect Director Bradford H. Warner | Management | For | For |
| 1l | Elect Director Craig Anthony Williams | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Report on Board Oversight of Risks Related to Discrimination | Shareholder | Against | Against |
| 9 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| CATERPILLAR INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: CAT
SECURITY ID: 149123101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CBRE GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CBRE
SECURITY ID: 12504L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Reginald H. Gilyard | Management | For | For |
| 1d | Elect Director Shira D. Goodman | Management | For | For |
| 1e | Elect Director E.M. Blake Hutcheson | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Susan Meaney | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director Robert E. Sulentic | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| CENTENE CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: CNC
SECURITY ID: 15135B101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jessica L. Blume | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director Christopher J. Coughlin | Management | For | For |
| 1d | Elect Director H. James Dallas | Management | For | For |
| 1e | Elect Director Wayne S. DeVeydt | Management | For | For |
| 1f | Elect Director Frederick H. Eppinger | Management | For | For |
| 1g | Elect Director Monte E. Ford | Management | For | For |
| 1h | Elect Director Sarah M. London | Management | For | For |
| 1i | Elect Director Lori J. Robinson | Management | For | For |
| 1j | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Against | Against |
| CF INDUSTRIES HOLDINGS, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: CF
SECURITY ID: 125269100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHEVRON CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: CVX
SECURITY ID: 166764100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CITIGROUP INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: C
SECURITY ID: 172967424
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ellen M. Costello | Management | For | For |
| 1b | Elect Director Grace E. Dailey | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director John C. Dugan | Management | For | For |
| 1e | Elect Director Jane N. Fraser | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Renee J. James | Management | For | For |
| 1j | Elect Director Gary M. Reiner | Management | For | For |
| 1k | Elect Director Diana L. Taylor | Management | For | For |
| 1l | Elect Director James S. Turley | Management | For | For |
| 1m | Elect Director Casper W. von Koskull | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| CLEARWAY ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: CWEN
SECURITY ID: 18539C204
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan Bram | Management | For | Withhold |
| 1.2 | Elect Director Nathaniel Anschuetz | Management | For | Withhold |
| 1.3 | Elect Director Emmanuel Barrois | Management | For | Withhold |
| 1.4 | Elect Director Brian R. Ford | Management | For | Withhold |
| 1.5 | Elect Director Guillaume Hediard | Management | For | Withhold |
| 1.6 | Elect Director Jennifer Lowry | Management | For | Withhold |
| 1.7 | Elect Director Bruce MacLennan | Management | For | Withhold |
| 1.8 | Elect Director Daniel B. More | Management | For | Withhold |
| 1.9 | Elect Director E. Stanley O'Neal | Management | For | For |
| 1.10 | Elect Director Christopher S. Sotos | Management | For | Withhold |
| 1.11 | Elect Director Vincent Stoquart | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CLEVELAND-CLIFFS INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: CLF
SECURITY ID: 185899101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lourenco Goncalves | Management | For | For |
| 1.2 | Elect Director Douglas C. Taylor | Management | For | For |
| 1.3 | Elect Director John T. Baldwin | Management | For | For |
| 1.4 | Elect Director Robert P. Fisher, Jr. | Management | For | For |
| 1.5 | Elect Director William K. Gerber | Management | For | For |
| 1.6 | Elect Director Susan M. Green | Management | For | For |
| 1.7 | Elect Director Ralph S. Michael, III | Management | For | For |
| 1.8 | Elect Director Janet L. Miller | Management | For | For |
| 1.9 | Elect Director Gabriel Stoliar | Management | For | For |
| 1.10 | Elect Director Arlene M. Yocum | 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 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: CTSH
SECURITY ID: 192446102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Zein Abdalla | Management | For | For |
| 1b | Elect Director Vinita Bali | Management | For | For |
| 1c | Elect Director Eric Branderiz | Management | For | For |
| 1d | Elect Director Archana Deskus | Management | For | For |
| 1e | Elect Director John M. Dineen | Management | For | For |
| 1f | Elect Director Nella Domenici | Management | For | For |
| 1g | Elect Director Ravi Kumar S | Management | For | For |
| 1h | Elect Director Leo S. Mackay, Jr. | Management | For | For |
| 1i | Elect Director Michael Patsalos-Fox | Management | For | For |
| 1j | Elect Director Stephen J. Rohleder | Management | For | For |
| 1k | Elect Director Abraham "Bram" Schot | Management | For | For |
| 1l | Elect Director Joseph M. Velli | Management | For | For |
| 1m | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Amend Bylaws | Shareholder | Against | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| COMCAST CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: CMCSA
SECURITY ID: 20030N101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONOCOPHILLIPS
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: COP
SECURITY ID: 20825C104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSOLIDATED EDISON, INC.
MEETING DATE: MAY 15, 2023 |
||||
|
TICKER: ED
SECURITY ID: 209115104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Cawley | Management | For | For |
| 1.2 | Elect Director Ellen V. Futter | Management | For | For |
| 1.3 | Elect Director John F. Killian | Management | For | For |
| 1.4 | Elect Director Karol V. Mason | Management | For | For |
| 1.5 | Elect Director Dwight A. McBride | Management | For | For |
| 1.6 | Elect Director William J. Mulrow | Management | For | For |
| 1.7 | Elect Director Armando J. Olivera | Management | For | For |
| 1.8 | Elect Director Michael W. Ranger | Management | For | For |
| 1.9 | Elect Director Linda S. Sanford | Management | For | For |
| 1.10 | Elect Director Deirdre Stanley | Management | For | For |
| 1.11 | Elect Director L. Frederick Sutherland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| COTERRA ENERGY INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: CTRA
SECURITY ID: 127097103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | For |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| CVS HEALTH CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CVS
SECURITY ID: 126650100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director Jeffrey R. Balser | Management | For | For |
| 1c | Elect Director C. David Brown, II | Management | For | For |
| 1d | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1e | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Anne M. Finucane | Management | For | For |
| 1h | Elect Director Edward J. Ludwig | Management | For | For |
| 1i | Elect Director Karen S. Lynch | Management | For | For |
| 1j | Elect Director Jean-Pierre Millon | Management | For | For |
| 1k | Elect Director Mary L. Schapiro | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| D.R. HORTON, INC.
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: DHI
SECURITY ID: 23331A109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald R. Horton | Management | For | For |
| 1b | Elect Director Barbara K. Allen | Management | For | For |
| 1c | Elect Director Brad S. Anderson | Management | For | For |
| 1d | Elect Director Michael R. Buchanan | Management | For | For |
| 1e | Elect Director Benjamin S. Carson, Sr. | Management | For | For |
| 1f | Elect Director Maribess L. Miller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| DEERE & COMPANY
MEETING DATE: FEB 22, 2023 |
||||
|
TICKER: DE
SECURITY ID: 244199105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| DISCOVER FINANCIAL SERVICES
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: DFS
SECURITY ID: 254709108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DOW INC.
MEETING DATE: APR 13, 2023 |
||||
|
TICKER: DOW
SECURITY ID: 260557103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Gaurdie E. Banister, Jr. | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Richard K. Davis | Management | For | For |
| 1e | Elect Director Jerri DeVard | Management | For | For |
| 1f | Elect Director Debra L. Dial | Management | For | For |
| 1g | Elect Director Jeff M. Fettig | Management | For | For |
| 1h | Elect Director Jim Fitterling | Management | For | For |
| 1i | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1j | Elect Director Luis Alberto Moreno | Management | For | For |
| 1k | Elect Director Jill S. Wyant | Management | For | For |
| 1l | Elect Director Daniel W. Yohannes | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| ELEVANCE HEALTH, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ELV
SECURITY ID: 036752103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.4 | Elect Director Deanna D. Strable | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Annually Report Third Party Political Contributions | Shareholder | Against | Against |
| ESSENT GROUP LTD.
MEETING DATE: MAY 02, 2023 |
||||
|
TICKER: ESNT
SECURITY ID: G3198U102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Casale | Management | For | For |
| 1.2 | Elect Director Douglas J. Pauls | Management | For | For |
| 1.3 | Elect Director William Spiegel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| EXXON MOBIL CORPORATION
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: XOM
SECURITY ID: 30231G102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Abstain |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FEDEX CORPORATION
MEETING DATE: SEP 19, 2022 |
||||
|
TICKER: FDX
SECURITY ID: 31428X106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marvin R. Ellison | Management | For | For |
| 1b | Elect Director Stephen E. Gorman | Management | For | For |
| 1c | Elect Director Susan Patricia Griffith | Management | For | For |
| 1d | Elect Director Kimberly A. Jabal | Management | For | For |
| 1e | Elect Director Amy B. Lane | Management | For | For |
| 1f | Elect Director R. Brad Martin | Management | For | For |
| 1g | Elect Director Nancy A. Norton | Management | For | For |
| 1h | Elect Director Frederick P. Perpall | Management | For | For |
| 1i | Elect Director Joshua Cooper Ramo | Management | For | For |
| 1j | Elect Director Susan C. Schwab | Management | For | For |
| 1k | Elect Director Frederick W. Smith | Management | For | For |
| 1l | Elect Director David P. Steiner | Management | For | For |
| 1m | Elect Director Rajesh Subramaniam | Management | For | For |
| 1n | Elect Director V. James Vena | Management | For | For |
| 1o | Elect Director Paul S. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Alignment Between Company Values and Electioneering Contributions | Shareholder | Against | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Racism in Corporate Culture | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | Against | For |
| FORD MOTOR COMPANY
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: F
SECURITY ID: 345370860
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly A. Casiano | Management | For | For |
| 1b | Elect Director Alexandra Ford English | Management | For | For |
| 1c | Elect Director James D. Farley, Jr. | Management | For | For |
| 1d | Elect Director Henry Ford, III | Management | For | For |
| 1e | Elect Director William Clay Ford, Jr. | Management | For | Against |
| 1f | Elect Director William W. Helman, IV | Management | For | For |
| 1g | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1h | Elect Director William E. Kennard | Management | For | Against |
| 1i | Elect Director John C. May | Management | For | For |
| 1j | Elect Director Beth E. Mooney | Management | For | For |
| 1k | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1l | Elect Director John L. Thornton | Management | For | For |
| 1m | Elect Director John B. Veihmeyer | Management | For | For |
| 1n | Elect Director John S. Weinberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 7 | Report on Reliance on Child Labor in Supply Chain | Shareholder | Against | Against |
| 8 | Report on Animal Testing Practices | Shareholder | Against | Against |
| FREEPORT-MCMORAN, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: FCX
SECURITY ID: 35671D857
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GENERAL MOTORS COMPANY
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: GM
SECURITY ID: 37045V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Aneel Bhusri | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Joanne C. Crevoiserat | Management | For | For |
| 1e | Elect Director Linda R. Gooden | Management | For | For |
| 1f | Elect Director Joseph Jimenez | Management | For | For |
| 1g | Elect Director Jonathan McNeill | Management | For | For |
| 1h | Elect Director Judith A. Miscik | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Thomas M. Schoewe | Management | For | For |
| 1k | Elect Director Mark A. Tatum | Management | For | For |
| 1l | Elect Director Jan E. Tighe | Management | For | For |
| 1m | Elect Director Devin N. Wenig | Management | 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 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Against |
| HEWLETT PACKARD ENTERPRISE COMPANY
MEETING DATE: APR 05, 2023 |
||||
|
TICKER: HPE
SECURITY ID: 42824C109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel Ammann | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Regina E. Dugan | Management | For | For |
| 1e | Elect Director Jean M. Hobby | Management | For | For |
| 1f | Elect Director Raymond J. Lane | Management | For | For |
| 1g | Elect Director Ann M. Livermore | Management | For | For |
| 1h | Elect Director Antonio F. Neri | Management | For | For |
| 1i | Elect Director Charles H. Noski | Management | For | For |
| 1j | Elect Director Raymond E. Ozzie | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Patricia F. Russo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| HOST HOTELS & RESORTS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HST
SECURITY ID: 44107P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Diana M. Laing | Management | For | For |
| 1.4 | Elect Director Richard E. Marriott | Management | For | For |
| 1.5 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.6 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.7 | Elect Director James F. Risoleo | Management | For | For |
| 1.8 | Elect Director Gordon H. Smith | Management | For | For |
| 1.9 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HP INC.
MEETING DATE: APR 24, 2023 |
||||
|
TICKER: HPQ
SECURITY ID: 40434L105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| HUMANA INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: HUM
SECURITY ID: 444859102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| JOHNSON & JOHNSON
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: JNJ
SECURITY ID: 478160104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Abstain |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JONES LANG LASALLE INCORPORATED
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: JLL
SECURITY ID: 48020Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hugo Bague | Management | For | For |
| 1b | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1c | Elect Director Tina Ju | Management | For | For |
| 1d | Elect Director Bridget Macaskill | Management | For | For |
| 1e | Elect Director Deborah H. McAneny | Management | For | For |
| 1f | Elect Director Siddharth (Bobby) N. Mehta | Management | For | For |
| 1g | Elect Director Moses Ojeisekhoba | Management | For | For |
| 1h | Elect Director Jeetendra (Jeetu) I. Patel | Management | For | For |
| 1i | Elect Director Ann Marie Petach | Management | For | For |
| 1j | Elect Director Larry Quinlan | Management | For | For |
| 1k | Elect Director Efrain Rivera | Management | For | For |
| 1l | Elect Director Christian Ulbrich | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| JPMORGAN CHASE & CO.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JPM
SECURITY ID: 46625H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KILROY REALTY CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: KRC
SECURITY ID: 49427F108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Kilroy | Management | For | For |
| 1b | Elect Director Edward F. Brennan | Management | For | For |
| 1c | Elect Director Jolie Hunt | Management | For | For |
| 1d | Elect Director Scott S. Ingraham | Management | For | For |
| 1e | Elect Director Louisa G. Ritter | Management | For | For |
| 1f | Elect Director Gary R. Stevenson | Management | For | For |
| 1g | Elect Director Peter B. Stoneberg | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KIMBERLY-CLARK CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: KMB
SECURITY ID: 494368103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Michael D. Hsu | Management | For | For |
| 1.4 | Elect Director Mae C. Jemison | Management | For | For |
| 1.5 | Elect Director S. Todd Maclin | Management | For | For |
| 1.6 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.7 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.8 | Elect Director Christa S. Quarles | Management | For | For |
| 1.9 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.10 | Elect Director Dunia A. Shive | Management | For | For |
| 1.11 | Elect Director Mark T. Smucker | Management | For | For |
| 1.12 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LENNAR CORPORATION
MEETING DATE: APR 12, 2023 |
||||
|
TICKER: LEN
SECURITY ID: 526057104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Tig Gilliam | Management | For | For |
| 1d | Elect Director Sherrill W. Hudson | Management | For | For |
| 1e | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1f | Elect Director Sidney Lapidus | Management | For | For |
| 1g | Elect Director Teri P. McClure | Management | For | For |
| 1h | Elect Director Stuart Miller | Management | For | Against |
| 1i | Elect Director Armando Olivera | Management | For | For |
| 1j | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| LIBERTY GLOBAL PLC
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: LBTYA
SECURITY ID: G5480U104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Miranda Curtis | Management | For | Against |
| 2 | Elect Director J David Wargo | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Approve Remuneration Policy | Management | For | Against |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Ratify KPMG LLP (U.S.) as Auditors | Management | For | For |
| 7 | Ratify KPMG LLP (U.K.) as Auditors | Management | For | For |
| 8 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 9 | Authorise Issue of Equity | Management | For | Against |
| 10 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 12 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 13 | Approve Omnibus Stock Plan | Management | For | Against |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC
MEETING DATE: JAN 18, 2023 |
||||
|
TICKER: LIN
SECURITY ID: G5494J111
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOCKHEED MARTIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: LMT
SECURITY ID: 539830109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| LYONDELLBASELL INDUSTRIES N.V.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: LYB
SECURITY ID: N53745100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacques Aigrain | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | For |
| 1c | Elect Director Robin Buchanan | Management | For | For |
| 1d | Elect Director Anthony (Tony) Chase | Management | For | For |
| 1e | Elect Director Robert (Bob) Dudley | Management | For | For |
| 1f | Elect Director Claire Farley | Management | For | For |
| 1g | Elect Director Rita Griffin | Management | For | For |
| 1h | Elect Director Michael Hanley | Management | For | For |
| 1i | Elect Director Virginia Kamsky | Management | For | For |
| 1j | Elect Director Albert Manifold | Management | For | For |
| 1k | Elect Director Peter Vanacker | Management | For | For |
| 2 | Approve Discharge of Directors | Management | For | For |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Shares | Management | For | For |
| MACY'S, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: M
SECURITY ID: 55616P104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emilie Arel | Management | For | For |
| 1b | Elect Director Francis S. Blake | Management | For | For |
| 1c | Elect Director Torrence N. Boone | Management | For | For |
| 1d | Elect Director Ashley Buchanan | Management | For | For |
| 1e | Elect Director Marie Chandoha | Management | For | For |
| 1f | Elect Director Naveen K. Chopra | Management | For | For |
| 1g | Elect Director Deirdre P. Connelly | Management | For | For |
| 1h | Elect Director Jeff Gennette | Management | For | For |
| 1i | Elect Director Jill Granoff | Management | For | For |
| 1j | Elect Director William H. Lenehan | Management | For | For |
| 1k | Elect Director Sara Levinson | Management | For | For |
| 1l | Elect Director Antony Spring | Management | For | For |
| 1m | Elect Director Paul C. Varga | Management | For | For |
| 1n | Elect Director Tracey Zhen | 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 |
| MANPOWERGROUP INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: MAN
SECURITY ID: 56418H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jean-Philippe Courtois | Management | For | For |
| 1B | Elect Director William Downe | Management | For | For |
| 1C | Elect Director John F. Ferraro | Management | For | For |
| 1D | Elect Director William P. Gipson | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Muriel Penicaud | Management | For | For |
| 1I | Elect Director Jonas Prising | Management | For | For |
| 1J | Elect Director Paul Read | Management | For | For |
| 1K | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1L | Elect Director Michael J. Van Handel | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARATHON OIL CORPORATION
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: MRO
SECURITY ID: 565849106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chadwick C. Deaton | Management | For | For |
| 1b | Elect Director Marcela E. Donadio | Management | For | For |
| 1c | Elect Director M. Elise Hyland | Management | For | For |
| 1d | Elect Director Holli C. Ladhani | Management | For | For |
| 1e | Elect Director Mark A. McCollum | Management | For | For |
| 1f | Elect Director Brent J. Smolik | Management | For | For |
| 1g | Elect Director Lee M. Tillman | Management | For | For |
| 1h | Elect Director Shawn D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARATHON PETROLEUM CORPORATION
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: MPC
SECURITY ID: 56585A102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Michael Stice | Management | For | For |
| 1.2 | Elect Director John P. Surma | Management | For | For |
| 1.3 | Elect Director Susan Tomasky | Management | For | For |
| 1.4 | Elect Director Toni Townes-Whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Approve Increase in Size of Board | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Amend Compensation Clawback Policy | Shareholder | Against | Against |
| 9 | Report on Just Transition | Shareholder | Against | Against |
| 10 | Report on Asset Retirement Obligation | Shareholder | Against | Against |
| MCDONALD'S CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MCD
SECURITY ID: 580135101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MEDICAL PROPERTIES TRUST, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MPW
SECURITY ID: 58463J304
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward K. Aldag, Jr. | Management | For | For |
| 1.2 | Elect Director G. Steven Dawson | Management | For | For |
| 1.3 | Elect Director R. Steven Hamner | Management | For | For |
| 1.4 | Elect Director Caterina A. Mozingo | Management | For | For |
| 1.5 | Elect Director Emily W. Murphy | Management | For | For |
| 1.6 | Elect Director Elizabeth N. Pitman | Management | For | For |
| 1.7 | Elect Director D. Paul Sparks, Jr. | Management | For | For |
| 1.8 | Elect Director Michael G. Stewart | Management | For | For |
| 1.9 | Elect Director C. Reynolds Thompson, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MERCK & CO., INC.
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: MRK
SECURITY ID: 58933Y105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| META PLATFORMS, INC.
MEETING DATE: MAY 31, 2023 |
||||
|
TICKER: META
SECURITY ID: 30303M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | Withhold |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | Withhold |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| MGIC INVESTMENT CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: MTG
SECURITY ID: 552848103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Analisa M. Allen | Management | For | For |
| 1.2 | Elect Director Daniel A. Arrigoni | Management | For | For |
| 1.3 | Elect Director C. Edward Chaplin | Management | For | For |
| 1.4 | Elect Director Curt S. Culver | Management | For | For |
| 1.5 | Elect Director Jay C. Hartzell | Management | For | For |
| 1.6 | Elect Director Timothy A. Holt | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Michael E. Lehman | Management | For | For |
| 1.9 | Elect Director Teresita M. Lowman | Management | For | For |
| 1.10 | Elect Director Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Director Sheryl L. Sculley | Management | For | For |
| 1.12 | Elect Director Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICRON TECHNOLOGY, INC.
MEETING DATE: JAN 12, 2023 |
||||
|
TICKER: MU
SECURITY ID: 595112103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MODERNA, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MRNA
SECURITY ID: 60770K107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MUELLER INDUSTRIES, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: MLI
SECURITY ID: 624756102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory L. Christopher | Management | For | For |
| 1.2 | Elect Director Elizabeth Donovan | Management | For | For |
| 1.3 | Elect Director William C. Drummond | Management | For | For |
| 1.4 | Elect Director Gary S. Gladstein | Management | For | For |
| 1.5 | Elect Director Scott J. Goldman | Management | For | For |
| 1.6 | Elect Director John B. Hansen | Management | For | For |
| 1.7 | Elect Director Terry Hermanson | Management | For | For |
| 1.8 | Elect Director Charles P. Herzog, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NEXSTAR MEDIA GROUP, INC.
MEETING DATE: JUN 15, 2023 |
||||
|
TICKER: NXST
SECURITY ID: 65336K103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | For |
| NRG ENERGY, INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: NRG
SECURITY ID: 629377508
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director E. Spencer Abraham | Management | For | For |
| 1b | Elect Director Antonio Carrillo | Management | For | For |
| 1c | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1d | Elect Director Lawrence S. Coben | Management | For | For |
| 1e | Elect Director Heather Cox | Management | For | For |
| 1f | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1g | Elect Director Mauricio Gutierrez | Management | For | For |
| 1h | Elect Director Paul W. Hobby | Management | For | For |
| 1i | Elect Director Alexandra Pruner | Management | For | For |
| 1j | Elect Director Anne C. Schaumburg | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| NUCOR CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: NUE
SECURITY ID: 670346105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norma B. Clayton | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Michael W. Lamach | Management | For | For |
| 1.6 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.7 | Elect Director Leon J. Topalian | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OLIN CORPORATION
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: OLN
SECURITY ID: 680665205
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Beverley A. Babcock | Management | For | For |
| 1b | Elect Director C. Robert Bunch | Management | For | For |
| 1c | Elect Director Matthew S. Darnall | Management | For | For |
| 1d | Elect Director Earl L. Shipp | Management | For | For |
| 1e | Elect Director Scott M. Sutton | Management | For | For |
| 1f | Elect Director William H. Weideman | Management | For | For |
| 1g | Elect Director W. Anthony Will | Management | For | For |
| 1h | Elect Director Carol A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| OWENS CORNING
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: OC
SECURITY ID: 690742101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Chambers | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Adrienne D. Elsner | Management | For | For |
| 1d | Elect Director Alfred E. Festa | Management | For | For |
| 1e | Elect Director Edward F. Lonergan | Management | For | For |
| 1f | Elect Director Maryann T. Mannen | Management | For | For |
| 1g | Elect Director Paul E. Martin | Management | For | For |
| 1h | Elect Director W. Howard Morris | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director John D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 7 | Amend Bylaws to Add Federal Forum Selection Provision | Management | For | For |
| PACCAR INC
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: PCAR
SECURITY ID: 693718108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.6 | Elect Director Barbara B. Hulit | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director Cynthia A. Niekamp | Management | For | For |
| 1.9 | Elect Director John M. Pigott | Management | For | For |
| 1.10 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.11 | Elect Director Mark A. Schulz | Management | For | For |
| 1.12 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| PAYPAL HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PYPL
SECURITY ID: 70450Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PBF ENERGY INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PBF
SECURITY ID: 69318G106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Nimbley | Management | For | For |
| 1b | Elect Director Spencer Abraham | Management | For | For |
| 1c | Elect Director Wayne Budd | Management | For | For |
| 1d | Elect Director Paul J. Donahue, Jr. | Management | For | For |
| 1e | Elect Director S. Eugene Edwards | Management | For | For |
| 1f | Elect Director Georganne Hodges | Management | For | For |
| 1g | Elect Director Kimberly S. Lubel | Management | For | For |
| 1h | Elect Director George E. Ogden | Management | For | For |
| 1i | Elect Director Damian W. Wilmot | Management | For | For |
| 1j | Elect Director Lawrence Ziemba | 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 |
| PFIZER INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: PFE
SECURITY ID: 717081103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | 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 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PG&E CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: PCG
SECURITY ID: 69331C108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PHILIP MORRIS INTERNATIONAL INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: PM
SECURITY ID: 718172109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| POTLATCHDELTIC CORPORATION
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: PCH
SECURITY ID: 737630103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda M. Breard | Management | For | For |
| 1b | Elect Director Eric J. Cremers | Management | For | For |
| 1c | Elect Director James M. DeCosmo | Management | For | For |
| 1d | Elect Director Lawrence S. Peiros | 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 | Increase Authorized Common Stock | Management | For | For |
| PPL CORPORATION
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: PPL
SECURITY ID: 69351T106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arthur P. Beattie | Management | For | For |
| 1b | Elect Director Raja Rajamannar | Management | For | For |
| 1c | Elect Director Heather B. Redman | Management | For | For |
| 1d | Elect Director Craig A. Rogerson | Management | For | For |
| 1e | Elect Director Vincent Sorgi | Management | For | For |
| 1f | Elect Director Linda G. Sullivan | Management | For | For |
| 1g | Elect Director Natica von Althann | Management | For | For |
| 1h | Elect Director Keith H. Williamson | Management | For | For |
| 1i | Elect Director Phoebe A. Wood | Management | For | For |
| 1j | Elect Director Armando Zagalo de Lima | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| PROLOGIS, INC.
MEETING DATE: SEP 28, 2022 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | Against |
| PROLOGIS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: PLD
SECURITY ID: 74340W103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| QORVO, INC.
MEETING DATE: AUG 09, 2022 |
||||
|
TICKER: QRVO
SECURITY ID: 74736K101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph G. Quinsey | Management | For | For |
| 1.2 | Elect Director Robert A. Bruggeworth | Management | For | For |
| 1.3 | Elect Director Judy Bruner | Management | For | For |
| 1.4 | Elect Director Jeffery R. Gardner | Management | For | For |
| 1.5 | Elect Director John R. Harding | Management | For | For |
| 1.6 | Elect Director David H. Y. Ho | Management | For | For |
| 1.7 | Elect Director Roderick D. Nelson | Management | For | For |
| 1.8 | Elect Director Walden C. Rhines | Management | For | For |
| 1.9 | Elect Director Susan L. Spradley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| QUALCOMM INCORPORATED
MEETING DATE: MAR 08, 2023 |
||||
|
TICKER: QCOM
SECURITY ID: 747525103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ROBERT HALF INTERNATIONAL INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: RHI
SECURITY ID: 770323103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julia L. Coronado | Management | For | For |
| 1b | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1c | Elect Director Harold M. Messmer, Jr. | Management | For | For |
| 1d | Elect Director Marc H. Morial | Management | For | For |
| 1e | Elect Director Robert J. Pace | Management | For | For |
| 1f | Elect Director Frederick A. Richman | Management | For | For |
| 1g | Elect Director M. Keith Waddell | Management | For | For |
| 1h | Elect Director Marnie H. Wilking | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SEMPRA ENERGY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: SRE
SECURITY ID: 816851109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | For |
| 1b | Elect Director Pablo A. Ferrero | Management | For | For |
| 1c | Elect Director Jeffrey W. Martin | Management | For | For |
| 1d | Elect Director Bethany J. Mayer | Management | For | For |
| 1e | Elect Director Michael N. Mears | Management | For | For |
| 1f | Elect Director Jack T. Taylor | Management | For | For |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | For |
| 1i | Elect Director James C. Yardley | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 6 | Change Company Name to Sempra | Management | For | For |
| 7 | Amend Articles of Incorporation | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| SIMON PROPERTY GROUP, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: SPG
SECURITY ID: 828806109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | For |
| 1B | Elect Director Larry C. Glasscock | Management | For | For |
| 1C | Elect Director Allan Hubbard | Management | For | For |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | For |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | For |
| 1G | Elect Director Peggy Fang Roe | Management | For | For |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SKYWORKS SOLUTIONS, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: SWKS
SECURITY ID: 83088M102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan S. Batey | Management | For | For |
| 1b | Elect Director Kevin L. Beebe | Management | For | For |
| 1c | Elect Director Liam K. Griffin | Management | For | For |
| 1d | Elect Director Eric J. Guerin | Management | For | For |
| 1e | Elect Director Christine King | Management | For | For |
| 1f | Elect Director Suzanne E. McBride | Management | For | For |
| 1g | Elect Director David P. McGlade | Management | For | For |
| 1h | Elect Director Robert A. Schriesheim | Management | For | For |
| 1i | Elect Director Maryann Turcke | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| STEEL DYNAMICS, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: STLD
SECURITY ID: 858119100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| SYNCHRONY FINANCIAL
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: SYF
SECURITY ID: 87165B103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Doubles | Management | For | For |
| 1b | Elect Director Fernando Aguirre | Management | For | For |
| 1c | Elect Director Paget L. Alves | Management | For | For |
| 1d | Elect Director Kamila Chytil | Management | For | For |
| 1e | Elect Director Arthur W. Coviello, Jr. | Management | For | For |
| 1f | Elect Director Roy A. Guthrie | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director P.W. "Bill" Parker | Management | For | For |
| 1i | Elect Director Laurel J. Richie | Management | For | For |
| 1j | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMHC
SECURITY ID: 87724P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Lane | Management | For | For |
| 1b | Elect Director William H. Lyon | Management | For | For |
| 1c | Elect Director Anne L. Mariucci | Management | For | For |
| 1d | Elect Director David C. Merritt | Management | For | For |
| 1e | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1f | Elect Director Sheryl D. Palmer | Management | For | For |
| 1g | Elect Director Denise F. Warren | Management | For | For |
| 1h | Elect Director Christopher Yip | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE GOLDMAN SACHS GROUP, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: GS
SECURITY ID: 38141G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michele Burns | Management | For | For |
| 1b | Elect Director Mark Flaherty | Management | For | For |
| 1c | Elect Director Kimberley Harris | Management | For | For |
| 1d | Elect Director Kevin Johnson | Management | For | For |
| 1e | Elect Director Ellen Kullman | Management | For | For |
| 1f | Elect Director Lakshmi Mittal | Management | For | For |
| 1g | Elect Director Adebayo Ogunlesi | Management | For | For |
| 1h | Elect Director Peter Oppenheimer | Management | For | For |
| 1i | Elect Director David Solomon | Management | For | For |
| 1j | Elect Director Jan Tighe | Management | For | For |
| 1k | Elect Director Jessica Uhl | Management | For | For |
| 1l | Elect Director David Viniar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Publish Third-Party Review on Chinese Congruency of Certain ETFs | Shareholder | Against | Against |
| 8 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 11 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 12 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: HD
SECURITY ID: 437076102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE KROGER CO.
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: KR
SECURITY ID: 501044101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora A. Aufreiter | Management | For | For |
| 1b | Elect Director Kevin M. Brown | Management | For | For |
| 1c | Elect Director Elaine L. Chao | Management | For | For |
| 1d | Elect Director Anne Gates | Management | For | For |
| 1e | Elect Director Karen M. Hoguet | Management | For | For |
| 1f | Elect Director W. Rodney McMullen | Management | For | For |
| 1g | Elect Director Clyde R. Moore | Management | For | For |
| 1h | Elect Director Ronald L. Sargent | Management | For | For |
| 1i | Elect Director J. Amanda Sourry Knox (Amanda Sourry) | Management | For | For |
| 1j | Elect Director Mark S. Sutton | Management | For | For |
| 1k | Elect Director Ashok Vemuri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 8 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Report on Risks of Omitting Viewpoint and Ideological Diversity from EEO Policy | Shareholder | Against | Against |
| THE MOSAIC COMPANY
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: MOS
SECURITY ID: 61945C103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Gregory L. Ebel | Management | For | For |
| 1c | Elect Director Timothy S. Gitzel | Management | For | For |
| 1d | Elect Director Denise C. Johnson | Management | For | For |
| 1e | Elect Director Emery N. Koenig | Management | For | For |
| 1f | Elect Director James (Joc) C. O'Rourke | Management | For | For |
| 1g | Elect Director David T. Seaton | Management | For | For |
| 1h | Elect Director Steven M. Seibert | Management | For | For |
| 1i | Elect Director Joao Roberto Goncalves Teixeira | Management | For | For |
| 1j | Elect Director Gretchen H. Watkins | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY
MEETING DATE: OCT 11, 2022 |
||||
|
TICKER: PG
SECURITY ID: 742718109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE SOUTHERN COMPANY
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: SO
SECURITY ID: 842587107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE WESTERN UNION COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WU
SECURITY ID: 959802109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin I. Cole | Management | For | For |
| 1b | Elect Director Betsy D. Holden | Management | For | For |
| 1c | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1d | Elect Director Devin B. McGranahan | Management | For | For |
| 1e | Elect Director Michael A. Miles, Jr. | Management | For | For |
| 1f | Elect Director Timothy P. Murphy | Management | For | For |
| 1g | Elect Director Jan Siegmund | Management | For | For |
| 1h | Elect Director Angela A. Sun | Management | For | For |
| 1i | Elect Director Solomon D. Trujillo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| TOLL BROTHERS, INC.
MEETING DATE: MAR 07, 2023 |
||||
|
TICKER: TOL
SECURITY ID: 889478103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas C. Yearley, Jr. | Management | For | For |
| 1.2 | Elect Director Stephen F. East | Management | For | For |
| 1.3 | Elect Director Christine N. Garvey | Management | For | For |
| 1.4 | Elect Director Karen H. Grimes | Management | For | For |
| 1.5 | Elect Director Derek T. Kan | Management | For | For |
| 1.6 | Elect Director Carl B. Marbach | Management | For | For |
| 1.7 | Elect Director John A. McLean | Management | For | For |
| 1.8 | Elect Director Wendell E. Pritchett | Management | For | For |
| 1.9 | Elect Director Paul E. Shapiro | Management | For | For |
| 1.10 | Elect Director Scott D. Stowell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRITON INTERNATIONAL LIMITED
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: TRTN
SECURITY ID: G9078F107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian M. Sondey | Management | For | For |
| 1b | Elect Director Robert W. Alspaugh | Management | For | For |
| 1c | Elect Director Malcolm P. Baker | Management | For | For |
| 1d | Elect Director Annabelle Bexiga | Management | For | For |
| 1e | Elect Director Claude Germain | Management | For | For |
| 1f | Elect Director Kenneth J. Hanau | Management | For | For |
| 1g | Elect Director John S. Hextall | Management | For | For |
| 1h | Elect Director Terri A. Pizzuto | Management | For | For |
| 1i | Elect Director Niharika Ramdev | Management | For | For |
| 1j | Elect Director Robert L. Rosner | Management | For | For |
| 1k | Elect Director Simon R. Vernon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| TYSON FOODS, INC.
MEETING DATE: FEB 09, 2023 |
||||
|
TICKER: TSN
SECURITY ID: 902494103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Tyson | Management | For | For |
| 1b | Elect Director Les R. Baledge | Management | For | For |
| 1c | Elect Director Mike Beebe | Management | For | For |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | For |
| 1f | Elect Director Mikel A. Durham | Management | For | For |
| 1g | Elect Director Donnie King | Management | For | For |
| 1h | Elect Director Jonathan D. Mariner | Management | For | For |
| 1i | Elect Director Kevin M. McNamara | Management | For | For |
| 1j | Elect Director Cheryl S. Miller | Management | For | For |
| 1k | Elect Director Jeffrey K. Schomburger | Management | For | For |
| 1l | Elect Director Barbara A. Tyson | Management | For | For |
| 1m | Elect Director Noel 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 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| UFP INDUSTRIES, INC.
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: UFPI
SECURITY ID: 90278Q108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin J. Mclean | Management | For | For |
| 1b | Elect Director Mary Tuuk Kuras | Management | For | For |
| 1c | Elect Director Michael G. Wooldridge | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| UGI CORPORATION
MEETING DATE: JAN 27, 2023 |
||||
|
TICKER: UGI
SECURITY ID: 902681105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frank S. Hermance | Management | For | For |
| 1b | Elect Director M. Shawn Bort | Management | For | For |
| 1c | Elect Director Theodore A. Dosch | Management | For | For |
| 1d | Elect Director Alan N. Harris | Management | For | For |
| 1e | Elect Director Mario Longhi | Management | For | For |
| 1f | Elect Director William J. Marrazzo | Management | For | For |
| 1g | Elect Director Cindy J. Miller | Management | For | For |
| 1h | Elect Director Roger Perreault | Management | For | For |
| 1i | Elect Director Kelly A. Romano | Management | For | For |
| 1j | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNITED AIRLINES HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: UAL
SECURITY ID: 910047109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carolyn Corvi | Management | For | For |
| 1b | Elect Director Matthew Friend | Management | For | For |
| 1c | Elect Director Barney Harford | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director Walter Isaacson | Management | For | For |
| 1f | Elect Director James A. C. Kennedy | Management | For | For |
| 1g | Elect Director J. Scott Kirby | Management | For | For |
| 1h | Elect Director Edward M. Philip | Management | For | For |
| 1i | Elect Director Edward L. Shapiro | Management | For | For |
| 1j | Elect Director Laysha Ward | Management | For | For |
| 1k | Elect Director James M. Whitehurst | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| UNITED PARCEL SERVICE, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: UPS
SECURITY ID: 911312106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | Against |
| 1h | Elect Director William Johnson | Management | For | Against |
| 1i | Elect Director Franck Moison | Management | For | Against |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | Against |
| 1l | Elect Director Kevin Warsh | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | For |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| UNITED RENTALS, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: URI
SECURITY ID: 911363109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Marc A. Bruno | Management | For | For |
| 1c | Elect Director Larry D. De Shon | Management | For | For |
| 1d | Elect Director Matthew J. Flannery | Management | For | For |
| 1e | Elect Director Bobby J. Griffin | Management | For | For |
| 1f | Elect Director Kim Harris Jones | Management | For | For |
| 1g | Elect Director Terri L. Kelly | Management | For | For |
| 1h | Elect Director Michael J. Kneeland | Management | For | For |
| 1i | Elect Director Francisco J. Lopez-Balboa | Management | For | For |
| 1j | Elect Director Gracia C. Martore | Management | For | For |
| 1k | Elect Director Shiv Singh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 15% | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 10% | Shareholder | Against | Against |
| UNITED STATES STEEL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: X
SECURITY ID: 912909108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Andrea J. Ayers | Management | For | For |
| 1c | Elect Director David B. Burritt | Management | For | For |
| 1d | Elect Director Alicia J. Davis | Management | For | For |
| 1e | Elect Director Terry L. Dunlap | Management | For | For |
| 1f | Elect Director John J. Engel | Management | For | For |
| 1g | Elect Director John V. Faraci | Management | For | For |
| 1h | Elect Director Murry S. Gerber | Management | For | For |
| 1i | Elect Director Jeh C. Johnson | Management | For | For |
| 1j | Elect Director Paul A. Mascarenas | Management | For | For |
| 1k | Elect Director Michael H. McGarry | Management | For | For |
| 1l | Elect Director David S. Sutherland | Management | For | For |
| 1m | Elect Director Patricia A. Tracey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| UNITEDHEALTH GROUP INCORPORATED
MEETING DATE: JUN 05, 2023 |
||||
|
TICKER: UNH
SECURITY ID: 91324P102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| UNUM GROUP
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: UNM
SECURITY ID: 91529Y106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1b | Elect Director Susan L. Cross | Management | For | For |
| 1c | Elect Director Susan D. DeVore | Management | For | For |
| 1d | Elect Director Joseph J. Echevarria | Management | For | For |
| 1e | Elect Director Cynthia L. Egan | Management | For | For |
| 1f | Elect Director Kevin T. Kabat | Management | For | For |
| 1g | Elect Director Timothy F. Keaney | Management | For | For |
| 1h | Elect Director Gale V. King | Management | For | For |
| 1i | Elect Director Gloria C. Larson | Management | For | For |
| 1j | Elect Director Richard P. McKenney | Management | For | For |
| 1k | Elect Director Ronald P. O'Hanley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VALERO ENERGY CORPORATION
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: VLO
SECURITY ID: 91913Y100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred M. Diaz | Management | For | For |
| 1b | Elect Director H. Paulett Eberhart | Management | For | For |
| 1c | Elect Director Marie A. Ffolkes | Management | For | For |
| 1d | Elect Director Joseph W. Gorder | Management | For | For |
| 1e | Elect Director Kimberly S. Greene | Management | For | For |
| 1f | Elect Director Deborah P. Majoras | Management | For | For |
| 1g | Elect Director Eric D. Mullins | Management | For | For |
| 1h | Elect Director Donald L. Nickles | Management | For | For |
| 1i | Elect Director Robert A. Profusek | Management | For | For |
| 1j | Elect Director Randall J. Weisenburger | Management | For | For |
| 1k | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Shareholder | Against | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VIATRIS INC.
MEETING DATE: DEC 09, 2022 |
||||
|
TICKER: VTRS
SECURITY ID: 92556V106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director W. Don Cornwell | Management | For | For |
| 1B | Elect Director Harry A. Korman | Management | For | For |
| 1C | Elect Director Rajiv Malik | Management | For | For |
| 1D | Elect Director Richard A. Mark | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| VICI PROPERTIES INC.
MEETING DATE: APR 27, 2023 |
||||
|
TICKER: VICI
SECURITY ID: 925652109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISA INC.
MEETING DATE: JAN 24, 2023 |
||||
|
TICKER: V
SECURITY ID: 92826C839
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VMWARE, INC.
MEETING DATE: JUL 12, 2022 |
||||
|
TICKER: VMW
SECURITY ID: 928563402
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole Anasenes | Management | For | For |
| 1b | Elect Director Marianne Brown | Management | For | For |
| 1c | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VORNADO REALTY TRUST
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: VNO
SECURITY ID: 929042109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven Roth | Management | For | For |
| 1.2 | Elect Director Candace K. Beinecke | Management | For | For |
| 1.3 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.4 | Elect Director Beatrice Hamza Bassey | Management | For | For |
| 1.5 | Elect Director William W. Helman, IV | Management | For | For |
| 1.6 | Elect Director David M. Mandelbaum | Management | For | For |
| 1.7 | Elect Director Raymond J. McGuire | Management | For | For |
| 1.8 | Elect Director Mandakini Puri | Management | For | For |
| 1.9 | Elect Director Daniel R. Tisch | Management | For | For |
| 1.10 | Elect Director Russell B. Wight, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| WALGREENS BOOTS ALLIANCE, INC.
MEETING DATE: JAN 26, 2023 |
||||
|
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 Inderpal S. Bhandari | Management | For | For |
| 1c | Elect Director Rosalind G. Brewer | Management | For | For |
| 1d | Elect Director Ginger L. Graham | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Valerie B. Jarrett | Management | For | For |
| 1g | Elect Director John A. Lederer | Management | For | For |
| 1h | Elect Director Dominic P. Murphy | Management | For | For |
| 1i | Elect Director Stefano Pessina | Management | For | For |
| 1j | Elect Director Nancy M. Schlichting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Against | Against |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WELLS FARGO & COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: WFC
SECURITY ID: 949746101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WESTERN DIGITAL CORPORATION
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: WDC
SECURITY ID: 958102105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly E. Alexy | Management | For | For |
| 1b | Elect Director Thomas H. Caulfield | Management | For | For |
| 1c | Elect Director Martin I. Cole | Management | For | For |
| 1d | Elect Director Tunc Doluca | Management | For | For |
| 1e | Elect Director David V. Goeckeler | Management | For | For |
| 1f | Elect Director Matthew E. Massengill | Management | For | For |
| 1g | Elect Director Stephanie A. Streeter | Management | For | For |
| 1h | Elect Director Miyuki Suzuki | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| WEYERHAEUSER COMPANY
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: WY
SECURITY ID: 962166104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Emmert | Management | For | For |
| 1b | Elect Director Rick R. Holley | Management | For | For |
| 1c | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1d | Elect Director Deidra C. Merriwether | Management | For | For |
| 1e | Elect Director Al Monaco | Management | For | For |
| 1f | Elect Director Nicole W. Piasecki | Management | For | For |
| 1g | Elect Director Lawrence A. Selzer | Management | For | For |
| 1h | Elect Director Devin W. Stockfish | Management | For | For |
| 1i | Elect Director Kim Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY WOMEN'S LEADERSHIP ETF
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACCENTURE PLC
MEETING DATE: FEB 01, 2023 |
||||
|
TICKER: ACN
SECURITY ID: G1151C101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ADOBE INC.
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: ADBE
SECURITY ID: 00724F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADTALEM GLOBAL EDUCATION INC.
MEETING DATE: NOV 09, 2022 |
||||
|
TICKER: ATGE
SECURITY ID: 00737L103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen W. Beard | Management | For | For |
| 1b | Elect Director William W. Burke | Management | For | For |
| 1c | Elect Director Charles DeShazer | Management | For | For |
| 1d | Elect Director Mayur Gupta | Management | For | For |
| 1e | Elect Director Donna J. Hrinak | Management | For | For |
| 1f | Elect Director Georgette Kiser | Management | For | For |
| 1g | Elect Director Liam Krehbiel | Management | For | For |
| 1h | Elect Director Michael W. Malafronte | Management | For | For |
| 1i | Elect Director Sharon L. O'Keefe | Management | For | For |
| 1j | Elect Director Kenneth J. Phelan | Management | For | For |
| 1k | Elect Director Lisa W. Wardell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADVANCED MICRO DEVICES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: AMD
SECURITY ID: 007903107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | For |
| 1i | Elect Director Elizabeth W. Vanderslice | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALBERTSONS COMPANIES, INC.
MEETING DATE: AUG 04, 2022 |
||||
|
TICKER: ACI
SECURITY ID: 013091103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Sankaran | Management | For | For |
| 1b | Elect Director James Donald | Management | For | For |
| 1c | Elect Director Chan Galbato | Management | For | For |
| 1d | Elect Director Sharon Allen | Management | For | For |
| 1e | Elect Director Shant Babikian | Management | For | For |
| 1f | Elect Director Steven Davis *Withdrawn Resolution* | Management | None | None |
| 1g | Elect Director Kim Fennebresque | Management | For | For |
| 1h | Elect Director Allen Gibson | Management | For | For |
| 1i | Elect Director Hersch Klaff | Management | For | For |
| 1j | Elect Director Jay Schottenstein | Management | For | Against |
| 1k | Elect Director Alan Schumacher | Management | For | For |
| 1l | Elect Director Brian Kevin Turner | Management | For | For |
| 1m | Elect Director Mary Elizabeth West | Management | For | For |
| 1n | Elect Director Scott Wille | Management | For | For |
| 2 | Ratify Deloitte and Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALNYLAM PHARMACEUTICALS, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: ALNY
SECURITY ID: 02043Q107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael W. Bonney | Management | For | For |
| 1b | Elect Director Yvonne L. Greenstreet | Management | For | For |
| 1c | Elect Director Phillip A. Sharp | Management | For | For |
| 1d | Elect Director Elliott Sigal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMAZON.COM, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: AMZN
SECURITY ID: 023135106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERICAN WATER WORKS COMPANY, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: AWK
SECURITY ID: 030420103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1b | Elect Director Martha Clark Goss | Management | For | For |
| 1c | Elect Director M. Susan Hardwick | Management | For | For |
| 1d | Elect Director Kimberly J. Harris | Management | For | For |
| 1e | Elect Director Laurie P. Havanec | Management | For | For |
| 1f | Elect Director Julia L. Johnson | Management | For | For |
| 1g | Elect Director Patricia L. Kampling | Management | For | For |
| 1h | Elect Director Karl F. Kurz | Management | For | For |
| 1i | Elect Director Michael L. Marberry | Management | For | For |
| 1j | Elect Director James G. Stavridis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| AMETEK, INC.
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: AME
SECURITY ID: 031100100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Amato | Management | For | For |
| 1b | Elect Director Anthony J. Conti | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| APPLE INC.
MEETING DATE: MAR 10, 2023 |
||||
|
TICKER: AAPL
SECURITY ID: 037833100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| ARISTA NETWORKS, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ANET
SECURITY ID: 040413106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lewis Chew | Management | For | For |
| 1.2 | Elect Director Douglas Merritt *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Mark B. Templeton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AXCELIS TECHNOLOGIES, INC.
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: ACLS
SECURITY ID: 054540208
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tzu-Yin ("TY") Chiu | Management | For | For |
| 1.2 | Elect Director Joseph P. Keithley | Management | For | For |
| 1.3 | Elect Director John T. Kurtzweil | Management | For | For |
| 1.4 | Elect Director Russell J. Low | Management | For | For |
| 1.5 | Elect Director Mary G. Puma | Management | For | For |
| 1.6 | Elect Director Jeanne Quirk | Management | For | For |
| 1.7 | Elect Director Thomas St. Dennis | Management | For | For |
| 1.8 | Elect Director Jorge Titinger | Management | For | For |
| 1.9 | Elect Director Dipti Vachani | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK OF AMERICA CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: BAC
SECURITY ID: 060505104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BEST BUY CO., INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: BBY
SECURITY ID: 086516101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director David W. Kenny | Management | For | For |
| 1e | Elect Director Mario J. Marte | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Claudia F. Munce | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Steven E. Rendle | Management | For | For |
| 1j | Elect Director Sima D. Sistani | Management | For | For |
| 1k | Elect Director Melinda D. Whittington | Management | For | For |
| 1l | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BRIGHT HORIZONS FAMILY SOLUTIONS, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: BFAM
SECURITY ID: 109194100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen H. Kramer | Management | For | For |
| 1b | Elect Director Sara Lawrence-Lightfoot | Management | For | For |
| 1c | Elect Director Cathy E. Minehan | 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 |
| BUMBLE INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: BMBL
SECURITY ID: 12047B105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Lynn Atchison | Management | For | Withhold |
| 1.2 | Elect Director Matthew S. Bromberg | Management | For | Withhold |
| 1.3 | Elect Director Amy M. Griffin | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CABLE ONE, INC.
MEETING DATE: MAY 19, 2023 |
||||
|
TICKER: CABO
SECURITY ID: 12685J105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brad D. Brian | Management | For | For |
| 1b | Elect Director Deborah J. Kissire | Management | For | For |
| 1c | Elect Director Julia M. Laulis | Management | For | For |
| 1d | Elect Director Mary E. Meduski | Management | For | For |
| 1e | Elect Director Thomas O. Might | Management | For | For |
| 1f | Elect Director Sherrese M. Smith | Management | For | For |
| 1g | Elect Director Wallace R. Weitz | Management | For | For |
| 1h | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CABOT CORPORATION
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: CBT
SECURITY ID: 127055101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Juan Enriquez | Management | For | For |
| 1.2 | Elect Director Sean D. Keohane | Management | For | For |
| 1.3 | Elect Director William C. Kirby | Management | For | For |
| 1.4 | Elect Director Raffiq Nathoo | 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 |
| CDW CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: CDW
SECURITY ID: 12514G108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Virginia C. Addicott | Management | For | For |
| 1b | Elect Director James A. Bell | Management | For | For |
| 1c | Elect Director Lynda M. Clarizio | Management | For | For |
| 1d | Elect Director Anthony R. Foxx | Management | For | For |
| 1e | Elect Director Marc E. Jones | Management | For | For |
| 1f | Elect Director Christine A. Leahy | Management | For | For |
| 1g | Elect Director Sanjay Mehrotra | Management | For | For |
| 1h | Elect Director David W. Nelms | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| CELANESE CORPORATION
MEETING DATE: APR 20, 2023 |
||||
|
TICKER: CE
SECURITY ID: 150870103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean S. Blackwell | Management | For | For |
| 1b | Elect Director William M. Brown | Management | For | For |
| 1c | Elect Director Edward G. Galante | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director David F. Hoffmeister | Management | For | For |
| 1f | Elect Director Jay V. Ihlenfeld | Management | For | For |
| 1g | Elect Director Deborah J. Kissire | Management | For | For |
| 1h | Elect Director Michael Koenig | Management | For | For |
| 1i | Elect Director Kim K.W. Rucker | Management | For | For |
| 1j | Elect Director Lori J. Ryerkerk | 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 |
| CITIGROUP INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: C
SECURITY ID: 172967424
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ellen M. Costello | Management | For | For |
| 1b | Elect Director Grace E. Dailey | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director John C. Dugan | Management | For | For |
| 1e | Elect Director Jane N. Fraser | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Renee J. James | Management | For | For |
| 1j | Elect Director Gary M. Reiner | Management | For | For |
| 1k | Elect Director Diana L. Taylor | Management | For | For |
| 1l | Elect Director James S. Turley | Management | For | For |
| 1m | Elect Director Casper W. von Koskull | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| CLOUDFLARE, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NET
SECURITY ID: 18915M107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Sandell | Management | For | Withhold |
| 1.2 | Elect Director Michelle Zatlyn | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| COMMERCIAL METALS COMPANY
MEETING DATE: JAN 11, 2023 |
||||
|
TICKER: CMC
SECURITY ID: 201723103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter R. Matt | Management | For | For |
| 1.2 | Elect Director Sarah E. Raiss | 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 |
| DEERE & COMPANY
MEETING DATE: FEB 22, 2023 |
||||
|
TICKER: DE
SECURITY ID: 244199105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| EASTMAN CHEMICAL COMPANY
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: EMN
SECURITY ID: 277432100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Humberto P. Alfonso | Management | For | For |
| 1.2 | Elect Director Brett D. Begemann | Management | For | For |
| 1.3 | Elect Director Eric L. Butler | Management | For | For |
| 1.4 | Elect Director Mark J. Costa | Management | For | For |
| 1.5 | Elect Director Edward L. Doheny, II | Management | For | For |
| 1.6 | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1.7 | Elect Director Julie F. Holder | Management | For | For |
| 1.8 | Elect Director Renee J. Hornbaker | Management | For | For |
| 1.9 | Elect Director Kim Ann Mink | Management | For | For |
| 1.10 | Elect Director James J. O'Brien | Management | For | For |
| 1.11 | Elect Director David W. Raisbeck | Management | For | For |
| 1.12 | Elect Director Charles K. Stevens, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ELEVANCE HEALTH, INC.
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: ELV
SECURITY ID: 036752103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.4 | Elect Director Deanna D. Strable | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Annually Report Third Party Political Contributions | Shareholder | Against | Against |
| ELI LILLY AND COMPANY
MEETING DATE: MAY 01, 2023 |
||||
|
TICKER: LLY
SECURITY ID: 532457108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EQT CORPORATION
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: EQT
SECURITY ID: 26884L109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EQUITY LIFESTYLE PROPERTIES, INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: ELS
SECURITY ID: 29472R108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Berkenfield | Management | For | For |
| 1.2 | Elect Director Derrick Burks | Management | For | For |
| 1.3 | Elect Director Philip Calian | Management | For | For |
| 1.4 | Elect Director David Contis | Management | For | For |
| 1.5 | Elect Director Constance Freedman | Management | For | For |
| 1.6 | Elect Director Thomas Heneghan | Management | For | For |
| 1.7 | Elect Director Marguerite Nader | Management | For | For |
| 1.8 | Elect Director Scott Peppet | Management | For | For |
| 1.9 | Elect Director Sheli Rosenberg | Management | For | For |
| 1.10 | Elect Director Samuel Zell | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ETSY, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: ETSY
SECURITY ID: 29786A106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Josh Silverman | Management | For | For |
| 1c | Elect Director Fred Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Commission Independent Review of Effectiveness of Efforts to Prevent Harassment and Discrimination | Shareholder | Against | Against |
| FEDERAL SIGNAL CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FSS
SECURITY ID: 313855108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene J. Lowe, III | Management | For | For |
| 1.2 | Elect Director Dennis J. Martin | Management | For | For |
| 1.3 | Elect Director Bill Owens | Management | For | For |
| 1.4 | Elect Director Shashank Patel | Management | For | For |
| 1.5 | Elect Director Brenda L. Reichelderfer | Management | For | For |
| 1.6 | Elect Director Jennifer L. Sherman | Management | For | For |
| 1.7 | Elect Director John L. Workman | 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 |
| FIGS, INC.
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: FIGS
SECURITY ID: 30260D103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heather Hasson | Management | For | For |
| 1.2 | Elect Director Kenneth Lin | Management | For | For |
| 1.3 | Elect Director Michael Soenen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRST HORIZON CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: FHN
SECURITY ID: 320517105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Harry V. Barton, Jr. | Management | For | For |
| 1.2 | Elect Director John N. Casbon | Management | For | For |
| 1.3 | Elect Director John C. Compton | Management | For | For |
| 1.4 | Elect Director Wendy P. Davidson | Management | For | For |
| 1.5 | Elect Director William H. Fenstermaker | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director J. Michael Kemp, Sr. | Management | For | For |
| 1.8 | Elect Director Rick E. Maples | Management | For | For |
| 1.9 | Elect Director Vicki R. Palmer | Management | For | For |
| 1.10 | Elect Director Colin V. Reed | Management | For | For |
| 1.11 | Elect Director E. Stewart Shea, III | Management | For | For |
| 1.12 | Elect Director Cecelia D. Stewart | Management | For | For |
| 1.13 | Elect Director Rosa Sugranes | Management | For | For |
| 1.14 | Elect Director R. Eugene Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRST UNITED CORPORATION
MEETING DATE: MAY 11, 2023 |
||||
|
TICKER: FUNC
SECURITY ID: 33741H107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John F. Barr | Management | For | For |
| 1.2 | Elect Director Brian R. Boal | Management | For | For |
| 1.3 | Elect Director Beth E. Moran | Management | For | For |
| 1.4 | Elect Director I. Robert Rudy | Management | For | For |
| 1.5 | Elect Director Marisa A. Shockley | Management | For | For |
| 1.6 | Elect Director H. Andrew Walls, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| FOOT LOCKER, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: FL
SECURITY ID: 344849104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary N. Dillon | Management | For | For |
| 1b | Elect Director Virginia C. Drosos | Management | For | For |
| 1c | Elect Director Alan D. Feldman | Management | For | For |
| 1d | Elect Director Guillermo G. Marmol | Management | For | For |
| 1e | Elect Director Darlene Nicosia | Management | For | For |
| 1f | Elect Director Steven Oakland | Management | For | For |
| 1g | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1h | Elect Director Kimberly Underhill | Management | For | For |
| 1i | Elect Director Tristan Walker | Management | For | For |
| 1j | Elect Director Dona D. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| FRANKLIN RESOURCES, INC.
MEETING DATE: FEB 07, 2023 |
||||
|
TICKER: BEN
SECURITY ID: 354613101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mariann Byerwalter | Management | For | For |
| 1b | Elect Director Alexander S. Friedman | Management | For | For |
| 1c | Elect Director Gregory E. Johnson | Management | For | For |
| 1d | Elect Director Jennifer M. Johnson | Management | For | For |
| 1e | Elect Director Rupert H. Johnson, Jr. | Management | For | For |
| 1f | Elect Director John Y. Kim | Management | For | Against |
| 1g | Elect Director Karen M. King | Management | For | Against |
| 1h | Elect Director Anthony J. Noto | Management | For | For |
| 1i | Elect Director John W. Thiel | Management | For | Against |
| 1j | Elect Director Seth H. Waugh | Management | For | Against |
| 1k | Elect Director Geoffrey Y. Yang | Management | For | Against |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| GENERAL MOTORS COMPANY
MEETING DATE: JUN 20, 2023 |
||||
|
TICKER: GM
SECURITY ID: 37045V100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Aneel Bhusri | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Joanne C. Crevoiserat | Management | For | For |
| 1e | Elect Director Linda R. Gooden | Management | For | For |
| 1f | Elect Director Joseph Jimenez | Management | For | For |
| 1g | Elect Director Jonathan McNeill | Management | For | For |
| 1h | Elect Director Judith A. Miscik | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Thomas M. Schoewe | Management | For | For |
| 1k | Elect Director Mark A. Tatum | Management | For | For |
| 1l | Elect Director Jan E. Tighe | Management | For | For |
| 1m | Elect Director Devin N. Wenig | Management | 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 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Against |
| GENPACT LIMITED
MEETING DATE: MAY 04, 2023 |
||||
|
TICKER: G
SECURITY ID: G3922B107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director N.V. "Tiger" Tyagarajan | Management | For | For |
| 1.2 | Elect Director James Madden | Management | For | For |
| 1.3 | Elect Director Ajay Agrawal | Management | For | For |
| 1.4 | Elect Director Stacey Cartwright | Management | For | For |
| 1.5 | Elect Director Laura Conigliaro | Management | For | For |
| 1.6 | Elect Director Tamara Franklin | Management | For | For |
| 1.7 | Elect Director Carol Lindstrom | Management | For | For |
| 1.8 | Elect Director CeCelia Morken | Management | For | For |
| 1.9 | Elect Director Brian Stevens | Management | For | For |
| 1.10 | Elect Director Mark Verdi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG Assurance and Consulting Services LLP as Auditors | Management | For | For |
| GSK PLC
MEETING DATE: JUL 06, 2022 |
||||
|
TICKER: GSK
SECURITY ID: 37733W105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Management | For | For |
| 2 | Approve the Related Party Transaction Arrangements | Management | For | For |
| HOLOGIC, INC.
MEETING DATE: MAR 09, 2023 |
||||
|
TICKER: HOLX
SECURITY ID: 436440101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. MacMillan | Management | For | For |
| 1b | Elect Director Sally W. Crawford | Management | For | For |
| 1c | Elect Director Charles J. Dockendorff | Management | For | For |
| 1d | Elect Director Scott T. Garrett | Management | For | For |
| 1e | Elect Director Ludwig N. Hantson | Management | For | For |
| 1f | Elect Director Namal Nawana | Management | For | For |
| 1g | Elect Director Christiana Stamoulis | Management | For | For |
| 1h | Elect Director Stacey D. Stewart | Management | For | For |
| 1i | Elect Director Amy M. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HUBSPOT, INC.
MEETING DATE: JUN 06, 2023 |
||||
|
TICKER: HUBS
SECURITY ID: 443573100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick Caldwell | Management | For | For |
| 1b | Elect Director Claire Hughes Johnson | Management | For | For |
| 1c | Elect Director Jay Simons | Management | For | For |
| 1d | Elect Director Yamini Rangan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUNTINGTON BANCSHARES INCORPORATED
MEETING DATE: APR 19, 2023 |
||||
|
TICKER: HBAN
SECURITY ID: 446150104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alanna Y. Cotton | Management | For | For |
| 1.2 | Elect Director Ann B. (Tanny) Crane | Management | For | For |
| 1.3 | Elect Director Gina D. France | Management | For | For |
| 1.4 | Elect Director J. Michael Hochschwender | Management | For | For |
| 1.5 | Elect Director Richard H. King | Management | For | For |
| 1.6 | Elect Director Katherine M. A. (Allie) Kline | Management | For | For |
| 1.7 | Elect Director Richard W. Neu | Management | For | For |
| 1.8 | Elect Director Kenneth J. Phelan | Management | For | For |
| 1.9 | Elect Director David L. Porteous | Management | For | For |
| 1.10 | Elect Director Roger J. Sit | Management | For | For |
| 1.11 | Elect Director Stephen D. Steinour | Management | For | For |
| 1.12 | Elect Director Jeffrey L. Tate | Management | For | For |
| 1.13 | Elect Director Gary Torgow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ICON PLC
MEETING DATE: JUL 26, 2022 |
||||
|
TICKER: ICLR
SECURITY ID: G4705A100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steve Cutler | Management | For | For |
| 1.2 | Elect Director John Climax | Management | For | For |
| 1.3 | Elect Director Ronan Murphy | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 3 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 4 | Authorize Issue of Equity | Management | For | For |
| 5 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| 8 | Approve the Price Range for the Reissuance of Shares | Management | For | For |
| INSIGHT ENTERPRISES, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: NSIT
SECURITY ID: 45765U103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joyce A. Mullen | Management | For | For |
| 1.2 | Elect Director Timothy A. Crown | Management | For | For |
| 1.3 | Elect Director Richard E. Allen | Management | For | For |
| 1.4 | Elect Director Bruce W. Armstrong | Management | For | For |
| 1.5 | Elect Director Alexander L. Baum | Management | For | For |
| 1.6 | Elect Director Linda M. Breard | Management | For | For |
| 1.7 | Elect Director Catherine Courage | Management | For | For |
| 1.8 | Elect Director Anthony A. Ibarguen | Management | For | For |
| 1.9 | Elect Director Kathleen S. Pushor | Management | For | For |
| 1.10 | Elect Director Girish Rishi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| INSULET CORPORATION
MEETING DATE: MAY 23, 2023 |
||||
|
TICKER: PODD
SECURITY ID: 45784P101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luciana Borio | Management | For | For |
| 1.2 | Elect Director Michael R. Minogue | Management | For | For |
| 1.3 | Elect Director Corinne H. Nevinny | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INTUIT INC.
MEETING DATE: JAN 19, 2023 |
||||
|
TICKER: INTU
SECURITY ID: 461202103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| JETBLUE AIRWAYS CORPORATION
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JBLU
SECURITY ID: 477143101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Ben Baldanza | Management | For | For |
| 1b | Elect Director Peter Boneparth | Management | For | For |
| 1c | Elect Director Monte Ford | Management | For | For |
| 1d | Elect Director Robin Hayes | Management | For | For |
| 1e | Elect Director Ellen Jewett | Management | For | For |
| 1f | Elect Director Robert Leduc | Management | For | For |
| 1g | Elect Director Teri McClure | Management | For | For |
| 1h | Elect Director Nik Mittal | Management | For | For |
| 1i | Elect Director Sarah Robb O'Hagan | Management | For | For |
| 1j | Elect Director Vivek Sharma | Management | For | For |
| 1k | Elect Director Thomas Winkelmann | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| JPMORGAN CHASE & CO.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: JPM
SECURITY ID: 46625H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KOHL'S CORPORATION
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: KSS
SECURITY ID: 500255104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Bender | Management | For | For |
| 1.2 | Elect Director Peter Boneparth | Management | For | For |
| 1.3 | Elect Director Yael Cosset | Management | For | For |
| 1.4 | Elect Director Christine Day | Management | For | For |
| 1.5 | Elect Director H. Charles Floyd | Management | For | For |
| 1.6 | Elect Director Margaret L. Jenkins | Management | For | For |
| 1.7 | Elect Director Thomas A. Kingsbury | Management | For | For |
| 1.8 | Elect Director Robbin Mitchell | Management | For | For |
| 1.9 | Elect Director Jonas Prising | Management | For | For |
| 1.10 | Elect Director John E. Schlifske | Management | For | For |
| 1.11 | Elect Director Adrianne Shapira | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LEIDOS HOLDINGS, INC.
MEETING DATE: APR 28, 2023 |
||||
|
TICKER: LDOS
SECURITY ID: 525327102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bell | Management | For | For |
| 1b | Elect Director Gregory R. Dahlberg | Management | For | For |
| 1c | Elect Director David G. Fubini | Management | For | For |
| 1d | Elect Director Noel B. Geer | Management | For | For |
| 1e | Elect Director Miriam E. John | Management | For | For |
| 1f | Elect Director Robert C. Kovarik, Jr. | Management | For | For |
| 1g | Elect Director Harry M. J. Kraemer, Jr. | Management | For | For |
| 1h | Elect Director Gary S. May | Management | For | For |
| 1i | Elect Director Surya N. Mohapatra | Management | For | For |
| 1j | Elect Director Patrick M. Shanahan | Management | For | For |
| 1k | Elect Director Robert S. Shapard | Management | For | For |
| 1l | Elect Director Susan M. Stalnecker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| LOWE'S COMPANIES, INC.
MEETING DATE: MAY 26, 2023 |
||||
|
TICKER: LOW
SECURITY ID: 548661107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| MANPOWERGROUP INC.
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: MAN
SECURITY ID: 56418H100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jean-Philippe Courtois | Management | For | For |
| 1B | Elect Director William Downe | Management | For | For |
| 1C | Elect Director John F. Ferraro | Management | For | For |
| 1D | Elect Director William P. Gipson | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Muriel Penicaud | Management | For | For |
| 1I | Elect Director Jonas Prising | Management | For | For |
| 1J | Elect Director Paul Read | Management | For | For |
| 1K | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1L | Elect Director Michael J. Van Handel | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MARRIOTT INTERNATIONAL, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: MAR
SECURITY ID: 571903202
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony G. Capuano | Management | For | For |
| 1b | Elect Director Isabella D. Goren | Management | For | For |
| 1c | Elect Director Deborah Marriott Harrison | Management | For | For |
| 1d | Elect Director Frederick A. Henderson | Management | For | For |
| 1e | Elect Director Eric Hippeau | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Debra L. Lee | Management | For | For |
| 1h | Elect Director Aylwin B. Lewis | Management | For | For |
| 1i | Elect Director David S. Marriott | Management | For | For |
| 1j | Elect Director Margaret M. McCarthy | Management | For | For |
| 1k | Elect Director Grant F. Reid | Management | For | For |
| 1l | Elect Director Horacio D. Rozanski | Management | For | For |
| 1m | Elect Director Susan C. Schwab | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| MARSH & MCLENNAN COMPANIES, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: MMC
SECURITY ID: 571748102
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MARVELL TECHNOLOGY, INC.
MEETING DATE: JUN 16, 2023 |
||||
|
TICKER: MRVL
SECURITY ID: 573874104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara Andrews | Management | For | For |
| 1b | Elect Director W. Tudor Brown | Management | For | For |
| 1c | Elect Director Brad W. Buss | Management | For | For |
| 1d | Elect Director Rebecca W. House | Management | For | For |
| 1e | Elect Director Marachel L. Knight | Management | For | For |
| 1f | Elect Director Matthew J. Murphy | Management | For | For |
| 1g | Elect Director Michael G. Strachan | Management | For | For |
| 1h | Elect Director Robert E. Switz | Management | For | For |
| 1i | Elect Director Ford Tamer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASTERCARD INCORPORATED
MEETING DATE: JUN 27, 2023 |
||||
|
TICKER: MA
SECURITY ID: 57636Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MICROSOFT CORPORATION
MEETING DATE: DEC 13, 2022 |
||||
|
TICKER: MSFT
SECURITY ID: 594918104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MODERNA, INC.
MEETING DATE: MAY 03, 2023 |
||||
|
TICKER: MRNA
SECURITY ID: 60770K107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MORNINGSTAR, INC.
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: MORN
SECURITY ID: 617700109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joe Mansueto | Management | For | For |
| 1b | Elect Director Kunal Kapoor | Management | For | For |
| 1c | Elect Director Robin Diamonte | Management | For | For |
| 1d | Elect Director Cheryl Francis | Management | For | For |
| 1e | Elect Director Steve Joynt | Management | For | For |
| 1f | Elect Director Steve Kaplan | Management | For | For |
| 1g | Elect Director Gail Landis | Management | For | For |
| 1h | Elect Director Bill Lyons | Management | For | For |
| 1i | Elect Director Doniel Sutton | Management | For | For |
| 1j | Elect Director Caroline Tsay | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| MSCI INC.
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: MSCI
SECURITY ID: 55354G100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NASDAQ, INC.
MEETING DATE: JUN 21, 2023 |
||||
|
TICKER: NDAQ
SECURITY ID: 631103108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melissa M. Arnoldi | Management | For | For |
| 1b | Elect Director Charlene T. Begley | Management | For | For |
| 1c | Elect Director Steven D. Black | Management | For | For |
| 1d | Elect Director Adena T. Friedman | Management | For | For |
| 1e | Elect Director Essa Kazim | Management | For | For |
| 1f | Elect Director Thomas A. Kloet | Management | For | For |
| 1g | Elect Director Michael R. Splinter | Management | For | For |
| 1h | Elect Director Johan Torgeby | Management | For | For |
| 1i | Elect Director Toni Townes-Whitley | Management | For | For |
| 1j | Elect Director Jeffery W. Yabuki | Management | For | For |
| 1k | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| NETFLIX, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: NFLX
SECURITY ID: 64110L106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| NEXTERA ENERGY, INC.
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: NEE
SECURITY ID: 65339F101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| NVENT ELECTRIC PLC
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: NVT
SECURITY ID: G6700G107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry A. Aaholm | Management | For | For |
| 1b | Elect Director Jerry W. Burris | Management | For | For |
| 1c | Elect Director Susan M. Cameron | Management | For | For |
| 1d | Elect Director Michael L. Ducker | Management | For | For |
| 1e | Elect Director Randall J. Hogan | Management | For | For |
| 1f | Elect Director Danita K. Ostling | Management | For | For |
| 1g | Elect Director Nicola Palmer | Management | For | For |
| 1h | Elect Director Herbert K. Parker | Management | For | For |
| 1i | Elect Director Greg Scheu | Management | For | For |
| 1j | Elect Director Beth A. Wozniak | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Authorize Board to Issue of Shares under Irish Law | Management | For | For |
| 5 | Authorize the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Price Range for Reissuance of Treasury Shares | Management | For | For |
| NVIDIA CORPORATION
MEETING DATE: JUN 22, 2023 |
||||
|
TICKER: NVDA
SECURITY ID: 67066G104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NXP SEMICONDUCTORS N.V.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: NXPI
SECURITY ID: N6596X109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OCCIDENTAL PETROLEUM CORPORATION
MEETING DATE: MAY 05, 2023 |
||||
|
TICKER: OXY
SECURITY ID: 674599105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OTIS WORLDWIDE CORPORATION
MEETING DATE: MAY 18, 2023 |
||||
|
TICKER: OTIS
SECURITY ID: 68902V107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey H. Black | Management | For | For |
| 1b | Elect Director Nelda J. Connors | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Shailesh G. Jejurikar | Management | For | For |
| 1e | Elect Director Christopher J. Kearney | Management | For | For |
| 1f | Elect Director Judith F. Marks | Management | For | For |
| 1g | Elect Director Harold W. McGraw, III | Management | For | For |
| 1h | Elect Director Margaret M. V. Preston | Management | For | For |
| 1i | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1j | Elect Director John H. Walker | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| PAGERDUTY, INC.
MEETING DATE: JUN 14, 2023 |
||||
|
TICKER: PD
SECURITY ID: 69553P100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sameer Dholakia | Management | For | For |
| 1.2 | Elect Director William Losch | Management | For | For |
| 1.3 | Elect Director Jennifer Tejada | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PAYPAL HOLDINGS, INC.
MEETING DATE: MAY 24, 2023 |
||||
|
TICKER: PYPL
SECURITY ID: 70450Y103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PHILLIPS 66
MEETING DATE: MAY 10, 2023 |
||||
|
TICKER: PSX
SECURITY ID: 718546104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory J. Hayes | Management | For | For |
| 1b | Elect Director Charles M. Holley | Management | For | For |
| 1c | Elect Director Denise R. Singleton | Management | For | For |
| 1d | Elect Director Glenn F. Tilton | Management | For | For |
| 1e | Elect Director Marna C. Whittington | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Publish Audited Report on Impacts of a Significant Reduction in Virgin Plastic Demand | Shareholder | Against | Against |
| REGAL REXNORD CORPORATION
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: RRX
SECURITY ID: 758750103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| SALESFORCE, INC.
MEETING DATE: JUN 08, 2023 |
||||
|
TICKER: CRM
SECURITY ID: 79466L302
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SCHNITZER STEEL INDUSTRIES, INC.
MEETING DATE: JAN 25, 2023 |
||||
|
TICKER: SCHN
SECURITY ID: 806882106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory R. Friedman | Management | For | For |
| 1.2 | Elect Director Tamara L. Lundgren | Management | For | For |
| 1.3 | Elect Director Leslie L. Shoemaker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
MEETING DATE: JUN 07, 2023 |
||||
|
TICKER: SAIC
SECURITY ID: 808625107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Garth N. Graham | Management | For | For |
| 1b | Elect Director Carolyn B. Handlon | Management | For | For |
| 1c | Elect Director Yvette M. Kanouff | Management | For | For |
| 1d | Elect Director Nazzic S. Keene | Management | For | For |
| 1e | Elect Director Timothy J. Mayopoulos | Management | For | For |
| 1f | Elect Director Katharina G. McFarland | Management | For | For |
| 1g | Elect Director Milford W. McGuirt | Management | For | For |
| 1h | Elect Director Donna S. Morea | Management | For | For |
| 1i | Elect Director James C. Reagan | Management | For | For |
| 1j | Elect Director Steven R. Shane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| STERICYCLE, INC.
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: SRCL
SECURITY ID: 858912108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert S. Murley | Management | For | For |
| 1b | Elect Director Cindy J. Miller | Management | For | For |
| 1c | Elect Director Brian P. Anderson | Management | For | For |
| 1d | Elect Director Lynn D. Bleil | Management | For | For |
| 1e | Elect Director Thomas F. Chen | Management | For | For |
| 1f | Elect Director Victoria L. Dolan | Management | For | For |
| 1g | Elect Director Naren K. Gursahaney | Management | For | For |
| 1h | Elect Director J. Joel Hackney, Jr. | Management | For | For |
| 1i | Elect Director Stephen C. Hooley | Management | For | For |
| 1j | Elect Director James L. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Political Contributions | Shareholder | Against | Against |
| 6 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| SUMMIT MATERIALS, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: SUM
SECURITY ID: 86614U100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph S. Cantie | Management | For | For |
| 1.2 | Elect Director Anne M. Cooney | Management | For | For |
| 1.3 | Elect Director John R. Murphy | Management | For | For |
| 1.4 | Elect Director Anne P. Noonan | Management | For | For |
| 1.5 | Elect Director Tamla D. Oates-Forney | Management | For | For |
| 1.6 | Elect Director Steven H. Wunning | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SUNRUN, INC.
MEETING DATE: JUN 01, 2023 |
||||
|
TICKER: RUN
SECURITY ID: 86771W105
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leslie Dach | Management | For | For |
| 1.2 | Elect Director Edward Fenster | Management | For | For |
| 1.3 | Elect Director Mary Powell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| TAPESTRY, INC.
MEETING DATE: NOV 15, 2022 |
||||
|
TICKER: TPR
SECURITY ID: 876030107
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Johanna (Hanneke) Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: TMHC
SECURITY ID: 87724P106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Lane | Management | For | For |
| 1b | Elect Director William H. Lyon | Management | For | For |
| 1c | Elect Director Anne L. Mariucci | Management | For | For |
| 1d | Elect Director David C. Merritt | Management | For | For |
| 1e | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1f | Elect Director Sheryl D. Palmer | Management | For | For |
| 1g | Elect Director Denise F. Warren | Management | For | For |
| 1h | Elect Director Christopher Yip | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE CIGNA GROUP
MEETING DATE: APR 26, 2023 |
||||
|
TICKER: CI
SECURITY ID: 125523100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE CLOROX COMPANY
MEETING DATE: NOV 16, 2022 |
||||
|
TICKER: CLX
SECURITY ID: 189054109
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amy L. Banse | Management | For | For |
| 1.2 | Elect Director Julia Denman | Management | For | For |
| 1.3 | Elect Director Spencer C. Fleischer | Management | For | For |
| 1.4 | Elect Director Esther Lee | Management | For | For |
| 1.5 | Elect Director A.D. David Mackay | Management | For | For |
| 1.6 | Elect Director Paul Parker | Management | For | For |
| 1.7 | Elect Director Stephanie Plaines | Management | For | For |
| 1.8 | Elect Director Linda Rendle | Management | For | For |
| 1.9 | Elect Director Matthew J. Shattock | Management | For | For |
| 1.10 | Elect Director Kathryn Tesija | Management | For | For |
| 1.11 | Elect Director Russell J. Weiner | Management | For | For |
| 1.12 | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE COCA-COLA COMPANY
MEETING DATE: APR 25, 2023 |
||||
|
TICKER: KO
SECURITY ID: 191216100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE ESTEE LAUDER COMPANIES INC.
MEETING DATE: NOV 18, 2022 |
||||
|
TICKER: EL
SECURITY ID: 518439104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald S. Lauder | Management | For | For |
| 1b | Elect Director William P. Lauder | Management | For | For |
| 1c | Elect Director Richard D. Parsons | Management | For | For |
| 1d | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1e | Elect Director Jennifer Tejada | Management | For | For |
| 1f | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE GAP, INC.
MEETING DATE: MAY 09, 2023 |
||||
|
TICKER: GPS
SECURITY ID: 364760108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard Dickson | Management | For | For |
| 1b | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1c | Elect Director Robert J. Fisher | Management | For | For |
| 1d | Elect Director William S. Fisher | Management | For | For |
| 1e | Elect Director Tracy Gardner | Management | For | For |
| 1f | Elect Director Kathryn Hall | Management | For | For |
| 1g | Elect Director Bob L. Martin | Management | For | For |
| 1h | Elect Director Amy Miles | Management | For | For |
| 1i | Elect Director Chris O'Neill | Management | For | For |
| 1j | Elect Director Mayo A. Shattuck, III | Management | For | For |
| 1k | Elect Director Tariq Shaukat | Management | For | For |
| 1l | Elect Director Salaam Coleman Smith | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC.
MEETING DATE: MAY 17, 2023 |
||||
|
TICKER: HIG
SECURITY ID: 416515104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry D. De Shon | Management | For | For |
| 1b | Elect Director Carlos Dominguez | Management | For | For |
| 1c | Elect Director Trevor Fetter | Management | For | For |
| 1d | Elect Director Donna A. James | Management | For | For |
| 1e | Elect Director Kathryn A. Mikells | Management | For | For |
| 1f | Elect Director Edmund Reese | Management | For | For |
| 1g | Elect Director Teresa Wynn Roseborough | Management | For | For |
| 1h | Elect Director Virginia P. Ruesterholz | Management | For | For |
| 1i | Elect Director Christopher J. Swift | Management | For | For |
| 1j | Elect Director Matthew E. Winter | Management | For | For |
| 1k | Elect Director Greig Woodring | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| THE HERSHEY COMPANY
MEETING DATE: MAY 16, 2023 |
||||
|
TICKER: HSY
SECURITY ID: 427866108
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director Michele G. Buck | Management | For | For |
| 1.3 | Elect Director Victor L. Crawford | Management | For | For |
| 1.4 | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | For |
| 1.7 | Elect Director M. Diane Koken | Management | For | For |
| 1.8 | Elect Director Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | For |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | For |
| 1.11 | Elect Director Juan R. Perez | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Human Rights Impacts of Living Wage & Income Position Statement | Shareholder | Against | Against |
| THE INTERPUBLIC GROUP OF COMPANIES, INC.
MEETING DATE: MAY 25, 2023 |
||||
|
TICKER: IPG
SECURITY ID: 460690100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Philippe Krakowsky | Management | For | For |
| 1.5 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.6 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt Jr. | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE PROGRESSIVE CORPORATION
MEETING DATE: MAY 12, 2023 |
||||
|
TICKER: PGR
SECURITY ID: 743315103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE WALT DISNEY COMPANY
MEETING DATE: APR 03, 2023 |
||||
|
TICKER: DIS
SECURITY ID: 254687106
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Safra A. Catz | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Francis A. deSouza | Management | For | For |
| 1e | Elect Director Carolyn N. Everson | Management | For | For |
| 1f | Elect Director Michael B.G. Froman | Management | For | For |
| 1g | Elect Director Robert A. Iger | Management | For | For |
| 1h | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1i | Elect Director Calvin R. McDonald | Management | For | For |
| 1j | Elect Director Mark G. Parker | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Political Expenditures | Shareholder | Against | Against |
| UNITED PARCEL SERVICE, INC.
MEETING DATE: MAY 04, 2023 |
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|
TICKER: UPS
SECURITY ID: 911312106
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | For |
| 1h | Elect Director William Johnson | Management | For | For |
| 1i | Elect Director Franck Moison | Management | For | For |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | For |
| 1l | Elect Director Kevin Warsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | Against |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| VAIL RESORTS, INC.
MEETING DATE: DEC 07, 2022 |
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|
TICKER: MTN
SECURITY ID: 91879Q109
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Robert A. Katz | Management | For | For |
| 1c | Elect Director Kirsten A. Lynch | Management | For | For |
| 1d | Elect Director Nadia Rawlinson | Management | For | For |
| 1e | Elect Director John T. Redmond | Management | For | For |
| 1f | Elect Director Michele Romanow | Management | For | For |
| 1g | Elect Director Hilary A. Schneider | Management | For | For |
| 1h | Elect Director D. Bruce Sewell | Management | For | For |
| 1i | Elect Director John F. Sorte | Management | For | For |
| 1j | Elect Director Peter A. Vaughn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VALVOLINE INC.
MEETING DATE: JAN 26, 2023 |
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|
TICKER: VVV
SECURITY ID: 92047W101
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald W. Evans, Jr. | Management | For | For |
| 1b | Elect Director Richard J. Freeland | Management | For | For |
| 1c | Elect Director Carol H. Kruse | Management | For | For |
| 1d | Elect Director Vada O. Manager | Management | For | For |
| 1e | Elect Director Samuel J. Mitchell, Jr. | Management | For | For |
| 1f | Elect Director Jennifer L. Slater | Management | For | For |
| 1g | Elect Director Charles M. Sonsteby | Management | For | For |
| 1h | Elect Director Mary J. Twinem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VENTAS INC.
MEETING DATE: MAY 16, 2023 |
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|
TICKER: VTR
SECURITY ID: 92276F100
|
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Michael J. Embler | Management | For | For |
| 1d | Elect Director Matthew J. Lustig | Management | For | For |
| 1e | Elect Director Roxanne M. Martino | Management | For | For |
| 1f | Elect Director Marguerite M. Nader | Management | For | For |
| 1g | Elect Director Sean P. Nolan | Management | For | For |
| 1h | Elect Director Walter C. Rakowich | Management | For | For |
| 1i | Elect Director Sumit Roy | Management | For | For |
| 1j | Elect Director James D. Shelton | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| VERTEX PHARMACEUTICALS INCORPORATED
MEETING DATE: MAY 17, 2023 |
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|
TICKER: VRTX
SECURITY ID: 92532F100
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WEX INC.
MEETING DATE: MAY 11, 2023 |
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|
TICKER: WEX
SECURITY ID: 96208T104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Callahan | Management | For | For |
| 1.2 | Elect Director Shikhar Ghosh | Management | For | For |
| 1.3 | Elect Director James Groch | Management | For | For |
| 1.4 | Elect Director James (Jim) Neary | Management | For | For |
| 1.5 | Elect Director Melissa Smith | Management | For | For |
| 1.6 | Elect Director Stephen Smith | Management | For | For |
| 1.7 | Elect Director Susan Sobbott | Management | For | For |
| 1.8 | Elect Director Regina O. Sommer | 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 |
| WILLIAMS-SONOMA, INC.
MEETING DATE: MAY 31, 2023 |
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|
TICKER: WSM
SECURITY ID: 969904101
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laura Alber | Management | For | For |
| 1.2 | Elect Director Esi Eggleston Bracey | Management | For | For |
| 1.3 | Elect Director Scott Dahnke | Management | For | For |
| 1.4 | Elect Director Anne Finucane | Management | For | For |
| 1.5 | Elect Director Paula Pretlow | Management | For | For |
| 1.6 | Elect Director William Ready | Management | For | For |
| 1.7 | Elect Director Frits van Paasschen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ZAI LAB LIMITED
MEETING DATE: JUN 20, 2023 |
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|
TICKER: 9688
SECURITY ID: 98887Q104
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Samantha (Ying) Du | Management | For | For |
| 2 | Elect Director Kai-Xian Chen | Management | For | For |
| 3 | Elect Director John D. Diekman | Management | For | Against |
| 4 | Elect Director Richard Gaynor | Management | For | For |
| 5 | Elect Director Nisa Leung | Management | For | For |
| 6 | Elect Director William Lis | Management | For | For |
| 7 | Elect Director Scott Morrison | Management | For | For |
| 8 | Elect Director Leon O. Moulder, Jr. | Management | For | Against |
| 9 | Elect Director Michel Vounatsos | Management | For | For |
| 10 | Elect Director Peter Wirth | Management | For | Against |
| 11 | Ratify KPMG LLP and KPMG as Auditors | Management | For | For |
| 12 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 14 | Authorize Issue of Ordinary Shares of Up to 20% | Management | For | Against |
| 15 | Authorize Issue of Ordinary Shares of Up to 10% | Management | For | Against |
| ZOETIS INC.
MEETING DATE: MAY 18, 2023 |
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|
TICKER: ZTS
SECURITY ID: 98978V103
|
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
POWER OF ATTORNEY
I, the undersigned Treasurer of the following investment companies:
|
Fidelity Advisor Series I
Fidelity Advisor Series VII Fidelity Advisor Series VIII Fidelity Beacon Street Trust Fidelity Capital Trust Fidelity Central Investment Portfolios LLC Fidelity Commonwealth Trust Fidelity Commonwealth Trust II Fidelity Concord Street Trust Fidelity Congress Street Fund Fidelity Contrafund Fidelity Covington Trust Fidelity Destiny Portfolios Fidelity Devonshire Trust Fidelity Exchange Fund Fidelity Financial Trust |
Fidelity Hanover Street Trust
Fidelity Hastings Street Trust Fidelity Investment Trust Fidelity Magellan Fund Fidelity Mt. Vernon Street Trust Fidelity Puritan Trust Fidelity Securities Fund Fidelity Select Portfolios Fidelity Summer Street Trust Fidelity Trend Fund Variable Insurance Products Fund Variable Insurance Products Fund II Variable Insurance Products Fund III Variable Insurance Products Fund IV |
in addition to any other investment company for which Fidelity Management & Research Company or an affiliate acts as investment adviser and for which the undersigned individual serves as Treasurer (collectively, the "Funds"), hereby constitute and appoint Mark Lundvall and Lisa Goulemas my true and lawful attorney-in-fact, each of them singly, with full power of substitution, and with full power to sign for me and in my name in the appropriate capacity, all Reports of the Proxy Voting Records of the Funds on Form N-PX under the Investment Company Act of 1940, as amended (the "Act"), or any successor thereto, and any supplements or other instruments in connection therewith, and generally do all such things in my name and behalf in connection therewith as said attorney-in-fact deems necessary or appropriate to cause such Form to be completed and filed in accordance with the Act and all related requirements of the Securities and Exchange Commission. I hereby ratify and confirm all that said attorney-in-fact or his substitute may do or cause to be done by virtue hereof. This power of attorney is effective for all documents filed on or after June 1, 2021.
WITNESS my hand on this 1st day of June 2021.
/s/Stacie M. Smith
Stacie M. Smith
Treasurer